Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Harbor ETF Trust (OSEA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — OSEA

Based on 69 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added OSEA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
69 hedge funds hold OSEA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

37 buying30 selling
Last quarter: 37 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 35% entered in last year

■ 12% conviction (2yr+) ■ 54% medium ■ 35% new
Only 8 funds (12%) 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.
📈

Growing discovery — still being found

14 → 8 → 7 → 11 → 12 new funds/Q
New funds entering each quarter: 8 → 7 → 11 → 12. A growing number of institutions are discovering OSEA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 9% veterans, 52% new entrants

■ 9% veterans ■ 39% 1-2yr ■ 52% new
Of 69 current holders: 6 (9%) held 2+ years, 27 held 1–2 years, 36 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
10 of 69 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — OSEA

In 2026 Q1, 37 hedge funds were net buyers of OSEA (12 opened a new position, 25 added to an existing one), while 30 reduced or exited (20 trimmed, 10 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: OSEA

How many hedge funds hold OSEA — quarterly history vs. share price
Quarterly hedge fund ownership of OSEA vs. share price

Market Analysis: OSEA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OSEA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much OSEA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
OSEA
+5.0%
SPY
+14.9%

OSEA outperformed SPY by -9.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
OSEA
+2.0%
SPY
+1.1%

Since the filing became public, OSEA outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: OSEA
69 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 69 67 2.99%
13F Shares 12M 14M -14.93%
Total Value $347M $429M -19.25%
New Positions 12 11 +1
Increased Positions 25 33 -8
Closed Positions 10 6 +4
Reduced Positions 20 19 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OSEA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

69 + 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:
Top 25 OSEA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paces Ferry Wealth Advisors, LLC 6.97% 580,868 $16.8M
2 Arlington Financial Advisors, LLC 6.96% 1,687,869 $48.9M
3 Diversified Enterprises, LLC 4.55% 2,869,967 $83.1M
4 FMA Wealth Management, LLC 3.09% 160,715 $4.7M
5 Ami Investment Management Inc 2.84% 436,578 $12.6M
6 Grey Ledge Advisors, LLC 2.52% 385,807 $11.2M
7 Nordwand Advisors, LLC 1.59% 314,868 $9.1M
8 Proactive Wealth Strategies LLC 1.25% 229,294 $6.6M
9 Venturi Wealth Management, LLC 1.01% 770,867 $22.3M
10 Archford Capital Strategies, LLC 0.87% 262,431 $7.6M
11 Sunrise Financial Services, LLC 0.75% 36,585 $1.1M
12 Ascension Capital Advisors, Inc. 0.49% 54,151 $1.6M
13 CPC Advisors, LLC 0.49% 103,656 $3.0M
14 Fiduciary Group, LLC 0.38% 152,201 $4.4M
15 KWB Wealth 0.30% 101,772 $3.1M
16 Shepherd Kaplan Krochuk, LLC 0.29% 11,778 $341K
17 Gladstone Institutional Advisory LLC 0.26% 239,899 $6.9M
18 Summit Asset Management, LLC 0.23% 57,127 $1.7M
19 SFG Wealth Management, LLC. 0.19% 16,150 $468K
20 Embree Financial Group 0.17% 48,927 $1.4M
21 Moody National Bank Trust Division 0.14% 49,914 $1.4M
22 Eldridge Investment Advisors, Inc. 0.08% 12,710 $368K
23 Studio Investment Management LLC 0.08% 14,543 $440K
24 one8zero8, LLC 0.07% 11,500 $333K
25 CRA Financial Services, LLC 0.05% 14,580 $422K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OSEA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OSEA?

Slight buying edge — 55% buying: Last quarter: 37 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OSEA holders?

Smaller funds dominant — 14% AUM from top-100: 10 of 69 holders rank in the top 100 by AUM, but together hold only 14% 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 — 35% entered in last year: Only 8 funds (12%) 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 Q1 hedge fund 13F filings?

As of today, OSEA has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), OSEA has gained +5.0% vs +14.9% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →