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Harbor International Compounders ETF
OSEA

Overview Fund Activity

64 hedge funds and large institutions have $415M invested in Harbor International Compounders ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
9
Increased
29
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$40M
2
AFA
2
Arlington Financial Advisors
California
$44.2M
3
AAS
3
Annex Advisory Services
Wisconsin
$70.7M
4
DE
4
Diversified Enterprises
Delaware
$69.1M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$3.66M

Top Sellers

1
VWM
1
Venturi Wealth Management
Texas
$23M
2
SLWA
2
San Luis Wealth Advisors
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.14M
4
BW
4
Balance Wealth
Ohio
$0
5
FTUS
5
Flow Traders U.S.
New York
$683K
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
1
Annex Advisory Services
Wisconsin
$70.7M 2,416,917 +331,954 +16%
DE
2
Diversified Enterprises
Delaware
$69.1M 2,361,492 +210,333 +10%
AFA
3
Arlington Financial Advisors
California
$44.2M 1,509,372 +717,306 +91%
Corient Private Wealth
4
Corient Private Wealth
Florida
$40M 1,374,099 +1,366,205 +17,307%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$27.5M 939,516 +9,234 +1%
VWM
6
Venturi Wealth Management
Texas
$23M 784,717 -184,228 -19%
LPL Financial
7
LPL Financial
California
$18.1M 618,837 +77,006 +14%
AIM
8
AMI Investment Management
Indiana
$16M 547,610 +38,250 +8%
PFWA
9
Paces Ferry Wealth Advisors
Georgia
$15.6M 532,042 +14,673 +3%
GWM
10
GSB Wealth Management
Connecticut
$10.9M 371,137 +46,359 +14%
ACS
11
Archford Capital Strategies
Illinois
$7.52M 256,882 +49,160 +24%
WIA
12
World Investment Advisors
California
$6.97M 238,289 -3,791 -2%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$5.42M 185,201 -11,702 -6%
FWM
14
FMA Wealth Management
Massachusetts
$5.27M 179,906 +7,378 +4%
NA
15
Nordwand Advisors
Pennsylvania
$4.35M 148,698 – –
VAS
16
Vestmark Advisory Solutions
Massachusetts
$3.66M 125,042 +125,042 New
FG
17
Fiduciary Group
Georgia
$3.49M 119,238 +7,289 +7%
EFG
18
Embree Financial Group
Illinois
$3.29M 112,561 +27,942 +33%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.14M 107,427 -97,890 -48%
MNBTD
20
Moody National Bank Trust Division
Texas
$2.99M 102,008 +4,053 +4%
Raymond James Financial
21
Raymond James Financial
Florida
$2.92M 99,659 +16,981 +21%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.82M 96,190 +96,190 New
PWS
23
Proactive Wealth Strategies
Georgia
$2.24M 76,654 +76,654 New
FAIM
24
Financial Advocates Investment Management
Washington
$1.93M 65,969 -5,628 -8%
Truist Financial
25
Truist Financial
North Carolina
$1.79M 61,104 +42,355 +226%
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