HARBOR ETF TRUST (HGER)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
226
Reporting holders
$2.8B
Reported value
0.0%
Held as options
+32
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $495.5M | 16,889,289 | 0.08% | 4q | -51.7%-$530.6M |
| BANK OF AMERICA CORP /DE/ | $405.4M | 13,816,604 | 0.03% | 5q | +31.7%+$97.5M |
| JPMORGAN CHASE & CO | $369.2M | 12,754,670 | 0.02% | 3q | +29.9%+$84.9M |
| 3EDGE Asset Management, LP | $128.5M | 4,379,803 | 5.73% | 9q | +30.7%+$30.2M |
| GREAT LAKES ADVISORS, LLC | $107.8M | 3,674,133 | 0.82% | 6q | -4.2%-$4.7M |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $97.3M | 3,317,519 | 7.20% | new | NEW |
| LPL Financial LLC | $94.9M | 3,234,296 | 0.02% | 6q | +13.7%+$11.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.6M | 3,122,947 | 0.05% | 4q | +28.3%+$20.2M |
| RAYMOND JAMES FINANCIAL INC | $89.8M | 3,059,281 | 0.02% | 7q | +36.7%+$24.1M |
| Pinnacle Financial Partners, Inc. | $40.2M | 1,368,604 | 0.27% | 3q | +2.4%+$939.3K |
| HighTower Advisors, LLC | $39.8M | 1,356,950 | 0.04% | 9q | +8.5%+$3.1M |
| New Harbor Financial Group, LLC | $37.4M | 1,274,824 | 5.91% | 11q | +3.8%+$1.4M |
| Horizon Advisory Services, Inc. | $34.2M | 1,166,871 | 14.41% | 7q | +19.3%+$5.5M |
| ASSETMARK, INC | $32.3M | 1,100,618 | 0.06% | 5q | +5.7%+$1.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $30.5M | 1,038,736 | 0.04% | 18q | +11.3%+$3.1M |
| Private Advisor Group, LLC | $27.5M | 938,680 | 0.13% | 6q | -18.6%-$6.3M |
| CENTRAL TRUST Co | $24.4M | 830,472 | 0.44% | 4q | +10.9%+$2.4M |
| ROYAL BANK OF CANADA | $23.6M | 803,424 | 0.00% | 5q | +38.2%+$6.5M |
| Ellsworth Advisors, LLC | $20.5M | 645,893 | 3.37% | 10q | +11.9%+$2.2M |
| Vident Advisory, LLC | $20.4M | 696,401 | 0.15% | 5q | +216.2%+$14.0M |
| INSPIRION WEALTH ADVISORS, LLC | $20.2M | 684,472 | 2.31% | 13q | +3.2%+$630.1K |
| Aprio Wealth Management, LLC | $19.4M | 661,890 | 0.96% | 5q | +6.3%+$1.1M |
| Advisor OS, LLC | $17.5M | 597,689 | 1.17% | 11q | +4.2%+$702.9K |
| Sanctuary Advisors, LLC | $15.4M | 525,690 | 0.07% | 9q | +10.5%+$1.5M |
| Compound Planning, Inc. | $15.4M | 524,162 | 0.40% | 3q | +38.0%+$4.2M |
| MJP ASSOCIATES INC /ADV | $15.0M | 512,286 | 1.64% | 2q | +5.1%+$726.5K |
| Cornerstone Wealth Group, LLC | $12.5M | 426,514 | 0.74% | new | NEW |
| Jefferies Financial Group Inc. | $11.7M | 400,149 | 0.08% | new | NEW |
| Choice Wealth Advisors LLC | $11.7M | 398,929 | 4.11% | new | NEW |
| Stratos Wealth Partners, LTD. | $11.6M | 395,385 | 0.12% | 4q | +21.8%+$2.1M |
| Mariner, LLC | $11.2M | 381,515 | 0.01% | 4q | +4.6%+$494.7K |
| Resonant Capital Advisors, LLC | $11.1M | 377,427 | 0.53% | 2q | +16.2%+$1.5M |
| PRIVATE CLIENT SERVICES, LLC | $10.2M | 347,558 | 2.67% | new | NEW |
| Cetera Investment Advisers | $10.1M | 345,324 | 0.01% | 9q | +16.4%+$1.4M |
| OPPENHEIMER & CO INC | $10.1M | 342,933 | 0.11% | 4q | +1.6%+$158.1K |
| ENVESTNET ASSET MANAGEMENT INC | $10.1M | 342,820 | 0.00% | 17q | +12.5%+$1.1M |
| Blue Trust, Inc. | $9.9M | 338,031 | 0.10% | 2q | +1.7%+$169.3K |
