Harbor ETF Trust - GDIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | History | Added to | 1,169,405 | 21,566 | 0.11% | 0.11% | 1 | +12,854 | 1.11% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,035,468 | 19,096 | 0.02% | 0.02% | 2 | +7,843 | 0.76% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Reduced | 871,431 | 16,070 | 0.0% | 0.0% | 3 | -26,018 | -2.9% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 436,980 | 8,058 | 0.0% | 0.0% | 4 | -3,101 | -0.7% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 388,339 | 7,161 | 0.04% | 0.04% | 5 | +2,564 | 0.66% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 279,792 | 5,159 | 0.02% | 0.02% | 6 | -35,491 | -11.26% | Q2 2026 | Jul 27, 2026 |
| Ballentine Partners, LLC | History | No change | 166,536 | 3,071 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 148,879 | 2,745 | 0.19% | 0.21% | 8 | -7,630 | -4.88% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | Reduced | 124,280 | 2,292 | 0.0% | 0.0% | 9 | -10,820 | -8.01% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 108,847 | 2,007 | 0.0% | 0.0% | 10 | +2,581 | 2.43% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 105,121 | 1,938 | 0.0% | 0.0% | 11 | +1,405 | 1.35% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 103,807 | 1,914 | 0.03% | 0.03% | 12 | -6,724 | -6.08% | Q2 2026 | Aug 10, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 60,636 | 1,118 | 0.47% | 0.52% | 13 | +55,542 | 1090.34% | Q2 2026 | Jul 30, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 40,677 | 750 | 0.16% | — | 14 | +40,677 | New | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,226 | 409 | 0.0% | 0.0% | 15 | +4,618 | 26.23% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | New | 13,608 | 250 | 0.0% | — | 16 | +13,608 | New | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 13,007 | 239 | 0.0% | 0.0% | 17 | -567 | -4.18% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 10,702 | 197 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | New | 8,696 | 160 | 0.01% | — | 19 | +8,696 | New | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,592 | 140 | 0.0% | 0.0% | 20 | -687 | -8.3% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,164 | 114 | 0.0% | 0.0% | 21 | -22,401 | -78.42% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 5,266 | 97 | 0.0% | 0.0% | 22 | -223 | -4.06% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,543 | 83 | 0.0% | 0.0% | 23 | +1,844 | 68.32% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,325 | 60 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Reduced | 2,090 | 38 | 0.0% | 0.0% | 25 | -1,367 | -39.54% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,915 | 31 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 959 | 17 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 895 | 16 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 425 | 7 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,494 | -100.0% | Q2 2026 | Aug 14, 2026 |