DaveManuel.com · Institutional Ownership · Who Owns It
HARBOR ETF TRUST (SIHY)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
50
Reporting holders
$79.2M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlueStem Wealth Partners, LLC | $10.9M | 239,481 | 1.09% | 6q | -7.4%-$874.2K |
| Pictet North America Advisors SA | $10.6M | 232,594 | 0.93% | 13q | -9.6%-$1.1M |
| LPL Financial LLC | $8.1M | 177,010 | 0.00% | 14q | -13.5%-$1.3M |
| WT Wealth Management | $6.5M | 142,830 | 1.80% | 11q | +13.4%+$769.1K |
| Jefferies Financial Group Inc. | $5.7M | 125,500 | 0.04% | new | NEW |
| ROYAL BANK OF CANADA | $4.5M | 98,489 | 0.00% | 14q | +7.3%+$304.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | $3.2M | 70,703 | 0.12% | 11q | +0.8%+$25.1K |
| OSAIC HOLDINGS, INC. | $3.0M | 64,773 | 0.00% | 14q | +28.5%+$655.4K |
| Integrated Wealth Concepts LLC | $2.6M | 57,654 | 0.02% | 2q | +8.7%+$210.9K |
| JPMORGAN CHASE & CO | $2.6M | 55,951 | 0.00% | 7q | +12.5%+$283.1K |
| Colonial River Investments, LLC | $2.3M | 49,802 | 0.65% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 41,822 | 0.00% | 14q | -2.4%-$46.4K |
| Beta Wealth Group, Inc. | $1.9M | 41,495 | 0.71% | 4q | -6.1%-$122.5K |
| IFP Advisors, Inc | $1.6M | 35,990 | 0.03% | 14q | HELD |
| Private Advisor Group, LLC | $1.5M | 33,364 | 0.01% | 7q | -17.0%-$311.1K |
| TRUIST FINANCIAL CORP | $1.5M | 32,789 | 0.00% | 3q | +35.4%+$391.0K |
| BANQUE PICTET & CIE SA | $1.4M | 31,600 | 0.01% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $1.3M | 28,927 | 0.00% | 14q | -1.7%-$22.9K |
| Equitable Holdings, Inc. | $921.2K | 20,220 | 0.01% | 2q | +88.0%+$431.3K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $848.1K | 18,616 | 0.08% | 5q | +49.5%+$280.9K |
| Cambridge Investment Research Advisors, Inc. | $506.0K | 11,122 | 0.00% | 4q | +98.8%+$251.5K |
| Rockefeller Capital Management L.P. | $482.5K | 10,590 | 0.00% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $449.3K | 9,862 | 0.00% | 4q | +3.2%+$13.8K |
| SK Wealth Management, LLC | $420.3K | 9,275 | 0.09% | 8q | -6.6%-$29.7K |
| Ameritas Advisory Services, LLC | $409.1K | 8,979 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $398.6K | 8,750 | 0.00% | 4q | -84.5%-$2.2M |
| Steward Partners Investment Advisory, LLC | $393.5K | 8,637 | 0.00% | 5q | +9.5%+$34.1K |
| Stratos Wealth Partners, LTD. | $388.0K | 8,516 | 0.00% | 6q | -30.4%-$169.6K |
| LongView Wealth Management | $346.1K | 7,597 | 0.09% | 11q | +1.0%+$3.3K |
| RAYMOND JAMES FINANCIAL INC | $327.7K | 7,193 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $288.0K | 6,339 | 0.00% | new | NEW |
