GDIV Institutional Ownership
Harbor Dividend Growth Leaders ETF (GDIV)
1W: -1.2%
1M: -3.9%
3M: -1.8%
YTD: +8.6%
1Y: +13.4%
3Y: +55.7%
$18.23
+0.14 (+0.75%)
Weekly Expected Move ±1.6%
$18
$18
$18
$19
$19
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — GDIV
29
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
95M
Total Invested
3
New Positions
8
Increased
12
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | 1,169,405 | $21M | +12,854 | +1.1% | 7Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1,035,468 | $19M | +7,843 | +0.8% | 14Q | SEC ↗ |
| 3 | LPL Financial LLC | 871,431 | $16M | -26,018 | -2.9% | 16Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 436,980 | $8M | -3,101 | -0.7% | 7Q | SEC ↗ |
| 5 | Equitable Holdings, Inc. | 388,339 | $7M | +2,564 | +0.7% | 15Q | SEC ↗ |
| 6 | Private Advisor Group, LLC | 279,792 | $5M | -35,491 | -11.3% | 14Q | SEC ↗ |
| 7 | Ballentine Partners, LLC | 166,536 | $3M | — | +0.0% | 6Q | SEC ↗ |
| 8 | TRANSCEND CAPITAL ADVISORS, LLC | 148,879 | $3M | -7,630 | -4.9% | 6Q | SEC ↗ |
| 9 | Cerity Partners LLC | 124,280 | $2M | -10,820 | -8.0% | 2Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 108,847 | $2M | +2,581 | +2.4% | 15Q | SEC ↗ |
| 11 | TRUIST FINANCIAL CORP | 105,121 | $2M | +1,405 | +1.4% | 15Q | SEC ↗ |
| 12 | Arkadios Wealth Advisors | 103,807 | $2M | -6,724 | -6.1% | 6Q | SEC ↗ |
| 13 | Worth Financial Advisory Group, LLC | 60,636 | $1M | +55,542 | +1090.3% | 12Q | SEC ↗ |
| 14 | Copper Harbor Investment Advisors, LLC NEW | 40,677 | $741K | — | +0.0% | 1Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 22,226 | $405K | +4,618 | +26.2% | 5Q | SEC ↗ |
| 16 | Advisory Services Network, LLC NEW | 13,608 | $248K | — | +0.0% | 1Q | SEC ↗ |
| 17 | EP Wealth Advisors, LLC | 13,007 | $237K | -567 | -4.2% | 3Q | SEC ↗ |
| 18 | ASSETMARK, INC | 10,702 | $195K | — | +0.0% | 5Q | SEC ↗ |
| 19 | IFG Advisory, LLC NEW | 8,696 | $158K | — | +0.0% | 1Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 7,592 | $138K | -687 | -8.3% | 16Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 6,164 | $112K | -22,401 | -78.4% | 3Q | SEC ↗ |
| 22 | MORGAN STANLEY | 5,266 | $96K | -223 | -4.1% | 9Q | SEC ↗ |
| 23 | IFP Advisors, Inc | 4,543 | $83K | +1,844 | +68.3% | 15Q | SEC ↗ |
| 24 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 3,325 | $61K | — | +0.0% | 3Q | SEC ↗ |
| 25 | UBS Group AG | 2,090 | $38K | -1,367 | -39.5% | 2Q | SEC ↗ |
| 26 | CWM, LLC | 1,915 | $35K | — | +0.0% | 10Q | SEC ↗ |
| 27 | PRIVATE TRUST CO NA | 959 | $17K | — | +0.0% | 11Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC | 895 | $16K | — | +0.0% | 4Q | SEC ↗ |
| 29 | Steward Partners Investment Advisory, | 425 | $8K | — | +0.0% | 7Q | SEC ↗ |
| 30 | GTS SECURITIES LLC | 0 | $0K | -30,504 | -100.0% | 8Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -11,494 | -100.0% | 2Q | SEC ↗ |
| 32 | Janney Montgomery Scott LLC | 0 | $0K | -18,555 | -100.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Copper Harbor Investment Advisors, | 40,677 | $741K |
| Advisory Services Network, LLC | 13,608 | $248K |
| IFG Advisory, LLC | 8,696 | $158K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 30,504 | $556K |
| Janney Montgomery Scott LLC | 18,555 | $338K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,494 | $209K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Worth Financial Advisory Group, LLC | +55,542 | +1090.3% | 60,636 |
| Sequoia Financial Advisors, LLC | +12,854 | +1.1% | 1,169,405 |
| COMMONWEALTH EQUITY SERVICES, LLC | +7,843 | +0.8% | 1,035,468 |
| CITADEL ADVISORS LLC | +4,618 | +26.2% | 22,226 |
| ENVESTNET ASSET MANAGEMENT INC | +2,581 | +2.4% | 108,847 |
| Equitable Holdings, Inc. | +2,564 | +0.7% | 388,339 |
| IFP Advisors, Inc | +1,844 | +68.3% | 4,543 |
| TRUIST FINANCIAL CORP | +1,405 | +1.4% | 105,121 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -35,491 | -11.3% | 279,792 |
| LPL Financial LLC | -26,018 | -2.9% | 871,431 |
| ROYAL BANK OF CANADA | -22,401 | -78.4% | 6,164 |
| Cerity Partners LLC | -10,820 | -8.0% | 124,280 |
| TRANSCEND CAPITAL ADVISORS, LLC | -7,630 | -4.9% | 148,879 |
| Arkadios Wealth Advisors | -6,724 | -6.1% | 103,807 |
| RAYMOND JAMES FINANCIAL INC | -3,101 | -0.7% | 436,980 |
| UBS Group AG | -1,367 | -39.5% | 2,090 |
| OSAIC HOLDINGS, INC. | -687 | -8.3% | 7,592 |
| EP Wealth Advisors, LLC | -567 | -4.2% | 13,007 |
| MORGAN STANLEY | -223 | -4.1% | 5,266 |