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 73 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
1,466,875
shares
|
$35.2 Million
2.24% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
1,161,235
shares
|
$27.8 Million
14.71% of portfolio
|
Q4 2024
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
1,053,741
shares
|
$25.3 Million
6.9% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
1,053,741
shares
|
$25.3 Million
6.86% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
972,913
shares
|
$23.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
729,302
shares
|
$17.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
547,798
shares
|
$13.1 Million
1.82% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
400,390
shares
|
$9.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
363,966
shares
|
$8.73 Million
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
327,603
shares
|
$7.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,642
shares
|
$7.26 Million
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
261,468
shares
|
$6.27 Million
1.54% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
241,798
shares
|
$5.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
217,828
shares
|
$5.22 Million
3.88% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
191,232
shares
|
$4.59 Million
8.12% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
190,364
shares
|
$4.56 Million
0.25% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
177,353
shares
|
$4.25 Million
0.01% of portfolio
|
Q4 2024
Added 40.08%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
151,152
shares
|
$3.62 Million
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
150,249
shares
|
$3.6 Million
1.04% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,585
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
103,781
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
100,157
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 152.18%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
90,850
shares
|
$2.18 Million
0.68% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
83,628
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
79,114
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Added 3.05%
|