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Stocks / Hartford Fds Exchange Traded
Institutional Ownership

Hartford Fds Exchange Traded

CUSIP 41653L404SCHRDRS TAX BDHTABQ1 2026

13D / 13G Filings
24
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
68.0%
Max % of class reported
Institutional Holders
46
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

24 filings · latest Oct 28, 2025

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#FiledReporting PersonForm% of ClassSharesFiling
1Oct 28, 2025Bank Of New York Mellon Corp13G/A12.3%2.19MSEC
2Aug 7, 2025Bank Of New York Mellon Corp13G/A10.4%2.19MSEC
3Oct 29, 2024Bank Of New York Mellon Corp13G/A9.5%1.98MSEC
4Sep 10, 2024Bank Of New York Mellon Corp13G/A6.1%1.17MSEC
5Jan 24, 2024Bank Of New York Mellon Corp13G/A11.1%1.17MSEC
6Nov 13, 2023Bank Of New York Mellon Corp13G/A13.3%1.27MSEC
7Jul 10, 2023Bank Of New York Mellon Corp13G/A19.0%1.27MSEC
8Jun 9, 2023Bank Of New York Mellon Corp13G/A26.9%1.76MSEC
9May 9, 2023Bank Of New York Mellon Corp13G/A32.6%1.76MSEC
10Mar 9, 2023Bank Of New York Mellon Corp13G/A41.1%1.77MSEC

14 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for Hartford Fds Exchange Traded.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Bank Of New York Mellon Corp2.19M$41.54M
2Cpc Advisors, LLC2.02M$38.39M
3Lpl Financial LLC1.15M$21.91M
4Bank Of America Corp /De/939.0K$17.84M
5Raymond James Financial Inc903.3K$17.16M
6Northwestern Mutual Wealth Management Co767.1K$14.57M
7Jones Financial Companies Lllp665.5K$12.60M
8Wealthspire Advisors, LLC540.7K$10.27M
9Yarger Wealth Strategies, LLC477.7K$9.08M
10Cetera Investment Advisers310.0K$5.89M