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Harbor International Compounders ETF (OSEA) Institutional Ownership

$28.94 -0.24 (-0.82%)
As of 07/18/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Harbor International Compounders ETF (NYSEARCA:OSEA)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$247.52M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$50.72M
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OSEA Institutional Buying and Selling by Quarter

Harbor International Compounders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Consolidated Planning Corp51,537$1.51M0.2%+102.3%0.313%
7/18/2025Truist Financial Corp61,104$1.79M0.0%+225.9%0.371%
7/17/2025 Archford Capital Strategies LLC256,882$7.52M1.0%+23.7%1.562%
7/17/2025 Worth Financial Advisory Group LLC9,982$292K0.2%+12.2%0.061%
7/17/2025 KWB Wealth53,884$1.58M0.2%+37.8%0.328%
7/16/2025 Diversified Enterprises LLC2,361,492$69.12M5.2%+9.8%14.356%
7/16/2025 Embree Financial Group112,561$3.30M0.5%+33.0%0.684%
7/15/2025 FMA Wealth Management LLC179,906$5.27M3.9%+4.3%1.094%
7/15/2025 Accurate Wealth Management LLC25,706$760K0.1%+1.7%0.156%
7/15/2025 GSB Wealth Management LLC371,137$10.86M2.6%+14.3%2.256%
7/11/2025 Annex Advisory Services LLC2,416,917$70.74M1.7%+15.9%14.693%
7/10/2025 Moody National Bank Trust Division102,008$2.99M0.3%+4.1%0.620%
7/10/2025 Financial Management Network Inc.26,420$775K0.1%-10.6%0.161%
5/19/2025Jane Street Group LLC21,369$567K0.0%-67.9%0.137%
5/14/2025Paces Ferry Wealth Advisors LLC517,369$13.73M6.8%+42.9%3.306%
5/14/2025Flow Traders U.S. LLC67,964$1.80M0.1%N/A0.434%
5/13/2025Kovitz Investment Group Partners LLC196,903$5.23M0.0%+279.4%1.258%
5/13/2025HighTower Advisors LLC17,556$466K0.0%N/A0.112%
5/7/2025 Financial Management Network Inc.29,565$717K0.1%-17.8%0.189%
5/7/2025Wincap Financial LLC64,283$1.71M1.6%+16.0%0.411%
5/7/2025LPL Financial LLC541,831$14.38M0.0%-9.7%3.462%
5/6/2025Venturi Wealth Management LLC968,945$25.71M1.3%+10.4%6.191%
5/6/2025Summit Asset Management LLC43,350$1.15M0.2%+1.3%0.277%
5/6/2025Ascension Capital Advisors Inc.35,369$939K0.4%+1.0%0.228%
5/1/2025 Riversedge Advisors LLC29,510$783K0.2%-95.3%0.190%
4/29/2025Envestnet Asset Management Inc.205,317$5.45M0.0%+13.2%1.322%
4/29/2025World Investment Advisors242,080$6.42M0.2%+11.6%1.559%
4/29/2025Strategic Blueprint LLC10,987$292K0.0%+26.9%0.071%
4/28/2025Fiduciary Group LLC111,949$2.97M0.3%+11.5%0.721%
4/23/2025Creative Financial Designs Inc. ADV1,635$43K0.0%N/A0.011%
4/23/2025Balance Wealth LLC70,166$1.86M1.2%N/A0.452%
4/23/2025 Archford Capital Strategies LLC207,722$5.51M0.8%N/A1.338%
4/23/2025 Embree Financial Group84,619$2.25M0.4%+211.2%0.545%
4/22/2025Consolidated Planning Corp25,474$676K0.1%+25.4%0.164%
4/22/2025 FMA Wealth Management LLC172,528$4.64M3.6%-1.7%1.111%
4/22/2025Cambridge Investment Research Advisors Inc.27,039$717K0.0%+133.1%0.174%
4/22/2025 Worth Financial Advisory Group LLC8,900$236K0.1%N/A0.057%
4/18/2025 GSB Wealth Management LLC324,778$8.62M2.3%+263.6%2.091%
4/18/2025 San Luis Wealth Advisors LLC202,912$5.38M1.2%+25.5%1.307%
4/15/2025 Accurate Wealth Management LLC25,265$651K0.1%N/A0.163%
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4/11/2025AMI Investment Management Inc.509,360$13.52M4.4%+13.3%3.435%
