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Harbor International Compounders ETF (OSEA) Institutional Ownership

$29.07 +0.19 (+0.66%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Harbor International Compounders ETF (NYSEARCA:OSEA)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$228.73M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$59.21M
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Skip Chart & View Institutional Buying and Selling Data

OSEA Institutional Buying and Selling by Quarter

Harbor International Compounders ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025JPMorgan Chase & Co.96,190$2.82M0.0%N/A0.576%
8/7/2025 Ascension Capital Advisors Inc.39,593$1.16M0.5%+11.9%0.240%
8/7/2025 Summit Asset Management LLC44,125$1.29M0.2%+1.8%0.268%
8/6/2025 Vestmark Advisory Solutions Inc.125,042$3.66M0.1%N/A0.759%
8/4/2025 Amplius Wealth Advisors LLC939,516$27.50M2.6%+1.0%5.703%
8/4/2025 World Investment Advisors238,289$6.98M0.2%-1.6%1.446%
8/1/2025 Wincap Financial LLC60,257$1.76M1.4%-6.3%0.366%
8/1/2025 Envestnet Asset Management Inc.107,427$3.14M0.0%-47.7%0.652%
7/28/2025 Arlington Financial Advisors LLC1,509,372$44.18M7.2%+90.6%9.162%
7/23/2025 AMI Investment Management Inc.547,610$16.03M4.1%+7.5%3.324%
7/23/2025 Venturi Wealth Management LLC784,717$22.97M1.1%-19.0%4.763%
7/18/2025 Consolidated Planning Corp51,537$1.51M0.2%+102.3%0.313%
7/18/2025 Truist Financial Corp61,104$1.79M0.0%+225.9%0.371%
7/17/2025 Archford Capital Strategies LLC256,882$7.52M1.0%+23.7%1.562%
7/17/2025 Worth Financial Advisory Group LLC9,982$292K0.2%+12.2%0.061%
7/17/2025 KWB Wealth53,884$1.58M0.2%+37.8%0.328%
7/16/2025 Diversified Enterprises LLC2,361,492$69.12M5.2%+9.8%14.356%
7/16/2025 Embree Financial Group112,561$3.30M0.5%+33.0%0.684%
7/15/2025 FMA Wealth Management LLC179,906$5.27M3.9%+4.3%1.094%
7/15/2025 Accurate Wealth Management LLC25,706$760K0.1%+1.7%0.156%
7/15/2025 GSB Wealth Management LLC371,137$10.86M2.6%+14.3%2.256%
7/11/2025 Annex Advisory Services LLC2,416,917$70.74M1.7%+15.9%14.693%
7/10/2025 Moody National Bank Trust Division102,008$2.99M0.3%+4.1%0.620%
7/10/2025 Financial Management Network Inc.26,420$775K0.1%-10.6%0.161%
5/19/2025Jane Street Group LLC21,369$567K0.0%-67.9%0.137%
5/14/2025Paces Ferry Wealth Advisors LLC517,369$13.73M6.8%+42.9%3.306%
5/14/2025Flow Traders U.S. LLC67,964$1.80M0.1%N/A0.434%
5/13/2025Kovitz Investment Group Partners LLC196,903$5.23M0.0%+279.4%1.258%
5/13/2025HighTower Advisors LLC17,556$466K0.0%N/A0.112%
5/7/2025 Financial Management Network Inc.29,565$717K0.1%-17.8%0.189%
5/7/2025 Wincap Financial LLC64,283$1.71M1.6%+16.0%0.411%
5/7/2025LPL Financial LLC541,831$14.38M0.0%-9.7%3.462%
5/6/2025 Venturi Wealth Management LLC968,945$25.71M1.3%+10.4%6.191%
5/6/2025 Summit Asset Management LLC43,350$1.15M0.2%+1.3%0.277%
5/6/2025 Ascension Capital Advisors Inc.35,369$939K0.4%+1.0%0.228%
5/1/2025 Riversedge Advisors LLC29,510$783K0.2%-95.3%0.190%
4/29/2025 Envestnet Asset Management Inc.205,317$5.45M0.0%+13.2%1.322%
4/29/2025 World Investment Advisors242,080$6.42M0.2%+11.6%1.559%
4/29/2025 Strategic Blueprint LLC10,987$292K0.0%+26.9%0.071%
4/28/2025Fiduciary Group LLC111,949$2.97M0.3%+11.5%0.721%
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4/23/2025 Creative Financial Designs Inc. ADV1,635$43K0.0%N/A0.011%
4/23/2025Balance Wealth LLC70,166$1.86M1.2%N/A0.452%
4/23/2025 Archford Capital Strategies LLC207,722$5.51M0.8%N/A1.338%
4/23/2025 Embree Financial Group84,619$2.25M0.4%+211.2%0.545%
4/22/2025 Consolidated Planning Corp25,474$676K0.1%+25.4%0.164%
4/22/2025 FMA Wealth Management LLC172,528$4.64M3.6%-1.7%1.111%
