Harbor Commodity All WeatherHGERETF

13F holders, Q2 2026 (June 30)
233holders +32
52new positions
22sold out
$29.32avg. 13F price*

At the end of Q2 2026, 233 institutions reported holding Harbor Commodity All Weather (HGER) in their 13F filings, up 32 from Q1 2026. 52 opened new positions and 22 sold out. The largest holders were Wells Fargo & Company ($495.5M), Bank of America Corp. ($405.4M) and JPMorgan Chase & Co. ($369.2M).

Company
Harbor Commodity All Weather
CUSIP
41151J505
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 29Q1 2024Q2 2024: 53Q2 2024Q3 2024: 57Q3 2024Q4 2024: 71Q4 2024Q1 2025: 79Q1 2025Q2 2025: 88Q2 2025Q3 2025: 114Q3 2025Q4 2025: 165Q4 2025Q1 2026: 201Q1 2026Q2 2026: 233Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions52$190.1M
Exits22$39.1M

All 13F filers, Q1 2026 → Q2 2026: 19,203,126 shares bought and 2,991,717 shares sold, net +16,211,409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 233 holders

Wells Fargo & Company 0.09% Reduce -3.4% 16,889,289 $495.5M
Bank of America Corp. 0.03% Add +31.7% 13,816,604 $405.4M
JPMorgan Chase & Co. 0.02% Add +29.9% 12,754,670 $369.2M
3EDGE Asset Management, LP 5.73% Add +30.7% 4,379,803 $128.5M
Great Lakes Advisors, LLC 0.82% Reduce -4.2% 3,674,133 $107.8M
Mainstay Capital Management LLC 7.20% New 3,317,519 $97.3M
LPL Financial LLC 0.02% Add +13.7% 3,234,296 $94.9M
Northwestern Mutual Wealth Management Co. 0.05% Add +28.3% 3,122,947 $91.6M
Raymond James Financial Inc. 0.02% Add +36.7% 3,059,281 $89.8M
Pinnacle Financial Partners, Inc. 0.27% Add +2.4% 1,368,604 $40.2M
HighTower Advisors, LLC 0.04% Add +8.6% 1,356,950 $39.8M
New Harbor Financial Group, LLC 5.95% Add +3.8% 1,274,824 $37.4M
Horizon Advisory Services, Inc. 14.44% Add +19.3% 1,166,871 $34.2M
Assetmark, Inc. 0.06% Add +5.8% 1,100,618 $32.3M
Commonwealth Equity Services, LLC 0.04% Add +11.3% 1,038,736 $30.5M
Private Advisor Group, LLC 0.13% Reduce -18.6% 938,680 $27.5M
CENTRAL TRUST Co 0.44% Add +10.8% 830,472 $24.4M
Royal Bank of Canada 0.00% Add +38.3% 803,424 $23.6M
Ellsworth Advisors, LLC 3.37% Add +11.9% 645,893 $20.5M
Vident Advisory, LLC 0.15% Add +216.2% 696,401 $20.4M
Inspirion Wealth Advisors, LLC 2.31% Add +3.2% 684,472 $20.2M
Sowa Financial Group, Inc. 9.27% Reduce -13.2% 677,587 $19.9M
Aprio Wealth Management, LLC 0.96% Add +6.3% 661,890 $19.4M
Advisor OS, LLC 1.17% Add +4.2% 597,689 $17.5M
Cambridge Investment Research Advisors, Inc. 0.04% Add +27.1% 576,978 $16.9M
Sanctuary Advisors, LLC 0.07% Add +10.5% 525,690 $15.4M
Compound Planning, Inc. 0.40% Add +38.0% 524,162 $15.4M
MJP Associates Inc. 1.64% Add +5.1% 512,286 $15.0M
Cornerstone Wealth Group, LLC 0.74% New 426,514 $12.5M
Jefferies Financial Group Inc. 0.11% New 400,149 $11.7M
Choice Wealth Advisors LLC 4.11% New 398,929 $11.7M
Stratos Wealth Partners, LTD. 0.12% Add +21.8% 395,385 $11.6M
Mariner, LLC 0.01% Add +4.6% 381,515 $11.2M
Resonant Capital Advisors, LLC 0.53% Add +16.2% 377,427 $11.1M
Janney Montgomery Scott LLC 0.02% Add +0.8% 374,717 $11.0M
Private Client Services, LLC 2.67% New 347,558 $10.2M
Cetera Investment Advisers 0.01% Add +16.4% 345,324 $10.1M
Oppenheimer & Co. Inc. 0.11% Add +1.6% 342,933 $10.1M
Envestnet Asset Management Inc. 0.00% Add +12.5% 342,820 $10.1M
Blue Trust, Inc. 0.10% Add +1.7% 338,031 $9.9M
Northcape Wealth Management, LLC 2.53% Add +3.9% 328,981 $9.7M
Sunrise Financial Services, LLC 5.73% Add +5.6% 328,814 $9.6M
Csenge Advisory Group 0.38% Add +7.7% 320,728 $9.4M
