HARBOR SCIENTIFIC ALPHA HIGH (SIHY) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $78.72M 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 $10.91M in its June 30, 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 $10.79M, representing an estimated loss of -1.14% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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

50

Total Reported Value

$78.72M

Largest Holder

Bluestem Wealth Partners, Llc

Largest Position

$10.91M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

57

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bluestem Wealth Partners, Llc1.09%239,481$10,910,749$10,786,224-$124,525-1.14%
Pictet North America Advisors Sa0.93%232,594$10,596,983$10,476,034-$120,949-1.14%
Lpl Financial Llc0.00%177,010$8,064,560$7,972,530-$92,030-1.14%
Wt Wealth Management1.80%142,830$6,507,355$6,433,063-$74,292-1.14%
Jefferies Financial Group Inc.0.05%125,500$5,717,784$5,652,520-$65,264-1.14%
Royal Bank Of Canada0.00%98,489$4,487,000$4,435,945-$51,055-1.14%
Flagship Harbor Advisors, Llc0.12%70,703$3,221,235$3,184,463-$36,772-1.14%
Osaic Holdings, Inc.0.00%64,773$2,952,540$2,917,376-$35,164-1.19%
Integrated Wealth Concepts Llc0.02%57,654$2,626,703$2,596,736-$29,967-1.14%
Jpmorgan Chase & Co0.00%55,951$2,553,262$2,520,033-$33,229-1.30%
Colonial River Investments, Llc0.65%49,802$2,268,979$2,243,082-$25,897-1.14%
Envestnet Asset Management Inc0.00%41,822$1,905,409$1,883,663-$21,746-1.14%
Beta Wealth Group, Inc.0.71%41,495$1,890,504$1,868,935-$21,569-1.14%
Ifp Advisors, Inc0.03%35,990$1,639,704$1,620,990-$18,714-1.14%
Private Advisor Group, Llc0.01%33,364$1,520,062$1,502,715-$17,347-1.14%
Truist Financial Corp0.00%32,789$1,493,867$1,476,817-$17,050-1.14%
Banque Pictet & Cie Sa0.01%31,600$1,439,696$1,423,264-$16,432-1.14%
Mml Investors Services, Llc0.00%28,927$1,317,918$1,302,872-$15,046-1.14%
Equitable Holdings, Inc.0.01%20,220$921,226$910,709-$10,517-1.14%
Greenwood Capital Associates Llc0.08%18,616$848,145$838,465-$9,680-1.14%
Rockefeller Capital Management L.P.0.00%10,590$482,480$476,974-$5,506-1.14%
Commonwealth Equity Services, Llc0.00%9,862$449,301$444,184-$5,117-1.14%
Sk Wealth Management, Llc0.09%9,275$420,279$417,746-$2,533-0.60%
Ameritas Advisory Services, Llc0.01%8,979$409,079$404,414-$4,665-1.14%
Jane Street Group, Llc0.00%8,750$398,650$394,100-$4,550-1.14%
Steward Partners Investment Advisory, Llc0.00%8,637$393,502$389,010-$4,492-1.14%
Stratos Wealth Partners, Ltd.0.00%8,516$388,030$383,561-$4,469-1.15%
Longview Wealth Management0.09%7,597$346,120$342,169-$3,951-1.14%
Raymond James Financial Inc0.00%7,193$327,698$323,973-$3,725-1.14%
Hrt Financial Lp0.00%6,339$288,000$285,509-$2,491-0.87%
Independence Asset Advisors, Llc0.07%6,258$283,832$281,860-$1,972-0.69%
Worth Financial Advisory Group, Llc0.10%5,037$229,486$226,866-$2,620-1.14%
Archford Capital Strategies, Llc0.02%4,925$224,373$221,822-$2,551-1.14%
Bar Harbor Wealth Management0.01%4,876$222,151$219,615-$2,536-1.14%
Kestra Advisory Services, Llc0.00%4,681$213,287$210,832-$2,455-1.15%
Proactive Wealth Strategies Llc0.03%4,536$206,698$204,301-$2,397-1.16%
Sfg Wealth Management, Llc.0.07%4,466$203,463$201,149-$2,314-1.14%
Us Bancorp \De\0.00%2,300$104,788$103,592-$1,196-1.14%
Toth Financial Advisory Corp0.01%1,381$62,930$62,200-$730-1.16%
International Assets Investment Management, Llc0.00%1,162$52,784$52,336-$448-0.85%
1620 Investment Advisors, Inc.0.03%897$40,867$40,401-$466-1.14%
Wells Fargo & Company/Mn0.00%767$34,933$34,546-$387-1.11%
Tfc Financial Management, Inc.0.00%336$15,330$15,133-$197-1.28%
Newedge Advisors, Llc0.00%241$10,991$10,855-$136-1.24%
Rothschild Investment Llc0.00%211$9,613$9,503-$110-1.14%
Private Trust Co Na0.00%206$9,385$9,278-$107-1.14%
Morgan Stanley0.00%110$5,012$4,954-$58-1.15%
Ubs Group Ag0.00%7$319$315-$4-1.17%
Modern Wealth Management, Llc0.00%7$311$315+$4+1.38%
Cambridge Investment Research Advisors, Inc.0.00%5,561$253$250,467+$250,214+98898.99%
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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.