Harbor Commodity All WeatherHGERETF
13F holders, Q1 2025 (March 31)79holders +8
14new positions
5sold out
$24.03avg. 13F price*
At the end of Q1 2025, 79 institutions reported holding Harbor Commodity All Weather (HGER) in their 13F filings, up 8 from Q4 2024. 14 opened new positions and 5 sold out. The largest holders were 3EDGE Asset Management, LP ($33.2M), Great Lakes Advisors, LLC ($29.6M) and Horizon Advisory Services, Inc. ($27.7M).
- Company
- Harbor Commodity All Weather
- CUSIP
- 41151J505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $51.3M |
| Exits | 5 | $23.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,798,770 shares bought and 1,634,388 shares sold, net +1,164,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| 3EDGE Asset Management, LP | 2.26% | Reduce -5.4% | 1,387,447 | $33.2M |
| Great Lakes Advisors, LLC | 0.26% | New | 1,230,498 | $29.6M |
| Horizon Advisory Services, Inc. | 15.65% | Reduce -0.9% | 1,150,292 | $27.7M |
| New Harbor Financial Group, LLC | 6.80% | Add +0.9% | 1,063,490 | $25.6M |
| Synovus Financial Corp. | 0.30% | Add +0.3% | 975,391 | $23.5M |
| Raymond James Financial Inc. | 0.01% | Add +31.6% | 959,578 | $23.1M |
| Inspirion Wealth Advisors, LLC | 1.83% | Add +9.3% | 547,798 | $13.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 418,549 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -25.9% | 327,603 | $7.9M |
| Private Advisor Group, LLC | 0.04% | New | 285,231 | $6.9M |
| Ellsworth Advisors, LLC | 1.65% | Add +0.2% | 262,060 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -29.7% | 255,901 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -13.6% | 241,798 | $5.8M |
| Sowa Financial Group, Inc. | 3.44% | Add +6.1% | 217,828 | $5.2M |
| Arkadios Wealth Advisors | 0.19% | Add +8.7% | 206,823 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -4.9% | 168,646 | $4.1M |
| tru Independence LLC | 1.24% | New | 166,663 | $4.0M |
| Grayhawk Investment Strategies Inc. | 8.91% | Reduce -14.9% | 162,782 | $3.9M |
| Townsquare Capital LLC | 0.04% | Add +1.3% | 153,118 | $3.7M |
| Empire Financial Management Company, LLC | 1.12% | Add +0.2% | 150,500 | $3.6M |
| Csenge Advisory Group | 0.20% | New | 149,502 | $3.6M |
| Perennial Investment Advisors, LLC | 0.35% | New | 130,676 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +2900.0% | 110,429 | $2.7M |
| MBL Wealth, LLC | 0.27% | Add +48.9% | 108,939 | $2.6M |
| Planwiser Financial, LLC | 2.18% | — | 102,204 | $2.4M |
| Channel Wealth LLC | 0.68% | Add +3.9% | 90,850 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.2% | 83,969 | $2.0M |
| IFP Advisors, Inc | 0.06% | Reduce -2.4% | 81,662 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.1% | 79,047 | $1.9M |
| Virtue Capital Management, LLC | 0.21% | New | 76,169 | $1.8M |
| Moneco Advisors, LLC | 0.18% | Add +7.7% | 73,650 | $1.8M |
| Twelve Points Wealth Management LLC | 0.48% | Add +1.7% | 72,811 | $1.8M |
| Nvwm, LLC | 0.43% | Add +267.9% | 67,128 | $1.6M |
| Platform Technology Partners | 0.46% | Add +22.0% | 65,649 | $1.6M |
| OneAscent Financial Services LLC | 0.09% | Reduce -12.6% | 59,924 | $1.4M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -6.4% | 50,776 | $1.2M |
| Harbor Investment Advisory, LLC | 0.12% | Add +7.1% | 50,210 | $1.2M |
| Northcape Wealth Management, LLC | 0.34% | Add +201.5% | 43,265 | $1.0M |
| Alliance Wealth Advisors, LLC | 0.27% | Add +11.1% | 42,294 | $1.0M |
| World Investment Advisors | 0.02% | Add +1.9% | 37,626 | $905K |
| Jane Street Group, LLC | 0.00% | Add +249.6% | 33,227 | $799K |
| Portside Wealth Group, LLC | 0.13% | Add +6.9% | 32,753 | $788K |
| Certior Financial Group, LLC | 0.54% | Reduce -2.8% | 27,306 | $657K |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 27,088 | $651K |
| Matrix Trust Co | 0.11% | Add +112.7% | 26,093 | $628K |
| LPL Financial LLC | 0.00% | New | 26,042 | $626K |
| Atria Investments, Inc | 0.01% | Reduce -78.8% | 21,987 | $529K |
| Cerity Partners LLC | 0.00% | Add +3.2% | 21,673 | $521K |
| SFG Wealth Management, LLC. | 0.25% | New | 21,306 | $512K |
| OneAscent Wealth Management LLC | 0.22% | Reduce -16.5% | 20,888 | $502K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2316.8% | 20,059 | $482K |
| Worth Financial Advisory Group, LLC | 0.29% | New | 18,841 | $453K |
| Harvest Investment Services, LLC | 0.12% | Add +40.2% | 18,159 | $437K |
| Trajan Wealth LLC | 0.02% | Reduce -20.2% | 17,825 | $429K |
| Flow Traders U.S. LLC | 0.02% | Reduce -57.0% | 17,782 | $428K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 17,725 | $426K |
| Vicus Capital | 0.04% | Add +30.7% | 17,173 | $413K |
| Advisory Alpha, LLC | 0.01% | Add +9.1% | 16,724 | $402K |
| Lake Street Private Wealth, LLC | 0.06% | New | 15,803 | $380K |
| CGN Advisors LLC | 0.04% | Reduce -2.7% | 15,425 | $371K |
| Wallace Advisory Group, LLC | 0.24% | Reduce -2.2% | 15,504 | $343K |
| IHT Wealth Management, LLC | 0.01% | Reduce -70.1% | 12,957 | $308K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -13.1% | 10,613 | $255K |
| Palumbo Wealth Management LLC | 0.08% | Reduce -8.4% | 10,531 | $253K |
| Advisor OS, LLC | 0.03% | No change | 10,436 | $251K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,271 | $247K |
| OneAscent Family Office, LLC | 0.23% | Reduce -18.5% | 10,076 | $242K |
| Financial Network Wealth Advisors LLC | 0.18% | Add +228.1% | 5,830 | $140K |
| CIBC Private Wealth Group LLC | 0.00% | New | 5,642 | $125K |
| Harbour Investments, Inc. | 0.00% | New | 3,077 | $74K |
| Sandy Spring Bank | 0.00% | Add +9.2% | 2,975 | $72K |
| Kiker Wealth Management, LLC | 0.05% | New | 2,862 | $69K |
| Continuum Advisory, LLC | 0.01% | No change | 1,824 | $44K |
| Eastern Bank | 0.00% | Add +295.3% | 1,759 | $42K |
| Morgan Stanley | 0.00% | Add +299.1% | 1,377 | $33K |
| Mather Group, Llc. | 0.00% | No change | 1,353 | $33K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +2.4% | 515 | $12K |
| US Bancorp \de | 0.00% | New | 421 | $10K |
| Comerica Bank | 0.00% | No change | 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.