Ethos Financial Group, LLC 0.62% Reduce -2.6% 286,041 $9.2M
Guided Capital Wealth Management, LLC 5.29% Add +23.4% 308,481 $9.1M
Great Diamond Partners, LLC 1.44% Add +0.9% 284,636 $8.4M
Twin Focus Capital Partners, LLC 0.85% Add +35.8% 284,610 $8.4M
&partners 0.03% Add +54.4% 266,330 $7.8M
Osaic Holdings, Inc. 0.01% Add +50.7% 262,873 $7.7M
MBL Wealth, LLC 0.52% Add +9.0% 259,747 $7.6M
Weil Company, Inc. 1.29% Add +7.6% 248,718 $7.3M
VestGen Advisors, LLC 0.21% Add +41.7% 247,605 $7.3M
tru Independence LLC 3.16% Add +6.5% 246,510 $7.2M
Croban 3.18% New 245,978 $7.2M
Cooper Financial Group 0.60% New 244,810 $7.2M
D L Carlson Investment Group Inc. 1.13% Add +46.2% 242,817 $7.1M
Proactive Wealth Strategies LLC 1.03% Add +15.5% 219,119 $6.4M
Nvwm, LLC 1.25% Reduce -0.6% 211,066 $6.2M
Nvest Wealth Strategies, Inc. 3.79% Add +3.9% 205,635 $6.0M
Archford Capital Strategies, LLC 0.59% Add +1.0% 197,525 $5.8M
MML Investors Services, LLC 0.01% Reduce -12.1% 196,040 $5.8M
Beta Wealth Group, Inc. 2.12% Add +2.4% 192,621 $5.7M
Steward Partners Investment Advisory, LLC 0.03% Add +4.0% 181,729 $5.3M
Axxcess Wealth Management, LLC 0.08% Add +28.9% 173,685 $5.1M
Perennial Investment Advisors, LLC 0.32% Add +0.1% 162,594 $4.8M
Great Valley Advisor Group, Inc. 0.07% Reduce -19.2% 161,887 $4.8M
Empire Financial Management Company, LLC 1.78% Add +0.6% 153,402 $4.5M
Portside Wealth Group, LLC 0.53% Add +58.9% 153,273 $4.5M
Vise Technologies, Inc. 0.05% Add +154.8% 152,706 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.3% 145,375 $4.4M
D.A. Davidson & Co. 0.02% New 147,962 $4.3M
Kestra Advisory Services, LLC 0.01% Add +8.0% 144,878 $4.3M
Channel Wealth LLC 0.94% Add +20.5% 142,628 $4.2M
Atria Investments, Inc 0.04% Add +9.0% 142,546 $4.2M
Parr McKnight Wealth Management Group, LLC 0.49% Add +0.1% 140,808 $4.1M
Twelve Points Wealth Management LLC 0.81% Add +6.5% 138,533 $4.1M
Echo45 Advisors LLC 2.09% Add +9.6% 138,084 $4.1M
Platform Technology Partners 0.66% Add +14.0% 138,010 $4.0M
OneAscent Financial Services LLC 0.19% Add +48.7% 136,663 $4.0M
Truist Financial Corp. 0.00% Add +2.5% 133,199 $3.9M
SFG Wealth Management, LLC. 1.38% Reduce -11.4% 131,024 $3.8M
Kickstand Ventures, Llc. 0.68% New 126,908 $3.7M
Randall & Associates Wealth Management 2.28% Reduce -11.5% 125,824 $3.7M
Coastal Bridge Advisors, LLC 0.21% Add +51.4% 114,559 $3.4M
Ausdal Financial Partners, Inc. 0.12% New 104,656 $3.1M
Planwiser Financial, LLC 2.12% Add +2.5% 104,199 $3.1M
Certior Financial Group, LLC 1.62% Add +43.4% 100,511 $2.9M
Moneco Advisors, LLC 0.17% Add +4.7% 96,846 $2.8M
IFP Advisors, Inc 0.05% Add +3.9% 96,115 $2.8M
Courier Capital LLC 0.14% Add +32.8% 94,812 $2.8M
Cary Street Partners Financial LLC 0.06% Add +1.5% 91,072 $2.7M
Alliance Wealth Advisors, LLC 0.50% Add +12.2% 89,557 $2.6M
PCG Wealth Advisors, LLC 0.55% Reduce -3.0% 83,363 $2.4M
Bedel Financial Consulting, Inc. 0.23% New 82,434 $2.4M
MainStreet Investment Advisors LLC 0.32% New 79,741 $2.3M
Harbor Investment Advisory, LLC 0.15% Reduce -4.4% 74,487 $2.2M
Flynn Zito Capital Management, LLC 0.59% Reduce -12.8% 74,051 $2.2M
Worth Financial Advisory Group, LLC 0.88% Add +4015.4% 72,019 $2.1M
Cerity Partners LLC 0.00% Add +25.0% 68,054 $2.0M
SHP Wealth Management 0.14% Add +20.3% 67,963 $2.0M

"% of holder's portfolio" is HGER's weight in each manager's 13F, not the share of Harbor Commodity All Weather the manager owns.

Show all 233 holders