HARBOR ETF TRUST
CUSIP 41151J109
Harbor Etf Trust has 43 institutional holders in Filings Flow’s 13F database, together reporting 1.82M shares worth $81M as of Q1 2026. The largest reported holders are Bluestem Wealth Partners, LLC, Pictet North America Advisors SA, and Lpl Financial LLC.
Institutional Holders
43
Q1 2026
Reported Value
$81M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CROBAN$213M AUM | 4.22% | $9M | 200.2K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 1.68% | $6M | 125.9K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 1.29% | $12M | 258.7K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 1.15% | $12M | 257.4K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.82% | $2M | 44.2K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.14% | $291,301 | 6.4K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.14% | $3M | 70.2K | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 0.12% | $445,411 | 9.9K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 0.10% | $278,871 | 6.3K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.09% | $342,027 | 7.5K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.06% | $557,834 | 12.4K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.04% | $200,232 | 4.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.03% | $2M | 36.0K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $224,049 | 5.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $36,875 | 823 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 53.0K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.01% | $218,474 | 4.9K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.01% | $1M | 31.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 40.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $668,074 | 14.9K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.01% | $60,960 | 1.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $548,425 | 12.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 29.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $51,895 | 1.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 50.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $491,099 | 10.8K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $44,264 | 969 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 204.5K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $14,850 | 331 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $353,475 | 7.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 24.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $474,496 | 10.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $209,757 | 4.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 91.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $428,282 | 9.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $31,976 | 700 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 42.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 56.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $227,760 | 5.0K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 49.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $8,022 | 173 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $643,638 | 14.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $208,346 | 4.6K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $822 | 18 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $10,647 | 238 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $89,870 | 2.0K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $20,656 | 461 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7,674 | 168 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.