Harbor Dividend Growth LeadeGDIVETF

13F holders, Q1 2024 (March 31)
25holders
1famous investor
$14.55avg. 13F price*

At the end of Q1 2024, 25 institutions reported holding Harbor Dividend Growth Leade (GDIV) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($15.2M), LPL Financial LLC ($13.2M) and Raymond James Financial Services Advisors, Inc. ($9.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Harbor Dividend Growth Leade
CUSIP
41151J703
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 25Q1 2024Q2 2024: 27Q2 2024Q3 2024: 27Q3 2024Q4 2024: 27Q4 2024Q1 2025: 29Q1 2025Q2 2025: 32Q2 2025Q3 2025: 27Q3 2025Q4 2025: 29Q4 2025Q1 2026: 27Q1 2026Q2 2026: 28Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$12.0M
Exits3$184K

Ownership 25 holders

Commonwealth Equity Services, LLC 0.03% Reduce -7.4% 1,046,965 $15.2M
LPL Financial LLC 0.01% Reduce -4.5% 905,934 $13.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -3.2% 620,701 $9.0M
Balyasny Asset Management L.P. 0.02% New 481,908 $7.0M
Equitable Holdings, Inc. 0.06% Add +27.9% 373,072 $5.4M
IFG Advisory, LLC 0.30% New 274,540 $4.0M
Raymond James & Associates 0.00% Add +6.2% 274,068 $4.0M
Private Advisor Group, LLC 0.02% Reduce -23.0% 218,603 $3.2M
Atria Investments, Inc 0.02% Add +3.0% 101,620 $1.5M
Envestnet Asset Management Inc. 0.00% Add +67.8% 68,927 $1.0M
Truist Financial Corp. 0.00% Add +54.2% 68,540 $997K
Worth Financial Advisory Group, LLC 0.61% Add +26.1% 60,923 $886K
GTS Securities LLC 0.02% New 52,016 $757K
Atria Wealth Solutions, Inc. 0.01% No change 38,000 $553K
Rwa Wealth Partners, LLC 0.01% No change 28,499 $415K
SOL Capital Management CO 0.04% No change 20,400 $297K
Perigon Wealth Management, LLC 0.01% No change 18,887 $275K
Janney Montgomery Scott LLC 0.00% Reduce -0.7% 14,479 $211K
Citadel Advisors 0.00% New 13,425 $195K
Proficio Capital Partners LLC 0.02% Reduce -31.4% 13,181 $192K
Osaic Holdings, Inc. 0.00% Reduce -59.1% 10,481 $152K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +21.2% 4,000 $58K
IFP Advisors, Inc 0.00% Add +332.5% 2,193 $32K
Private Trust Co. NA 0.00% No change 959 $14K
Cwm, LLC 0.00% Reduce -86.1% 135 $2K

"% of holder's portfolio" is GDIV's weight in each manager's 13F, not the share of Harbor Dividend Growth Leade the manager owns.