Who Owns HARBOR ETF TRUST (OSEA)? -- Institutional Holders (2026-03-31)
79 institutions reported holding $355.7M of HARBOR ETF TRUST (OSEA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Diversified Enterprises, LLC ($83.1M), Arlington Financial Advisors, LLC ($48.9M), PNC Financial Services Group, Inc. ($24.8M), Venturi Wealth Management, LLC ($22.3M), RAYMOND JAMES FINANCIAL INC ($18.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Diversified Enterprises, LLC | $83.1M | 2.9M | Added |
| 2 | Arlington Financial Advisors, LLC | $48.9M | 1.7M | Added |
| 3 | PNC Financial Services Group, Inc. | $24.8M | 856,740 | Added |
| 4 | Venturi Wealth Management, LLC | $22.3M | 770,867 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $18.5M | 638,349 | Added |
| 6 | PACES FERRY WEALTH ADVISORS, LLC | $16.8M | 580,868 | Added |
| 7 | AMI INVESTMENT MANAGEMENT INC | $12.6M | 436,578 | Added |
| 8 | Grey Ledge Advisors, LLC | $11.2M | 385,807 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $10.5M | 363,359 | Added |
| 10 | Corient Private Wealth LLC | $9.6M | 331,998 | Trimmed |
| 11 | Nordwand Advisors, LLC | $9.1M | 314,868 | Trimmed |
| 12 | Archford Capital Strategies, LLC | $7.6M | 262,431 | Added |
| 13 | JPMORGAN CHASE & CO | $7.2M | 255,063 | Added |
| 14 | Gladstone Institutional Advisory LLC | $6.9M | 239,899 | New |
| 15 | Proactive Wealth Strategies LLC | $6.6M | 229,294 | Added |
| 16 | FMA Wealth Management, LLC | $4.7M | 160,715 | Trimmed |
| 17 | Fiduciary Group, LLC | $4.4M | 152,201 | Added |
| 18 | LPL Financial LLC | $3.5M | 121,375 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $3.2M | 110,957 | Added |
| 20 | KWB Wealth | $3.1M | 101,772 | Trimmed |
| 21 | CPC Advisors, LLC | $3.0M | 103,656 | Added |
| 22 | Focus Partners Wealth | $3.0M | 103,369 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $2.6M | 91,342 | Trimmed |
| 24 | CAPTRUST FINANCIAL ADVISORS | $2.5M | 85,863 | Trimmed |
| 25 | HRT FINANCIAL LP | $2.1M | 72,138 | New |
Source: SEC Form 13F filings · as of 2026-03-31