4/22/2025 Cambridge Investment Research Advisors Inc.27,039$717K0.0%+133.1%0.174%
4/22/2025 Worth Financial Advisory Group LLC8,900$236K0.1%N/A0.057%
4/18/2025 GSB Wealth Management LLC324,778$8.62M2.3%+263.6%2.091%
4/18/2025 San Luis Wealth Advisors LLC202,912$5.38M1.2%+25.5%1.307%
4/15/2025 Accurate Wealth Management LLC25,265$651K0.1%N/A0.163%
4/11/2025 AMI Investment Management Inc.509,360$13.52M4.4%+13.3%3.435%
4/11/2025 Annex Advisory Services LLC2,084,963$55.32M1.6%+2,969.0%14.059%
4/10/2025 KWB Wealth39,103$1.01M0.1%+250.2%0.264%
4/10/2025 Amplius Wealth Advisors LLC930,282$24.69M2.6%+39.0%6.273%
4/9/2025 Arlington Financial Advisors LLC792,066$21.02M3.7%+10.3%5.341%
4/4/2025 Moody National Bank Trust Division97,955$2.60M0.3%+73.1%0.661%
3/14/2025Keystone Financial Services LLC15,584$403K0.4%N/A0.127%
2/17/2025 Studio Investment Management LLC14,356$371K0.1%+6.1%0.310%
2/17/2025Citadel Advisors LLC28,685$742K0.0%N/A0.620%
2/14/2025Jane Street Group LLC66,568$1.72M0.0%-52.7%1.438%
2/14/2025Kovitz Investment Group Partners LLC51,895$1.34M0.0%-84.9%1.121%
2/14/2025Stifel Financial Corp14,967$387K0.0%+3.9%0.323%
2/13/2025Synovus Financial Corp13,602$352K0.0%+48.1%0.294%
2/13/2025Raymond James Financial Inc.101,591$2.63M0.0%N/A2.194%
2/13/2025 Envestnet Asset Management Inc.181,417$4.69M0.0%+14.4%3.918%
2/12/2025 World Investment Advisors216,961$5.61M0.2%+13.0%4.686%
2/12/2025OLD Mission Capital LLC418,359$10.82M0.2%N/A9.036%
2/11/2025Paces Ferry Wealth Advisors LLC361,998$9.36M4.5%N/A7.819%
2/11/2025LPL Financial LLC599,950$15.51M0.0%+52.2%12.958%
2/11/2025 Runnymede Capital Advisors Inc.4,092$106K0.1%N/A0.088%
2/11/2025Fiduciary Group LLC100,439$2.60M0.3%+12.0%2.169%
2/10/2025 Envestnet Portfolio Solutions Inc.8,035$208K0.0%N/A0.174%
2/10/2025 Commonwealth Equity Services LLC23,012$595K0.0%-4.8%0.497%
2/6/2025Raymond James Financial Inc.101,591$2.63M0.0%N/A2.194%
2/6/2025Steward Partners Investment Advisory LLC59,900$1.55M0.0%-8.7%1.294%
2/5/2025 Ascension Capital Advisors Inc.35,003$905K0.4%+29.2%0.756%
2/4/2025 Summit Asset Management LLC42,800$1.11M0.2%+9.9%0.924%
2/3/2025 FMA Wealth Management LLC175,598$4.54M3.4%+1.0%3.793%
2/3/2025 Financial Management Network Inc.35,950$929K0.2%-33.7%0.776%
1/31/2025 Atria Wealth Solutions Inc.8,035$208K0.0%N/A0.174%
1/31/2025 Venturi Wealth Management LLC877,931$22.70M1.1%+42.8%18.962%
1/31/2025 Truist Financial Corp15,393$398K0.0%+35.1%0.332%
1/30/2025Manchester Capital Management LLC3,656$95K0.0%-90.0%0.079%
1/29/2025 Consolidated Planning Corp20,314$525K0.1%+138.9%0.439%
1/28/2025 Arlington Financial Advisors LLC718,311$18.57M3.7%-51.0%15.514%
1/27/2025Financial Advocates Investment Management73,021$1.89M0.1%N/A1.577%
1/23/2025 Strategic Blueprint LLC8,660$224K0.0%N/A0.187%
1/21/2025 Embree Financial Group27,195$703K0.1%N/A0.587%
1/21/2025 GSB Wealth Management LLC89,320$2.31M0.6%N/A1.929%
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1/16/2025 Amplius Wealth Advisors LLC669,171$17.30M1.8%-4.6%14.453%
1/16/2025 AMI Investment Management Inc.449,490$11.62M3.8%+9.0%9.708%
1/16/2025 Annex Advisory Services LLC67,936$1.76M0.1%N/A1.467%
1/15/2025 Riversedge Advisors LLC628,285$16.24M3.7%-0.4%13.570%
1/14/2025 San Luis Wealth Advisors LLC161,623$4.18M0.8%-0.9%3.491%
1/14/2025 KWB Wealth11,165$289K0.0%N/A0.241%
1/13/2025 Moody National Bank Trust Division56,573$1.46M0.2%N/A1.222%
11/25/2024Synovus Financial Corp9,186$266K0.0%N/A0.198%
11/25/2024 World Investment Advisors LLC191,996$5.55M0.1%N/A4.147%
11/15/2024Jane Street Group LLC140,664$4.07M0.0%+142.4%3.038%
(Data available from 1/1/2016 forward)

