Harbor Commodity All WeatherHGERETF

13F holders, Q4 2025 (December 31)
165holders +51
48new positions
3sold out
$24.84avg. 13F price*

At the end of Q4 2025, 165 institutions reported holding Harbor Commodity All Weather (HGER) in their 13F filings, up 51 from Q3 2025. 48 opened new positions and 3 sold out. The largest holders were Wells Fargo & Company ($351.5M), 3EDGE Asset Management, LP ($115.2M) and Bank of America Corp. ($95.9M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions48$49.2M
Exits3$600K

All 13F filers, Q3 2025 → Q4 2025: 26,129,657 shares bought and 442,047 shares sold, net +25,687,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

Wells Fargo & Company 0.07% Add +1744.1% 14,161,864 $351.5M
3EDGE Asset Management, LP 5.98% Add +128.4% 4,640,308 $115.2M
Bank of America Corp. 0.01% Add +38.7% 3,862,066 $95.9M
Great Lakes Advisors, LLC 0.54% Add +6.7% 2,669,646 $66.3M
Raymond James Financial Inc. 0.01% Add +16.9% 1,756,095 $43.6M
LPL Financial LLC 0.01% Add +108.7% 1,632,885 $40.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +51.5% 1,542,772 $38.3M
Pinnacle Financial Partners, Inc. 0.25% — 1,337,029 $33.2M
Private Advisor Group, LLC 0.15% Add +122.0% 1,298,685 $32.2M
Horizon Advisory Services, Inc. 14.88% Add +4.5% 1,185,205 $29.4M
New Harbor Financial Group, LLC 5.36% Add +4.3% 1,178,496 $29.3M
Commonwealth Equity Services, LLC 0.03% Reduce -0.4% 903,130 $22.4M
Assetmark, Inc. 0.04% Add +367638.7% 864,186 $21.4M
HighTower Advisors, LLC 0.02% Add +5.6% 630,919 $15.7M
Inspirion Wealth Advisors, LLC 1.83% Add +35.8% 602,939 $15.0M
Aprio Wealth Management, LLC 0.85% Add +15.9% 598,480 $14.9M
CENTRAL TRUST Co 0.28% Add +112.3% 578,724 $14.4M
Sowa Financial Group, Inc. 7.27% Add +11.2% 562,550 $14.0M
Cambridge Investment Research Advisors, Inc. 0.04% Add +54.5% 551,150 $13.7M
Ellsworth Advisors, LLC 2.67% Add +22.4% 525,330 $13.5M
Royal Bank of Canada 0.00% Add +1073.4% 447,625 $11.1M
Vident Advisory, LLC 0.09% Add +207.3% 392,100 $9.7M
Compound Planning, Inc. 0.27% New 373,092 $9.3M
Janney Montgomery Scott LLC 0.02% Add +5.8% 361,507 $9.0M
Sanctuary Advisors, LLC 0.05% Add +28.0% 357,006 $8.9M
Csenge Advisory Group 0.39% Add +16.6% 347,836 $8.6M
Oppenheimer & Co. Inc. 0.12% Add +11.9% 333,444 $8.3M
Stratos Wealth Partners, LTD. 0.08% Add +2534.2% 281,855 $7.0M
tru Independence LLC 1.65% Add +18.7% 262,957 $6.5M
Fig Financial Advisory Services Inc. 4.07% Add +106.3% 258,837 $6.4M
Ethos Financial Group, LLC 0.47% New 254,696 $6.3M
Cetera Investment Advisers 0.01% Add +10.6% 241,532 $6.0M
Envestnet Asset Management Inc. 0.00% Add +6.5% 236,145 $5.9M
Northcape Wealth Management, LLC 1.60% Add +283.6% 227,495 $5.6M
Mariner, LLC 0.01% Add +32.7% 214,458 $5.3M
MBL Wealth, LLC 0.42% Add +11.6% 212,511 $5.3M
Nvest Wealth Strategies, Inc. 3.64% — 198,185 $4.9M
Sunrise Financial Services, LLC 3.56% — 190,105 $4.7M
Beta Wealth Group, Inc. 1.86% Reduce -1.3% 186,022 $4.6M
Great Valley Advisor Group, Inc. 0.09% Add +0.9% 184,807 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1231.2% 170,272 $4.3M
MML Investors Services, LLC 0.01% Reduce -7.2% 159,702 $4.0M
Perennial Investment Advisors, LLC 0.31% Add +10.2% 159,111 $3.9M
Channel Wealth LLC 1.00% Add +76.5% 159,028 $3.9M
Flynn Zito Capital Management, LLC 1.41% Add +4.2% 158,950 $3.9M
