Hartford Schroders Tax Aware
$18.19+0.1%
+$5.4M
Net Activity
+1.41% total shares
Institutions Holding
49
Popularity Rank
#6229
Avg Weight
0.23%
Total Value
$237.5M
49 institutions currently hold HTAB, with 29 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
29
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 #6229 out of 37696 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.
Opal Wealth Advisors, LLC has added to its HTAB position for two straight quarters, increasing it by $22.5K to reach $363.0K today.
Patriot Financial Group Insurance Agency, LLC has trimmed its HTAB position for two straight quarters, cutting it by $780.4K while still holding $442.7K.
HTAB is up 0.1% today, and institutions have been net buyers of $5.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$15.6M
Total Buy Value
$21.8M
Total Sell Value
29
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 2026-09-30 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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,137
Total reported value
$279.7B
Held by 4137 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