Harbor Disciplined Bond ETFAGGSETF
13F holders, Q3 2025 (September 30)8holders +3
3new positions
0sold out
$41.67avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Harbor Disciplined Bond ETF (AGGS) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Archford Capital Strategies, LLC ($5.5M), Steward Partners Investment Advisory, LLC ($2.4M) and Income Research & Management ($2.1M).
- Company
- Harbor Disciplined Bond ETF
- CUSIP
- 41151J794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $5.9M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 160,859 shares bought and 5,475 shares sold, net +155,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Archford Capital Strategies, LLC | 0.65% | New | 131,634 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +52.1% | 58,050 | $2.4M |
| Income Research & Management | 1.02% | No change | 50,000 | $2.1M |
| Accurate Wealth Management, LLC | 0.07% | Reduce -3.8% | 13,420 | $562K |
| Jane Street Group, LLC | 0.00% | Reduce -34.6% | 9,349 | $389K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,272 | $386K |
| LPL Financial LLC | 0.00% | No change | 6,667 | $278K |
| UBS Group AG | 0.00% | New | 64 | $3K |
"% of holder's portfolio" is AGGS's weight in each manager's 13F, not the share of Harbor Disciplined Bond ETF the manager owns.