Harbor ETF Trust - MEDI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 206,037 | 6,040 | 0.01% | 0.01% | 1 | -7,056 | -3.31% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 119,398 | 3,501 | 0.03% | 0.02% | 2 | +39,666 | 49.75% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,825 | 610 | 0.0% | 0.0% | 3 | +1,322 | 6.78% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,040 | 528 | 0.0% | 0.0% | 4 | +2,030 | 12.68% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,116 | 413 | 0.0% | — | 5 | +14,116 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 12,295 | 360 | 0.01% | 0.02% | 6 | -2,388 | -16.26% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 11,419 | 334 | 0.0% | — | 7 | +11,419 | New | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | New | 7,500 | 219 | 0.0% | — | 8 | +7,500 | New | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 330 | 9 | 0.0% | 0.0% | 9 | +29 | 9.63% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,420 | -100.0% | Q1 2026 | May 15, 2026 |