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Harbor Scientific Alpha High (SIHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Pictet North America Advisors SA
INCREASED
Shares245,515 from 232,594
Change+12,921 (+6%)
Value$10.8M (+$240.0K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares188,875 from 177,010
Change+11,865 (+7%)
Value$8.3M (+$272.3K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares75,561 from 70,703
Change+4,858 (+7%)
Value$3.3M (+$114.0K)
Filed 2026-10-26
Archford Capital Strategies, LLC
INCREASED
Shares73,928 from 4,925
Change+69,003 (+1401%)
Value$3.3M (+$3.0M)
Filed 2026-10-19
Colonial River Investments, LLC
INCREASED
Shares58,900 from 49,802
Change+9,098 (+18%)
Value$2.6M (+$330.9K)
Filed 2026-10-19
Banque Pictet & CIE SA
INCREASED
Shares42,400 from 31,600
Change+10,800 (+34%)
Value$1.9M (+$431.8K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares35,992 from 35,990
Change+2 (+0%)
Value$1.6M (-$51.0K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares35,051 from 32,789
Change+2,262 (+7%)
Value$1.5M (+$53.3K)
Filed 2026-10-30
Greenwood Capital Associates LLC
INCREASED
Shares22,796 from 18,616
Change+4,180 (+22%)
Value$1.0M (+$158.1K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares8,429 from 9,862
Change-1,433 (-15%)
Value$372.0K (-$77.3K)
Filed 2026-11-02
LongView Wealth Management
INCREASED
Shares7,714 from 7,597
Change+117 (+2%)
Value$340.5K (-$5.6K)
Filed 2026-10-19
Independence Asset Advisors, LLC
INCREASED
Shares7,458 from 6,258
Change+1,200 (+19%)
Value$329.2K (+$45.4K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares5,100 from 5,561
Change-461 (-8%)
Value$225.0K (-$28.0K)
Filed 2026-11-02
Worth Financial Advisory Group, LLC
UNCHANGED
Shares5,037 from 5,037
Change0 (0%)
Value$222.3K (-$7.2K)
Filed 2026-10-19
BAR Harbor Wealth Management
UNCHANGED
Shares4,876 from 4,876
Change0 (0%)
Value$215.2K (-$6.9K)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$101.5K (-$3.3K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares2,050
Change+2,050
Value$90.5K
Filed 2026-11-04
Toth Financial Advisory Corp
INCREASED
Shares1,402 from 1,381
Change+21 (+2%)
Value$61.9K (-$1.0K)
Filed 2026-10-08
1620 Investment Advisors, Inc.
INCREASED
Shares950 from 897
Change+53 (+6%)
Value$41.9K (+$1.1K)
Filed 2026-11-04
TFC Financial Management, Inc.
INCREASED
Shares342 from 336
Change+6 (+2%)
Value$15.1K (-$251)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares220 from 206
Change+14 (+7%)
Value$9.7K (+$326)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares170
Change+170
Value$7.5K
Filed 2026-10-30
WT Wealth Management
CLOSED
Shares0 from 142,830
Change-142,830 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-13
Jefferies Financial Group Inc.
CLOSED
Shares0 from 125,500
Change-125,500 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-05
Kestra Advisory Services, LLC
CLOSED
Shares0 from 4,681
Change-4,681 (-100%)
Value$0 (-$213.3K)
Filed 2026-11-02
Proactive Wealth Strategies LLC
CLOSED
Shares0 from 4,536
Change-4,536 (-100%)
Value$0 (-$206.7K)
Filed 2026-11-09
SFG Wealth Management, Llc.
