Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HARBOR ETF TRUST (HGER)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +47
Streak
7Q ▲
Buyers last Q
84%

Smart Money Signals — HGER

Based on 156 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added HGER 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
156 hedge funds hold HGER right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +129% more funds vs a year ago

fund count last 6Q
+88 new funds entered over the past year (+129% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 84% buying

130 buying25 selling
Last quarter: 130 funds were net buyers (53 opened a brand new position + 77 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new HGER position: 15 → 24 → 33 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 55% entered in last year

■ 9% conviction (2yr+) ■ 36% medium ■ 55% new
Only 14 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

23 → 15 → 24 → 33 → 53 new funds/Q
New funds entering each quarter: 15 → 24 → 33 → 53. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 69% of holders entered in last year

■ 9% veterans ■ 22% 1-2yr ■ 69% new
Of 156 current holders: 107 (69%) entered in the past year, only 14 (9%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
12 of 156 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in HGER. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Hedge Fund Ownership: HGER

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

Market Analysis: HGER

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HGER

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 6 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: HGER
2026 Q1 Stats Unlock in 11 days 156 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 156 109 43.12%
13F Shares 50M 25M 98.3%
Total Value $1.25B $654M 91.2%
New Positions 53 33 +20
Increased Positions 77 55 +22
Closed Positions 6 8 -2
Reduced Positions 19 11 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HGER

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

156 + investors

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

Top 25 institutional holders of HGER — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Advisory Services, Inc. 15.53% 978,268 $30.3M
2 Sowa Financial Group, Inc. 11.99% 780,366 $24.2M
3 Sunrise Financial Services, LLC 6.85% 311,446 $9.7M
4 New Harbor Financial Group, LLC 6.71% 1,228,121 $38.1M
5 WIN ADVISORS, INC 6.65% 469,067 $14.5M
6 Guided Capital Wealth Management, LLC 5.11% 249,881 $7.7M
7 Nvest Wealth Strategies, Inc. 4.30% 197,995 $6.1M
8 tru Independence LLC 3.55% 231,524 $7.2M
9 Ellsworth Advisors, LLC 3.36% 577,276 $17.9M
10 Randall & Associates Wealth Management 2.97% 142,162 $4.4M
11 NORTHCAPE WEALTH MANAGEMENT, LLC 2.68% 316,671 $9.8M
12 INSPIRION WEALTH ADVISORS, LLC 2.56% 663,121 $20.6M
13 Beta Wealth Group, Inc. 2.41% 188,120 $5.8M
14 Echo45 Advisors LLC 2.20% 126,037 $3.9M
15 SFG Wealth Management, LLC. 1.89% 147,924 $4.6M
16 MJP ASSOCIATES INC /ADV 1.84% 487,524 $15.1M
17 Opus Financial Solutions LLC 1.64% 56,006 $1.7M
18 Weil Company, Inc. 1.61% 231,129 $7.2M
19 Elevation Capital Advisory, LLC 1.57% 118,960 $3.7M
20 NVWM, LLC 1.47% 212,262 $6.6M
21 CERTIOR FINANCIAL GROUP, LLC 1.38% 70,094 $2.2M
22 FSA WEALTH PARTNERS, INC. 1.34% 90,973 $2.8M
23 Advisor OS, LLC 1.29% 573,731 $17.8M
24 Proactive Wealth Strategies LLC 1.11% 189,644 $5.9M
25 Wallace Advisory Group, LLC 1.06% 31,919 $990K
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 (HGER)

What does the Smart Money Trend signal show for HGER?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added HGER 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 HGER?

More buyers than sellers — 84% buying: Last quarter: 130 funds were net buyers (53 opened a brand new position + 77 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HGER holders?

Elite ownership — 40% AUM from top-100 funds: 12 of 156 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in HGER. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HGER?

Mostly new holders — 55% entered in last year: Only 14 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.