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

$36.48 +0.39 (+1.07%)
Closing price 10/13/2026 03:58 PM Eastern
Extended Trading
$36.51 +0.03 (+0.08%)
As of 10/13/2026 07:50 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)
167
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$40.47M
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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
10/13/2026Sax Wealth Advisors LLC89,191$3.15M0.1%N/A0.066%
10/13/2026Fragasso Financial Advisors Inc15,086$542K0.0%+15.9%0.011%
10/9/2026Stokes Capital Advisors LLC10,811$381K0.1%N/A0.008%
10/9/2026Inspirion Wealth Advisors LLC685,113$24.16M2.7%+0.1%0.509%
10/8/2026Farther Finance Advisors LLC24,790$874K0.0%+298.8%0.018%
10/8/2026Avidian Wealth Enterprises LLC19,157$675K0.0%N/A0.014%
10/7/2026Cooper Financial Group270,878$9.55M0.8%+10.6%0.201%
10/7/2026Persium Advisors LLC320,806$11.31M5.8%N/A0.238%
10/7/2026Echo45 Advisors LLC137,203$4.84M2.2%-0.6%0.102%
10/7/2026Worth Asset Management LLC35,695$1.26M0.4%+109.9%0.026%
10/7/2026Matrix Trust Co9,712$342K0.1%-73.7%0.007%
10/5/2026Ballew Advisors Inc19,957$704K0.3%+163.5%0.015%
10/5/2026MassMutual Private Wealth & Trust FSB91,005$3.21M0.1%+47.7%0.067%
10/2/2026 Private Client Services LLC358,070$12.63M3.5%+3.0%0.264%
9/23/2026Envestnet Asset Management Inc.342,820$10.06M0.0%+12.5%0.300%
9/9/2026Archford Capital Strategies LLC197,525$5.80M0.6%+1.0%0.173%
9/9/2026Capital Analysts LLC16,247$476K0.0%+410.8%0.014%
9/9/2026Integrated Wealth Concepts LLC30,449$893K0.0%+32.0%0.027%
9/9/2026NewEdge Advisors LLC19,072$560K0.0%+3,714.4%0.017%
9/9/2026IFP Advisors Inc96,115$2.82M0.1%+3.9%0.084%
9/9/2026Baird Financial Group Inc.58,711$1.72M0.0%-10.5%0.051%
9/8/2026Allworth Financial LP1,325$39K0.0%N/A0.001%
8/27/2026Corient Private Wealth LP26,838$787K0.0%-11.6%0.023%
8/23/2026PCG Wealth Advisors LLC83,363$2.45M0.5%-3.1%0.073%
8/23/2026Echo45 Advisors LLC138,084$4.05M2.1%+9.6%0.121%
8/23/2026SFG Wealth Management LLC.131,024$3.84M1.4%-11.4%0.115%
8/23/2026Northeast Planning Associates INC. NH24,731$685K0.5%+47.7%0.022%
8/22/2026NBH Bank2,475$73K0.0%N/A0.002%
8/22/2026Legacy Wealth Managment LLC ID11,587$340K0.2%N/A0.010%
8/22/2026Kickstand Ventures LLC.126,908$3.72M0.7%N/A0.111%
8/22/2026Concurrent Investment Advisors LLC25,728$755K0.0%-89.3%0.023%
8/21/2026Continuum Advisory LLC2,467$72K0.0%N/A0.002%
8/21/2026Bedel Financial Consulting Inc.82,434$2.42M0.2%N/A0.072%
8/20/2026Nwam LLC20,832$611K0.0%N/A0.018%
7/10/2026Nvest Wealth Strategies Inc.205,635$6.03M3.8%+3.9%0.187%
7/10/2026KWB Wealth21,552$632K0.1%+12.5%0.020%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,632$371K0.0%-3.7%0.011%
7/10/2026Choice Wealth Advisors LLC398,929$11.71M4.1%N/A0.362%
7/9/2026Matrix Trust Co36,880$1.08M0.2%+80.5%0.033%
7/9/2026Worth Asset Management LLC17,008$499K0.2%-24.6%0.015%
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7/8/2026Cooper Financial Group244,810$7.18M0.6%N/A0.222%
7/7/2026Inspirion Wealth Advisors LLC684,472$20.20M2.3%+3.2%0.621%
7/7/2026Harbor Investment Advisory LLC74,487$2.19M0.2%-4.4%0.068%
7/7/2026CGN Advisors LLC18,340$538K0.0%-2.3%0.017%
7/6/2026 Private Client Services LLC347,558$10.20M2.7%N/A0.315%
7/2/2026MassMutual Private Wealth & Trust FSB61,625$1.81M0.0%N/A0.056%
7/1/2026Eastern 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%
5/19/2026Arkadios 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%
5/15/2026Gateway Wealth Partners LLC59,304$1.84M0.1%N/A0.063%
5/14/2026Compound Planning Inc.379,958$11.78M0.4%+1.8%0.402%
