| 7/10/2026 | Annex Advisory Services LLC | 19,067 | $582K | 0.0% | -65.7% | 0.119% | |
| 7/10/2026 | KWB Wealth | 137,212 | $4.19M | 0.4% | +34.8% | 0.858% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 46,091 | $1.39M | 0.0% | N/A | 0.283% | |
| 5/19/2026 | Bank of America Corp DE | 363,359 | $10.52M | 0.0% | +10.3% | 2.229% | |
| 5/16/2026 | Quantinno Capital Management LP | 7,230 | $209K | 0.0% | N/A | 0.044% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 54,151 | $1.57M | 0.5% | +8.3% | 0.332% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 856,740 | $24.80M | 0.0% | +2.6% | 5.256% | |
| 5/8/2026 | Summit Asset Management LLC | 57,127 | $1.65M | 0.2% | +1.3% | 0.350% | |
| 5/7/2026 | Paces Ferry Wealth Advisors LLC | 580,868 | $16.82M | 7.0% | +6.8% | 3.564% | |
| 5/5/2026 | Bank of New York Mellon Corp | 13,616 | $394K | 0.0% | +14.2% | 0.084% | |
Get the Latest News and Ratings for OSEA and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Harbor International Compounders ETF and its competitors with MarketBeat's FREE daily newsletter.
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| 5/5/2026 | Sanctuary Advisors LLC | 15,187 | $440K | 0.0% | +12.5% | 0.093% | |
| 4/27/2026 | Private Advisor Group LLC | 24,127 | $698K | 0.0% | +3.9% | 0.149% | |
| 4/22/2026 | Venturi Wealth Management LLC | 770,867 | $22.32M | 1.0% | -0.9% | 4.773% | |
| 4/21/2026 | Grey Ledge Advisors LLC | 385,807 | $11.16M | 2.5% | -7.6% | 2.389% | |
| 4/17/2026 | CPC Advisors LLC | 103,656 | $3.00M | 0.5% | +6.2% | 0.642% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 92,667 | $2.80M | 0.0% | +74.5% | 0.567% | |
| 3/13/2026 | World Investment Advisors | 10,321 | $312K | 0.0% | -95.9% | 0.063% | |
| 3/9/2026 | Corient Private Wealth LLC | 179,042 | $5.42M | 0.0% | +65.3% | 1.095% | |
| 2/19/2026 | Corient Private Wealth LLC | 179,042 | $5.42M | 0.0% | +65.3% | 1.095% | |
| 2/18/2026 | one8zero8 LLC | 11,500 | $348K | 0.1% | N/A | 0.070% | |
| 2/17/2026 | Osaic Holdings Inc. | 34,603 | $1.05M | 0.0% | -41.3% | 0.212% | |
| 2/17/2026 | Captrust Financial Advisors | 97,241 | $2.94M | 0.0% | +20.4% | 0.595% | |
| 2/16/2026 | Focus Partners Wealth | 175,498 | $5.31M | 0.0% | N/A | 1.073% | |
| 2/13/2026 | Wells Fargo & Company MN | 52,944 | $1.60M | 0.0% | -13.1% | 0.324% | |
| 2/12/2026 | Fiduciary Group LLC | 143,640 | $4.35M | 0.4% | +9.5% | 0.879% | |
| 2/12/2026 | Jane Street Group LLC | 16,045 | $485K | 0.0% | N/A | 0.098% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 2,846 | $86K | 0.0% | -11.6% | 0.017% | |
| 2/11/2026 | Paces Ferry Wealth Advisors LLC | 543,808 | $16.45M | 6.7% | +2.0% | 3.326% | |
| 2/11/2026 | Eldridge Investment Advisors Inc. | 12,710 | $384K | 0.1% | -15.6% | 0.078% | |
| 2/11/2026 | LPL Financial LLC | 250,249 | $7.57M | 0.0% | -28.1% | 1.531% | |
| 2/11/2026 | JPMorgan Chase & Co. | 192,951 | $5.84M | 0.0% | +17.2% | 1.180% | |
| 2/11/2026 | Sittner & Nelson LLC | 3,162 | $97K | 0.0% | +90.6% | 0.019% | |
| 2/10/2026 | Ascension Capital Advisors Inc. | 50,002 | $1.51M | 0.5% | +26.2% | 0.306% | |
