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 53 institutions that hold shares in the stock, with a total of 6.91 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
3 Edge Asset Management, LP
|
Aug 12, 2024 Q2 2024 |
1,058,226
shares
|
$24.2 Million
2.31% of portfolio
|
Q2 2024
New holding
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
1,020,594
shares
|
$23.3 Million
5.94% of portfolio
|
Q3 2024
Added 11.09%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
989,448
shares
|
$22.6 Million
0.3% of portfolio
|
Q2 2024
Added 2.97%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
482,875
shares
|
$11 Million
0.03% of portfolio
|
Q2 2024
Added 506.18%
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
444,087
shares
|
$10.1 Million
1.41% of portfolio
|
Q3 2024
Added 11.75%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
434,933
shares
|
$9.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,642
shares
|
$6.92 Million
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
255,808
shares
|
$5.85 Million
1.51% of portfolio
|
Q3 2024
Added 0.12%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Aug 05, 2024 Q2 2024 |
159,970
shares
|
$3.66 Million
1.3% of portfolio
|
Q2 2024
New holding
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
151,964
shares
|
$3.47 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
139,516
shares
|
$3.19 Million
1.04% of portfolio
|
Q2 2024
Added 19.26%
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
131,883
shares
|
$3.01 Million
1.26% of portfolio
|
Q2 2024
Added 55.48%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,585
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
109,419
shares
|
$2.5 Million
0.1% of portfolio
|
Q2 2024
Added 39.69%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
105,493
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Added 267.19%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
98,342
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
81,002
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Added 454.13%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
80,791
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
80,216
shares
|
$1.83 Million
1.24% of portfolio
|
Q3 2024
Added 29.08%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
79,721
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2024
Added 114.95%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
69,569
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Added 473.62%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
61,429
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
56,607
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2024
Added 27.49%
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
54,855
shares
|
$1.25 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
40,600
shares
|
$927,710
0.0% of portfolio
|
Q2 2024
Added 116.94%
|