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Harbor Panagora DYC LCC ETF (INFO)

CUSIP: 41151J745 | NYSE | 20 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Fragasso Financial Advisors Inc3,270,994
4.7% of portfolio›$93.8M
First National Trust Co775,164
0.8% of portfolio›$21.8M
Archford Capital Strategies, LLC621,870
1.7% of portfolio›$17.4M
Guided Capital Wealth Management, LLC392,386
6.4% of portfolio›$11.0M
Truist Financial Corp240,013
0.0% of portfolio›$6.7M
Commonwealth Equity Services, LLC131,342
0.0% of portfolio›$3.7M
Legacy Advisors, LLC100,222
0.3% of portfolio›$2.8M
SFG Wealth Management, Llc.30,631
0.3% of portfolio›$859.5K
Fifth Third Bancorp12,068
0.0% of portfolio›$338.6K
CWA Asset Management Group, LLC8,431
0.0% of portfolio›$236.6K
Acumen Wealth Advisors, LLC295
0.0% of portfolio›$8.3K
StyleTurnoverLocationFiled
Fragasso Financial Advisors Inc
3,270,994$93.8M4.7%ETFLowSewickley, PA2026-10-13
First National Trust Co
775,164$21.8M0.8%GrowthLowJohnstown, PA2026-10-28
Archford Capital Strategies, LLC
621,870$17.4M1.7%GrowthMediumSwansea, IL2026-10-19
Guided Capital Wealth Management, LLC
392,386$11.0M6.4%ETFMediumHouston, TX2026-10-21
Truist Financial Corp
240,013$6.7M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
131,342$3.7M0.0%ETFLowWaltham, MA2026-11-02
Legacy Advisors, LLC
100,222$2.8M0.3%ETFLowPlymouth Meeting, PA2026-10-19
SFG Wealth Management, Llc.
30,631$859.5K0.3%ETFMediumTowson, MD2026-10-23
Fifth Third Bancorp
12,068$338.6K0.0%IndexVery LowCincinnati, OH2026-11-05
CWA Asset Management Group, LLC
8,431$236.6K0.0%CoreMediumNaples, FL2026-10-19
Acumen Wealth Advisors, LLC
295$8.3K0.0%GrowthHighChattanooga, TN2026-11-05