Harbor Commodity All WeatherHGERETF

13F holders, Q1 2026 (March 31)
201holders +36
53new positions
15sold out
$31.02avg. 13F price*

At the end of Q1 2026, 201 institutions reported holding Harbor Commodity All Weather (HGER) in their 13F filings, up 36 from Q4 2025. 53 opened new positions and 15 sold out. The largest holders were Wells Fargo & Company ($542.3M), Bank of America Corp. ($325.4M) and JPMorgan Chase & Co. ($304.1M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions53$126.4M
Exits15$7.8M

All 13F filers, Q4 2025 → Q1 2026: 32,012,829 shares bought and 2,951,512 shares sold, net +29,061,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 201 holders

Wells Fargo & Company 0.11% Add +23.5% 17,486,881 $542.3M
Bank of America Corp. 0.02% Add +171.7% 10,492,393 $325.4M
JPMorgan Chase & Co. 0.02% Add +8116382.6% 9,820,944 $304.1M
Great Lakes Advisors, LLC 0.99% Add +43.6% 3,834,178 $118.9M
3EDGE Asset Management, LP 5.02% Reduce -27.8% 3,349,886 $103.8M
LPL Financial LLC 0.02% Add +74.2% 2,844,849 $88.2M
Northwestern Mutual Wealth Management Co. 0.05% Add +57.8% 2,434,687 $75.5M
Raymond James Financial Inc. 0.02% Add +27.5% 2,238,529 $69.4M
Pinnacle Financial Partners, Inc. 0.32% Reduce -0.0% 1,336,589 $41.5M
HighTower Advisors, LLC 0.04% Add +98.1% 1,250,098 $38.8M
New Harbor Financial Group, LLC 6.91% Add +4.2% 1,228,121 $38.1M
Private Advisor Group, LLC 0.17% Reduce -11.2% 1,153,539 $35.8M
Assetmark, Inc. 0.07% Add +20.4% 1,040,792 $32.3M
Horizon Advisory Services, Inc. 15.55% Reduce -17.5% 978,268 $30.3M
Commonwealth Equity Services, LLC 0.04% Add +3.4% 933,466 $28.9M
Sowa Financial Group, Inc. 11.99% Add +38.7% 780,366 $24.2M
CENTRAL TRUST Co 0.46% Add +29.4% 749,155 $23.2M
Inspirion Wealth Advisors, LLC 2.56% Add +10.0% 663,121 $20.6M
Aprio Wealth Management, LLC 1.05% Add +4.1% 622,814 $19.3M
Royal Bank of Canada 0.00% Add +29.8% 581,147 $18.0M
Ellsworth Advisors, LLC 3.36% Add +9.9% 577,276 $17.9M
Advisor OS, LLC 1.29% Add +2409.4% 573,731 $17.8M
MJP Associates Inc. 1.84% New 487,524 $15.1M
Sanctuary Advisors, LLC 0.08% Add +33.3% 475,851 $14.8M
Win Advisors, Inc. 6.65% New 469,067 $14.5M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -17.6% 453,952 $14.1M
Compound Planning, Inc. 0.36% Add +1.8% 379,958 $11.8M
Janney Montgomery Scott LLC 0.03% Add +2.8% 371,558 $11.5M
Mariner, LLC 0.01% Add +70.0% 364,655 $11.3M
Oppenheimer & Co. Inc. 0.13% Add +1.2% 337,543 $10.5M
Blue Trust, Inc. 0.12% New 332,261 $10.3M
Resonant Capital Advisors, LLC 0.53% New 324,751 $10.1M
Stratos Wealth Partners, LTD. 0.12% Add +15.1% 324,507 $10.1M
Northcape Wealth Management, LLC 2.68% Add +39.2% 316,671 $9.8M
Sunrise Financial Services, LLC 6.85% Add +63.8% 311,446 $9.7M
Envestnet Asset Management Inc. 0.00% Add +29.1% 304,770 $9.5M
Csenge Advisory Group 0.42% Reduce -14.4% 297,744 $9.2M
Cetera Investment Advisers 0.01% Add +22.9% 296,771 $9.2M
Ethos Financial Group, LLC 0.67% Add +15.3% 293,574 $9.1M
Great Diamond Partners, LLC 1.68% New 282,220 $8.8M
Guided Capital Wealth Management, LLC 5.11% New 249,881 $7.7M
Concurrent Investment Advisors, LLC 0.08% New 240,709 $7.5M
MBL Wealth, LLC 0.56% Add +12.2% 238,344 $7.4M
tru Independence LLC 3.55% Reduce -11.9% 231,524 $7.2M
Weil Company, Inc. 1.61% Add +57.6% 231,129 $7.2M
