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 130 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $731 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
221,520
shares
|
$5.92 Million
1.57% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
218,454
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2025
Added 16.05%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
190,457
shares
|
$5.09 Million
0.48% of portfolio
|
Q3 2025
Added 32.7%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
188,481
shares
|
$5.03 Million
2.6% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
183,105
shares
|
$4.89 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
172,057
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
170,881
shares
|
$4.56 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
170,272
shares
|
$4.55 Million
0.01% of portfolio
|
Q4 2025
Added 1231.19%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
162,782
shares
|
$4.35 Million
8.99% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
161,578
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
153,914
shares
|
$4.11 Million
0.02% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
152,573
shares
|
$4.08 Million
1.62% of portfolio
|
Q3 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
151,788
shares
|
$4.05 Million
0.9% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
146,639
shares
|
$3.92 Million
1.1% of portfolio
|
Q4 2025
Added 18.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
144,414
shares
|
$3.86 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
138,204
shares
|
$3.69 Million
2.38% of portfolio
|
Q4 2025
New holding
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
136,017
shares
|
$3.63 Million
1.88% of portfolio
|
Q4 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
129,648
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2025
Added 64.4%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
127,594
shares
|
$3.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 45.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,585
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
112,013
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Added 78.73%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
109,583
shares
|
$2.93 Million
2.32% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
102,049
shares
|
$2.73 Million
0.67% of portfolio
|
Q3 2025
Added 33.08%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
96,909
shares
|
$2.59 Million
0.6% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
90,074
shares
|
$2.41 Million
0.62% of portfolio
|
Q3 2025
Added 47.19%
|
|