HARBOR ETF TRUST (OSEA)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
62
Reporting holders
$394.2M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | $92.2M | 3,020,046 | 4.46% | 6q | +5.2%+$4.6M |
| Arlington Financial Advisors, LLC | $52.5M | 1,719,394 | 6.67% | 10q | +1.9%+$962.8K |
| Corient Private Wealth LP | $37.6M | 1,230,579 | 0.02% | 6q | +270.7%+$27.4M |
| PNC Financial Services Group, Inc. | $25.3M | 828,972 | 0.01% | 4q | -3.2%-$848.0K |
| Venturi Wealth Management, LLC | $23.6M | 771,715 | 0.91% | 14q | HELD |
| PACES FERRY WEALTH ADVISORS, LLC | $18.9M | 619,704 | 7.01% | 7q | +6.7%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $14.4M | 470,973 | 0.00% | 7q | -26.2%-$5.1M |
| BANK OF AMERICA CORP /DE/ | $11.8M | 387,556 | 0.00% | 4q | +6.7%+$739.0K |
| Grey Ledge Advisors, LLC | $10.0M | 327,158 | 2.00% | 7q | -15.2%-$1.8M |
| Nordwand Advisors, LLC | $9.6M | 314,868 | 1.47% | 8q | HELD |
| JPMORGAN CHASE & CO | $9.6M | 317,643 | 0.00% | 5q | +24.5%+$1.9M |
| AMI INVESTMENT MANAGEMENT INC | $9.1M | 297,671 | 1.93% | 9q | -31.8%-$4.2M |
| Archford Capital Strategies, LLC | $8.2M | 268,505 | 0.83% | 6q | +2.3%+$185.5K |
| Proactive Wealth Strategies LLC | $8.2M | 267,870 | 1.31% | 5q | +16.8%+$1.2M |
| Gladstone Institutional Advisory LLC | $8.0M | 261,255 | 0.25% | 2q | +8.9%+$652.2K |
| Fiduciary Group, LLC | $4.8M | 158,509 | 0.38% | 11q | +4.1%+$192.6K |
| FMA Wealth Management, LLC | $4.5M | 146,365 | 2.86% | 11q | -8.9%-$438.3K |
| KWB Wealth | $4.2M | 137,212 | 0.36% | 7q | +34.8%+$1.1M |
| CITADEL ADVISORS LLC | $4.2M | 136,715 | 0.00% | 2q | +93.5%+$2.0M |
| LPL Financial LLC | $3.3M | 108,276 | 0.00% | 8q | -10.8%-$400.0K |
| Rockefeller Capital Management L.P. | $2.9M | 96,548 | 0.00% | 9q | +5.7%+$159.0K |
| CPC Advisors, LLC | $2.8M | 91,616 | 0.38% | 8q | -11.6%-$367.7K |
| Focus Partners Wealth | $2.7M | 89,426 | 0.00% | 3q | -13.5%-$425.8K |
| CAPTRUST FINANCIAL ADVISORS | $2.4M | 78,840 | 0.00% | 5q | -8.2%-$214.5K |
| ENVESTNET ASSET MANAGEMENT INC | $1.8M | 60,442 | 0.00% | 9q | +10.7%+$178.7K |
| Ascension Capital Advisors, Inc. | $1.8M | 57,596 | 0.49% | 9q | +6.4%+$105.2K |
| Summit Asset Management, LLC | $1.7M | 56,929 | 0.22% | 10q | HELD |
| Private Advisor Group, LLC | $1.6M | 52,946 | 0.01% | 5q | +119.4%+$880.1K |
| Lansing Street Advisors | $1.5M | 50,248 | 0.33% | new | NEW |
| MOODY NATIONAL BANK TRUST DIVISION | $1.5M | 49,961 | 0.13% | 7q | HELD |
| TRUIST FINANCIAL CORP | $1.5M | 47,549 | 0.00% | 8q | -19.6%-$353.3K |
| Sunrise Financial Services, LLC | $1.1M | 35,619 | 0.65% | 3q | -2.6%-$29.5K |
| OSAIC HOLDINGS, INC. | $1.1M | 35,352 | 0.00% | 12q | +1.7%+$18.3K |
| Embree Financial Group | $1.0M | 34,236 | 0.10% | 7q | -30.0%-$448.7K |
| HighTower Advisors, LLC | $925.2K | 30,296 | 0.00% | 6q | +20.3%+$156.1K |
| JANE STREET GROUP, LLC | $886.9K | 29,039 | 0.00% | 3q | -73.8%-$2.5M |
| IHT Wealth Management, LLC | $663.6K | 21,730 | 0.01% | 2q | +136.3%+$382.8K |
| BENJAMIN EDWARDS INC | $663.3K | 21,721 | 0.01% | 2q | HELD |
| Annex Advisory Services, LLC | $582.3K | 19,067 | 0.01% | 7q | -65.7%-$1.1M |
| Pinnacle Financial Partners, Inc. | $508.1K | 16,635 | 0.00% | 3q | +2.5%+$12.5K |
| Sanctuary Advisors, LLC | $470.4K | 15,402 | 0.00% | 4q | +1.4%+$6.6K |
| CRA Financial Services, LLC | $445.3K | 14,580 | 0.05% | 8q | HELD |
| STUDIO INVESTMENT MANAGEMENT LLC | $434.6K | 14,230 | 0.07% | 8q | -2.1%-$9.3K |
| SFG Wealth Management, LLC. | $427.0K | 13,982 | 0.15% | 4q | -13.4%-$66.2K |
| Bank of New York Mellon Corp | $422.4K | 13,831 | 0.00% | 4q | +1.6%+$6.6K |
| SHEPHERD KAPLAN KROCHUK, LLC | $359.7K | 11,778 | 0.29% | 8q | HELD |
| Eldridge Investment Advisors, Inc. | $353.5K | 11,575 | 0.07% | 6q | -8.9%-$34.7K |
| one8zero8, LLC | $351.2K | 11,500 | 0.07% | 3q | HELD |
| Kestra Advisory Services, LLC | $338.3K | 11,078 | 0.00% | 7q | -2.6%-$9.2K |
| Worth Financial Advisory Group, LLC | $272.1K | 8,908 | 0.11% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $203.3K | 6,656 | 0.00% | 4q | -7.6%-$16.7K |
| Global Retirement Partners, LLC | $173.8K | 5,690 | 0.00% | 4q | -67.0%-$352.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $56.5K | 1,850 | 0.00% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $35.7K | 1,168 | 0.00% | 9q | -46.5%-$31.0K |
| PRIVATE TRUST CO NA | $30.5K | 1,000 | 0.00% | 8q | HELD |
| SITTNER & NELSON, LLC | $21.4K | 700 | 0.01% | 10q | -77.9%-$75.2K |
| Geneos Wealth Management Inc. | $10.0K | 328 | 0.00% | 3q | -66.6%-$20.0K |
| BROWN BROTHERS HARRIMAN & CO | $6.6K | 216 | 0.00% | 2q | HELD |
| Horizon Investments, LLC | $6.1K | 200 | 0.00% | 2q | -50.0%-$6.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.0K | 200 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 37,552 | 0.00% | 9q | +30.1% |
| FLOW TRADERS U.S. LLC | $1.1K | 35,538 | 0.04% | 2q | -47.4% |
| IFG Advisory, LLC | $611 | 20 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $220 | 7,190 | 0.00% | 4q | -24.1% |
| MORGAN STANLEY | $65 | 2 | 0.00% | 7q | -100.0%-$147.1K |
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 | 62 | $394.2M | 12,911,676 | 3 | 22 | 25 | 0.0% |
| Q1 2026 | 66 | $350.8M | 12,119,600 | 9 | 24 | 20 | 0.0% |
| Q4 2025 | 67 | $434.3M | 14,357,968 | 7 | 33 | 19 | 0.0% |
| Q3 2025 | 62 | $417.2M | 14,204,854 | 8 | 28 | 15 | 0.0% |
| Q2 2025 | 60 | $374.3M | 12,794,179 | 8 | 29 | 11 | 0.0% |
| Q1 2025 | 58 | $298.1M | 11,236,000 | 11 | 24 | 11 | 0.0% |
| Q4 2024 | 51 | $175.7M | 6,796,304 | 16 | 16 | 9 | 0.0% |
| Q3 2024 | 37 | $183.3M | 6,339,091 | 15 | 16 | 2 | 0.0% |
| Q2 2024 | 23 | $132.4M | 4,786,858 | 11 | 8 | 2 | 0.0% |
| Q1 2024 | 13 | $61.7M | 2,256,379 | 7 | 6 | 0 | 0.0% |
| Q4 2023 | 7 | $9.6M | 368,358 | 2 | 2 | 1 | 0.0% |
| Q3 2023 | 4 | $3.7M | 163,512 | 2 | 2 | 0 | 0.0% |
| Q2 2023 | 3 | $1.3M | 90,568 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $365.1K | 15,046 | 3 | 0 | 0 | 0.0% |