Harbor Commodity All-Weather Strategy is an exchange-traded fund on NYSE. As of Q3 2025, 111 institutional investors hold shares in this ETF, with total holdings valued at $659.9M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $71.8M.
Overview of institutional ownership in HGER as of Q3 2025
Institutions with the largest positions in HGER as of Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $71.8M 0.01% of portfolio |
GREAT LAKES ADVISORS, LLC Long Only Manager | $64.6M 0.57% of portfolio |
3EDGE Asset Management, LP Long Only Manager | $52.4M 3.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $38.8M 0.01% of portfolio |
SYNOVUS FINANCIAL CORP Institution | $31.1M 0.36% of portfolio |
Horizon Advisory Services, Inc. RIA/Wealth | $29.3M 19.64% of portfolio |
New Harbor Financial Group, LLC RIA/Wealth | $29.1M 5.91% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $26.3M 0.02% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $23.4M 0.03% of portfolio |
L LPL Financial LLC Institution | $20.2M 0.01% of portfolio |
Institutional buying and selling activity for HGER in Q3 2025
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$48.6M +1.9M shares |
GREAT LAKES ADVISORS, LLC Long Only Manager | +$34.6M +1.3M shares |
3EDGE Asset Management, LP Long Only Manager | +$33.9M +1.3M shares |
L LPL Financial LLC Institution | +$16.7M +647.4K shares |
HighTower Advisors, LLC RIA/Wealth | +$10.1M +390.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$8.6M +334.8K shares |
Private Advisor Group, LLC RIA/Wealth | +$5.3M +207.2K shares |
Aprio Wealth Management, LLC RIA/Wealth | +$5.3M +205.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$2.3M +90.0K shares |
A Alliance Wealth Advisors, LLC /UT RIA/Wealth | +$2.2M +86.3K shares |
| Institution | Net Sold |
|---|---|
Integrys Wealth Advisors LLC RIA/Wealth | −$2.8M −122.4K shares |
Vident Advisory, LLC ETF Provider | −$2.7M −105.3K shares |
F FLOW TRADERS U.S. LLC Institution | −$826.0K −34.0K shares |
4J Wealth Management LLC RIA/Wealth | −$690.6K −26.8K shares |
J JANE STREET GROUP, LLC Institution | −$647.4K −26.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$373.5K −15.4K shares |
Wallace Advisory Group, LLC RIA/Wealth | −$353.2K −14.7K shares |
Harvest Investment Services, LLC RIA/Wealth | −$218.2K −8.5K shares |
IFP Advisors, Inc RIA/Wealth | −$164.0K −6.4K shares |
PLANWISER FINANCIAL, LLC RIA/Wealth | −$146.4K −5.5K shares |
Institutions that initiated new positions or completely exited HGER in Q3 2025
| Institution | Position Value |
|---|---|
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $26.3M 1.0M shares |
WELLS FARGO & COMPANY/MN Institution | $19.8M 768.0K shares |
OPPENHEIMER & CO INC RIA/Wealth | $7.7M 297.9K shares |
C CENTRAL TRUST & INVESTMENT CO Institution | $7.0M 272.6K shares |
Beta Wealth Group, Inc. RIA/Wealth | $4.9M 188.5K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $4.4M 172.1K shares |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV RIA/Wealth | $4.4M 170.9K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $4.2M 161.6K shares |
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | $3.9M 152.6K shares |
Financial Services Advisory Inc RIA/Wealth | $1.0M 39.9K shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $826.0K 34.0K shares |
J JANE STREET GROUP, LLC Institution | $647.4K 26.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $373.5K 15.4K shares |
Wallace Advisory Group, LLC RIA/Wealth | $353.2K 14.7K shares |
Kiker Wealth Management, LLC RIA/Wealth | $41.6K 1.7K shares |
Hanson McClain, Inc. RIA/Wealth | $31.6K 1.3K shares |
Institutions with the largest Call and Put options positions in HGER as of Q3 2025
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HGER as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Horizon Advisory Services, Inc. RIA/Wealth | 19.64% $29.3M |
Sowa Financial Group, Inc. RIA/Wealth | 8.95% $13.0M |
New Harbor Financial Group, LLC RIA/Wealth | 5.91% $29.1M |
3EDGE Asset Management, LP Long Only Manager | 3.01% $52.4M |
Ellsworth Advisors, LLC RIA/Wealth | 2.39% $11.2M |
PLANWISER FINANCIAL, LLC RIA/Wealth | 2.34% $2.9M |
Beta Wealth Group, Inc. RIA/Wealth | 2.04% $4.9M |
tru Independence LLC RIA/Wealth | 1.48% $5.7M |
FLYNN ZITO CAPITAL MANAGEMENT, LLC RIA/Wealth | 1.45% $3.9M |
Integrys Wealth Advisors LLC RIA/Wealth | 1.40% $10.0M |
We use cookies for analytics. See our Privacy and Cookie Policy.