13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SIHY

HARBOR ETF TRUST

45 institutions still hold HARBOR ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41151J109·45 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.6%
vs prior quarter
13F value held
$76M
49.0% inst. owned
of float
Holders
45
+72 QoQ
filers reporting
Activity
+23 / −98
+745 added · −733 reduced
this quarter
Concentration
15.27%
BlueStem Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

45 institutions reported SIHY in Q1 2026. BlueStem Wealth Partners, LLC leads at 15.3% of the visible book. +72 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlueStem Wealth Partners, LLC
CIK 0001977465
$12M259K1.29%Q1 202602
Pictet North America Advisors SA
CIK 0001599576
$12M257K1.15%Q1 202603
LPL Financial LLC
CIK 0001403438
$9M205K0.00%Q1 202604
CROBAN
CIK 0001694663
$9M200K4.22%Q1 202605
WT Wealth Management
CIK 0001780507
$6M126K1.68%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$4M92K0.00%Q1 202607
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$3M70K0.14%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M56K0.00%Q1 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$2M53K0.02%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M50K0.00%Q1 202611
JPMORGAN CHASE & CO
CIK 0000019617
$2M50K0.00%Q1 202612
Beta Wealth Group, Inc.
CIK 0001594417
$2M44K0.82%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M43K0.00%Q1 202614
Private Advisor Group, LLC
CIK 0001567755
$2M40K0.01%Q1 202615
IFP Advisors, Inc
CIK 0001641866
$2M36K0.03%Q1 202616
BANQUE PICTET & CIE SA
CIK 0001535602
$1M32K0.01%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M29K0.00%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$1M24K0.00%Q1 202619
Independent Advisor Alliance
CIK 0001696899
$668,07415K0.01%Q1 202620
GREENWOOD CAPITAL ASSOCIATES LLC
CIK 0001161822
$557,83412K0.06%Q1 2026
Page 1 of 3
25 more holders available. Log in →