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 |
|---|---|---|---|---|---|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
147,462
shares
|
$3.61 Million
10.02% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
144,876
shares
|
$3.54 Million
0.36% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
143,524
shares
|
$3.51 Million
0.37% of portfolio
|
Q2 2025
Added 31.75%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
136,353
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Added 62.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
134,972
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2025
Added 418.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
127,161
shares
|
$3.11 Million
0.03% of portfolio
|
Q2 2025
Added 533.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,585
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
115,079
shares
|
$2.81 Million
2.43% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
106,394
shares
|
$2.6 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
91,715
shares
|
$2.24 Million
0.57% of portfolio
|
Q2 2025
Added 36.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
79,114
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
78,862
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 191.13%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
76,682
shares
|
$1.87 Million
0.51% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
73,521
shares
|
$1.8 Million
0.5% of portfolio
|
Q2 2025
Added 11.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
72,646
shares
|
$1.78 Million
0.17% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
67,757
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.03%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
63,752
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
61,782
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
61,616
shares
|
$1.51 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
61,197
shares
|
$1.5 Million
0.42% of portfolio
|
Q2 2025
Reduced 32.64%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
55,500
shares
|
$1.36 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
52,893
shares
|
$1.29 Million
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
51,921
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.98%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
50,986
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
45,172
shares
|
$1.1 Million
0.34% of portfolio
|
Q2 2025
Added 4.41%
|