Steward Partners Investment Advisory, LLC 0.02% Reduce -1.3% 151,881 $3.8M
Osaic Holdings, Inc. 0.01% Add +34.7% 150,902 $3.7M
Empire Financial Management Company, LLC 0.81% Reduce -1.2% 150,014 $3.7M
Weil Company, Inc. 0.84% Add +18.7% 146,639 $3.6M
Planwiser Financial, LLC 2.71% Add +24.7% 136,621 $3.6M
Nvwm, LLC 0.76% Add +45.2% 140,743 $3.5M
Randall & Associates Wealth Management 2.38% New 138,204 $3.4M
Alliance Wealth Advisors, LLC 0.73% Add +58.0% 136,466 $3.4M
Econ Financial Services Corp 1.69% New 136,017 $3.4M
Truist Financial Corp. 0.00% Add +2.5% 132,885 $3.3M
Portside Wealth Group, LLC 0.44% Add +136.3% 129,864 $3.2M
Echo45 Advisors LLC 1.80% New 127,402 $3.2M
Twelve Points Wealth Management LLC 0.68% Add +16.1% 118,478 $3.0M
Axxcess Wealth Management, LLC 0.05% New 113,751 $2.8M
SFG Wealth Management, LLC. 1.10% Add +34.1% 113,281 $2.8M
Twin Focus Capital Partners, LLC 0.31% Add +92.5% 106,842 $2.7M
Platform Technology Partners 0.56% Add +18.2% 106,192 $2.6M
Certior Financial Group, LLC 1.66% Add +108.7% 98,157 $2.4M
Fsa Wealth Partners, Inc. 0.80% Add +125.1% 89,751 $2.2M
Merit Financial Group, LLC 0.02% New 88,207 $2.2M
Moneco Advisors, LLC 0.17% Add +12.3% 87,723 $2.2M
Cerity Partners LLC 0.00% Add +102.3% 83,419 $2.1M
Proactive Wealth Strategies LLC 0.76% Add +25.4% 77,212 $1.9M
Harbor Investment Advisory, LLC 0.14% Reduce -2.7% 72,922 $1.8M
OneAscent Financial Services LLC 0.16% Reduce -1.5% 71,711 $1.8M
Visionary Wealth Advisors 0.08% Add +798.9% 71,011 $1.8M
Arete Wealth Advisors, LLC 0.12% Add +100.6% 67,510 $1.7M
Courier Capital LLC 0.09% New 66,340 $1.6M
Exchange Traded Concepts, LLC 0.01% No change 63,752 $1.6M
IFP Advisors, Inc 0.03% Add +0.1% 62,573 $1.6M
Vise Technologies, Inc. 0.03% New 59,927 $1.5M
Avestar Capital, LLC 0.10% New 57,321 $1.4M
Genesis Private Wealth, LLC 0.44% New 56,603 $1.4M
World Investment Advisors 0.02% Add +37.5% 55,827 $1.4M
Kathmere Capital Management, LLC 0.09% New 53,303 $1.3M
Cary Street Partners Financial LLC 0.03% Add +67.7% 49,745 $1.2M
IHT Wealth Management, LLC 0.03% Reduce -8.3% 41,320 $1.1M
Matrix Trust Co 0.18% Add +117.3% 43,446 $1.1M
Wallace Advisory Group, LLC 1.12% New 42,868 $1.1M
Worth Financial Advisory Group, LLC 0.49% Add +10.5% 40,926 $1.0M
HM Payson & Co. 0.01% New 40,000 $993K
Ackerman Capital Advisors, LLC 0.19% Reduce -1.1% 37,299 $926K
Cyndeo Wealth Partners, LLC 0.05% New 36,801 $913K
SK Wealth Management, LLC 0.24% New 30,252 $853K
Corient Private Wealth LP 0.00% Add +22.3% 33,465 $831K
Vicus Capital 0.06% Add +16.4% 32,396 $804K
Comerica Bank 0.00% Add +70.4% 31,463 $781K
Lake Street Private Wealth, LLC 0.09% Add +46.4% 30,958 $768K
SHP Wealth Management 0.06% — 30,876 $766K
Arkadios Wealth Advisors 0.02% Reduce -87.4% 30,833 $765K
OneAscent Family Office, LLC 0.48% Add +59.1% 28,496 $707K
Englebert Financial Advisers, LLC 0.80% — 27,996 $695K
Meridian Wealth Management, LLC 0.02% New 27,657 $686K
Opus Financial Solutions LLC 0.63% — 27,087 $672K
Sheets Smith Wealth Management 0.07% Add +156.7% 26,516 $658K
Coastal Bridge Advisors, LLC 0.05% New 26,091 $648K
Atria Investments, Inc 0.01% Reduce -3.0% 25,093 $623K
OneAscent Wealth Management LLC 0.20% Add +4.0% 24,767 $615K
&partners 0.00% Add +96.6% 24,533 $609K
