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Harbor Panagora DYC LCC ETF (INFO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fragasso Financial Advisors Inc
INCREASED
Shares3,270,994 from 3,227,771
Change+43,223 (+1%)
Value$93.8M (+$6.1M)
Filed 2026-10-13
Diversified Trust Co
NEW
Shares800,824
Change+800,824
Value$22.5M
Filed 2026-11-06
First National Trust Co
DECREASED
Shares775,164 from 811,021
Change-35,857 (-4%)
Value$21.8M (-$304.3K)
Filed 2026-10-28
Archford Capital Strategies, LLC
INCREASED
Shares621,870 from 609,085
Change+12,785 (+2%)
Value$17.4M (+$885.8K)
Filed 2026-10-19
Guided Capital Wealth Management, LLC
DECREASED
Shares392,386 from 395,134
Change-2,748 (-1%)
Value$11.0M (+$264.8K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares240,013 from 229,379
Change+10,634 (+5%)
Value$6.7M (+$496.9K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares131,342 from 126,415
Change+4,927 (+4%)
Value$3.7M (+$247.6K)
Filed 2026-11-02
Legacy Advisors, LLC
NEW
Shares100,222
Change+100,222
Value$2.8M
Filed 2026-10-19
SFG Wealth Management, Llc.
INCREASED
Shares30,631 from 26,638
Change+3,993 (+15%)
Value$859.5K (+$135.1K)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares24,083 from 17,647
Change+6,436 (+36%)
Value$675.7K (+$195.9K)
Filed 2026-11-06
Fifth Third Bancorp
NEW
Shares12,068
Change+12,068
Value$338.6K
Filed 2026-11-05
CWA Asset Management Group, LLC
NEW
Shares8,431
Change+8,431
Value$236.6K
Filed 2026-10-19
Acumen Wealth Advisors, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$8.3K (+$255)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.4K ($0)
Filed 2026-11-06
National Pension Service
N/A
Shares— from 24,565,625
Change-24,565,625 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,501,054
Change-1,501,054 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 191,382
Change-191,382 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,924
Change-36,924 (-100%)
Value—
Status
Fragasso Financial Advisors Inc
INCREASED3,270,9943,227,771+43,223+1%$87.8M$93.8M+$6.1M2026-10-13
Diversified Trust Co
NEW800,824—+800,824——$22.5M—2026-11-06
First National Trust Co
DECREASED775,164811,021-35,857-4%$22.1M$21.8M-$304.3K2026-10-28
Archford Capital Strategies, LLC
INCREASED621,870609,085+12,785+2%$16.6M$17.4M+$885.8K2026-10-19
Guided Capital Wealth Management, LLC
DECREASED392,386395,134-2,748-1%$10.7M$11.0M+$264.8K2026-10-21
Truist Financial Corp
INCREASED240,013229,379+10,634+5%$6.2M$6.7M+$496.9K2026-10-30
Commonwealth Equity Services, LLC
INCREASED131,342126,415+4,927+4%$3.4M$3.7M+$247.6K2026-11-02
Legacy Advisors, LLC
NEW100,222—+100,222——$2.8M—2026-10-19
SFG Wealth Management, Llc.
INCREASED30,63126,638+3,993+15%$724.4K$859.5K+$135.1K2026-10-23
LPL Financial LLC
INCREASED24,08317,647+6,436+36%$479.9K$675.7K+$195.9K2026-11-06
Fifth Third Bancorp
NEW12,068—+12,068——$338.6K—2026-11-05
CWA Asset Management Group, LLC
NEW8,431—+8,431——$236.6K—2026-10-19
Acumen Wealth Advisors, LLC
UNCHANGED29529500%$8.0K$8.3K+$2552026-11-05
Allworth Financial LP
UNCHANGED505000%$1.4K$1.4K$02026-11-06
National Pension Service
N/A—24,565,625-24,565,625-100%$668.0M———
Goldman Sachs Group Inc
N/A—1,501,054-1,501,054-100%$40.8M———
Steward Partners Investment Advisory, LLC
N/A—191,382-191,382-100%$5.2M———
Osaic Holdings, Inc.
N/A—36,924-36,924-100%$1.0M———
Showing 18 of 18 institutions