OSEA icon

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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$39.8M
2
AFA
Arlington Financial Advisors
California
+$21M
3
AAS
Annex Advisory Services
Wisconsin
+$9.72M
4
DE
Diversified Enterprises
Delaware
+$6.16M
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$3.66M

Top Sellers

1
VWM
Venturi Wealth Management
Texas
-$5.39M
2
SLWA
San Luis Wealth Advisors
California
-$5.38M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.87M
4
BW
Balance Wealth
Ohio
-$1.86M
5
FTUS
Flow Traders U.S.
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
1
Annex Advisory Services
Wisconsin
$70.7M +$9.72M +331,954 +16%
DE
2
Diversified Enterprises
Delaware
$69.1M +$6.16M +210,333 +10%
AFA
3
Arlington Financial Advisors
California
$44.2M +$21M +717,306 +91%
Corient Private Wealth
4
Corient Private Wealth
Florida
$40M +$39.8M +1,366,205 +17,307%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$27.5M +$270K +9,234 +1%
VWM
6
Venturi Wealth Management
Texas
$23M -$5.39M -184,228 -19%
LPL Financial
7
LPL Financial
California
$18.1M +$2.25M +77,006 +14%
AIM
8
AMI Investment Management
Indiana
$16M +$1.12M +38,250 +8%
PFWA
9
Paces Ferry Wealth Advisors
Georgia
$15.6M +$429K +14,673 +3%
GWM
10
GSB Wealth Management
Connecticut
$10.9M +$1.36M +46,359 +14%
ACS
11
Archford Capital Strategies
Illinois
$7.52M +$1.44M +49,160 +24%
WIA
12
World Investment Advisors
California
$6.97M -$111K -3,791 -2%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$5.42M -$343K -11,702 -6%
FWM
14
FMA Wealth Management
Massachusetts
$5.27M +$216K +7,378 +4%
NA
15
Nordwand Advisors
Pennsylvania
$4.35M – – –
VAS
16
Vestmark Advisory Solutions
Massachusetts
$3.66M +$3.66M +125,042 New
FG
17
Fiduciary Group
Georgia
$3.49M +$213K +7,289 +7%
EFG
18
Embree Financial Group
Illinois
$3.29M +$818K +27,942 +33%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.14M -$2.87M -97,890 -48%
MNBTD
20
Moody National Bank Trust Division
Texas
$2.99M +$119K +4,053 +4%
Raymond James Financial
21
Raymond James Financial
Florida
$2.92M +$497K +16,981 +21%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.82M +$2.82M +96,190 New
PWS
23
Proactive Wealth Strategies
Georgia
$2.24M +$2.24M +76,654 New
FAIM
24
Financial Advocates Investment Management
Washington
$1.93M -$165K -5,628 -8%
Truist Financial
25
Truist Financial
North Carolina
$1.79M +$1.24M +42,355 +226%
1
2 3