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Harbor Dividend Growth Leaders ETF

18 hedge funds and large institutions have $29.5M invested in Harbor Dividend Growth Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$7.88M 653,178
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.36M 527,202 -4,240 -0.8%
BP
3
Ballentine Partners
Massachusetts
$4.65M 384,894
LPL Financial
4
LPL Financial
California
$4.53M 375,285 +325,729 +657%
RJA
5
Raymond James & Associates
Florida
$1.6M 132,252 +132,252 New
AWA
6
Arkadios Wealth Advisors
Georgia
$1.13M 93,207 +93,207 New
PAG
7
Private Advisor Group
New Jersey
$992K 82,168 +82,168 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$513K 42,485 +14,833 +54%
RWP
9
RWA Wealth Partners
Massachusetts
$505K 41,879
Truist Financial
10
Truist Financial
North Carolina
$496K 41,096 +14,833 +56%
Osaic Holdings
11
Osaic Holdings
Arizona
$263K 21,814 +12,931 +146%
PCP
12
Proficio Capital Partners
Massachusetts
$230K 19,082 -1,296 -6%
PWM
13
Perigon Wealth Management
California
$224K 18,562
EH
14
Equitable Holdings
New York
$120K 10,000
CTA
15
Colonial Trust Advisors
South Carolina
$17.5K 1,453 +1,453 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$8.69K 720 +720 New
IA
17
IFP Advisors
Florida
$6.34K 498 -12,902 -96%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$335 27,832 +27,832 New
Jane Street
19
Jane Street
New York
-11,044 Closed
UBS Group
20
UBS Group
Switzerland
-849 Closed
CFGS
21
Concourse Financial Group Securities
Alabama