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Harbor International Compounders ETF
OSEA

Overview Fund Activity

62 hedge funds and large institutions have $306M invested in Harbor International Compounders ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.84%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
13
Increased
26
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DE
1
Diversified Enterprises
Delaware
$57.1M
2
AAS
2
Annex Advisory Services
Wisconsin
$55.3M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$24.7M
4
GWM
4
GSB Wealth Management
Connecticut
$8.62M
5
ACS
5
Archford Capital Strategies
Illinois
$5.51M

Top Sellers

1
RA
1
Riversedge Advisors
Delaware
$783K
2
OMC
2
Old Mission Capital
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$14.4M
4
SPIA
4
Steward Partners Investment Advisory
New York
$180K
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
DE
1
Diversified Enterprises
Delaware
$57.1M 2,151,159 +2,151,159 New
AAS
2
Annex Advisory Services
Wisconsin
$55.3M 2,084,963 +2,017,027 +2,969%
VWM
3
Venturi Wealth Management
Texas
$25.7M 968,945 +91,014 +10%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$24.7M 930,282 +261,111 +39%
AFA
5
Arlington Financial Advisors
California
$21M 792,066 +73,755 +10%
LPL Financial
6
LPL Financial
California
$14.4M 541,831 -58,119 -10%
PFWA
7
Paces Ferry Wealth Advisors
Georgia
$13.7M 517,369 +155,371 +43%
AIM
8
AMI Investment Management
Indiana
$13.5M 509,360 +59,870 +13%
GWM
9
GSB Wealth Management
Connecticut
$8.62M 324,778 +235,458 +264%
WIA
10
World Investment Advisors
California
$6.42M 242,080 +25,119 +12%
ACS
11
Archford Capital Strategies
Illinois
$5.51M 207,722 +207,722 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.45M 205,317 +23,900 +13%
SLWA
13
San Luis Wealth Advisors
California
$5.38M 202,912 +41,289 +26%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$5.22M 196,903 -50,343 -20%
FWM
15
FMA Wealth Management
Massachusetts
$4.64M 172,528 -3,070 -2%
NA
16
Nordwand Advisors
Pennsylvania
$3.95M 148,698 -387 -0.3%
FG
17
Fiduciary Group
Georgia
$2.97M 111,949 +11,510 +11%
MNBTD
18
Moody National Bank Trust Division
Texas
$2.6M 97,955 +41,382 +73%
EFG
19
Embree Financial Group
Illinois
$2.25M 84,619 +57,424 +211%
Raymond James Financial
20
Raymond James Financial
Florida
$2.19M 82,678 -18,913 -19%
FAIM
21
Financial Advocates Investment Management
Washington
$1.9M 71,597 -1,424 -2%
BW
22
Balance Wealth
Ohio
$1.86M 70,166 +70,166 New
FTUS
23
Flow Traders U.S.
New York
$1.8M 67,964 +67,964 New
WF
24
WinCap Financial
Massachusetts
$1.71M 64,283 +8,888 +16%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.47M 55,531 – –
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