HGER — Harbor ETF Trust Institutional Holders · Q3 2026
Who owns Harbor ETF Trust (HGER)? 16 institutions reported holding $71.11M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Inspirion Wealth Advisors, LLC ($24.2M), Private Client Services, LLC ($12.6M), Persium Advisors, LLC ($11.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INSPIRION WEALTH ADVISORS, LLC | $24.2M | 685,113 | Added |
| 2 | PRIVATE CLIENT SERVICES, LLC | $12.6M | 358,070 | Added |
| 3 | Persium Advisors, LLC | $11.3M | 320,806 | New |
| 4 | Cooper Financial Group | $9.6M | 270,878 | Added |
| 5 | Echo45 Advisors LLC | $4.8M | 137,203 | Trimmed |
| 6 | MassMutual Private Wealth & Trust, FSB | $3.2M | 91,005 | Added |
| 7 | Worth Asset Management, LLC | $1.3M | 35,695 | Added |
| 8 | Farther Finance Advisors, LLC | $874,089 | 24,790 | Added |
| 9 | FINANCIAL MANAGEMENT NETWORK INC | $862,204 | 24,432 | Added |
| 10 | Ballew Advisors, Inc | $704,283 | 19,957 | Added |
| 11 | Avidian Wealth Enterprises, LLC | $675,476 | 19,157 | New |
| 12 | Stokes Capital Advisors, LLC | $381,196 | 10,811 | New |
| 13 | Matrix Trust Co | $342,000 | 9,712 | Trimmed |
| 14 | EASTERN BANK | $305,986 | 8,678 | Added |
| 15 | GK Wealth Management LLC | $12,561 | 356 | New |
| 16 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30