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

$23.45 +0.12 (+0.51%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$147.12M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$11.24M
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HGER Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 3EDGE Asset Management LP1,387,447$33.25M2.3%-5.4%10.899%
5/1/2025 Platform Technology Partners65,649$1.58M0.5%+22.0%0.516%
5/1/2025 Horizon Advisory Services Inc.1,150,292$27.67M15.7%-0.9%9.036%
4/30/2025 Cerity Partners LLC21,673$521K0.0%+3.2%0.170%
4/30/2025 tru Independence LLC166,663$4.01M1.2%N/A1.309%
4/30/2025 Twelve Points Wealth Management LLC72,811$1.75M0.5%+1.7%0.572%
4/29/2025 Envestnet Asset Management Inc.83,969$2.02M0.0%-16.2%0.660%
4/29/2025 World Investment Advisors37,626$905K0.0%+2.0%0.296%
4/25/2025 Northcape Wealth Management LLC43,265$1.04M0.3%+201.5%0.314%
4/23/2025 SFG Wealth Management LLC.21,306$512K0.3%N/A0.154%
4/22/2025 Palumbo Wealth Management LLC10,531$253K0.1%-8.4%0.076%
4/22/2025 Cambridge Investment Research Advisors Inc.241,798$5.82M0.0%-13.6%1.752%
4/22/2025 Worth Financial Advisory Group LLC18,841$453K0.3%N/A0.137%
4/17/2025 Vicus Capital17,173$413K0.0%+30.7%0.124%
4/17/2025 Janney Montgomery Scott LLC327,603$7.88M0.0%-25.9%2.374%
4/17/2025 Exchange Traded Concepts LLC50,776$1.22M0.0%-6.4%0.368%
4/16/2025 Sowa Financial Group Inc.217,828$5.24M3.4%+6.1%1.578%
4/14/2025 Portside Wealth Group LLC32,753$788K0.1%+6.9%0.237%
4/10/2025 Lake Street Private Wealth LLC15,803$380K0.1%N/A0.115%
4/10/2025 Channel Wealth LLC90,850$2.19M0.7%+3.9%0.658%
4/10/2025 Matrix Trust Co26,093$628K0.1%+112.7%0.189%
4/10/2025 Portside Wealth Group LLC30,643$678K0.1%+9.3%0.222%
4/9/2025 Harbor Investment Advisory LLC50,210$1.21M0.1%+7.1%0.364%
4/9/2025 Inspirion Wealth Advisors LLC547,798$13.18M1.8%+9.3%3.970%
2/17/2025Cetera Investment Advisers177,353$3.93M0.0%+40.1%2.487%
2/14/2025Jane Street Group LLC9,505$210K0.0%N/A0.133%
2/14/2025Prosperity Consulting Group LLC12,212$270K0.0%-16.3%0.171%
2/14/2025Empire Financial Management Company LLC150,249$3.33M1.0%+6.2%2.107%
2/14/2025Harvest Investment Services LLC12,954$287K0.1%+27.9%0.182%
2/14/2025IHT Wealth Management LLC43,284$958K0.0%N/A0.607%
2/14/2025Trajan Wealth LLC22,325$494K0.0%-10.8%0.313%
2/13/2025Synovus Financial Corp972,913$21.54M0.3%-1.5%13.645%
2/13/2025Raymond James Financial Inc.729,302$16.14M0.0%N/A10.229%
2/13/2025Certior Financial Group LLC28,078$622K0.5%N/A0.394%
2/13/2025 Envestnet Asset Management Inc.100,157$2.22M0.0%+152.2%1.405%
2/12/2025 World Investment Advisors36,905$817K0.0%-2.5%0.518%
2/12/2025OneAscent Financial Services LLC68,550$1.52M0.1%N/A0.961%
2/12/2025OneAscent Wealth Management LLC25,012$554K0.2%N/A0.351%
2/10/2025Commonwealth Equity Services LLC400,390$8.86M0.0%-7.9%5.616%
2/7/2025HighTower Advisors LLC363,966$8.06M0.0%+8.1%5.105%
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2/6/2025Raymond James Financial Inc.729,302$16.14M0.0%N/A10.229%
2/6/2025Atria Investments Inc103,781$2.30M0.0%N/A1.456%
2/5/2025Advisor OS LLC10,436$231K0.0%-4.8%0.146%
2/4/2025 Horizon Advisory Services Inc.1,161,235$25.70M14.7%N/A16.287%
2/4/2025IFP Advisors Inc83,628$1.85M0.1%-1.9%1.173%
2/4/2025MONECO Advisors LLC68,919$1.53M0.2%N/A0.967%
1/31/2025 3EDGE Asset Management LP1,466,875$32.47M2.0%+29.7%20.573%
1/31/2025 Northcape Wealth Management LLC14,348$318K0.1%N/A0.201%
