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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
40,615
shares
|
$993,036
0.02% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
36,651
shares
|
$896,116
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
35,946
shares
|
$878,879
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
34,005
shares
|
$831,422
0.03% of portfolio
|
Q2 2025
Added 91.23%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
33,790
shares
|
$826,165
0.5% of portfolio
|
Q2 2025
Added 79.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,644
shares
|
$700,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,654
shares
|
$651,690
0.0% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
25,284
shares
|
$618,193
0.05% of portfolio
|
Q2 2025
Added 47.23%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,584
shares
|
$527,728
0.13% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
20,529
shares
|
$501,934
0.07% of portfolio
|
Q2 2025
Added 29.91%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
19,656
shares
|
$480,589
0.18% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
18,877
shares
|
$461,542
0.01% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,768
shares
|
$458,877
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
16,268
shares
|
$397,752
0.01% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
15,766
shares
|
$385,478
0.04% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
15,377
shares
|
$375,967
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
14,927
shares
|
$364,965
0.02% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
14,688
shares
|
$359,121
0.26% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
14,577
shares
|
$356,407
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$323,522
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,232
shares
|
$323,522
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,920
shares
|
$315,894
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
12,539
shares
|
$306,578
0.29% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
10,436
shares
|
$255,160
0.03% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,330
shares
|
$252,568
0.03% of portfolio
|
Q2 2025
New holding
|