DOSSIER · 13F Holders · Q1 2026
SIHY

HARBOR ETF TRUST

46 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 41151J109·46 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$77M
visible holders
Holders
46
filers reporting
Concentration
15.08%
BlueStem Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported SIHY in Q1 2026. BlueStem Wealth Partners, LLC leads at 15.1% of the visible book.

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 2026
02
Pictet North America Advisors SA
CIK 0001599576
$12M257K1.15%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$9M205K0.00%Q1 2026
04
CROBAN
CIK 0001694663
$9M200K4.22%Q1 2026
05
WT Wealth Management
CIK 0001780507
$7M143K1.80%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$4M92K0.00%Q1 2026
07
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$3M71K0.12%Q2 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M56K0.00%Q1 2026
09
Integrated Wealth Concepts LLC
CIK 0001737109
$2M53K0.02%Q1 2026
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M50K0.00%Q1 2026
11
JPMORGAN CHASE & CO
CIK 0000019617
$2M50K0.00%Q1 2026
12
Beta Wealth Group, Inc.
CIK 0001594417
$2M44K0.82%Q1 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M43K0.00%Q1 2026
14
Private Advisor Group, LLC
CIK 0001567755
$2M40K0.01%Q1 2026
15
IFP Advisors, Inc
CIK 0001641866
$2M36K0.03%Q2 2026
16
BANQUE PICTET & CIE SA
CIK 0001535602
$1M32K0.01%Q1 2026
17
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M29K0.00%Q1 2026
18
TRUIST FINANCIAL CORP
CIK 0000092230
$1M24K0.00%Q1 2026
19
Independent Advisor Alliance
CIK 0001696899
$668K15K0.01%Q1 2026
20
GREENWOOD CAPITAL ASSOCIATES LLC
CIK 0001161822
$558K12K0.06%Q1 2026
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