Harbor Commodity All WeatherHGERETF
13F holders, Q2 2025 (June 30)88holders +9
22new positions
13sold out
$24.27avg. 13F price*
At the end of Q2 2025, 88 institutions reported holding Harbor Commodity All Weather (HGER) in their 13F filings, up 9 from Q1 2025. 22 opened new positions and 13 sold out. The largest holders were Raymond James Financial Inc. ($28.4M), Great Lakes Advisors, LLC ($28.2M) and Horizon Advisory Services, Inc. ($27.5M).
- Company
- Harbor Commodity All Weather
- CUSIP
- 41151J505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $49.1M |
| Exits | 13 | $10.3M |
All 13F filers, Q1 2025 → Q2 2025: 4,161,513 shares bought and 1,392,309 shares sold, net +2,769,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Raymond James Financial Inc. | 0.01% | Add +21.7% | 1,167,543 | $28.4M |
| Great Lakes Advisors, LLC | 0.24% | Reduce -5.8% | 1,159,518 | $28.2M |
| Horizon Advisory Services, Inc. | 14.80% | Reduce -1.5% | 1,132,567 | $27.5M |
| Synovus Financial Corp. | 0.34% | Add +16.0% | 1,131,219 | $27.5M |
| New Harbor Financial Group, LLC | 6.02% | Add +1.6% | 1,080,982 | $26.3M |
| Bank of America Corp. | 0.00% | New | 901,163 | $21.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +95.1% | 816,641 | $19.8M |
| 3EDGE Asset Management, LP | 1.08% | Reduce -48.2% | 718,699 | $17.3M |
| Inspirion Wealth Advisors, LLC | 1.82% | Add +3.4% | 566,484 | $13.8M |
| Sowa Financial Group, Inc. | 7.10% | Add +114.9% | 468,161 | $11.4M |
| Ellsworth Advisors, LLC | 2.35% | Add +51.4% | 396,738 | $9.6M |
| Private Advisor Group, LLC | 0.05% | Add +32.4% | 377,649 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.6% | 329,652 | $8.0M |
| Aprio Wealth Management, LLC | 0.85% | New | 310,802 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.0% | 270,895 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +223.7% | 255,851 | $6.2M |
| Csenge Advisory Group | 0.31% | Add +64.7% | 246,171 | $5.8M |
| Vident Advisory, LLC | 0.06% | New | 232,856 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -19.3% | 206,599 | $5.0M |
| tru Independence LLC | 1.42% | Add +21.0% | 201,657 | $4.9M |
| Arkadios Wealth Advisors | 0.14% | Reduce -6.7% | 192,994 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +11.6% | 188,236 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | New | 183,841 | $4.5M |
| Empire Financial Management Company, LLC | 1.06% | Add +0.4% | 151,156 | $3.7M |
| Sagard Holdings Management Inc. | 10.02% | — | 147,462 | $3.6M |
| Perennial Investment Advisors, LLC | 0.34% | Add +10.9% | 144,876 | $3.5M |
| MBL Wealth, LLC | 0.33% | Add +31.8% | 143,524 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +62.4% | 136,353 | $3.3M |
| LPL Financial LLC | 0.00% | Add +418.3% | 134,972 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +533.9% | 127,161 | $3.1M |
| Planwiser Financial, LLC | 2.43% | Add +12.6% | 115,079 | $2.9M |
| Weil Company, Inc. | 0.68% | New | 106,394 | $2.6M |
| Nvwm, LLC | 0.54% | Add +36.6% | 91,715 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +191.1% | 78,862 | $1.9M |
| Twelve Points Wealth Management LLC | 0.50% | Add +5.3% | 76,682 | $1.9M |
| Platform Technology Partners | 0.47% | Add +12.0% | 73,521 | $1.8M |
| Moneco Advisors, LLC | 0.16% | Reduce -1.4% | 72,646 | $1.8M |
