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Harbor International Compounders ETF (OSEA) Institutional Ownership

$30.31 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

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)
$218.08M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$72.20M
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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
5/22/2026Segall Bryant & Hamill LLC46,091$1.39M0.0%N/A0.283%
5/19/2026Bank of America Corp DE363,359$10.52M0.0%+10.3%2.229%
5/16/2026Quantinno Capital Management LP7,230$209K0.0%N/A0.044%
5/14/2026Ascension Capital Advisors Inc.54,151$1.57M0.5%+8.3%0.332%
5/8/2026PNC Financial Services Group Inc.856,740$24.80M0.0%+2.6%5.256%
5/8/2026Summit Asset Management LLC57,127$1.65M0.2%+1.3%0.350%
5/7/2026Paces Ferry Wealth Advisors LLC580,868$16.82M7.0%+6.8%3.564%
5/5/2026Bank of New York Mellon Corp13,616$394K0.0%+14.2%0.084%
5/5/2026Sanctuary Advisors LLC15,187$440K0.0%+12.5%0.093%
4/27/2026Private Advisor Group LLC24,127$698K0.0%+3.9%0.149%
4/22/2026Venturi Wealth Management LLC770,867$22.32M1.0%-0.9%4.773%
4/21/2026Grey Ledge Advisors LLC385,807$11.16M2.5%-7.6%2.389%
4/17/2026CPC Advisors LLC103,656$3.00M0.5%+6.2%0.642%
3/17/2026Rockefeller Capital Management L.P.92,667$2.80M0.0%+74.5%0.567%
3/13/2026World Investment Advisors10,321$312K0.0%-95.9%0.063%
3/9/2026Corient Private Wealth LLC179,042$5.42M0.0%+65.3%1.095%
2/19/2026Corient Private Wealth LLC179,042$5.42M0.0%+65.3%1.095%
2/18/2026one8zero8 LLC11,500$348K0.1%N/A0.070%
2/17/2026Osaic Holdings Inc.34,603$1.05M0.0%-41.3%0.212%
2/17/2026Captrust Financial Advisors97,241$2.94M0.0%+20.4%0.595%
2/16/2026Focus Partners Wealth175,498$5.31M0.0%N/A1.073%
2/13/2026Wells Fargo & Company MN52,944$1.60M0.0%-13.1%0.324%
2/12/2026Fiduciary Group LLC143,640$4.35M0.4%+9.5%0.879%
2/12/2026Jane Street Group LLC16,045$485K0.0%N/A0.098%
2/12/2026Steward Partners Investment Advisory LLC2,846$86K0.0%-11.6%0.017%
2/11/2026Paces Ferry Wealth Advisors LLC543,808$16.45M6.7%+2.0%3.326%
2/11/2026Eldridge Investment Advisors Inc.12,710$384K0.1%-15.6%0.078%
2/11/2026LPL Financial LLC250,249$7.57M0.0%-28.1%1.531%
2/11/2026JPMorgan Chase & Co.192,951$5.84M0.0%+17.2%1.180%
2/11/2026Sittner & Nelson LLC3,162$97K0.0%+90.6%0.019%
2/10/2026Ascension Capital Advisors Inc.50,002$1.51M0.5%+26.2%0.306%
2/9/2026Summit Asset Management LLC56,397$1.71M0.2%+12.7%0.345%
2/6/2026Global Retirement Partners LLC17,240$522K0.0%+30.2%0.105%
2/6/2026PNC Financial Services Group Inc.835,223$25.27M0.0%+31.5%5.108%
2/6/2026HighTower Advisors LLC23,564$713K0.0%+8.2%0.144%
2/5/2026Proactive Wealth Strategies LLC96,792$2.93M1.2%+17.0%0.592%
2/5/2026Grey Ledge Advisors LLC417,554$12.63M2.9%-22.5%2.554%
2/4/2026World Investment Advisors10,321$312K0.0%-95.9%0.063%
2/3/2026Nordwand Advisors LLC318,209$9.63M1.7%+18.5%1.946%
2/2/2026Truist Financial Corp58,651$1.77M0.0%+2.6%0.359%
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1/30/2026Strategic Blueprint LLC16,280$492K0.0%+11.6%0.100%
1/29/2026Sanctuary Advisors LLC13,499$408K0.0%+8.1%0.083%
1/28/2026Geneos Wealth Management Inc.982$30K0.0%N/A0.006%
1/28/2026Diversified Enterprises LLC2,653,732$80.28M4.8%+4.7%16.231%
1/28/2026CPC Advisors LLC97,606$2.95M0.3%+68.2%0.597%
1/26/2026Annex Advisory Services LLC2,917,083$88.24M1.7%+8.4%17.841%
1/22/2026Venturi Wealth Management LLC777,579$23.52M1.0%+2.0%4.756%
1/16/2026Worth Financial Advisory Group LLC8,273$250K0.1%-5.4%0.051%
1/15/2026Archford Capital Strategies LLC243,109$7.35M0.9%-23.9%1.487%
1/14/2026Embree Financial Group82,464$2.50M0.3%-26.2%0.504%
1/14/2026AMI Investment Management Inc.428,101$12.95M2.9%+0.7%2.618%
1/14/2026Wincap Financial LLC67,928$2.06M1.4%+1.8%0.366%
1/14/2026Accurate Wealth Management LLC20,395$630K0.1%-15.9%0.110%
1/13/2026FMA Wealth Management LLC172,326$5.21M3.4%-1.9%0.927%
1/12/2026Moody National Bank Trust Division49,941$1.51M0.1%-51.0%0.269%
1/12/2026Arlington Financial Advisors LLC1,614,578$48.84M7.0%+2.4%8.690%
