Harbor ETF Trust - SIHY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlueStem Wealth Partners, LLC | History | Added to | 258,668 | 11,589 | 1.29% | 0.8% | 1 | +99,683 | 62.7% | Q1 2026 | May 07, 2026 |
| Pictet North America Advisors SA | History | Reduced | 257,422 | 11,534 | 1.15% | 3.68% | 2 | -591,710 | -69.68% | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 204,521 | 9,163 | 0.0% | 0.0% | 3 | +36,970 | 22.06% | Q1 2026 | May 06, 2026 |
| CROBAN | History | Added to | 200,152 | 8,966 | 4.22% | 4.24% | 4 | +7,602 | 3.95% | Q1 2026 | May 12, 2026 |
| WT Wealth Management | History | Reduced | 125,948 | 5,643 | 1.68% | 1.76% | 5 | -7,918 | -5.91% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 91,803 | 4,113 | 0.0% | 0.0% | 6 | +11,057 | 13.69% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 70,153 | 3,143 | 0.14% | 0.15% | 7 | +480 | 0.69% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 56,369 | 2,525 | 0.0% | 0.0% | 8 | +25,865 | 84.79% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 53,024 | 2,375 | 0.02% | — | 9 | +53,024 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 50,394 | 2,259 | 0.0% | 0.01% | 10 | -25,392 | -33.5% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 49,748 | 2,203 | 0.0% | 0.0% | 11 | -12,675 | -20.31% | Q1 2026 | May 13, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 44,184 | 1,979 | 0.82% | 0.8% | 12 | +754 | 1.74% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 42,840 | 1,919 | 0.0% | 0.0% | 13 | +473 | 1.12% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 40,192 | 1,800 | 0.01% | 0.01% | 14 | +552 | 1.39% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | No change | 35,989 | 1,612 | 0.03% | 0.04% | 15 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 31,600 | 1,415 | 0.01% | 0.01% | 16 | -5,300 | -14.36% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,429 | 1,318 | 0.0% | 0.0% | 17 | -4,254 | -12.63% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 24,208 | 1,084 | 0.0% | 0.0% | 18 | +16,691 | 222.04% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 14,910 | 668 | 0.01% | — | 19 | +14,910 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,365 | 643 | 0.0% | — | 20 | +14,365 | New | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 12,450 | 557 | 0.06% | 0.05% | 21 | +2,354 | 23.32% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,239 | 548 | 0.01% | 0.01% | 22 | -5,369 | -30.49% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | New | 10,753 | 491 | 0.0% | — | 23 | +10,753 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,590 | 474 | 0.0% | 0.0% | 24 | +588 | 5.88% | Q1 2026 | May 14, 2026 |
| SK Wealth Management, LLC | History | Reduced | 9,931 | 445 | 0.12% | 0.13% | 25 | -13 | -0.13% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,559 | 428 | 0.0% | 0.0% | 26 | -475 | -4.73% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,889 | 353 | 0.0% | 0.0% | 27 | +1,092 | 16.07% | Q1 2026 | May 08, 2026 |
| LongView Wealth Management | History | Added to | 7,524 | 342 | 0.09% | 0.08% | 28 | +114 | 1.54% | Q1 2026 | Apr 15, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 6,258 | 278 | 0.1% | 0.14% | 29 | +869 | 16.13% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,595 | 251 | 0.0% | 0.0% | 30 | -1,497 | -21.11% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,074 | 227 | 0.0% | 0.0% | 31 | -4,202 | -45.3% | Q1 2026 | Apr 22, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 5,000 | 224 | 0.03% | 0.25% | 32 | -42,578 | -89.49% | Q1 2026 | Apr 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 4,876 | 218 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 4,681 | 209 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Proactive Wealth Strategies LLC | History | New | 4,468 | 200 | 0.04% | — | 35 | +4,468 | New | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,006 | 89 | 0.0% | — | 36 | +2,005 | 200500.0% | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 1,361 | 60 | 0.01% | 0.01% | 37 | +14 | 1.04% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,162 | 51 | 0.0% | 0.01% | 38 | -550 | -32.13% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 969 | 43 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 823 | 36 | 0.02% | 0.02% | 40 | +211 | 34.48% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 700 | 31 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 461 | 20 | 0.0% | 0.0% | 42 | +363 | 370.41% | Q1 2026 | May 05, 2026 |
| TFC Financial Management, Inc. | History | Added to | 331 | 14 | 0.0% | 0.0% | 43 | +3 | 0.91% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Reduced | 140 | 6 | 0.0% | 0.0% | 44 | -28 | -16.67% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,377 | -100.0% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,986 | -100.0% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,561 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Apr 24, 2026 |