Harbor Dividend Growth LeadeGDIVETF
13F holders, Q1 2025 (March 31)29holders +2
6new positions
4sold out
1famous investor
$14.56avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Harbor Dividend Growth Leade (GDIV) in their 13F filings, up 2 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were Arkadios Wealth Advisors ($21.1M), Sequoia Financial Advisors, LLC ($18.4M) and Raymond James Financial Inc. ($17.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Harbor Dividend Growth Leade
- CUSIP
- 41151J703
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $35.8M |
| Exits | 4 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,695,001 shares bought and 296,360 shares sold, net +2,398,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Arkadios Wealth Advisors | 0.80% | New | 1,448,532 | $21.1M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -11.0% | 1,263,454 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Add +7.5% | 1,197,551 | $17.4M |
| LPL Financial LLC | 0.01% | Add +7.4% | 1,045,487 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.3% | 1,045,404 | $15.2M |
| Equitable Holdings, Inc. | 0.06% | Add +2.6% | 464,430 | $6.8M |
| Transcend Capital Advisors, LLC | 0.38% | New | 366,468 | $5.3M |
| Ballentine Partners, LLC | 0.08% | New | 312,835 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +9.5% | 261,801 | $3.8M |
| IFG Advisory, LLC | 0.16% | Reduce -0.4% | 197,851 | $2.9M |
| Ieq Capital, LLC | 0.02% | New | 159,563 | $2.3M |
| AQR Capital Management | 0.00% | New | 159,563 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +5.0% | 125,543 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.7% | 114,405 | $1.7M |
| Worth Financial Advisory Group, LLC | 0.76% | Add +22.0% | 81,742 | $1.2M |
| SOL Capital Management CO | 0.09% | Add +50.9% | 56,450 | $822K |
| Atria Investments, Inc | 0.01% | Reduce -45.7% | 46,283 | $674K |
| GTS Securities LLC | 0.03% | Add +22.3% | 39,866 | $580K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 38,000 | $553K |
| Perigon Wealth Management, LLC | 0.01% | No change | 19,139 | $279K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.4% | 16,477 | $240K |
| Good Life Advisors, LLC | 0.01% | No change | 12,986 | $189K |
| NewEdge Advisors, LLC | 0.00% | New | 8,860 | $129K |
| Osaic Holdings, Inc. | 0.00% | Add +41.4% | 6,774 | $99K |
| IFP Advisors, Inc | 0.00% | No change | 2,666 | $39K |
| Cwm, LLC | 0.00% | No change | 1,915 | $28K |
| Private Trust Co. NA | 0.00% | No change | 959 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 425 | $6K |
| Morgan Stanley | 0.00% | Reduce -99.7% | 1 | $23 |
"% of holder's portfolio" is GDIV's weight in each manager's 13F, not the share of Harbor Dividend Growth Leade the manager owns.