DOSSIER · 13F Holders · Q2 2026
SIHY

HARBOR ETF TRUST

50 institutions still hold HARBOR ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41151J109·50 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$75M
visible holders
Holders
50
filers reporting
Concentration
14.63%
BlueStem Wealth Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

50 institutions reported SIHY in Q2 2026. BlueStem Wealth Partners, LLC leads at 14.6% 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
$11M239K1.09%Q2 2026
02
Pictet North America Advisors SA
CIK 0001599576
$11M233K0.93%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$8M177K0.00%Q2 2026
04
WT Wealth Management
CIK 0001780507
$7M143K1.80%Q2 2026
05
Jefferies Financial Group Inc.
CIK 0000096223
$6M126K0.04%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$4M98K0.00%Q2 2026
07
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$3M71K0.12%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M65K0.00%Q2 2026
09
Integrated Wealth Concepts LLC
CIK 0001737109
$3M58K0.01%Q2 2026
10
JPMORGAN CHASE & CO
CIK 0000019617
$3M56K0.00%Q2 2026
11
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M56K0.00%Q1 2026
12
Colonial River Investments, LLC
CIK 0001845859
$2M50K0.65%Q2 2026
13
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M42K0.00%Q2 2026
14
Beta Wealth Group, Inc.
CIK 0001594417
$2M41K0.71%Q2 2026
15
IFP Advisors, Inc
CIK 0001641866
$2M36K0.03%Q2 2026
16
Private Advisor Group, LLC
CIK 0001567755
$2M33K0.01%Q2 2026
17
TRUIST FINANCIAL CORP
CIK 0000092230
$1M33K0.00%Q2 2026
18
BANQUE PICTET & CIE SA
CIK 0001535602
$1M32K0.01%Q2 2026
19
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M29K0.00%Q2 2026
20
Equitable Holdings, Inc.
CIK 0001333986
$921K20K0.01%Q2 2026
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