HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD

HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD is a security (CUSIP 41653L404) tracked across SEC portfolio filings. 50 institutional managers reported $237.4M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 50 managers by value.

ManagerLocationValueShares
CPC Advisors, LLCAtlanta, GA$41.2M2,149,572
Bank of New York Mellon CorpNEW YORK, NY$40.0M2,085,861
LPL Financial LLCFORT MILL, SC$21.9M1,152,962
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$17.8M939,027
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$17.2M903,254
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMILWAUKEE, WI$14.6M767,052
JONES FINANCIAL COMPANIES LLLPDES PERES, MO$12.6M665,539
Wealthspire Advisors, LLCNEW YORK, NY$10.3M540,656
YARGER WEALTH STRATEGIES, LLCWESTERVILLE, OH$9.2M480,097
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$6.2M322,980
TRUIST FINANCIAL CORPCHARLOTTE, NC$6.0M314,986
Cetera Investment AdvisersSCHAUMBURG, IL$5.9M310,006
AXXCESS WEALTH MANAGEMENT, LLCCARLSBAD, CA$5.1M264,611
Capital Asset Advisory Services LLCHASLETT, MI$4.6M240,265
Wealthcare Advisory Partners LLCWEST CHESTER, PA$3.6M186,550

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