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Disclosery

HGER HARBOR ETF TRUST

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COMM ALL WEA ETF (fund)

229 managers (233 13F filers) reported a position in HGER shares at 2026-06-30, 97,666,939 shares in all. 52 filers opened a position and 22 filers sold out during the quarter.

Managers
229
13F filers
233
New
52
Added
122
Reduced
44
Sold out
22
Shares held by filers
97,666,939

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.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,889,289$496M0.09%-597,59213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,816,604$405M0.03%+3,324,21113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,754,670$369M0.02%+2,933,72613F-HRTimelineGroup
3EDGE Asset Management, LP4,379,803$129M5.73%+1,029,91713F-HRTimeline
GREAT LAKES ADVISORS, LLC3,674,133$108M0.82%-160,04513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,317,519$97.3M7.2%new13F-HRTimeline
LPL Financial LLC3,234,296$94.9M0.02%+389,44713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,122,947$91.6M0.05%+688,26013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,059,281$89.8M0.02%+820,75213F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,368,604$40.2M0.27%+32,01513F-HRTimelineGroup
HighTower Advisors, LLC1,356,950$39.8M0.04%+106,85213F-HRTimeline
New Harbor Financial Group, LLC1,274,824$37.4M5.95%+46,70313F-HRTimeline
Horizon Advisory Services, Inc.1,166,871$34.2M14.44%+188,60313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,100,618$32.3M0.06%+59,82613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,038,736$30.5M0.04%+105,27013F-HRTimeline
Private Advisor Group, LLC938,680$27.5M0.13%-214,85913F-HRTimeline
CENTRAL TRUST Co830,472$24.4M0.44%+81,31713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA803,424$23.6M<0.01%+222,27713F-HRTimelineGroup
Ellsworth Advisors, LLC645,893$20.5M3.37%+68,61713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC696,401$20.4M0.15%+476,14013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC684,472$20.2M2.31%+21,35113F-HRTimeline
Sowa Financial Group, Inc.677,587$19.9M9.27%-102,77913F-HRTimeline
Aprio Wealth Management, LLC661,890$19.4M0.96%+39,07613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC597,689$17.5M1.17%+23,95813F-HRTimelineGroup
Cambridge Investment Research Advisors,…576,978$16.9M0.04%+123,02613F-HR/ATimeline
Sanctuary Advisors, LLC525,690$15.4M0.07%+49,83913F-HRTimeline
Compound Planning, Inc.524,162$15.4M0.4%+144,20413F-HRTimeline
MJP ASSOCIATES INC /ADV512,286$15M1.64%+24,76213F-HRTimeline
Cornerstone Wealth Group, LLC426,514$12.5M0.74%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.400,149$11.7M0.11%new13F-HRTimelineGroup
Choice Wealth Advisors LLC398,929$11.7M4.11%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.395,385$11.6M0.12%+70,87813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC381,515$11.2M0.01%+16,86013F-HRTimelineGroup
Resonant Capital Advisors, LLC377,427$11.1M0.53%+52,67613F-HRTimeline
Janney Montgomery Scott LLC374,717$11M0.02%+3,15913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC347,558$10.2M2.67%new13F-HRTimeline
Cetera Investment Advisers345,324$10.1M0.01%+48,55313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …342,933$10.1M0.11%+5,39013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC342,820$10.1M<0.01%+38,05013F-HRTimelineGroup
Blue Trust, Inc.338,031$9.92M0.1%+5,77013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC328,981$9.65M2.53%+12,31013F-HRTimeline
