§ EQUITY
USDHGER
HARBOR COMMODITY ALL WEATHER
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
178 increased/new, 43 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Wells Fargo & Company | 17.5M | n/a | +23% |
| Bank of America Corp | 10.5M | 0.0% | +172% |
| JPMORGAN CHASE & CO | 9.8M | n/a | +8116383% |
| GREAT LAKES ADVISORS, LLC | 3.8M | 1.0% | +44% |
| 3EDGE Asset Management, LP | 3.3M | 5.0% | −28% |
| LPL Financial LLC | 2.8M | 0.0% | +74% |
◇ AC INTELLIGENCE
Top institutional owners for HGER as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER49.3% · 181 holders
DEALER / BANK47.6% · 15 holders
INCOME / DEFENSIVE3.0% · 1 holder
QUALITY / COMPOUNDER0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HGER in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HGER yet.