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Harbor Intl Compounders ETF (OSEA)

CUSIP: 41151J885 | NYSE | 111 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Diversified Enterprises, LLC3,165,434
4.3% of portfolio›$92.6M
KWB Wealth337,817
0.8% of portfolio›$9.9M
Grey Ledge Advisors, LLC324,271
1.9% of portfolio›$9.5M
Archford Capital Strategies, LLC275,158
0.8% of portfolio›$8.1M
CPC Advisors, LLC52,760
0.2% of portfolio›$1.5M
Moody National Bank Trust Division49,961
0.1% of portfolio›$1.5M
Summit Asset Management, LLC49,179
0.2% of portfolio›$1.4M
Truist Financial Corp43,292
0.0% of portfolio›$1.3M
Sunrise Financial Services, LLC30,330
0.5% of portfolio›$887.5K
Embree Financial Group20,920
0.1% of portfolio›$612.1K
CRA Financial Services, LLC14,240
0.0% of portfolio›$416.7K
Studio Investment Management LLC13,326
0.1% of portfolio›$389.9K
Kestra Advisory Services, LLC10,605
0.0% of portfolio›$310.3K
Cambridge Investment Research Advisors, Inc.10,551
0.0% of portfolio›$309.0K
Annex Advisory Services, LLC10,322
0.0% of portfolio›$302.0K
Worth Financial Advisory Group, LLC10,045
0.1% of portfolio›$293.9K
Balance Wealth Partners LLC1,967
0.0% of portfolio›$57.6K
Creative Financial Designs Inc1,803
0.0% of portfolio›$52.8K
Private Trust Co NA1,000
0.0% of portfolio›$29.3K
Barnes Dennig Private Wealth Management LLC481
0.0% of portfolio›$14.1K
StyleTurnoverLocationFiled
Diversified Enterprises, LLC
3,165,434$92.6M4.3%ETFVery LowWilmington, DE2026-10-19
KWB Wealth
337,817$9.9M0.8%ETFMediumRedlands, CA2026-10-16
Grey Ledge Advisors, LLC
324,271$9.5M1.9%CoreLowGuilford, CT2026-11-02
Archford Capital Strategies, LLC
275,158$8.1M0.8%GrowthMediumSwansea, IL2026-10-19
CPC Advisors, LLC
52,760$1.5M0.2%ETFMediumAtlanta, GA2026-10-21
Moody National Bank Trust Division
49,961$1.5M0.1%CoreMediumGalveston, TX2026-10-06
Summit Asset Management, LLC
49,179$1.4M0.2%ETFLowMemphis, TN2026-11-05
Truist Financial Corp
43,292$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Sunrise Financial Services, LLC
30,330$887.5K0.5%ETFMediumBurien, WA2026-10-21
Embree Financial Group
20,920$612.1K0.1%ETFLowChicago, IL2026-10-22
CRA Financial Services, LLC
14,240$416.7K0.0%ETFVery LowNorthfield, NJ2026-10-16
Studio Investment Management LLC
13,326$389.9K0.1%ETFLowChicago, IL2026-10-22
Kestra Advisory Services, LLC
10,605$310.3K0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
10,551$309.0K0.0%ETFLowFairfield, IA2026-11-02
Annex Advisory Services, LLC
10,322$302.0K0.0%GrowthHighBrookfield, WI2026-10-16
Worth Financial Advisory Group, LLC
10,045$293.9K0.1%GrowthVery LowCharlotte, NC2026-10-19
Balance Wealth Partners LLC
1,967$57.6K0.0%ETFMediumWorthington, OH2026-10-27
Creative Financial Designs Inc
1,803$52.8K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
1,000$29.3K0.0%CoreLowCleveland, OH2026-10-20
Barnes Dennig Private Wealth Management LLC
481$14.1K0.0%CoreLowCincinnati, OH2026-10-30