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Harbor Disciplined Bond ETF (AGGS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Archford Capital Strategies, LLC
INCREASED
Shares178,703 from 169,789
Change+8,914 (+5%)
Value$7.0M (+$24.1K)
Filed 2026-10-19
Income Research & Management
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$1.9M (-$95.3K)
Filed 2026-10-21
Worth Financial Advisory Group, LLC
DECREASED
Shares12,432 from 12,617
Change-185 (-1%)
Value$484.7K (-$31.2K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares9,072 from 9,272
Change-200 (-2%)
Value$354.0K (+$353.6K)
Filed 2026-11-02
LPL Financial LLC
UNCHANGED
Shares6,001 from 6,001
Change0 (0%)
Value$234.0K (-$11.4K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$39.2K)
Filed 2026-11-02
Steward Partners Investment Advisory, LLC
N/A
Shares— from 68,980
Change-68,980 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Status
Archford Capital Strategies, LLC
INCREASED178,703169,789+8,914+5%$6.9M$7.0M+$24.1K2026-10-19
Income Research & Management
UNCHANGED50,00050,00000%$2.0M$1.9M-$95.3K2026-10-21
Worth Financial Advisory Group, LLC
DECREASED12,43212,617-185-1%$516.0K$484.7K-$31.2K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED9,0729,272-200-2%$379$354.0K+$353.6K2026-11-02
LPL Financial LLC
UNCHANGED6,0016,00100%$245.4K$234.0K-$11.4K2026-11-06
International Assets Investment Management, LLC
CLOSED0965-965-100%$39.2K$0-$39.2K2026-11-02
Steward Partners Investment Advisory, LLC
N/A—68,980-68,980-100%$2.8M———
Jane Street Group, LLC
N/A—8,283-8,283-100%$338.7K———
Citadel Advisors LLC
N/A—5,012-5,012-100%$205.0K———
Showing 9 of 9 institutions