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Disclosery

HGER HARBOR ETF TRUST

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COMM ALL WEA ETF (fund)

112 managers (114 13F filers) reported a position in HGER shares at 2025-09-30, 26,054,377 shares in all. 34 filers opened a position and 6 filers sold out during the quarter.

Managers
112
13F filers
114
New
34
Added
59
Reduced
11
Sold out
6
Shares held by filers
26,054,377

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,784,190$71.8M0.01%+1,883,02713F-HR/ATimelineGroup
GREAT LAKES ADVISORS, LLC2,502,453$64.6M0.54%+1,342,93513F-HRTimeline
3EDGE Asset Management, LP2,031,337$52.4M2.96%+1,312,63813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,502,319$38.8M0.01%+334,77613F-HRTimelineGroup
SYNOVUS FINANCIAL CORP1,203,559$31.1M0.36%+72,34013F-HRTimeline
Horizon Advisory Services, Inc.1,133,936$29.3M14.97%+1,36913F-HRTimeline
New Harbor Financial Group, LLC1,129,429$29.1M5.91%+48,44713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,018,366$26.3M0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC906,690$23.4M0.03%+90,04913F-HRTimeline
LPL Financial LLC782,379$20.2M0.01%+647,40713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN767,959$19.8M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC597,302$15.4M0.02%+390,70313F-HRTimeline
Private Advisor Group, LLC584,889$15.1M0.07%+207,24013F-HRTimeline
Aprio Wealth Management, LLC516,147$13.3M1.32%+205,34513F-HRTimeline
Sowa Financial Group, Inc.505,778$13M7.32%+37,61713F-HRTimeline
Ellsworth Advisors, LLC429,093$11.2M2.39%+32,35513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC444,087$10M1.4%-122,39713F-HRTimeline
Cambridge Investment Research Advisors,…356,825$9.21M0.03%+85,93013F-HRTimeline
Janney Montgomery Scott LLC341,837$8.82M0.02%+12,18513F-HRTimeline
Csenge Advisory Group298,337$7.7M0.37%+52,16613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …297,909$7.69M0.09%new13F-HRTimelineGroup
Sanctuary Advisors, LLC278,936$7.2M0.04%+23,08513F-HR/ATimeline
CENTRAL TRUST Co272,556$7.03M0.15%new13F-HRTimeline
Arkadios Wealth Advisors245,332$6.33M0.16%+52,33813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC221,745$5.72M<0.01%+85,39213F-HRTimelineGroup
tru Independence LLC221,520$5.72M1.48%+19,86313F-HRTimeline
Cetera Investment Advisers218,454$5.64M0.01%+30,21813F-HRTimeline
MBL Wealth, LLC190,457$4.91M0.43%+46,93313F-HRTimeline
Beta Wealth Group, Inc.188,481$4.86M1.92%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…183,105$4.72M0.09%-73613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC172,057$4.44M0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV170,881$4.41M0.27%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC161,578$4.17M0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…153,914$3.97M0.02%+26,75313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC152,573$3.94M1.45%new13F-HRTimeline
Empire Financial Management Company, LLC151,788$3.92M0.9%+63213F-HRTimeline
Perennial Investment Advisors, LLC144,414$3.73M0.31%-46213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP129,648$3.34M<0.01%+50,78613F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC127,594$3.29M0.03%-105,26213F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV125,437$3.24M2.03%new13F-HRTimeline
Weil Company, Inc.123,550$3.19M0.77%+17,15613F-HRTimeline
PLANWISER FINANCIAL, LLC109,583$2.92M2.32%-5,49613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,013$2.88M<0.01%+49,34013F-HRTimelineGroup
Twelve Points Wealth Management LLC102,049$2.63M0.66%+25,36713F-HRTimeline
NVWM, LLC96,909$2.5M0.56%+5,19413F-HRTimeline
CHANNEL WEALTH LLC90,074$2.32M0.62%+28,87713F-HRTimeline
Platform Technology Partners89,820$2.32M0.56%+16,29913F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding88,692$2.29M+5,511Timeline
Alliance Wealth Advisors, LLC /UT86,345$2.23M0.52%new13F-HRTimeline
SFG Wealth Management, LLC.84,443$2.18M0.94%new13F-HRTimeline
