Harbor Ares Systemt Hi YD-USSIHYETF
13F holders, Q1 2025 (March 31)34holders +8
9new positions
1sold out
$44.65avg. 13F price*
At the end of Q1 2025, 34 institutions reported holding Harbor Ares Systemt Hi YD-US (SIHY) in their 13F filings, up 8 from Q4 2024. 9 opened new positions and 1 sold out. The largest holders were Pictet North America Advisors SA ($36.8M), BlueStem Wealth Partners, LLC ($20.8M) and LPL Financial LLC ($7.3M).
- Company
- Harbor Ares Systemt Hi YD-US
- CUSIP
- 41151J109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $40.6M |
| Exits | 1 | $12K |
All 13F filers, Q4 2024 → Q1 2025: 1,265,362 shares bought and 35,265 shares sold, net +1,230,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Pictet North America Advisors SA | 3.68% | Add +27.3% | 824,365 | $36.8M |
| BlueStem Wealth Partners, LLC | 2.84% | New | 466,081 | $20.8M |
| LPL Financial LLC | 0.00% | Add +46.4% | 163,734 | $7.3M |
| Croban | 5.67% | New | 137,950 | $6.2M |
| Bank of Montreal | 0.00% | New | 124,214 | $5.5M |
| WT Wealth Management | 1.78% | Reduce -18.8% | 122,952 | $5.5M |
| IFP Advisors, Inc | 0.17% | Add +1.1% | 120,550 | $5.4M |
| Integrated Wealth Concepts LLC | 0.04% | New | 81,425 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +298.2% | 80,744 | $3.6M |
| Tidal Investments LLC | 0.02% | New | 55,998 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +20.6% | 52,054 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 49,030 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +133.9% | 48,823 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +3.9% | 47,172 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.1% | 44,206 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +0.0% | 37,607 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.9% | 37,150 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 30,731 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | New | 28,508 | $1.3M |
| Banque Pictet & Cie SA | 0.01% | Add +11.8% | 28,016 | $1.3M |
| Archford Capital Strategies, LLC | 0.18% | Add +296.8% | 27,913 | $1.2M |
| SK Wealth Management, LLC | 0.53% | Add +4.8% | 22,200 | $981K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 14,266 | $637K |
| LongView Wealth Management | 0.09% | Add +1.3% | 6,955 | $311K |
| Independence Asset Advisors, LLC | 0.78% | No change | 5,389 | $239K |
| Bar Harbor Wealth Management | 0.01% | No change | 4,876 | $218K |
| Toth Financial Advisory Corp. | 0.01% | Add +1.2% | 1,264 | $56K |
| Morgan Stanley | 0.00% | Add +458.2% | 508 | $23K |
| Principal Securities, Inc. | 0.00% | No change | 379 | $17K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 221 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | New | 87 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 45 | $2K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -92.9% | 31 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $33 |
"% 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.