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
SHP Wealth Management 0.13% Add +83.0% 56,501 $1.8M
Opus Financial Solutions LLC 1.64% Add +106.8% 56,006 $1.7M
Cerity Partners LLC 0.00% Reduce -34.7% 54,448 $1.7M
Richmond Investment Services, LLC 0.27% New 53,156 $1.6M
Synergy Asset Management, LLC 0.16% New 49,814 $1.5M
Per Stirling Capital Management, LLC. 0.16% New 47,991 $1.5M
Vise Technologies, Inc. 0.03% No change 59,927 $1.5M
Susquehanna International Group, LLP 0.00% New 43,603 $1.4M
Marshall & Sterling Wealth Advisors Inc. 0.85% New 41,732 $1.3M
IHT Wealth Management, LLC 0.03% Add +0.9% 41,676 $1.3M
Ackerman Capital Advisors, LLC 0.26% Add +7.9% 40,241 $1.2M
Bank of New York Mellon Corp 0.00% Add +77.0% 40,110 $1.2M
Cyndeo Wealth Partners, LLC 0.06% Add +7.0% 39,391 $1.2M
Fifth Third Bancorp 0.00% New 36,639 $1.1M
Worth Financial Advisory Group, LLC 0.48% Reduce -95.7% 1,750 $1.1M
Advisory Services Network, LLC 0.01% New 35,018 $1.1M
HM Payson & Co. 0.02% Reduce -13.5% 34,592 $1.1M
Vicus Capital 0.08% Add +5.5% 34,184 $1.1M
SK Wealth Management, LLC 0.28% Add +6.4% 32,186 $1.0M
Lake Street Private Wealth, LLC 0.13% Add +4.8% 32,454 $1.0M
Arkadios Wealth Advisors 0.02% Add +5.2% 32,442 $1.0M
Wallace Advisory Group, LLC 1.06% Reduce -25.5% 31,919 $990K
Corient Private Wealth LP 0.00% Reduce -9.3% 30,349 $941K
Meridian Wealth Management, LLC 0.03% Add +9.0% 30,143 $935K
Outlook Wealth Advisors, LLC 0.22% Add +55.3% 29,538 $916K
Flow Traders U.S. LLC 0.03% New 29,386 $911K
Hershey Financial Advisers, LLC 0.74% New 27,719 $860K
STAR Financial Bank 0.40% Add +47.6% 27,313 $847K
OneAscent Family Office, LLC 0.57% Reduce -7.1% 26,480 $821K
Greenwood Capital Associates LLC 0.09% Add +22.3% 26,424 $819K
Sheets Smith Wealth Management 0.09% Reduce -1.7% 26,066 $808K
Darden Wealth Group Inc 0.37% New 23,675 $734K
Integrated Wealth Concepts LLC 0.01% New 23,069 $715K
OneAscent Wealth Management LLC 0.23% Reduce -8.0% 22,781 $706K
Worth Asset Management, LLC 0.26% Add +61.5% 22,570 $700K
JT Stratford LLC 0.09% New 22,461 $697K
Stillwater Private Wealth, LLC 0.57% — 21,821 $676K
Morgan Stanley 0.00% Add +41.3% 21,321 $661K
Qube Research & Technologies Ltd 0.00% New 20,961 $650K
Matrix Trust Co 0.11% Reduce -53.0% 20,437 $633K
CreativeOne Wealth, LLC 0.01% Add +5.0% 19,333 $600K
Presidio Capital Management, LLC 0.17% Add +0.5% 19,313 $599K
CGN Advisors LLC 0.05% Add +4.8% 18,777 $582K
Farther Finance Advisors, LLC 0.01% Add +11042.8% 18,497 $575K
Almanack Investment Partners, LLC. 0.09% New 17,004 $527K
Whittier Trust Co. 0.01% New 16,640 $522K
Northeast Planning Associates, Inc. / NH / 0.35% New 16,739 $519K
Trustmark Bank Trust Department 0.03% New 16,567 $514K
Fragasso Financial Advisors Inc 0.03% New 16,160 $507K
Financial Network Wealth Advisors LLC 0.52% Reduce -21.2% 16,315 $506K
