Security Name: HARBOR DIVIDEND GROWTH LEADE
Ticker: GDIV
Security Type: OTHER
Exchange: US
CUSIP: 41151J703

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.06B - 27 -
2024-09-30 $0.09B +39.3% 26 -3.7%
2024-12-31 $0.18B +107.6% 26 0.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
WORTH FINANCIAL ADVISORY GROUP, LLC $1.0M 67K 0.6%
SEQUOIA FINANCIAL ADVISORS, LLC $21.6M 1,419K 0.2%
IFG ADVISORY, LLC $3.0M 198K 0.2%
OBJECTIVE CAPITAL MANAGEMENT, LLC $0.2M 12K 0.1%
EQUITABLE HOLDINGS, INC. $6.9M 452K 0.1%
GTS SECURITIES LLC $0.5M 32K 0.0%
PRIVATE ADVISOR GROUP, LLC $3.6M 239K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $16.1M 1,059K 0.0%
ATRIA INVESTMENTS, INC $1.3M 85K 0.0%
LPL FINANCIAL LLC $14.8M 973K 0.0%
ATRIA WEALTH SOLUTIONS, INC. $0.6M 38K 0.0%
PROFICIO CAPITAL PARTNERS LLC $87.1M 87K 0.0%
GOOD LIFE ADVISORS, LLC $0.2M 12K 0.0%
RAYMOND JAMES FINANCIAL INC $17.0M 1,114K 0.0%
IFP ADVISORS, INC $0.0M 2K 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP $0.5M 30K 0.0%
TRUIST FINANCIAL CORP $1.8M 119K 0.0%
CITADEL ADVISORS LLC $0.3M 20K 0.0%
ENVESTNET ASSET MANAGEMENT INC $1.8M 119K 0.0%
RWA WEALTH PARTNERS, LLC $0.3M 16K 0.0%
MORGAN STANLEY $0.0M 0K 0.0%
OSAIC HOLDINGS, INC. $0.1M 4K 0.0%
STEWARD PARTNERS INVESTMENT ADVISORY, LLC $0.0M 0K 0.0%
PRIVATE TRUST CO NA $0.0M 0K 0.0%
CWM, LLC $0.0M 1K 0.0%

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