Harbor Disciplined Bond ETF
AGGS
10 hedge funds and large institutions have $12.3M invested in Harbor Disciplined Bond ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 8 → 10 (+2)
6% more capital invested
Capital invested by funds: $11.6M → $12.3M (+$648K)
1.2% more ownership
Funds ownership: 31.82% → 33.02% (+1.2%)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
+$629K |
| 2 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$301K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$40.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$106K |
| 2 |
LPL Financial
San Diego,
California
|
-$50.5K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$20K |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$12.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACS
1
Archford Capital Strategies
Swansea,
Illinois
| $5.72M | +$301K | +7,218 | +5% |
|
|
SPIA
2
Steward Partners Investment Advisory
New York
| $2.37M | -$20K | -481 | -0.8% |
|
|
IRM
3
Income Research & Management
Boston,
Massachusetts
| $2.06M | – | – | – |
|
|
WFAG
4
Worth Financial Advisory Group
Charlotte,
North Carolina
| $622K | +$629K | +15,101 | New |
|
|
AWM
5
Accurate Wealth Management
Wesley Chapel,
Florida
| $543K | -$12.5K | -299 | -2% |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $382K | – | – | – |
|
|
7
Jane Street
New York
| $281K | -$106K | -2,538 | -27% |
|
|
8
LPL Financial
San Diego,
California
| $225K | -$50.5K | -1,211 | -18% |
|
|
IAIM
9
International Assets Investment Management
Orlando,
Florida
| $39.8K | +$40.2K | +965 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $1.48K | -$1.17K | -28 | -44% |
|
AGGS Hedge Fund Activity: Q4 2025 in Review
10 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Harbor Disciplined Bond ETF (AGGS) for Q4 2025, worth a combined $12.3M — up 5.6% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AGGS positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Worth Financial Advisory Group, opening a new position worth an estimated $629K. The largest seller was Jane Street, cutting an estimated $106K.
- 10 institutional investors held Harbor Disciplined Bond ETF (AGGS) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $12.3M of Harbor Disciplined Bond ETF stock for Q4 2025, up 5.6% quarter-over-quarter.
- 2 funds opened new Harbor Disciplined Bond ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest Harbor Disciplined Bond ETF buyer in Q4 2025 was Worth Financial Advisory Group, an estimated $629K added.
- The largest Harbor Disciplined Bond ETF seller in Q4 2025 was Jane Street, an estimated $106K sold.
Based on aggregated 13F filings for Q4 2025.