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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +7,380 | +32.0% | 30,449 | $893.38K | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -3,511 | -11.6% | 26,838 | $787.43K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +266 | +2.5% | 10,899 | $319.78K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +19,470 | — | 19,470 | $571.26K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +400,149 | — | 400,149 | $11.74M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +38,875 | +51.4% | 114,559 | $3.36M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +3,324,211 | +31.7% | 13,816,604 | $405.38M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +820,752 | +36.7% | 3,059,281 | $89.76M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -597,592 | -3.4% | 16,889,289 | $495.53M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +222,277 | +38.2% | 803,424 | $23.57M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +104,656 | — | 104,656 | $3.07M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +93,870 | +54.4% | 266,330 | $7.83M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +88,390 | +50.7% | 262,873 | $7.71M | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +32,015 | +2.4% | 1,368,604 | $40.15M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +17,846 | — | 17,846 | $522.72K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +13,606 | +25.0% | 68,054 | $2.00M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +8,840 | +21.2% | 50,516 | $1.48M | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Buy | +6,200 | — | 6,200 | $181.91K | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, Llc | Buy | +948 | +0.6% | 153,402 | $4.50M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +698 | — | 698 | $20.48K | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Buy | +254 | +3.0% | 8,695 | $255.11K | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +169 | +0.1% | 162,594 | $4.77M | Q2 2026 | Aug 14, 2026 |
| Nomura Asset Management Co Ltd | Buy | +65,600 | — | 65,600 | $1.92M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +49,839 | +10.5% | 525,690 | $15.42M | Q2 2026 | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management Llc | Buy | +34,708 | — | 34,708 | $1.02M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +32,238 | — | 32,238 | $945.86K | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Buy | +20,405 | +126.5% | 36,541 | $1.07M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +16,860 | +4.6% | 381,515 | $11.19M | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +11,587 | — | 11,587 | $339.96K | Q2 2026 | Aug 13, 2026 |
| Stillwater Private Wealth, Llc | Buy | +9,509 | — | 9,509 | $320.00K | Q2 2026 | Aug 13, 2026 |
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.