| 2/9/2026 | Summit Asset Management LLC | 56,397 | $1.71M | 0.2% | +12.7% | 0.345% | |
| 2/6/2026 | Global Retirement Partners LLC | 17,240 | $522K | 0.0% | +30.2% | 0.105% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 835,223 | $25.27M | 0.0% | +31.5% | 5.108% | |
| 2/6/2026 | HighTower Advisors LLC | 23,564 | $713K | 0.0% | +8.2% | 0.144% | |
| 2/5/2026 | Proactive Wealth Strategies LLC | 96,792 | $2.93M | 1.2% | +17.0% | 0.592% | |
| 2/5/2026 | Grey Ledge Advisors LLC | 417,554 | $12.63M | 2.9% | -22.5% | 2.554% | |
| 2/4/2026 | World Investment Advisors | 10,321 | $312K | 0.0% | -95.9% | 0.063% | |
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| 2/3/2026 | Nordwand Advisors LLC | 318,209 | $9.63M | 1.7% | +18.5% | 1.946% | |
| 2/2/2026 | Truist Financial Corp | 58,651 | $1.77M | 0.0% | +2.6% | 0.359% | |
| 1/30/2026 | Strategic Blueprint LLC | 16,280 | $492K | 0.0% | +11.6% | 0.100% | |
| 1/29/2026 | Sanctuary Advisors LLC | 13,499 | $408K | 0.0% | +8.1% | 0.083% | |
| 1/28/2026 | Geneos Wealth Management Inc. | 982 | $30K | 0.0% | N/A | 0.006% | |
| 1/28/2026 | Diversified Enterprises LLC | 2,653,732 | $80.28M | 4.8% | +4.7% | 16.231% | |
| 1/28/2026 | CPC Advisors LLC | 97,606 | $2.95M | 0.3% | +68.2% | 0.597% | |
| 1/26/2026 | Annex Advisory Services LLC | 2,917,083 | $88.24M | 1.7% | +8.4% | 17.841% | |
| 1/22/2026 | Venturi Wealth Management LLC | 777,579 | $23.52M | 1.0% | +2.0% | 4.756% | |
| 1/16/2026 | Worth Financial Advisory Group LLC | 8,273 | $250K | 0.1% | -5.4% | 0.051% | |
| 1/15/2026 | Archford Capital Strategies LLC | 243,109 | $7.35M | 0.9% | -23.9% | 1.487% | |
| 1/14/2026 | Embree Financial Group | 82,464 | $2.50M | 0.3% | -26.2% | 0.504% | |
| 1/14/2026 | AMI Investment Management Inc. | 428,101 | $12.95M | 2.9% | +0.7% | 2.618% | |
| 1/14/2026 | Wincap Financial LLC | 67,928 | $2.06M | 1.4% | +1.8% | 0.366% | |
| 1/14/2026 | Accurate Wealth Management LLC | 20,395 | $630K | 0.1% | -15.9% | 0.110% | |
| 1/13/2026 | FMA Wealth Management LLC | 172,326 | $5.21M | 3.4% | -1.9% | 0.927% | |
| 1/12/2026 | Moody National Bank Trust Division | 49,941 | $1.51M | 0.1% | -51.0% | 0.269% | |
| 1/12/2026 | Arlington Financial Advisors LLC | 1,614,578 | $48.84M | 7.0% | +2.4% | 8.690% | |
| 1/12/2026 | KWB Wealth | 102,800 | $3.11M | 0.3% | +43.2% | 0.553% | |
| 1/8/2026 | Financial Management Network Inc. | 12,666 | $384K | 0.1% | -41.2% | 0.068% | |
| 1/1/2026 | JPMorgan Chase & Co. | 164,580 | $4.87M | 0.0% | +71.1% | 0.931% | |
| 11/19/2025 | Captrust Financial Advisors | 80,790 | $2.39M | 0.0% | +88.4% | 0.457% | |
| 11/17/2025 | FMA Wealth Management LLC | 175,729 | $5.20M | 3.6% | -2.3% | 0.995% | |
| 11/17/2025 | Mariner LLC | 32,571 | $963K | 0.0% | +1.9% | 0.184% | |
| 11/17/2025 | Citadel Advisors LLC | 78,826 | $2.33M | 0.0% | N/A | 0.446% | |
| 11/17/2025 | Bank of America Corp DE | 284,027 | $8.40M | 0.0% | N/A | 1.607% | |
| 11/14/2025 | Raymond James Financial Inc. | 531,149 | $15.71M | 0.0% | +433.0% | 3.006% | |