MML Investors Services, LLC 0.02% Add +39.7% 223,094 $6.9M
Vident Advisory, LLC 0.06% Reduce -43.8% 220,261 $6.8M
Nvwm, LLC 1.47% Add +50.8% 212,262 $6.6M
Twin Focus Capital Partners, LLC 0.75% Add +96.2% 209,580 $6.5M
Great Valley Advisor Group, Inc. 0.11% Add +8.4% 200,384 $6.2M
Nvest Wealth Strategies, Inc. 4.32% Reduce -0.1% 197,995 $6.1M
Archford Capital Strategies, LLC 0.69% New 195,608 $6.1M
Proactive Wealth Strategies LLC 1.11% Add +145.6% 189,644 $5.9M
VestGen Advisors, LLC 0.16% Add +648.9% 174,702 $5.8M
Beta Wealth Group, Inc. 2.41% Add +1.1% 188,120 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Add +15.1% 174,803 $5.4M
Osaic Holdings, Inc. 0.01% Add +15.6% 174,483 $5.4M
&partners 0.03% Add +603.0% 172,460 $5.3M
D L Carlson Investment Group Inc. 0.89% New 166,051 $5.1M
Perennial Investment Advisors, LLC 0.40% Add +2.1% 162,425 $5.0M
Empire Financial Management Company, LLC 1.07% Add +1.6% 152,454 $4.7M
SFG Wealth Management, LLC. 1.89% Add +30.6% 147,924 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -14.4% 145,817 $4.6M
Randall & Associates Wealth Management 2.97% Add +2.9% 142,162 $4.4M
Fig Financial Advisory Services Inc. 2.73% Reduce -45.5% 141,038 $4.4M
Parr McKnight Wealth Management Group, LLC 0.57% New 140,591 $4.4M
Jane Street Group, LLC 0.00% New 136,440 $4.2M
Axxcess Wealth Management, LLC 0.13% Add +18.5% 134,762 $4.2M
Kestra Advisory Services, LLC 0.02% Add +770.1% 134,174 $4.2M
Atria Investments, Inc 0.05% Add +421.0% 130,724 $4.1M
Twelve Points Wealth Management LLC 0.89% Add +9.8% 130,055 $4.0M
Truist Financial Corp. 0.01% Reduce -2.3% 129,890 $4.0M
Echo45 Advisors LLC 2.20% Reduce -1.1% 126,037 $3.9M
Platform Technology Partners 0.72% Add +14.0% 121,019 $3.8M
Elevation Capital Advisory, LLC 1.57% New 118,960 $3.7M
Channel Wealth LLC 0.89% Reduce -25.6% 118,397 $3.7M
Nomura Asset Management Co. Ltd. 0.01% Add +784.3% 107,000 $3.3M
Planwiser Financial, LLC 2.30% Reduce -25.6% 101,620 $3.2M
Portside Wealth Group, LLC 0.41% Reduce -25.7% 96,473 $3.0M
IFP Advisors, Inc 0.06% Add +47.9% 92,512 $2.9M
Moneco Advisors, LLC 0.22% Add +5.4% 92,461 $2.9M
OneAscent Financial Services LLC 0.15% Add +28.1% 91,893 $2.8M
Fsa Wealth Partners, Inc. 1.34% Add +1.4% 90,973 $2.8M
Cary Street Partners Financial LLC 0.07% Add +80.5% 89,765 $2.8M
Merit Financial Group, LLC 0.02% Add +1.5% 89,518 $2.8M
PCG Wealth Advisors, LLC 0.67% New 85,987 $2.7M
Flynn Zito Capital Management, LLC 0.84% Reduce -46.6% 84,873 $2.6M
Alliance Wealth Advisors, LLC 0.54% Reduce -41.5% 79,845 $2.5M
Harbor Investment Advisory, LLC 0.19% Add +6.9% 77,931 $2.4M
Coastal Bridge Advisors, LLC 0.17% Add +190.1% 75,684 $2.3M
Courier Capital LLC 0.12% Add +7.6% 71,382 $2.2M
Silver Oak Securities, Incorporated 0.16% New 71,364 $2.2M
Certior Financial Group, LLC 1.38% Reduce -28.6% 70,094 $2.2M
Baird Financial Group, Inc. 0.00% Add +217.0% 65,630 $2.0M
Kathmere Capital Management, LLC 0.13% Add +22.7% 65,391 $2.0M
World Investment Advisors 0.03% Add +14.8% 64,069 $2.0M
Exchange Traded Concepts, LLC 0.01% Reduce -4.7% 60,786 $1.9M
Gateway Wealth Partners, LLC 0.07% New 59,304 $1.8M
AE Wealth Management LLC 0.01% New 57,644 $1.8M
Genesis Private Wealth, LLC 0.55% Add +0.1% 56,690 $1.8M

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

Show all 201 holders