Harbor ETF Trust - AGGS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | History | Added to | 138,852 | 5,723 | 0.67% | 0.65% | 1 | +7,218 | 5.48% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 57,569 | 2,372 | 0.01% | 0.01% | 2 | -481 | -0.83% | Q4 2025 | Feb 12, 2026 |
| INCOME RESEARCH & MANAGEMENT | History | No change | 50,000 | 2,061 | 1.08% | 1.02% | 3 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 15,101 | 622 | 0.3% | — | 4 | +15,101 | New | Q4 2025 | Jan 16, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 13,121 | 542 | 0.07% | 0.07% | 5 | -299 | -2.23% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,272 | 382 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,811 | 280 | 0.0% | 0.0% | 7 | -2,538 | -27.15% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 5,456 | 224 | 0.0% | 0.0% | 8 | -1,211 | -18.16% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 965 | 39 | 0.0% | — | 9 | +965 | New | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Reduced | 36 | 1 | 0.0% | 0.0% | 10 | -28 | -43.75% | Q4 2025 | Jan 29, 2026 |