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Harbor International Compounders ETF

69 hedge funds and large institutions have $436M invested in Harbor International Compounders ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

8% more funds holding

Funds holding: 6469 (+5)

5% more capital invested

Capital invested by funds: $413M → $436M (+$22.1M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.47% less ownership

Funds ownership: 83.92%78.46% (-5.5%)

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
0.84%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
36
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$88.2M +$6.84M +225,974 +8%
DE
2
Diversified Enterprises
Delaware
$80.3M +$3.64M +120,270 +5%
AFA
3
Arlington Financial Advisors
California
$48.8M +$1.17M +38,591 +2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$25.3M +$6.06M +200,156 +32%
VWM
5
Venturi Wealth Management
Texas
$23.5M +$473K +15,617 +2%
PFWA
6
Paces Ferry Wealth Advisors
Georgia
$16.5M +$321K +10,609 +2%
AIM
7
AMI Investment Management
Indiana
$13M +$85K +2,807 +0.7%
Raymond James Financial
8
Raymond James Financial
Florida
$12.9M -$3.15M -104,142 -20%
GWM
9
GSB Wealth Management
Connecticut
$12.6M -$3.68M -121,414 -23%
Corient Private Wealth
10
Corient Private Wealth
Florida
$10.8M +$7.57M +249,793 +231%
Bank of America
11
Bank of America
North Carolina
$9.96M +$1.37M +45,347 +16%
NA
12
Nordwand Advisors
Pennsylvania
$9.63M +$1.51M +49,765 +19%
LPL Financial
13
LPL Financial
California
$7.57M -$2.97M -98,030 -28%
ACS
14
Archford Capital Strategies
Illinois
$7.35M -$2.31M -76,201 -24%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.84M +$859K +28,371 +17%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$5.31M +$5.32M +175,498 New
FWM
17
FMA Wealth Management
Massachusetts
$5.21M -$103K -3,403 -2%
SFS
18
Sunrise Financial Services
Washington
$5.1M +$5.1M +168,552 New
FG
19
Fiduciary Group
Georgia
$4.35M +$378K +12,476 +10%
KW
20
KWB Wealth
California
$3.11M +$939K +31,007 +43%
CPC
21
Consolidated Planning Corp
Georgia
$2.95M +$1.2M +39,586 +68%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$2.94M +$498K +16,451 +20%
PWS
23
Proactive Wealth Strategies
Georgia
$2.93M +$427K +14,093 +17%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.8M +$1.2M +39,555 +74%
EFG
25
Embree Financial Group
Illinois
$2.49M -$886K -29,241 -26%

OSEA Hedge Fund Activity: Q4 2025 in Review

69 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q4 2025, worth a combined $436M — up 5.3% from $413M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OSEA positions and 4 closed out — a net gain of 6 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $7.57M. The largest seller was World Investment Advisors, cutting an estimated $7.31M.

  • 69 institutional investors held Harbor International Compounders ETF (OSEA) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $436M of Harbor International Compounders ETF stock for Q4 2025, up 5.3% quarter-over-quarter.
  • 10 funds opened new Harbor International Compounders ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest Harbor International Compounders ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $7.57M added.
  • The largest Harbor International Compounders ETF seller in Q4 2025 was World Investment Advisors, an estimated $7.31M sold.

Based on aggregated 13F filings for Q4 2025.