Gladstone Institutional Advisory’s Harbor International Compounders ETF OSEA Stock Holding History

Gladstone Institutional Advisory’s Portfolio OSEA Stock Details OSEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.98M	Buy	261,255 +21,356	+9%	+$648K	0.25%	84
2026 Q1	$6.95M	Buy	+239,899	New	+$7.26M	0.26%	82

Other funds holding OSEA

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

PFWA

Paces Ferry Wealth Advisors Atlanta, Georgia $270M AUM 19.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GWM

GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

Nordwand Advisors Radnor, Pennsylvania $652M AUM 36.81% 1-Year Est. Return

Gladstone Institutional Advisory's OSEA Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Harbor International Compounders ETF (OSEA) stake by 8.9% in Q2 2026, buying an estimated $648K and bringing the position to 261,255 shares worth $7.98M. The position accounts for 0.25% of the portfolio, ranked #84.

Gladstone Institutional Advisory first reported a position in OSEA in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold OSEA as of Q2 2026.

Gladstone Institutional Advisory held 261,255 shares of Harbor International Compounders ETF worth $7.98M as of Q2 2026.
Gladstone Institutional Advisory bought 21,356 Harbor International Compounders ETF shares in Q2 2026, an estimated $648K.
Harbor International Compounders ETF made up 0.25% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #84 holding.
Gladstone Institutional Advisory first reported a position in Harbor International Compounders ETF in Q1 2026 and has held it in 2 quarters since.
65 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.