HARBOR ETF TRUST (SIHY)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
48
Reporting holders
$78.4M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | 57,885 | 0.01% | 2q | +9.2%+$221.5K |
| 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 |
| 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 |
| 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 | -80.9%-$147.8K |
| TFC Financial Management, Inc. | $15.3K | 336 | 0.00% | 4q | +1.5% |
| NewEdge Advisors, LLC | $11.0K | 241 | 0.00% | new | NEW |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $506 | 11,122 | 0.00% | 4q | +98.8% |
| UBS Group AG | $319 | 7 | 0.00% | 4q | -98.5%-$20.7K |
| Modern Wealth Management, LLC | $311 | 7 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $288 | 6,339 | 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 | 48 | $78.4M | 1,721,644 | 11 | 16 | 14 | 0.0% |
| Q1 2026 | 41 | $81.1M | 1,811,396 | 5 | 20 | 11 | 0.0% |
| Q4 2025 | 42 | $101.3M | 2,217,269 | 8 | 16 | 12 | 0.0% |
| Q3 2025 | 35 | $122.2M | 2,636,480 | 5 | 17 | 9 | 0.0% |
| Q2 2025 | 31 | $107.5M | 2,333,523 | 5 | 13 | 6 | 0.0% |
| Q1 2025 | 33 | $115.7M | 2,590,689 | 9 | 15 | 3 | 0.0% |
| Q4 2024 | 25 | $62.1M | 1,362,671 | 3 | 10 | 3 | 0.0% |
| Q3 2024 | 26 | $47.1M | 1,011,736 | 3 | 9 | 5 | 0.0% |
| Q2 2024 | 26 | $40.1M | 888,131 | 3 | 9 | 5 | 0.0% |
| Q1 2024 | 27 | $37.2M | 816,909 | 3 | 10 | 5 | 0.0% |
| Q4 2023 | 28 | $32.3M | 713,463 | 5 | 6 | 5 | 0.0% |
| Q3 2023 | 25 | $20.3M | 473,816 | 1 | 6 | 10 | 0.0% |
| Q2 2023 | 27 | $31.9M | 723,808 | 4 | 5 | 10 | 0.0% |
| Q1 2023 | 27 | $42.6M | 957,659 | 24 | 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% |