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Disclosery

SIHY HARBOR ETF TRUST

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ARES SYSTEMATIC (fund)

50 managers (50 13F filers) reported a position in SIHY shares at 2026-06-30, 1,733,544 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
50
13F filers
50
New
11
Added
18
Reduced
15
Sold out
5
Shares held by filers
1,733,544

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlueStem Wealth Partners, LLC239,481$10.9M1.09%-19,18713F-HRTimeline
Pictet North America Advisors SA232,594$10.6M0.93%-24,82813F-HRTimeline
LPL Financial LLC177,010$8.06M<0.01%-27,51113F-HRTimeline
WT Wealth Management142,830$6.51M1.8%+16,88213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.125,500$5.72M0.05%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA98,489$4.49M<0.01%+6,68613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC70,703$3.22M0.12%+55013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,773$2.95M<0.01%+14,37913F-HRTimelineGroup
Integrated Wealth Concepts LLC57,885$2.64M0.01%+4,86113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55,951$2.55M<0.01%+6,20313F-HRTimelineGroup
Colonial River Investments, LLC49,802$2.27M0.65%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,822$1.91M<0.01%-1,01813F-HRTimelineGroup
Beta Wealth Group, Inc.41,495$1.89M0.71%-2,68913F-HRTimeline
IFP Advisors, Inc35,990$1.64M0.03%+113F-HRTimeline
Private Advisor Group, LLC33,364$1.52M0.01%-6,82813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,789$1.49M<0.01%+8,58113F-HRTimelineGroup
BANQUE PICTET & CIE SA31,600$1.44M0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC28,927$1.32M<0.01%-50213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,220$921K0.01%+9,46713F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC18,616$848K0.08%+6,16613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,590$482K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,862$449K<0.01%+30313F-HRTimeline
SK Wealth Management, LLC9,275$420K0.09%-65613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,979$409K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,750$399K<0.01%-47,61913F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,637$394K<0.01%+74813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,516$388K<0.01%-3,72313F-HRTimelineGroup
LongView Wealth Management7,597$346K0.09%+7313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,193$328K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP6,339$288K<0.01%new13F-HRTimeline
Independence Asset Advisors, LLC6,258$284K0.07%013F-HRTimeline
Cambridge Investment Research Advisors,…5,561$253K<0.01%-3413F-HR/ATimeline
Worth Financial Advisory Group, LLC5,037$229K0.1%new13F-HRTimeline
Archford Capital Strategies, LLC4,925$224K0.02%-7513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,876$222K0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,681$213K<0.01%013F-HRTimelineGroup
Proactive Wealth Strategies LLC4,536$207K0.03%+6813F-HRTimeline
SFG Wealth Management, LLC.4,466$203K0.07%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,300$105K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP1,381$62.9K0.01%+2013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,162$52.8K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.897$40.9K0.03%+7413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN767$34.9K<0.01%-1,23913F-HRTimelineGroup
TFC Financial Management, Inc.336$15.3K<0.01%+513F-HRTimeline
NewEdge Advisors, LLC241$11K<0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC211$9.61K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA206$9.38K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY110$5.01K<0.01%-3013F-HRTimelineGroup
UBS Group AGin group UBS Group AG7$319<0.01%-45413F-HRTimelineGroup
Modern Wealth Management, LLC7$311<0.01%new13F-HRTimeline