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Disclosery

HGER HARBOR ETF TRUST

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COMM ALL WEA ETF (fund)

199 managers (201 13F filers) reported a position in HGER shares at 2026-03-31, 81,425,383 shares in all. 53 filers opened a position and 15 filers sold out during the quarter.

Managers
199
13F filers
201
New
53
Added
94
Reduced
44
Sold out
15
Shares held by filers
81,425,383

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/MN17,486,881$542M0.11%+3,325,01713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,492,393$325M0.02%+6,630,32713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,820,944$304M0.02%+9,820,82313F-HR/ATimelineGroup
GREAT LAKES ADVISORS, LLC3,834,178$119M0.99%+1,164,53213F-HRTimeline
3EDGE Asset Management, LP3,349,886$104M5.02%-1,290,42213F-HRTimeline
LPL Financial LLC2,844,849$88.2M0.02%+1,211,96413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,434,687$75.5M0.05%+891,91513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,238,529$69.4M0.02%+482,43413F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,336,589$41.5M0.32%-44013F-HRTimelineGroup
HighTower Advisors, LLC1,250,098$38.8M0.04%+619,17913F-HRTimeline
New Harbor Financial Group, LLC1,228,121$38.1M6.91%+49,62513F-HRTimeline
Private Advisor Group, LLC1,153,539$35.8M0.17%-145,14613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,040,792$32.3M0.07%+176,60613F-HRTimelineGroup
Horizon Advisory Services, Inc.978,268$30.3M15.55%-206,93713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC933,466$28.9M0.04%+30,33613F-HRTimeline
Sowa Financial Group, Inc.780,366$24.2M11.99%+217,81613F-HRTimeline
CENTRAL TRUST Co749,155$23.2M0.46%+170,43113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC663,121$20.6M2.56%+60,18213F-HRTimeline
Aprio Wealth Management, LLC622,814$19.3M1.05%+24,33413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA581,147$18M<0.01%+133,52213F-HRTimelineGroup
Ellsworth Advisors, LLC577,276$17.9M3.36%+51,94613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC573,731$17.8M1.29%+550,86813F-HRTimelineGroup
MJP ASSOCIATES INC /ADV487,524$15.1M1.84%new13F-HRTimeline
Sanctuary Advisors, LLC475,851$14.8M0.08%+118,84513F-HRTimeline
WIN ADVISORS, INC469,067$14.5M6.65%new13F-HRTimeline
Cambridge Investment Research Advisors,…453,952$14.1M0.04%-97,19813F-HRTimeline
Compound Planning, Inc.379,958$11.8M0.36%+6,86613F-HRTimeline
Janney Montgomery Scott LLC371,558$11.5M0.03%+10,05113F-HRTimeline
Mariner, LLCin group Mariner, LLC364,655$11.3M0.01%+150,19713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …337,543$10.5M0.13%+4,09913F-HRTimelineGroup
Blue Trust, Inc.332,261$10.3M0.12%new13F-HRTimeline
Resonant Capital Advisors, LLC324,751$10.1M0.53%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.324,507$10.1M0.11%+42,65213F-HRTimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC316,671$9.82M2.68%+89,17613F-HRTimeline
Sunrise Financial Services, LLC311,446$9.66M6.85%+121,34113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC304,770$9.45M<0.01%+68,62513F-HRTimelineGroup
Csenge Advisory Group297,744$9.23M0.42%-50,09213F-HRTimeline
Cetera Investment Advisers296,771$9.2M0.01%+55,23913F-HRTimeline
Ethos Financial Group, LLC293,574$9.1M0.67%+38,87813F-HRTimeline
Great Diamond Partners, LLC282,220$8.75M1.68%new13F-HRTimeline
Guided Capital Wealth Management, LLC249,881$7.75M5.11%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…240,709$7.46M0.08%new13F-HRTimelineGroup
MBL Wealth, LLC238,344$7.39M0.56%+25,83313F-HRTimeline
tru Independence LLC231,524$7.18M3.55%-31,43313F-HRTimeline
Weil Company, Inc.231,129$7.17M1.61%+84,49013F-HRTimeline
MML INVESTORS SERVICES, LLC223,094$6.92M0.02%+63,39213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC220,261$6.83M0.06%-171,83913F-HRTimelineGroup
NVWM, LLC212,262$6.58M1.47%+71,51913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC209,580$6.5M0.75%+102,73813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…200,384$6.21M0.11%+15,57713F-HRTimelineGroup
Nvest Wealth Strategies, Inc.197,995$6.14M4.32%-19013F-HRTimeline
Archford Capital Strategies, LLC195,608$6.07M0.69%new13F-HRTimeline
Proactive Wealth Strategies LLC189,644$5.88M1.11%+112,43213F-HRTimeline
VestGen Advisors, LLC174,702$5.85M0.16%+151,37513F-HRTimeline
Beta Wealth Group, Inc.188,120$5.83M2.41%+2,09813F-HRTimeline
Steward Partners Investment Advisory, L…174,803$5.42M0.03%+22,92213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.174,483$5.41M0.01%+23,58113F-HRTimelineGroup
&PARTNERS172,460$5.34M0.03%+147,92713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC166,051$5.15M0.89%new13F-HRTimeline
