Who Owns HARBOR ETF TRUST (OSEA)? -- Institutional Holders (2026-06-30)
73 institutions reported holding $377.3M of HARBOR ETF TRUST (OSEA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Diversified Enterprises, LLC ($92.2M), Arlington Financial Advisors, LLC ($52.5M), PNC Financial Services Group, Inc. ($25.3M), Venturi Wealth Management, LLC ($23.6M), PACES FERRY WEALTH ADVISORS, LLC ($18.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Diversified Enterprises, LLC | $92.2M | 3.0M | Added |
| 2 | Arlington Financial Advisors, LLC | $52.5M | 1.7M | Added |
| 3 | PNC Financial Services Group, Inc. | $25.3M | 828,972 | Trimmed |
| 4 | Venturi Wealth Management, LLC | $23.6M | 771,715 | Added |
| 5 | PACES FERRY WEALTH ADVISORS, LLC | $18.9M | 619,704 | Added |
| 6 | Corient Private Wealth LLC | $18.8M | 615,290 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $14.4M | 470,973 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $11.8M | 387,556 | Added |
| 9 | Grey Ledge Advisors, LLC | $10.0M | 327,158 | Trimmed |
| 10 | Nordwand Advisors, LLC | $9.6M | 314,868 | Hold |
| 11 | JPMORGAN CHASE & CO | $9.6M | 317,643 | Added |
| 12 | AMI INVESTMENT MANAGEMENT INC | $9.1M | 297,671 | Trimmed |
| 13 | Archford Capital Strategies, LLC | $8.2M | 268,505 | Added |
| 14 | Proactive Wealth Strategies LLC | $8.2M | 267,870 | Added |
| 15 | Gladstone Institutional Advisory LLC | $8.0M | 261,255 | Added |
| 16 | Fiduciary Group, LLC | $4.8M | 158,509 | Added |
| 17 | FMA Wealth Management, LLC | $4.5M | 146,365 | Trimmed |
| 18 | KWB Wealth | $4.2M | 137,212 | Added |
| 19 | CITADEL ADVISORS LLC | $4.2M | 136,715 | Added |
| 20 | LPL Financial LLC | $3.3M | 108,276 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $2.9M | 96,548 | Added |
| 22 | CPC Advisors, LLC | $2.8M | 91,616 | Trimmed |
| 23 | Focus Partners Wealth | $2.7M | 89,426 | Trimmed |
| 24 | CAPTRUST FINANCIAL ADVISORS | $2.4M | 78,840 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 60,442 | Added |
Source: SEC Form 13F filings · as of 2026-06-30