HARBOR ETF TRUST (GDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
28
Reporting holders
$94.8M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | $21.6M | 1,169,405 | 0.11% | 7q | +1.1%+$237.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 1,035,468 | 0.02% | 14q | +0.8%+$144.6K |
| LPL Financial LLC | $16.1M | 871,431 | 0.00% | 16q | -2.9%-$479.8K |
| RAYMOND JAMES FINANCIAL INC | $8.1M | 436,980 | 0.00% | 7q | -0.7%-$57.2K |
| Equitable Holdings, Inc. | $7.2M | 388,339 | 0.04% | 15q | +0.7%+$47.3K |
| Private Advisor Group, LLC | $5.2M | 279,792 | 0.02% | 14q | -11.3%-$654.5K |
| Ballentine Partners, LLC | $3.1M | 166,536 | 0.04% | 6q | HELD |
| TRANSCEND CAPITAL ADVISORS, LLC | $2.7M | 148,879 | 0.19% | 6q | -4.9%-$140.7K |
| Cerity Partners LLC | $2.3M | 124,280 | 0.00% | 2q | -8.0%-$199.5K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 108,847 | 0.00% | 15q | +2.4%+$47.6K |
| TRUIST FINANCIAL CORP | $1.9M | 105,121 | 0.00% | 15q | +1.4%+$25.9K |
| Arkadios Wealth Advisors | $1.9M | 103,807 | 0.03% | 6q | -6.1%-$124.0K |
| Worth Financial Advisory Group, LLC | $1.1M | 60,636 | 0.47% | 12q | +1090.3%+$1.0M |
| Copper Harbor Investment Advisors, LLC | $750.2K | 40,677 | 0.16% | new | FIRST |
| CITADEL ADVISORS LLC | $409.9K | 22,226 | 0.00% | 5q | +26.2%+$85.2K |
| Advisory Services Network, LLC | $251.0K | 13,608 | 0.00% | new | NEW |
| EP Wealth Advisors, LLC | $239.9K | 13,007 | 0.00% | 4q | -4.2%-$10.5K |
| ASSETMARK, INC | $197.4K | 10,702 | 0.00% | 5q | HELD |
| IFG Advisory, LLC | $160.4K | 8,696 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $140.0K | 7,592 | 0.00% | 16q | -8.3%-$12.7K |
| ROYAL BANK OF CANADA | $114.0K | 6,164 | 0.00% | 3q | -78.4%-$414.3K |
| MORGAN STANLEY | $97.1K | 5,266 | 0.00% | 9q | -4.1%-$4.1K |
| IFP Advisors, Inc | $83.8K | 4,543 | 0.00% | 15q | +68.3%+$34.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $60.8K | 3,325 | 0.00% | 3q | HELD |
| UBS Group AG | $38.5K | 2,090 | 0.00% | 2q | -39.5%-$25.2K |
| PRIVATE TRUST CO NA | $17.7K | 959 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $16.5K | 895 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $7.8K | 425 | 0.00% | 7q | HELD |
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 | 28 | $94.8M | 5,139,696 | 2 | 8 | 11 | 0.0% |
| Q1 2026 | 26 | $85.2M | 5,110,808 | 2 | 6 | 10 | 0.0% |
| Q4 2025 | 26 | $86.4M | 5,181,014 | 3 | 8 | 9 | 0.0% |
| Q3 2025 | 23 | $69.9M | 4,309,835 | 3 | 6 | 9 | 0.0% |
| Q2 2025 | 28 | $77.1M | 4,984,165 | 5 | 2 | 13 | 0.0% |
| Q1 2025 | 25 | $107.4M | 7,375,184 | 6 | 8 | 4 | 0.0% |
| Q4 2024 | 23 | $75.9M | 4,982,269 | 4 | 7 | 7 | 0.0% |
| Q3 2024 | 21 | $54.7M | 3,541,565 | 1 | 11 | 5 | 0.0% |
| Q2 2024 | 22 | $46.4M | 3,230,044 | 4 | 8 | 5 | 0.0% |
| Q1 2024 | 21 | $52.8M | 3,630,477 | 4 | 8 | 5 | 0.0% |
| Q4 2023 | 19 | $37.7M | 2,800,736 | 5 | 9 | 3 | 0.0% |
| Q3 2023 | 17 | $26.0M | 2,141,127 | 4 | 6 | 5 | 0.0% |
| Q2 2023 | 16 | $25.5M | 2,020,109 | 4 | 9 | 0 | 0.0% |
| Q1 2023 | 17 | $29.5M | 2,445,775 | 5 | 4 | 4 | 0.0% |
| Q4 2022 | 13 | $21.4M | 1,803,142 | 6 | 5 | 1 | 0.0% |
| Q3 2022 | 8 | $5.7M | 501,861 | 4 | 0 | 1 | 0.0% |
| Q2 2022 | 4 | $5.8M | 482,421 | 4 | 0 | 0 | 0.0% |