SIHY Institutional Ownership & Shareholders
HARBOR SCIENTIFIC ALPHA HIGH (SIHY) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $76.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $10.59M, representing an estimated loss of -2.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
48
Total Reported Value
$76.30M
Largest Holder
Bluestem Wealth Partners, Llc
Largest Position
$10.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bluestem Wealth Partners, Llc | 1.09% | 239,481 | $10,910,749 | $10,589,850 | -$320,899 | -2.94% | |
| Pictet North America Advisors Sa | 0.91% | 245,515 | $10,836,983 | $10,856,673 | +$19,690 | +0.18% | |
| Lpl Financial Llc | 0.00% | 177,010 | $8,064,560 | $7,827,382 | -$237,178 | -2.94% | |
| Jefferies Financial Group Inc. | 0.05% | 125,500 | $5,717,784 | $5,549,610 | -$168,174 | -2.94% | |
| Royal Bank Of Canada | 0.00% | 98,489 | $4,487,000 | $4,355,184 | -$131,816 | -2.94% | |
| Flagship Harbor Advisors, Llc | 0.12% | 75,561 | $3,335,225 | $3,341,307 | +$6,082 | +0.18% | |
| Archford Capital Strategies, Llc | 0.32% | 73,928 | $3,263,164 | $3,269,096 | +$5,932 | +0.18% | |
| Osaic Holdings, Inc. | 0.00% | 64,773 | $2,952,540 | $2,864,262 | -$88,278 | -2.99% | |
| Integrated Wealth Concepts Llc | 0.02% | 57,654 | $2,626,703 | $2,549,460 | -$77,243 | -2.94% | |
| Colonial River Investments, Llc | 0.67% | 58,900 | $2,599,840 | $2,604,558 | +$4,718 | +0.18% | |
| Jpmorgan Chase & Co | 0.00% | 55,951 | $2,553,262 | $2,474,153 | -$79,109 | -3.10% | |
| Envestnet Asset Management Inc | 0.00% | 41,822 | $1,905,409 | $1,849,369 | -$56,040 | -2.94% | |
| Beta Wealth Group, Inc. | 0.71% | 41,495 | $1,890,504 | $1,834,909 | -$55,595 | -2.94% | |
| Banque Pictet & Cie Sa | 0.02% | 42,400 | $1,871,528 | $1,874,928 | +$3,400 | +0.18% | |
| Ifp Advisors, Inc | 0.03% | 35,992 | $1,588,680 | $1,591,566 | +$2,886 | +0.18% | |
| Truist Financial Corp | 0.00% | 35,051 | $1,547,144 | $1,549,955 | +$2,811 | +0.18% | |
| Private Advisor Group, Llc | 0.01% | 33,364 | $1,520,062 | $1,475,356 | -$44,706 | -2.94% | |
| Mml Investors Services, Llc | 0.00% | 28,927 | $1,317,918 | $1,279,152 | -$38,766 | -2.94% | |
| Greenwood Capital Associates Llc | 0.10% | 22,796 | $1,006,210 | $1,008,039 | +$1,829 | +0.18% | |
| Equitable Holdings, Inc. | 0.01% | 20,220 | $921,226 | $894,128 | -$27,098 | -2.94% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,590 | $482,480 | $468,290 | -$14,190 | -2.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,862 | $449,301 | $436,098 | -$13,203 | -2.94% | |
| Sk Wealth Management, Llc | 0.09% | 9,275 | $420,279 | $410,141 | -$10,139 | -2.41% | |
| Ameritas Advisory Services, Llc | 0.01% | 8,979 | $409,079 | $397,051 | -$12,028 | -2.94% | |
| Jane Street Group, Llc | 0.00% | 8,750 | $398,650 | $386,925 | -$11,725 | -2.94% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,637 | $393,502 | $381,928 | -$11,574 | -2.94% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 8,516 | $388,030 | $376,578 | -$11,452 | -2.95% | |
| Longview Wealth Management | 0.08% | 7,714 | $340,476 | $341,113 | +$637 | +0.19% | |
| Independence Asset Advisors, Llc | 0.08% | 7,458 | $329,195 | $329,793 | +$598 | +0.18% | |
| Raymond James Financial Inc | 0.00% | 7,193 | $327,698 | $318,074 | -$9,624 | -2.94% | |
| Hrt Financial Lp | 0.00% | 6,339 | $288,000 | $280,311 | -$7,689 | -2.67% | |
| Worth Financial Advisory Group, Llc | 0.09% | 5,037 | $222,332 | $222,736 | +$404 | +0.18% | |
| Bar Harbor Wealth Management | 0.01% | 4,876 | $215,226 | $215,617 | +$391 | +0.18% | |
| Kestra Advisory Services, Llc | 0.00% | 4,681 | $213,287 | $206,994 | -$6,293 | -2.95% | |
| Proactive Wealth Strategies Llc | 0.03% | 4,536 | $206,698 | $200,582 | -$6,116 | -2.96% | |
| Us Bancorp \De\ | 0.00% | 2,300 | $104,788 | $101,706 | -$3,082 | -2.94% | |
| Toth Financial Advisory Corp | 0.01% | 1,402 | $61,904 | $61,996 | +$92 | +0.15% | |
| 1620 Investment Advisors, Inc. | 0.03% | 897 | $40,867 | $39,665 | -$1,202 | -2.94% | |
| Wells Fargo & Company/Mn | 0.00% | 767 | $34,933 | $33,917 | -$1,016 | -2.91% | |
| Tfc Financial Management, Inc. | 0.00% | 342 | $15,079 | $15,123 | +$44 | +0.29% | |
| Newedge Advisors, Llc | 0.00% | 241 | $10,991 | $10,657 | -$334 | -3.04% | |
| Private Trust Co Na | 0.00% | 220 | $9,711 | $9,728 | +$17 | +0.18% | |
| Rothschild Investment Llc | 0.00% | 211 | $9,613 | $9,330 | -$283 | -2.94% | |
| Provenance Wealth Advisors, Llc | 0.00% | 170 | $7,504 | $7,517 | +$13 | +0.18% | |
| Morgan Stanley | 0.00% | 110 | $5,012 | $4,864 | -$148 | -2.95% | |
| Ubs Group Ag | 0.00% | 7 | $319 | $310 | -$9 | -2.97% | |
| Modern Wealth Management, Llc | 0.00% | 7 | $311 | $310 | -$1 | -0.47% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,561 | $253 | $245,907 | +$245,654 | +97096.61% |
Frequently asked questions about SIHY
Who are the largest institutional holders of SIHY?
The largest institutional holders of SIHY reported in the latest SEC Form 13F filings include Bluestem Wealth Partners, Llc, Pictet North America Advisors Sa, Lpl Financial Llc, Jefferies Financial Group Inc., and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported SIHY position.
What is SIHY institutional ownership?
This page tracks SIHY positions reported by institutional investment managers through SEC Form 13F. HARBOR SCIENTIFIC ALPHA HIGH (SIHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SIHY?
InsiderSet currently tracks 48 institutional managers reporting SIHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SIHY shareholders.
How much SIHY stock do institutions own?
Institutional investment managers disclosed approximately $76.30M in SIHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SIHY institutional ownership last updated?
The latest SIHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SIHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SIHY position after the reporting date.
Are institutions buying or selling SIHY?
Institutional buying and selling can be analyzed by comparing SIHY positions across consecutive 13F reporting periods. InsiderSet's SIHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SIHY ownership changes.
How has SIHY institutional ownership changed over time?
InsiderSet tracks SIHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.