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 72 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
71,621
shares
|
$1.7 Million
0.47% of portfolio
|
Q4 2024
Added 30.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
68,919
shares
|
$1.64 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
68,550
shares
|
$1.63 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
54,238
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
53,804
shares
|
$1.28 Million
0.38% of portfolio
|
Q4 2024
Added 25.88%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
46,889
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 470.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,284
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,312
shares
|
$981,160
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
38,086
shares
|
$904,542
0.22% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
36,905
shares
|
$876,493
0.02% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
28,078
shares
|
$666,852
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
28,037
shares
|
$665,878
0.11% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
27,362
shares
|
$649,847
0.0% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
25,012
shares
|
$594,035
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
22,325
shares
|
$530,218
0.03% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,994
shares
|
$498,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
18,248
shares
|
$433,390
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
18,102
shares
|
$429,922
0.03% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
15,854
shares
|
$376,532
0.04% of portfolio
|
Q4 2024
Added 73.31%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
15,851
shares
|
$376,461
0.25% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
15,323
shares
|
$363,921
0.01% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
14,348
shares
|
$340,765
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$314,260
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
13,138
shares
|
$312,027
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
12,954
shares
|
$307,657
0.07% of portfolio
|
Q4 2024
Added 27.94%
|