Institutional Ownership Harbor ETF Tr All Weather Infl (HGER)
This table provides information about the institutional ownership of Harbor ETF Tr All Weather Infl (HGER). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $416 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,167,543
shares
|
$30.6 Million
0.01% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,159,518
shares
|
$30.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
1,133,936
shares
|
$29.7 Million
14.97% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
1,131,219
shares
|
$29.7 Million
0.34% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
1,080,982
shares
|
$28.3 Million
6.08% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
906,690
shares
|
$23.8 Million
0.03% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
901,163
shares
|
$23.6 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
718,699
shares
|
$18.8 Million
1.26% of portfolio
|
Q2 2025
Reduced 48.2%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
505,778
shares
|
$13.3 Million
8.32% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
444,087
shares
|
$11.6 Million
1.48% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
429,093
shares
|
$11.3 Million
2.6% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
377,649
shares
|
$9.9 Million
0.05% of portfolio
|
Q2 2025
Added 32.4%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
329,652
shares
|
$8.64 Million
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
310,802
shares
|
$8.15 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,642
shares
|
$7.94 Million
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
270,895
shares
|
$7.1 Million
0.02% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
246,171
shares
|
$6.45 Million
0.31% of portfolio
|
Q2 2025
Added 64.66%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
232,856
shares
|
$6.11 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
221,520
shares
|
$5.81 Million
1.57% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
206,599
shares
|
$5.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
192,994
shares
|
$5.06 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
190,457
shares
|
$4.99 Million
0.48% of portfolio
|
Q3 2025
Added 32.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
188,236
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
183,841
shares
|
$4.82 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
162,782
shares
|
$4.27 Million
8.99% of portfolio
|
Q1 2025
Reduced 14.88%
|