Hartford Schroders Tax Aware
$18.620%
+$5.4M
Net Activity
+1.41% total shares
Institutions Holding
49
Popularity Rank
#6220
Avg Weight
0.23%
Total Value
$237.5M
49 institutions currently hold HTAB, with 28 net buyers and 20 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
20
Net Buying Institutions
28
Top 5 by Value
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Across its top 20 institutional holders, HTAB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 25/100).
HTAB ranks #6220 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
HTAB is a top-conviction position for CPC Advisors, LLC — at 5.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
CPC Advisors, LLC has added to its HTAB position for two straight quarters, increasing it by $4.7M to reach $41.2M today.
LPL Financial LLC has trimmed its HTAB position for two straight quarters, cutting it by $5.5M while still holding $17.8M.
HTAB is down 0% today, but institutions show net buying of $5.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$15.0M
Total Buy Value
$21.8M
Total Sell Value
28
Net Buyers
20
Net Sellers
HTAB
Q2 2026
Top 5 Institutional Movers
+$5.1M
-$4.1M
+$2.9M
+$2.8M
-$1.5M
HTAB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
41653L404
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Access HTAB's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/HTABCLI
npx alphasmo stocks get HTAB