HARTFORD SCHRODERS TAX AWARE (HTAB) Institutional Shareholders
HARTFORD SCHRODERS TAX AWARE (HTAB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $238.02M in HTAB holdings during the latest filing period.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of HTAB tracked by InsiderSet, reporting ownership valued at approximately $41.54M in its March 31, 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 $41.15M, representing an estimated loss of -0.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% 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, Lpl Financial Llc, 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
47
Total Reported Value
$238.02M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$41.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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% | 2,186,408 | $41,541,743 | $41,148,199 | -$393,544 | -0.95% | |
| Cpc Advisors, Llc | 5.56% | 2,149,572 | $41,233,305 | $40,454,945 | -$778,360 | -1.89% | |
| Lpl Financial Llc | 0.01% | 1,152,962 | $21,906,274 | $21,698,745 | -$207,529 | -0.95% | |
| Bank Of America Corp | 0.00% | 939,027 | $17,841,521 | $17,672,488 | -$169,033 | -0.95% | |
| Raymond James Financial Inc | 0.01% | 903,254 | $17,161,831 | $16,999,240 | -$162,591 | -0.95% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 767,052 | $14,573,984 | $14,435,919 | -$138,065 | -0.95% | |
| Jones Financial Companies Lllp | 0.01% | 665,539 | $12,598,654 | $12,525,444 | -$73,210 | -0.58% | |
| Wealthspire Advisors, Llc | 0.08% | 540,656 | $10,272,458 | $10,175,146 | -$97,312 | -0.95% | |
| Yarger Wealth Strategies, Llc | 3.29% | 480,097 | $9,169,858 | $9,035,426 | -$134,432 | -1.47% | |
| Truist Financial Corp | 0.01% | 314,986 | $6,042,090 | $5,928,037 | -$114,053 | -1.89% | |
| Cetera Investment Advisers | 0.01% | 310,006 | $5,890,122 | $5,834,313 | -$55,809 | -0.95% | |
| Envestnet Asset Management Inc | 0.00% | 292,554 | $5,558,527 | $5,505,866 | -$52,661 | -0.95% | |
| Axxcess Wealth Management, Llc | 0.08% | 264,611 | $5,075,788 | $4,979,979 | -$95,809 | -1.89% | |
| Capital Asset Advisory Services Llc | 0.18% | 240,265 | $4,615,968 | $4,521,787 | -$94,181 | -2.04% | |
| Wealthcare Advisory Partners Llc | 0.07% | 186,550 | $3,578,424 | $3,510,871 | -$67,553 | -1.89% | |
| Osaic Holdings, Inc. | 0.00% | 161,414 | $3,066,873 | $3,037,811 | -$29,062 | -0.95% | |
| Royal Bank Of Canada | 0.00% | 119,883 | $2,278,000 | $2,256,198 | -$21,802 | -0.96% | |
| Iag Wealth Partners, Llc | 0.24% | 113,812 | $2,162,428 | $2,141,942 | -$20,486 | -0.95% | |
| Kestra Advisory Services, Llc | 0.01% | 98,288 | $1,891,537 | $1,849,780 | -$41,757 | -2.21% | |
| Element Wealth, Llc | 0.76% | 96,763 | $1,838,497 | $1,821,080 | -$17,417 | -0.95% | |
| Independent Advisor Alliance | 0.01% | 47,088 | $894,670 | $886,196 | -$8,474 | -0.95% | |
| Stifel Financial Corp | 0.00% | 41,743 | $793,117 | $785,603 | -$7,514 | -0.95% | |
| Stonebridge Financial Group, Llc | 0.05% | 32,116 | $616,052 | $604,423 | -$11,629 | -1.89% | |
| Davenport & Co Llc | 0.00% | 31,190 | $598,281 | $586,996 | -$11,285 | -1.89% | |
| Patriot Financial Group Insurance Agency, Llc | 0.06% | 30,771 | $590,252 | $579,110 | -$11,142 | -1.89% | |
| Journey Strategic Wealth Llc | 0.01% | 29,170 | $554,230 | $548,979 | -$5,251 | -0.95% | |
| Leelyn Smith, Llc | 0.07% | 28,732 | $551,140 | $540,736 | -$10,404 | -1.89% | |
| West Michigan Advisors, Llc | 0.12% | 28,634 | $545,806 | $538,892 | -$6,914 | -1.27% | |
| Jane Street Group, Llc | 0.00% | 27,534 | $523,146 | $518,190 | -$4,956 | -0.95% | |
| Lifegoal Investments, Llc | 0.22% | 25,392 | $487,079 | $477,877 | -$9,202 | -1.89% | |
| Harbour Investments, Inc. | 0.01% | 24,718 | $469,642 | $465,193 | -$4,449 | -0.95% | |
| &Partners | 0.00% | 22,212 | $422,036 | $418,030 | -$4,006 | -0.95% | |
| Arete Wealth Advisors, Llc | 0.03% | 20,149 | $383,233 | $379,204 | -$4,029 | -1.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,986 | $364,180 | $357,317 | -$6,863 | -1.88% | |
| Opal Wealth Advisors, Llc | 0.08% | 18,555 | $355,924 | $349,205 | -$6,719 | -1.89% | |
| Hightower Advisors, Llc | 0.00% | 17,999 | $341,981 | $338,741 | -$3,240 | -0.95% | |
| Keystone Financial Services, Llc | 0.20% | 17,606 | $337,720 | $331,345 | -$6,375 | -1.89% | |
| Amplius Wealth Advisors, Llc | 0.02% | 13,579 | $260,479 | $255,557 | -$4,922 | -1.89% | |
| Fermata Advisors, Llc | 0.05% | 11,631 | $223,107 | $218,895 | -$4,212 | -1.89% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,624 | $125,858 | $124,664 | -$1,194 | -0.95% | |
| Rockefeller Capital Management L.P. | 0.00% | 6,038 | $114,722 | $113,635 | -$1,087 | -0.95% | |
| Planvest Financial, Inc | 0.05% | 3,668 | $69,692 | $69,032 | -$660 | -0.95% | |
| Morgan Stanley | 0.00% | 3,074 | $58,414 | $57,853 | -$561 | -0.96% | |
| Westside Investment Management, Inc. | 0.01% | 2,000 | $38,364 | $37,640 | -$724 | -1.89% | |
| Natixis Advisors, Llc | 0.00% | 39,528 | $751 | $743,917 | +$743,166 | +98956.85% | |
| Usadvisors Wealth Management, Llc | 0.14% | 25,082 | $481 | $472,043 | +$471,562 | +98037.89% | |
| Flow Traders U.S. Llc | 0.01% | 20,921 | $397 | $393,733 | +$393,336 | +99077.13% |
Frequently asked questions about HTAB
Who owns the most HTAB stock?
The largest holders of HTAB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HARTFORD SCHRODERS TAX AWARE (HTAB).
Is HTAB widely held by superinvestors?
Many widely followed stocks like HTAB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HTAB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.