Sunrise Financial Services, LLC328,814$9.65M5.73%+17,36813F-HRTimeline
Csenge Advisory Group320,728$9.41M0.38%+22,98413F-HRTimeline
Ethos Financial Group, LLC286,041$9.22M0.62%-7,53313F-HRTimeline
Guided Capital Wealth Management, LLC308,481$9.05M5.29%+58,60013F-HRTimeline
Great Diamond Partners, LLC284,636$8.35M1.44%+2,41613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC284,610$8.35M0.85%+75,03013F-HRTimeline
&PARTNERS266,330$7.83M0.03%+93,87013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.262,873$7.71M0.01%+88,39013F-HRTimelineGroup
MBL Wealth, LLC259,747$7.62M0.52%+21,40313F-HRTimeline
Weil Company, Inc.248,718$7.3M1.29%+17,58913F-HRTimeline
VestGen Advisors, LLC247,605$7.26M0.21%+72,90313F-HRTimeline
tru Independence LLC246,510$7.23M3.16%+14,98613F-HRTimeline
CROBAN245,978$7.22M3.18%new13F-HRTimeline
Cooper Financial Group244,810$7.18M0.6%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC242,817$7.12M1.13%+76,76613F-HRTimeline
Proactive Wealth Strategies LLC219,119$6.43M1.03%+29,47513F-HRTimeline
NVWM, LLC211,066$6.19M1.25%-1,19613F-HRTimeline
Nvest Wealth Strategies, Inc.205,635$6.03M3.79%+7,64013F-HRTimeline
Archford Capital Strategies, LLC197,525$5.8M0.59%+1,91713F-HRTimeline
MML INVESTORS SERVICES, LLC196,040$5.75M0.01%-27,05413F-HRTimeline
Beta Wealth Group, Inc.192,621$5.65M2.12%+4,50113F-HRTimeline
Steward Partners Investment Advisory, L…181,729$5.33M0.03%+6,92613F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding178,614$5.24M+37,460Timeline
AXXCESS WEALTH MANAGEMENT, LLC173,685$5.1M0.08%+38,92313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding172,633$5.07M+38,459Timeline
Perennial Investment Advisors, LLC162,594$4.77M0.32%+16913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.161,887$4.75M0.08%-38,49713F-HRTimeline
Empire Financial Management Company, LLC153,402$4.5M1.78%+94813F-HRTimeline
Portside Wealth Group, LLC153,273$4.5M0.53%+56,80013F-HRTimeline
Vise Technologies, Inc.152,706$4.48M0.05%+92,77913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…145,375$4.44M0.01%-44213F-HRTimeline
D.A. DAVIDSON & CO.147,962$4.34M0.02%new13F-HRTimeline
CHANNEL WEALTH LLC142,628$4.18M0.94%+24,23113F-HRTimeline
Atria Investments, Inc142,546$4.18M0.04%+11,82213F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …140,808$4.13M0.49%+21713F-HRTimeline
Twelve Points Wealth Management LLC138,533$4.06M0.81%+8,47813F-HRTimeline
Echo45 Advisors LLC138,084$4.05M2.09%+12,04713F-HRTimeline
Platform Technology Partners138,010$4.05M0.66%+16,99113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP133,199$3.91M<0.01%+3,30913F-HRTimelineGroup
SFG Wealth Management, LLC.131,024$3.84M1.38%-16,90013F-HRTimeline
KICKSTAND VENTURES, LLC.126,908$3.72M0.68%new13F-HRTimeline
Randall & Associates Wealth Management125,824$3.69M2.28%-16,33813F-HRTimeline
Coastal Bridge Advisors, LLC114,559$3.36M0.21%+38,87513F-HRTimeline
Ausdal Financial Partners, Inc.104,656$3.07M0.12%new13F-HRTimeline
PLANWISER FINANCIAL, LLC104,199$3.06M2.12%+2,57913F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC100,511$2.95M1.62%+30,41713F-HRTimeline
MONECO ADVISORS, LLC96,846$2.84M0.17%+4,38513F-HRTimeline
IFP Advisors, Inc96,115$2.82M0.05%+3,60313F-HRTimeline
COURIER CAPITAL LLC94,812$2.78M0.14%+23,43013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…91,072$2.67M0.06%+1,30713F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT89,557$2.63M0.5%+9,71213F-HRTimeline
PCG Wealth Advisors, LLC83,363$2.45M0.55%-2,62413F-HRTimeline
