HARBOR ETF TRUST (MEDI)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
11
Reporting holders
$26.1M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $8.0M | 235,929 | 0.00% | new | NEW |
| Pinnacle Financial Partners, Inc. | $7.3M | 216,677 | 0.05% | 3q | +81.5%+$3.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 209,783 | 0.01% | 9q | +1.8%+$126.8K |
| TRUIST FINANCIAL CORP | $925.2K | 27,339 | 0.00% | 2q | +139.4%+$538.7K |
| OSAIC HOLDINGS, INC. | $743.7K | 21,978 | 0.00% | 7q | +5.5%+$39.0K |
| CITADEL ADVISORS LLC | $708.8K | 20,947 | 0.00% | 4q | +16.1%+$98.4K |
| GTS SECURITIES LLC | $611.3K | 18,065 | 0.01% | 8q | +46.9%+$195.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $378.6K | 11,187 | 0.00% | 2q | -20.7%-$99.1K |
| Private Advisor Group, LLC | $253.8K | 7,500 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $12.5K | 370 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $11.2K | 330 | 0.00% | 3q | 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 | 11 | $26.1M | 770,105 | 2 | 6 | 1 | 0.0% |
| Q1 2026 | 9 | $12.0M | 409,960 | 3 | 4 | 2 | 0.0% |
| Q4 2025 | 7 | $11.0M | 349,742 | 2 | 1 | 3 | 0.0% |
| Q3 2025 | 6 | $3.3M | 115,260 | 4 | 2 | 0 | 0.0% |
| Q2 2025 | 4 | $1.1M | 242,177 | 0 | 2 | 2 | 0.0% |
| Q1 2025 | 4 | $1.6M | 62,312 | 0 | 3 | 1 | 0.0% |
| Q4 2024 | 4 | $1.2M | 47,495 | 3 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $701.8K | 225,643 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 1 | $4.9K | 192,091 | 1 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $417.0K | 15,361 | 2 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $296.7K | 11,963 | 0 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $264.9K | 11,995 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 1 | $356.3K | 15,831 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $206 | 10 | 1 | 0 | 0 | 0.0% |