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 75 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $280 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
15,803
shares
|
$376,585
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
15,504
shares
|
$369,460
0.24% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
15,425
shares
|
$367,577
0.04% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$315,318
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
12,954
shares
|
$308,693
0.07% of portfolio
|
Q4 2024
Added 27.94%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
12,358
shares
|
$294,491
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
12,212
shares
|
$291,011
0.02% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
10,531
shares
|
$250,953
0.09% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,436
shares
|
$248,689
0.03% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,271
shares
|
$244,757
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,505
shares
|
$226,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,764
shares
|
$137,356
0.0% of portfolio
|
Q4 2024
Added 1980.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,628
shares
|
$110,285
0.0% of portfolio
|
Q4 2024
Added 2575.14%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,725
shares
|
$64,936
0.0% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,597
shares
|
$61,886
0.0% of portfolio
|
Q4 2024
Reduced 96.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,824
shares
|
$43,465
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,777
shares
|
$42,345
0.07% of portfolio
|
Q4 2024
Reduced 78.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,353
shares
|
$32,241
0.0% of portfolio
|
Q4 2024
Added 49.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
830
shares
|
$19,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
649
shares
|
$15,465
0.0% of portfolio
|
Q3 2024
Added 495.41%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
503
shares
|
$11,986
0.0% of portfolio
|
Q4 2024
Added 122.57%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
445
shares
|
$10,604
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
345
shares
|
$8,221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
249
shares
|
$5,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
130
shares
|
$3,097
0.0% of portfolio
|
Q4 2024
New holding
|