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Harbor Osmosis IRE ETF (EFFI)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
State of Wisconsin Investment Board
UNCHANGED
Shares5,500,000 from 5,500,000
Change0 (0%)
Value$139.5M (+$9.0M)
Filed 2026-08-14
Gateway Wealth Partners, LLC
DECREASED
Shares82,552 from 153,376
Change-70,824 (-46%)
Value$2.1M (-$1.5M)
Filed 2026-08-04
FMR LLC
INCREASED
Shares28,365 from 25,301
Change+3,064 (+12%)
Value$719.3K (+$119.3K)
Filed 2026-08-13
Jane Street Group, LLC
DECREASED
Shares15,368 from 18,915
Change-3,547 (-19%)
Value$389.7K (-$58.9K)
Filed 2026-08-14
International Assets Investment Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25.3K (+$1.2K)
Filed 2026-07-22
UBS Group AG
DECREASED
Shares20 from 69
Change-49 (-71%)
Value$507 (-$1.1K)
Filed 2026-08-13
Status
State of Wisconsin Investment Board
UNCHANGED5,500,0005,500,00000%$130.4M$139.5M+$9.0M2026-08-14
Gateway Wealth Partners, LLC
DECREASED82,552153,376-70,824-46%$3.6M$2.1M-$1.5M2026-08-04
FMR LLC
INCREASED28,36525,301+3,064+12%$600.0K$719.3K+$119.3K2026-08-13
Jane Street Group, LLC
DECREASED15,36818,915-3,547-19%$448.6K$389.7K-$58.9K2026-08-14
International Assets Investment Management, LLC
UNCHANGED1,0001,00000%$24.1K$25.3K+$1.2K2026-07-22
UBS Group AG
DECREASED2069-49-71%$1.6K$507-$1.1K2026-08-13
Showing 6 of 6 institutions