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 84 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
110,429
shares
|
$2.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 96.67%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
102,204
shares
|
$2.54 Million
2.18% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
83,969
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
81,662
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
79,114
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
78,862
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 191.13%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
76,682
shares
|
$1.91 Million
0.51% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
76,169
shares
|
$1.9 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
74,259
shares
|
$1.85 Million
0.19% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
67,128
shares
|
$1.67 Million
0.45% of portfolio
|
Q1 2025
Added 267.86%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
65,649
shares
|
$1.63 Million
0.49% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
63,752
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
61,782
shares
|
$1.54 Million
0.11% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
61,616
shares
|
$1.53 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
61,197
shares
|
$1.52 Million
0.42% of portfolio
|
Q2 2025
Reduced 32.64%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
59,924
shares
|
$1.49 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
43,265
shares
|
$1.08 Million
0.34% of portfolio
|
Q1 2025
Added 201.54%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
42,294
shares
|
$1.05 Million
0.27% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
37,626
shares
|
$936,887
0.02% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
33,790
shares
|
$841,371
0.5% of portfolio
|
Q2 2025
Added 79.34%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,227
shares
|
$827,352
0.0% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
32,753
shares
|
$815,549
0.13% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
27,306
shares
|
$679,919
0.53% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
26,042
shares
|
$648,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
25,284
shares
|
$629,571
0.05% of portfolio
|
Q2 2025
Added 47.23%
|