13F Insight
DOSSIER · 13F Holders · Q2 2026
OSEA

HARBOR ETF TRUST

67 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 41151J885·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$340M
visible holders
Holders
67
filers reporting
Concentration
27.11%
Diversified Enterprises, LLC #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported OSEA in Q2 2026. Diversified Enterprises, LLC leads at 27.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Diversified Enterprises, LLC
CIK 0002037264
$92M3.0M4.46%Q2 202602
Arlington Financial Advisors, LLC
CIK 0001716539
$53M1.7M6.67%Q2 202603
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$24M806K0.01%Q4 202504
Venturi Wealth Management, LLC
CIK 0001666363
$24M772K0.91%Q2 202605
PACES FERRY WEALTH ADVISORS, LLC
CIK 0001819919
$19M620K7.01%Q2 202606
Corient Private Wealth LLC
CIK 0001948780
$19M615K0.02%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M471K0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M388K0.00%Q2 202609
Grey Ledge Advisors, LLC
CIK 0001660694
$10M327K2.00%Q2 202610
Nordwand Advisors, LLC
CIK 0001962713
$10M315K1.47%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$10M318K0.00%Q2 202612
AMI INVESTMENT MANAGEMENT INC
CIK 0001122241
$9M298K1.93%Q2 202613
Archford Capital Strategies, LLC
CIK 0001606609
$8M269K0.83%Q2 202614
Proactive Wealth Strategies LLC
CIK 0002043129
$8M268K1.31%Q2 202615
Gladstone Institutional Advisory LLC
CIK 0001766530
$8M261K0.25%Q2 202616
Fiduciary Group, LLC
CIK 0001645890
$5M159K0.38%Q2 202617
FMA Wealth Management, LLC
CIK 0002011155
$4M146K2.86%Q2 202618
KWB Wealth
CIK 0001822236
$4M137K0.36%Q2 202619
CITADEL ADVISORS LLC
CIK 0001423053
$4M137K0.00%Q2 202620
LPL Financial LLC
CIK 0001403438
$3M108K0.00%Q2 2026
Page 1 of 4
47 more holders available. Log in →