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Harbor International Compounders ETF

64 hedge funds and large institutions have $413M invested in Harbor International Compounders ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $377M → $413M (+$36.6M)

5.03% more ownership

Funds ownership: 78.89%83.92% (+5%)

0% more funds holding

Funds holding: 6464 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
64
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
31
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$79.6M +$8.01M +274,192 +11%
DE
2
Diversified Enterprises
Delaware
$74.9M +$5.02M +171,970 +7%
AFA
3
Arlington Financial Advisors
California
$46.6M +$1.95M +66,615 +4%
VWM
4
Venturi Wealth Management
Texas
$22.5M -$665K -22,755 -3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$18.8M +$18.6M +635,067 New
PFWA
6
Paces Ferry Wealth Advisors
Georgia
$15.8M +$33.8K +1,157 +0.2%
Raymond James Financial
7
Raymond James Financial
Florida
$15.7M +$12.6M +431,490 +433%
GWM
8
GSB Wealth Management
Connecticut
$13.1M +$4.9M +167,831 +45%
AIM
9
AMI Investment Management
Indiana
$12.6M -$3.57M -122,316 -22%
LPL Financial
10
LPL Financial
California
$10.3M -$7.9M -270,558 -44%
ACS
11
Archford Capital Strategies
Illinois
$9.44M +$1.82M +62,428 +24%
Bank of America
12
Bank of America
North Carolina
$8.4M +$8.3M +284,027 New
NA
13
Nordwand Advisors
Pennsylvania
$7.94M +$3.5M +119,746 +81%
WIA
14
World Investment Advisors
California
$7.44M +$387K +13,258 +6%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$6.63M +$2.9M +99,281 +79%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$5.26M -$216K -7,385 -4%
FWM
17
FMA Wealth Management
Massachusetts
$5.2M -$122K -4,177 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.87M +$2M +68,390 +71%
FG
19
Fiduciary Group
Georgia
$3.88M +$348K +11,926 +10%
EFG
20
Embree Financial Group
Illinois
$3.3M -$25K -856 -0.8%
Corient Private Wealth
21
Corient Private Wealth
Florida
$3.2M +$1.54M +52,601 +94%
MNBTD
22
Moody National Bank Trust Division
Texas
$3.02M
PWS
23
Proactive Wealth Strategies
Georgia
$2.45M +$177K +6,045 +8%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$2.39M +$1.11M +37,912 +88%
Citadel Advisors
25
Citadel Advisors
Florida
$2.33M +$2.3M +78,826 New

OSEA Hedge Fund Activity: Q3 2025 in Review

64 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q3 2025, worth a combined $413M — up 9.7% from $377M a quarter earlier.

Fund positioning in OSEA was balanced in Q3 2025: 9 funds opened new positions, 9 closed out, 31 added to existing stakes and 16 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $18.6M. The largest seller was Amplius Wealth Advisors, cutting an estimated $27.2M.

  • 64 institutional investors held Harbor International Compounders ETF (OSEA) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $413M of Harbor International Compounders ETF stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 9 funds opened new Harbor International Compounders ETF positions in Q3 2025 and 9 closed out, a net change of 0 holders.
  • The largest Harbor International Compounders ETF buyer in Q3 2025 was PNC Financial Services Group, an estimated $18.6M added.
  • The largest Harbor International Compounders ETF seller in Q3 2025 was Amplius Wealth Advisors, an estimated $27.2M sold.

Based on aggregated 13F filings for Q3 2025.