INFO Institutional Ownership
Harbor PanAgora Dynamic Large Cap Core ETF
1W: -0.2%
1M: +0.8%
3M: +3.5%
YTD: +15.2%
1Y: +18.7%
$28.29
+0.15 (+0.53%)
Weekly Expected Move ±1.5%
$27
$28
$28
$29
$29
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Institutional Ownership — INFO
16
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
863M
Total Invested
5
New Positions
7
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | National Pension Service | 24,565,625 | 695M | — | +0.0% | 7Q | SEC ↗ |
| 2 | Fragasso Financial Advisors Inc | 3,227,771 | 91M | +107,653 | +3.5% | 3Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 1,501,054 | 42M | — | +0.0% | 1Q | SEC ↗ |
| 4 | First National Trust Co | 811,021 | 23M | -8,151 | -1.0% | 2Q | SEC ↗ |
| 5 | Archford Capital Strategies, LLC | 609,085 | 17M | +6,415 | +1.1% | 6Q | SEC ↗ |
| 6 | Guided Capital Wealth Management, LLC NEW | 395,134 | 11M | — | +0.0% | 1Q | SEC ↗ |
| 7 | TRUIST FINANCIAL CORP | 229,379 | 6M | +25,109 | +12.3% | 4Q | SEC ↗ |
| 8 | Steward Partners Investment Advisory, | 191,382 | 5M | +40,031 | +26.4% | 5Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 126,415 | 4M | +57,858 | +84.4% | 2Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 36,924 | 1M | +21,806 | +144.2% | 2Q | SEC ↗ |
| 11 | SFG Wealth Management, LLC. NEW | 26,638 | 754K | — | +0.0% | 1Q | SEC ↗ |
| 12 | LPL Financial LLC | 17,647 | 499K | +1,297 | +7.9% | 6Q | SEC ↗ |
| 13 | Integrated Wealth Concepts LLC NEW | 821 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Acumen Wealth Advisors, LLC NEW | 295 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Allworth Financial LP | 50 | 1K | — | +0.0% | 2Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 0 | 0K | -821 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 1,501,054 | 42M |
| Guided Capital Wealth Management, L | 395,134 | 11M |
| SFG Wealth Management, LLC. | 26,638 | 754K |
| Integrated Wealth Concepts LLC | 821 | 23K |
| Acumen Wealth Advisors, LLC | 295 | 8K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JPMORGAN CHASE & CO | 821 | 23K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fragasso Financial Advisors Inc | +107,653 | +3.5% | 3,227,771 |
| COMMONWEALTH EQUITY SERVICES, LLC | +57,858 | +84.4% | 126,415 |
| Steward Partners Investment Advisor | +40,031 | +26.4% | 191,382 |
| TRUIST FINANCIAL CORP | +25,109 | +12.3% | 229,379 |
| OSAIC HOLDINGS, INC. | +21,806 | +144.2% | 36,924 |
| Archford Capital Strategies, LLC | +6,415 | +1.1% | 609,085 |
| LPL Financial LLC | +1,297 | +7.9% | 17,647 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| First National Trust Co | -8,151 | -1.0% | 811,021 |