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Get Institutions for : 
Harbor Scientific Alpha High-yield Etf (SIHY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    1
Total shares held : 
753,144  
% of shares held : 
28.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
225,374  
% of shares held change : 
  8.6%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 127,272
 16.9%
 
Increased Positions :
6
 132,980
 17.66%
 
Unchanged Positions :
13
 29,280
 3.89%
 
Decreased Positions :
6
-25,373
-3.37%
 
Closed Positions :
5
-9,505
-1.26%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Pictet North America Advisors SA - 2024-03-31 348,058 $15,842,000 68,235
   IFP Advisors Inc 141 - 2023-12-31 74,424 $3,367,000 847
   FLAGSHIP HARBOR ADVISORS LLC 110 - 2024-03-31 69,702 $3,172,000 4,152
   WT Wealth Management 35 *New 2023-12-31 54,133 $2,449,000 54,133
   Advisor Group Holdings Inc. 1775 - 2023-12-31 49,407 $2,237,000 -695
   ENVESTNET ASSET MANAGEMENT INC 2492 - 2023-12-31 42,457 $1,921,000 -64
   MML INVESTORS SERVICES LLC 1051 - 2023-12-31 39,795 $1,800,000 -198
   LPL FINANCIAL CORP 2539 - 2023-12-31 37,326 $1,689,000 3,003
   JANE STREET GROUP LLC 2780 - 2023-12-31 31,865 $1,442,000 -21,097
   ROYAL BANK OF CANADA 2812 - 2023-12-31 31,599 $1,430,000 3,579
   GRIES FINANCIAL LLC 140 - 2023-12-31 9,418 $426,000 0
   LongView Wealth Management 123 - 2024-03-31 8,618 $392,000 104
   Archford Capital Strategies LLC 220 *New 2024-03-31 6,436 $293,000 6,436
   BANQUE PICTET & CIE SA 313 - 2023-12-31 5,720 $259,000 5,720
   Independence Asset Advisors LLC 5 - 2024-03-31 5,389 $244,000 0
   CHARTER TRUST CO 241 - 2024-03-31 4,876 $222,000 0
   Global Retirement Partners LLC 1048 - 2024-03-31 2,329 $106,000 -688
   TOTH FINANCIAL ADVISORY CORP 288 - 2024-03-31 1,172 $53,000 14
   Column Capital Advisors LLC 333 - 2023-09-30 1,074 $46,000 -458
   ADVISORY SERVICES NETWORK, LLC 2326 *New 2023-12-31 606 $27,000 606
   PRINCIPAL SECURITIES INC. 1987 - 2023-12-31 379 $17,000 0
   Venturi Wealth Management LLC 889 - 2024-03-31 254 $12,000 0
   Goss Wealth Management LLC 2817 - 2023-12-31 210 $10,000 0
   CWM LLC 3509 *New 2024-03-31 156 $7,000 156
   MORGAN STANLEY 6596 - 2023-12-31 109 $5,000 0
   Archer Investment Corp 925 - 2023-12-31 16 $1,000 0
   Cape Investment Advisory Inc. 1014 - 2023-12-31 18 $1,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   WEBSTER BANK 622 *Closed 2024-03-31 0 $0 -78
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6317 *Closed 2023-12-31 0 $0 -8,142
   UBS Group AG 7780 *Closed 2023-12-31 0 $0 -218
   Synergy Financial Management LLC 157 *Closed 2024-03-31 0 $0 -6,983
   HANSON MCCLAIN, INC. 3627 *Closed 2024-03-31 0 $0 -19
   WELLS FARGO & CO/MN 6874 - 2023-12-31 1 $0 -2,359
   US BANCORP 3960 *Closed 2023-12-31 0 $0 -140

  35 Records found
  1    
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