HTAB HARTFORD FDS EXCHANGE TRADED: institutional ownership and insider trading

46 funds reported holding $227M of HARTFORD FDS EXCHANGE TRADED in their latest 13F filings; in Q2 2026 funds net bought $3.84M, with 4 new positions and 3 funds selling out.

Largest institutional holders of HTAB

1. Bank of New York Mellon Corp (BK, BK-PK) — $40.0M
2. CPC Advisors, LLC — $35.9M
3. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $18.1M
4. LPL Financial LLC — $17.8M
5. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $17.7M
6. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — $14.4M
7. JONES FINANCIAL COMPANIES LLLP — $12.9M
8. Wealthspire Advisors, LLC — $10.3M
9. YARGER WEALTH STRATEGIES, LLC — $9.17M
10. ENVESTNET ASSET MANAGEMENT INC — $6.20M

5%+ owners

• TRUIST FINANCIAL CORP: 6.6% (Schedule 13G, filed Oct 19, 2026)

All HTAB 13F holders