5/14/2026Gibbs Wealth Management11,694$363K0.0%-12.2%0.012%
5/13/2026Cetera Investment Advisers296,771$9.20M0.0%+22.9%0.314%
5/7/2026Beta Wealth Group Inc.188,120$5.83M2.4%+1.1%0.199%
5/7/2026Marshall & Sterling Wealth Advisors Inc.41,732$1.29M0.8%N/A0.044%
5/7/2026Regimen Wealth LLC6,899$214K0.1%-27.3%0.007%
5/7/2026Hershey Financial Advisers LLC27,719$860K0.7%N/A0.029%
5/6/2026SK Wealth Management LLC32,186$1.01M0.3%+6.4%0.034%
5/6/2026Assetmark Inc.1,040,792$32.28M0.1%+20.4%1.100%
5/6/2026Prosperity Consulting Group LLC15,194$471K0.0%-38.0%0.016%
5/6/2026Birchwood Financial Partners Inc.1,589$49K0.0%N/A0.002%
5/5/2026Bank of New York Mellon Corp40,110$1.24M0.0%+77.0%0.042%
5/5/2026Ethos Financial Group LLC293,574$9.10M0.7%+15.3%0.310%
5/5/2026Sanctuary Advisors LLC475,851$14.76M0.1%+33.3%0.503%
5/5/2026Flynn Zito Capital Management LLC84,873$2.63M0.8%-46.6%0.090%
5/4/2026Parr Mcknight Wealth Management Group LLC140,591$4.36M0.6%N/A0.149%
5/2/2026Diversify Wealth Management LLC13,751$446K0.0%N/A0.015%
5/1/2026Fifth Third Bancorp36,639$1.14M0.0%N/A0.039%
4/30/2026Kestra Advisory Services LLC134,174$4.16M0.0%+770.1%0.143%
4/30/2026Greenwood Capital Associates LLC26,424$819K0.1%+22.3%0.028%
4/29/2026Richmond Investment Services LLC53,156$1.65M0.3%N/A0.057%
4/29/2026Axxcess Wealth Management LLC134,762$4.18M0.1%+18.5%0.144%
4/29/2026Resonant Capital Advisors LLC324,751$10.07M0.5%N/A0.347%
4/28/2026Kathmere Capital Management LLC65,391$2.03M0.1%+22.7%0.070%
4/28/2026Whittier Trust Co.16,640$522K0.0%N/A0.018%
4/27/2026PFG Investments LLC13,240$411K0.0%+32.1%0.014%
4/27/2026World Investment Advisors64,069$1.99M0.0%+14.8%0.069%
4/27/2026Private Advisor Group LLC1,153,539$35.77M0.2%-11.2%1.244%
4/27/2026Platform Technology Partners121,019$3.75M0.7%+14.0%0.131%
4/24/2026Harbor Investment Advisory LLC77,931$2.42M0.2%+6.9%0.084%
4/23/2026Vicus Capital34,184$1.06M0.1%+5.5%0.037%
4/23/2026Horizon Advisory Services Inc.978,268$30.34M15.5%-17.5%1.055%
4/22/2026Janney Montgomery Scott LLC371,558$11.52M0.0%+2.8%0.404%
4/21/2026Silver Oak Securities Incorporated71,364$2.21M0.2%N/A0.078%
4/20/2026Echo45 Advisors LLC126,037$3.91M2.2%-1.1%0.137%
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4/20/2026Blue Trust Inc.332,261$10.30M0.1%N/A0.362%
4/18/2026CENTRAL TRUST Co749,155$23.23M0.5%+29.4%0.817%
4/17/2026Worth Asset Management LLC22,570$700K0.3%+61.5%0.025%
4/17/2026Outlook Wealth Advisors LLC29,538$916K0.2%+55.3%0.032%
4/17/2026Financial Management Network Inc.14,572$451K0.1%-11.3%0.016%
4/16/2026Sheets Smith Wealth Management26,066$808K0.1%-1.7%0.028%
4/15/2026Nations 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%
3/9/2026Corient Private Wealth LLC33,465$831K0.0%+22.3%0.048%
3/4/2026SHP Wealth Management30,876$766K0.1%N/A0.044%


HGER Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 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 188 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 44,949,674 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Of the 41 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: Concurrent Investment Advisors LLC ($214.98K), 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), Sagard Holdings Management Inc. ($121.22K), and Vident Advisory LLC ($105.26K).

Institutional investors have sold a total of 1,449,576 shares in the last 24 months. This volume of shares sold represents approximately $40.47M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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