Filing Research | HARBOR ETF TRUST Institutional Holdings

Snapshot holdings

50 / 70 loaded

#		Instrument	quantity
1	New Harbor Financial Group, LLC	Shares	1.3MSH	$37.4M
2	Ellsworth Advisors, LLC	Shares	645.9KSH	$20.5M
3	INSPIRION WEALTH ADVISORS, LLC	Shares	684.5KSH	$20.2M
4	Aprio Wealth Management, LLC	Shares	661.9KSH	$19.4M
5	Choice Wealth Advisors LLC	Shares	398.9KSH	$11.7M
6	PRIVATE CLIENT SERVICES, LLC	Shares	347.6KSH	$10.2M
7	Blue Trust, Inc.	Shares	338.0KSH	$9.9M
8	Guided Capital Wealth Management, LLC	Shares	308.5KSH	$9.1M
9	Great Diamond Partners, LLC	Shares	284.6KSH	$8.4M
10	MBL Wealth, LLC	Shares	259.7KSH	$7.6M
11	Cooper Financial Group	Shares	244.8KSH	$7.2M
12	Nvest Wealth Strategies, Inc.	Shares	205.6KSH	$6.0M
13	Archford Capital Strategies, LLC	Shares	197.5KSH	$5.8M
14	Beta Wealth Group, Inc.	Shares	192.6KSH	$5.7M
15	Portside Wealth Group, LLC	Shares	153.3KSH	$4.5M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	145.4KSH	$4.4M
17	D.A. DAVIDSON & CO.	Shares	148.0KSH	$4.3M
18	Echo45 Advisors LLC	Shares	138.1KSH	$4.1M
19	Platform Technology Partners	Shares	138.0KSH	$4.0M
20	SFG Wealth Management, LLC.	Shares	131.0KSH	$3.8M
21	CERTIOR FINANCIAL GROUP, LLC	Shares	100.5KSH	$2.9M
22	IFP Advisors, Inc	Shares	96.1KSH	$2.8M
23	COURIER CAPITAL LLC	Shares	94.8KSH	$2.8M
24	CARY STREET PARTNERS FINANCIAL LLC	Shares	91.1KSH	$2.7M
25	Alliance Wealth Advisors, LLC /UT	Shares	89.6KSH	$2.6M
26	HARBOR INVESTMENT ADVISORY, LLC	Shares	74.5KSH	$2.2M
27	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	74.1KSH	$2.2M
28	EXCHANGE TRADED CONCEPTS, LLC	Shares	65.2KSH	$1.9M
29	Opus Financial Solutions LLC	Shares	63.5KSH	$1.9M
30	MassMutual Private Wealth & Trust, FSB	Shares	61.6KSH	$1.8M
31	Marshall & Sterling Wealth Advisors Inc.	Shares	55.7KSH	$1.6M
32	GENESIS PRIVATE WEALTH, LLC	Shares	46.7KSH	$1.4M
33	Embree Financial Group	Shares	42.9KSH	$1.3M
34	Cyndeo Wealth Partners, LLC	Shares	40.8KSH	$1.2M
35	HM PAYSON & CO	Shares	34.6KSH	$1.0M
36	4J Wealth Management LLC	Shares	28.6KSH	$840.3K
37	Merit Financial Group, LLC	Shares	28.2KSH	$827.0K
38	SHEETS SMITH WEALTH MANAGEMENT	Shares	26.1KSH	$764.8K
39	KWB Wealth	Shares	21.6KSH	$632.3K
40	TRUST CO OF TOLEDO NA /OH/	Shares	21.3KSH	$626.4K
41	NWAM LLC	Shares	20.8KSH	$611.2K
42	Presidio Capital Management, LLC	Shares	18.9KSH	$553.1K
43	CGN Advisors LLC	Shares	18.3KSH	$538.1K
44	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	17.3KSH	$507.6K
45	Worth Asset Management, LLC	Shares	17.0KSH	$499.0K
46	Vavra Capital Management, LLC	Shares	15.2KSH	$444.6K
47	PFG Investments, LLC	Shares	14.5KSH	$426.5K
48	Entelevest, LLC	Shares	14.3KSH	$420.1K
49	Fragasso Financial Advisors Inc	Shares	13.0KSH	$382.1K
50	Prospera Financial Services Inc	Shares	12.8KSH	$376.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 73 loaded

