Hartford Schroders Tax-Aware Bond ETF (HTAB)

ETF ยท NYSE Arca

Hartford Schroders Tax-Aware Bond ETF (HTAB) is an exchange-traded fund listed on NYSE Arca, where it has traded since April 18, 2018.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
April 18, 2018

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 47 institutions reported holding HTAB, with 12.4 million shares worth $237.6 million in aggregate. The largest reported holder was Consolidated Planning, with 2.1 million shares worth $41.2 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Consolidated Planning2,149,572$41MAdded 6.38%
BNY Mellon2,085,861$40MReduced 4.6%
Bank of America946,182$18MAdded 0.76%
Lpl Financial925,807$18MReduced 19.7%
Raymond James Financial924,489$18MAdded 2.35%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is HTAB?

Hartford Schroders Tax-Aware Bond ETF (HTAB) is an exchange-traded fund listed on NYSE Arca, where it has traded since April 18, 2018.

Who are the largest institutional holders of HTAB?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of HTAB were Consolidated Planning, BNY Mellon and Bank of America.

How many institutions own HTAB?

47 institutions reported a position in HTAB for the quarter ended June 30, 2026, worth $237.6 million in total.

Did institutions buy or sell HTAB last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for HTAB.

Every reported institutional holder, plus insider and congressional trades in HTAB, on SentiSense.