Harbor ETF Trust - OSEA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annex Advisory Services, LLC | History | Added to | 2,917,083 | 88,241 | 1.69% | 1.69% | 1 | +225,974 | 8.4% | Q4 2025 | Jan 26, 2026 |
| Diversified Enterprises, LLC | History | Added to | 2,653,732 | 80,275 | 4.77% | 5.04% | 2 | +120,270 | 4.75% | Q4 2025 | Jan 28, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 1,614,578 | 48,840 | 7.0% | 6.86% | 3 | +38,591 | 2.45% | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 835,223 | 25,265 | 0.01% | 0.01% | 4 | +200,156 | 31.52% | Q4 2025 | Feb 06, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 777,579 | 23,521 | 1.04% | 1.05% | 5 | +15,617 | 2.05% | Q4 2025 | Jan 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 543,808 | 16,450 | 6.68% | 6.56% | 6 | +10,609 | 1.99% | Q4 2025 | Feb 11, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 428,101 | 12,950 | 2.91% | 2.92% | 7 | +2,807 | 0.66% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 427,007 | 12,916 | 0.0% | 0.01% | 8 | -104,142 | -19.61% | Q4 2025 | Feb 18, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 417,554 | 12,631 | 2.86% | 2.96% | 9 | -121,414 | -22.53% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 329,374 | 9,963 | 0.0% | 0.0% | 10 | +45,347 | 15.97% | Q4 2025 | Feb 17, 2026 |
| Nordwand Advisors, LLC | History | Added to | 318,209 | 9,625 | 1.68% | 1.26% | 11 | +49,765 | 18.54% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Reduced | 250,249 | 7,570 | 0.0% | 0.0% | 12 | -98,030 | -28.15% | Q4 2025 | Feb 11, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 243,109 | 7,354 | 0.86% | 1.12% | 13 | -76,201 | -23.86% | Q4 2025 | Jan 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 192,951 | 5,836 | 0.0% | 0.0% | 14 | +28,371 | 17.24% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 179,042 | 5,415 | 0.01% | 0.01% | 15 | +70,751 | 65.33% | Q4 2025 | Mar 09, 2026 |
| Focus Partners Wealth | History | New | 175,498 | 5,308 | 0.01% | — | 16 | +175,498 | New | Q4 2025 | Feb 13, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 172,326 | 5,212 | 3.38% | 3.57% | 17 | -3,403 | -1.94% | Q4 2025 | Jan 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 168,552 | 5,098 | 3.84% | — | 18 | +168,552 | New | Q4 2025 | Feb 11, 2026 |
| Fiduciary Group, LLC | History | Added to | 143,640 | 4,345 | 0.36% | 0.34% | 19 | +12,476 | 9.51% | Q4 2025 | Feb 12, 2026 |
| KWB Wealth | History | Added to | 102,800 | 3,109 | 0.29% | 0.23% | 20 | +31,007 | 43.19% | Q4 2025 | Jan 12, 2026 |
| CPC Advisors, LLC | History | Added to | 97,606 | 2,952 | 0.3% | 0.18% | 21 | +39,586 | 68.23% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 97,241 | 2,941 | 0.01% | 0.0% | 22 | +16,451 | 20.36% | Q4 2025 | Feb 17, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 96,792 | 2,927 | 1.16% | 1.05% | 23 | +14,093 | 17.04% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 92,667 | 2,803 | 0.01% | 0.0% | 24 | +39,555 | 74.47% | Q4 2025 | Mar 16, 2026 |
| Embree Financial Group | History | Reduced | 82,464 | 2,494 | 0.31% | 0.44% | 25 | -29,241 | -26.18% | Q4 2025 | Jan 14, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 67,928 | 2,054 | 1.41% | 1.36% | 26 | +1,189 | 1.78% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 59,756 | 1,807 | 0.0% | 0.0% | 27 | -15,520 | -20.62% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 58,651 | 1,774 | 0.0% | 0.0% | 28 | +1,485 | 2.6% | Q4 2025 | Feb 02, 2026 |
