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 94 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $383 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
|
$28.5 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
|
$28.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
1,132,567
shares
|
$27.7 Million
14.78% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
1,131,219
shares
|
$27.7 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
|
$26.4 Million
6.08% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
901,163
shares
|
$22 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
816,641
shares
|
$20 Million
0.03% of portfolio
|
Q2 2025
Added 95.11%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
718,699
shares
|
$17.6 Million
1.26% of portfolio
|
Q2 2025
Reduced 48.2%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
566,484
shares
|
$13.9 Million
1.89% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
468,161
shares
|
$11.4 Million
8.1% of portfolio
|
Q2 2025
Added 114.92%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
396,738
shares
|
$9.7 Million
2.48% of portfolio
|
Q2 2025
Added 51.39%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
377,649
shares
|
$9.23 Million
0.05% of portfolio
|
Q2 2025
Added 32.4%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
329,652
shares
|
$8.06 Million
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
310,802
shares
|
$7.6 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,642
shares
|
$7.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
270,895
shares
|
$6.62 Million
0.02% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
246,171
shares
|
$6.02 Million
0.31% of portfolio
|
Q2 2025
Added 64.66%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
232,856
shares
|
$5.69 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
206,599
shares
|
$5.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
201,657
shares
|
$4.93 Million
1.48% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
192,994
shares
|
$4.72 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
188,236
shares
|
$4.6 Million
0.01% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
183,841
shares
|
$4.49 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
162,782
shares
|
$3.98 Million
8.99% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
151,156
shares
|
$3.7 Million
1.06% of portfolio
|
Q2 2025
Added 0.44%
|