Purchases and Sales Made in Q4 2025 in Harbor ETF Tr All Weather Infl (HGER)
This table provides information about the institutional ownership of Harbor ETF Tr All Weather Infl (HGER) during Q4 2025. The information is specifically focused on institutions that hold shares of HARBOR ETF TR ALL WEATHER INFL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
864K+ 367638.72% |
$22.1M - $23.4M
|
864K
$23.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
271K+ 2534.16% |
$6.94M - $7.35M
|
282K
$7.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
255KNew |
$6.52M - $6.91M
|
255K
$6.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
159K+ 35.77% |
$4.07M - $4.31M
|
603K
$16.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157K+ 1231.19% |
$4.03M - $4.27M
|
170K
$4.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
138KNew |
$3.54M - $3.75M
|
138K
$3.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
136KNew |
$3.48M - $3.69M
|
136K
$3.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
96.2K+ 22.43% |
$2.46M - $2.61M
|
525K
$14M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
74.9K+ 136.32% |
$1.92M - $2.03M
|
130K
$3.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
56.6KNew |
$1.45M - $1.54M
|
56.6K
$1.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
53.3KNew |
$1.37M - $1.45M
|
53.3K
$1.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
43.8K+ 45.23% |
$1.12M - $1.19M
|
141K
$3.76M
|
|
|
Jan 22, 2026
Q4 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
42.9KNew |
$1.1M - $1.16M
|
42.9K
$1.15M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
36.8KNew |
$942K - $998K
|
36.8K
$983K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
23.5K+ 117.35% |
$601K - $636K
|
43.4K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
BUY
|
- |
23.1K+ 18.69% |
$591K - $626K
|
147K
$3.92M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
22.1K+ 11.58% |
$565K - $598K
|
213K
$5.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
19.6KNew |
$501K - $531K
|
19.6K
$523K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
16.4K+ 16.1% |
$421K - $446K
|
118K
$3.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
16.4KNew |
$421K - $445K
|
16.4K
$439K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.2K+ 156.69% |
$415K - $439K
|
26.5K
$708K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
14.6KNew |
$374K - $396K
|
14.6K
$390K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.4KNew |
$368K - $389K
|
14.4K
$384K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
14KNew |
$358K - $379K
|
14K
$373K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
13.3KNew |
$341K - $361K
|
13.3K
$356K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11.8K+ 92.24% |
$301K - $319K
|
24.5K
$655K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
9.81K+ 46.42% |
$251K - $266K
|
31K
$827K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.46K+ 30.24% |
$114K - $121K
|
19.2K
$513K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 10.5% |
$99.6K - $105K
|
40.9K
$1.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 6.83% |
$29.3K - $31.1K
|
17.9K
$479K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.14K+ 24.61% |
$29.2K - $30.9K
|
5.78K
$154K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
986+ 10.74% |
$25.3K - $26.7K
|
10.2K
$271K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
777New |
$19.9K - $21.1K
|
777
$20.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
677New |
$17.3K - $18.4K
|
677
$18.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
588New |
$15.1K - $15.9K
|
588
$15.7K
|
|
|
Jan 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
183New |
$4.69K - $4.96K
|
183
$4.89K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.02K- 2.69% |
$51.7K - $54.7K
|
72.9K
$1.95M
|
|