AGGS Institutional Ownership
Harbor Disciplined Bond ETF (AGGS)
1W: -0.6%
1M: -2.9%
3M: -4.4%
YTD: -4.9%
1Y: -4.8%
$38.92
-0.05 (-0.13%)
Weekly Expected Move ±0.7%
$38
$39
$39
$39
$39
Overview
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Institutional Ownership — AGGS
11
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
14M
Total Invested
2
New Positions
3
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Archford Capital Strategies, LLC | 169,789 | 7M | +7,276 | +4.5% | 4Q | SEC ↗ |
| 2 | Steward Partners Investment Advisory, | 68,980 | 3M | +298 | +0.4% | 5Q | SEC ↗ |
| 3 | INCOME RESEARCH & MANAGEMENT | 50,000 | 2M | — | +0.0% | 9Q | SEC ↗ |
| 4 | Worth Financial Advisory Group, LLC NEW | 12,617 | 491K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 9,272 | 361K | — | +0.0% | 4Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 8,283 | 322K | -9,042 | -52.2% | 9Q | SEC ↗ |
| 7 | LPL Financial LLC | 6,001 | 234K | +545 | +10.0% | 5Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC NEW | 5,012 | 195K | — | +0.0% | 1Q | SEC ↗ |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 965 | 38K | — | +0.0% | 3Q | SEC ↗ |
| 10 | Accurate Wealth Management, LLC | 0 | 0K | -7,981 | -100.0% | 5Q | SEC ↗ |
| 11 | UBS Group AG | 0 | 0K | -64 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Worth Financial Advisory Group, LLC | 12,617 | 491K |
| CITADEL ADVISORS LLC | 5,012 | 195K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Accurate Wealth Management, LLC | 7,981 | 311K |
| UBS Group AG | 64 | 2K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Archford Capital Strategies, LLC | +7,276 | +4.5% | 169,789 |
| LPL Financial LLC | +545 | +10.0% | 6,001 |
| Steward Partners Investment Advisor | +298 | +0.4% | 68,980 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -9,042 | -52.2% | 8,283 |