Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF include Equitable Holdings, Inc., We Are One Seven, LLC, Empowered Funds, LLC, ENDW - Cambria Endowment Style ETF, and Cambria Investment Management, L.P. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 359,486 | 18.84 | 6,712 | 16.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 141,427 | 22.18 | 2,646 | 19.24 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 743,892 | 33.87 | 13,918 | 30.66 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 50,213 | 31.95 | 939 | 28.81 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 10,302 | 193 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 10,302 | 192 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30,513 | 2.24 | 573 | -0.17 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,866,883 | 10.70 | 34,929 | 8.05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37,695 | 5.31 | 705 | 2.77 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,168 | 0.11 | 209 | -2.35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156,823 | 1.94 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 25,921 | 31.73 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 50,679 | 948 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 24,042 | 0.82 | 450 | -1.75 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 10,302 | 193 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37,996 | 188.64 | 711 | 181.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 327,860 | 19.76 | 6,134 | 16.88 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 926,150 | 2,006.42 | 17,328 | 1,957.96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 622,564 | 55.90 | 11,648 | 52.16 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11,130 | 208 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 22,264 | 4.75 | 418 | 2.21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,416 | 0.79 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80,723 | 28.68 | 1,510 | 25.62 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10,668 | 200 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 28,839 | 3.74 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36,538 | 33.50 | 684 | 31.35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 129,548 | 3.64 | 2,424 | 1.13 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 18,713 | 29.87 | 350 | 26.81 |
