MAINSTAY CAPITAL MANAGEMENT LLC /ADV HGER β€” HARBOR ETF TRUST

Ownership history in MAINSTAY CAPITAL MANAGEMENT LLC /ADV  Β·  1 quarter on record

AI Ownership Summary

MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported HARBOR ETF TRUST (HGER) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 7.2% in 2026 Q2. The latest visible filing shows HGER at 7.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HGER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MAINSTAY CAPITAL MANAGEMENT LLC /ADV's position in HARBOR ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HGER was reported at 7.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.2% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MAINSTAY CAPITAL MANAGEMENT LLC /ADV held HGER β€” position size vs. price
% of Fund (quarterly)    HGER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 3,317,519 β€” β€” 7.20% $97.3M 2026-08-12 $33.72

FAQ About MAINSTAY CAPITAL MANAGEMENT LLC /ADV and HGER

These are the practical questions this page is built to answer before you even open the full history table.

How long has MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported owning HGER?

MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported HGER across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported HGER position in MAINSTAY CAPITAL MANAGEMENT LLC /ADV's portfolio?

The largest reported portfolio weight for HGER was 7.20% in 2026 Q2.

What is the latest reported HGER position on this page?

The most recent filing on this page is 2026 Q2, when MAINSTAY CAPITAL MANAGEMENT LLC /ADV reported 3,317,519 shares, equal to 7.20% of portfolio, with an estimated market value of $97.3M.

What does the chart on this HGER ownership page compare?

The chart compares MAINSTAY CAPITAL MANAGEMENT LLC /ADV's quarterly HGER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MAINSTAY CAPITAL MANAGEMENT LLC /ADV Holdings