Harbor Commodity All WeatherHGERETF
13F holders, Q4 2024 (December 31)71holders +14
21new positions
8sold out
$22.15avg. 13F price*
At the end of Q4 2024, 71 institutions reported holding Harbor Commodity All Weather (HGER) in their 13F filings, up 14 from Q3 2024. 21 opened new positions and 8 sold out. The largest holders were 3EDGE Asset Management, LP ($32.5M), Horizon Advisory Services, Inc. ($25.7M) and New Harbor Financial Group, LLC ($23.3M).
- Company
- Harbor Commodity All Weather
- CUSIP
- 41151J505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $61.1M |
| Exits | 8 | $8.8M |
All 13F filers, Q3 2024 → Q4 2024: 3,628,548 shares bought and 623,619 shares sold, net +3,004,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| 3EDGE Asset Management, LP | 2.00% | Add +29.7% | 1,466,875 | $32.5M |
| Horizon Advisory Services, Inc. | 14.71% | New | 1,161,235 | $25.7M |
| New Harbor Financial Group, LLC | 6.96% | Add +3.3% | 1,053,741 | $23.3M |
| Fiduciary Family Office, LLC | 6.96% | New | 1,053,741 | $23.3M |
| Synovus Financial Corp. | 0.27% | Reduce -1.4% | 972,913 | $21.5M |
| Raymond James Financial Inc. | 0.01% | — | 729,302 | $16.1M |
| Inspirion Wealth Advisors, LLC | 1.56% | Add +12.9% | 501,314 | $11.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.1% | 442,197 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.9% | 400,390 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Add +8.1% | 363,966 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.7% | 279,859 | $6.2M |
| Ellsworth Advisors, LLC | 1.52% | Add +2.2% | 261,468 | $5.8M |
| Sowa Financial Group, Inc. | 2.85% | Add +156.0% | 205,374 | $4.5M |
| Grayhawk Investment Strategies Inc. | 8.07% | Add +14.0% | 191,232 | $4.2M |
| Arkadios Wealth Advisors | 0.23% | Add +12.9% | 190,364 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +40.1% | 177,353 | $3.9M |
| Townsquare Capital LLC | 0.04% | Add +0.3% | 151,152 | $3.3M |
| Empire Financial Management Company, LLC | 1.04% | Add +6.2% | 150,249 | $3.3M |
| Atria Investments, Inc | 0.03% | New | 103,781 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +152.2% | 100,157 | $2.2M |
| Channel Wealth LLC | 0.63% | Reduce -48.7% | 87,402 | $1.9M |
| IFP Advisors, Inc | 0.06% | Reduce -1.9% | 83,628 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.0% | 79,114 | $1.8M |
| MBL Wealth, LLC | 0.16% | New | 73,179 | $1.6M |
| Twelve Points Wealth Management LLC | 0.46% | Add +30.6% | 71,621 | $1.6M |
| OneAscent Financial Services LLC | 0.13% | New | 68,550 | $1.5M |
| Moneco Advisors, LLC | 0.16% | New | 68,388 | $1.5M |
| Exchange Traded Concepts, LLC | 0.02% | New | 54,238 | $1.2M |
| Platform Technology Partners | 0.36% | Add +25.9% | 53,804 | $1.2M |
| Harbor Investment Advisory, LLC | 0.10% | Add +470.7% | 46,889 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | New | 43,284 | $958K |
| Flow Traders U.S. LLC | 0.04% | New | 41,312 | $914K |
| Alliance Wealth Advisors, LLC | 0.22% | Add +6.5% | 38,086 | $843K |
| World Investment Advisors | 0.02% | Reduce -2.5% | 36,905 | $817K |
| Portside Wealth Group, LLC | 0.11% | Add +7.9% | 30,643 | $678K |
| Certior Financial Group, LLC | 0.55% | — | 28,078 | $622K |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 27,362 | $606K |
| OneAscent Wealth Management LLC | 0.23% | New | 25,012 | $554K |
| Trajan Wealth LLC | 0.03% | Reduce -10.8% | 22,325 | $494K |
| Cerity Partners LLC | 0.00% | No change | 20,994 | $465K |
| Nvwm, LLC | 0.10% | New | 18,248 | $404K |
| Arete Wealth Advisors, LLC | 0.03% | Add +0.5% | 18,102 | $401K |
| Wallace Advisory Group, LLC | 0.25% | Reduce -4.0% | 15,851 | $358K |
| CGN Advisors LLC | 0.03% | Add +73.3% | 15,854 | $351K |
| Advisory Alpha, LLC | 0.01% | Reduce -5.3% | 15,323 | $339K |
| Northcape Wealth Management, LLC | 0.10% | New | 14,348 | $318K |
| Edge Capital Group, LLC | 0.01% | No change | 13,232 | $293K |
| Vicus Capital | 0.03% | New | 13,138 | $291K |
| Harvest Investment Services, LLC | 0.07% | Add +27.9% | 12,954 | $287K |
| OneAscent Family Office, LLC | 0.50% | — | 12,358 | $274K |
| Matrix Trust Co | 0.05% | Add +194.5% | 12,266 | $272K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -16.3% | 12,212 | $270K |
| Palumbo Wealth Management LLC | 0.10% | New | 11,495 | $254K |
| Advisor OS, LLC | 0.03% | Reduce -4.8% | 10,436 | $231K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,271 | $227K |
| Jane Street Group, LLC | 0.00% | New | 9,505 | $210K |
| UBS Group AG | 0.00% | Add +1980.9% | 5,764 | $128K |
| Royal Bank of Canada | 0.00% | Add +2575.1% | 4,628 | $102K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.4% | 3,681 | $81K |
| Sandy Spring Bank | 0.00% | Reduce -12.8% | 2,725 | $60K |
| Continuum Advisory, LLC | 0.01% | No change | 1,824 | $40K |
| Financial Network Wealth Advisors LLC | 0.07% | Reduce -78.5% | 1,777 | $39K |
| Mather Group, Llc. | 0.00% | Add +49.2% | 1,353 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 830 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 649 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +122.6% | 503 | $11K |
| Eastern Bank | 0.00% | New | 445 | $10K |
| Morgan Stanley | 0.00% | New | 345 | $8K |
| NewEdge Advisors, LLC | 0.00% | New | 249 | $6K |
| JPMorgan Chase & Co. | 0.00% | New | 130 | $3K |
| Comerica Bank | 0.00% | New | 60 | $1K |
"% of holder's portfolio" is HGER's weight in each manager's 13F, not the share of Harbor Commodity All Weather the manager owns.