| IFP Advisors, Inc | 0.05% | Reduce -17.0% | 67,757 | $1.6M |
| Exchange Traded Concepts, LLC | 0.02% | Add +25.6% | 63,752 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.3% | 62,673 | $1.5M |
| Harbor Investment Advisory, LLC | 0.13% | Add +23.1% | 61,782 | $1.5M |
| IronOak Wealth LLC. | 1.45% | — | 61,616 | $1.5M |
| Channel Wealth LLC | 0.42% | Reduce -32.6% | 61,197 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.19% | New | 55,500 | $1.3M |
| Proactive Wealth Strategies LLC | 0.61% | New | 52,893 | $1.3M |
| OneAscent Financial Services LLC | 0.09% | Reduce -14.9% | 50,986 | $1.2M |
| Northcape Wealth Management, LLC | 0.33% | Add +4.4% | 45,172 | $1.1M |
| World Investment Advisors | 0.02% | Add +7.9% | 40,615 | $987K |
| Ackerman Capital Advisors, LLC | 0.21% | New | 36,651 | $890K |
| 4J Wealth Management LLC | 0.59% | New | 35,946 | $873K |
| Flow Traders U.S. LLC | 0.03% | Add +91.2% | 34,005 | $826K |
| Worth Financial Advisory Group, LLC | 0.50% | Add +79.3% | 33,790 | $821K |
| Royal Bank of Canada | 0.00% | New | 28,644 | $696K |
| Jane Street Group, LLC | 0.00% | Reduce -19.8% | 26,654 | $647K |
| Vicus Capital | 0.05% | Add +47.2% | 25,284 | $614K |
| Harvest Investment Services, LLC | 0.12% | Add +18.9% | 21,584 | $524K |
| Lake Street Private Wealth, LLC | 0.07% | Add +29.9% | 20,529 | $499K |
| OneAscent Wealth Management LLC | 0.18% | Reduce -5.9% | 19,656 | $477K |
| Atria Investments, Inc | 0.01% | Reduce -14.1% | 18,877 | $459K |
| CreativeOne Wealth, LLC | 0.01% | New | 18,768 | $456K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.7% | 16,268 | $395K |
| CGN Advisors LLC | 0.03% | Add +2.2% | 15,766 | $383K |
| Susquehanna International Group, LLP | 0.00% | New | 15,377 | $374K |
| Trajan Wealth LLC | 0.02% | Reduce -16.3% | 14,927 | $363K |
| Level Four Advisory Services, LLC | 0.01% | New | 14,577 | $354K |
| Wallace Advisory Group, LLC | 0.26% | Reduce -5.3% | 14,688 | $353K |
| NewEdge Wealth, LLC | 0.01% | New | 13,232 | $323K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.3% | 12,920 | $314K |
| OneAscent Family Office, LLC | 0.29% | Add +24.4% | 12,539 | $305K |
| Advisor OS, LLC | 0.03% | No change | 10,436 | $253K |
| Sheets Smith Wealth Management | 0.03% | New | 10,330 | $251K |
| CIBC Private Wealth Group LLC | 0.00% | Add +62.2% | 9,152 | $222K |
| Matrix Trust Co | 0.02% | Reduce -77.2% | 5,943 | $144K |
| Eastern Bank | 0.00% | Add +95.1% | 3,432 | $83K |
| Harbour Investments, Inc. | 0.00% | No change | 3,077 | $75K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,975 | $72K |
| Global Retirement Partners, LLC | 0.00% | — | 2,069 | $50K |
| Kiker Wealth Management, LLC | 0.02% | Reduce -40.1% | 1,713 | $42K |
| Allworth Financial LP | 0.00% | New | 1,300 | $32K |
| Centricity Wealth Management, LLC | 0.02% | New | 847 | $21K |
| US Bancorp \de | 0.00% | No change | 421 | $10K |
| NewEdge Advisors, LLC | 0.00% | New | 420 | $10K |
| Assetmark, Inc. | 0.00% | New | 235 | $6K |
| MAI Capital Management | 0.00% | New | 200 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 166 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -98.4% | 94 | $2K |
| Comerica Bank | 0.00% | No change | 60 | $1K |
| Morgan Stanley | 0.00% | Reduce -99.9% | 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.