Level Four Advisory Services, LLC 0.02% Add +1.2% 16,232 $503K
Advisory Alpha, LLC 0.01% Reduce -0.0% 16,199 $502K
Visionary Wealth Advisors 0.02% Reduce -77.3% 16,136 $500K
KWB Wealth 0.05% Reduce -2.1% 19,159 $476K
Prosperity Consulting Group, LLC 0.02% Reduce -38.0% 15,194 $471K
Norden Group LLC 0.05% Reduce -38.3% 15,141 $470K
Rossby Financial, LCC 0.10% New 15,069 $468K
Vavra Capital Management, LLC 0.45% New 14,931 $463K
Financial Management Network Inc. 0.07% Reduce -11.3% 14,572 $451K
Diversify Wealth Management, LLC 0.01% New 13,751 $446K
CIBC Bancorp USA Inc. 0.00% — 13,999 $434K
Belpointe Asset Management LLC 0.02% New 13,611 $422K
PFG Investments, LLC 0.02% Add +32.1% 13,240 $411K
NewEdge Wealth, LLC 0.00% No change 13,232 $410K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% New 13,113 $407K
Aventura Private Wealth, LLC 0.15% Reduce -12.2% 12,809 $397K
Entelevest, LLC 0.39% New 12,292 $381K
4J Wealth Management LLC 0.21% Add +16.0% 11,789 $366K
Gibbs Wealth Management 0.05% Reduce -12.2% 11,694 $363K
Focused Alpha, LLC 0.11% Add +3.6% 11,246 $349K
Mercer Global Advisors Inc. 0.00% Add +18.1% 10,633 $330K
Nations Financial Group Inc, /Ia/ 0.02% Add +29.4% 10,435 $324K
Trajan Wealth LLC 0.01% Reduce -3.7% 9,954 $309K
Englebert Financial Advisers, LLC 0.30% Reduce -69.3% 8,605 $267K
Mgo One Seven LLC 0.01% New 8,443 $262K
Harvest Investment Services, LLC 0.05% Reduce -37.5% 8,441 $262K
Family Office Research LLC 0.11% New 8,195 $254K
Eagle Strategies LLC 0.03% New 8,063 $250K
Eastern Bank 0.00% Add +29.1% 7,458 $231K
Regimen Wealth, LLC 0.06% Reduce -27.3% 6,899 $214K
Synergy Investment Management, LLC 0.05% New 4,738 $147K
International Assets Investment Management, LLC 0.01% No change 4,090 $127K
Capital Analysts, LLC 0.00% Reduce -3.2% 3,181 $98K
Harbour Investments, Inc. 0.00% No change 3,077 $95K
Atlantic Union Bankshares Corp 0.00% No change 2,975 $92K
US Bancorp \de 0.00% Add +605.7% 2,971 $92K
MAI Capital Management 0.00% Add +421.1% 2,319 $72K
BlackRock, Inc. 0.00% Add +156.2% 1,686 $52K
Birchwood Financial Partners, Inc. 0.05% New 1,589 $49K
Westside Investment Management, Inc. 0.01% New 1,300 $40K
Mather Group, Llc. 0.00% New 1,212 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 777 $24K
Quest 10 Wealth Builders, Inc. 0.02% New 650 $20K
NewEdge Advisors, LLC 0.00% Reduce -39.6% 500 $16K
Old Second National Bank of Aurora 0.00% No change 455 $14K
Lloyd Advisory Services, LLC. 0.00% New 330 $10K
Kingdom Financial Group LLC. 0.00% New 330 $10K
Burkett Financial Services, LLC 0.00% New 218 $7K
Evermay Wealth Management LLC 0.00% New 165 $5K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 165 $5K
JNBA Financial Advisors 0.00% New 36 $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.