OSEA Institutional Ownership & Shareholders
HARBOR INTL COMPOUNDERS ETF (OSEA) is currently held by 58 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $309.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Diversified Enterprises, Llc is currently the largest disclosed institutional shareholder of OSEA tracked by InsiderSet, reporting ownership valued at approximately $92.62M in its September 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 $94.36M, representing an estimated gain of +1.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed OSEA value among the investors covered in this analysis. Major shareholders include Diversified Enterprises, Llc, Pnc Financial Services Group, Inc., Venturi Wealth Management, Llc, and several other long-term asset managers with concentrated positions in HARBOR INTL COMPOUNDERS ETF (OSEA).
This page ranks the largest institutional OSEA 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
58
Total Reported Value
$309.07M
Largest Holder
Diversified Enterprises, Llc
Largest Position
$92.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Diversified Enterprises, Llc | 4.29% | 3,165,434 | $92,620,603 | $94,361,588 | +$1,740,985 | +1.88% | |
| Pnc Financial Services Group, Inc. | 0.01% | 789,971 | $24,125,715 | $23,549,036 | -$576,679 | -2.39% | |
| Venturi Wealth Management, Llc | 0.91% | 771,715 | $23,568,136 | $23,004,824 | -$563,312 | -2.39% | |
| Paces Ferry Wealth Advisors, Llc | 7.08% | 619,704 | $18,925,760 | $18,473,376 | -$452,384 | -2.39% | |
| Corient Private Wealth Llc | 0.03% | 610,542 | $18,645,950 | $18,200,257 | -$445,693 | -2.39% | |
| Raymond James Financial Inc | 0.00% | 470,973 | $14,383,515 | $14,039,705 | -$343,810 | -2.39% | |
| Bank Of America Corp | 0.00% | 387,556 | $11,835,960 | $11,553,044 | -$282,916 | -2.39% | |
| Kwb Wealth | 0.84% | 337,817 | $9,884,514 | $10,070,325 | +$185,811 | +1.88% | |
| Nordwand Advisors, Llc | 1.47% | 314,868 | $9,616,069 | $9,386,215 | -$229,854 | -2.39% | |
| Jpmorgan Chase & Co | 0.00% | 317,643 | $9,594,153 | $9,468,938 | -$125,215 | -1.31% | |
| Grey Ledge Advisors, Llc | 1.92% | 324,271 | $9,470,856 | $9,666,519 | +$195,663 | +2.07% | |
| Proactive Wealth Strategies Llc | 1.31% | 267,870 | $8,181,038 | $7,985,205 | -$195,833 | -2.39% | |
| Archford Capital Strategies, Llc | 0.80% | 275,158 | $8,051,123 | $8,202,460 | +$151,337 | +1.88% | |
| Gladstone Institutional Advisory Llc | 0.25% | 261,255 | $7,978,728 | $7,788,012 | -$190,716 | -2.39% | |
| Fiduciary Group, Llc | 0.38% | 158,509 | $4,840,869 | $4,725,153 | -$115,716 | -2.39% | |
| Citadel Advisors Llc | 0.00% | 136,715 | $4,175,276 | $4,075,474 | -$99,802 | -2.39% | |
| Lpl Financial Llc | 0.00% | 108,276 | $3,306,757 | $3,227,708 | -$79,049 | -2.39% | |
| Rockefeller Capital Management L.P. | 0.00% | 96,548 | $2,948,606 | $2,878,096 | -$70,510 | -2.39% | |
| Focus Partners Wealth | 0.00% | 89,426 | $2,731,126 | $2,665,789 | -$65,337 | -2.39% | |
| Captrust Financial Advisors | 0.00% | 78,840 | $2,407,774 | $2,350,220 | -$57,554 | -2.39% | |
| Envestnet Asset Management Inc | 0.00% | 60,442 | $1,845,909 | $1,801,776 | -$44,133 | -2.39% | |
| Ascension Capital Advisors, Inc. | 0.49% | 57,596 | $1,758,982 | $1,716,937 | -$42,045 | -2.39% | |
| Summit Asset Management, Llc | 0.22% | 56,929 | $1,738,612 | $1,697,053 | -$41,559 | -2.39% | |
| Private Advisor Group, Llc | 0.01% | 52,946 | $1,616,957 | $1,578,320 | -$38,637 | -2.39% | |
| Cpc Advisors, Llc | 0.21% | 52,760 | $1,543,758 | $1,572,776 | +$29,018 | +1.88% | |
| Moody National Bank Trust Division | 0.12% | 49,961 | $1,461,859 | $1,489,337 | +$27,478 | +1.88% | |
| Truist Financial Corp | 0.00% | 43,292 | $1,292,236 | $1,290,535 | -$1,701 | -0.13% | |
