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Harbor International Compounders ETF (OSEA) Institutional Ownership

$30.32 +0.15 (+0.50%)
As of 02:52 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$131.95M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$63.10M
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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
8/27/2026 Corient Private Wealth LP610,542$18.65M0.0%+83.9%3.845%
8/23/2026 SFG Wealth Management LLC.13,982$427K0.2%-13.4%0.088%
7/10/2026 Annex Advisory Services LLC19,067$582K0.0%-65.7%0.119%
7/10/2026 KWB Wealth137,212$4.19M0.4%+34.8%0.858%
5/22/2026 Segall Bryant & Hamill LLC46,091$1.39M0.0%N/A0.283%
5/19/2026 Bank of America Corp DE363,359$10.52M0.0%+10.3%2.229%
5/16/2026 Quantinno Capital Management LP7,230$209K0.0%N/A0.044%
5/14/2026 Ascension Capital Advisors Inc.54,151$1.57M0.5%+8.3%0.332%
5/8/2026 PNC Financial Services Group Inc.856,740$24.80M0.0%+2.6%5.256%
5/8/2026 Summit Asset Management LLC57,127$1.65M0.2%+1.3%0.350%
5/7/2026 Paces Ferry Wealth Advisors LLC580,868$16.82M7.0%+6.8%3.564%
5/5/2026 Bank of New York Mellon Corp13,616$394K0.0%+14.2%0.084%
5/5/2026 Sanctuary Advisors LLC15,187$440K0.0%+12.5%0.093%
4/27/2026 Private Advisor Group LLC24,127$698K0.0%+3.9%0.149%
4/22/2026 Venturi Wealth Management LLC770,867$22.32M1.0%-0.9%4.773%
4/21/2026 Grey Ledge Advisors LLC385,807$11.16M2.5%-7.6%2.389%
4/17/2026 CPC Advisors LLC103,656$3.00M0.5%+6.2%0.642%
3/17/2026 Rockefeller Capital Management L.P.92,667$2.80M0.0%+74.5%0.567%
3/13/2026 World Investment Advisors10,321$312K0.0%-95.9%0.063%
3/9/2026 Corient Private Wealth LLC179,042$5.42M0.0%+65.3%1.095%
2/19/2026 Corient Private Wealth LLC179,042$5.42M0.0%+65.3%1.095%
2/18/2026 one8zero8 LLC11,500$348K0.1%N/A0.070%
2/17/2026 Osaic Holdings Inc.34,603$1.05M0.0%-41.3%0.212%
2/17/2026 Captrust Financial Advisors97,241$2.94M0.0%+20.4%0.595%
2/16/2026 Focus Partners Wealth175,498$5.31M0.0%N/A1.073%
2/13/2026 Wells Fargo & Company MN52,944$1.60M0.0%-13.1%0.324%
2/12/2026 Fiduciary Group LLC143,640$4.35M0.4%+9.5%0.879%
2/12/2026 Jane Street Group LLC16,045$485K0.0%N/A0.098%
2/12/2026 Steward Partners Investment Advisory LLC2,846$86K0.0%-11.6%0.017%
2/11/2026 Paces Ferry Wealth Advisors LLC543,808$16.45M6.7%+2.0%3.326%
2/11/2026 Eldridge Investment Advisors Inc.12,710$384K0.1%-15.6%0.078%
2/11/2026 LPL Financial LLC250,249$7.57M0.0%-28.1%1.531%
2/11/2026 JPMorgan Chase & Co.192,951$5.84M0.0%+17.2%1.180%
2/11/2026 Sittner & Nelson LLC3,162$97K0.0%+90.6%0.019%
2/10/2026 Ascension Capital Advisors Inc.50,002$1.51M0.5%+26.2%0.306%
2/9/2026 Summit Asset Management LLC56,397$1.71M0.2%+12.7%0.345%
2/6/2026 Global Retirement Partners LLC17,240$522K0.0%+30.2%0.105%
2/6/2026 PNC Financial Services Group Inc.835,223$25.27M0.0%+31.5%5.108%
2/6/2026 HighTower Advisors LLC23,564$713K0.0%+8.2%0.144%
2/5/2026 Proactive Wealth Strategies LLC96,792$2.93M1.2%+17.0%0.592%
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2/5/2026 Grey Ledge Advisors LLC417,554$12.63M2.9%-22.5%2.554%
2/4/2026 World Investment Advisors10,321$312K0.0%-95.9%0.063%
2/3/2026 Nordwand Advisors LLC318,209$9.63M1.7%+18.5%1.946%
2/2/2026 Truist Financial Corp58,651$1.77M0.0%+2.6%0.359%
1/30/2026 Strategic Blueprint LLC16,280$492K0.0%+11.6%0.100%
1/29/2026 Sanctuary Advisors LLC13,499$408K0.0%+8.1%0.083%
1/28/2026 Geneos Wealth Management Inc.982$30K0.0%N/A0.006%
1/28/2026 Diversified Enterprises LLC2,653,732$80.28M4.8%+4.7%16.231%