| Summit Asset Management, LLC | History | Added to | 56,397 | 1,706 | 0.24% | 0.23% | 29 | +6,343 | 12.67% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 52,944 | 1,601 | 0.0% | 0.0% | 30 | -8,005 | -13.13% | Q4 2025 | Feb 13, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 50,002 | 1,512 | 0.52% | 0.46% | 31 | +10,392 | 26.24% | Q4 2025 | Feb 10, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 49,941 | 1,510 | 0.15% | 0.25% | 32 | -52,067 | -51.04% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 36,560 | 1,105 | 0.0% | — | 33 | +36,560 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 34,603 | 1,046 | 0.0% | 0.0% | 34 | -24,395 | -41.35% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 32,756 | 990 | 0.0% | 0.0% | 35 | +185 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,102 | 880 | 0.0% | 0.0% | 36 | +946 | 3.36% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,564 | 712 | 0.0% | 0.0% | 37 | +1,787 | 8.21% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 23,223 | 702 | 0.0% | 0.0% | 38 | +826 | 3.69% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 20,395 | 629 | 0.08% | 0.1% | 39 | -3,844 | -15.86% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 17,240 | 521 | 0.01% | 0.01% | 40 | +4,000 | 30.21% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 16,280 | 492 | 0.03% | 0.02% | 41 | +1,694 | 11.61% | Q4 2025 | Jan 30, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 16,150 | 488 | 0.19% | 0.21% | 42 | -110 | -0.68% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,045 | 485 | 0.0% | — | 43 | +16,045 | New | Q4 2025 | Feb 12, 2026 |
| CRA Financial Services, LLC | History | No change | 15,797 | 477 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 14,543 | 439 | 0.08% | 0.08% | 45 | -46 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 14,471 | 437 | 0.0% | — | 46 | +14,471 | New | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | New | 13,499 | 408 | 0.0% | — | 47 | +13,499 | New | Q4 2025 | Jan 29, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 12,666 | 384 | 0.06% | 0.11% | 49 | -8,863 | -41.17% | Q4 2025 | Jan 08, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 12,710 | 384 | 0.08% | 0.1% | 48 | -2,355 | -15.63% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,928 | 360 | 0.0% | 0.0% | 50 | +4,964 | 71.28% | Q4 2025 | Feb 10, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 11,778 | 356 | 0.29% | 0.28% | 51 | +145 | 1.25% | Q4 2025 | Feb 13, 2026 |
| one8zero8, LLC | History | New | 11,500 | 347 | 0.08% | — | 52 | +11,500 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,192 | 338 | 0.0% | 0.0% | 53 | -257 | -2.24% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 11,044 | 334 | 0.01% | — | 54 | +11,044 | New | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 10,321 | 312 | 0.01% | 0.15% | 55 | -241,226 | -95.9% | Q4 2025 | Mar 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 9,478 | 286 | 0.0% | 0.0% | 56 | +116 | 1.24% | Q4 2025 | Feb 05, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 8,273 | 250 | 0.12% | 0.14% | 57 | -474 | -5.42% | Q4 2025 | Jan 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,070 | 244 | 0.0% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 3,162 | 96 | 0.03% | 0.02% | 59 | +1,503 | 90.6% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,846 | 86 | 0.0% | 0.0% | 61 | -375 | -11.64% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,870 | 86 | 0.01% | 0.01% | 60 | +36 | 1.27% | Q4 2025 | Feb 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,850 | 55 | 0.0% | 0.0% | 62 | +215 | 13.15% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 1,200 | 36 | 0.0% | 0.0% | 63 | +672 | 127.27% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,000 | 30 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | New | 982 | 29 | 0.0% | — | 65 | +982 | New | Q4 2025 | Jan 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 200 | 6 | 0.0% | — | 66 | +200 | New | Q4 2025 | Feb 03, 2026 |
| Ankerstar Wealth, LLC | History | New | 36 | 1 | 0.0% | — | 67 | +36 | New | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -224,323 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -177,816 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78,826 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Amplius Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,280 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |