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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
108,939
shares
|
$2.61 Million
0.28% of portfolio
|
Q1 2025
Added 48.87%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
102,204
shares
|
$2.45 Million
2.18% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
83,969
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
81,662
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
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%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
76,169
shares
|
$1.83 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
74,259
shares
|
$1.78 Million
0.19% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
72,811
shares
|
$1.75 Million
0.49% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
67,128
shares
|
$1.61 Million
0.45% of portfolio
|
Q1 2025
Added 267.86%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
65,649
shares
|
$1.58 Million
0.49% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
59,924
shares
|
$1.44 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
50,776
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
50,210
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
43,265
shares
|
$1.04 Million
0.34% of portfolio
|
Q1 2025
Added 201.54%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
42,294
shares
|
$1.02 Million
0.27% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
37,626
shares
|
$903,024
0.02% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,227
shares
|
$797,448
0.0% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
32,753
shares
|
$786,072
0.13% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
27,306
shares
|
$655,344
0.53% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
27,088
shares
|
$650,112
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
26,093
shares
|
$626,232
0.11% of portfolio
|
Q1 2025
Added 112.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
26,042
shares
|
$625,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
21,987
shares
|
$527,688
0.01% of portfolio
|
Q1 2025
Reduced 78.81%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,673
shares
|
$520,152
0.0% of portfolio
|
Q1 2025
Added 3.23%
|