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Harbor International Compounders ETF

64 hedge funds and large institutions have $377M invested in Harbor International Compounders ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $306M → $377M (+$70.3M)

3% more funds holding

Funds holding: 6264 (+2)

0.99% more ownership

Funds ownership: 77.9%78.89% (+0.99%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.84%
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
30
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$70.7M +$9.22M +331,954 +16%
DE
2
Diversified Enterprises
Delaware
$69.1M +$5.84M +210,333 +10%
AFA
3
Arlington Financial Advisors
California
$44.2M +$19.9M +717,306 +91%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$27.5M +$256K +9,234 +1%
VWM
5
Venturi Wealth Management
Texas
$23M -$5.11M -184,228 -19%
LPL Financial
6
LPL Financial
California
$18.1M +$2.14M +77,006 +14%
AIM
7
AMI Investment Management
Indiana
$16M +$1.06M +38,250 +8%
PFWA
8
Paces Ferry Wealth Advisors
Georgia
$15.6M +$407K +14,673 +3%
GWM
9
GSB Wealth Management
Connecticut
$10.9M +$1.29M +46,359 +14%
ACS
10
Archford Capital Strategies
Illinois
$7.52M +$1.36M +49,160 +24%
WIA
11
World Investment Advisors
California
$6.97M -$105K -3,791 -2%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$5.42M -$325K -11,702 -6%
FWM
13
FMA Wealth Management
Massachusetts
$5.27M +$205K +7,378 +4%
NA
14
Nordwand Advisors
Pennsylvania
$4.35M
VAS
15
Vestmark Advisory Solutions
Massachusetts
$3.66M +$3.47M +125,042 New
FG
16
Fiduciary Group
Georgia
$3.49M +$202K +7,289 +7%
EFG
17
Embree Financial Group
Illinois
$3.29M +$776K +27,942 +33%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.14M -$2.72M -97,890 -48%
MNBTD
19
Moody National Bank Trust Division
Texas
$2.99M +$113K +4,053 +4%
Raymond James Financial
20
Raymond James Financial
Florida
$2.92M +$471K +16,981 +21%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.82M +$2.67M +96,190 New
PWS
22
Proactive Wealth Strategies
Georgia
$2.24M +$2.13M +76,654 New
FAIM
23
Financial Advocates Investment Management
Washington
$1.93M -$156K -5,628 -8%
Truist Financial
24
Truist Financial
North Carolina
$1.79M +$1.18M +42,355 +226%
WF
25
WinCap Financial
Massachusetts
$1.76M -$112K -4,026 -6%

OSEA Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q2 2025, worth a combined $377M — up 23% from $306M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OSEA positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Arlington Financial Advisors, adding an estimated $19.9M. The largest seller was San Luis Wealth Advisors, exiting entirely with an estimated $5.38M sold.

  • 64 institutional investors held Harbor International Compounders ETF (OSEA) as of Q2 2025, up from 62 in Q1 2025.
  • Funds reported $377M of Harbor International Compounders ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 9 funds opened new Harbor International Compounders ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Harbor International Compounders ETF buyer in Q2 2025 was Arlington Financial Advisors, an estimated $19.9M added.
  • The largest Harbor International Compounders ETF seller in Q2 2025 was San Luis Wealth Advisors, an estimated $5.38M sold.

Based on aggregated 13F filings for Q2 2025.