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 83 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
1,387,447
shares
|
$33.3 Million
2.66% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,230,498
shares
|
$29.5 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
1,150,292
shares
|
$27.6 Million
15.65% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
1,063,490
shares
|
$25.5 Million
6.87% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
975,391
shares
|
$23.4 Million
0.31% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
959,578
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
Added 31.57%
|
|
|
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
|
May 09, 2025 Q1 2025 |
418,549
shares
|
$10 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
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%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
285,231
shares
|
$6.85 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
262,060
shares
|
$6.29 Million
1.68% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
255,901
shares
|
$6.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
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
|
$5.23 Million
3.88% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
206,823
shares
|
$4.96 Million
0.2% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
168,646
shares
|
$4.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
166,663
shares
|
$4 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
162,782
shares
|
$3.91 Million
8.99% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
153,118
shares
|
$3.67 Million
0.04% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
150,500
shares
|
$3.61 Million
1.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
149,502
shares
|
$3.59 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
130,676
shares
|
$3.14 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
110,429
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.67%
|