Harbor Dividend Growth LeadeGDIVETF

13F holders, Q2 2025 (June 30)
32holders +3
5new positions
2sold out
2famous investors
$15.47avg. 13F price*

At the end of Q2 2025, 32 institutions reported holding Harbor Dividend Growth Leade (GDIV) in their 13F filings, up 3 from Q1 2025. 5 opened new positions and 2 sold out. The largest holders were Sequoia Financial Advisors, LLC ($18.9M), Commonwealth Equity Services, LLC ($16.5M) and LPL Financial LLC ($13.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$974K
Exits2$803K

All 13F filers, Q1 2025 → Q2 2025: 129,995 shares bought and 2,468,698 shares sold, net −2,338,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Sequoia Financial Advisors, LLC 0.13% Reduce -3.4% 1,220,918 $18.9M
Commonwealth Equity Services, LLC 0.02% Add +2.1% 1,067,302 $16.5M
LPL Financial LLC 0.00% Reduce -15.1% 888,016 $13.7M
Raymond James Financial Inc. 0.00% Reduce -40.5% 712,579 $11.0M
Equitable Holdings, Inc. 0.05% Reduce -19.8% 372,500 $5.8M
Ballentine Partners, LLC 0.07% No change 312,835 $4.8M
Transcend Capital Advisors, LLC 0.34% Reduce -21.8% 286,703 $4.4M
Private Advisor Group, LLC 0.02% Add +3.4% 270,706 $4.2M
Ieq Capital, LLC 0.01% Reduce -4.8% 151,957 $2.4M
AQR Capital Management 0.00% Reduce -4.8% 151,957 $2.4M
Arkadios Wealth Advisors 0.05% Reduce -91.8% 118,180 $1.8M
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 109,599 $1.7M
Truist Financial Corp. 0.00% Reduce -13.0% 109,199 $1.7M
Worth Financial Advisory Group, LLC 0.83% Add +7.1% 87,569 $1.4M
SOL Capital Management CO 0.13% Add +50.1% 84,735 $1.3M
Atria Wealth Solutions, Inc. 0.01% No change 38,000 $588K
GTS Securities LLC 0.02% Reduce -16.4% 33,343 $516K
Goldman Sachs Group Inc. 0.00% New 21,611 $334K
Perigon Wealth Management, LLC 0.01% No change 19,139 $296K
Janney Montgomery Scott LLC 0.00% Add +12.9% 18,610 $288K
EP Wealth Advisors, LLC 0.00% New 18,121 $280K
IFG Advisory, LLC 0.01% Reduce -92.8% 14,276 $221K
Good Life Advisors, LLC 0.01% Add +0.1% 12,998 $201K
Citadel Advisors 0.00% New 10,733 $166K
Assetmark, Inc. 0.00% New 10,702 $166K
Osaic Holdings, Inc. 0.00% Reduce -1.0% 6,705 $104K
IFP Advisors, Inc 0.00% Add +0.3% 2,673 $41K
Cwm, LLC 0.00% No change 1,915 $30K
BlackRock, Inc. 0.00% New 1,761 $27K
Private Trust Co. NA 0.00% No change 959 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 425 $7K
Morgan Stanley 0.00% No change 1 $26

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