Public ownership evidence

Hartford Schroders Tax-Aware Bond ETF (HTAB) Ownership Disclosures

Read HTAB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Hartford Schroders Tax-Aware Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
WEST MICHIGAN ADVISORS, LLC
Report period
2026-06-30
Available
2026-08-22
Reported shares
24,105
Value (USD)
$463,895
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001765380-26-000412
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HTAB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HTAB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2224,105$463,895None
Equitable Holdings, Inc.2026-06-302026-08-1810,994$210,897None
Capital Asset Advisory Services LLC2026-06-302026-08-15247,337$4,744,437None
OSAIC HOLDINGS, INC.2026-06-302026-08-15124,860$2,395,067None
OSAIC HOLDINGS, INC.2026-06-302026-08-1538,243$733,507None
JANE STREET GROUP, LLC2026-06-302026-08-15178,640$3,426,690None
OLD MISSION CAPITAL LLC2026-06-302026-08-1517,112$328,244None
Element Wealth, LLC2026-06-302026-08-1595,621$1,834,212None
&PARTNERS2026-06-302026-08-1525,848$495,827None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15669,960$12,890,024None
ROYAL BANK OF CANADA2026-06-302026-08-15114,260$2,192,000None
NATIXIS ADVISORS, LLC2026-06-302026-08-1566,362$1,272,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15477,980$9,168,654None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15446,509$8,564,973None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15904,479$17,349,716None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1541,703$799,952None
Rockefeller Capital Management L.P.2026-06-302026-08-146,038$115,822None
Steward Partners Investment Advisory, LLC2026-06-302026-08-147,202$138,151None
Arete Wealth Advisors, LLC2026-06-302026-08-1426,418$506,699None
MORGAN STANLEY2026-06-302026-08-143,023$57,987None
MORGAN STANLEY2026-06-302026-08-1457$1,107None
Integrated Wealth Concepts LLC2026-06-302026-08-131,216$23,326None
Cetera Investment Advisers2026-06-302026-08-13319,584$6,130,280None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13749,155$14,370,361None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1324,760$474,949None
STIFEL FINANCIAL CORP2026-06-302026-08-1341,474$795,559None
Wealthspire Advisors, LLC2026-06-302026-08-12538,467$10,328,930None
Arete Wealth Advisors, LLC2025-12-312026-08-1215,849$303,508None
Arete Wealth Advisors, LLC2026-06-302026-08-1226,418$506,699None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12332$6,368None
PlanVest Financial, Inc2026-06-302026-08-113,668$70,360None
LPL Financial LLC2026-06-302026-08-08925,807$17,758,913None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0812,832$246,139None
Bank of New York Mellon Corp2026-06-302026-08-07814$15,621None
Bank of New York Mellon Corp2026-06-302026-08-072,085,047$39,995,580None
IAG Wealth Partners, LLC2026-06-302026-08-0786,184$1,653,189None
HighTower Advisors, LLC2026-06-302026-08-0615,817$303,403None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04322,980$6,195,427None
Main Street Financial Solutions, LLC2026-03-312026-07-3011,103$210,962None
USAdvisors Wealth Management, LLC2026-06-302026-07-3025,082$481,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3018,986$364,180None
AXXCESS WEALTH MANAGEMENT, LLC2026-06-302026-07-29264,611$5,075,788None
Kestra Advisory Services, LLC2026-06-302026-07-2998,288$1,891,537None
TRUIST FINANCIAL CORP2026-06-302026-07-29314,986$6,042,090None
Westside Investment Management, Inc.2026-06-302026-07-282,000$38,364None
CPC Advisors, LLC2026-06-302026-07-252,149,572$41,233,305None
Keystone Financial Services, LLC2026-06-302026-07-2517,606$337,720None
Leelyn Smith, LLC2026-06-302026-07-2528,732$551,140None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-07-2528,634$545,806None
Opal Wealth Advisors, LLC2026-06-302026-07-2118,555$355,924None

90-day public filing window, up to 50 source positions.

WEST MICHIGAN ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Capital Asset Advisory Services LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗Element Wealth, LLC ↗&PARTNERS ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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