4/11/2025 Annex Advisory Services LLC2,084,963$55.32M1.6%+2,969.0%14.059%
4/10/2025 KWB Wealth39,103$1.01M0.1%+250.2%0.264%
4/10/2025Amplius Wealth Advisors LLC930,282$24.69M2.6%+39.0%6.273%
4/9/2025Arlington Financial Advisors LLC792,066$21.02M3.7%+10.3%5.341%
4/4/2025 Moody National Bank Trust Division97,955$2.60M0.3%+73.1%0.661%
3/14/2025Keystone Financial Services LLC15,584$403K0.4%N/A0.127%
2/17/2025Studio Investment Management LLC14,356$371K0.1%+6.1%0.310%
2/17/2025Citadel Advisors LLC28,685$742K0.0%N/A0.620%
2/14/2025Jane Street Group LLC66,568$1.72M0.0%-52.7%1.438%
2/14/2025Kovitz Investment Group Partners LLC51,895$1.34M0.0%-84.9%1.121%
2/14/2025Stifel Financial Corp14,967$387K0.0%+3.9%0.323%
2/13/2025Synovus Financial Corp13,602$352K0.0%+48.1%0.294%
2/13/2025Raymond James Financial Inc.101,591$2.63M0.0%N/A2.194%
2/13/2025Envestnet Asset Management Inc.181,417$4.69M0.0%+14.4%3.918%
2/12/2025World Investment Advisors216,961$5.61M0.2%+13.0%4.686%
2/12/2025OLD Mission Capital LLC418,359$10.82M0.2%N/A9.036%
2/11/2025Paces Ferry Wealth Advisors LLC361,998$9.36M4.5%N/A7.819%
2/11/2025LPL Financial LLC599,950$15.51M0.0%+52.2%12.958%
2/11/2025Runnymede Capital Advisors Inc.4,092$106K0.1%N/A0.088%
2/11/2025Fiduciary Group LLC100,439$2.60M0.3%+12.0%2.169%
2/10/2025Envestnet Portfolio Solutions Inc.8,035$208K0.0%N/A0.174%
2/10/2025Commonwealth Equity Services LLC23,012$595K0.0%-4.8%0.497%
2/6/2025Raymond James Financial Inc.101,591$2.63M0.0%N/A2.194%
2/6/2025Steward Partners Investment Advisory LLC59,900$1.55M0.0%-8.7%1.294%
2/5/2025Ascension Capital Advisors Inc.35,003$905K0.4%+29.2%0.756%
2/4/2025Summit Asset Management LLC42,800$1.11M0.2%+9.9%0.924%
2/3/2025 FMA Wealth Management LLC175,598$4.54M3.4%+1.0%3.793%
2/3/2025 Financial Management Network Inc.35,950$929K0.2%-33.7%0.776%
1/31/2025Atria Wealth Solutions Inc.8,035$208K0.0%N/A0.174%
1/31/2025Venturi Wealth Management LLC877,931$22.70M1.1%+42.8%18.962%
1/31/2025Truist Financial Corp15,393$398K0.0%+35.1%0.332%
1/30/2025Manchester Capital Management LLC3,656$95K0.0%-90.0%0.079%
1/29/2025Consolidated Planning Corp20,314$525K0.1%+138.9%0.439%
1/28/2025Arlington Financial Advisors LLC718,311$18.57M3.7%-51.0%15.514%
1/27/2025Financial Advocates Investment Management73,021$1.89M0.1%N/A1.577%
1/23/2025Strategic Blueprint LLC8,660$224K0.0%N/A0.187%
1/21/2025 Embree Financial Group27,195$703K0.1%N/A0.587%
1/21/2025 GSB Wealth Management LLC89,320$2.31M0.6%N/A1.929%
1/16/2025Amplius Wealth Advisors LLC669,171$17.30M1.8%-4.6%14.453%
1/16/2025AMI Investment Management Inc.449,490$11.62M3.8%+9.0%9.708%
1/16/2025 Annex Advisory Services LLC67,936$1.76M0.1%N/A1.467%
1/15/2025 Riversedge Advisors LLC628,285$16.24M3.7%-0.4%13.570%
1/14/2025 San Luis Wealth Advisors LLC161,623$4.18M0.8%-0.9%3.491%
1/14/2025 KWB Wealth11,165$289K0.0%N/A0.241%
1/13/2025 Moody National Bank Trust Division56,573$1.46M0.2%N/A1.222%
11/25/2024Synovus Financial Corp9,186$266K0.0%N/A0.198%
11/25/2024World Investment Advisors LLC191,996$5.55M0.1%N/A4.147%
11/15/2024Jane Street Group LLC140,664$4.07M0.0%+142.4%3.038%
11/15/2024Kovitz Investment Group Partners LLC344,744$9.97M0.1%+23.2%7.446%
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What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

