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 78 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
1,387,447
shares
|
$32.5 Million
2.66% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
1,150,292
shares
|
$26.9 Million
15.65% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
1,053,741
shares
|
$24.7 Million
6.86% of portfolio
|
Q4 2024
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
1,053,741
shares
|
$24.7 Million
6.9% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
972,913
shares
|
$22.8 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
729,302
shares
|
$17.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
547,798
shares
|
$12.8 Million
1.82% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
400,390
shares
|
$9.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
363,966
shares
|
$8.52 Million
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
327,603
shares
|
$7.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
302,642
shares
|
$7.08 Million
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
285,231
shares
|
$6.68 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
261,468
shares
|
$6.12 Million
1.54% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
241,798
shares
|
$5.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
217,828
shares
|
$5.1 Million
3.88% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
191,232
shares
|
$4.48 Million
8.12% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
190,364
shares
|
$4.46 Million
0.25% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
168,646
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
166,663
shares
|
$3.9 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
151,152
shares
|
$3.54 Million
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
150,249
shares
|
$3.52 Million
1.04% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
149,502
shares
|
$3.5 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,585
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
90,850
shares
|
$2.13 Million
0.68% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
83,969
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|