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 |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
21,306
shares
|
$511,344
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
20,888
shares
|
$501,312
0.22% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,059
shares
|
$481,416
0.0% of portfolio
|
Q1 2025
Added 2316.75%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
18,841
shares
|
$452,184
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
18,159
shares
|
$435,816
0.14% of portfolio
|
Q1 2025
Added 40.18%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
17,825
shares
|
$427,800
0.02% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,782
shares
|
$426,768
0.02% of portfolio
|
Q1 2025
Reduced 56.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,725
shares
|
$425,400
0.03% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
17,173
shares
|
$412,152
0.04% of portfolio
|
Q1 2025
Added 30.71%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
16,724
shares
|
$401,376
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
15,803
shares
|
$379,272
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
15,504
shares
|
$372,096
0.24% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
15,425
shares
|
$370,200
0.04% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$317,568
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,957
shares
|
$310,968
0.01% of portfolio
|
Q1 2025
Reduced 70.07%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,613
shares
|
$254,712
0.02% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
10,531
shares
|
$252,744
0.09% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
10,436
shares
|
$250,464
0.03% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,271
shares
|
$246,504
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
10,076
shares
|
$241,824
0.23% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
5,830
shares
|
$139,920
0.18% of portfolio
|
Q1 2025
Added 228.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,642
shares
|
$135,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,077
shares
|
$73,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,975
shares
|
$71,400
0.0% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,862
shares
|
$68,688
0.05% of portfolio
|
Q1 2025
New holding
|