# 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

- Issuer: HARTFORD FDS EXCHANGE TRADED
- Class: SCHRDRS TAX BD
- CUSIP: 41653L404
- 13F holders: 50
- 13F value: $237.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 50 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [CPC Advisors, LLC](https://search.stillhousedata.com/firm/111025) | Atlanta, GA | $41.2M | 2,149,572 |
| Bank of New York Mellon Corp | NEW YORK, NY | $40.0M | 2,085,861 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $21.9M | 1,152,962 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $17.8M | 939,027 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $17.2M | 903,254 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $14.6M | 767,052 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $12.6M | 665,539 |
| [Wealthspire Advisors, LLC](https://search.stillhousedata.com/firm/106181) | NEW YORK, NY | $10.3M | 540,656 |
| YARGER WEALTH STRATEGIES, LLC | WESTERVILLE, OH | $9.2M | 480,097 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $6.2M | 322,980 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $6.0M | 314,986 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $5.9M | 310,006 |
| [AXXCESS WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164081) | CARLSBAD, CA | $5.1M | 264,611 |
| [Capital Asset Advisory Services LLC](https://search.stillhousedata.com/firm/110929) | HASLETT, MI | $4.6M | 240,265 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $3.6M | 186,550 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/41653L404.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.