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Hartford AAA CLO ETF (TRPA)

CUSIP: 41653L602 | NYSE | 91 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Schorn Wealth LLC648,989
6.5% of portfolio›$25.2M
Citigroup Inc173,241
0.0% of portfolio›$6.7M
Kestra Advisory Services, LLC126,463
0.0% of portfolio›$4.9M
Commonwealth Equity Services, LLC110,248
0.0% of portfolio›$4.3M
Convergence Financial, LLC91,498
0.5% of portfolio›$3.6M
Evergreen Capital Management LLC78,060
0.1% of portfolio›$3.0M
Flagship Harbor Advisors, LLC70,429
0.1% of portfolio›$2.7M
Truist Financial Corp15,139
0.0% of portfolio›$588.1K
Private Trust Co NA500
0.0% of portfolio›$19.4K
StyleTurnoverLocationFiled
Schorn Wealth LLC
648,989$25.2M6.5%ETFLowEnglewood, FL2026-10-14
Citigroup Inc
173,241$6.7M0.0%CoreMediumNew York, NY2026-11-04
Kestra Advisory Services, LLC
126,463$4.9M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
110,248$4.3M0.0%ETFLowWaltham, MA2026-11-02
Convergence Financial, LLC
91,498$3.6M0.5%ETFMediumColumbia, MO2026-10-27
Evergreen Capital Management LLC
78,060$3.0M0.1%GARPMediumBellevue, WA2026-10-23
Flagship Harbor Advisors, LLC
70,429$2.7M0.1%ETFMediumBoston, MA2026-10-26
Truist Financial Corp
15,139$588.1K0.0%CoreLowCharlotte, NC2026-10-30
Private Trust Co NA
500$19.4K0.0%CoreLowCleveland, OH2026-10-20