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SIHY Institutional Ownership

Harbor Ares Systematic High Yield ETF (SIHY)
1W: -0.6% 1M: -2.4% 3M: -3.5% YTD: -2.8% 1Y: -2.7% 3Y: +22.1% 5Y: +17.9%
$44.00
+0.02 (+0.05%)
 
Weekly Expected Move ±0.6%
$43 $44 $44 $44 $44
ETF AMEX · AUM $136.7M

Institutional Ownership — SIHY

55
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
79M
Total Invested
11
New Positions
18
Increased
20
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (57 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlueStem Wealth Partners, LLC 239,481 11M -19,187 -7.4% 6Q SEC ↗
2 Pictet North America Advisors SA 232,594 10M -24,828 -9.6% 13Q SEC ↗
3 LPL Financial LLC 177,010 8M -27,511 -13.5% 14Q SEC ↗
4 WT Wealth Management 142,830 6M +16,882 +13.4% 11Q SEC ↗
5 Jefferies Financial Group Inc. NEW 125,500 6M — +0.0% 1Q SEC ↗
6 ROYAL BANK OF CANADA 98,489 4M +6,686 +7.3% 14Q SEC ↗
7 FLAGSHIP HARBOR ADVISORS, LLC 70,703 3M +550 +0.8% 11Q SEC ↗
8 OSAIC HOLDINGS, INC. 64,773 3M +14,379 +28.5% 14Q SEC ↗
9 Integrated Wealth Concepts LLC 57,654 3M +4,630 +8.7% 2Q SEC ↗
10 JPMORGAN CHASE & CO 55,951 2M +6,203 +12.5% 7Q SEC ↗
11 Colonial River Investments, LLC NEW 49,802 2M — +0.0% 1Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 41,822 2M -1,018 -2.4% 14Q SEC ↗
13 Beta Wealth Group, Inc. 41,495 2M -2,689 -6.1% 4Q SEC ↗
14 IFP Advisors, Inc 35,990 2M +1 +0.0% 14Q SEC ↗
15 Private Advisor Group, LLC 33,364 1M -6,828 -17.0% 7Q SEC ↗
16 TRUIST FINANCIAL CORP 32,789 1M +8,581 +35.4% 3Q SEC ↗
17 BANQUE PICTET & CIE SA 31,600 1M — +0.0% 13Q SEC ↗
18 MML INVESTORS SERVICES, LLC 28,927 1M -502 -1.7% 14Q SEC ↗
19 Equitable Holdings, Inc. 20,220 890K +9,467 +88.0% 2Q SEC ↗
20 GREENWOOD CAPITAL ASSOCIATES LLC 18,616 819K +6,166 +49.5% 5Q SEC ↗
21 Rockefeller Capital Management L.P. 10,590 466K — +0.0% 3Q SEC ↗
22 COMMONWEALTH EQUITY SERVICES, LLC 9,862 434K +303 +3.2% 4Q SEC ↗
23 SK Wealth Management, LLC 9,275 408K -656 -6.6% 8Q SEC ↗
24 Ameritas Advisory Services, LLC NEW 8,979 395K — +0.0% 1Q SEC ↗
25 JANE STREET GROUP, LLC 8,750 385K -47,619 -84.5% 4Q SEC ↗
26 Steward Partners Investment Advisory, 8,637 380K +748 +9.5% 5Q SEC ↗
27 Stratos Wealth Partners, LTD. 8,516 375K -3,723 -30.4% 6Q SEC ↗
28 LongView Wealth Management 7,597 334K +73 +1.0% 11Q SEC ↗
29 RAYMOND JAMES FINANCIAL INC NEW 7,193 317K — +0.0% 1Q SEC ↗
30 HRT FINANCIAL LP NEW 6,339 279K — +0.0% 1Q SEC ↗
31 Independence Asset Advisors, LLC 6,258 275K — +0.0% 11Q SEC ↗
32 Cambridge Investment Research Advisors 5,561 245K -34 -0.6% 4Q SEC ↗
33 Worth Financial Advisory Group, LLC NEW 5,037 222K — +0.0% 1Q SEC ↗