1/31/2025 Truist Financial Corp27,362$606K0.0%-1.7%0.384%
1/31/2025Sanctuary Advisors LLC79,114$1.84M0.0%+3.0%1.110%
1/30/2025 Palumbo Wealth Management LLC11,495$254K0.1%N/A0.161%
1/30/2025 Vicus Capital13,138$291K0.0%N/A0.184%
1/28/2025 Platform Technology Partners53,804$1.19M0.4%+25.9%0.755%
1/27/2025Nvwm LLC18,248$404K0.1%N/A0.256%
1/27/2025 Mather Group LLC.1,353$30K0.0%+49.2%0.019%
1/24/2025Alliance Wealth Advisors LLC UT38,086$843K0.2%+6.5%0.534%
1/23/2025 Twelve Points Wealth Management LLC71,621$1.59M0.5%+30.6%1.005%
1/21/2025 Exchange Traded Concepts LLC54,238$1.20M0.0%N/A0.761%
1/17/2025Fiduciary Family Office LLC1,053,741$23.33M6.9%N/A14.779%
1/17/2025 Janney Montgomery Scott LLC442,197$9.79M0.0%-2.1%6.202%
1/17/2025 Advisory Alpha LLC15,323$339K0.0%-5.3%0.215%
1/16/2025 Sowa Financial Group Inc.205,374$4.55M2.8%+156.0%2.880%
1/16/2025 Harbor Investment Advisory LLC46,889$1.04M0.1%+470.7%0.658%
1/16/2025Ellsworth Advisors LLC261,468$5.79M1.5%+2.2%3.667%
1/15/2025 CGN Advisors LLC15,854$351K0.0%+73.3%0.222%
1/15/2025Arkadios Wealth Advisors190,364$4.21M0.2%+13.0%2.670%
1/15/2025 Channel Wealth LLC87,402$1.94M0.6%-48.7%1.226%
1/15/2025 Inspirion Wealth Advisors LLC501,314$11.20M1.6%+12.9%7.031%
1/14/2025 Wallace Advisory Group LLC15,851$358K0.3%-4.0%0.222%
1/13/2025 Matrix Trust Co12,266$272K0.0%+194.5%0.172%
11/25/2024Synovus Financial Corp987,250$22.32M0.3%-0.2%13.846%
11/25/2024 World Investment Advisors LLC37,845$855K0.0%-38.4%0.531%
11/25/2024Sanctuary Advisors LLC76,776$1.76M0.0%+42.4%1.077%
11/18/2024Empire Financial Management Company LLC141,456$3.20M1.0%+1.4%1.984%
11/15/2024Orion Portfolio Solutions LLC114,522$2.59M0.1%+16.5%1.606%
11/15/2024HighTower Advisors LLC336,789$7.62M0.0%+316.9%4.724%
11/13/2024Townsquare Capital LLC150,772$3.41M0.0%-0.8%2.115%
11/13/2024Independent Advisor Alliance14,439$326K0.0%+9.4%0.203%
11/12/2024One Charles Private Wealth Services LLC133,050$3.01M1.1%+0.9%1.866%
11/12/2024 Cerity Partners LLC20,994$475K0.0%N/A0.294%
11/5/2024 Platform Technology Partners42,741$966K0.3%+38.7%0.599%
10/29/2024 Janney Montgomery Scott LLC451,783$10.21M0.0%-6.4%6.336%
10/25/2024Trajan Wealth LLC25,018$566K0.0%-15.1%0.351%
10/24/2024Arkadios Wealth Advisors168,535$3.81M0.2%+197.7%2.364%
10/18/2024Raymond James & Associates302,642$6.84M0.0%+2.1%4.245%
10/16/2024New Harbor Financial Group LLC1,020,594$23.07M5.9%+11.1%14.314%
10/16/2024 Twelve Points Wealth Management LLC54,855$1.24M0.4%N/A0.769%
10/10/2024 Sowa Financial Group Inc.80,216$1.81M1.1%+29.1%1.125%
10/9/2024 Matrix Trust Co4,165$94K0.0%+52.7%0.058%
10/5/2024 Inspirion Wealth Advisors LLC444,087$10.04M1.4%+11.8%6.228%
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10/5/2024 Harbor Investment Advisory LLC8,216$186K0.0%N/A0.115%
9/5/2024Sanctuary Advisors LLC53,925$1.24M0.0%N/A0.756%
8/21/2024 Advisory Alpha LLC14,112$317K0.0%N/A0.198%
8/16/2024 Wallace Advisory Group LLC16,750$377K0.3%N/A0.235%
8/14/2024Bank of Montreal Can40,600$930K0.0%+116.9%0.569%
8/8/2024Prosperity Consulting Group LLC17,439$392K0.1%N/A0.245%
8/8/2024 Envestnet Asset Management Inc.81,002$1.82M0.0%+454.1%1.136%
8/6/2024Advisor OS LLC11,383$256K0.0%-4.4%0.160%
8/5/2024Private Advisor Group LLC346,249$7.79M0.1%+87.6%4.856%
8/2/2024New Harbor Financial Group LLC918,676$20.67M6.2%+2.1%12.885%
(Data available from 1/1/2016 forward)

