DaveManuel.com · Institutional Ownership · Who Owns It
HARBOR ETF TRUST (GDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
28
Reporting holders
$94.8M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | $21.6M | 1,169,405 | 0.11% | 7q | +1.1%+$237.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 1,035,468 | 0.02% | 14q | +0.8%+$144.6K |
| LPL Financial LLC | $16.1M | 871,431 | 0.00% | 16q | -2.9%-$479.8K |
| RAYMOND JAMES FINANCIAL INC | $8.1M | 436,980 | 0.00% | 7q | -0.7%-$57.2K |
| Equitable Holdings, Inc. | $7.2M | 388,339 | 0.04% | 15q | +0.7%+$47.3K |
| Private Advisor Group, LLC | $5.2M | 279,792 | 0.02% | 14q | -11.3%-$654.5K |
| Ballentine Partners, LLC | $3.1M | 166,536 | 0.04% | 6q | HELD |
| TRANSCEND CAPITAL ADVISORS, LLC | $2.7M | 148,879 | 0.19% | 6q | -4.9%-$140.7K |
| Cerity Partners LLC | $2.3M | 124,280 | 0.00% | 2q | -8.0%-$199.5K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 108,847 | 0.00% | 15q | +2.4%+$47.6K |
| TRUIST FINANCIAL CORP | $1.9M | 105,121 | 0.00% | 15q | +1.4%+$25.9K |
| Arkadios Wealth Advisors | $1.9M | 103,807 | 0.03% | 6q | -6.1%-$124.0K |
| Worth Financial Advisory Group, LLC | $1.1M | 60,636 | 0.47% | 12q | +1090.3%+$1.0M |
| Copper Harbor Investment Advisors, LLC | $750.2K | 40,677 | 0.16% | new | FIRST |
| CITADEL ADVISORS LLC | $409.9K | 22,226 | 0.00% | 5q | +26.2%+$85.2K |
| Advisory Services Network, LLC | $251.0K | 13,608 | 0.00% | new | NEW |
| EP Wealth Advisors, LLC | $239.9K | 13,007 | 0.00% | 4q | -4.2%-$10.5K |
| ASSETMARK, INC | $197.4K | 10,702 | 0.00% | 5q | HELD |
| IFG Advisory, LLC | $160.4K | 8,696 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $140.0K | 7,592 | 0.00% | 16q | -8.3%-$12.7K |
| ROYAL BANK OF CANADA | $114.0K | 6,164 | 0.00% | 3q | -78.4%-$414.3K |
| MORGAN STANLEY | $97.1K | 5,266 | 0.00% | 9q | -4.1%-$4.1K |
| IFP Advisors, Inc | $83.8K | 4,543 | 0.00% | 15q | +68.3%+$34.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $60.8K | 3,325 | 0.00% | 3q | HELD |
| UBS Group AG | $38.5K | 2,090 | 0.00% | 2q | -39.5%-$25.2K |
| PRIVATE TRUST CO NA | $17.7K | 959 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $16.5K | 895 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $7.8K | 425 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $2.2M | 122,610 | 0 | 1 | 0 | 0.0% |
| Q2 2026 | 28 | $94.8M | 5,139,696 | 2 | 8 | 11 | 0.0% |
| Q1 2026 | 26 | $85.2M | 5,110,808 | 2 | 6 | 10 | 0.0% |
| Q4 2025 | 29 | $88.9M | 5,328,099 | 3 | 10 | 9 | 0.0% |
| Q3 2025 | 27 | $89.1M | 5,495,523 | 3 | 7 | 11 | 0.0% |
| Q2 2025 | 32 | $95.2M | 6,156,727 | 5 | 5 | 13 | 0.0% |
| Q1 2025 | 29 | $123.7M | 8,495,430 | 6 | 10 | 5 | 0.0% |
| Q4 2024 | 27 | $92.9M | 6,096,789 | 4 | 9 | 7 | 0.0% |
| Q3 2024 | 27 | $86.8M | 5,090,929 | 1 | 14 | 6 | 0.0% |
| Q2 2024 | 27 | $62.2M | 4,327,184 | 4 | 11 | 5 | 0.0% |
| Q1 2024 | 25 | $68.6M | 4,712,456 | 4 | 8 | 8 | 0.0% |
| Q4 2023 | 24 | $53.4M | 3,971,032 | 8 | 11 | 3 | 0.0% |
| Q3 2023 | 19 | $38.6M | 3,180,031 | 4 | 8 | 5 | 0.0% |
| Q2 2023 | 18 | $26.5M | 2,100,715 | 5 | 10 | 0 | 0.0% |
| Q1 2023 | 18 | $29.9M | 2,473,607 | 6 | 4 | 4 | 0.0% |
| Q4 2022 | 14 | $21.5M | 1,816,542 | 7 | 5 | 1 | 0.0% |
| Q3 2022 | 8 | $5.7M | 501,861 | 4 | 0 | 1 | 0.0% |
| Q2 2022 | 4 | $5.8M | 482,421 | 4 | 0 | 0 | 0.0% |