HGER HARBOR ETF TRUST
FollowCOMM ALL WEA ETF (fund)
Filings received so far for Q3 2026: 15 13F filers report a position in HGER shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| INSPIRION WEALTH ADVISORS, LLC | 685,113 | $24.2M | 2.74% | +641 | 13F-HRTimeline |
| PRIVATE CLIENT SERVICES, LLC | 358,070 | $12.6M | 3.39% | +10,512 | 13F-HRTimeline |
| Persium Advisors, LLC | 320,806 | $11.3M | 5.92% | new | 13F-HRTimeline |
| Cooper Financial Group | 270,878 | $9.55M | 0.76% | +26,068 | 13F-HRTimeline |
| Echo45 Advisors LLC | 137,203 | $4.84M | 2.2% | -881 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 91,005 | $3.21M | 0.08% | +29,380 | 13F-HRTimeline |
| Worth Asset Management, LLC | 35,695 | $1.26M | 0.37% | +18,687 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 24,790 | $874K | 0.01% | +18,574 | 13F-HRTimeline |
| FINANCIAL MANAGEMENT NETWORK INC | 24,432 | $862K | 0.12% | +325 | 13F-HRTimeline |
| Ballew Advisors, Inc | 19,957 | $704K | 0.35% | +12,382 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 19,157 | $675K | 0.02% | new | 13F-HRTimeline |
| Stokes Capital Advisors, LLC | 10,811 | $381K | 0.08% | new | 13F-HRTimeline |
| Matrix Trust Co | 9,712 | $342K | 0.05% | -27,168 | 13F-HRTimeline |
| EASTERN BANK | 8,678 | $306K | <0.01% | +280 | 13F-HRTimeline |
| GK Wealth Management LLC | 356 | $12.6K | 0.01% | new | 13F-HRTimeline |