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HAPI Institutional Ownership

Harbor Human Capital Factor US Large Cap ETF (HAPI)
1W: -0.2% 1M: +0.0% 3M: +3.3% YTD: +12.4% 1Y: +15.6% 3Y: +85.5%
$46.17
+0.28 (+0.62%)
 
Weekly Expected Move ±1.6%
$45 $45 $46 $47 $48
ETF AMEX · AUM $496.7M

Institutional Ownership — HAPI

21
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
476M
Total Invested
4
New Positions
8
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (21 total)

# Holder Shares Value Change Change % Holding Period Filing
1 STATE OF WISCONSIN INVESTMENT BOARD 9,871,200 $456M — +0.0% 15Q SEC ↗
2 CALIFORNIA STATE TEACHERS RETIREMENT S 262,000 $12M — +0.0% 4Q SEC ↗
3 Archford Capital Strategies, LLC 171,414 $8M +2,420 +1.4% 6Q SEC ↗
4 Steward Partners Investment Advisory, 113,505 $5M +2,251 +2.0% 7Q SEC ↗
5 LPL Financial LLC 105,683 $5M -5,378 -4.8% 9Q SEC ↗
6 Proactive Wealth Strategies LLC 58,824 $3M +164 +0.3% 7Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 41,371 $2M +392 +1.0% 2Q SEC ↗
8 MORGAN STANLEY 24,689 $1M -7,880 -24.2% 3Q SEC ↗
9 CITADEL ADVISORS LLC 19,850 $917K +3,004 +17.8% 3Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,483 $761K -2,818 -14.6% 2Q SEC ↗
11 Cetera Investment Advisers 11,676 $539K +1,137 +10.8% 7Q SEC ↗
12 MML INVESTORS SERVICES, LLC NEW 8,011 $370K — +0.0% 1Q SEC ↗
13 Sankala Group LLC 7,101 $328K +3,038 +74.8% 3Q SEC ↗
14 JANE STREET GROUP, LLC NEW 6,143 $284K — +0.0% 1Q SEC ↗
15 MOR Wealth Management, LLC NEW 4,706 $217K — +0.0% 1Q SEC ↗
16 Accurate Wealth Management, LLC 4,598 $212K -5,190 -53.0% 6Q SEC ↗
17 PRIVATE TRUST CO NA 2,400 $111K -600 -20.0% 6Q SEC ↗
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 1,890 $87K +1,505 +390.9% 2Q SEC ↗
19 INTERNATIONAL ASSETS INVESTMENT MANAGE 1,825 $84K — +0.0% 3Q SEC ↗
20 UBS Group AG NEW 48 $2K — +0.0% 1Q SEC ↗
21 OSAIC HOLDINGS, INC. 0 $0K -268 -100.0% 2Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
MML INVESTORS SERVICES, LLC 8,011 $370K
JANE STREET GROUP, LLC 6,143 $284K
MOR Wealth Management, LLC 4,706 $217K
UBS Group AG 48 $2K
Sold Out (1)
HolderPrev SharesPrev Value
OSAIC HOLDINGS, INC. 268 $12K
Biggest Increases (8)
HolderAddedChange %Total Shares
Sankala Group LLC +3,038 +74.8% 7,101
CITADEL ADVISORS LLC +3,004 +17.8% 19,850
Archford Capital Strategies, LLC +2,420 +1.4% 171,414
Steward Partners Investment Advisor +2,251 +2.0% 113,505
NORTHWESTERN MUTUAL WEALTH MANAGEME +1,505 +390.9% 1,890
Cetera Investment Advisers +1,137 +10.8% 11,676
RAYMOND JAMES FINANCIAL INC +392 +1.0% 41,371
Proactive Wealth Strategies LLC +164 +0.3% 58,824
Biggest Decreases (5)
HolderReducedChange %Total Shares
MORGAN STANLEY -7,880 -24.2% 24,689
LPL Financial LLC -5,378 -4.8% 105,683
Accurate Wealth Management, LLC -5,190 -53.0% 4,598
SUSQUEHANNA INTERNATIONAL GROUP, LL -2,818 -14.6% 16,483
PRIVATE TRUST CO NA -600 -20.0% 2,400

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms