Harbor Etf Trust Commodity All-Weather Strategy · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 0.08% | 0.1% | #108 | $495.5M | 16.9M | $542.3M | 17.5M | -597,592-3.42% | Reduce | |
| BANK OF AMERICA CORP /DE/ | 0.03% | 0.02% | #149 | $405.4M | 13.8M | $325.4M | 10.5M | +3.3M+31.68% | Add | |
| JPMORGAN CHASE & CO | 0.02% | 0.02% | #157 | $369.2M | 12.8M | $304.1M | 9.8M | +2.9M+29.87% | Add | |
| 3EDGE Asset Management, LP | 5.73% | 5.02% | #5 | $128.5M | 4.4M | $103.8M | 3.3M | +1.0M+30.74% | Add | |
| GREAT LAKES ADVISORS, LLC | 0.82% | 0.99% | #38 | $107.8M | 3.7M | $118.9M | 3.8M | -160,045-4.17% | Reduce | |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 7.2% | — | #3 | $97.3M | 3.3M | $0 | 0 | +3.3M | New Buy | |
| LPL Financial LLC | 0.02% | 0.02% | #154 | $94.9M | 3.2M | $88.2M | 2.8M | +389,447+13.69% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.05% | 0.05% | #127 | $91.6M | 3.1M | $75.5M | 2.4M | +688,260+28.27% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.02% | 0.02% | #150 | $89.8M | 3.1M | $69.4M | 2.2M | +820,752+36.66% | Add | |
| Pinnacle Financial Partners, Inc. | 0.27% | 0.32% | #66 | $40.2M | 1.4M | $41.5M | 1.3M | +32,015+2.40% | Add | |
| HighTower Advisors, LLC | 0.04% | 0.04% | #137 | $39.8M | 1.4M | $38.8M | 1.3M | +106,852+8.55% | Add | |
| New Harbor Financial Group, LLC | 5.91% | 6.71% | #4 | $37.4M | 1.3M | $38.1M | 1.2M | +46,703+3.80% | Add | |
| Horizon Advisory Services, Inc. | 14.41% | 15.53% | #1 | $34.2M | 1.2M | $30.3M | 978,268 | +188,603+19.28% | Add | |
| ASSETMARK, INC | 0.06% | 0.07% | #121 | $32.3M | 1.1M | $32.3M | 1.0M | +59,826+5.75% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 0.04% | #138 | $30.5M | 1.0M | $28.9M | 933,466 | +105,270+11.28% | Add | |
| Private Advisor Group, LLC | 0.13% | 0.17% | #90 | $27.5M | 938,680 | $35.8M | 1.2M | -214,859-18.63% | Reduce | |
| CENTRAL TRUST Co | 0.44% | 0.46% | #55 | $24.4M | 830,472 | $23.2M | 749,155 | +81,317+10.85% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #198 | $23.6M | 803,424 | $18.0M | 581,147 | +222,277+38.25% | Add | |
| Ellsworth Advisors, LLC | 3.37% | 3.36% | #10 | $20.5M | 645,893 | $17.9M | 577,276 | +68,617+11.89% | Add | |
| Vident Advisory, LLC | 0.15% | 0.06% | #83 | $20.4M | 696,401 | $6.8M | 220,261 | +476,140+216.17% | Add | |
| INSPIRION WEALTH ADVISORS, LLC | 2.31% | 2.56% | #15 | $20.2M | 684,472 | $20.6M | 663,121 | +21,351+3.22% | Add | |
| Sowa Financial Group, Inc. | 9.27% | 11.99% | #2 | $19.9M | 677,587 | $24.2M | 780,366 | -102,779-13.17% | Reduce | |
| Aprio Wealth Management, LLC | 0.96% | 1.05% | #33 | $19.4M | 661,890 | $19.3M | 622,814 | +39,076+6.27% | Add | |
| Advisor OS, LLC | 1.17% | 1.29% | #28 | $17.5M | 597,689 | $17.8M | 573,731 | +23,958+4.18% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.04% | 0.04% | #136 | $16.9M | 576,978 | $14.1M | 453,952 | +123,026+27.10% | Add | |
