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Harbor International Compounders ETF
OSEA

Overview Fund Activity

54 hedge funds and large institutions have $181M invested in Harbor International Compounders ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+14
Holders Change %
+35%
% of All Funds
0.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
20
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$10.8M
2
PFWA
2
Paces Ferry Wealth Advisors
Georgia
$9.36M
3
VWM
3
Venturi Wealth Management
Texas
$22.7M
4
LPL Financial
4
LPL Financial
California
$15.5M
5
GWM
5
GSB Wealth Management
Connecticut
$2.31M

Top Sellers

1
AFA
1
Arlington Financial Advisors
California
$18.6M
2
LC
2
Legacy CG
Texas
$0
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$6.39M
4
Jane Street
4
Jane Street
New York
$1.72M
5
MCM
5
Manchester Capital Management
Vermont
$94.5K
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
1
Venturi Wealth Management
Texas
$22.7M 877,931 +262,922 +43%
AFA
2
Arlington Financial Advisors
California
$18.6M 718,311 -748,721 -51%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$17.3M 669,171 -32,078 -5%
RA
4
Riversedge Advisors
Delaware
$16.2M 628,285 -2,387 -0.4%
LPL Financial
5
LPL Financial
California
$15.5M 599,950 +205,796 +52%
AIM
6
AMI Investment Management
Indiana
$11.6M 449,490 +37,172 +9%
OMC
7
Old Mission Capital
Illinois
$10.8M 418,359 +418,359 New
PFWA
8
Paces Ferry Wealth Advisors
Georgia
$9.36M 361,998 +361,998 New
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$6.39M 247,246 -97,498 -28%
WIA
10
World Investment Advisors
California
$5.61M 216,961 +24,965 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.69M 181,417 +22,837 +14%
FWM
12
FMA Wealth Management
Massachusetts
$4.54M 175,598 +1,714 +1%
SLWA
13
San Luis Wealth Advisors
California
$4.18M 161,623 -1,480 -0.9%
NA
14
Nordwand Advisors
Pennsylvania
$3.85M 149,085 – –
Raymond James Financial
15
Raymond James Financial
Florida
$2.63M 101,591 +101,591 New
FG
16
Fiduciary Group
Georgia
$2.6M 100,439 +10,791 +12%
GWM
17
GSB Wealth Management
Connecticut
$2.31M 89,320 +89,320 New
FAIM
18
Financial Advocates Investment Management
Washington
$1.89M 73,021 +73,021 New
AAS
19
Annex Advisory Services
Wisconsin
$1.76M 67,936 +67,936 New
Jane Street
20
Jane Street
New York
$1.72M 66,568 -74,096 -53%
SPIA
21
Steward Partners Investment Advisory
New York
$1.55M 59,900 -5,690 -9%
MNBTD
22
Moody National Bank Trust Division
Texas
$1.46M 56,573 +56,573 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.44M 55,531 -259 -0.5%
WF
24
WinCap Financial
Massachusetts
$1.43M 55,395 +55,395 New
SAM
25
Summit Asset Management
Tennessee
$1.11M 42,800 +3,858 +10%
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