HARBOR COMMODITY ALL WEATHER (HGER) Institutional Ownership Changes & 13F Activity

HARBOR COMMODITY ALL WEATHER (HGER). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Wells Fargo & Company/Mn, Jefferies Financial Group Inc., and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+7,380+32.0%30,449$893.38KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-3,511-11.6%26,838$787.43KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+266+2.5%10,899$319.78KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+19,47019,470$571.26KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+400,149400,149$11.74MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+38,875+51.4%114,559$3.36MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+3,324,211+31.7%13,816,604$405.38MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+820,752+36.7%3,059,281$89.76MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-597,592-3.4%16,889,289$495.53MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+222,277+38.2%803,424$23.57MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+104,656104,656$3.07MQ2 2026Aug 14, 2026
&PartnersBuy+93,870+54.4%266,330$7.83MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+88,390+50.7%262,873$7.71MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+32,015+2.4%1,368,604$40.15MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+17,84617,846$522.72KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+13,606+25.0%68,054$2.00MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+8,840+21.2%50,516$1.48MQ2 2026Aug 14, 2026
Ensign Peak Advisors, IncBuy+6,2006,200$181.91KQ2 2026Aug 14, 2026
Empire Financial Management Company, LlcBuy+948+0.6%153,402$4.50MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+698698$20.48KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+254+3.0%8,695$255.11KQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+169+0.1%162,594$4.77MQ2 2026Aug 14, 2026
Nomura Asset Management Co LtdBuy+65,60065,600$1.92MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+49,839+10.5%525,690$15.42MQ2 2026Aug 13, 2026
Kayne Anderson Rudnick Investment Management LlcBuy+34,70834,708$1.02MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+32,23832,238$945.86KQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+20,405+126.5%36,541$1.07MQ2 2026Aug 13, 2026
Mariner, LlcBuy+16,860+4.6%381,515$11.19MQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdBuy+11,58711,587$339.96KQ2 2026Aug 13, 2026
Stillwater Private Wealth, LlcBuy+9,5099,509$320.00KQ2 2026Aug 13, 2026
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Frequently asked questions about HGER activity

  • Which institutional owners are buying HGER?

    Institutional owners buying HGER include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HGER activity?

    "Buy" means an investor increased their reported position in HGER compared to the prior reporting period. This reflects growing exposure to HARBOR COMMODITY ALL WEATHER (HGER) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HGER increasing?

    Institutional interest in HGER can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.