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Harbor Dividend Growth Leaders ETF (GDIV) Institutional Ownership

$19.08 -0.03 (-0.16%)
As of 09:30 AM Eastern

Institutional Ownership Changes (13F Filings) for Harbor Dividend Growth Leaders ETF (NYSEARCA:GDIV)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$3.48M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$8.97M
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GDIV Institutional Buying and Selling by Quarter

Harbor Dividend Growth Leaders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Arkadios Wealth Advisors110,531$1.84M0.0%-3.0%0.882%
5/18/2026Royal Bank of Canada28,565$476K0.0%+335.8%0.228%
5/1/2026 Sequoia Financial Advisors LLC1,156,551$19.28M0.1%-3.7%9.230%
4/27/2026 Private Advisor Group LLC315,283$5.26M0.0%+13.7%2.496%
2/18/2026 EP Wealth Advisors LLC17,816$297K0.0%N/A0.139%
2/17/2026Equitable Holdings Inc.383,735$6.40M0.0%+1.5%2.986%
2/17/2026Osaic Holdings Inc.9,390$157K0.0%+37.1%0.073%
2/17/2026 Private Advisor Group LLC277,286$4.62M0.0%+0.6%2.158%
2/17/2026Royal Bank of Canada6,554$109K0.0%N/A0.051%
2/13/2026 Arkadios Wealth Advisors113,980$1.90M0.0%+3.7%0.887%
2/12/2026 Commonwealth Equity Services LLC1,046,037$17.44M0.0%-1.0%8.140%
2/11/2026 LPL Financial LLC866,221$14.45M0.0%-3.0%6.741%
2/10/2026IFG Advisory LLC11,670$195K0.0%-6.0%0.091%
2/3/2026 International Assets Investment Management LLC3,325$55K0.0%N/A0.026%
2/3/2026 Sequoia Financial Advisors LLC1,200,422$20.02M0.1%+1.9%9.342%
2/2/2026 Truist Financial Corp104,154$1.74M0.0%+5.6%0.811%
1/30/2026 SOL Capital Management CO126,615$2.11M0.2%+15.9%0.985%
1/23/2026 Transcend Capital Advisors LLC175,867$2.93M0.2%-20.1%1.355%
1/16/2026 Worth Financial Advisory Group LLC68,602$1.14M0.6%-18.5%0.530%
11/17/2025Citadel Advisors LLC21,572$350K0.0%+101.0%0.165%
11/14/2025Raymond James Financial Inc.697,110$11.30M0.0%-2.2%5.321%
11/14/2025Equitable Holdings Inc.378,036$6.13M0.0%+1.5%2.886%
11/13/2025 Private Advisor Group LLC275,635$4.47M0.0%+1.8%2.104%
11/12/2025IFG Advisory LLC12,410$201K0.0%-13.1%0.095%
11/5/2025 Envestnet Asset Management Inc.99,432$1.61M0.0%-9.3%0.759%
11/4/2025 Transcend Capital Advisors LLC220,103$3.57M0.2%-23.2%1.680%
11/3/2025 Ballentine Partners LLC166,536$2.70M0.0%-46.8%1.271%
11/3/2025 Truist Financial Corp98,622$1.60M0.0%-9.7%0.753%
10/29/2025 Arkadios Wealth Advisors109,920$1.78M0.0%-7.0%0.830%
10/29/2025 Sequoia Financial Advisors LLC1,177,462$19.09M0.1%-3.6%8.887%
10/29/2025 SOL Capital Management CO109,285$1.77M0.2%+29.0%0.825%
10/22/2025 Worth Financial Advisory Group LLC84,209$1.37M0.8%-3.8%0.636%
10/22/2025 Commonwealth Equity Services LLC1,056,221$17.12M0.0%-1.0%7.971%
8/15/2025Equitable Holdings Inc.372,500$5.76M0.0%-19.8%2.684%
8/15/2025 EP Wealth Advisors LLC18,121$280K0.0%N/A0.131%
8/14/2025Raymond James Financial Inc.712,579$11.02M0.0%-40.5%5.134%
8/14/2025 Ieq Capital LLC151,957$2.35M0.0%-4.8%1.095%
8/4/2025IFG Advisory LLC14,276$221K0.0%-92.8%0.103%
8/4/2025 Assetmark Inc.10,702$166K0.0%N/A0.077%
8/4/2025 Arkadios Wealth Advisors118,180$1.83M0.1%-91.8%0.851%
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8/1/2025 Transcend Capital Advisors LLC286,703$4.44M0.3%-21.8%2.066%
8/1/2025 Envestnet Asset Management Inc.109,599$1.70M0.0%-4.2%0.790%
7/25/2025 Sequoia Financial Advisors LLC1,220,918$18.89M0.1%-3.4%8.796%
7/18/2025 Truist Financial Corp109,199$1.69M0.0%-13.0%0.778%
7/17/2025 Janney Montgomery Scott LLC18,610$288K0.0%+12.9%0.134%
7/17/2025 Worth Financial Advisory Group LLC87,569$1.36M0.8%+7.1%0.631%