Perennial Investment Advisors, LLC162,425$5.04M0.4%+3,31413F-HRTimeline
Empire Financial Management Company, LLC152,454$4.73M1.07%+2,44013F-HRTimeline
SFG Wealth Management, LLC.147,924$4.59M1.89%+34,64313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…145,817$4.56M0.01%-24,45513F-HRTimeline
Randall & Associates Wealth Management142,162$4.41M2.97%+3,95813F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding141,154$4.38M+16,180Timeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV141,038$4.37M2.73%-117,79913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …140,591$4.36M0.57%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC136,440$4.23M<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC134,762$4.18M0.13%+21,01113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC134,174$4.16M0.02%+118,75313F-HRTimelineGroup
Atria Investments, Inc130,724$4.05M0.05%+105,63113F-HRTimeline
Twelve Points Wealth Management LLC130,055$4.03M0.89%+11,57713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP129,890$4.03M0.01%-2,99513F-HRTimelineGroup
Echo45 Advisors LLC126,037$3.91M2.2%-1,36513F-HRTimeline
Platform Technology Partners121,019$3.75M0.72%+14,82713F-HRTimeline
Elevation Capital Advisory, LLC118,960$3.69M1.57%new13F-HRTimeline
CHANNEL WEALTH LLC118,397$3.67M0.89%-40,63113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD107,000$3.32M0.01%+94,90013F-HRTimelineGroup
PLANWISER FINANCIAL, LLC101,620$3.17M2.3%-35,00113F-HRTimeline
Portside Wealth Group, LLC96,473$2.99M0.41%-33,39113F-HRTimeline
IFP Advisors, Inc92,512$2.87M0.06%+29,93913F-HRTimeline
MONECO ADVISORS, LLC92,461$2.87M0.22%+4,73813F-HRTimeline
FSA WEALTH PARTNERS, INC.90,973$2.82M1.34%+1,22213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…89,765$2.78M0.07%+40,02013F-HRTimelineGroup
Merit Financial Group, LLC89,518$2.78M0.02%+1,31113F-HRTimeline
PCG Wealth Advisors, LLC85,987$2.67M0.67%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC84,873$2.63M0.84%-74,07713F-HRTimeline
Alliance Wealth Advisors, LLC /UT79,845$2.48M0.54%-56,62113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC77,931$2.42M0.19%+5,00913F-HRTimeline
Coastal Bridge Advisors, LLC75,684$2.35M0.17%+49,59313F-HRTimeline
COURIER CAPITAL LLC71,382$2.21M0.12%+5,04213F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED71,364$2.21M0.16%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC70,094$2.17M1.38%-28,06313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.65,630$2.04M<0.01%+44,92513F-HRTimelineGroup
Kathmere Capital Management, LLC65,391$2.03M0.13%+12,08813F-HRTimeline
World Investment Advisors64,069$1.99M0.03%+8,24213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC60,786$1.88M0.01%-2,96613F-HRTimeline
Gateway Wealth Partners, LLC59,304$1.84M0.07%new13F-HRTimeline
AE Wealth Management LLC57,644$1.79M0.01%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC56,690$1.76M0.55%+8713F-HRTimeline
SHP Wealth Management56,501$1.75M0.13%+25,62513F-HRTimeline
Opus Financial Solutions LLC56,006$1.74M1.64%+28,91913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC54,448$1.69M<0.01%-28,97113F-HRTimelineGroup
Richmond Investment Services, LLC53,156$1.65M0.27%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC49,814$1.54M0.16%new13F-HRTimelineGroup
Per Stirling Capital Management, LLC.47,991$1.49M0.16%new13F-HRTimeline
Vise Technologies, Inc.59,927$1.49M0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,603$1.35M<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.41,732$1.29M0.85%new13F-HRTimeline
IHT Wealth Management, LLC41,676$1.29M0.03%+35613F-HRTimeline
Ackerman Capital Advisors, LLC40,241$1.25M0.26%+2,94213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,110$1.24M<0.01%+17,45213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC39,391$1.22M0.06%+2,59013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…36,639$1.14M<0.01%new13F-HRTimelineGroup
Worth Financial Advisory Group, LLC1,750$1.09M0.49%-39,17613F-HRTimeline
Advisory Services Network, LLC35,018$1.09M0.01%new13F-HRTimeline
HM PAYSON & CO34,592$1.07M0.02%-5,40813F-HRTimeline
VICUS CAPITAL34,184$1.06M0.08%+1,78813F-HRTimeline
SK Wealth Management, LLC32,186$1.01M0.28%+1,93413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC32,454$1.01M0.13%+1,49613F-HRTimeline
Arkadios Wealth Advisors32,442$1.01M0.02%+1,60913F-HRTimeline
Wallace Advisory Group, LLC31,919$990K1.06%-10,94913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,349$941K<0.01%-3,11613F-HRTimelineGroup
Meridian Wealth Management, LLC30,143$935K0.03%+2,48613F-HRTimeline
Outlook Wealth Advisors, LLC29,538$916K0.22%+10,51713F-HRTimeline