Bedel Financial Consulting, Inc.82,434$2.42M0.23%new13F-HRTimeline
MainStreet Investment Advisors LLC79,741$2.34M0.32%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC74,487$2.19M0.15%-3,44413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC74,051$2.17M0.59%-10,82213F-HRTimeline
Worth Financial Advisory Group, LLC72,019$2.11M0.88%+70,26913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC68,054$2M<0.01%+13,60613F-HRTimelineGroup
SHP Wealth Management67,963$1.99M0.14%+11,46213F-HRTimeline
World Investment Advisors64,069$1.99M0.03%013F-HRTimeline
VICUS CAPITAL66,096$1.94M0.13%+31,91213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD65,600$1.92M<0.01%-41,40013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC65,235$1.91M0.01%+4,44913F-HR/ATimeline
Kathmere Capital Management, LLC64,835$1.9M0.1%-55613F-HRTimeline
Opus Financial Solutions LLC63,504$1.86M1.5%+7,49813F-HRTimeline
MassMutual Private Wealth & Trust, FSB61,625$1.81M0.05%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.58,711$1.72M<0.01%-6,91913F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.55,725$1.63M0.97%+13,99313F-HRTimeline
Meridian Wealth Management, LLC53,902$1.58M0.05%+23,75913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,617$1.51M<0.01%+11,50713F-HRTimelineGroup
IHT Wealth Management, LLC50,516$1.48M0.03%+8,84013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV49,339$1.45M0.85%-91,69913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC46,689$1.37M0.39%-10,00113F-HRTimeline
Embree Financial Group42,858$1.26M0.13%new13F-HRTimeline
Signal Advisors Wealth, LLC42,586$1.25M0.07%new13F-HRTimeline
Gateway Wealth Partners, LLC42,567$1.25M0.07%-16,73713F-HRTimeline
Cyndeo Wealth Partners, LLC40,777$1.2M0.06%+1,38613F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC40,708$1.19M0.12%+14,28413F-HRTimeline
Wallace Advisory Group, LLC40,135$1.18M1.11%+8,21613F-HRTimeline
Ackerman Capital Advisors, LLC39,339$1.15M0.23%-90213F-HRTimeline
Integrated Wealth Concepts LLC38,135$1.12M0.01%+15,06613F-HRTimeline
Advisory Services Network, LLC37,893$1.11M0.01%+2,87513F-HRTimeline
Outlook Wealth Advisors, LLC37,378$1.1M0.24%+7,84013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…36,999$1.09M<0.01%+36013F-HRTimelineGroup
Matrix Trust Co36,880$1.08M0.16%+16,44313F-HRTimeline
Visionary Wealth Advisors36,541$1.07M0.04%+20,40513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC36,037$1.06M0.12%+3,58313F-HRTimeline
SK Wealth Management, LLC31,551$1.06M0.24%-63513F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC34,571$1.03M0.16%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…34,708$1.02M<0.01%new13F-HRTimeline
HM PAYSON & CO34,592$1.01M0.01%013F-HRTimeline
Arkadios Wealth Advisors34,440$1.01M0.02%+1,99813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,238$946K<0.01%new13F-HRTimelineGroup
STAR Financial Bank30,015$881K0.36%+2,70213F-HRTimeline
Global Retirement Partners, LLC29,388$862K0.01%13F-HRTimeline
4J Wealth Management LLC28,639$840K0.41%+16,85013F-HRTimeline
Merit Financial Group, LLC28,188$827K0.01%-61,33013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,838$787K<0.01%-3,51113F-HR/ATimelineGroup
FINANCIAL MANAGEMENT NETWORK INC24,107$769K0.11%+9,53513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,066$765K0.08%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,728$755K0.01%-214,98113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,705$754K0.02%+6,37213F-HRTimelineGroup
MGO ONE SEVEN LLC25,678$753K0.01%+17,23513F-HRTimeline
