Who Owns Harbor International Compounders ETF (OSEA) (OSEA)?Hedge Fund & Institutional Holders

$29.43-0.18 (-0.62%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.027500023415001e+286T

% of Float Held

—

QoQ Change in Holders

+8 / -4

Price History

$23.88$25.77$27.65$29.54$31.42Sep 24Jun 25Mar 26

OSEA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Venturi Wealth Management, LLCNew Position+778K+$23.5B
AMI INVESTMENT MANAGEMENT INCNew Position+428K+$12.9B
Grey Ledge Advisors, LLCNew Position+418K+$12.6B
Nordwand Advisors, LLCNew Position+318K+$9.6B
BANK OF AMERICA CORP /DE/Increased+45K+$9.0B
Diversified Enterprises, LLCIncreased+120K+$5.4B
Focus Partners WealthNew Position+175K+$5.0B
PNC FINANCIAL SERVICES GROUP, INC.Increased+200K+$4.2B
KWB WealthIncreased+31K+$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+37K+$1.0B
PACES FERRY WEALTH ADVISORS, LLCIncreased+11K+$683.3M
Accurate Wealth Management, LLCNew Position+20K+$629.0M
Strategic Blueprint, LLCNew Position+16K+$492.0M
Fiduciary Group, LLCIncreased+12K+$466.5M
Rockefeller Capital Management L.P.Increased+40K+$429.5M

OSEA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-98K-$10.3B
World Investment AdvisorsDecreased-241K-$7.4B
Vestmark Advisory Solutions, Inc.Closed Position-224K-$6.6B
Kovitz Investment Group Partners, LLCClosed Position-178K-$5.3B
RAYMOND JAMES FINANCIAL INCDecreased-104K-$3.7B
CITADEL ADVISORS LLCClosed Position-79K-$2.3B
OSAIC HOLDINGS, INC.Decreased-24K-$1.7B
Embree Financial GroupDecreased-29K-$809.1M
WELLS FARGO & COMPANY/MNDecreased-8K-$802.3M
SYNOVUS FINANCIAL CORPClosed Position-14K-$423.9M
Steward Partners Investment Advisory, LLCDecreased-375-$95.2M
Eldridge Investment Advisors, Inc.Decreased-2K-$61.5M
MOODY NATIONAL BANK TRUST DIVISIONDecreased-52K-$1.5M
Kestra Advisory Services, LLCDecreased-257-$338K
SFG Wealth Management, LLC.Decreased-110-$-7.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Diversified Enterprises, LLC2,653,732$80.3B4.77%Share
2Venturi Wealth Management, LLC774,054$23.4B1.04%Share
3PNC FINANCIAL SERVICES GROUP, INC.775,184$23.0B0.01%Share
4PACES FERRY WEALTH ADVISORS, LLC543,808$16.4B6.68%Share
5AMI INVESTMENT MANAGEMENT INC428,101$12.9B2.91%Share
6Grey Ledge Advisors, LLC417,554$12.6B2.86%Share
7Nordwand Advisors, LLC318,209$9.6B1.68%Share
8BANK OF AMERICA CORP /DE/329,109$9.0B0.00%Share
9RAYMOND JAMES FINANCIAL INC312,139$9.0B0.00%Share
10FMA Wealth Management, LLC172,326$5.2B3.38%Share
11Focus Partners Wealth175,498$5.0B0.01%Share
12JPMORGAN CHASE & CO192,951$5.0B0.00%Share
13Fiduciary Group, LLC143,640$4.3B0.36%Share
14KWB Wealth102,800$3.1B0.29%Share
15RAYMOND JAMES FINANCIAL INC104,383$3.0B0.00%Share
16Embree Financial Group82,464$2.5B0.31%Share
17WINCAP FINANCIAL LLC67,928$2.1B1.41%Share
18Rockefeller Capital Management L.P.92,667$2.0B0.00%Share
19Ascension Capital Advisors, Inc.50,002$1.5B0.52%Share
20WELLS FARGO & COMPANY/MN52,944$1.0B0.00%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP36,560$1.0B0.00%Share
22Accurate Wealth Management, LLC20,395$629.0M0.08%Share
23Strategic Blueprint, LLC16,280$492.0M0.03%Share
24SFG Wealth Management, LLC.16,150$488.0M0.19%Share
25STUDIO INVESTMENT MANAGEMENT LLC14,543$439.0M0.08%Share
26Eldridge Investment Advisors, Inc.12,710$384.0M0.08%Share
27FINANCIAL MANAGEMENT NETWORK INC12,666$384.0M0.06%Share
28SHEPHERD KAPLAN KROCHUK, LLC11,778$356.0M0.29%Share
29one8zero8, LLC11,500$347.0M0.08%Share
30Worth Financial Advisory Group, LLC8,273$250.0M0.12%Share
31Venturi Wealth Management, LLC3,525$106.0M0.00%Share
32SITTNER & NELSON, LLC3,162$96.0M0.03%Share
33Annex Advisory Services, LLC2,917,083$88.2M1.69%Share
34CREATIVE FINANCIAL DESIGNS INC /ADV1,850$55.0M0.00%Share
35Arlington Financial Advisors, LLC1,614,578$48.8M7.00%Share
36UBS Group AG1,200$36.0M0.00%Share
37PRIVATE TRUST CO NA1,000$30.0M0.00%Share
38Geneos Wealth Management Inc.982$29.0M0.00%Share
39Archford Capital Strategies, LLC243,109$7.4M0.86%Share
40LPL Financial LLC250,249$7.0M0.00%Share
41INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC200$6.0M0.00%Share
42Corient Private Wealth LLC179,042$5.4M0.01%Share
43Sunrise Financial Services, LLC168,552$5.1M3.84%Share
44CPC Advisors, LLC97,606$3.0M0.30%Share
45Proactive Wealth Strategies LLC96,792$2.9M1.16%Share
46CAPTRUST FINANCIAL ADVISORS97,241$2.0M0.00%Share
47TRUIST FINANCIAL CORP58,651$1.8M0.00%Share
48Summit Asset Management, LLC56,397$1.7M0.24%Share
49MOODY NATIONAL BANK TRUST DIVISION40,396$1.2M0.12%Share
50ENVESTNET ASSET MANAGEMENT INC59,756$1.0M0.00%Share

OSEA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202568$236.4B+28
Q3 202540$191.8B-19
Q2 202559$306.0B-3
Q1 202562$265.6B+12
Q4 202450$317.4B+19
Q3 202431$25.7T+12
Q2 202419$2.8T+7
Q1 202412$2.5T—

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As of Q4 2025, 50 institutional investors hold OSEA (Harbor International Compounders ETF (OSEA)). The largest holder is Diversified Enterprises, LLC with $80.3B in shares. This quarter, 8 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own OSEA?

As of Q4 2025, 50 institutional investors report holding OSEA (Harbor International Compounders ETF (OSEA)) in their 13F filings.

Who is the largest institutional holder of OSEA?

The largest institutional holder of OSEA is Diversified Enterprises, LLC with $80.3B in shares.

Is institutional ownership of OSEA increasing or decreasing?

This quarter, 8 institutions opened new positions in OSEA and 4 closed their positions.