OSEA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OSEA shares?

During the previous two years, 59 institutional investors and hedge funds held shares of Harbor International Compounders ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($70.74M), Diversified Enterprises LLC ($69.12M), Arlington Financial Advisors LLC ($44.18M), Amplius Wealth Advisors LLC ($27.50M), Venturi Wealth Management LLC ($22.97M), AMI Investment Management Inc. ($16.03M), and LPL Financial LLC ($14.38M).Learn more on Harbor International Compounders ETF's institutional investors.

Which institutional investors have been buying Harbor International Compounders ETF's stock?

Of the 58 institutional investors that purchased Harbor International Compounders ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($2.42M), Arlington Financial Advisors LLC ($2.25M), Amplius Wealth Advisors LLC ($971.59K), Riversedge Advisors LLC ($630.67K), Venturi Wealth Management LLC ($561.16K), AMI Investment Management Inc. ($547.61K), and Paces Ferry Wealth Advisors LLC ($517.37K).

How much institutional buying is happening at Harbor International Compounders ETF?

Institutional investors have bought a total of 8,403,551 shares in the last 24 months. This purchase volume represents approximately $228.73M in transactions.

Which of Harbor International Compounders ETF's major shareholders have been selling company stock?

Of the 16 institutional investors that sold Harbor International Compounders ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arlington Financial Advisors LLC ($748.72K), Riversedge Advisors LLC ($601.16K), Kovitz Investment Group Partners LLC ($292.85K), Venturi Wealth Management LLC ($201.08K), Jane Street Group LLC ($119.30K), Envestnet Asset Management Inc. ($97.89K), and LPL Financial LLC ($58.12K).

How much institutional selling is happening at Harbor International Compounders ETF?

Institutional investors have sold a total of 2,231,067 shares in the last 24 months. This volume of shares sold represents approximately $59.21M in transactions.


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This page (NYSEARCA:OSEA) was last updated on 8/12/2025 by MarketBeat.com Staff
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