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Harbor International Compounders ETF (OSEA) Institutional Ownership

$25.83 -0.29 (-1.11%)
As of 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)
47
Total
Institutional Inflows
(last 12 months)
$240.96M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$31.76M
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OSEA Institutional Buying and Selling by Quarter

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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
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%
2/17/2025Studio 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%
2/13/2025Envestnet Asset Management Inc.181,417$4.69M0.0%+14.4%3.918%
2/12/2025World 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%
2/11/2025Runnymede Capital Advisors Inc.4,092$106K0.1%N/A0.088%
2/11/2025Fiduciary Group LLC100,439$2.60M0.3%+12.0%2.169%
2/10/2025Envestnet Portfolio Solutions Inc.8,035$208K0.0%N/A0.174%
2/10/2025Commonwealth 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%
2/5/2025Ascension Capital Advisors Inc.35,003$905K0.4%+29.2%0.756%
2/4/2025Summit Asset Management LLC42,800$1.11M0.2%+9.9%0.924%
2/3/2025FMA Wealth Management LLC175,598$4.54M3.4%+1.0%3.793%
2/3/2025Financial Management Network Inc.35,950$929K0.2%-33.7%0.776%
1/31/2025Atria Wealth Solutions Inc.8,035$208K0.0%N/A0.174%
1/31/2025Venturi Wealth Management LLC877,931$22.70M1.1%+42.8%18.962%
1/31/2025Truist Financial Corp15,393$398K0.0%+35.1%0.332%
1/30/2025Manchester Capital Management LLC3,656$95K0.0%-90.0%0.079%
1/29/2025Consolidated 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%
1/23/2025Strategic Blueprint LLC8,660$224K0.0%N/A0.187%
1/21/2025Embree Financial Group27,195$703K0.1%N/A0.587%
1/21/2025GSB 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%
1/15/2025Riversedge 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%
11/25/2024World Investment Advisors LLC191,996$5.55M0.1%N/A4.147%
11/15/2024Jane Street Group LLC140,664$4.07M0.0%+142.4%3.038%
11/15/2024Kovitz Investment Group Partners LLC344,744$9.97M0.1%+23.2%7.446%
11/14/2024Rockefeller Capital Management L.P.55,790$1.61M0.0%+2.0%1.205%
11/13/2024Private Trust Co. NA1,000$29K0.0%N/A0.022%
11/12/2024Studio Investment Management LLC13,527$391K0.1%N/A0.292%
11/6/2024Summit Asset Management LLC38,942$1.13M0.2%+53.5%0.841%
11/4/2024Venturi Wealth Management LLC615,009$17.79M0.9%-2.7%13.283%
11/1/2024Nordwand Advisors LLC149,085$4.31M1.2%N/A3.220%
10/31/2024Consolidated Planning Corp8,503$246K0.0%N/A0.184%
10/31/2024Ascension Capital Advisors Inc.27,095$784K0.4%+79.8%0.585%
10/30/2024Legacy CG LLC380,466$11.01M3.6%+2.4%8.217%
10/24/2024Arkadios Wealth Advisors7,717$223K0.0%N/A0.167%
10/23/2024Financial Management Network Inc.54,183$1.55M0.3%+5.5%1.170%
10/16/2024Riversedge Advisors LLC630,672$18.25M4.1%+20.7%13.621%
10/16/2024 Amplius Wealth Advisors LLC701,249$20.29M2.2%+40.4%15.146%
10/15/2024FMA Wealth Management LLC173,884$5.03M3.7%+20.6%3.756%
10/10/2024CRA Financial Services LLC16,227$469K0.1%N/A0.350%
10/9/2024 San Luis Wealth Advisors LLC163,103$4.72M1.0%+10.4%3.523%
10/4/2024 AMI Investment Management Inc.412,318$11.93M4.0%+8.4%8.905%
8/8/2024Fiduciary Group LLC63,285$1.75M0.2%+36.6%1.367%
7/31/2024Commonwealth Equity Services LLC23,116$639K0.0%+80.1%0.499%
7/27/2024Riversedge Advisors LLC522,505$14.45M3.5%N/A11.285%
7/25/2024 AMI Investment Management Inc.380,222$10.52M3.7%N/A8.212%
7/23/2024 Amplius Wealth Advisors LLC499,557$13.82M1.5%N/A10.790%
7/22/2024Legacy CG LLC371,491$10.28M3.5%+143.5%8.024%
7/19/2024SFG Wealth Management LLC.54,721$1.51M0.9%N/A1.182%
7/19/2024FMA Wealth Management LLC144,209$3.99M3.2%+20.8%3.115%
7/17/2024 Arlington Financial Advisors LLC1,456,340$40.28M8.8%+0.1%31.454%
5/6/2024Manchester Capital Management LLC36,563$1M0.1%N/A0.988%
4/23/2024Venturi Wealth Management LLC248,460$6.80M0.4%+54.2%7.575%
4/22/2024Legacy CG LLC152,593$4.17M1.5%N/A4.652%
4/18/2024 Arlington Financial Advisors LLC1,454,841$39.79M8.7%N/A44.355%
2/9/2024FMA Wealth Management LLC95,510$2.50M2.3%N/A11.939%
2/5/2024Fiduciary Group LLC37,756$988K0.1%N/A4.720%
1/23/2024Venturi Wealth Management LLC161,160$4.22M0.3%+34.3%20.145%
11/2/2023Venturi Wealth Management LLC120,001$2.75M0.2%+191.0%15.000%
8/11/2023Cibc World Market Inc.38,376$979K0.0%N/A4.797%
7/24/2023Venturi Wealth Management LLC41,236$1.05M0.1%+20,518.0%7.497%
(Data available from 1/1/2016 forward)

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OSEA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OSEA shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Harbor International Compounders ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($55.32M), Amplius Wealth Advisors LLC ($24.69M), Venturi Wealth Management LLC ($22.70M), Arlington Financial Advisors LLC ($21.02M), Riversedge Advisors LLC ($16.24M), LPL Financial LLC ($15.51M), and AMI Investment Management Inc. ($13.52M).Learn more on OSEA's institutional investors.

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

Of the 48 institutional investors that purchased Harbor International Compounders ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($2.08M), Arlington Financial Advisors LLC ($1.53M), Amplius Wealth Advisors LLC ($962.36K), Riversedge Advisors LLC ($630.67K), Venturi Wealth Management LLC ($511.18K), AMI Investment Management Inc. ($509.36K), and OLD Mission Capital LLC ($418.36K).

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

Institutional investors have bought a total of 9,251,259 shares in the last 24 months. This purchase volume represents approximately $249.36M in transactions.

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

Of the 11 institutional investors that sold Harbor International Compounders ETF 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), Kovitz Investment Group Partners LLC ($292.85K), Jane Street Group LLC ($74.10K), Manchester Capital Management LLC ($32.91K), Amplius Wealth Advisors LLC ($32.08K), Financial Management Network Inc. ($18.23K), and Venturi Wealth Management LLC ($16.85K).

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

Institutional investors have sold a total of 1,226,439 shares in the last 24 months. This volume of shares sold represents approximately $31.76M in transactions.


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This page (NYSEARCA:OSEA) was last updated on 4/16/2025 by MarketBeat.com Staff
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