13F Insight
DOSSIER · 13F Holders · Q3 2026
OSEA

HARBOR ETF TRUST

64 institutions still hold HARBOR ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41151J885·64 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$295M
visible holders
Holders
64
filers reporting
Concentration
31.36%
Diversified Enterprises, LLC #1
top holder share
AI Holders Summary · Q3 2026

64 institutions reported OSEA in Q3 2026. Diversified Enterprises, LLC leads at 31.4% 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
$93M3.2M4.29%Q3 202602
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$24M806K0.01%Q4 202503
Venturi Wealth Management, LLC
CIK 0001666363
$24M772K0.91%Q2 202604
PACES FERRY WEALTH ADVISORS, LLC
CIK 0001819919
$19M620K7.01%Q2 202605
Corient Private Wealth LLC
CIK 0001948780
$19M615K0.02%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M471K0.00%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M388K0.00%Q2 202608
Grey Ledge Advisors, LLC
CIK 0001660694
$10M327K2.00%Q2 202609
KWB Wealth
CIK 0001822236
$10M338K0.84%Q3 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
Proactive Wealth Strategies LLC
CIK 0002043129
$8M268K1.31%Q2 202614
Archford Capital Strategies, LLC
CIK 0001606609
$8M275K0.80%Q3 202615
Gladstone Institutional Advisory LLC
CIK 0001766530
$8M261K0.25%Q2 202616
Fiduciary Group, LLC
CIK 0001645890
$5M159K0.38%Q2 202617
CITADEL ADVISORS LLC
CIK 0001423053
$4M137K0.00%Q2 202618
LPL Financial LLC
CIK 0001403438
$3M108K0.00%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M111K0.00%Q1 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$3M97K0.00%Q2 2026
Page 1 of 4
44 more holders available. Log in →