HARBOR ETF TRUST (AGGS)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
8
Reporting holders
$13.2M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | $6.9M | 169,789 | 0.70% | 4q | +4.5%+$297.6K |
| Steward Partners Investment Advisory, LLC | $2.8M | 68,980 | 0.01% | 5q | HELD |
| INCOME RESEARCH & MANAGEMENT | $2.0M | 50,000 | 1.11% | 9q | HELD |
| Worth Financial Advisory Group, LLC | $516.0K | 12,617 | 0.21% | new | NEW |
| JANE STREET GROUP, LLC | $338.7K | 8,283 | 0.00% | 9q | -52.2%-$369.8K |
| LPL Financial LLC | $245.4K | 6,001 | 0.00% | 5q | +10.0%+$22.3K |
| CITADEL ADVISORS LLC | $205.0K | 5,012 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $39.2K | 965 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $758 | 18,544 | 0.00% | 4q | +100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 8 | $13.2M | 321,647 | 2 | 2 | 1 | 0.0% |
| Q1 2026 | 8 | $12.8M | 312,986 | 0 | 4 | 1 | 0.0% |
| Q4 2025 | 9 | $11.9M | 287,911 | 2 | 1 | 5 | 0.0% |
| Q3 2025 | 7 | $11.2M | 269,184 | 2 | 1 | 2 | 0.0% |
| Q2 2025 | 5 | $5.1M | 123,072 | 2 | 1 | 1 | 0.0% |
| Q1 2025 | 4 | $3.4M | 83,629 | 1 | 1 | 1 | 0.0% |
| Q4 2024 | 5 | $3.6M | 90,003 | 2 | 1 | 0 | 0.0% |
| Q3 2024 | 3 | $3.0M | 70,764 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 3 | $5.2M | 127,288 | 3 | 0 | 0 | 0.0% |