Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Harbor ETF Trust (GDIV)

28 + Investors. Track Smart Money conviction in GDIV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — GDIV

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GDIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
28 funds currently hold this stock — 88% of the 3.0-year high of 32 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold GDIV compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

11 buying13 selling
Last quarter: 13 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 36% medium ■ 14% new
14 out of 28 hedge funds have held GDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

5 → 3 → 4 → 2 → 3 new funds/Q
New funds entering each quarter: 3 → 4 → 2 → 3. GDIV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 57% veterans vs 25% newcomers

■ 57% veterans ■ 18% 1-2yr ■ 25% new
Entry-cohort mix of 28 holders: 16 (57%) are 2+ year veterans, 5 entered 1–2 years ago, and 7 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
6 of 28 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GDIV

In 2026 Q2, 11 hedge funds were net buyers of GDIV (3 opened a new position, 8 added to an existing one), while 13 reduced or exited (11 trimmed, 2 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 20% of total institutional value in GDIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: GDIV

How many hedge funds hold GDIV — quarterly history vs. share price
Quarterly hedge fund ownership of GDIV vs. share price

Market Analysis: GDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDIV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: GDIV
28 + Investors

Track Smart Money conviction in GDIV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 27 3.7%
13F Shares 5M 5M 0.47%
Total Value $95M $86M 9.72%
New Positions 3 2 +1
Increased Positions 8 6 +2
Closed Positions 2 4 -2
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GDIV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GDIV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GDIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Worth Financial Advisory Group, LLC 0.47% 60,636 $1.1M
2 Transcend Capital Advisors, LLC 0.19% 148,879 $2.7M
3 Copper Harbor Investment Advisors, LLC 0.16% 40,677 $750K
4 Sequoia Financial Advisors, LLC 0.11% 1,169,405 $21.6M
5 Equitable Holdings, Inc. 0.04% 388,339 $7.2M
6 Ballentine Partners, LLC 0.04% 166,536 $3.1M
7 Arkadios Wealth Advisors 0.03% 103,807 $1.9M
8 Commonwealth Equity Services, LLC 0.02% 1,035,468 $19.1M
9 Private Advisor Group, LLC 0.02% 279,792 $5.2M
10 IFG Advisory, LLC 0.01% 8,696 $160K
11 International Assets Investment Management, LLC 0.00% 3,325 $61K
12 LPL Financial LLC 0.00% 871,431 $16.1M
13 Advisory Services Network, LLC 0.00% 13,608 $251K
14 Cerity Partners LLC 0.00% 124,280 $2.3M
15 Truist Financial Corp 0.00% 105,121 $1.9M
16 Raymond James Financial Inc 0.00% 436,980 $8.1M
17 IFP Advisors, Inc 0.00% 4,543 $84K
18 Private Trust Co NA 0.00% 959 $18K
19 EP Wealth Advisors, LLC 0.00% 13,007 $240K
20 Envestnet Asset Management Inc 0.00% 108,847 $2.0M
21 Assetmark, Inc 0.00% 10,702 $197K
22 Osaic Holdings, INC. 0.00% 7,592 $140K
23 Farther Finance Advisors, LLC 0.00% 895 $17K
24 Citadel Advisors LLC 0.00% 22,226 $410K
25 Steward Partners Investment Advisory, LLC 0.00% 425 $8K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Harbor ETF Trust (GDIV)

What does the Smart Money Trend signal show for GDIV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added GDIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GDIV?

More sellers than buyers — 46% buying: Last quarter: 13 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for GDIV holders?

Strong quality — 20% AUM from major funds: 6 of 28 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GDIV?

50% of holders stayed for 2+ years: 14 out of 28 hedge funds have held GDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →