Harbor Ares Systemt Hi YD-USSIHYETF

13F holders, Q4 2024 (December 31)
26holders
3new positions
4sold out
$45.59avg. 13F price*

At the end of Q4 2024, 26 institutions reported holding Harbor Ares Systemt Hi YD-US (SIHY) in their 13F filings, unchanged from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were Pictet North America Advisors SA ($29.5M), WT Wealth Management ($6.9M) and IFP Advisors, Inc ($5.4M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$3.9M
Exits4$1.1M

All 13F filers, Q3 2024 → Q4 2024: 420,741 shares bought and 35,115 shares sold, net +385,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

Pictet North America Advisors SA 2.81% Add +62.6% 647,720 $29.5M
WT Wealth Management 2.17% Reduce -0.3% 151,319 $6.9M
IFP Advisors, Inc 0.18% Add +2.4% 119,216 $5.4M
LPL Financial LLC 0.00% Add +48.8% 111,823 $5.1M
Osaic Holdings, Inc. 0.01% Reduce -13.4% 50,290 $2.3M
Envestnet Asset Management Inc. 0.00% Add +21.7% 48,672 $2.2M
Flagship Harbor Advisors, LLC 0.11% Reduce -5.0% 45,406 $2.1M
Royal Bank of Canada 0.00% Add +96.5% 43,156 $2.0M
MML Investors Services, LLC 0.01% Add +0.1% 37,603 $1.7M
Janney Montgomery Scott LLC 0.00% New 35,075 $1.6M
Private Advisor Group, LLC 0.01% New 30,884 $1.4M
Banque Pictet & Cie SA 0.01% Add +52.3% 25,054 $1.1M
SK Wealth Management, LLC 0.49% No change 21,182 $966K
Jane Street Group, LLC 0.00% Add +37.2% 20,873 $952K
JPMorgan Chase & Co. 0.00% New 20,277 $924K
Archford Capital Strategies, LLC 0.05% Add +26.6% 7,035 $321K
LongView Wealth Management 0.10% Reduce -19.6% 6,868 $313K
Independence Asset Advisors, LLC 1.14% No change 5,389 $246K
Bar Harbor Wealth Management 0.01% No change 4,876 $222K
Toth Financial Advisory Corp. 0.01% Add +2.5% 1,249 $57K
Golden State Wealth Management, LLC 0.00% — 438 $20K
Principal Securities, Inc. 0.00% No change 379 $17K
Venturi Wealth Management, LLC 0.00% No change 254 $12K
NewEdge Advisors, LLC 0.00% Add +2.4% 218 $10K
Morgan Stanley 0.00% No change 91 $4K
Wells Fargo & Company 0.00% No change 1 $34

"% 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.