#		Instrument
1	Choice Wealth Advisors LLC new	Shares	+398.9K	+$11.7M	$11.7M
2	PRIVATE CLIENT SERVICES, LLC new	Shares	+347.6K	+$10.2M	$10.2M
3	Cooper Financial Group new	Shares	+244.8K	+$7.2M	$7.2M
4	D.A. DAVIDSON & CO. new	Shares	+148.0K	+$4.3M	$4.3M
5	Ellsworth Advisors, LLC added	Shares	+68.6K	+$2.6M	$20.5M
6	MassMutual Private Wealth & Trust, FSB new	Shares	+61.6K	+$1.8M	$1.8M
7	Portside Wealth Group, LLC added	Shares	+56.8K	+$1.5M	$4.5M
8	Guided Capital Wealth Management, LLC added	Shares	+58.6K	+$1.3M	$9.1M
9	Embree Financial Group new	Shares	+42.9K	+$1.3M	$1.3M
10	CERTIOR FINANCIAL GROUP, LLC added	Shares	+30.4K	+$775.4K	$2.9M
11	TRUST CO OF TOLEDO NA /OH/ new	Shares	+21.3K	+$626.4K	$626.4K
12	NWAM LLC new	Shares	+20.8K	+$611.2K	$611.2K
13	COURIER CAPITAL LLC added	Shares	+23.4K	+$568.2K	$2.8M
14	4J Wealth Management LLC added	Shares	+16.9K	+$474.7K	$840.3K
15	Prospera Financial Services Inc new	Shares	+12.8K	+$376.4K	$376.4K
16	PFG Advisors new	Shares	+11.9K	+$349.5K	$349.5K
17	Marshall & Sterling Wealth Advisors Inc. added	Shares	+14.0K	+$340.9K	$1.6M
18	Apollon Wealth Management, LLC new	Shares	+10.9K	+$318.6K	$318.6K
19	Platform Technology Partners added	Shares	+17.0K	+$296.4K	$4.0M
20	OMNI 360 Wealth, Inc. new	Shares	+9.6K	+$282.0K	$282.0K
21	Crewe Advisors LLC new	Shares	+7.9K	+$230.9K	$230.9K
22	MBL Wealth, LLC added	Shares	+21.4K	+$229.9K	$7.6M
23	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+7.7K	+$224.8K	$224.8K
24	Ballew Advisors, Inc new	Shares	+7.6K	+$224.6K	$224.6K
25	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+6.9K	+$184.1K	$507.6K
26	KWB Wealth added	Shares	+2.4K	+$156.8K	$632.3K
27	Alliance Wealth Advisors, LLC /UT added	Shares	+9.7K	+$151.6K	$2.6M
28	Echo45 Advisors LLC added	Shares	+12.0K	+$143.0K	$4.1M
29	Opus Financial Solutions LLC added	Shares	+7.5K	+$126.5K	$1.9M
30	Aprio Wealth Management, LLC added	Shares	+39.1K	+$106.4K	$19.4M
31	Entelevest, LLC added	Shares	+2.0K	+$38.9K	$420.1K
32	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.4K	+$29.0K	$1.9M
33	Eagle Strategies LLC added	Shares	+1.1K	+$19.5K	$269.5K
34	EverSource Wealth Advisors, LLC new	Shares	+646	+$18.9K	$18.9K
35	PFG Investments, LLC added	Shares	+1.3K	+$15.9K	$426.5K
36	EASTERN BANK added	Shares	+940	+$15.1K	$246.4K
37	JNBA Financial Advisors added	Shares	+219	+$6.4K	$7.5K
38	Englebert Financial Advisers, LLC added	Shares	+536	+$1.4K	$268.2K
39	Signature Resources Capital Management, LLC new	Shares	+21	+$616	$616
40	Matrix Trust Co added	Shares	+16.4K	+$449	$1.1K
41	GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ new	Shares	+1.2K	+$36	$36
42	OLD SECOND NATIONAL BANK OF AURORA unchanged	Shares	0	-$760	$13.3K
43	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$1.3K	$22.8K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$6.4K	$120.7K
45	BURKETT FINANCIAL SERVICES, LLC exited	Shares	-218	-$6.8K	$0
46	Vavra Capital Management, LLC added	Shares	+224	-$18.4K	$444.6K
47	Quest 10 Wealth Builders, Inc. exited	Shares	-650	-$20.2K	$0
48	Cyndeo Wealth Partners, LLC added	Shares	+1.4K	-$25.1K	$1.2M
49	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-481	-$36.0K	$370.6K
50	Aventura Private Wealth, LLC trimmed	Shares	-617	-$39.5K	$357.7K

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