HGER Institutional Ownership & Shareholders
HARBOR COMMODITY ALL WEATHER (HGER) is currently held by 250 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.76B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of HGER tracked by InsiderSet, reporting ownership valued at approximately $495.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $583.86M, representing an estimated gain of +17.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed HGER value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Bank Of America Corp, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in HARBOR COMMODITY ALL WEATHER (HGER).
This page ranks the largest institutional HGER shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
250
Total Reported Value
$2.76B
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$495.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.09% | 16,889,289 | $495,531,727 | $583,862,721 | +$88,330,994 | +17.83% | |
| Bank Of America Corp | 0.03% | 13,816,604 | $405,379,149 | $477,640,000 | +$72,260,851 | +17.83% | |
| Jpmorgan Chase & Co | 0.02% | 12,754,670 | $369,247,707 | $440,928,942 | +$71,681,235 | +19.41% | |
| Great Lakes Advisors, Llc | 0.82% | 3,674,133 | $107,799,072 | $127,014,778 | +$19,215,706 | +17.83% | |
| Mainstay Capital Management Llc | 7.20% | 3,317,519 | $97,336,007 | $114,686,632 | +$17,350,625 | +17.83% | |
| Lpl Financial Llc | 0.02% | 3,234,296 | $94,894,228 | $111,809,613 | +$16,915,385 | +17.83% | |
| Raymond James Financial Inc | 0.02% | 3,059,281 | $89,759,295 | $105,759,344 | +$16,000,049 | +17.83% | |
| New Harbor Financial Group, Llc | 6.88% | 1,269,762 | $44,771,803 | $43,895,672 | -$876,131 | -1.96% | |
| 3Edge Asset Management, Lp | 1.77% | 1,181,470 | $41,658,616 | $40,843,418 | -$815,198 | -1.96% | |
| Horizon Advisory Services, Inc. | 15.27% | 1,144,638 | $40,359,936 | $39,570,136 | -$789,800 | -1.96% | |
| Pinnacle Financial Partners, Inc. | 0.27% | 1,368,604 | $40,154,861 | $47,312,640 | +$7,157,779 | +17.83% | |
| Assetmark, Inc | 0.07% | 1,099,784 | $38,778,384 | $38,019,533 | -$758,851 | -1.96% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,038,351 | $36,612,270 | $35,895,794 | -$716,476 | -1.96% | |
| Private Advisor Group, Llc | 0.13% | 938,680 | $27,540,917 | $32,450,168 | +$4,909,251 | +17.83% | |
| Aprio Wealth Management, Llc | 1.19% | 739,294 | $26,067,502 | $25,557,394 | -$510,108 | -1.96% | |
| Central Trust Co | 0.44% | 830,472 | $24,366,050 | $28,709,417 | +$4,343,367 | +17.83% | |
| Inspirion Wealth Advisors, Llc | 2.74% | 685,113 | $24,157,082 | $23,684,356 | -$472,726 | -1.96% | |
| Ellsworth Advisors, Llc | 3.84% | 675,656 | $23,823,630 | $23,357,428 | -$466,202 | -1.96% | |
| Royal Bank Of Canada | 0.00% | 803,424 | $23,572,000 | $27,774,368 | +$4,202,368 | +17.83% | |
| Vident Advisory, Llc | 0.15% | 696,401 | $20,432,405 | $24,074,583 | +$3,642,178 | +17.83% | |
| Advisor Os, Llc | 1.34% | 575,209 | $20,281,862 | $19,884,975 | -$396,887 | -1.96% | |
| Sanctuary Advisors, Llc | 0.07% | 525,690 | $15,423,752 | $18,173,103 | +$2,749,351 | +17.83% | |
| Compound Planning, Inc. | 0.40% | 524,162 | $15,378,917 | $18,120,280 | +$2,741,363 | +17.83% | |
| Cornerstone Wealth Group, Llc | 0.87% | 434,243 | $15,311,410 | $15,011,781 | -$299,629 | -1.96% | |
| Resonant Capital Advisors, Llc | 0.73% | 431,048 | $15,198,752 | $14,901,329 | -$297,423 | -1.96% | |
| Mjp Associates Inc | 1.64% | 512,286 | $15,030,471 | $17,709,727 | +$2,679,256 | +17.83% | |
| D.A. Davidson & Co. | 0.08% | 404,763 | $14,271,943 | $13,992,657 | -$279,286 | -1.96% | |
| Vestgen Advisors, Llc | 0.41% | 380,116 | $13,402,890 | $13,140,610 | -$262,280 | -1.96% | |
| Choice Wealth Advisors Llc | 4.62% | 379,159 | $13,369,146 | $13,107,527 | -$261,619 | -1.96% | |
| Private Client Services, Llc | 3.39% | 358,070 | $12,625,548 | $12,378,480 | -$247,068 | -1.96% | |
| Blue Trust, Inc. | 0.13% | 355,573 | $12,537,504 | $12,292,159 | -$245,345 | -1.96% | |
| Oppenheimer & Co Inc | 0.13% | 349,590 | $12,326,543 | $12,085,326 | -$241,217 | -1.96% | |
| Sunrise Financial Services, Llc | 6.78% | 347,126 | $12,239,650 | $12,000,146 | -$239,504 | -1.96% | |
| Weil Company, Inc. | 2.10% | 346,306 | $12,210,755 | $11,971,798 | -$238,957 | -1.96% | |
| Jefferies Financial Group Inc. | 0.11% | 400,149 | $11,740,372 | $13,833,151 | +$2,092,779 | +17.83% | |
| Stratos Wealth Partners, Ltd. | 0.12% | 395,385 | $11,600,605 | $13,668,459 | +$2,067,854 | +17.83% | |
| Persium Advisors, Llc | 5.92% | 320,806 | $11,311,632 | $11,090,263 | -$221,369 | -1.96% | |
| Mariner, Llc | 0.01% | 381,515 | $11,193,664 | $13,188,974 | +$1,995,310 | +17.83% | |
| Janney Montgomery Scott Llc | 0.02% | 374,717 | $10,994,000 | $12,953,967 | +$1,959,967 | +17.83% | |
| Guided Capital Wealth Management, Llc | 6.28% | 307,151 | $10,830,144 | $10,618,210 | -$211,934 | -1.96% | |
| Cetera Investment Advisers | 0.01% | 345,324 | $10,131,793 | $11,937,851 | +$1,806,058 | +17.83% | |
| Envestnet Asset Management Inc | 0.00% | 342,820 | $10,058,334 | $11,851,287 | +$1,792,953 | +17.83% | |
| Northcape Wealth Management, Llc | 2.53% | 328,981 | $9,652,303 | $11,372,873 | +$1,720,570 | +17.83% | |
| Mbl Wealth, Llc | 0.57% | 271,212 | $9,562,936 | $9,375,799 | -$187,137 | -1.96% | |
| Cooper Financial Group | 0.76% | 270,878 | $9,551,156 | $9,364,252 | -$186,904 | -1.96% | |
| Csenge Advisory Group | 0.38% | 320,728 | $9,410,165 | $11,087,567 | +$1,677,402 | +17.83% | |
| Ethos Financial Group, Llc | 0.62% | 286,041 | $9,224,822 | $9,888,437 | +$663,615 | +7.19% | |
| Tru Independence Llc | 3.61% | 239,625 | $8,449,181 | $8,283,836 | -$165,345 | -1.96% | |
| Twin Focus Capital Partners, Llc | 0.85% | 284,610 | $8,350,457 | $9,838,968 | +$1,488,511 | +17.83% | |
| Encompass More Asset Management | 1.11% | 222,098 | $7,831,175 | $7,677,928 | -$153,247 | -1.96% |
Frequently asked questions about HGER
Who are the largest institutional holders of HGER?
The largest institutional holders of HGER reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Bank Of America Corp, Jpmorgan Chase & Co, Great Lakes Advisors, Llc, and Mainstay Capital Management Llc. InsiderSet ranks institutional holders by their latest reported HGER position.
What is HGER institutional ownership?
This page tracks HGER positions reported by institutional investment managers through SEC Form 13F. HARBOR COMMODITY ALL WEATHER (HGER) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HGER?
InsiderSet currently tracks 250 institutional managers reporting HGER holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HGER shareholders.
How much HGER stock do institutions own?
Institutional investment managers disclosed approximately $2.76B in HGER holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HGER institutional ownership last updated?
The latest HGER institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HGER holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HGER position after the reporting date.
Are institutions buying or selling HGER?
Institutional buying and selling can be analyzed by comparing HGER positions across consecutive 13F reporting periods. InsiderSet's HGER Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HGER ownership changes.
How has HGER institutional ownership changed over time?
InsiderSet tracks HGER institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.