Who Owns OSEA?
Harbor International Compounders ETF (OSEA) — Institutional Ownership & 13F Holdings
$30.75
-0.02 (-0.06%)
Market Cap
$505.0M
Shares Outstanding
15,049,258
Institutional Holders
62
Total Inst. Value
$277.3M
% of Float Held
—
QoQ Holder Change
+50
Institutional data as of Q1 2025
New Positions
18
Closed Positions
6
Increased
23
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Diversified Enterprises, LLCNew | $57.1M | 2,151,159 |
| 2 | Annex Advisory Services, LLC | $55.3M | 2,084,963 |
| 3 | Venturi Wealth Management, LLC | $25.7M | 968,945 |
| 4 | Amplius Wealth Advisors, LLC | $24.7M | 930,282 |
| 5 | Arlington Financial Advisors, LLC | $21.0M | 792,066 |
| 6 | PACES FERRY WEALTH ADVISORS, LLC | $13.7M | 517,369 |
| 7 | AMI INVESTMENT MANAGEMENT INCNew | $13.5M | 509,360 |
| 8 | Grey Ledge Advisors, LLCNew | $8.6M | 324,778 |
| 9 | World Investment Advisors | $6.4M | 242,080 |
| 10 | Archford Capital Strategies, LLCNew | $5.5M | 207,722 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Diversified Enterprises, LLCNew | +2.2M | $57.1M |
| Annex Advisory Services, LLC | +2.0M | $55.3M |
| Venturi Wealth Management, LLC | +91K | $25.7M |
| Amplius Wealth Advisors, LLC | +261K | $24.7M |
| Arlington Financial Advisors, LLC | +74K | $21.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RIVERSEDGE ADVISORS, LLC | -599K | $783K |
| LPL Financial LLC | -58K | $14K |
| Steward Partners Investment Advisory, LLC | -53K | $180K |
| JANE STREET GROUP, LLC | -38K | $753K |
| RAYMOND JAMES FINANCIAL INC | -19K | $2.2M |
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Frequently Asked Questions
How many institutional investors hold OSEA?
As of Q1 2025, 62 institutional investors report holding OSEA (Harbor International Compounders ETF (OSEA)) in their 13F filings.
Which hedge fund owns the most OSEA?
The largest institutional holder of OSEA is Diversified Enterprises, LLC with $57.1M in shares.
Are institutions buying or selling OSEA?
This quarter, 18 institutions opened new positions in OSEA and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.