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Hartford Schroders TAX Aware (HTAB)

CUSIP: 41653L404 | NYSE | 111 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABank of New York Mellon Corp
with BNY Mellon N.A.
47,1800.4%Newly reportedSep 30, 2026No 13F filer matched
13GTruist Financial Corp833,2246.6%New 5%+ stake—
13G/ABank of New York Mellon Corp47,180
0.4% of class · Sep 30, 2026Newly reported
with BNY Mellon N.A.
No 13F filer matched
13GTruist Financial Corp833,224
6.6% of class · —New 5%+ stake

Institutional Holders — Q3 2026

CPC Advisors, LLC2,009,081
4.9% of portfolio›$35.9M
Truist Financial Corp833,224
0.0% of portfolio›$14.9M
Capital Asset Advisory Services LLC204,473
0.1% of portfolio›$3.7M
Wealthcare Advisory Partners LLC158,548
0.0% of portfolio›$2.8M
Kestra Advisory Services, LLC104,247
0.0% of portfolio›$1.9M
LifeGoal Investments, LLC49,896
0.3% of portfolio›$892.6K
StoneX Group Inc.40,758
0.0% of portfolio›$745.2K
Davenport & Co LLC31,790
0.0% of portfolio›$568.7K
Leelyn Smith, LLC29,377
0.1% of portfolio›$525.6K
USAdvisors Wealth Management, LLC27,008
0.6% of portfolio›$483.0K
Patriot Financial Group Insurance Agency, LLC24,746
0.0% of portfolio›$442.7K
Opal Wealth Advisors, LLC20,289
0.1% of portfolio›$363.0K
Commonwealth Equity Services, LLC14,811
0.0% of portfolio›$265.0K
Fermata Advisors, LLC11,631
0.0% of portfolio›$208.1K
Westside Investment Management, Inc.2,000
0.0% of portfolio›$35.8K
Nova Financial LLC377
0.0% of portfolio›$6.7K
StyleTurnoverLocationFiled
CPC Advisors, LLC
2,009,081$35.9M4.9%ETFMediumAtlanta, GA2026-10-21
Truist Financial Corp
833,224$14.9M0.0%CoreLowCharlotte, NC2026-10-30
Capital Asset Advisory Services LLC
204,473$3.7M0.1%ETFLowWilliamston, MI2026-10-30
Wealthcare Advisory Partners LLC
158,548$2.8M0.0%ETFLowWest Chester, PA2026-10-21
Kestra Advisory Services, LLC
104,247$1.9M0.0%CoreLowAustin, TX2026-11-02
LifeGoal Investments, LLC
49,896$892.6K0.3%ETFLowSaratoga Springs, NY2026-10-09
StoneX Group Inc.
40,758$745.2K0.0%ETFMediumNew York, NY2026-11-03
Davenport & Co LLC
31,790$568.7K0.0%CoreMediumRichmond, VA2026-10-14
Leelyn Smith, LLC
29,377$525.6K0.1%GrowthLowGeneva, IL2026-11-03
USAdvisors Wealth Management, LLC
27,008$483.0K0.6%ETFLowEden Prairie, MN2026-10-21
Patriot Financial Group Insurance Agency, LLC
24,746$442.7K0.0%GrowthLowWalpole, MA2026-10-14
Opal Wealth Advisors, LLC
20,289$363.0K0.1%ETFLowJericho, NY2026-10-16
Commonwealth Equity Services, LLC
14,811$265.0K0.0%ETFLowWaltham, MA2026-11-02
Fermata Advisors, LLC
11,631$208.1K0.0%ETFLowSonoma, CA2026-10-13
Westside Investment Management, Inc.
2,000$35.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Nova Financial LLC
377$6.7K0.0%N/AN/ATucson, AZ2026-11-04