CLOSED
Shares0 from 4,466
Change-4,466 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,162
Change-1,162 (-100%)
Value$0 (-$52.8K)
Filed 2026-11-02
BlueStem Wealth Partners, LLC
N/A
Shares— from 239,481
Change-239,481 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 98,489
Change-98,489 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 64,773
Change-64,773 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 57,654
Change-57,654 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 55,951
Change-55,951 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 41,822
Change-41,822 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 41,495
Change-41,495 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 33,364
Change-33,364 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 28,927
Change-28,927 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,220
Change-20,220 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,590
Change-10,590 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,979
Change-8,979 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,193
Change-7,193 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 767
Change-767 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 110
Change-110 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7
Change-7 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Pictet North America Advisors SA
INCREASED245,515232,594+12,921+6%$10.6M$10.8M+$240.0K2026-10-21
LPL Financial LLC
INCREASED188,875177,010+11,865+7%$8.1M$8.3M+$272.3K2026-11-06
Flagship Harbor Advisors, LLC
INCREASED75,56170,703+4,858+7%$3.2M$3.3M+$114.0K2026-10-26
Archford Capital Strategies, LLC
INCREASED73,9284,925+69,003+1401%$224.4K$3.3M+$3.0M2026-10-19
Colonial River Investments, LLC
INCREASED58,90049,802+9,098+18%$2.3M$2.6M+$330.9K2026-10-19
Banque Pictet & CIE SA
INCREASED42,40031,600+10,800+34%$1.4M$1.9M+$431.8K2026-10-16
IFP Advisors, Inc
INCREASED35,99235,990+2+0%$1.6M$1.6M-$51.0K2026-10-16
Truist Financial Corp
INCREASED35,05132,789+2,262+7%$1.5M$1.5M+$53.3K2026-10-30
Greenwood Capital Associates LLC
INCREASED22,79618,616+4,180+22%$848.1K$1.0M+$158.1K2026-10-27
Commonwealth Equity Services, LLC
DECREASED8,4299,862-1,433-15%$449.3K$372.0K-$77.3K2026-11-02
LongView Wealth Management
INCREASED7,7147,597+117+2%$346.1K$340.5K-$5.6K2026-10-19
Independence Asset Advisors, LLC
INCREASED7,4586,258+1,200+19%$283.8K$329.2K+$45.4K2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED5,1005,561-461-8%$253.0K$225.0K-$28.0K2026-11-02
Worth Financial Advisory Group, LLC
UNCHANGED5,0375,03700%$229.5K$222.3K-$7.2K2026-10-19
BAR Harbor Wealth Management
UNCHANGED4,8764,87600%$222.2K$215.2K-$6.9K2026-10-21
US Bancorp \de\
UNCHANGED2,3002,30000%$104.8K$101.5K-$3.3K2026-11-05
Nova Financial LLC
NEW2,050—+2,050——$90.5K—2026-11-04
Toth Financial Advisory Corp
INCREASED1,4021,381+21+2%$62.9K$61.9K-$1.0K2026-10-08
1620 Investment Advisors, Inc.
INCREASED950897+53+6%$40.9K$41.9K+$1.1K2026-11-04
TFC Financial Management, Inc.
INCREASED342336+6+2%$15.3K$15.1K-$2512026-10-26
Private Trust Co NA
INCREASED220206+14+7%$9.4K$9.7K+$3262026-10-20
Provenance Wealth Advisors, LLC
NEW170—+170——$7.5K—2026-10-30
WT Wealth Management
CLOSED0142,830-142,830-100%$6.5M$0-$6.5M2026-10-13
Jefferies Financial Group Inc.
CLOSED0125,500-125,500-100%$5.7M$0-$5.7M2026-11-05
Kestra Advisory Services, LLC
CLOSED04,681-4,681-100%$213.3K$0-$213.3K2026-11-02
Proactive Wealth Strategies LLC
CLOSED04,536-4,536-100%$206.7K$0-$206.7K2026-11-09
SFG Wealth Management, Llc.
CLOSED04,466-4,466-100%$203.5K$0-$203.5K2026-10-23
International Assets Investment Management, LLC
CLOSED01,162-1,162-100%$52.8K$0-$52.8K2026-11-02
BlueStem Wealth Partners, LLC
N/A—239,481-239,481-100%$10.9M———
Royal Bank of Canada
N/A—98,489-98,489-100%$4.5M———
Osaic Holdings, Inc.
N/A—64,773-64,773-100%$3.0M———
Integrated Wealth Concepts LLC
N/A—57,654-57,654-100%$2.6M———
JPMorgan Chase & Co
N/A—55,951-55,951-100%$2.6M———
Envestnet Asset Management Inc
N/A—41,822-41,822-100%$1.9M———
Beta Wealth Group, Inc.
N/A—41,495-41,495-100%$1.9M———
Private Advisor Group, LLC
N/A—33,364-33,364-100%$1.5M———
MML Investors Services, LLC
N/A—28,927-28,927-100%$1.3M———
Equitable Holdings, Inc.
N/A—20,220-20,220-100%$921.2K———
Rockefeller Capital Management L.P.
N/A—10,590-10,590-100%$482.5K———
SK Wealth Management, LLC
N/A—9,275-9,275-100%$420.3K———
Ameritas Advisory Services, LLC
N/A—8,979-8,979-100%$409.1K———
Jane Street Group, LLC
N/A—8,750-8,750-100%$398.7K———
Steward Partners Investment Advisory, LLC
N/A—8,637-8,637-100%$393.5K———
Stratos Wealth Partners, Ltd.
N/A—8,516-8,516-100%$388.0K———
Raymond James Financial Inc
N/A—7,193-7,193-100%$327.7K———
HRT Financial LP
N/A—6,339-6,339-100%$288.0K———
Wells Fargo & Company
N/A—767-767-100%$34.9K———
NewEdge Advisors, LLC
N/A—241-241-100%$11.0K———
Rothschild Investment LLC
N/A—211-211-100%$9.6K———
Morgan Stanley
N/A—110-110-100%$5.0K———
UBS Group AG
N/A—7-7-100%$319———
Modern Wealth Management, LLC
N/A—7-7-100%$311———
Showing 52 of 52 institutions