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11/14/2024Rockefeller Capital Management L.P.55,790$1.61M0.0%+2.0%1.205%
11/13/2024Private Trust Co. NA1,000$29K0.0%N/A0.022%
11/12/2024Studio Investment Management LLC13,527$391K0.1%N/A0.292%
11/6/2024Summit Asset Management LLC38,942$1.13M0.2%+53.5%0.841%
11/4/2024Venturi Wealth Management LLC615,009$17.79M0.9%-2.7%13.283%
11/1/2024Nordwand Advisors LLC149,085$4.31M1.2%N/A3.220%
10/31/2024Consolidated Planning Corp8,503$246K0.0%N/A0.184%
10/31/2024Ascension Capital Advisors Inc.27,095$784K0.4%+79.8%0.585%
10/30/2024Legacy CG LLC380,466$11.01M3.6%+2.4%8.217%
10/24/2024Arkadios Wealth Advisors7,717$223K0.0%N/A0.167%
(Data available from 1/1/2016 forward)

OSEA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OSEA shares?

During the previous two years, 58 institutional investors and hedge funds held shares of Harbor International Compounders ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($70.74M), Diversified Enterprises LLC ($69.12M), Venturi Wealth Management LLC ($25.71M), Amplius Wealth Advisors LLC ($24.69M), Arlington Financial Advisors LLC ($21.02M), LPL Financial LLC ($14.38M), and Paces Ferry Wealth Advisors LLC ($13.73M).Learn more on Harbor International Compounders ETF's institutional investors.

Which institutional investors have been buying Harbor International Compounders ETF's stock?

Of the 57 institutional investors that purchased Harbor International Compounders ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($2.42M), Arlington Financial Advisors LLC ($1.53M), Amplius Wealth Advisors LLC ($962.36K), Riversedge Advisors LLC ($630.67K), Venturi Wealth Management LLC ($602.20K), Paces Ferry Wealth Advisors LLC ($517.37K), and AMI Investment Management Inc. ($509.36K).

How much institutional buying is happening at Harbor International Compounders ETF?

Institutional investors have bought a total of 9,060,939 shares in the last 24 months. This purchase volume represents approximately $245.32M in transactions.

Which of Harbor International Compounders ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold Harbor International Compounders ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arlington Financial Advisors LLC ($748.72K), Riversedge Advisors LLC ($601.16K), Kovitz Investment Group Partners LLC ($292.85K), Jane Street Group LLC ($119.30K), LPL Financial LLC ($58.12K), Manchester Capital Management LLC ($32.91K), and Amplius Wealth Advisors LLC ($32.08K).

How much institutional selling is happening at Harbor International Compounders ETF?

Institutional investors have sold a total of 1,941,132 shares in the last 24 months. This volume of shares sold represents approximately $50.72M in transactions.



This page (NYSEARCA:OSEA) was last updated on 7/19/2025 by MarketBeat.com Staff
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