Harbor ETF Trust (OSEA) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Harbor ETF Trust (OSEA) following the 2026 Q2 hedge fund 13F filings?

As of today, OSEA has moved -3.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -2.6%. Since the quarter end (June 30, 2026), OSEA gained -2.3% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Harbor ETF Trust (OSEA)

65 + Investors. Track Smart Money conviction in OSEA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OSEA

Based on 65 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their OSEA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

65 funds currently hold this stock — 94% of the 3.0-year high of 69 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding OSEA is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 43% buying

29 buying38 selling

Last quarter: 38 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 7 → 11 → 12 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 23% entered in last year

■ 22% conviction (2yr+) ■ 55% medium ■ 23% new

Only 14 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~6 new funds/quarter

9 → 7 → 11 → 12 → 6 new funds/Q

New funds entering each quarter: 7 → 11 → 12 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 14% veterans, 37% new entrants

■ 14% veterans ■ 49% 1-2yr ■ 37% new

Of 65 current holders: 9 (14%) held 2+ years, 32 held 1–2 years, 24 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds

8 of 65 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	65	69	-5.8%
13F Shares	12M	12M	2.35%
Total Value	$375M	$347M	8.29%
New Positions	6	12	-6
Increased Positions	23	25	-2
Closed Positions	10	11	-1
Reduced Positions	28	20	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-5.8%

13F Shares

12M

2.35%

Total Value

$375M

$347M

8.29%

New Positions

-6

Increased Positions

-2

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OSEA. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OSEA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Paces Ferry Wealth Advisors, LLC	7.01%	619,704	$18.9M
2	Arlington Financial Advisors, LLC	6.67%	1,719,394	$52.5M
3	Diversified Enterprises, LLC	4.46%	3,020,046	$92.2M
4	FMA Wealth Management, LLC	2.86%	146,365	$4.5M
5	Grey Ledge Advisors, LLC	2.00%	327,158	$10.0M
6	Ami Investment Management Inc	1.93%	297,671	$9.1M
7	Nordwand Advisors, LLC	1.47%	314,868	$9.6M
8	Proactive Wealth Strategies LLC	1.31%	267,870	$8.2M
9	Venturi Wealth Management, LLC	0.91%	771,715	$23.6M
10	Archford Capital Strategies, LLC	0.83%	268,505	$8.2M
11	Sunrise Financial Services, LLC	0.65%	35,619	$1.1M
12	Ascension Capital Advisors, Inc.	0.49%	57,596	$1.8M
13	Fiduciary Group, LLC	0.38%	158,509	$4.8M
14	CPC Advisors, LLC	0.38%	91,616	$2.8M
15	KWB Wealth	0.36%	137,212	$4.2M
16	Lansing Street Advisors	0.33%	50,248	$1.5M
17	Shepherd Kaplan Krochuk, LLC	0.29%	11,778	$360K
18	Gladstone Institutional Advisory LLC	0.25%	261,255	$8.0M
19	Summit Asset Management, LLC	0.22%	56,929	$1.7M
20	SFG Wealth Management, LLC.	0.15%	13,982	$427K
21	Moody National Bank Trust Division	0.13%	49,961	$1.5M
22	Worth Financial Advisory Group, LLC	0.11%	8,908	$272K
23	Embree Financial Group	0.10%	34,236	$1.0M
24	Studio Investment Management LLC	0.07%	14,230	$435K
25	Eldridge Investment Advisors, Inc.	0.07%	11,575	$354K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Harbor ETF Trust (OSEA)

What does the Smart Money Trend signal show for OSEA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OSEA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OSEA?

More sellers than buyers — 43% buying: Last quarter: 38 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OSEA holders?

Smaller funds dominant — 15% AUM from top-100: 8 of 65 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OSEA?

Mostly new holders — 23% entered in last year: Only 14 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Harbor ETF Trust (OSEA) following the 2026 Q2 hedge fund 13F filings?

As of today, OSEA has moved -3.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -2.6%. Since the quarter end (June 30, 2026), OSEA has gained -2.3% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Harbor ETF Trust (OSEA)

Smart Money Signals — OSEA

Selling streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 43% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 23% entered in last year

Steady discovery — ~6 new funds/quarter

Mixed cohorts — 14% veterans, 37% new entrants

Smaller funds dominant — 15% AUM from top-100

Institutional Sentiment Summary — OSEA

Hedge Fund Ownership: OSEA

Market Analysis: OSEA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OSEA

Is It Too Late to Buy Harbor ETF Trust (OSEA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OSEA

Statistics: OSEA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Harbor ETF Trust (OSEA)

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