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Harbor International Compounders ETF (OSEA) Institutional Ownership

$28.06 +0.64 (+2.33%)
As of 05/2/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$213.35M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$47.72M
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OSEA Institutional Buying and Selling by Quarter

Harbor International Compounders ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025 Riversedge Advisors LLC29,510$783K0.2%-95.3%0.190%
4/29/2025 Envestnet Asset Management Inc.205,317$5.45M0.0%+13.2%1.322%
4/29/2025 World Investment Advisors242,080$6.42M0.2%+11.6%1.559%
4/29/2025 Strategic Blueprint LLC10,987$292K0.0%+26.9%0.071%
4/28/2025 Fiduciary Group LLC111,949$2.97M0.3%+11.5%0.721%
4/23/2025 Creative Financial Designs Inc. ADV1,635$43K0.0%N/A0.011%
4/23/2025 Balance 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%
4/22/2025 Consolidated Planning Corp25,474$676K0.1%+25.4%0.164%
4/22/2025 FMA Wealth Management LLC172,528$4.64M3.6%-1.7%1.111%
4/22/2025 Cambridge 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%
4/11/2025 AMI 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%
4/10/2025 Amplius Wealth Advisors LLC930,282$24.69M2.6%+39.0%6.273%
4/9/2025 Arlington 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%
3/14/2025 Keystone 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%
2/13/2025 Envestnet Asset Management Inc.181,417$4.69M0.0%+14.4%3.918%
2/12/2025 World 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%
2/11/2025 Runnymede Capital Advisors Inc.4,092$106K0.1%N/A0.088%
2/11/2025 Fiduciary Group LLC100,439$2.60M0.3%+12.0%2.169%
2/10/2025 Envestnet 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%
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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%
2/3/2025Financial 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%
1/31/2025 Truist Financial Corp15,393$398K0.0%+35.1%0.332%
1/30/2025Manchester Capital Management LLC3,656$95K0.0%-90.0%0.079%
1/29/2025 Consolidated Planning Corp20,314$525K0.1%+138.9%0.439%
1/28/2025 Arlington Financial Advisors LLC718,311$18.57M3.7%-51.0%15.514%
1/27/2025 Financial Advocates Investment Management73,021$1.89M0.1%N/A1.577%
1/23/2025 Strategic 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%
1/16/2025 Amplius Wealth Advisors LLC669,171$17.30M1.8%-4.6%14.453%
1/16/2025 AMI 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%
11/25/2024 World 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%
11/14/2024Rockefeller Capital Management L.P.55,790$1.61M0.0%+2.0%1.205%
11/13/2024 Private 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%
10/31/2024 Consolidated Planning Corp8,503$246K0.0%N/A0.184%
10/31/2024Ascension Capital Advisors Inc.27,095$784K0.4%+79.8%0.585%
10/30/2024 Legacy CG LLC380,466$11.01M3.6%+2.4%8.217%
10/24/2024Arkadios Wealth Advisors7,717$223K0.0%N/A0.167%
10/23/2024Financial Management Network Inc.54,183$1.55M0.3%+5.5%1.170%
10/16/2024 Riversedge Advisors LLC630,672$18.25M4.1%+20.7%13.621%
10/16/2024 Amplius Wealth Advisors LLC701,249$20.29M2.2%+40.4%15.146%
10/15/2024 FMA Wealth Management LLC173,884$5.03M3.7%+20.6%3.756%
10/10/2024 CRA Financial Services LLC16,227$469K0.1%N/A0.350%
10/9/2024 San Luis Wealth Advisors LLC163,103$4.72M1.0%+10.4%3.523%
10/4/2024 AMI Investment Management Inc.412,318$11.93M4.0%+8.4%8.905%
8/8/2024 Fiduciary Group LLC63,285$1.75M0.2%+36.6%1.367%
7/31/2024Commonwealth Equity Services LLC23,116$639K0.0%+80.1%0.499%
7/27/2024 Riversedge Advisors LLC522,505$14.45M3.5%N/A11.285%
7/25/2024 AMI Investment Management Inc.380,222$10.52M3.7%N/A8.212%
7/23/2024 Amplius Wealth Advisors LLC499,557$13.82M1.5%N/A10.790%
7/22/2024 Legacy CG LLC371,491$10.28M3.5%+143.5%8.024%
7/19/2024 SFG Wealth Management LLC.54,721$1.51M0.9%N/A1.182%
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7/19/2024 FMA Wealth Management LLC144,209$3.99M3.2%+20.8%3.115%
7/17/2024 Arlington Financial Advisors LLC1,456,340$40.28M8.8%+0.1%31.454%
5/6/2024Manchester Capital Management LLC36,563$1M0.1%N/A0.988%
4/23/2024Venturi Wealth Management LLC248,460$6.80M0.4%+54.2%7.575%
4/22/2024 Legacy CG LLC152,593$4.17M1.5%N/A4.652%
4/18/2024 Arlington Financial Advisors LLC1,454,841$39.79M8.7%N/A44.355%
2/9/2024 FMA Wealth Management LLC95,510$2.50M2.3%N/A11.939%
2/5/2024 Fiduciary Group LLC37,756$988K0.1%N/A4.720%
1/23/2024Venturi Wealth Management LLC161,160$4.22M0.3%+34.3%20.145%
11/2/2023Venturi Wealth Management LLC120,001$2.75M0.2%+191.0%15.000%
(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, 54 institutional investors and hedge funds held shares of Harbor International Compounders ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($55.32M), Amplius Wealth Advisors LLC ($24.69M), Venturi Wealth Management LLC ($22.70M), Arlington Financial Advisors LLC ($21.02M), LPL Financial LLC ($15.51M), AMI Investment Management Inc. ($13.52M), and Legacy CG LLC ($11.01M).Learn more on OSEA's institutional investors.

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

Of the 53 institutional investors that purchased Harbor International Compounders ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($2.08M), Arlington Financial Advisors LLC ($1.53M), Amplius Wealth Advisors LLC ($962.36K), Riversedge Advisors LLC ($630.67K), Venturi Wealth Management LLC ($511.18K), AMI Investment Management Inc. ($509.36K), and OLD Mission Capital LLC ($418.36K).

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

Institutional investors have bought a total of 9,957,306 shares in the last 24 months. This purchase volume represents approximately $268.09M in transactions.

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

Of the 12 institutional investors that sold Harbor International Compounders ETF 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 ($74.10K), Manchester Capital Management LLC ($32.91K), Amplius Wealth Advisors LLC ($32.08K), and Financial Management Network Inc. ($18.23K).

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

Institutional investors have sold a total of 1,828,284 shares in the last 24 months. This volume of shares sold represents approximately $47.72M in transactions.


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This page (NYSEARCA:OSEA) was last updated on 5/3/2025 by MarketBeat.com Staff
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