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 56 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
39,717
shares
|
$869,405
0.0% of portfolio
|
Q3 2024
Reduced 50.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
37,845
shares
|
$828,427
0.03% of portfolio
|
Q3 2024
Reduced 38.39%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
35,771
shares
|
$783,027
0.21% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
28,411
shares
|
$621,916
0.11% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
27,846
shares
|
$609,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
25,018
shares
|
$547,644
0.03% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,994
shares
|
$459,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,019
shares
|
$394,435
0.03% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
16,520
shares
|
$361,622
0.27% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
16,177
shares
|
$354,114
0.01% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
14,585
shares
|
$319,265
0.03% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
14,439
shares
|
$316,069
0.01% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,232
shares
|
$289,648
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,990
shares
|
$262,461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
10,960
shares
|
$239,914
0.03% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,271
shares
|
$224,832
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
10,125
shares
|
$221,636
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
9,148
shares
|
$200,249
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
8,261
shares
|
$180,833
0.15% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
8,216
shares
|
$179,848
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
4,165
shares
|
$91,171
0.02% of portfolio
|
Q3 2024
Added 52.68%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
3,125
shares
|
$68,406
0.0% of portfolio
|
Q4 2023
Added 68.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,824
shares
|
$39,927
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
907
shares
|
$19,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
649
shares
|
$14,206
0.0% of portfolio
|
Q3 2024
Added 495.41%
|