34 Archford Capital Strategies, LLC 4,925 217K -75 -1.5% 10Q SEC ↗
35 BAR HARBOR WEALTH MANAGEMENT 4,876 215K — +0.0% 14Q SEC ↗
36 Kestra Advisory Services, LLC 4,681 206K — +0.0% 5Q SEC ↗
37 Proactive Wealth Strategies LLC 4,536 200K +68 +1.5% 2Q SEC ↗
38 SFG Wealth Management, LLC. NEW 4,466 197K — +0.0% 1Q SEC ↗
39 US BANCORP \DE NEW 2,300 101K — +0.0% 1Q SEC ↗
40 TOTH FINANCIAL ADVISORY CORP 1,381 61K +20 +1.5% 14Q SEC ↗
41 INTERNATIONAL ASSETS INVESTMENT MANAGE 1,162 51K — +0.0% 3Q SEC ↗
42 1620 INVESTMENT ADVISORS, INC. 897 39K +74 +9.0% 3Q SEC ↗
43 WELLS FARGO & COMPANY/MN 767 34K -1,239 -61.8% 14Q SEC ↗
44 TFC Financial Management, Inc. 336 15K +5 +1.5% 4Q SEC ↗
45 NewEdge Advisors, LLC 241 11K +3 +1.3% 14Q SEC ↗
46 ROTHSCHILD INVESTMENT LLC NEW 211 9K — +0.0% 1Q SEC ↗
47 PRIVATE TRUST CO NA NEW 206 9K — +0.0% 1Q SEC ↗
48 MORGAN STANLEY 110 5K -30 -21.4% 14Q SEC ↗
49 UBS Group AG 7 0K -454 -98.5% 4Q SEC ↗
50 Modern Wealth Management, LLC NEW 7 0K — +0.0% 1Q SEC ↗
Biggest Increases (18)
HolderAddedChange %Total Shares
WT Wealth Management +16,882 +13.4% 142,830
OSAIC HOLDINGS, INC. +14,379 +28.5% 64,773
Equitable Holdings, Inc. +9,467 +88.0% 20,220
TRUIST FINANCIAL CORP +8,581 +35.4% 32,789
ROYAL BANK OF CANADA +6,686 +7.3% 98,489
JPMORGAN CHASE & CO +6,203 +12.5% 55,951
GREENWOOD CAPITAL ASSOCIATES LLC +6,166 +49.5% 18,616
Integrated Wealth Concepts LLC +4,630 +8.7% 57,654
Steward Partners Investment Advisor +748 +9.5% 8,637
FLAGSHIP HARBOR ADVISORS, LLC +550 +0.8% 70,703
COMMONWEALTH EQUITY SERVICES, LLC +303 +3.2% 9,862
1620 INVESTMENT ADVISORS, INC. +74 +9.0% 897
LongView Wealth Management +73 +1.0% 7,597
Proactive Wealth Strategies LLC +68 +1.5% 4,536
TOTH FINANCIAL ADVISORY CORP +20 +1.5% 1,381
TFC Financial Management, Inc. +5 +1.5% 336
NewEdge Advisors, LLC +3 +1.3% 241
IFP Advisors, Inc +1 +0.0% 35,990
Biggest Decreases (15)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -47,619 -84.5% 8,750
LPL Financial LLC -27,511 -13.5% 177,010
Pictet North America Advisors SA -24,828 -9.6% 232,594
BlueStem Wealth Partners, LLC -19,187 -7.4% 239,481
Private Advisor Group, LLC -6,828 -17.0% 33,364
Stratos Wealth Partners, LTD. -3,723 -30.4% 8,516
Beta Wealth Group, Inc. -2,689 -6.1% 41,495
WELLS FARGO & COMPANY/MN -1,239 -61.8% 767
ENVESTNET ASSET MANAGEMENT INC -1,018 -2.4% 41,822
SK Wealth Management, LLC -656 -6.6% 9,275
MML INVESTORS SERVICES, LLC -502 -1.7% 28,927
UBS Group AG -454 -98.5% 7
Archford Capital Strategies, LLC -75 -1.5% 4,925
Cambridge Investment Research Advis -34 -0.6% 5,561
MORGAN STANLEY -30 -21.4% 110

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