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Harbor Commodity All-Weather Strategy ETF (HGER) Institutional Ownership

$33.66 +0.28 (+0.84%)
As of 03:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for Harbor Commodity All-Weather Strategy ETF (NYSE:HGER)

Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$36.61M
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HGER Institutional Buying and Selling by Quarter

Harbor Commodity All-Weather Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Nvest Wealth Strategies Inc.205,635$6.03M3.8%+3.9%0.187%
7/10/2026 KWB Wealth21,552$632K0.1%+12.5%0.020%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,632$371K0.0%-3.7%0.011%
7/10/2026 Choice Wealth Advisors LLC398,929$11.71M4.1%N/A0.362%
7/9/2026 Matrix Trust Co36,880$1.08M0.2%+80.5%0.033%
7/9/2026 Worth Asset Management LLC17,008$499K0.2%-24.6%0.015%
7/8/2026 Cooper Financial Group244,810$7.18M0.6%N/A0.222%
7/7/2026 Inspirion Wealth Advisors LLC684,472$20.20M2.3%+3.2%0.621%
7/7/2026 Harbor Investment Advisory LLC74,487$2.19M0.2%-4.4%0.068%
7/7/2026 CGN Advisors LLC18,340$538K0.0%-2.3%0.017%
7/6/2026 Private Client Services LLC347,558$10.20M2.7%N/A0.315%
7/2/2026 MassMutual Private Wealth & Trust FSB61,625$1.81M0.0%N/A0.056%
7/1/2026 Eastern Bank8,398$246K0.0%+12.6%0.009%
6/18/2026Western Wealth Management LLC5,466$169K0.0%N/A0.006%
6/3/2026Stillwater Private Wealth LLC21,821$676K0.6%N/A0.023%
5/19/2026Western Wealth Management LLC5,466$169K0.0%N/A0.006%
5/19/2026Bank of America Corp DE10,492,393$325.37M0.0%+171.7%11.089%
5/19/2026 Arkadios Wealth Advisors32,442$1.01M0.0%+5.2%0.034%
5/18/2026Empire Financial Management Company LLC152,454$4.73M1.1%+1.6%0.161%
5/18/2026Royal Bank of Canada581,147$18.02M0.0%+29.8%0.614%
5/15/2026 Gateway Wealth Partners LLC59,304$1.84M0.1%N/A0.063%
5/14/2026 Compound Planning Inc.379,958$11.78M0.4%+1.8%0.402%
5/14/2026Gibbs Wealth Management11,694$363K0.0%-12.2%0.012%
5/13/2026 Cetera Investment Advisers296,771$9.20M0.0%+22.9%0.314%
5/7/2026 Beta Wealth Group Inc.188,120$5.83M2.4%+1.1%0.199%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.41,732$1.29M0.8%N/A0.044%
5/7/2026 Regimen Wealth LLC6,899$214K0.1%-27.3%0.007%
5/7/2026 Hershey Financial Advisers LLC27,719$860K0.7%N/A0.029%
5/6/2026 SK Wealth Management LLC32,186$1.01M0.3%+6.4%0.034%
5/6/2026 Assetmark Inc.1,040,792$32.28M0.1%+20.4%1.100%
5/6/2026Prosperity Consulting Group LLC15,194$471K0.0%-38.0%0.016%
5/6/2026 Birchwood Financial Partners Inc.1,589$49K0.0%N/A0.002%
5/5/2026 Bank of New York Mellon Corp40,110$1.24M0.0%+77.0%0.042%
5/5/2026 Ethos Financial Group LLC293,574$9.10M0.7%+15.3%0.310%
5/5/2026Sanctuary Advisors LLC475,851$14.76M0.1%+33.3%0.503%
5/5/2026 Flynn Zito Capital Management LLC84,873$2.63M0.8%-46.6%0.090%
5/4/2026 Parr Mcknight Wealth Management Group LLC140,591$4.36M0.6%N/A0.149%
5/2/2026 Diversify Wealth Management LLC13,751$446K0.0%N/A0.015%
5/1/2026 Fifth Third Bancorp36,639$1.14M0.0%N/A0.039%
4/30/2026 Kestra Advisory Services LLC134,174$4.16M0.0%+770.1%0.143%
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4/30/2026 Greenwood Capital Associates LLC26,424$819K0.1%+22.3%0.028%
4/29/2026 Richmond Investment Services LLC53,156$1.65M0.3%N/A0.057%
4/29/2026 Axxcess Wealth Management LLC134,762$4.18M0.1%+18.5%0.144%
4/29/2026 Resonant Capital Advisors LLC324,751$10.07M0.5%N/A0.347%
4/28/2026 Kathmere Capital Management LLC65,391$2.03M0.1%+22.7%0.070%
4/28/2026 Whittier Trust Co.16,640$522K0.0%N/A0.018%
4/27/2026 PFG Investments LLC13,240$411K0.0%+32.1%0.014%
4/27/2026World Investment Advisors64,069$1.99M0.0%+14.8%0.069%
4/27/2026 Private Advisor Group LLC1,153,539$35.77M0.2%-11.2%1.244%
4/27/2026 Platform Technology Partners121,019$3.75M0.7%+14.0%0.131%
4/24/2026 Harbor Investment Advisory LLC77,931$2.42M0.2%+6.9%0.084%
4/23/2026 Vicus Capital34,184$1.06M0.1%+5.5%0.037%
4/23/2026 Horizon Advisory Services Inc.978,268$30.34M15.5%-17.5%1.055%
4/22/2026 Janney Montgomery Scott LLC371,558$11.52M0.0%+2.8%0.404%
4/21/2026 Silver Oak Securities Incorporated71,364$2.21M0.2%N/A0.078%
4/20/2026 Echo45 Advisors LLC126,037$3.91M2.2%-1.1%0.137%
4/20/2026 Blue Trust Inc.332,261$10.30M0.1%N/A0.362%
4/18/2026 CENTRAL TRUST Co749,155$23.23M0.5%+29.4%0.817%
4/17/2026 Worth Asset Management LLC22,570$700K0.3%+61.5%0.025%
4/17/2026 Outlook Wealth Advisors LLC29,538$916K0.2%+55.3%0.032%
4/17/2026 Financial Management Network Inc.14,572$451K0.1%-11.3%0.016%
4/16/2026 Sheets Smith Wealth Management26,066$808K0.1%-1.7%0.028%
4/15/2026 Nations Financial Group Inc. IA ADV10,435$324K0.0%+29.4%0.011%
3/13/2026World Investment Advisors55,827$1.39M0.0%+37.5%0.080%
3/9/2026 Corient Private Wealth LLC33,465$831K0.0%+22.3%0.048%
3/4/2026 SHP Wealth Management30,876$766K0.1%N/A0.044%
2/19/2026 Compound Planning Inc.373,092$9.26M0.3%N/A0.538%
2/19/2026 Axxcess Wealth Management LLC113,751$2.82M0.0%N/A0.164%
2/19/2026 Corient Private Wealth LLC33,465$831K0.0%+22.3%0.048%
2/18/2026 Mercer Global Advisors Inc. ADV9,001$223K0.0%N/A0.013%
2/18/2026 Vident Advisory LLC392,100$9.73M0.1%+207.3%0.565%
2/18/2026Coastal Bridge Advisors LLC26,091$648K0.0%N/A0.038%
2/18/2026 VestGen Advisors LLC23,327$579K0.0%N/A0.034%
2/18/2026 Opus Financial Solutions LLC27,087$672K0.6%N/A0.039%
2/18/2026IHT Wealth Management LLC41,320$1.13M0.0%-8.3%0.060%
2/17/2026 Cetera Investment Advisers241,532$6.00M0.0%+10.6%0.348%
2/17/2026 Twin Focus Capital Partners LLC106,842$2.65M0.3%+92.5%0.154%
2/17/2026Osaic Holdings Inc.150,902$3.75M0.0%+34.7%0.217%
2/17/2026 Private Advisor Group LLC1,298,685$32.23M0.2%+122.0%1.871%
2/17/2026&PARTNERS24,533$609K0.0%+96.6%0.035%
2/17/2026Royal Bank of Canada447,625$11.11M0.0%+1,073.4%0.645%
2/16/2026 STAR Financial Bank18,510$459K0.2%+7.2%0.027%
2/16/2026 MML Investors Services LLC159,702$3.96M0.0%-7.2%0.230%
2/16/2026Mariner LLC214,458$5.32M0.0%+32.7%0.309%
2/16/2026 Financial Network Wealth Advisors LLC20,697$514K0.5%+129.0%0.030%
2/16/2026 Beta Wealth Group Inc.186,022$4.62M1.9%-1.3%0.268%
2/13/2026 Arete Wealth Advisors LLC67,510$1.68M0.1%+100.6%0.097%
2/13/2026 Kestra Advisory Services LLC15,421$383K0.0%N/A0.022%
2/13/2026CreativeOne Wealth LLC18,416$457K0.0%-11.8%0.027%
2/13/2026Visionary Wealth Advisors71,011$1.76M0.1%+798.9%0.102%
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2/13/2026 Focused Alpha LLC10,855$269K0.1%N/A0.016%
2/13/2026 Arkadios Wealth Advisors30,833$765K0.0%-87.4%0.044%
2/13/2026Wells Fargo & Company MN14,161,864$351.50M0.1%+1,744.1%20.406%
2/12/2026Empire Financial Management Company LLC150,014$3.72M0.8%-1.2%0.216%
2/12/2026Litman Gregory Wealth Management LLC1,990$49K0.0%N/A0.003%
2/12/2026 Commonwealth Equity Services LLC903,130$22.42M0.0%-0.4%1.301%
2/12/2026Steward Partners Investment Advisory LLC151,881$3.77M0.0%-1.3%0.219%
2/12/2026CIBC Private Wealth Group LLC13,999$347K0.0%-3.0%0.020%
2/12/2026 HM Payson & Co.40,000$993K0.0%N/A0.058%
2/12/2026 Great Lakes Advisors LLC2,669,646$66.26M0.5%+6.7%3.847%


HGER Institutional Ownership - Frequently Asked Questions

During the previous two years, 178 institutional investors and hedge funds held shares of Harbor Commodity All-Weather Strategy ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($351.50M), Bank of America Corp DE ($325.37M), 3EDGE Asset Management LP ($115.22M), Great Lakes Advisors LLC ($66.26M), LPL Financial LLC ($40.53M), Raymond James Financial Inc. ($38.76M), and Northwestern Mutual Wealth Management Co. ($38.29M).Learn more on Harbor Commodity All-Weather Strategy ETF's institutional investors.

Of the 171 institutional investors that purchased Harbor Commodity All-Weather Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($13.39M), Bank of America Corp DE ($9.41M), 3EDGE Asset Management LP ($4.26M), Great Lakes Advisors LLC ($2.74M), Raymond James Financial Inc. ($2.23M), Northwestern Mutual Wealth Management Co. ($1.54M), and Horizon Advisory Services Inc. ($1.21M).

Institutional investors have bought a total of 45,426,109 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Of the 37 institutional investors that sold Harbor Commodity All-Weather Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arkadios Wealth Advisors ($214.50K), Horizon Advisory Services Inc. ($206.94K), Nations Financial Group Inc. IA ADV ($162.82K), Private Advisor Group LLC ($145.15K), Inspirion Wealth Advisors LLC ($122.40K), Sagard Holdings Management Inc. ($121.22K), and Vident Advisory LLC ($105.26K).

Institutional investors have sold a total of 1,346,745 shares in the last 24 months. This volume of shares sold represents approximately $36.61M in transactions.


Related Companies

Institutional ownership data for NYSE:HGER is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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