Harbor Dividend Growth Leade (GDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

DECREASED

Shares1,024,347 from 1,035,468

Change-11,121 (-1%)

Value$18.7M (-$424.4K)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares941,357 from 871,431

Change+69,926 (+8%)

Value$17.2M (+$1.1M)

Filed 2026-11-06

Truist Financial Corp

INCREASED

Shares113,443 from 105,121

Change+8,322 (+8%)

Value$2.1M (+$129.2K)

Filed 2026-10-30

Worth Financial Advisory Group, LLC

INCREASED

Shares64,871 from 60,636

Change+4,235 (+7%)

Value$1.2M (+$64.2K)

Filed 2026-10-19

Copper Harbor Investment Advisors, LLC

DECREASED

Shares40,632 from 40,677

Change-45 (0%)

Value$740.6K (-$9.5K)

Filed 2026-10-16

Great Valley Advisor Group, Inc.

NEW

Shares11,601

Change+11,601

Value$211.5K

Filed 2026-11-09

Assetmark, Inc

UNCHANGED

Shares10,702 from 10,702

Change0 (0%)

Value$195.1K (-$2.3K)

Filed 2026-10-21

IFG Advisory, LLC

INCREASED

Shares8,717 from 8,696

Change+21 (+0%)

Value$158.9K (-$1.5K)

Filed 2026-11-09

IFP Advisors, Inc

INCREASED

Shares4,551 from 4,543

Change+8 (+0%)

Value$83.0K (-$827)

Filed 2026-10-16

Private Trust Co NA

UNCHANGED

Shares959 from 959

Change0 (0%)

Value$17.5K (-$206)

Filed 2026-10-20

Farther Finance Advisors, LLC

UNCHANGED

Shares895 from 895

Change0 (0%)

Value$16.3K (-$192)

Filed 2026-10-08

International Assets Investment Management, LLC

CLOSED

Shares0 from 3,325

Change-3,325 (-100%)

Value$0 (-$60.8K)

Filed 2026-11-02

Sequoia Financial Advisors, LLC

N/A

Shares— from 1,169,405

Change-1,169,405 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 436,980

Change-436,980 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 388,339

Change-388,339 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 279,792

Change-279,792 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 166,536

Change-166,536 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 148,879

Change-148,879 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 124,280

Change-124,280 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 108,847

Change-108,847 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 103,807

Change-103,807 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 22,226

Change-22,226 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 13,608

Change-13,608 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 13,007

Change-13,007 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,592

Change-7,592 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,164

Change-6,164 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 5,266

Change-5,266 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,090

Change-2,090 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 425

Change-425 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	1,024,347	1,035,468	-11,121	-1%	$19.1M	$18.7M	-$424.4K	2026-11-02
LPL Financial LLC	INCREASED	941,357	871,431	+69,926	+8%	$16.1M	$17.2M	+$1.1M	2026-11-06
Truist Financial Corp	INCREASED	113,443	105,121	+8,322	+8%	$1.9M	$2.1M	+$129.2K	2026-10-30
Worth Financial Advisory Group, LLC	INCREASED	64,871	60,636	+4,235	+7%	$1.1M	$1.2M	+$64.2K	2026-10-19
Copper Harbor Investment Advisors, LLC	DECREASED	40,632	40,677	-45	0%	$750.2K	$740.6K	-$9.5K	2026-10-16
Great Valley Advisor Group, Inc.	NEW	11,601	—	+11,601	—	—	$211.5K	—	2026-11-09
Assetmark, Inc	UNCHANGED	10,702	10,702	0	0%	$197.4K	$195.1K	-$2.3K	2026-10-21
IFG Advisory, LLC	INCREASED	8,717	8,696	+21	+0%	$160.4K	$158.9K	-$1.5K	2026-11-09
IFP Advisors, Inc	INCREASED	4,551	4,543	+8	+0%	$83.8K	$83.0K	-$827	2026-10-16
Private Trust Co NA	UNCHANGED	959	959	0	0%	$17.7K	$17.5K	-$206	2026-10-20
Farther Finance Advisors, LLC	UNCHANGED	895	895	0	0%	$16.5K	$16.3K	-$192	2026-10-08
International Assets Investment Management, LLC	CLOSED	0	3,325	-3,325	-100%	$60.8K	$0	-$60.8K	2026-11-02
Sequoia Financial Advisors, LLC	N/A	—	1,169,405	-1,169,405	-100%	$21.6M	—	—	—
Raymond James Financial Inc	N/A	—	436,980	-436,980	-100%	$8.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	388,339	-388,339	-100%	$7.2M	—	—	—
Private Advisor Group, LLC	N/A	—	279,792	-279,792	-100%	$5.2M	—	—	—
Ballentine Partners, LLC	N/A	—	166,536	-166,536	-100%	$3.1M	—	—	—
Transcend Capital Advisors, LLC	N/A	—	148,879	-148,879	-100%	$2.7M	—	—	—
Cerity Partners LLC	N/A	—	124,280	-124,280	-100%	$2.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	108,847	-108,847	-100%	$2.0M	—	—	—
Arkadios Wealth Advisors	N/A	—	103,807	-103,807	-100%	$1.9M	—	—	—
Citadel Advisors LLC	N/A	—	22,226	-22,226	-100%	$409.9K	—	—	—
Advisory Services Network, LLC	N/A	—	13,608	-13,608	-100%	$251.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	13,007	-13,007	-100%	$239.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,592	-7,592	-100%	$140.0K	—	—	—
Royal Bank of Canada	N/A	—	6,164	-6,164	-100%	$114.0K	—	—	—
Morgan Stanley	N/A	—	5,266	-5,266	-100%	$97.1K	—	—	—
UBS Group AG	N/A	—	2,090	-2,090	-100%	$38.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	425	-425	-100%	$7.8K	—	—	—

Showing 29 of 29 institutions