Who Owns HARBOR ETF TRUST (GDIV)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $94.8M of HARBOR ETF TRUST (GDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sequoia Financial Advisors, LLC ($21.6M), COMMONWEALTH EQUITY SERVICES, LLC ($19.1M), LPL Financial LLC ($16.1M), RAYMOND JAMES FINANCIAL INC ($8.1M), Equitable Holdings, Inc. ($7.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sequoia Financial Advisors, LLC | $21.6M | 1.2M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $19.1M | 1.0M | Added |
| 3 | LPL Financial LLC | $16.1M | 871,431 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $8.1M | 436,980 | Trimmed |
| 5 | Equitable Holdings, Inc. | $7.2M | 388,339 | Added |
| 6 | Private Advisor Group, LLC | $5.2M | 279,792 | Trimmed |
| 7 | Ballentine Partners, LLC | $3.1M | 166,536 | Hold |
| 8 | TRANSCEND CAPITAL ADVISORS, LLC | $2.7M | 148,879 | Trimmed |
| 9 | Cerity Partners LLC | $2.3M | 124,280 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 108,847 | Added |
| 11 | TRUIST FINANCIAL CORP | $1.9M | 105,121 | Added |
| 12 | Arkadios Wealth Advisors | $1.9M | 103,807 | Trimmed |
| 13 | Worth Financial Advisory Group, LLC | $1.1M | 60,636 | Added |
| 14 | Copper Harbor Investment Advisors, LLC | $750,165 | 40,677 | New |
| 15 | CITADEL ADVISORS LLC | $409,890 | 22,226 | Added |
| 16 | Advisory Services Network, LLC | $250,957 | 13,608 | New |
| 17 | EP Wealth Advisors, LLC | $239,870 | 13,007 | Trimmed |
| 18 | ASSETMARK, INC | $197,365 | 10,702 | Hold |
| 19 | IFG Advisory, LLC | $160,370 | 8,696 | New |
| 20 | OSAIC HOLDINGS, INC. | $140,020 | 7,592 | Trimmed |
| 21 | Royal Bank of Canada | $114,000 | 6,164 | Trimmed |
| 22 | MORGAN STANLEY | $97,120 | 5,266 | Trimmed |
| 23 | IFP Advisors, Inc | $83,782 | 4,543 | Added |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $60,807 | 3,325 | Hold |
| 25 | UBS Group AG | $38,544 | 2,090 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30