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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
36,801
shares
|
$982,954
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
33,647
shares
|
$898,711
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
30,958
shares
|
$826,888
0.11% of portfolio
|
Q4 2025
Added 46.42%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
29,658
shares
|
$792,165
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
27,834
shares
|
$743,446
0.06% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
27,371
shares
|
$731,079
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
26,242
shares
|
$700,923
3.39% of portfolio
|
Q3 2025
Reduced 82.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
25,870
shares
|
$690,987
0.01% of portfolio
|
Q3 2025
Added 37.05%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
24,532
shares
|
$655,249
0.06% of portfolio
|
Q4 2025
Added 92.24%
|
|
|
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%
|
|
|
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%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
19,703
shares
|
$526,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
19,568
shares
|
$522,661
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
19,211
shares
|
$513,125
0.16% of portfolio
|
Q4 2025
Added 30.24%
|
|
|
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
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
16,423
shares
|
$438,658
0.08% of portfolio
|
Q4 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%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
14,593
shares
|
$389,779
0.13% of portfolio
|
Q4 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
|
|