| 11/14/2025 | Paces Ferry Wealth Advisors LLC | 533,199 | $15.77M | 6.6% | +0.2% | 3.018% | |
| 11/13/2025 | SFG Wealth Management LLC. | 16,260 | $481K | 0.2% | N/A | 0.092% | |
| 11/13/2025 | Private Advisor Group LLC | 22,397 | $662K | 0.0% | +4.6% | 0.127% | |
| 11/12/2025 | Fiduciary Group LLC | 131,164 | $3.88M | 0.3% | +10.0% | 0.742% | |
| 11/10/2025 | Vestmark Advisory Solutions Inc. | 224,323 | $6.63M | 0.1% | +79.4% | 1.270% | |
| 11/7/2025 | Studio Investment Management LLC | 14,589 | $431K | 0.1% | -2.4% | 0.083% | |
| 11/7/2025 | JPMorgan Chase & Co. | 164,580 | $4.87M | 0.0% | +71.1% | 0.931% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 635,067 | $18.78M | 0.0% | N/A | 3.594% | |
| 11/6/2025 | Summit Asset Management LLC | 50,054 | $1.48M | 0.2% | +13.4% | 0.283% | |
| 11/6/2025 | Proactive Wealth Strategies LLC | 82,699 | $2.45M | 1.1% | +7.9% | 0.468% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 75,276 | $2.23M | 0.0% | -29.9% | 0.426% | |
| 11/4/2025 | Thrivent Financial for Lutherans | 9,362 | $277K | 0.0% | N/A | 0.053% | |
| 11/3/2025 | Truist Financial Corp | 57,166 | $1.69M | 0.0% | -6.4% | 0.324% | |
| 10/29/2025 | Nordwand Advisors LLC | 268,444 | $7.94M | 1.3% | +80.5% | 1.525% | |
| 10/29/2025 | Financial Management Network Inc. | 21,529 | $659K | 0.1% | -18.5% | 0.122% | |
| 10/27/2025 | CPC Advisors LLC | 58,020 | $1.72M | 0.2% | +12.6% | 0.330% | |
| 10/23/2025 | Venturi Wealth Management LLC | 761,962 | $22.53M | 1.0% | -2.9% | 4.329% | |
| 10/23/2025 | Strategic Blueprint LLC | 14,586 | $431K | 0.0% | +28.9% | 0.083% | |
| 10/22/2025 | Worth Financial Advisory Group LLC | 8,747 | $259K | 0.1% | -12.4% | 0.050% | |
| 10/21/2025 | Global Retirement Partners LLC | 13,240 | $392K | 0.0% | +207.8% | 0.075% | |
| 10/21/2025 | Grey Ledge Advisors LLC | 538,968 | $15.94M | 3.6% | +45.2% | 3.062% | |
| 10/21/2025 | Amplius Wealth Advisors LLC | 9,280 | $274K | 0.0% | -99.0% | 0.053% | |
| 10/20/2025 | Accurate Wealth Management LLC | 24,239 | $728K | 0.1% | -5.7% | 0.138% | |
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He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year. Watch the video now to get the ticker name and full trade details |
| 10/17/2025 | Annex Advisory Services LLC | 2,691,109 | $79.58M | 1.7% | +11.3% | 15.378% | |
| 10/17/2025 | Archford Capital Strategies LLC | 319,310 | $9.44M | 1.1% | +24.3% | 1.825% | |
| 10/16/2025 | AMI Investment Management Inc. | 425,294 | $12.58M | 2.9% | -22.3% | 2.430% | |
| 10/15/2025 | World Investment Advisors | 251,547 | $7.44M | 0.2% | +5.6% | 1.437% | |
| 10/10/2025 | Diversified Enterprises LLC | 2,533,462 | $74.91M | 5.0% | +7.3% | 14.543% | |
| 10/10/2025 | Arlington Financial Advisors LLC | 1,575,987 | $46.60M | 6.9% | +4.4% | 9.047% | |
| 10/9/2025 | Embree Financial Group | 111,705 | $3.30M | 0.4% | -0.8% | 0.641% | |
| 10/8/2025 | KWB Wealth | 71,793 | $2.10M | 0.2% | +33.2% | 0.412% | |
| 9/26/2025 | Corient Private Wealth LLC | 55,690 | $1.63M | 0.0% | +605.5% | 0.333% | |
| 9/4/2025 | Osaic Holdings Inc. | 58,503 | $1.71M | 0.0% | +39.2% | 0.350% | |