HARBOR COMMODITY ALL WEATHER HGER

US
$29.65
+0.5%
52w: $22.48 – $33.47

Latest 13F among current holders filed 32 days ago (Jun 3, 2026)

Price — last 12 months

research preview data
22.4827.9833.47
Jun 20, 2025 Jul 2, 2026
Institutional holders
200
+36 QoQ
13F value
$2.52B
+94.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$250K calls / — puts

Institutional value by quarter

$97.4M
Q1 2024
$166.5M
Q2 2024
$177.3M
Q3 2024
$248.1M
Q4 2024
$299.2M
Q1 2025
$371.2M
Q2 2025
$670.4M
Q3 2025
$1.30B
Q4 2025
$2.52B
Q1 2026

Number of holders

29
Q1 2024
53
Q2 2024
57
Q3 2024
71
Q4 2024
80
Q1 2025
89
Q2 2025
113
Q3 2025
164
Q4 2025
200
Q1 2026

Who owns HGER?

Q1 2026 filings
FundTypeSharesValue% of fundChange
WELLS FARGO & COMPANY/MN Bank broker17.5M$542.3M0.1%+23.5%
BANK OF AMERICA CORP /DE/ Bank broker10.5M$325.4M0.0%+171.7%
JPMORGAN CHASE & CO Bank broker9.8M$304.1M0.0%+8116382.6%
GREAT LAKES ADVISORS, LLC Other3.8M$118.9M1.0%+43.6%
3EDGE Asset Management, LP Wealth advisor3.3M$103.8M5.0%-27.8%
LPL Financial LLC Bank broker2.8M$88.2M0.0%+74.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Insurance2.4M$75.5M0.0%+57.8%
RAYMOND JAMES FINANCIAL INC Bank broker2.2M$69.4M0.0%+27.5%
Pinnacle Financial Partners, Inc. Diversified mechanical1.3M$41.5M0.3%0.0%
HighTower Advisors, LLC Diversified mechanical1.3M$38.8M0.0%+98.1%
New Harbor Financial Group, LLC Wealth advisor1.2M$38.1M6.9%+4.2%
Private Advisor Group, LLC Wealth advisor1.2M$35.8M0.2%-11.2%
ASSETMARK, INC Wealth advisor1.0M$32.3M0.1%+20.4%
Horizon Advisory Services, Inc. Wealth advisor978.3K$30.3M15.5%-17.5%
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor933.5K$28.9M0.0%+3.4%
Sowa Financial Group, Inc. Wealth advisor780.4K$24.2M12.0%+38.7%
CENTRAL TRUST Co Diversified mechanical749.2K$23.2M0.5%+29.4%
INSPIRION WEALTH ADVISORS, LLC Wealth advisor663.1K$20.6M2.6%+10.0%
Aprio Wealth Management, LLC Wealth advisor622.8K$19.3M1.1%+4.1%
ROYAL BANK OF CANADA Bank broker581.1K$18.0M0.0%+29.8%
Ellsworth Advisors, LLC Other577.3K$17.9M3.4%+9.9%
Advisor OS, LLC Wealth advisor573.7K$17.8M1.3%+2409.4%
MJP ASSOCIATES INC /ADV Wealth advisor487.5K$15.1M1.8%New
Sanctuary Advisors, LLC Wealth advisor475.9K$14.8M0.1%+33.3%
WIN ADVISORS, INC Wealth advisor469.1K$14.5M6.7%New
Cambridge Investment Research Advisors, Inc. Wealth advisor454.0K$14.1M0.0%-17.6%
Compound Planning, Inc. Wealth advisor380.0K$11.8M0.4%+1.8%
Janney Montgomery Scott LLC Diversified mechanical371.6K$11.5M0.0%+2.8%
Mariner, LLC Diversified mechanical364.7K$11.3M0.0%+70.0%
OPPENHEIMER & CO INC Diversified mechanical337.5K$10.5M0.1%+1.2%
Blue Trust, Inc. Wealth advisor332.3K$10.3M0.1%New
Resonant Capital Advisors, LLC Wealth advisor324.8K$10.1M0.5%New
Stratos Wealth Partners, LTD. Wealth advisor324.5K$10.1M0.1%+15.1%
NORTHCAPE WEALTH MANAGEMENT, LLC Other316.7K$9.8M2.7%+39.2%
Sunrise Financial Services, LLC Wealth advisor311.4K$9.7M6.8%+63.8%
ENVESTNET ASSET MANAGEMENT INC Wealth advisor304.8K$9.5M0.0%+29.1%
Csenge Advisory Group Wealth advisor297.7K$9.2M0.4%-14.4%
Cetera Investment Advisers Wealth advisor296.8K$9.2M0.0%+22.9%
Ethos Financial Group, LLC Wealth advisor293.6K$9.1M0.7%+15.3%
Great Diamond Partners, LLC Wealth advisor282.2K$8.8M1.7%New
Guided Capital Wealth Management, LLC Wealth advisor249.9K$7.7M5.1%New
Concurrent Investment Advisors, LLC Wealth advisor240.7K$7.5M0.1%New
MBL Wealth, LLC Wealth advisor238.3K$7.4M0.6%+12.2%
tru Independence LLC Wealth advisor231.5K$7.2M3.6%-12.0%
Weil Company, Inc. Wealth advisor231.1K$7.2M1.6%+57.6%
MML INVESTORS SERVICES, LLC Wealth advisor223.1K$6.9M0.0%+39.7%
Vident Advisory, LLC Diversified mechanical220.3K$6.8M0.1%-43.8%
NVWM, LLC Other212.3K$6.6M1.5%+50.8%
TWIN FOCUS CAPITAL PARTNERS, LLC Wealth advisor209.6K$6.5M0.7%+96.2%
GREAT VALLEY ADVISOR GROUP, INC. Wealth advisor200.4K$6.2M0.1%+8.4%

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