5/16/2025NewEdge Advisors LLC8,860$129K0.0%N/A0.054%
5/16/2025AQR Capital Management LLC159,563$2.32M0.0%N/A0.979%
5/14/2025Ieq Capital LLC159,563$2.32M0.0%N/A0.979%
5/13/2025Raymond James Financial Inc.1,197,551$17.44M0.0%+7.5%7.347%
5/9/2025Commonwealth Equity Services LLC1,045,404$15.22M0.0%-1.3%6.414%
5/8/2025IFG Advisory LLC197,851$2.88M0.2%-0.4%1.214%
5/8/2025Arkadios Wealth Advisors1,448,532$21.09M0.8%N/A8.887%
5/7/2025LPL Financial LLC1,045,487$15.22M0.0%+7.4%6.414%
5/5/2025Private Advisor Group LLC261,801$3.81M0.0%+9.5%1.606%
5/1/2025Ballentine Partners LLC312,835$4.56M0.1%N/A1.919%
4/29/2025Envestnet Asset Management Inc.114,405$1.67M0.0%-4.6%0.702%
4/24/2025Transcend Capital Advisors LLC366,468$5.34M0.4%N/A2.221%
4/23/2025Sequoia Financial Advisors LLC1,263,454$18.40M0.1%-11.0%7.657%
4/23/2025SOL Capital Management CO56,450$822K0.1%+50.9%0.342%
4/22/2025Worth Financial Advisory Group LLC81,742$1.19M0.8%+22.0%0.495%
4/17/2025Janney Montgomery Scott LLC16,477$240K0.0%+5.4%0.100%
3/18/2025Objective Capital Management LLC12,750$194K0.1%N/A0.070%
2/18/2025GTS Securities LLC32,593$497K0.0%-55.9%0.170%
2/17/2025Citadel Advisors LLC20,115$307K0.0%+12.5%0.105%
2/13/2025Raymond James Financial Inc.1,114,413$16.98M0.0%N/A5.819%
2/13/2025Envestnet Asset Management Inc.119,982$1.83M0.0%-2.8%0.627%
2/12/2025Worth Financial Advisory Group LLC67,025$1.02M0.6%+6.6%0.350%
2/11/2025LPL Financial LLC973,634$14.84M0.0%+4.7%5.084%
2/10/2025Commonwealth Equity Services LLC1,059,577$16.15M0.0%-0.4%5.533%
2/7/2025Sequoia Financial Advisors LLC1,419,323$21.63M0.2%N/A7.412%
2/6/2025Raymond James Financial Inc.1,114,413$16.98M0.0%N/A5.819%
2/6/2025Proficio Capital Partners LLC87,117$1.33M0.0%N/A0.455%
2/6/2025Atria Investments Inc85,240$1.30M0.0%-18.0%0.445%
2/5/2025Proficio Capital Partners LLC87,117$1.33M0.0%N/A0.455%
2/3/2025Private Advisor Group LLC239,011$3.64M0.0%+10.1%1.248%
2/3/2025Good Life Advisors LLC12,986$198K0.0%-50.0%0.068%
1/31/2025Truist Financial Corp119,593$1.82M0.0%-2.8%0.625%
1/17/2025Janney Montgomery Scott LLC15,628$238K0.0%+9.2%0.082%
11/1/2024Atria Investments Inc103,896$1.60M0.0%-2.0%0.543%
10/25/2024Worth Financial Advisory Group LLC62,899$971K0.6%+6.2%0.328%
10/22/2024International Assets Investment Management LLC429,221$6.63M0.0%+21,632.7%2.241%
10/22/2024Private Advisor Group LLC217,123$3.35M0.0%+0.7%1.134%
10/18/2024Raymond James & Associates232,558$3.59M0.0%-15.2%1.214%
10/16/2024Good Life Advisors LLC25,968$401K0.0%+111.3%0.136%
8/21/2024Truist Financial Corp75,186$1.08M0.0%+9.7%0.393%
8/5/2024Private Advisor Group LLC215,634$3.10M0.0%-1.4%1.126%
7/31/2024Commonwealth Equity Services LLC1,056,618$15.18M0.0%+0.9%5.518%
7/30/2024International Assets Investment Management LLC1,975$28K0.0%N/A0.010%
7/26/2024Worth Financial Advisory Group LLC59,205$851K0.6%-2.8%0.309%
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7/20/2024Raymond James Financial Services Advisors Inc.834,829$12.00M0.0%+34.5%4.359%
5/21/2024Atria Investments Inc101,620$1.48M0.0%+3.0%0.531%
5/1/2024Worth Financial Advisory Group LLC60,923$886K0.6%+26.1%0.320%
4/30/2024Private Advisor Group LLC218,603$3.18M0.0%-23.0%1.149%
4/29/2024Commonwealth Equity Services LLC1,046,965$15.23M0.0%-7.4%5.502%
4/23/2024Raymond James Financial Services Advisors Inc.620,701$9.03M0.0%-3.2%3.262%
8/10/2023Private Advisor Group LLC95,239$1.20M0.0%+15.9%0.629%
8/4/2023Atria Investments Inc85,698$1.08M0.0%N/A0.566%
8/1/2023Truist Financial Corp45,728$577K0.0%+11.3%0.302%
7/31/2023LPL Financial LLC757,761$9.56M0.0%+101.9%5.002%


GDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 institutional investors and hedge funds held shares of Harbor Dividend Growth Leaders ETF. The most heavily invested institutionals were Sequoia Financial Advisors LLC ($19.28M), Commonwealth Equity Services LLC ($17.44M), LPL Financial LLC ($14.45M), Raymond James Financial Inc. ($11.30M), Equitable Holdings Inc. ($6.40M), Private Advisor Group LLC ($5.26M), and Raymond James & Associates ($3.59M).Learn more on Harbor Dividend Growth Leaders ETF's institutional investors.

Of the 24 institutional investors that purchased Harbor Dividend Growth Leaders ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.31M), Arkadios Wealth Advisors ($1.45M), Sequoia Financial Advisors LLC ($1.44M), International Assets Investment Management LLC ($430.57K), Transcend Capital Advisors LLC ($366.47K), Ballentine Partners LLC ($312.84K), and Proficio Capital Partners LLC ($174.23K).

Institutional investors have bought a total of 211,452 shares in the last 24 months. This purchase volume represents approximately $3.48M in transactions.

Of the 12 institutional investors that sold Harbor Dividend Growth Leaders ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ballentine Partners LLC ($146.30K), Transcend Capital Advisors LLC ($110.84K), Equitable Holdings Inc. ($91.93K), Sequoia Financial Advisors LLC ($87.33K), LPL Financial LLC ($26.44K), Commonwealth Equity Services LLC ($21.27K), and Worth Financial Advisory Group LLC ($18.97K).

Institutional investors have sold a total of 553,588 shares in the last 24 months. This volume of shares sold represents approximately $8.97M in transactions.



Institutional ownership data for NYSEARCA:GDIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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