Norden Group LLC 0.06% Add +92.2% 24,532 $609K
Prosperity Consulting Group, LLC 0.03% Add +73.0% 24,499 $608K
VestGen Advisors, LLC 0.02% New 23,327 $579K
Advisor OS, LLC 0.05% Add +42.7% 22,863 $567K
Bank of New York Mellon Corp 0.00% New 22,658 $562K
Greenwood Capital Associates LLC 0.06% New 21,609 $536K
Clarity Retirement & Wealth, LLC 0.47% — 21,478 $533K
Baird Financial Group, Inc. 0.00% Add +5.1% 20,705 $514K
Financial Network Wealth Advisors LLC 0.54% Add +129.0% 20,697 $514K
KWB Wealth 0.05% New 19,568 $486K
Presidio Capital Management, LLC 0.14% Add +30.2% 19,211 $477K
Outlook Wealth Advisors, LLC 0.11% New 19,021 $472K
STAR Financial Bank 0.23% Add +7.2% 18,510 $459K
CreativeOne Wealth, LLC 0.01% Reduce -11.8% 18,416 $457K
CGN Advisors LLC 0.04% Add +6.8% 17,921 $445K
Financial Management Network Inc. 0.06% New 16,423 $405K
Advisory Alpha, LLC 0.01% Reduce -1.3% 16,201 $402K
Level Four Advisory Services, LLC 0.01% Reduce -0.6% 16,035 $398K
Kestra Advisory Services, LLC 0.00% New 15,421 $383K
Morgan Stanley 0.00% Add +141.6% 15,085 $374K
Diversify Advisory Services, LLC 0.01% New 14,358 $369K
Aventura Private Wealth, LLC 0.13% New 14,593 $362K
CIBC Private Wealth Group LLC 0.00% Reduce -3.0% 13,999 $347K
Worth Asset Management, LLC 0.15% New 13,975 $347K
Silvercrest Asset Management Group LLC 0.00% New 13,892 $345K
Gibbs Wealth Management 0.08% New 13,325 $338K
Harvest Investment Services, LLC 0.06% Add +3.0% 13,516 $335K
NewEdge Wealth, LLC 0.00% No change 13,232 $328K
Nomura Asset Management Co. Ltd. 0.00% New 12,100 $300K
Focused Alpha, LLC 0.08% — 10,855 $269K
Trajan Wealth LLC 0.01% Reduce -7.8% 10,334 $256K
4J Wealth Management LLC 0.14% Add +10.7% 10,164 $252K
PFG Investments, LLC 0.01% Reduce -3.9% 10,021 $249K
Regimen Wealth, LLC 0.07% New 9,495 $236K
Mercer Global Advisors Inc. 0.00% New 9,001 $223K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -95.3% 8,065 $200K
Global Retirement Partners, LLC 0.00% Reduce -52.4% 5,946 $148K
Eastern Bank 0.00% Add +24.6% 5,778 $143K
International Assets Investment Management, LLC 0.01% New 4,090 $102K
Capital Analysts, LLC 0.00% Add +0.8% 3,285 $81K
Harbour Investments, Inc. 0.00% No change 3,077 $76K
Atlantic Union Bankshares Corp 0.00% No change 2,975 $74K
Litman Gregory Wealth Management LLC 0.00% New 1,990 $49K
Pinnacle Wealth Planning Services, Inc. 0.00% New 1,121 $28K
NewEdge Advisors, LLC 0.00% Add +27.8% 828 $21K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 777 $19K
Creative Capital Management Investments LLC 0.01% New 677 $17K
BlackRock, Inc. 0.00% New 658 $16K
Flagship Harbor Advisors, LLC 0.00% New 588 $15K
Old Second National Bank of Aurora 0.00% New 455 $11K
MAI Capital Management 0.00% Reduce -27.6% 445 $11K
US Bancorp \de 0.00% No change 421 $10K
UBS Group AG 0.00% No change 289 $7K
Palouse Capital Management, Inc. 0.00% New 183 $5K
Farther Finance Advisors, LLC 0.00% No change 166 $4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 165 $4K
Rockefeller Capital Management L.P. 0.00% New 140 $3K
JPMorgan Chase & Co. 0.00% New 121 $3K
Jones Financial Companies LLLP 0.00% New 116 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 101 $3K
Johnson Financial Group, Inc. 0.00% New 75 $2K

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