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Harbor International Compounders ETF (OSEA) Institutional Ownership

$30.32 -0.17 (-0.54%)
As of 11:19 AM Eastern
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Institutional Ownership Changes (13F Filings) for Harbor International Compounders ETF (NYSEARCA:OSEA)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$274.63M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$60.91M
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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
10/8/2025KWB Wealth71,793$2.10M0.2%+33.2%0.412%
9/26/2025Corient Private Wealth LLC55,690$1.63M0.0%+605.5%0.333%
9/4/2025Osaic Holdings Inc.58,503$1.71M0.0%+39.2%0.350%
8/15/2025Corient Private Wealth LLC1,374,099$40.03M0.1%+17,306.9%8.228%
8/15/2025Captrust Financial Advisors42,878$1.26M0.0%N/A0.257%
8/15/2025Paces Ferry Wealth Advisors LLC532,042$15.57M7.2%+2.8%3.186%
8/14/2025Jane Street Group LLC17,216$504K0.0%-19.4%0.103%
8/14/2025Raymond James Financial Inc.99,659$2.92M0.0%+20.5%0.597%
8/13/2025Flow Traders U.S. LLC23,350$683K0.0%-65.6%0.140%
8/13/2025Proactive Wealth Strategies LLC76,654$2.24M1.1%N/A0.459%
8/12/2025Financial Advocates Investment Management65,969$1.93M0.2%-7.9%0.395%
8/12/2025Steward Partners Investment Advisory LLC3,101$91K0.0%-54.2%0.019%
8/12/2025JPMorgan Chase & Co.96,190$2.82M0.0%N/A0.576%
8/7/2025Ascension Capital Advisors Inc.39,593$1.16M0.5%+11.9%0.240%
8/7/2025Summit Asset Management LLC44,125$1.29M0.2%+1.8%0.268%
8/6/2025Vestmark Advisory Solutions Inc.125,042$3.66M0.1%N/A0.759%
8/4/2025Amplius Wealth Advisors LLC939,516$27.50M2.6%+1.0%5.703%
8/4/2025World Investment Advisors238,289$6.98M0.2%-1.6%1.446%
8/1/2025Wincap Financial LLC60,257$1.76M1.4%-6.3%0.366%
8/1/2025Envestnet Asset Management Inc.107,427$3.14M0.0%-47.7%0.652%
7/28/2025Arlington Financial Advisors LLC1,509,372$44.18M7.2%+90.6%9.162%
7/23/2025AMI Investment Management Inc.547,610$16.03M4.1%+7.5%3.324%
7/23/2025Venturi Wealth Management LLC784,717$22.97M1.1%-19.0%4.763%
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%
7/17/2025Archford Capital Strategies LLC256,882$7.52M1.0%+23.7%1.562%
7/17/2025Worth Financial Advisory Group LLC9,982$292K0.2%+12.2%0.061%
7/17/2025KWB Wealth53,884$1.58M0.2%+37.8%0.328%
7/16/2025Diversified Enterprises LLC2,361,492$69.12M5.2%+9.8%14.356%
7/16/2025Embree Financial Group112,561$3.30M0.5%+33.0%0.684%
7/15/2025FMA Wealth Management LLC179,906$5.27M3.9%+4.3%1.094%
7/15/2025Accurate Wealth Management LLC25,706$760K0.1%+1.7%0.156%
7/15/2025GSB Wealth Management LLC371,137$10.86M2.6%+14.3%2.256%
7/11/2025Annex 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%
7/10/2025Financial 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%
5/7/2025Financial 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%
5/1/2025Riversedge 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%
4/23/2025Archford Capital Strategies LLC207,722$5.51M0.8%N/A1.338%
4/23/2025Embree Financial Group84,619$2.25M0.4%+211.2%0.545%
4/22/2025Consolidated Planning Corp25,474$676K0.1%+25.4%0.164%
4/22/2025FMA 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%
4/22/2025Worth Financial Advisory Group LLC8,900$236K0.1%N/A0.057%
4/18/2025GSB Wealth Management LLC324,778$8.62M2.3%+263.6%2.091%
4/18/2025San Luis Wealth Advisors LLC202,912$5.38M1.2%+25.5%1.307%
4/15/2025Accurate Wealth Management LLC25,265$651K0.1%N/A0.163%
4/11/2025AMI Investment Management Inc.509,360$13.52M4.4%+13.3%3.435%
4/11/2025Annex Advisory Services LLC2,084,963$55.32M1.6%+2,969.0%14.059%
4/10/2025KWB 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%
4/4/2025Moody 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%
2/3/2025FMA Wealth Management LLC175,598$4.54M3.4%+1.0%3.793%
2/3/2025Financial 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%
(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, 63 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), Arlington Financial Advisors LLC ($44.18M), Amplius Wealth Advisors LLC ($27.50M), Venturi Wealth Management LLC ($22.97M), AMI Investment Management Inc. ($16.03M), and Paces Ferry Wealth Advisors LLC ($15.57M).Learn more on Harbor International Compounders ETF's institutional investors.

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

Of the 62 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 ($2.25M), Corient Private Wealth LLC ($1.41M), Amplius Wealth Advisors LLC ($971.59K), Riversedge Advisors LLC ($630.67K), Venturi Wealth Management LLC ($561.16K), and AMI Investment Management Inc. ($547.61K).

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

Institutional investors have bought a total of 9,955,709 shares in the last 24 months. This purchase volume represents approximately $274.18M in transactions.

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

Of the 19 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), Venturi Wealth Management LLC ($201.08K), Jane Street Group LLC ($123.45K), Envestnet Asset Management Inc. ($97.89K), and LPL Financial LLC ($58.12K).

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

Institutional investors have sold a total of 2,289,992 shares in the last 24 months. This volume of shares sold represents approximately $60.94M in transactions.



This page (NYSEARCA:OSEA) was last updated on 10/9/2025 by MarketBeat.com Staff
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