MONECO ADVISORS, LLC78,138$2.02M0.17%+5,49213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC74,939$1.93M0.16%+13,15713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC63,752$1.64M0.02%013F-HRTimeline
IFP Advisors, Inc62,502$1.61M0.04%-5,25513F-HR/ATimeline
Proactive Wealth Strategies LLC61,546$1.59M0.68%+8,65313F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC59,297$1.53M0.45%+14,12513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC55,500$1.43M0.18%013F-HRTimeline
Portside Wealth Group, LLC54,952$1.42M0.2%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC47,043$1.21M0.82%new13F-HRTimeline
IHT Wealth Management, LLC45,073$1.21M0.03%+32,15313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC41,227$1.06M<0.01%new13F-HRTimelineGroup
World Investment Advisors40,615$1.05M0.02%013F-HRTimeline
FSA WEALTH PARTNERS, INC.39,866$1.03M0.4%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,148$984K<0.01%+9,50413F-HRTimelineGroup
Ackerman Capital Advisors, LLC37,715$973K0.2%+1,06413F-HRTimeline
Worth Financial Advisory Group, LLC37,038$956K0.54%+3,24813F-HRTimeline
Arete Wealth Advisors, LLC33,647$868K0.05%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…29,658$765K0.02%new13F-HRTimelineGroup
VICUS CAPITAL27,834$718K0.05%+2,55013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,371$706K<0.01%new13F-HRTimelineGroup
Sagard Holdings Management Inc.26,242$677K3.39%-121,22013F-HRTimeline
Atria Investments, Inc25,870$667K0.01%+6,99313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC21,144$546K0.07%+61513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,891$539K0.01%+2,12313F-HRTimelineGroup
Matrix Trust Co19,989$516K0.08%+14,04613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,703$508K<0.01%new13F-HRTimelineGroup
COMERICA BANK18,467$476K<0.01%+18,40713F-HRTimeline
STAR Financial Bank17,260$445K0.26%new13F-HRTimeline
CGN Advisors LLC16,775$433K0.04%+1,00913F-HRTimeline
Advisory Alpha, LLC16,410$425K0.01%+14213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,125$416K0.01%+1,54813F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC16,026$413K0.04%+5,59013F-HRTimelineGroup
Presidio Capital Management, LLC14,750$381K0.13%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,430$372K<0.01%+5,27813F-HRTimelineGroup
Prosperity Consulting Group, LLC14,162$365K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC13,985$361K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC13,232$349K0.01%013F-HRTimeline
Harvest Investment Services, LLC13,127$339K0.07%-8,45713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,791$333K<0.01%new13F-HRTimeline
NORDEN GROUP LLC12,761$329K0.03%new13F-HRTimeline
&PARTNERS12,477$328K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC12,496$322K0.01%+10,42713F-HRTimeline
Trajan Wealth LLC11,206$289K0.01%-3,72113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,700$276K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC10,429$269K0.01%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT10,330$267K0.03%013F-HRTimeline
4J Wealth Management LLC9,178$237K0.14%-26,76813F-HRTimeline
Financial Network Wealth Advisors LLC9,039$233K0.26%+8,94513F-HRTimeline
Visionary Wealth Advisors7,900$204K0.01%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,800$201K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,245$161K<0.01%+6,24413F-HR/ATimelineGroup
EASTERN BANK4,637$120K<0.01%+1,20513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,258$84K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,077$79.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,975$76.8K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.1,486$38.3K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC648$16.7K<0.01%+22813F-HRTimeline
MAI Capital Management615$15.9K<0.01%+41513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\421$10.9K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG289$7.46K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC235$6.06K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC166$4.28K<0.01%013F-HRTimeline