| Independence Asset Advisors, LLC | $283.8K | 6,258 | 0.07% | 11q | HELD |
| Worth Financial Advisory Group, LLC | $229.5K | 5,037 | 0.10% | new | NEW |
| Archford Capital Strategies, LLC | $224.4K | 4,925 | 0.02% | 10q | -1.5%-$3.4K |
| BAR HARBOR WEALTH MANAGEMENT | $222.2K | 4,876 | 0.01% | 14q | HELD |
| Kestra Advisory Services, LLC | $213.3K | 4,681 | 0.00% | 5q | HELD |
| Proactive Wealth Strategies LLC | $206.7K | 4,536 | 0.03% | 2q | +1.5%+$3.1K |
| SFG Wealth Management, LLC. | $203.5K | 4,466 | 0.07% | new | NEW |
| US BANCORP \DE\ | $104.8K | 2,300 | 0.00% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $62.9K | 1,381 | 0.01% | 14q | +1.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $52.8K | 1,162 | 0.00% | 3q | HELD |
| 1620 INVESTMENT ADVISORS, INC. | $40.9K | 897 | 0.03% | 3q | +9.0%+$3.4K |
| WELLS FARGO & COMPANY/MN | $34.9K | 767 | 0.00% | 14q | -61.8%-$56.4K |
| TFC Financial Management, Inc. | $15.3K | 336 | 0.00% | 4q | +1.5% |
| NewEdge Advisors, LLC | $11.0K | 241 | 0.00% | 14q | +1.3% |
| ROTHSCHILD INVESTMENT LLC | $9.6K | 211 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $9.4K | 206 | 0.00% | new | NEW |
| MORGAN STANLEY | $5.0K | 110 | 0.00% | 14q | -21.4%-$1.4K |
| UBS Group AG | $319 | 7 | 0.00% | 4q | -98.5%-$20.7K |
| Modern Wealth Management, LLC | $311 | 7 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 14 | $25.7M | 582,141 | 0 | 11 | 0 | 0.0% |
| Q2 2026 | 50 | $79.2M | 1,738,874 | 11 | 18 | 14 | 0.0% |
| Q1 2026 | 44 | $81.5M | 1,820,297 | 5 | 21 | 13 | 0.0% |
| Q4 2025 | 44 | $102.0M | 2,233,637 | 8 | 17 | 13 | 0.0% |
| Q3 2025 | 38 | $123.2M | 2,658,012 | 7 | 17 | 10 | 0.0% |
| Q2 2025 | 33 | $110.1M | 2,389,998 | 5 | 13 | 8 | 0.0% |
| Q1 2025 | 35 | $119.0M | 2,665,446 | 9 | 16 | 3 | 0.0% |
| Q4 2024 | 27 | $65.4M | 1,435,349 | 4 | 10 | 3 | 0.0% |
| Q3 2024 | 27 | $48.9M | 1,049,285 | 3 | 9 | 6 | 0.0% |
| Q2 2024 | 27 | $41.8M | 926,425 | 3 | 9 | 6 | 0.0% |
| Q1 2024 | 29 | $39.0M | 856,452 | 4 | 10 | 6 | 0.0% |
| Q4 2023 | 29 | $34.1M | 753,258 | 5 | 6 | 5 | 0.0% |
| Q3 2023 | 27 | $22.1M | 514,684 | 2 | 6 | 11 | 0.0% |
| Q2 2023 | 28 | $33.7M | 764,711 | 4 | 5 | 11 | 0.0% |
| Q1 2023 | 30 | $44.7M | 1,004,715 | 27 | 2 | 0 | 0.0% |
| Q4 2022 | 2 | $410.3K | 9,551 | 1 | 0 | 1 | 0.0% |
| Q3 2022 | 1 | $829.0K | 19,985 | 0 | 0 | 1 | 0.0% |
| Q2 2022 | 2 | $3.4M | 80,379 | 1 | 1 | 0 | 0.0% |
| Q1 2022 | 1 | $3.7M | 79,467 | 0 | 0 | 1 | 0.0% |
| Q4 2021 | 1 | $4.3M | 86,283 | 0 | 0 | 1 | 0.0% |
| Q3 2021 | 1 | $5.5M | 110,555 | 1 | 0 | 0 | 0.0% |