HTAB Institutional Ownership & Shareholders
HARTFORD SCHRODERS TAX AWARE (HTAB) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $219.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of HTAB tracked by InsiderSet, reporting ownership valued at approximately $40.01M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.46M, representing an estimated loss of -3.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed HTAB value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Cpc Advisors, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in HARTFORD SCHRODERS TAX AWARE (HTAB).
This page ranks the largest institutional HTAB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$219.43M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$40.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | 0.01% | 2,085,861 | $40,011,201 | $38,463,277 | -$1,547,924 | -3.87% | |
| Cpc Advisors, Llc | 4.89% | 2,009,081 | $35,942,464 | $37,047,454 | +$1,104,990 | +3.07% | |
| Bank Of America Corp | 0.00% | 946,182 | $18,149,668 | $17,447,596 | -$702,072 | -3.87% | |
| Lpl Financial Llc | 0.00% | 925,807 | $17,758,913 | $17,071,881 | -$687,032 | -3.87% | |
| Raymond James Financial Inc | 0.00% | 924,489 | $17,733,627 | $17,047,577 | -$686,050 | -3.87% | |
| Truist Financial Corp | 0.02% | 833,224 | $14,906,383 | $15,364,651 | +$458,268 | +3.07% | |
| Jones Financial Companies Lllp | 0.01% | 669,960 | $12,890,024 | $12,354,062 | -$535,962 | -4.16% | |
| Wealthspire Advisors, Llc | 0.06% | 538,467 | $10,328,930 | $9,929,331 | -$399,599 | -3.87% | |
| Yarger Wealth Strategies, Llc | 3.29% | 480,097 | $9,169,858 | $8,852,989 | -$316,869 | -3.46% | |
| Envestnet Asset Management Inc | 0.00% | 322,980 | $6,195,427 | $5,955,751 | -$239,676 | -3.87% | |
| Cetera Investment Advisers | 0.01% | 319,584 | $6,130,280 | $5,893,129 | -$237,151 | -3.87% | |
| Capital Asset Advisory Services Llc | 0.13% | 204,473 | $3,747,987 | $3,770,482 | +$22,495 | +0.60% | |
| Jane Street Group, Llc | 0.00% | 178,640 | $3,426,690 | $3,294,122 | -$132,568 | -3.87% | |
| Osaic Holdings, Inc. | 0.00% | 163,103 | $3,128,574 | $3,007,619 | -$120,955 | -3.87% | |
| Wealthcare Advisory Partners Llc | 0.05% | 158,548 | $2,836,416 | $2,923,625 | +$87,209 | +3.07% | |
| Royal Bank Of Canada | 0.00% | 114,260 | $2,192,000 | $2,106,954 | -$85,046 | -3.88% | |
| Kestra Advisory Services, Llc | 0.01% | 98,288 | $1,891,537 | $1,812,431 | -$79,106 | -4.18% | |
| Element Wealth, Llc | 0.69% | 95,621 | $1,834,212 | $1,763,251 | -$70,961 | -3.87% | |
| Iag Wealth Partners, Llc | 0.16% | 86,184 | $1,653,189 | $1,589,233 | -$63,956 | -3.87% | |
| Natixis Advisors, Llc | 0.00% | 66,362 | $1,272,000 | $1,223,715 | -$48,285 | -3.80% | |
| Lifegoal Investments, Llc | 0.27% | 49,896 | $892,636 | $920,082 | +$27,446 | +3.07% | |
| Stifel Financial Corp | 0.00% | 41,474 | $795,559 | $764,781 | -$30,778 | -3.87% | |
| Davenport & Co Llc | 0.00% | 31,790 | $568,715 | $586,208 | +$17,493 | +3.08% | |
| Journey Strategic Wealth Llc | 0.01% | 29,170 | $554,230 | $537,895 | -$16,335 | -2.95% | |
| Leelyn Smith, Llc | 0.07% | 28,732 | $551,140 | $529,818 | -$21,322 | -3.87% | |
| Arete Wealth Advisors, Llc | 0.03% | 26,418 | $506,699 | $487,148 | -$19,551 | -3.86% | |
| &Partners | 0.00% | 25,848 | $495,827 | $476,637 | -$19,190 | -3.87% | |
| Harbour Investments, Inc. | 0.01% | 24,760 | $474,949 | $456,574 | -$18,375 | -3.87% | |
| West Michigan Advisors, Llc | 0.09% | 24,105 | $463,895 | $444,496 | -$19,399 | -4.18% | |
| Patriot Financial Group Insurance Agency, Llc | 0.04% | 24,746 | $442,706 | $456,316 | +$13,610 | +3.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,986 | $364,180 | $350,102 | -$14,078 | -3.87% | |
| Opal Wealth Advisors, Llc | 0.08% | 20,289 | $362,971 | $374,129 | +$11,158 | +3.07% | |
| Keystone Financial Services, Llc | 0.20% | 17,606 | $337,720 | $324,655 | -$13,065 | -3.87% | |
| Old Mission Capital Llc | 0.01% | 17,112 | $328,244 | $315,545 | -$12,699 | -3.87% | |
| Mml Investors Services, Llc | 0.00% | 12,832 | $246,139 | $236,622 | -$9,517 | -3.87% | |
| Equitable Holdings, Inc. | 0.00% | 10,994 | $210,897 | $202,729 | -$8,168 | -3.87% | |
| Fermata Advisors, Llc | 0.04% | 11,631 | $208,079 | $214,476 | +$6,397 | +3.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,202 | $138,151 | $132,805 | -$5,346 | -3.87% | |
| Rockefeller Capital Management L.P. | 0.00% | 6,038 | $115,822 | $111,341 | -$4,481 | -3.87% | |
| Planvest Financial, Inc | 0.05% | 3,668 | $70,360 | $67,638 | -$2,722 | -3.87% | |
| Morgan Stanley | 0.00% | 3,080 | $59,094 | $56,795 | -$2,299 | -3.89% | |
| Westside Investment Management, Inc. | 0.01% | 2,000 | $38,364 | $36,880 | -$1,484 | -3.87% | |
| Usadvisors Wealth Management, Llc | 0.14% | 27,008 | $483 | $498,028 | +$497,545 | +103011.29% |
Frequently asked questions about HTAB
Who are the largest institutional holders of HTAB?
The largest institutional holders of HTAB reported in the latest SEC Form 13F filings include Bank Of New York Mellon Corp, Cpc Advisors, Llc, Bank Of America Corp, Lpl Financial Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported HTAB position.
What is HTAB institutional ownership?
This page tracks HTAB positions reported by institutional investment managers through SEC Form 13F. HARTFORD SCHRODERS TAX AWARE (HTAB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HTAB?
InsiderSet currently tracks 43 institutional managers reporting HTAB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HTAB shareholders.
How much HTAB stock do institutions own?
Institutional investment managers disclosed approximately $219.43M in HTAB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HTAB institutional ownership last updated?
The latest HTAB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HTAB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HTAB position after the reporting date.
Are institutions buying or selling HTAB?
Institutional buying and selling can be analyzed by comparing HTAB positions across consecutive 13F reporting periods. InsiderSet's HTAB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HTAB ownership changes.
How has HTAB institutional ownership changed over time?
InsiderSet tracks HTAB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.