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 59 institutions that hold shares in the stock, with a total of 9.06 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
1,130,756
shares
|
$26.1 Million
2.18% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
1,053,741
shares
|
$24.4 Million
6.9% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
1,053,741
shares
|
$24.4 Million
6.86% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
987,250
shares
|
$22.8 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
501,314
shares
|
$11.6 Million
1.56% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
442,197
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
434,933
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
336,789
shares
|
$7.78 Million
0.01% of portfolio
|
Q3 2024
Added 316.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,642
shares
|
$6.99 Million
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
264,740
shares
|
$6.12 Million
0.02% of portfolio
|
Q3 2024
Added 150.96%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
261,468
shares
|
$6.04 Million
1.54% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
205,374
shares
|
$4.75 Million
3.16% of portfolio
|
Q4 2024
Added 156.03%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
190,364
shares
|
$4.4 Million
0.25% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
167,762
shares
|
$3.88 Million
5.98% of portfolio
|
Q3 2024
Added 6478.9%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
150,772
shares
|
$3.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
141,456
shares
|
$3.27 Million
0.98% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
133,050
shares
|
$3.07 Million
1.18% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
126,608
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2024
Added 1023.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,585
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
114,522
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2024
Added 16.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
109,419
shares
|
$2.53 Million
0.1% of portfolio
|
Q2 2024
Added 39.69%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
87,402
shares
|
$2.02 Million
0.63% of portfolio
|
Q4 2024
Reduced 48.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
79,928
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
76,776
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
54,855
shares
|
$1.27 Million
0.4% of portfolio
|
Q3 2024
New holding
|