| NORTHCAPE WEALTH MANAGEMENT, LLC | $9.7M | 328,981 | 2.53% | 7q | +3.9%+$361.2K |
| Sunrise Financial Services, LLC | $9.6M | 328,814 | 5.73% | 3q | +5.6%+$509.6K |
| Csenge Advisory Group | $9.4M | 320,728 | 0.38% | 6q | +7.7%+$674.4K |
| Ethos Financial Group, LLC | $9.2M | 286,041 | 0.62% | 3q | -2.6%-$242.9K |
| Guided Capital Wealth Management, LLC | $9.1M | 308,481 | 5.29% | 2q | +23.5%+$1.7M |
| Great Diamond Partners, LLC | $8.4M | 284,636 | 1.44% | 2q | +0.9%+$70.9K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $8.4M | 284,610 | 0.85% | 5q | +35.8%+$2.2M |
| &PARTNERS | $7.8M | 266,330 | 0.03% | 4q | +54.4%+$2.8M |
| OSAIC HOLDINGS, INC. | $7.7M | 262,873 | 0.01% | 18q | +50.7%+$2.6M |
| MBL Wealth, LLC | $7.6M | 259,747 | 0.52% | 7q | +9.0%+$628.0K |
| Weil Company, Inc. | $7.3M | 248,718 | 1.29% | 5q | +7.6%+$516.1K |
| VestGen Advisors, LLC | $7.3M | 247,605 | 0.21% | 3q | +41.7%+$2.1M |
| tru Independence LLC | $7.2M | 246,510 | 3.16% | 6q | +6.5%+$439.7K |
| CROBAN | $7.2M | 245,978 | 3.18% | new | NEW |
| Cooper Financial Group | $7.2M | 244,810 | 0.60% | new | NEW |
| D L CARLSON INVESTMENT GROUP INC | $7.1M | 242,817 | 1.13% | 2q | +46.2%+$2.3M |
| Proactive Wealth Strategies LLC | $6.4M | 219,119 | 1.03% | 5q | +15.5%+$864.8K |
| NVWM, LLC | $6.2M | 211,066 | 1.25% | 7q | -0.6%-$35.1K |
| Nvest Wealth Strategies, Inc. | $6.0M | 205,635 | 3.77% | 3q | +3.9%+$224.2K |
| Archford Capital Strategies, LLC | $5.8M | 197,525 | 0.59% | 2q | +1.0%+$56.2K |
| MML INVESTORS SERVICES, LLC | $5.8M | 196,040 | 0.01% | 4q | -12.1%-$793.8K |
| Beta Wealth Group, Inc. | $5.7M | 192,621 | 2.12% | 4q | +2.4%+$132.1K |
| Steward Partners Investment Advisory, LLC | $5.3M | 181,729 | 0.03% | 7q | +4.0%+$203.2K |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.1M | 173,685 | 0.08% | 3q | +28.9%+$1.1M |
| Perennial Investment Advisors, LLC | $4.8M | 162,594 | 0.32% | 6q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $4.8M | 161,887 | 0.08% | 5q | -19.2%-$1.1M |
| Empire Financial Management Company, LLC | $4.5M | 153,402 | 1.78% | 11q | +0.6%+$27.8K |
| Portside Wealth Group, LLC | $4.5M | 153,273 | 0.52% | 4q | +58.9%+$1.7M |
| Vise Technologies, Inc. | $4.5M | 152,706 | 0.05% | 3q | +154.8%+$2.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 145,375 | 0.01% | 4q | HELD |
| D.A. DAVIDSON & CO. | $4.3M | 147,962 | 0.02% | new | NEW |
| Kestra Advisory Services, LLC | $4.3M | 144,878 | 0.01% | 3q | +8.0%+$314.1K |
| CHANNEL WEALTH LLC | $4.2M | 142,628 | 0.94% | 9q | +20.5%+$710.9K |
| Atria Investments, Inc | $4.2M | 142,546 | 0.04% | 7q | +9.0%+$346.9K |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $4.1M | 140,808 | 0.49% | 2q | HELD |
| Twelve Points Wealth Management LLC | $4.1M | 138,533 | 0.81% | 8q | +6.5%+$248.7K |
| Echo45 Advisors LLC | $4.1M | 138,084 | 2.09% | 3q | +9.6%+$353.5K |
| Platform Technology Partners | $4.0M | 138,010 | 0.66% | 10q | +14.0%+$498.5K |
| OneAscent Financial Services LLC | $4.0M | 136,663 | 0.19% | 7q | +48.7%+$1.3M |
