Harbor Ares Systemt Hi YD-USSIHYETF

13F holders, Q3 2024 (September 30)
26holders
3new positions
4sold out
1famous investor
$46.59avg. 13F price*

At the end of Q3 2024, 26 institutions reported holding Harbor Ares Systemt Hi YD-US (SIHY) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Pictet North America Advisors SA ($18.6M), WT Wealth Management ($7.0M) and IFP Advisors, Inc ($5.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Harbor Ares Systemt Hi YD-US
CUSIP
41151J109
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 28Q1 2024Q2 2024: 26Q2 2024Q3 2024: 26Q3 2024Q4 2024: 26Q4 2024Q1 2025: 34Q1 2025Q2 2025: 33Q2 2025Q3 2025: 38Q3 2025Q4 2025: 44Q4 2025Q1 2026: 44Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$1.1M
Exits4$221K

All 13F filers, Q2 2024 → Q3 2024: 147,107 shares bought and 45,429 shares sold, net +101,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

Pictet North America Advisors SA 1.84% Reduce -0.2% 398,316 $18.6M
WT Wealth Management 2.25% Add +118.2% 151,778 $7.0M
IFP Advisors, Inc 0.20% Reduce -1.2% 116,457 $5.4M
LPL Financial LLC 0.00% Add +42.4% 75,177 $3.5M
Osaic Holdings, Inc. 0.01% Add +22.4% 58,043 $2.7M
Flagship Harbor Advisors, LLC 0.12% Reduce -28.8% 47,822 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -2.1% 40,006 $1.9M
MML Investors Services, LLC 0.01% Reduce -1.9% 37,549 $1.8M
Royal Bank of Canada 0.00% Reduce -42.7% 21,964 $1.0M
SK Wealth Management, LLC 0.49% — 21,182 $966K
Banque Pictet & Cie SA 0.01% Add +12.5% 16,449 $768K
Jane Street Group, LLC 0.00% New 15,210 $710K
Citadel Advisors 0.00% Add +62.3% 12,539 $585K
LongView Wealth Management 0.13% Add +1.9% 8,540 $399K
Bank of Montreal 0.00% New 7,826 $352K
Archford Capital Strategies, LLC 0.04% Reduce -13.7% 5,555 $257K
Independence Asset Advisors, LLC 4.95% No change 5,389 $250K
Bar Harbor Wealth Management 0.01% No change 4,876 $228K
UBS Group AG 0.00% Add +493.0% 2,449 $114K
Toth Financial Advisory Corp. 0.01% Add +1.8% 1,218 $57K
Principal Securities, Inc. 0.00% No change 379 $18K
Venturi Wealth Management, LLC 0.00% No change 254 $12K
NewEdge Advisors, LLC 0.00% Add +1.4% 213 $10K
Morgan Stanley 0.00% No change 91 $4K
FMR LLC 0.00% New 1 $47
Wells Fargo & Company 0.00% No change 1 $35

"% of holder's portfolio" is SIHY's weight in each manager's 13F, not the share of Harbor Ares Systemt Hi YD-US the manager owns.