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 53 institutions that hold shares in the stock, with a total of 6.91 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
36,836
shares
|
$841,702
0.03% of portfolio
|
Q2 2024
New holding
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
31,447
shares
|
$718,563
0.21% of portfolio
|
Q2 2024
New holding
|
|
Platform Technology Partners
|
Jul 30, 2024 Q2 2024 |
30,820
shares
|
$704,237
0.24% of portfolio
|
Q2 2024
Added 111.89%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
29,471
shares
|
$673,412
0.04% of portfolio
|
Q2 2024
Reduced 14.9%
|
|
Portside Wealth Group, LLC
Provo, UT |
Jul 18, 2024 Q2 2024 |
28,022
shares
|
$640,302
0.12% of portfolio
|
Q2 2024
New holding
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
18,365
shares
|
$419,640
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
16,520
shares
|
$377,482
0.27% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
14,585
shares
|
$333,267
0.03% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
14,112
shares
|
$322,459
0.01% of portfolio
|
Q2 2024
New holding
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
13,199
shares
|
$301,597
0.01% of portfolio
|
Q2 2024
Added 3.91%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
11,383
shares
|
$260,101
0.03% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
11,273
shares
|
$257,588
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
10,375
shares
|
$237,068
0.0% of portfolio
|
Q2 2024
New holding
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
9,148
shares
|
$209,031
0.02% of portfolio
|
Q3 2024
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
8,579
shares
|
$196,030
0.14% of portfolio
|
Q2 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
8,216
shares
|
$187,735
0.02% of portfolio
|
Q3 2024
New holding
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
4,165
shares
|
$95,170
0.02% of portfolio
|
Q3 2024
Added 52.68%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
3,125
shares
|
$71,406
0.0% of portfolio
|
Q4 2023
Added 68.92%
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Aug 14, 2024 Q2 2024 |
2,550
shares
|
$58,267
0.29% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,824
shares
|
$41,678
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
907
shares
|
$20,724
0.0% of portfolio
|
Q3 2024
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 10, 2024 Q2 2024 |
789
shares
|
$18,028
0.01% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
649
shares
|
$14,829
0.0% of portfolio
|
Q3 2024
Added 495.41%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
362
shares
|
$8,271
0.0% of portfolio
|
Q2 2024
Added 220.35%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
173
shares
|
$3,953
0.0% of portfolio
|
Q2 2024
New holding
|