Harbor Disciplined Bond is an exchange-traded fund on ARCA. As of Q3 2025, 8 institutional investors hold shares in this ETF, with total holdings valued at $11.6M. Archford Capital Strategies, LLC is the largest holder with a position valued at $5.5M.
Overview of institutional ownership in AGGS as of Q3 2025
Institutions with the largest positions in AGGS as of Q3 2025
| Institution | Position Value |
|---|---|
Archford Capital Strategies, LLC RIA/Wealth | $5.5M 0.66% of portfolio |
$2.4M 0.01% of portfolio | |
INCOME RESEARCH & MANAGEMENT Long Only Manager | $2.1M 29.01% of portfolio |
Accurate Wealth Management, LLC RIA/Wealth | $562.0K 0.08% of portfolio |
J JANE STREET GROUP, LLC Institution | $389.5K 0.00% of portfolio |
$386.3K 0.00% of portfolio | |
L LPL Financial LLC Institution | $277.7K 0.00% of portfolio |
UBS Group AG Institution | $2.7K 0.00% of portfolio |
Institutional buying and selling activity for AGGS in Q3 2025
| Institution | Net Bought |
|---|---|
Archford Capital Strategies, LLC RIA/Wealth | +$5.5M +131.6K shares |
+$828.6K +19.9K shares | |
+$386.3K +9.3K shares | |
UBS Group AG Institution | +$2.7K +64.0 shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$205.8K −4.9K shares |
Accurate Wealth Management, LLC RIA/Wealth | −$22.4K −536.0 shares |
Institutions that initiated new positions or completely exited AGGS in Q3 2025
| Institution | Position Value |
|---|---|
Archford Capital Strategies, LLC RIA/Wealth | $5.5M 131.6K shares |
$386.3K 9.3K shares | |
UBS Group AG Institution | $2.7K 64.0 shares |
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Institutions with the largest Call and Put options positions in AGGS as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with AGGS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
INCOME RESEARCH & MANAGEMENT Long Only Manager | 29.01% $2.1M |
Archford Capital Strategies, LLC RIA/Wealth | 0.66% $5.5M |
Accurate Wealth Management, LLC RIA/Wealth | 0.08% $562.0K |
0.01% $2.4M | |
0.00% $386.3K | |
J JANE STREET GROUP, LLC Institution | 0.00% $389.5K |
L LPL Financial LLC Institution | 0.00% $277.7K |
UBS Group AG Institution | 0.00% $2.7K |
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