AELV HARBOR ETF TRUST
FollowALPHAEDGE LARGE (fund)
3 managers (3 13F filers) reported a position in AELV shares at 2026-06-30, 79,222 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 3
- 13F filers
- 3
- New
- 1
- Added
- 0
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 79,222
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 79,096 | $2.09M | 0.21% | -84 | 13F-HRTimeline |
| UBS AM, a distinct business unit of UBS…in group UBS Group AG | 88 | $2.32K | <0.01% | 0 | 13F-HRTimelineGroup |
| Arax Advisory Partners | 38 | $1K | <0.01% | new | 13F-HRTimeline |