1/28/2026 CPC Advisors LLC97,606$2.95M0.3%+68.2%0.597%
1/26/2026 Annex Advisory Services LLC2,917,083$88.24M1.7%+8.4%17.841%
1/22/2026 Venturi Wealth Management LLC777,579$23.52M1.0%+2.0%4.756%
1/16/2026 Worth Financial Advisory Group LLC8,273$250K0.1%-5.4%0.051%
1/15/2026 Archford Capital Strategies LLC243,109$7.35M0.9%-23.9%1.487%
1/14/2026 Embree Financial Group82,464$2.50M0.3%-26.2%0.504%
1/14/2026 AMI Investment Management Inc.428,101$12.95M2.9%+0.7%2.618%
1/14/2026 Wincap Financial LLC67,928$2.06M1.4%+1.8%0.366%
1/14/2026 Accurate Wealth Management LLC20,395$630K0.1%-15.9%0.110%
1/13/2026 FMA Wealth Management LLC172,326$5.21M3.4%-1.9%0.927%
1/12/2026 Moody National Bank Trust Division49,941$1.51M0.1%-51.0%0.269%
1/12/2026 Arlington Financial Advisors LLC1,614,578$48.84M7.0%+2.4%8.690%
1/12/2026 KWB Wealth102,800$3.11M0.3%+43.2%0.553%
1/8/2026 Financial Management Network Inc.12,666$384K0.1%-41.2%0.068%
1/1/2026 JPMorgan Chase & Co.164,580$4.87M0.0%+71.1%0.931%
11/19/2025 Captrust Financial Advisors80,790$2.39M0.0%+88.4%0.457%
11/17/2025 FMA Wealth Management LLC175,729$5.20M3.6%-2.3%0.995%
11/17/2025 Mariner LLC32,571$963K0.0%+1.9%0.184%
11/17/2025 Citadel Advisors LLC78,826$2.33M0.0%N/A0.446%
11/17/2025 Bank of America Corp DE284,027$8.40M0.0%N/A1.607%
11/14/2025 Raymond James Financial Inc.531,149$15.71M0.0%+433.0%3.006%
11/14/2025 Paces Ferry Wealth Advisors LLC533,199$15.77M6.6%+0.2%3.018%
11/13/2025 SFG Wealth Management LLC.16,260$481K0.2%N/A0.092%
11/13/2025 Private Advisor Group LLC22,397$662K0.0%+4.6%0.127%
11/12/2025 Fiduciary Group LLC131,164$3.88M0.3%+10.0%0.742%
11/10/2025 Vestmark Advisory Solutions Inc.224,323$6.63M0.1%+79.4%1.270%
11/7/2025 Studio Investment Management LLC14,589$431K0.1%-2.4%0.083%
11/7/2025 JPMorgan Chase & Co.164,580$4.87M0.0%+71.1%0.931%
11/7/2025 PNC Financial Services Group Inc.635,067$18.78M0.0%N/A3.594%
11/6/2025 Summit Asset Management LLC50,054$1.48M0.2%+13.4%0.283%
11/6/2025 Proactive Wealth Strategies LLC82,699$2.45M1.1%+7.9%0.468%
11/5/2025 Envestnet Asset Management Inc.75,276$2.23M0.0%-29.9%0.426%
11/4/2025 Thrivent Financial for Lutherans9,362$277K0.0%N/A0.053%
11/3/2025 Truist Financial Corp57,166$1.69M0.0%-6.4%0.324%
10/29/2025 Nordwand Advisors LLC268,444$7.94M1.3%+80.5%1.525%
10/29/2025 Financial Management Network Inc.21,529$659K0.1%-18.5%0.122%
10/27/2025 CPC Advisors LLC58,020$1.72M0.2%+12.6%0.330%
10/23/2025 Venturi Wealth Management LLC761,962$22.53M1.0%-2.9%4.329%
10/23/2025 Strategic Blueprint LLC14,586$431K0.0%+28.9%0.083%
10/22/2025 Worth Financial Advisory Group LLC8,747$259K0.1%-12.4%0.050%
10/21/2025 Global Retirement Partners LLC13,240$392K0.0%+207.8%0.075%
10/21/2025 Grey Ledge Advisors LLC538,968$15.94M3.6%+45.2%3.062%
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10/21/2025 Amplius Wealth Advisors LLC9,280$274K0.0%-99.0%0.053%
10/20/2025 Accurate Wealth Management LLC24,239$728K0.1%-5.7%0.138%
10/17/2025 Annex Advisory Services LLC2,691,109$79.58M1.7%+11.3%15.378%
10/17/2025 Archford Capital Strategies LLC319,310$9.44M1.1%+24.3%1.825%
10/16/2025 AMI Investment Management Inc.425,294$12.58M2.9%-22.3%2.430%
10/15/2025 World Investment Advisors251,547$7.44M0.2%+5.6%1.437%
10/10/2025 Diversified Enterprises LLC2,533,462$74.91M5.0%+7.3%14.543%
10/10/2025 Arlington Financial Advisors LLC1,575,987$46.60M6.9%+4.4%9.047%
10/9/2025 Embree Financial Group111,705$3.30M0.4%-0.8%0.641%
10/8/2025 KWB Wealth71,793$2.10M0.2%+33.2%0.412%


