DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
HGER

HARBOR ETF TRUST

210 institutions still hold HARBOR ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41151J505·210 13F holders·last filed Mar 31, 2026
Market cap
5.7%
vs prior quarter
13F value held
$2.0B
63.0% inst. owned
of float
Holders
210
+45 QoQ
filers reporting
Activity
+22 / −62
+995 added · −896 reduced
this quarter
Concentration
27.46%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

210 institutions reported HGER in Q1 2026. WELLS FARGO & COMPANY/MN leads at 27.5% of the visible book. +45 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$542M17.5M0.10%Q1 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$325M10.5M0.02%Q1 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$304M9.8M0.02%Q1 2026
04
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$119M3.8M0.99%Q1 2026
05
3EDGE Asset Management, LP
CIK 0001665605
$104M3.3M5.02%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$88M2.8M0.02%Q1 2026
07
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$75M2.4M0.05%Q1 2026
08
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M2.2M0.02%Q1 2026
09
Pinnacle Financial Partners, Inc.
CIK 0002082866
$41M1.3M0.32%Q1 2026
10
HighTower Advisors, LLC
CIK 0001462245
$39M1.3M0.04%Q1 2026
11
New Harbor Financial Group, LLC
CIK 0001548577
$38M1.2M6.71%Q1 2026
12
Private Advisor Group, LLC
CIK 0001567755
$36M1.2M0.17%Q1 2026
13
SYNOVUS FINANCIAL CORP
CIK 0000018349
$31M1.2M0.36%Q3 2025
14
Horizon Advisory Services, Inc.
CIK 0001799006
$30M978K15.53%Q1 2026
15
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$29M933K0.04%Q1 2026
16
CENTRAL TRUST Co
CIK 0000044365
$23M749K0.46%Q1 2026
17
ASSETMARK, INC
CIK 0001344551
$21M864K0.04%Q4 2025
18
INSPIRION WEALTH ADVISORS, LLC
CIK 0001633448
$21M663K2.56%Q1 2026
19
Aprio Wealth Management, LLC
CIK 0001803519
$19M623K1.05%Q1 2026
20
ROYAL BANK OF CANADA
CIK 0001000275
$18M581K0.00%Q1 2026
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