HARBOR HUMAN CAPITAL FACTOR (HAPI) Institutional Ownership Changes & 13F Activity
HARBOR HUMAN CAPITAL FACTOR (HAPI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mml Investors Services, Llc, Morgan Stanley, Jane Street Group, Llc, Lpl Financial Llc, and Accurate Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +3,004 | +17.8% | 19,850 | $881.11K | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +6,143 | — | 6,143 | $272.68K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -2,818 | -14.6% | 16,483 | $731.65K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +392 | +1.0% | 41,371 | $1.84M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -7,880 | -24.2% | 24,689 | $1.10M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +2,251 | +2.0% | 113,505 | $5.04M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +48 | — | 48 | $2.13K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +1,137 | +10.8% | 11,676 | $518.28K | Q2 2026 | Aug 12, 2026 |
| Proactive Wealth Strategies Llc | Buy | +164 | +0.3% | 58,824 | $2.61M | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +8,011 | — | 8,011 | $355.59K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -5,378 | -4.8% | 105,683 | $4.69M | Q2 2026 | Aug 07, 2026 |
| Mor Wealth Management, Llc | Buy | +4,706 | — | 4,706 | $208.89K | Q2 2026 | Aug 06, 2026 |
| Private Trust Co Na | Sell | -600 | -20.0% | 2,400 | $106.53K | Q2 2026 | Jul 28, 2026 |
| Archford Capital Strategies, Llc | Buy | +2,420 | +1.4% | 171,414 | $7.61M | Q2 2026 | Jul 17, 2026 |
| Accurate Wealth Management, Llc | Sell | -5,190 | -53.0% | 4,598 | $206.91K | Q2 2026 | Jul 15, 2026 |
| Osaic Holdings, Inc. | Sell | -268 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -385 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
Frequently asked questions about HAPI activity
Which institutional owners are buying HAPI?
Institutional owners buying HAPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HAPI activity?
"Buy" means an investor increased their reported position in HAPI compared to the prior reporting period. This reflects growing exposure to HARBOR HUMAN CAPITAL FACTOR (HAPI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HAPI increasing?
Institutional interest in HAPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.