DOSSIER · 13F Holders · Q2 2026
GDIV

HARBOR ETF TRUST

32 institutions still hold HARBOR ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41151J703·32 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$95M
visible holders
Holders
32
filers reporting
Concentration
22.74%
Sequoia Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported GDIV in Q2 2026. Sequoia Financial Advisors, LLC leads at 22.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sequoia Financial Advisors, LLC
CIK 0001599900
$22M1.2M0.11%Q2 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$19M1.0M0.02%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$16M871K0.00%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M437K0.00%Q2 2026
05
Equitable Holdings, Inc.
CIK 0001333986
$7M388K0.04%Q2 2026
06
Private Advisor Group, LLC
CIK 0001567755
$5M280K0.02%Q2 2026
07
Ballentine Partners, LLC
CIK 0001374889
$3M167K0.04%Q2 2026
08
TRANSCEND CAPITAL ADVISORS, LLC
CIK 0001776082
$3M149K0.19%Q2 2026
09
Cerity Partners LLC
CIK 0001566475
$2M124K0.00%Q2 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M109K0.00%Q2 2026
11
TRUIST FINANCIAL CORP
CIK 0000092230
$2M105K0.00%Q2 2026
12
Arkadios Wealth Advisors
CIK 0001800798
$2M104K0.03%Q2 2026
13
Worth Financial Advisory Group, LLC
CIK 0001964358⚠ data anomaly
$1M61K0.47%Q2 2026
14
Copper Harbor Investment Advisors, LLC
CIK 0001808027
$750K41K0.16%Q2 2026
15
Atria Wealth Solutions, Inc.
CIK 0001927543
$588K38K0.01%Q2 2025
16
CITADEL ADVISORS LLC
CIK 0001423053
$410K22K0.00%Q2 2026
17
Advisory Services Network, LLC
CIK 0001573876
$251K14K0.00%Q2 2026
18
EP Wealth Advisors, LLC
CIK 0001540569
$240K13K0.00%Q2 2026
19
Good Life Advisors, LLC
CIK 0001696260
$201K13K0.01%Q2 2025
20
ASSETMARK, INC
CIK 0001344551
$197K11K0.00%Q2 2026
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