HARBOR ETF TRUST (HAPI)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
19
Reporting holders
$465.7M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| STATE OF WISCONSIN INVESTMENT BOARD | $438.2M | 9,871,200 | 0.88% | 15q | HELD |
| Archford Capital Strategies, LLC | $7.6M | 171,414 | 0.77% | 6q | +1.4%+$107.4K |
| Steward Partners Investment Advisory, LLC | $5.0M | 113,505 | 0.03% | 7q | +2.0%+$99.9K |
| LPL Financial LLC | $4.7M | 105,683 | 0.00% | 9q | -4.8%-$238.7K |
| Proactive Wealth Strategies LLC | $2.6M | 58,824 | 0.42% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 41,371 | 0.00% | 2q | +1.0%+$17.4K |
| CITADEL ADVISORS LLC | $1.8M | 39,700 | 0.00% | 3q | +135.7%+$1.0M |
| MORGAN STANLEY | $1.1M | 24,689 | 0.00% | 3q | -24.2%-$349.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $731.7K | 16,483 | 0.00% | 2q | -14.6%-$125.1K |
| Cetera Investment Advisers | $518.3K | 11,676 | 0.00% | 7q | +10.8%+$50.5K |
| MML INVESTORS SERVICES, LLC | $355.6K | 8,011 | 0.00% | new | NEW |
| Sankala Group LLC | $328.0K | 7,101 | 0.22% | 3q | +74.8%+$140.3K |
| JANE STREET GROUP, LLC | $272.7K | 6,143 | 0.00% | new | NEW |
| MOR Wealth Management, LLC | $208.9K | 4,706 | 0.08% | new | NEW |
| Accurate Wealth Management, LLC | $206.9K | 4,598 | 0.02% | 6q | -53.0%-$233.5K |
| PRIVATE TRUST CO NA | $106.5K | 2,400 | 0.01% | 6q | -20.0%-$26.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $83.9K | 1,890 | 0.00% | 2q | +390.9%+$66.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $81.1K | 1,825 | 0.00% | 3q | HELD |
| UBS Group AG | $2.1K | 48 | 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $465.7M | 10,491,267 | 4 | 7 | 5 | 0.0% |
| Q1 2026 | 17 | $425.3M | 10,722,732 | 3 | 8 | 2 | 0.0% |
| Q4 2025 | 15 | $434.0M | 10,575,585 | 4 | 3 | 3 | 0.0% |
| Q3 2025 | 11 | $423.8M | 10,525,871 | 3 | 5 | 1 | 0.0% |
| Q2 2025 | 12 | $391.6M | 10,255,964 | 2 | 4 | 4 | 0.0% |
| Q1 2025 | 12 | $348.9M | 10,235,658 | 3 | 4 | 4 | 0.0% |
| Q4 2024 | 9 | $356.9M | 10,023,115 | 7 | 1 | 0 | 0.0% |
| Q3 2024 | 3 | $344.0M | 9,912,710 | 0 | 1 | 1 | 0.0% |
| Q2 2024 | 6 | $329.6M | 9,926,959 | 3 | 0 | 2 | 0.0% |
| Q1 2024 | 5 | $315.5M | 9,971,656 | 3 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $276.3M | 9,882,613 | 1 | 0 | 0 | 0.0% |
| Q3 2023 | 1 | $252.0M | 9,871,200 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $257.0M | 9,871,200 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $233.7M | 9,871,200 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $214.5M | 9,871,200 | 1 | 0 | 0 | 0.0% |