HARBOR INTL COMPOUNDERS ETF OSEA
$30.31
+0.6% 52w: $27.90 – $31.44
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data27.9029.6731.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
69
+0 QoQ
13F value
$355.7M
-18.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OSEA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | Wealth advisor | 2.9M | $83.1M | 4.6% | +8.1% |
| Arlington Financial Advisors, LLC | Wealth advisor | 1.7M | $48.9M | 7.0% | +4.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 856.7K | $24.8M | 0.0% | +2.6% |
| Venturi Wealth Management, LLC | Diversified mechanical | 770.9K | $22.3M | 1.0% | -0.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 638.3K | $18.5M | 0.0% | +49.5% |
| PACES FERRY WEALTH ADVISORS, LLC | Wealth advisor | 580.9K | $16.8M | 7.0% | +6.8% |
| AMI INVESTMENT MANAGEMENT INC | Wealth advisor | 436.6K | $12.6M | 2.8% | +2.0% |
| Grey Ledge Advisors, LLC | Wealth advisor | 385.8K | $11.2M | 2.5% | -7.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 363.4K | $10.5M | 0.0% | +10.3% |
| Corient Private Wealth LLC | Diversified mechanical | 332.0K | $9.6M | 0.0% | -7.3% |
| Nordwand Advisors, LLC ★2 | Fundamental diversified | 314.9K | $9.1M | 1.6% | -1.0% |
| Archford Capital Strategies, LLC | Wealth advisor | 262.4K | $7.6M | 0.9% | +7.9% |
| JPMORGAN CHASE & CO | Bank broker | 255.1K | $7.2M | 0.0% | +32.2% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 239.9K | $6.9M | 0.3% | New |
| Proactive Wealth Strategies LLC | Wealth advisor | 229.3K | $6.6M | 1.2% | +136.9% |
| FMA Wealth Management, LLC | Wealth advisor | 160.7K | $4.7M | 3.1% | -6.7% |
| Fiduciary Group, LLC | Other | 152.2K | $4.4M | 0.4% | +6.0% |
| LPL Financial LLC | Bank broker | 121.4K | $3.5M | 0.0% | -51.5% |
| JANE STREET GROUP, LLC | Market maker | 111.0K | $3.2M | 0.0% | +591.5% |
| KWB Wealth | Wealth advisor | 101.8K | $3.1M | 0.3% | -1.0% |
| CPC Advisors, LLC | Wealth advisor | 103.7K | $3.0M | 0.5% | +6.2% |
| Focus Partners Wealth | Wealth advisor | 103.4K | $3.0M | 0.0% | -41.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 91.3K | $2.6M | 0.0% | -1.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 85.9K | $2.5M | 0.0% | -11.7% |
| HRT FINANCIAL LP | Diversified mechanical | 72.1K | $2.1M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 70.7K | $2.0M | 0.0% | New |
| FLOW TRADERS U.S. LLC | Market maker | 67.6K | $2.0M | 0.1% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 59.1K | $1.7M | 0.0% | +0.8% |
| Summit Asset Management, LLC | Wealth advisor | 57.1K | $1.7M | 0.2% | +1.3% |
| Annex Advisory Services, LLC | Wealth advisor | 55.6K | $1.6M | 0.0% | -98.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 54.6K | $1.6M | 0.0% | -8.6% |
| Ascension Capital Advisors, Inc. | Wealth advisor | 54.2K | $1.6M | 0.5% | +8.3% |
| MOODY NATIONAL BANK TRUST DIVISION | Other | 49.9K | $1.4M | 0.1% | -0.1% |
| Embree Financial Group | Wealth advisor | 48.9K | $1.4M | 0.2% | -40.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 37.3K | $1.1M | 0.0% | +2.1% |
| Sunrise Financial Services, LLC | Wealth advisor | 36.6K | $1.1M | 0.8% | -78.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 34.8K | $1.0M | 0.0% | +0.4% |
| Mariner, LLC | Diversified mechanical | 31.2K | $903K | 0.0% | -4.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 28.9K | $836K | 0.0% | -0.8% |
| HighTower Advisors, LLC | Diversified mechanical | 25.2K | $729K | 0.0% | +6.9% |
| Private Advisor Group, LLC | Wealth advisor | 24.1K | $698K | 0.0% | +3.9% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 21.8K | $630K | 0.0% | New |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 16.2K | $470K | 0.0% | +12.1% |
| SFG Wealth Management, LLC. | Wealth advisor | 16.1K | $468K | 0.2% | Held |
| Sanctuary Advisors, LLC | Wealth advisor | 15.2K | $440K | 0.0% | +12.5% |
| CRA Financial Services, LLC | Wealth advisor | 14.6K | $422K | 0.1% | -7.7% |
| STUDIO INVESTMENT MANAGEMENT LLC | Wealth advisor | 14.5K | $421K | 0.1% | -0.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 13.6K | $394K | 0.0% | +14.2% |
| Eldridge Investment Advisors, Inc. | Wealth advisor | 12.7K | $368K | 0.1% | Held |
| Accurate Wealth Management, LLC | Other | 11.4K | $348K | 0.0% | -44.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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