13F Insight
DOSSIER · 13F Holders · Q4 2025Cheap mega-capRe-rated
OSEA

HARBOR ETF TRUST

70 institutions still hold HARBOR ETF TRUST as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41151J885·70 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$313M
51.0% inst. owned
of float
Holders
70
-127 QoQ
filers reporting
Activity
+64 / −54
+793 added · −783 reduced
this quarter
Concentration
25.63%
Diversified Enterprises, LLC #1
top holder share
AI Holders Summary · Q4 2025

70 institutions reported OSEA in Q4 2025. Diversified Enterprises, LLC leads at 25.6% of the visible book. -127 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Diversified Enterprises, LLC
CIK 0002037264
$80M2.7M4.77%Q4 202502
Arlington Financial Advisors, LLC
CIK 0001716539
$49M1.7M6.96%Q1 202603
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$24M806K0.01%Q4 202504
Venturi Wealth Management, LLC
CIK 0001666363
$22M771K1.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$18M638K0.01%Q1 202606
PACES FERRY WEALTH ADVISORS, LLC
CIK 0001819919
$16M544K6.68%Q4 202507
AMI INVESTMENT MANAGEMENT INC
CIK 0001122241
$13M437K2.84%Q1 202608
Grey Ledge Advisors, LLC
CIK 0001660694
$11M386K2.52%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M363K0.00%Q1 202610
Corient Private Wealth LLC
CIK 0001948780
$10M332K0.01%Q1 202611
Nordwand Advisors, LLC
CIK 0001962713
$9M315K1.59%Q1 202612
Archford Capital Strategies, LLC
CIK 0001606609
$8M262K0.87%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$7M255K0.00%Q1 202614
Gladstone Institutional Advisory LLC
CIK 0001766530
$7M240K0.26%Q1 202615
Proactive Wealth Strategies LLC
CIK 0002043129
$7M229K1.25%Q1 202616
Focus Partners Wealth
CIK 0001542153
$5M175K0.01%Q4 202517
FMA Wealth Management, LLC
CIK 0002011155
$5M161K3.09%Q1 202618
Fiduciary Group, LLC
CIK 0001645890
$4M152K0.38%Q1 202619
LPL Financial LLC
CIK 0001403438
$4M121K0.00%Q1 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M111K0.00%Q1 2026
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