OSEA Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of Harbor International Compounders ETF. The most heavily invested institutionals were Diversified Enterprises LLC ($80.28M), Arlington Financial Advisors LLC ($48.84M), PNC Financial Services Group Inc. ($24.80M), Venturi Wealth Management LLC ($22.32M), Corient Private Wealth LP ($18.65M), Paces Ferry Wealth Advisors LLC ($16.82M), and Raymond James Financial Inc. ($15.71M).Learn more on Harbor International Compounders ETF's institutional investors.

Of the 77 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 ($2.92M), Corient Private Wealth LLC ($1.56M), Arlington Financial Advisors LLC ($896.27K), PNC Financial Services Group Inc. ($856.74K), Raymond James Financial Inc. ($651.65K), Paces Ferry Wealth Advisors LLC ($580.87K), and Diversified Enterprises LLC ($502.57K).

Institutional investors have bought a total of 4,427,898 shares in the last 24 months. This purchase volume represents approximately $131.95M in transactions.

Of the 22 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: Amplius Wealth Advisors LLC ($930.24K), World Investment Advisors ($482.45K), Grey Ledge Advisors LLC ($153.16K), AMI Investment Management Inc. ($122.32K), LPL Financial LLC ($98.03K), Archford Capital Strategies LLC ($76.20K), and Moody National Bank Trust Division ($52.07K).

Institutional investors have sold a total of 2,112,616 shares in the last 24 months. This volume of shares sold represents approximately $63.10M in transactions.



Institutional ownership data for NYSEARCA:OSEA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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