Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HARBOR ETF TRUST (OSEA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — OSEA

Based on 66 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OSEA 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
66 hedge funds hold OSEA 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 — +29% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+29% 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 — 64% buying

44 buying25 selling
Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 8 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 8% conviction (2yr+) ■ 61% medium ■ 32% new
Only 5 funds (8%) 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.
📊

Peak discovery — momentum slowing

18 → 14 → 8 → 7 → 11 new funds/Q
New funds entering each quarter: 14 → 8 → 7 → 11. OSEA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 59% of holders entered in last year

■ 6% veterans ■ 35% 1-2yr ■ 59% new
Of 66 current holders: 39 (59%) entered in the past year, only 4 (6%) 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.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
9 of 66 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — OSEA

In 2025 Q4, 44 hedge funds were net buyers of OSEA (11 opened a new position, 33 added to an existing one), while 25 reduced or exited (19 trimmed, 6 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 66.

Hedge Fund Ownership: OSEA

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

Market Analysis: OSEA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OSEA

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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.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: OSEA
2026 Q1 Stats Unlock in 8 days 66 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 66 61 8.2%
13F Shares 14M 14M 0.98%
Total Value $429M $413M 4.02%
New Positions 11 7 +4
Increased Positions 33 29 +4
Closed Positions 6 8 -2
Reduced Positions 19 17 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OSEA

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Institutional Holders (2026 Q1)

66 + investors

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

Top 25 institutional holders of OSEA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PACES FERRY WEALTH ADVISORS, LLC 6.97% 580,868 $16.8M
2 Arlington Financial Advisors, LLC 6.96% 1,687,869 $48.9M
3 FMA Wealth Management, LLC 3.09% 160,715 $4.7M
4 AMI INVESTMENT MANAGEMENT INC 2.84% 436,578 $12.6M
5 Grey Ledge Advisors, LLC 2.52% 385,807 $11.2M
6 Nordwand Advisors, LLC 1.59% 314,868 $9.1M
7 Proactive Wealth Strategies LLC 1.25% 229,294 $6.6M
8 Venturi Wealth Management, LLC 1.01% 770,867 $22.3M
9 Archford Capital Strategies, LLC 0.87% 262,431 $7.6M
10 Sunrise Financial Services, LLC 0.75% 36,585 $1.1M
11 CPC Advisors, LLC 0.49% 103,656 $3.0M
12 Fiduciary Group, LLC 0.38% 152,201 $4.4M
13 KWB Wealth 0.30% 101,772 $3.1M
14 Summit Asset Management, LLC 0.23% 57,127 $1.7M
15 SFG Wealth Management, LLC. 0.19% 16,150 $468K
16 Embree Financial Group 0.17% 48,927 $1.4M
17 MOODY NATIONAL BANK TRUST DIVISION 0.14% 49,914 $1.4M
18 Eldridge Investment Advisors, Inc. 0.08% 12,710 $368K
19 STUDIO INVESTMENT MANAGEMENT LLC 0.08% 14,543 $440K
20 one8zero8, LLC 0.07% 11,500 $333K
21 CRA Financial Services, LLC 0.05% 14,580 $422K
22 Accurate Wealth Management, LLC 0.04% 11,379 $348K
23 Annex Advisory Services, LLC 0.03% 55,561 $1.6M
24 PNC FINANCIAL SERVICES GROUP, INC. 0.01% 856,740 $24.8M
25 Private Advisor Group, LLC 0.00% 24,127 $698K
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 (OSEA)

What does the Smart Money Trend signal show for OSEA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OSEA 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 OSEA?

More buyers than sellers — 64% buying: Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 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 OSEA holders?

Smaller funds dominant — 12% AUM from top-100: 9 of 66 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OSEA?

Mostly new holders — 32% entered in last year: Only 5 funds (8%) 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.