Harbor Disciplined Bond ETFAGGSETF
13F holders, Q4 2025 (December 31)10holders +2
2new positions
0sold out
$41.23avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Harbor Disciplined Bond ETF (AGGS) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Archford Capital Strategies, LLC ($5.7M), 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $662K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 23,284 shares bought and 4,557 shares sold, net +18,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Archford Capital Strategies, LLC | 0.67% | Add +5.5% | 138,852 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.8% | 57,569 | $2.4M |
| Income Research & Management | 1.09% | No change | 50,000 | $2.1M |
| Worth Financial Advisory Group, LLC | 0.30% | New | 15,101 | $622K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -2.2% | 13,121 | $543K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 9,272 | $382K |
| Jane Street Group, LLC | 0.00% | Reduce -27.1% | 6,811 | $281K |
| LPL Financial LLC | 0.00% | Reduce -18.2% | 5,456 | $225K |
| International Assets Investment Management, LLC | 0.00% | New | 965 | $40K |
| UBS Group AG | 0.00% | Reduce -43.8% | 36 | $1K |
"% of holder's portfolio" is AGGS's weight in each manager's 13F, not the share of Harbor Disciplined Bond ETF the manager owns.