§ EQUITY
USDHTAB
HARTFORD SCHRODERS TAX AWARE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
27 increased/new, 17 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of New York Mellon Corp | 2.2M | 0.0% | +0% |
| CPC Advisors, LLC | 2.0M | 6.2% | +6% |
| LPL Financial LLC | 1.2M | 0.0% | −5% |
| Bank of America Corp | 897K | 0.0% | −1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 767K | 0.0% | +13% |
| JONES FINANCIAL COMPANIES LLLP | 666K | 0.0% | +19% |
◇ AC INTELLIGENCE
Top institutional owners for HTAB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER64.7% · 39 holders
DEALER / BANK28.6% · 5 holders
INCOME / DEFENSIVE6.8% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HTAB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HTAB yet.