HGER Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGER shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Harbor Commodity All-Weather Strategy ETF. The most heavily invested institutionals were 3EDGE Asset Management LP ($33.25M), Horizon Advisory Services Inc. ($27.67M), Fiduciary Family Office LLC ($23.33M), New Harbor Financial Group LLC ($23.07M), Synovus Financial Corp ($21.54M), Raymond James Financial Inc. ($16.14M), and Inspirion Wealth Advisors LLC ($13.18M).Learn more on HGER's institutional investors.

Which institutional investors have been buying Harbor Commodity All-Weather Strategy ETF stock?

Of the 64 institutional investors that purchased Harbor Commodity All-Weather Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.46M), Horizon Advisory Services Inc. ($1.16M), Fiduciary Family Office LLC ($1.05M), Inspirion Wealth Advisors LLC ($386.49K), 3EDGE Asset Management LP ($336.12K), Synovus Financial Corp ($330.70K), and HighTower Advisors LLC ($283.18K).

How much institutional buying is happening at Harbor Commodity All-Weather Strategy ETF?

Institutional investors have bought a total of 7,756,190 shares in the last 24 months. This purchase volume represents approximately $172.27M in transactions.

Which Harbor Commodity All-Weather Strategy ETF major shareholders have been selling company stock?

Of the 21 institutional investors that sold Harbor Commodity All-Weather Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($155.27K), Channel Wealth LLC ($83.10K), 3EDGE Asset Management LP ($79.43K), Commonwealth Equity Services LLC ($70.74K), Cambridge Investment Research Advisors Inc. ($38.06K), World Investment Advisors LLC ($23.58K), and Synovus Financial Corp ($16.54K).

How much institutional selling is happening at Harbor Commodity All-Weather Strategy ETF?

Institutional investors have sold a total of 539,100 shares in the last 24 months. This volume of shares sold represents approximately $12.47M in transactions.



This page (NYSEARCA:HGER) was last updated on 5/2/2025 by MarketBeat.com Staff
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