Institutional Ownership
Hartford Fds Exchange Traded
CUSIP 41653L404SCHRDRS TAX BDHTABQ1 2026
Institutional Holders
46
13F filers
Shares Held
12.22M
Aggregate institutional
Institutional Value
$230.61M
Q1 2026
Net New Holders
-5
4 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased25
Decreased13
Sold out9
Institutional Holders
46 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | 2.19M | $41.54M | +859 | Added |
| 2 | Cpc Advisors, LLC | 2.02M | $38.39M | +111.9K | Added |
| 3 | Lpl Financial LLC | 1.15M | $21.91M | −63.2K | Reduced |
| 4 | Bank Of America Corp /De/ | 939.0K | $17.84M | −12.3K | Reduced |
| 5 | Raymond James Financial Inc | 903.3K | $17.16M | −52.6K | Reduced |
| 6 | Northwestern Mutual Wealth Management Co | 767.1K | $14.57M | +94.2K | Added |
| 7 | Jones Financial Companies Lllp | 665.5K | $12.60M | +104.6K | Added |
| 8 | Wealthspire Advisors, LLC | 540.7K | $10.27M | +540.7K | New |
| 9 | Yarger Wealth Strategies, LLC | 477.7K | $9.08M | +18.9K | Added |
| 10 | Cetera Investment Advisers | 310.0K | $5.89M | +10.3K | Added |
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