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 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
21,987
shares
|
$547,476
0.01% of portfolio
|
Q1 2025
Reduced 78.81%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,673
shares
|
$539,657
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
21,306
shares
|
$530,519
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
20,888
shares
|
$520,111
0.22% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,059
shares
|
$499,469
0.0% of portfolio
|
Q1 2025
Added 2316.75%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
18,159
shares
|
$452,159
0.14% of portfolio
|
Q1 2025
Added 40.18%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
17,825
shares
|
$443,842
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
|
$442,771
0.02% of portfolio
|
Q1 2025
Reduced 56.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,725
shares
|
$441,352
0.03% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
16,724
shares
|
$416,427
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
15,803
shares
|
$393,494
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
15,766
shares
|
$392,573
0.04% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
15,504
shares
|
$386,049
0.24% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$329,476
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,957
shares
|
$322,629
0.01% of portfolio
|
Q1 2025
Reduced 70.07%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
10,613
shares
|
$264,263
0.02% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
10,436
shares
|
$259,856
0.03% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
10,330
shares
|
$257,216
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
10,076
shares
|
$250,892
0.23% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
5,943
shares
|
$147,980
0.02% of portfolio
|
Q2 2025
Reduced 77.22%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
5,830
shares
|
$145,167
0.18% of portfolio
|
Q1 2025
Added 228.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,642
shares
|
$140,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
3,432
shares
|
$85,456
0.0% of portfolio
|
Q2 2025
Added 95.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,077
shares
|
$76,617
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,975
shares
|
$74,077
0.0% of portfolio
|
Q1 2025
Added 9.17%
|