Harbor Commodity All WeatherHGERETF
13F holders, Q1 2024 (March 31)29holders
$22.20avg. 13F price*
At the end of Q1 2024, 29 institutions reported holding Harbor Commodity All Weather (HGER) in their 13F filings. The largest holders were Synovus Financial Corp. ($21.3M), New Harbor Financial Group, LLC ($19.9M) and Commonwealth Equity Services, LLC ($10.2M).
- Company
- Harbor Commodity All Weather
- CUSIP
- 41151J505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $8.0M |
| Exits | 8 | $2.7M |
Ownership 29 holders
| Synovus Financial Corp. | 0.28% | Add +5.0% | 960,879 | $21.3M |
| New Harbor Financial Group, LLC | 7.40% | Add +1.9% | 900,074 | $19.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.3% | 459,950 | $10.2M |
| Inspirion Wealth Advisors, LLC | 1.32% | Add +22.5% | 359,697 | $8.0M |
| Raymond James & Associates | 0.00% | Add +83.3% | 291,710 | $6.5M |
| Ellsworth Advisors, LLC | 1.66% | New | 251,022 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Add +27.5% | 184,539 | $4.1M |
| FMA Wealth Management, LLC | 2.99% | Reduce -3.5% | 163,016 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -8.4% | 149,574 | $3.3M |
| Empire Financial Management Company, LLC | 0.86% | Add +1067.8% | 116,987 | $2.6M |
| One Charles Private Wealth Services, LLC | 0.82% | Reduce -5.4% | 84,825 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +272.2% | 79,659 | $1.8M |
| IFP Advisors, Inc | 0.08% | Add +7.8% | 78,329 | $1.7M |
| World Investment Advisors | 0.21% | New | 65,391 | $1.4M |
| Arkadios Wealth Advisors | 0.08% | Add +19.1% | 44,400 | $983K |
| Jane Street Group, LLC | 0.00% | Reduce -43.7% | 37,088 | $821K |
| Trajan Wealth LLC | 0.05% | — | 34,629 | $767K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 28,730 | $636K |
| Bank of Montreal | 0.00% | New | 18,715 | $415K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.8% | 14,618 | $324K |
| SFG Wealth Management, LLC. | 0.18% | New | 13,338 | $295K |
| Independent Advisor Alliance | 0.01% | Add +2.7% | 12,702 | $281K |
| Osaic Holdings, Inc. | 0.00% | Add +83.3% | 12,128 | $269K |
| Advisor OS, LLC | 0.03% | Add +12.6% | 11,912 | $264K |
| Truist Financial Corp. | 0.00% | Reduce -6.8% | 11,682 | $259K |
| Sandy Spring Bank | 0.00% | No change | 3,125 | $69K |
| UBS Group AG | 0.00% | New | 113 | $3K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 109 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $29 |
"% of holder's portfolio" is HGER's weight in each manager's 13F, not the share of Harbor Commodity All Weather the manager owns.