HGER
Harbor Commodity All-Weather Strategy ETF (HGER) · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +3.1% ·
share flow +15.7% ·
net new positions +3.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 16.89M | -3.4% | $495.53M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 13.82M | +31.7% | $405.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | JPMorgan Chase ✦ | 12.75M | +29.9% | $369.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | LPL Financial LLC | 3.23M | +13.7% | $94.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 3.12M | +28.3% | $91.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.06M | +36.7% | $89.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | HighTower Advisors, LLC | 1.36M | +8.6% | $39.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Assetmark, Inc | 1.10M | +5.8% | $32.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 1.04M | +11.3% | $30.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 803.42K | +38.2% | $23.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Mariner, LLC | 381.51K | +4.6% | $11.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 345.32K | +16.4% | $10.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 342.82K | +12.5% | $10.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 262.87K | +50.7% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Mml Investors Services, Llc | 196.04K | -12.1% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 145.38K | -0.3% | $4.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 133.20K | +2.5% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Cerity Partners LLC | 68.05K | +25.0% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Nomura Asset Management Co Ltd | 65.60K | -38.7% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 58.71K | -10.5% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 51.62K | +28.7% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Fifth Third Bancorp | 37.00K | +1.0% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Kayne Anderson Rudnick Investment… | 34.71K | New | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 32.24K | New | $945,863 | 0.0% | New | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 30.71K | +1.2% | $901,090 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 16.11K | -24.4% | $472,732 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 27 | CIBC Bancorp USA Inc. | 12.84K | -8.3% | $376,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 10.90K | +2.5% | $319,777 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ensign Peak Advisors, Inc | 6.20K | New | $181,908 | 0.0% | New | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 2.87K | -3.3% | $84,264 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | BlackRock ✦ (passive) | 1.69K | 0.0% | $49,482 | 0.0% | Held | 3 | SEC ↗ |
| 32 | UBS Group AG | 714 | New | $20,948 | 0.0% | New | 1 | SEC ↗ ×2 |
| 33 | UBS AM, a distinct business unit of… | 165 | 0.0% | $4,841 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Kayne Anderson Rudnick… | $1.02M | 0.0% |
| Rockefeller Capital… | $945,863 | 0.0% |
| Ensign Peak Advisors, Inc | $181,908 | 0.0% |
| UBS Group AG | $20,948 | 0.0% |
Exited
| Jane Street Group, Llc | $4.23M | was 0.0% |
| Susquehanna International… | $1.35M | was 0.0% |
| Qube Research & Technologies… | $650,001 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 198 holders, 71.45M shares, $2.17B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.