Richmond Investment Services, LLC25,603$751K0.24%-27,55313F-HRTimeline
Financial Network Wealth Advisors LLC24,265$712K0.72%+7,95013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…24,731$685K0.51%+7,99213F-HRTimeline
Balboa Wealth Partners22,079$648K0.09%new13F-HRTimeline
WHITTIER TRUST CO20,855$636K0.01%+4,21513F-HRTimeline
KWB Wealth21,552$632K0.05%+2,39313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/21,348$626K0.05%new13F-HRTimeline
NWAM LLC20,832$611K0.03%new13F-HRTimeline
Beacon Pointe Advisors, LLC19,470$571K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC19,072$560K<0.01%+18,57213F-HRTimeline
NORDEN GROUP LLC19,026$558K0.05%+3,88513F-HRTimeline
Presidio Capital Management, LLC18,853$553K0.14%-46013F-HRTimeline
Belpointe Asset Management LLC18,681$548K0.02%+5,07013F-HRTimeline
CGN Advisors LLC18,340$538K0.04%-43713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,247$535K0.02%+2,01513F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS18,134$531K0.05%new13F-HRTimeline
Ascension Capital Advisors, Inc.17,363$509K0.14%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,302$508K0.02%+6,86713F-HRTimeline
Prosperity Consulting Group, LLC17,191$504K0.02%+1,99713F-HRTimeline
Worth Asset Management, LLC17,008$499K0.16%-5,56213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC16,247$476K0.01%+13,06613F-HRTimelineGroup
Advisory Alpha, LLC16,198$475K0.01%-113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,112$473K<0.01%-5,20913F-HRTimelineGroup
Vavra Capital Management, LLC15,155$445K0.39%+22413F-HRTimeline
PFG Investments, LLC14,537$427K0.02%+1,29713F-HRTimeline
Entelevest, LLC14,317$420K0.37%+2,02513F-HRTimeline
NewEdge Wealth, LLC13,232$388K<0.01%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT13,067$383K0.02%-3,50013F-HRTimeline
Fragasso Financial Advisors Inc13,022$382K0.02%-3,13813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,838$377K<0.01%-1,16113F-HRTimelineGroup
Prospera Financial Services Inc12,829$376K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,632$371K0.04%-48113F-HRTimeline
Aventura Private Wealth, LLC12,192$358K0.11%-61713F-HRTimeline
PFG Advisors11,911$349K0.02%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…11,587$340K0.14%new13F-HRTimelineGroup
FOCUSED ALPHA, LLC11,252$330K0.08%+613F-HRTimeline
Stillwater Private Wealth, LLC9,509$320K0.21%-12,31213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,899$320K<0.01%+26613F-HR/ATimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,862$319K0.08%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,858$319K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners10,690$314K<0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,610$282K<0.01%new13F-HRTimelineGroup
OMNI 360 Wealth, Inc.9,610$282K0.13%new13F-HRTimeline
Trajan Wealth LLC9,295$273K0.01%-65913F-HRTimeline
Eagle Strategies LLC9,187$270K0.03%+1,12413F-HRTimeline
REGIMEN WEALTH, LLC9,148$268K0.07%+2,24913F-HRTimeline
Englebert Financial Advisers, LLC9,141$268K0.27%+53613F-HRTimeline
RWA WEALTH PARTNERS, LLC9,000$264K<0.01%new13F-HRTimeline
Family Office Research LLC8,710$256K0.1%+51513F-HRTimeline
Harvest Investment Services, LLC8,695$255K0.04%+25413F-HRTimeline
FIDUCIENT ADVISORS LLC8,637$253K0.04%new13F-HRTimeline
EASTERN BANK8,398$246K<0.01%+94013F-HRTimeline
Crewe Advisors LLC7,870$231K0.02%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,819$229K0.01%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC7,661$225K0.03%new13F-HRTimeline
Ballew Advisors, Inc7,575$225K0.12%new13F-HRTimeline