SEC 13F Intelligence

HARBOR ETF TRUST

CUSIP 41151J406

Harbor Etf Trust has 106 institutional holders in Filings Flow’s 13F database, together reporting 28.06M shares worth $775M as of Q1 2026. The largest reported holders are Corient Private Wealth LLC, Lpl Financial LLC, and Grant Street Asset Management, Inc..

Institutional Holders
106
Q1 2026
Reported Value
$775M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 21Q4 ’22Q4 ’25: 107Q4 ’25Q1 ’26: 106Q1 ’26Q2 ’26: 7Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $31MQ4 ’22Q4 ’25: $848MQ4 ’25Q1 ’26: $775MQ1 ’26Q2 ’26: $25MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
AUCTUS ADVISORS LLC$105M AUM36.13%$38M1.37MQ1 2026OLDER
Grant Street Asset Management, Inc.$519M AUM12.58%$65M2.35MQ1 2026OLDER
Towneley Capital Management, Inc / DE$478M AUM6.63%$32M1.14MQ1 2026OLDER
Leisure Capital Management$286M AUM4.63%$13M476.8KQ1 2026OLDER
Birchwood Financial Partners, Inc.$104M AUM3.22%$3M120.3KQ1 2026OLDER
Smart Portfolios, LLC$100M AUM1.79%$2M64.6KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM1.68%$15M554.6KQ1 2026OLDER
Lantz Financial LLC$546M AUM1.63%$9M274.2KQ2 2026
Archford Capital Strategies, LLC$873M AUM1.17%$10M368.6KQ1 2026OLDER
Proactive Wealth Strategies LLC$532M AUM1.13%$6M217.4KQ1 2026OLDER
PROSPERITY BANCSHARES INC$125M AUM1.04%$1M46.8KQ1 2026OLDER
Worth Financial Advisory Group, LLC$229M AUM0.89%$2M58.9KQ4 2025OLDER
SITTNER & NELSON, LLC$274M AUM0.89%$2M87.5KQ1 2026OLDER
Walsh & Associates, LLC$101M AUM0.75%$754,00727.2KQ1 2026OLDER
SFG Wealth Management, LLC.$243M AUM0.63%$2M54.9KQ1 2026OLDER
Convergence Financial, LLC$943M AUM0.62%$6M211.2KQ1 2026OLDER
FINANCIAL MANAGEMENT NETWORK INC$653M AUM0.58%$4M129.1KQ1 2026OLDER
Provident Wealth Management, LLC$331M AUM0.57%$2M67.6KQ1 2026OLDER
WJ Wealth Management, LLC$214M AUM0.42%$889,97632.1KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.39%$5M184.3KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.24%$3M110.2KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.23%$12M371.9KQ2 2026
Independent Wealth Network Inc.$337M AUM0.22%$746,26426.9KQ1 2026OLDER
Phoenix Wealth Advisors$253M AUM0.20%$504,09518.2KQ1 2026OLDER
SpringVest Wealth Management LLC$146M AUM0.20%$286,54110.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.18%$129M4.64MQ1 2026OLDER
AVAII WEALTH MANAGEMENT, LLC$287M AUM0.17%$501,15618.1KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.17%$817,40425.2KQ2 2026
Perennial Investment Advisors, LLC$1.3B AUM0.17%$2M77.6KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.15%$2M67.3KQ4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.14%$12M383.9KQ3 2025OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.12%$4M134.2KQ1 2026OLDER
Bluesphere Advisors LLC$281M AUM0.12%$345,54612.5KQ1 2026OLDER
NavPoint Financial, Inc.$247M AUM0.12%$289,81310.5KQ1 2026OLDER
Investmark Advisory Group LLC$234M AUM0.11%$264,2419.5KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.10%$1M38.1KQ2 2026
Kingdom Financial Group LLC.$349M AUM0.10%$339,86212.3KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.10%$339,86212.3KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.10%$4M140.6KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.10%$4M147.7KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.09%$3M119.5KQ1 2026OLDER
FIDELITY D & D BANCORP INC$249M AUM0.09%$226,6768.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.09%$45M1.59MQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.09%$12M422.3KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.07%$557,00020.1KQ1 2026OLDER
WealthCare Investment Partners, LLC$360M AUM0.07%$243,4588.6KQ1 2026OLDER
Carr Financial Group Corp$379M AUM0.06%$240,9018.7KQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.06%$2M83.2KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.06%$3M120.9KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.06%$999,89936.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.06%$2M55.2KQ2 2026
Private Advisor Group, LLC$21.3B AUM0.05%$11M408.7KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.05%$250,8559.0KQ1 2026OLDER
Frisch Financial Group, Inc.$478M AUM0.05%$214,3096.9KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.05%$33M1.18MQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.04%$6M191.0KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.03%$458,15016.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.03%$123M4.43MQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.03%$352,17312.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.03%$7M253.4KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.02%$2M84.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.02%$26,439850Q4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.02%$2M71.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.02%$12M421.5KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.02%$31,0831.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$12M437.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$55M1.99MQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$1M48.5KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.01%$208,7917.5KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$326,83710.5KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M86.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M80.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$4M133.7KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$150,2945.4KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$780,15528.1KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$230,6477.4KQ3 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$757,83427.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M228.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M62.0KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.01%$1M39.1KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.01%$26,231946Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$417,77815.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$4M128.6KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$231,1718.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$5M178.9KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$259,5668.3KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$570,92620.6KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$26,786966Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M66.3KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$14,494466Q4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M112.5KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M60.9KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$20,075724Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M86.1KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$39,7581.3KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$11M406.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M227.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M50.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$70,4572.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M45.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$736,45626.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M140.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$78,9332.8KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$13,448485Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$10,592382Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$34,6191.1KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$250,8559.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$615,02719.8KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$107,9453.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$22,210801Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$263,4999.5KQ2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$95,6843.6KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,10434Q2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$246,2808.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$206,0986.6KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$2M56.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$289,09210.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$109,0883.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$28,772925Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8,149262Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.