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Harbor Human Capital Factor (HAPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Archford Capital Strategies, LLC
INCREASED
Shares175,357 from 171,414
Change+3,943 (+2%)
Value$8.0M (+$422.6K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares100,438 from 105,683
Change-5,245 (-5%)
Value$4.6M (-$91.0K)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$109.9K (+$3.4K)
Filed 2026-10-20
Accurate Wealth Management, LLC
CLOSED
Shares0 from 4,598
Change-4,598 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,825
Change-1,825 (-100%)
Value$0 (-$81.1K)
Filed 2026-11-02
State of Wisconsin Investment Board
N/A
Shares— from 9,871,200
Change-9,871,200 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 262,000
Change-262,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 113,505
Change-113,505 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 58,824
Change-58,824 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,371
Change-41,371 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 24,689
Change-24,689 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,850
Change-19,850 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,483
Change-16,483 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 4,706
Change-4,706 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
UBS Group AG
N/A
Shares— from 48
Change-48 (-100%)
Value—
Status
Archford Capital Strategies, LLC
INCREASED175,357171,414+3,943+2%$7.6M$8.0M+$422.6K2026-10-19
LPL Financial LLC
DECREASED100,438105,683-5,245-5%$4.7M$4.6M-$91.0K2026-11-06
Private Trust Co NA
UNCHANGED2,4002,40000%$106.5K$109.9K+$3.4K2026-10-20
Accurate Wealth Management, LLC
CLOSED04,598-4,598-100%$206.9K$0-$206.9K2026-10-20
International Assets Investment Management, LLC
CLOSED01,825-1,825-100%$81.1K$0-$81.1K2026-11-02
State of Wisconsin Investment Board
N/A—9,871,200-9,871,200-100%$438.2M———
California State Teachers Retirement System
N/A—262,000-262,000-100%$11.6M———
Steward Partners Investment Advisory, LLC
N/A—113,505-113,505-100%$5.0M———
Proactive Wealth Strategies LLC
N/A—58,824-58,824-100%$2.6M———
Raymond James Financial Inc
N/A—41,371-41,371-100%$1.8M———
Morgan Stanley
N/A—24,689-24,689-100%$1.1M———
Citadel Advisors LLC
N/A—19,850-19,850-100%$881.1K———
Susquehanna International Group, LLP
N/A—16,483-16,483-100%$731.7K———
Cetera Investment Advisers
N/A—11,676-11,676-100%$518.3K———
MML Investors Services, LLC
N/A—8,011-8,011-100%$355.6K———
Sankala Group LLC
N/A—7,101-7,101-100%$328.0K———
Jane Street Group, LLC
N/A—6,143-6,143-100%$272.7K———
MOR Wealth Management, LLC
N/A—4,706-4,706-100%$208.9K———
Northwestern Mutual Wealth Management Co
N/A—1,890-1,890-100%$83.9K———
UBS Group AG
N/A—48-48-100%$2.1K———
Showing 20 of 20 institutions