FLOW TRADERS U.S. LLC29,386$911K0.03%new13F-HRTimeline
Hershey Financial Advisers, LLC27,719$860K0.74%new13F-HRTimeline
STAR Financial Bank27,313$847K0.4%+8,80313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC26,424$819K0.09%+4,81513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,066$808K0.09%-45013F-HRTimeline
Darden Wealth Group Inc23,675$734K0.37%new13F-HRTimeline
Integrated Wealth Concepts LLC23,069$715K0.01%new13F-HRTimeline
Worth Asset Management, LLC22,570$700K0.26%+8,59513F-HRTimeline
JT Stratford LLC22,461$697K0.09%new13F-HRTimeline
Stillwater Private Wealth, LLC21,821$676K0.57%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,321$661K<0.01%+6,23613F-HRTimelineGroup
Qube Research & Technologies Ltd20,961$650K<0.01%new13F-HRTimeline
Matrix Trust Co20,437$633K0.11%-23,00913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,333$600K0.01%+91713F-HRTimelineGroup
Presidio Capital Management, LLC19,313$599K0.17%+10213F-HRTimeline
CGN Advisors LLC18,777$582K0.05%+85613F-HRTimeline
Farther Finance Advisors, LLC18,497$575K0.01%+18,33113F-HRTimeline
Almanack Investment Partners, LLC.17,004$527K0.09%new13F-HRTimeline
WHITTIER TRUST CO16,640$522K0.01%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…16,739$519K0.35%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT16,567$514K0.03%new13F-HRTimeline
Fragasso Financial Advisors Inc16,160$507K0.03%new13F-HRTimeline
Financial Network Wealth Advisors LLC16,315$506K0.52%-4,38213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…16,232$503K0.02%+19713F-HRTimelineGroup
Advisory Alpha, LLC16,199$502K0.01%-213F-HRTimeline
Visionary Wealth Advisors16,136$500K0.02%-54,87513F-HRTimeline
KWB Wealth19,159$476K0.05%-40913F-HRTimeline
Prosperity Consulting Group, LLC15,194$471K0.02%-9,30513F-HRTimeline
NORDEN GROUP LLC15,141$470K0.05%-9,39113F-HRTimeline
Rossby Financial, LCC15,069$468K0.1%new13F-HRTimeline
Vavra Capital Management, LLC14,931$463K0.45%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,572$451K0.07%-1,85113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,751$446K-607Timeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.13,999$434K<0.01%13F-HRTimelineGroup
Belpointe Asset Management LLC13,611$422K0.02%new13F-HRTimeline
PFG Investments, LLC13,240$411K0.02%+3,21913F-HRTimeline
NewEdge Wealth, LLC13,232$410K<0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,113$407K0.05%new13F-HRTimeline
Aventura Private Wealth, LLC12,809$397K0.15%-1,78413F-HRTimeline
Entelevest, LLC12,292$381K0.39%new13F-HRTimeline
4J Wealth Management LLC11,789$366K0.21%+1,62513F-HRTimeline
Gibbs Wealth Management11,694$363K0.05%-1,63113F-HRTimeline
FOCUSED ALPHA, LLC11,246$349K0.11%+39113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,633$330K<0.01%+1,63213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,435$324K0.02%+2,37013F-HRTimeline
Trajan Wealth LLC9,954$309K0.01%-38013F-HRTimeline
Englebert Financial Advisers, LLC8,605$267K0.3%-19,39113F-HRTimeline
MGO ONE SEVEN LLC8,443$262K0.01%new13F-HRTimeline
Harvest Investment Services, LLC8,441$262K0.05%-5,07513F-HRTimeline
Family Office Research LLC8,195$254K0.11%new13F-HRTimeline
Eagle Strategies LLC8,063$250K0.03%new13F-HRTimeline
EASTERN BANK7,458$231K<0.01%+1,68013F-HRTimeline
REGIMEN WEALTH, LLC6,899$214K0.06%-2,59613F-HRTimeline
Synergy Investment Management, LLC4,738$147K0.05%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,090$127K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,181$98K<0.01%-10413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,077$95.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,975$92.3K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,971$92.1K<0.01%+2,55013F-HRTimelineGroup
MAI Capital Management2,319$71.9K<0.01%+1,87413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,686$52.3K<0.01%+1,02813F-HRTimelineGroup
Birchwood Financial Partners, Inc.1,589$49.3K0.05%new13F-HRTimeline
Westside Investment Management, Inc.1,300$40.3K0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,212$37.6K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…777$24.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.650$20.2K0.02%new13F-HRTimeline
NewEdge Advisors, LLC500$15.5K<0.01%-32813F-HR/ATimeline
OLD SECOND NATIONAL BANK OF AURORA455$14.1K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.330$10.2K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.330$10.2K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC218$6.76K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC165$5.12K<0.01%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding165$5.12K-289Timeline
JNBA Financial Advisors36$1.12K<0.01%new13F-HRTimeline