HARBOR ETF TRUST
CUSIP 41151J703
Harbor Etf Trust has 27 institutional holders in Filings Flow’s 13F database, together reporting 5.11M shares worth $86M as of Q1 2026. The largest reported holders are Sequoia Financial Advisors, LLC, Commonwealth Equity Services, LLC, and Lpl Financial LLC.
Institutional Holders
27
Q1 2026
Reported Value
$86M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Worth Financial Advisory Group, LLC$229M AUM | 0.52% | $1M | 5.1K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.21% | $3M | 156.5K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.11% | $19M | 1.16M | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $6M | 385.8K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.04% | $3M | 166.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 110.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 315.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $17M | 1.03M | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $508,685 | 30.5K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 152.0K | Q2 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $587,860 | 38.0K | Q2 2025OLDER |
| Good Life Advisors, LLC$1.6B AUM | 0.01% | $201,086 | 13.0K | Q2 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $296,079 | 19.1K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 897.4K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $56,060 | 3.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 135.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 103.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 440.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 152.0K | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $15,987 | 959 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $226,286 | 13.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $44,992 | 2.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 106.3K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $178,402 | 10.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $138,003 | 8.3K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $3,907 | 241 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $15,090 | 895 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $31,923 | 1.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $476,000 | 28.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $293,525 | 17.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $334,322 | 21.6K | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $7,085 | 425 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $191,605 | 11.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $57,628 | 3.5K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $27,243 | 1.8K | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $28 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.