| Sanctuary Advisors, LLC | 0.07% | 0.08% | #115 | $15.4M | 525,690 | $14.8M | 475,851 | +49,839+10.47% | Add | |
| Compound Planning, Inc. | 0.4% | 0.36% | #57 | $15.4M | 524,162 | $11.8M | 379,958 | +144,204+37.95% | Add | |
| MJP ASSOCIATES INC /ADV | 1.64% | 1.84% | #21 | $15.0M | 512,286 | $15.1M | 487,524 | +24,762+5.08% | Add | |
| Cornerstone Wealth Group, LLC | 0.74% | — | #40 | $12.5M | 426,514 | $0 | 0 | +426,514 | New Buy | |
| Jefferies Financial Group Inc. | 0.08% | — | #110 | $11.7M | 400,149 | $0 | 0 | +400,149 | New Buy | |
| Choice Wealth Advisors LLC | 4.11% | — | #8 | $11.7M | 398,929 | $0 | 0 | +398,929 | New Buy | |
| Stratos Wealth Partners, LTD. | 0.12% | 0.11% | #96 | $11.6M | 395,385 | $10.1M | 324,507 | +70,878+21.84% | Add | |
| Mariner, LLC | 0.01% | 0.01% | #174 | $11.2M | 381,515 | $11.3M | 364,655 | +16,860+4.62% | Add | |
| Resonant Capital Advisors, LLC | 0.53% | 0.53% | #49 | $11.1M | 377,427 | $10.1M | 324,751 | +52,676+16.22% | Add | |
| Janney Montgomery Scott LLC | 0.02% | 0.03% | #155 | $11.0M | 374,717 | $11.5M | 371,558 | +3,159+0.85% | Add | |
| PRIVATE CLIENT SERVICES, LLC | 2.67% | — | #13 | $10.2M | 347,558 | $0 | 0 | +347,558 | New Buy | |
| Cetera Investment Advisers | 0.01% | 0.01% | #177 | $10.1M | 345,324 | $9.2M | 296,771 | +48,553+16.36% | Add | |
| OPPENHEIMER & CO INC | 0.11% | 0.13% | #100 | $10.1M | 342,933 | $10.5M | 337,543 | +5,390+1.60% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #206 | $10.1M | 342,820 | $9.5M | 304,770 | +38,050+12.48% | Add | |
| Blue Trust, Inc. | 0.09% | 0.12% | #103 | $9.9M | 338,031 | $10.3M | 332,261 | +5,770+1.74% | Add | |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 2.53% | 2.68% | #14 | $9.7M | 328,981 | $9.8M | 316,671 | +12,310+3.89% | Add | |
| Sunrise Financial Services, LLC | 5.73% | 6.85% | #6 | $9.6M | 328,814 | $9.7M | 311,446 | +17,368+5.58% | Add | |
| Csenge Advisory Group | 0.38% | 0.42% | #60 | $9.4M | 320,728 | $9.2M | 297,744 | +22,984+7.72% | Add | |
| Ethos Financial Group, LLC | 0.62% | 0.67% | #44 | $9.2M | 286,041 | $9.1M | 293,574 | -7,533-2.57% | Reduce | |
| Guided Capital Wealth Management, LLC | 5.29% | 5.11% | #7 | $9.1M | 308,481 | $7.7M | 249,881 | +58,600+23.45% | Add | |
| Great Diamond Partners, LLC | 1.44% | 1.68% | #24 | $8.4M | 284,636 | $8.8M | 282,220 | +2,416+0.86% | Add | |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 0.85% | 0.75% | #36 | $8.4M | 284,610 | $6.5M | 209,580 | +75,030+35.80% | Add | |
| &PARTNERS | 0.03% | 0.03% | #143 | $7.8M | 266,330 | $5.3M | 172,460 | +93,870+54.43% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #178 | $7.7M | 262,873 | $5.4M | 174,483 | +88,390+50.66% | Add | |
| MBL Wealth, LLC | 0.52% | 0.56% | #51 | $7.6M | 259,747 | $7.4M | 238,344 | +21,403+8.98% | Add |