HARBOR SCIENTIFIC ALPHA HIGH (SIHY) Top Institutional Shareholders

HARBOR SCIENTIFIC ALPHA HIGH (SIHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $78.90M in SIHY holdings during the latest filing period.

Bluestem Wealth Partners, Llc is currently the largest disclosed institutional shareholder of SIHY tracked by InsiderSet, reporting ownership valued at approximately $11.59M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.75M, representing an estimated gain of +1.39% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed SIHY value among the investors covered in this analysis. Major shareholders include Bluestem Wealth Partners, Llc, Pictet North America Advisors Sa, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in HARBOR SCIENTIFIC ALPHA HIGH (SIHY).

This page ranks the largest institutional SIHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

42

Total Reported Value

$78.90M

Largest Holder

Bluestem Wealth Partners, Llc

Largest Position

$11.59M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

48

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bluestem Wealth Partners, Llc1.29%258,668$11,589,894$11,751,158+$161,264+1.39%
Pictet North America Advisors Sa1.15%257,422$11,534,050$11,694,553+$160,503+1.39%
Lpl Financial Llc0.00%204,521$9,163,747$9,291,287+$127,540+1.39%
Croban4.22%200,152$8,966,615$9,092,805+$126,190+1.41%
Wt Wealth Management1.68%125,948$5,643,224$5,721,755+$78,531+1.39%
Royal Bank Of Canada0.00%91,803$4,113,000$4,170,564+$57,564+1.40%
Flagship Harbor Advisors, Llc0.14%70,153$3,143,281$3,187,016+$43,735+1.39%
Jane Street Group, Llc0.00%56,369$2,525,669$2,560,815+$35,146+1.39%
Integrated Wealth Concepts Llc0.02%53,024$2,375,809$2,408,854+$33,045+1.39%
Osaic Holdings, Inc.0.00%50,394$2,259,369$2,289,374+$30,005+1.33%
Beta Wealth Group, Inc.0.82%44,184$1,979,715$2,007,257+$27,542+1.39%
Envestnet Asset Management Inc0.00%42,840$1,919,488$1,946,200+$26,712+1.39%
Private Advisor Group, Llc0.01%40,192$1,800,850$1,825,902+$25,052+1.39%
Ifp Advisors, Inc0.03%35,989$1,612,523$1,634,962+$22,439+1.39%
Banque Pictet & Cie Sa0.02%31,600$1,415,870$1,435,572+$19,702+1.39%
Mml Investors Services, Llc0.00%29,429$1,318,603$1,336,945+$18,342+1.39%
Truist Financial Corp0.00%24,208$1,084,664$1,099,757+$15,093+1.39%
Independent Advisor Alliance0.01%14,910$668,074$677,354+$9,280+1.39%
Citadel Advisors Llc0.00%14,365$643,638$652,595+$8,957+1.39%
Greenwood Capital Associates Llc0.06%12,450$557,834$565,597+$7,763+1.39%
Stratos Wealth Partners, Ltd.0.01%12,239$548,425$556,012+$7,587+1.38%
Equitable Holdings, Inc.0.00%10,753$491,099$488,503-$2,596-0.53%
Rockefeller Capital Management L.P.0.00%10,590$474,496$481,098+$6,602+1.39%
Sk Wealth Management, Llc0.12%9,931$445,411$451,160+$5,749+1.29%
Commonwealth Equity Services, Llc0.00%9,559$428,282$434,261+$5,979+1.40%
Steward Partners Investment Advisory, Llc0.00%7,889$353,475$358,393+$4,918+1.39%
Longview Wealth Management0.09%7,524$342,027$341,812-$215-0.06%
Independence Asset Advisors, Llc0.10%6,258$278,871$284,298+$5,427+1.95%
Archford Capital Strategies, Llc0.03%5,000$224,049$227,148+$3,099+1.38%
Bar Harbor Wealth Management0.01%4,876$218,474$221,514+$3,040+1.39%
Kestra Advisory Services, Llc0.00%4,681$209,757$212,655+$2,898+1.38%
Proactive Wealth Strategies Llc0.04%4,468$200,232$202,979+$2,747+1.37%
Wells Fargo & Company/Mn0.00%2,006$89,870$91,132+$1,262+1.40%
Strategic Wealth Partners, Ltd.0.00%1,938$87,681$88,042+$361+0.41%
Toth Financial Advisory Corp0.01%1,361$60,960$61,830+$870+1.43%
International Assets Investment Management, Llc0.00%1,162$51,895$52,789+$894+1.72%
1620 Investment Advisors, Inc.0.02%823$36,875$37,388+$513+1.39%
Ubs Group Ag0.00%461$20,656$20,943+$287+1.39%
Tfc Financial Management, Inc.0.00%331$14,850$15,037+$187+1.26%
Morgan Stanley0.00%140$6,297$6,360+$63+1.00%
Cambridge Investment Research Advisors, Inc.0.00%5,595$251$254,178+$253,927+101166.16%
Janney Montgomery Scott Llc0.00%5,074$227$230,509+$230,282+101445.94%

Frequently asked questions about SIHY

  • Who owns the most SIHY stock?

    The largest holders of SIHY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HARBOR SCIENTIFIC ALPHA HIGH (SIHY).

  • Is SIHY widely held by superinvestors?

    Many widely followed stocks like SIHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SIHY is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.