1/12/2026KWB Wealth102,800$3.11M0.3%+43.2%0.553%
1/8/2026Financial Management Network Inc.12,666$384K0.1%-41.2%0.068%
1/1/2026JPMorgan Chase & Co.164,580$4.87M0.0%+71.1%0.931%
11/19/2025Captrust Financial Advisors80,790$2.39M0.0%+88.4%0.457%
11/17/2025FMA Wealth Management LLC175,729$5.20M3.6%-2.3%0.995%
11/17/2025Mariner LLC32,571$963K0.0%+1.9%0.184%
11/17/2025Citadel Advisors LLC78,826$2.33M0.0%N/A0.446%
11/17/2025Bank of America Corp DE284,027$8.40M0.0%N/A1.607%
11/14/2025Raymond James Financial Inc.531,149$15.71M0.0%+433.0%3.006%
11/14/2025Paces Ferry Wealth Advisors LLC533,199$15.77M6.6%+0.2%3.018%
11/13/2025SFG Wealth Management LLC.16,260$481K0.2%N/A0.092%
11/13/2025Private Advisor Group LLC22,397$662K0.0%+4.6%0.127%
11/12/2025Fiduciary Group LLC131,164$3.88M0.3%+10.0%0.742%
11/10/2025Vestmark Advisory Solutions Inc.224,323$6.63M0.1%+79.4%1.270%
11/7/2025Studio Investment Management LLC14,589$431K0.1%-2.4%0.083%
11/7/2025JPMorgan Chase & Co.164,580$4.87M0.0%+71.1%0.931%
11/7/2025PNC Financial Services Group Inc.635,067$18.78M0.0%N/A3.594%
11/6/2025Summit Asset Management LLC50,054$1.48M0.2%+13.4%0.283%
11/6/2025Proactive Wealth Strategies LLC82,699$2.45M1.1%+7.9%0.468%
11/5/2025Envestnet Asset Management Inc.75,276$2.23M0.0%-29.9%0.426%
11/4/2025Thrivent Financial for Lutherans9,362$277K0.0%N/A0.053%
11/3/2025Truist Financial Corp57,166$1.69M0.0%-6.4%0.324%
10/29/2025Nordwand Advisors LLC268,444$7.94M1.3%+80.5%1.525%
10/29/2025Financial Management Network Inc.21,529$659K0.1%-18.5%0.122%
10/27/2025CPC Advisors LLC58,020$1.72M0.2%+12.6%0.330%
10/23/2025Venturi Wealth Management LLC761,962$22.53M1.0%-2.9%4.329%
10/23/2025Strategic Blueprint LLC14,586$431K0.0%+28.9%0.083%
10/22/2025Worth Financial Advisory Group LLC8,747$259K0.1%-12.4%0.050%
10/21/2025Global Retirement Partners LLC13,240$392K0.0%+207.8%0.075%
10/21/2025Grey Ledge Advisors LLC538,968$15.94M3.6%+45.2%3.062%
10/21/2025Amplius Wealth Advisors LLC9,280$274K0.0%-99.0%0.053%
10/20/2025Accurate Wealth Management LLC24,239$728K0.1%-5.7%0.138%
10/17/2025Annex Advisory Services LLC2,691,109$79.58M1.7%+11.3%15.378%
10/17/2025Archford Capital Strategies LLC319,310$9.44M1.1%+24.3%1.825%
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10/16/2025AMI Investment Management Inc.425,294$12.58M2.9%-22.3%2.430%
10/15/2025World Investment Advisors251,547$7.44M0.2%+5.6%1.437%
10/10/2025Diversified Enterprises LLC2,533,462$74.91M5.0%+7.3%14.543%
10/10/2025Arlington Financial Advisors LLC1,575,987$46.60M6.9%+4.4%9.047%
10/9/2025Embree Financial Group111,705$3.30M0.4%-0.8%0.641%
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%


OSEA Institutional Ownership - Frequently Asked Questions

During the previous two years, 81 institutional investors and hedge funds held shares of Harbor International Compounders ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($88.24M), Diversified Enterprises LLC ($80.28M), Arlington Financial Advisors LLC ($48.84M), PNC Financial Services Group Inc. ($24.80M), Venturi Wealth Management LLC ($22.32M), 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), Amplius Wealth Advisors LLC ($971.59K), Arlington Financial Advisors LLC ($897.77K), PNC Financial Services Group Inc. ($856.74K), Raymond James Financial Inc. ($651.65K), and Riversedge Advisors LLC ($630.67K).

Institutional investors have bought a total of 7,384,227 shares in the last 24 months. This purchase volume represents approximately $218.08M in transactions.

Of the 24 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 ($486.24K), Venturi Wealth Management LLC ($213.70K), Grey Ledge Advisors LLC ($153.16K), Envestnet Asset Management Inc. ($130.04K), AMI Investment Management Inc. ($122.32K), and LPL Financial LLC ($98.03K).

Institutional investors have sold a total of 2,425,103 shares in the last 24 months. This volume of shares sold represents approximately $72.20M in transactions.



This page (NYSEARCA:OSEA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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