HTAB

Hartford Schroders Tax Aware

Latest period2026 - Q1Total superinvestors46

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 46 superinvestors own shares of Hartford Schroders Tax Aware (HTAB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Hartford Schroders Tax Aware (HTAB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Hartford Schroders Tax Aware (HTAB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Hartford Schroders Tax Aware (HTAB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Andrew Weiser@Bank Of New York Mellon Corp
Recent Activity
Increased 0.04%
0.01%
$41.542M
2.186M shares@ 19.0 avg price
Gregory Phillips@Cpc Advisors, Llc
Recent Activity
Increased 5.87%
6.23%
$38.391M
2.021M shares@ 19.01 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -5.19%
0.01%
$21.906M
1.153M shares@ 19.0 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -1.28%
0.01%
$17.842M
939,027 shares@ 19.01 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -5.5%
0.01%
$17.162M
903,254 shares@ 19.01 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 14%
0.01%
$14.574M
767,052 shares@ 19.0 avg price
Aaron Albritton@Jones Financial Companies Lllp
Recent Activity
Increased 18.65%
0.01%
$12.599M
665,539 shares@ 18.94 avg price
Michael Del Priore@Wealthspire Advisors, Llc
Recent Activity
New Position
0.09%
$10.272M
540,656 shares@ 19.0 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Increased 4.14%
3.66%
$9.076M
477,671 shares@ 19.01 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 3.45%
0.01%
$5.89M
310,006 shares@ 19.01 avg price

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