| TRUIST FINANCIAL CORP | $3.9M | 133,199 | 0.00% | 8q | +2.5%+$97.1K |
| SFG Wealth Management, LLC. | $3.8M | 131,024 | 1.38% | 4q | -11.4%-$495.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $3.8M | 130,470 | 0.01% | 7q | +114.6%+$2.0M |
| KICKSTAND VENTURES, LLC. | $3.7M | 126,908 | 0.68% | new | NEW |
| Randall & Associates Wealth Management | $3.7M | 125,824 | 2.28% | 3q | -11.5%-$479.4K |
| Coastal Bridge Advisors, LLC | $3.4M | 114,559 | 0.21% | 3q | +51.4%+$1.1M |
| Ausdal Financial Partners, Inc. | $3.1M | 104,656 | 0.12% | new | NEW |
| PLANWISER FINANCIAL, LLC | $3.1M | 104,199 | 2.12% | 6q | +2.5%+$75.7K |
| CERTIOR FINANCIAL GROUP, LLC | $2.9M | 100,511 | 1.62% | 4q | +43.4%+$892.4K |
| MONECO ADVISORS, LLC | $2.8M | 96,846 | 0.17% | 7q | +4.7%+$128.7K |
| IFP Advisors, Inc | $2.8M | 96,115 | 0.05% | 18q | +3.9%+$105.7K |
| COURIER CAPITAL LLC | $2.8M | 94,812 | 0.14% | 3q | +32.8%+$687.4K |
| CARY STREET PARTNERS FINANCIAL LLC | $2.7M | 91,072 | 0.06% | 4q | +1.5%+$38.3K |
| Alliance Wealth Advisors, LLC /UT | $2.6M | 89,557 | 0.50% | 4q | +12.2%+$285.0K |
| PCG Wealth Advisors, LLC | $2.4M | 83,363 | 0.55% | 2q | -3.1%-$77.0K |
| Bedel Financial Consulting, Inc. | $2.4M | 82,434 | 0.23% | new | NEW |
| MainStreet Investment Advisors LLC | $2.3M | 79,741 | 0.32% | new | NEW |
| HARBOR INVESTMENT ADVISORY, LLC | $2.2M | 74,487 | 0.15% | 8q | -4.4%-$101.0K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $2.2M | 74,051 | 0.59% | 4q | -12.8%-$317.5K |
| Worth Financial Advisory Group, LLC | $2.1M | 72,019 | 0.88% | 6q | +4015.4%+$2.1M |
| Cerity Partners LLC | $2.0M | 68,054 | 0.00% | 4q | +25.0%+$399.2K |
| SHP Wealth Management | $2.0M | 67,963 | 0.14% | 3q | +20.3%+$336.3K |
| World Investment Advisors | $2.0M | 64,069 | 0.03% | 10q | HELD |
| VICUS CAPITAL | $1.9M | 66,096 | 0.13% | 7q | +93.4%+$936.3K |
Showing the largest 100 of 234 reported holders.
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 | 226 | $2.8B | 96,109,018 | 51 | 116 | 39 | 0.0% |
| Q1 2026 | 194 | $3.0B | 97,234,779 | 55 | 91 | 36 | 0.0% |
| Q4 2025 | 160 | $1.3B | 50,960,681 | 48 | 75 | 19 | 0.0% |
| Q3 2025 | 107 | $617.7M | 23,991,247 | 32 | 52 | 9 | 0.0% |
| Q2 2025 | 79 | $321.4M | 13,232,090 | 24 | 31 | 17 | 0.1% |
| Q1 2025 | 69 | $266.5M | 11,092,472 | 14 | 28 | 17 | 0.0% |
| Q4 2024 | 61 | $214.8M | 9,692,613 | 18 | 22 | 13 | 0.0% |
| Q3 2024 | 50 | $149.0M | 6,588,694 | 11 | 21 | 12 | 0.0% |
| Q2 2024 | 47 | $140.5M | 6,246,582 | 21 | 17 | 5 | 0.0% |
| Q1 2024 | 26 | $84.8M | 3,820,605 | 6 | 11 | 6 | 0.0% |
| Q4 2023 | 27 | $66.9M | 3,197,012 | 12 | 7 | 5 | 0.0% |
| Q3 2023 | 15 | $36.6M | 1,593,065 | 2 | 8 | 4 | 0.0% |
| Q2 2023 | 18 | $28.2M | 1,327,750 | 8 | 4 | 5 | 0.0% |
| Q1 2023 | 13 | $10.4M | 472,261 | 1 | 5 | 6 | 0.0% |
| Q4 2022 | 13 | $8.3M | 377,962 | 2 | 5 | 5 | 0.0% |
| Q3 2022 | 18 | $19.2M | 954,324 | 5 | 8 | 2 | 0.0% |
| Q2 2022 | 15 | $16.5M | 752,288 | 8 | 3 | 0 | 0.0% |
| Q1 2022 | 9 | $3.1M | 144,546 | 9 | 0 | 0 | 0.0% |