# HARBOR ETF TRUST (HGER)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HGER/

- Reporting holders: 14
- Reported value: $70.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $24.2M | 685,113 | 2.7% | 14 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $12.6M | 358,070 | 3.4% | 2 |
| [Persium Advisors, LLC](https://holderbook.com/funds/2033683-persium-advisors-llc/) | $11.3M | 320,806 | 5.9% | 1 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $9.6M | 270,878 | 0.8% | 2 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $4.8M | 137,203 | 2.2% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.2M | 91,005 | 0.1% | 2 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.3M | 35,695 | 0.4% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $874.1K | 24,790 | 0.0% | 6 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $862.2K | 24,432 | 0.1% | 4 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $704.3K | 19,957 | 0.3% | 2 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $675.5K | 19,157 | 0.0% | 1 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $381.2K | 10,811 | 0.1% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $306.0K | 8,678 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $12.6K | 356 | 0.0% | 1 |
| [Matrix Trust Co](https://holderbook.com/funds/1784277-matrix-trust-co/) | $342 | 9,712 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $70.8M |
| Q2 2026 | 234 | $2.9B |
| Q1 2026 | 200 | $3.1B |
| Q4 2025 | 165 | $1.3B |
| Q3 2025 | 114 | $673.6M |
| Q2 2025 | 89 | $371.5M |
| Q1 2025 | 79 | $299.2M |
| Q4 2024 | 71 | $248.1M |
| Q3 2024 | 57 | $177.3M |
| Q2 2024 | 53 | $166.5M |
| Q1 2024 | 29 | $97.4M |
| Q4 2023 | 31 | $78.8M |