| Flow Traders U.S. Llc | 0.04% | 35,538 | $1,085,000 | $1,059,388 | -$25,612 | -2.36% | |
| Osaic Holdings, Inc. | 0.00% | 35,352 | $1,079,696 | $1,053,843 | -$25,853 | -2.39% | |
| Sunrise Financial Services, Llc | 0.49% | 30,330 | $887,456 | $904,137 | +$16,681 | +1.88% | |
| Jane Street Group, Llc | 0.00% | 29,039 | $886,851 | $865,653 | -$21,198 | -2.39% | |
| Iht Wealth Management, Llc | 0.01% | 21,730 | $663,624 | $647,771 | -$15,853 | -2.39% | |
| Benjamin Edwards Inc | 0.01% | 21,721 | $663,337 | $647,503 | -$15,834 | -2.39% | |
| Embree Financial Group | 0.06% | 20,920 | $612,123 | $623,625 | +$11,502 | +1.88% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 16,635 | $508,059 | $495,889 | -$12,170 | -2.40% | |
| Sanctuary Advisors, Llc | 0.00% | 15,402 | $470,377 | $459,134 | -$11,243 | -2.39% | |
| Bank Of New York Mellon Corp | 0.00% | 13,831 | $422,403 | $412,302 | -$10,101 | -2.39% | |
| Cra Financial Services, Llc | 0.05% | 14,240 | $416,662 | $424,494 | +$7,832 | +1.88% | |
| Studio Investment Management Llc | 0.07% | 13,326 | $389,919 | $397,248 | +$7,329 | +1.88% | |
| Shepherd Kaplan Krochuk, Llc | 0.29% | 11,778 | $359,688 | $351,102 | -$8,586 | -2.39% | |
| Eldridge Investment Advisors, Inc. | 0.07% | 11,575 | $353,501 | $345,051 | -$8,450 | -2.39% | |
| One8Zero8, Llc | 0.07% | 11,500 | $351,210 | $342,815 | -$8,395 | -2.39% | |
| Kestra Advisory Services, Llc | 0.00% | 10,605 | $310,313 | $316,135 | +$5,822 | +1.88% | |
| Annex Advisory Services, Llc | 0.00% | 10,322 | $302,022 | $307,699 | +$5,677 | +1.88% | |
| Worth Financial Advisory Group, Llc | 0.12% | 10,045 | $293,917 | $299,441 | +$5,524 | +1.88% | |
| Thrivent Financial For Lutherans | 0.00% | 7,190 | $220,000 | $214,334 | -$5,666 | -2.58% | |
| Balance Wealth, Llc | 0.01% | 1,967 | $57,554 | $58,636 | +$1,082 | +1.88% | |
| Creative Financial Designs Inc | 0.00% | 1,850 | $56,491 | $55,149 | -$1,343 | -2.38% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,168 | $35,671 | $34,818 | -$853 | -2.39% | |
| Private Trust Co Na | 0.00% | 1,000 | $29,260 | $29,810 | +$550 | +1.88% |
Frequently asked questions about OSEA
Who are the largest institutional holders of OSEA?
The largest institutional holders of OSEA reported in the latest SEC Form 13F filings include Diversified Enterprises, Llc, Pnc Financial Services Group, Inc., Venturi Wealth Management, Llc, Paces Ferry Wealth Advisors, Llc, and Corient Private Wealth Llc. InsiderSet ranks institutional holders by their latest reported OSEA position.
What is OSEA institutional ownership?
This page tracks OSEA positions reported by institutional investment managers through SEC Form 13F. HARBOR INTL COMPOUNDERS ETF (OSEA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OSEA?
InsiderSet currently tracks 58 institutional managers reporting OSEA 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 OSEA shareholders.
How much OSEA stock do institutions own?
Institutional investment managers disclosed approximately $309.07M in OSEA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OSEA institutional ownership last updated?
The latest OSEA 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 OSEA 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 OSEA position after the reporting date.
Are institutions buying or selling OSEA?
Institutional buying and selling can be analyzed by comparing OSEA positions across consecutive 13F reporting periods. InsiderSet's OSEA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OSEA ownership changes.
How has OSEA institutional ownership changed over time?
InsiderSet tracks OSEA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.