HARBOR ETF TRUST (HGER)
Institutional ownership reported to the SEC as of Q3 2026, across 19 quarters.
14
Reporting holders
$70.8M
Reported value
0.0%
Calls
0.0%
Puts
-220
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| INSPIRION WEALTH ADVISORS, LLC | $24.2M | 685,113 | 2.74% | 14q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $12.6M | 358,070 | 3.39% | 2q | +3.0%+$370.7K |
| Persium Advisors, LLC | $11.3M | 320,806 | 5.92% | new | NEW |
| Cooper Financial Group | $9.6M | 270,878 | 0.76% | 2q | +10.6%+$919.2K |
| Echo45 Advisors LLC | $4.8M | 137,203 | 2.20% | 4q | -0.6%-$31.1K |
| MassMutual Private Wealth & Trust, FSB | $3.2M | 91,005 | 0.08% | 2q | +47.7%+$1.0M |
| Worth Asset Management, LLC | $1.3M | 35,695 | 0.37% | 4q | +109.9%+$658.9K |
| Farther Finance Advisors, LLC | $874.1K | 24,790 | 0.01% | 6q | +298.8%+$654.9K |
| FINANCIAL MANAGEMENT NETWORK INC | $862.2K | 24,432 | 0.12% | 4q | +1.3%+$11.5K |
| Ballew Advisors, Inc | $704.3K | 19,957 | 0.35% | 2q | +163.5%+$437.0K |
| Avidian Wealth Enterprises, LLC | $675.5K | 19,157 | 0.02% | new | NEW |
| Stokes Capital Advisors, LLC | $381.2K | 10,811 | 0.08% | new | NEW |
| EASTERN BANK | $306.0K | 8,678 | 0.00% | 8q | +3.3%+$9.9K |
| GK Wealth Management LLC | $12.6K | 356 | 0.01% | new | NEW |
| Matrix Trust Co | $342 | 9,712 | 0.05% | 10q | -73.7% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $70.8M | 2,006,951 | 4 | 8 | 1 | 0.0% |
| Q2 2026 | 234 | $2.9B | 98,756,094 | 53 | 120 | 40 | 0.0% |
| Q1 2026 | 200 | $3.1B | 98,893,659 | 56 | 93 | 39 | 0.0% |
| Q4 2025 | 165 | $1.3B | 52,482,619 | 48 | 80 | 19 | 0.0% |
| Q3 2025 | 114 | $673.6M | 26,159,271 | 34 | 57 | 9 | 0.0% |
| Q2 2025 | 89 | $371.5M | 15,293,461 | 25 | 37 | 20 | 0.1% |
| Q1 2025 | 79 | $299.2M | 12,450,738 | 14 | 31 | 24 | 0.0% |
| Q4 2024 | 71 | $248.1M | 11,198,033 | 21 | 25 | 15 | 0.0% |
| Q3 2024 | 57 | $177.3M | 7,842,593 | 12 | 24 | 15 | 0.0% |
| Q2 2024 | 53 | $166.5M | 7,401,747 | 24 | 20 | 5 | 0.0% |
| Q1 2024 | 29 | $97.4M | 4,388,944 | 6 | 12 | 8 | 0.0% |
| Q4 2023 | 31 | $78.8M | 3,767,491 | 14 | 9 | 5 | 0.0% |
| Q3 2023 | 18 | $46.1M | 2,008,223 | 2 | 8 | 6 | 0.0% |
| Q2 2023 | 21 | $39.4M | 1,853,282 | 9 | 6 | 5 | 0.0% |
| Q1 2023 | 16 | $20.1M | 913,483 | 1 | 7 | 6 | 0.0% |
| Q4 2022 | 17 | $19.2M | 879,347 | 3 | 6 | 7 | 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% |