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 51 institutions that hold shares in the stock, with a total of 7.25 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
Aug 12, 2024 Q2 2024 |
1,058,226
shares
|
$24.1 Million
2.31% of portfolio
|
Q2 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
989,448
shares
|
$22.5 Million
0.3% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 01, 2024 Q2 2024 |
918,676
shares
|
$20.9 Million
6.25% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
483,562
shares
|
$11 Million
0.02% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
482,875
shares
|
$11 Million
0.03% of portfolio
|
Q2 2024
Added 506.18%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
397,380
shares
|
$9.06 Million
1.37% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
346,249
shares
|
$7.89 Million
0.05% of portfolio
|
Q2 2024
Added 87.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
296,312
shares
|
$6.75 Million
0.0% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Ellsworth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
255,502
shares
|
$5.82 Million
1.63% of portfolio
|
Q2 2024
Added 1.78%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 18, 2024 Q2 2024 |
162,758
shares
|
$3.71 Million
2.96% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Aug 05, 2024 Q2 2024 |
159,970
shares
|
$3.65 Million
1.3% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
151,964
shares
|
$3.46 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
139,516
shares
|
$3.18 Million
1.04% of portfolio
|
Q2 2024
Added 19.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
136,124
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
131,883
shares
|
$3.01 Million
1.26% of portfolio
|
Q2 2024
Added 55.48%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
109,419
shares
|
$2.49 Million
0.1% of portfolio
|
Q2 2024
Added 39.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
105,493
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2024
Added 267.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
98,342
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
81,002
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Added 454.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
80,791
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
79,721
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2024
Added 114.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
69,569
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Added 473.62%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2024 Q2 2024 |
62,142
shares
|
$1.42 Million
1.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
61,429
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
56,607
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2024
Added 27.49%
|