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 122 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $705 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
23,805
shares
|
$635,831
0.35% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
21,144
shares
|
$564,756
0.07% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
20,891
shares
|
$557,998
0.02% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
19,989
shares
|
$533,906
0.08% of portfolio
|
Q3 2025
Added 236.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
19,703
shares
|
$526,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
18,467
shares
|
$493,253
0.0% of portfolio
|
Q3 2025
Added 30678.33%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
17,921
shares
|
$478,669
0.04% of portfolio
|
Q4 2025
Added 6.83%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
17,911
shares
|
$478,402
0.47% of portfolio
|
Q3 2025
Added 42.84%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
17,260
shares
|
$461,014
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
16,410
shares
|
$438,311
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
16,125
shares
|
$430,698
0.02% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
16,026
shares
|
$428,054
0.04% of portfolio
|
Q3 2025
Added 53.56%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
14,750
shares
|
$393,972
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
14,430
shares
|
$385,425
0.0% of portfolio
|
Q3 2025
Added 155.76%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,430
shares
|
$385,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
14,162
shares
|
$378,267
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
13,985
shares
|
$373,539
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,232
shares
|
$353,426
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$353,426
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
13,127
shares
|
$350,622
0.07% of portfolio
|
Q3 2025
Reduced 39.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
12,791
shares
|
$341,647
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
12,761
shares
|
$340,846
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
12,496
shares
|
$333,768
0.01% of portfolio
|
Q3 2025
Added 503.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
12,477
shares
|
$333,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
11,206
shares
|
$299,312
0.01% of portfolio
|
Q3 2025
Reduced 24.93%
|
|