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Disclosery

SIHY HARBOR ETF TRUST

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ARES SYSTEMATIC (fund)

44 managers (44 13F filers) reported a position in SIHY shares at 2025-12-31, 2,233,637 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
44
13F filers
44
New
8
Added
19
Reduced
12
Sold out
2
Shares held by filers
2,233,637

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Pictet North America Advisors SA849,132$38.8M3.68%-144,56013F-HRTimeline
CROBAN192,550$8.8M4.24%+69,40713F-HRTimeline
LPL Financial LLC167,551$7.65M<0.01%+9,14713F-HRTimeline
BlueStem Wealth Partners, LLC158,985$7.26M0.8%-202,20513F-HRTimeline
WT Wealth Management133,866$6.12M1.76%+5,14613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,746$3.69M<0.01%+12,04813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,786$3.46M0.01%+3,10713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC69,673$3.18M0.15%+2,45713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,423$2.85M<0.01%+5,31413F-HRTimelineGroup
Archford Capital Strategies, LLC47,578$2.17M0.25%-81,79213F-HRTimeline
Beta Wealth Group, Inc.43,430$1.98M0.8%+1,51313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,367$1.94M<0.01%-2,96413F-HRTimelineGroup
Private Advisor Group, LLC39,640$1.81M0.01%+5,70413F-HRTimeline
BANQUE PICTET & CIE SA36,900$1.69M0.02%-1,22913F-HRTimeline
IFP Advisors, Inc35,989$1.64M0.04%+313F-HRTimeline
MML INVESTORS SERVICES, LLC33,683$1.54M<0.01%+34413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,504$1.39M<0.01%-10,54013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,608$804K0.01%-1,20313F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC10,096$461K0.05%+2,98313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,034$458K<0.01%+5,24513F-HRTimeline
SK Wealth Management, LLC9,944$457K0.13%-13,33313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,002$457K<0.01%new13F-HR/ATimelineGroup
Janney Montgomery Scott LLC9,276$424K<0.01%-1,83213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,517$343K<0.01%new13F-HRTimelineGroup
LongView Wealth Management7,410$340K0.08%+21313F-HRTimeline
Cambridge Investment Research Advisors,…7,092$324K<0.01%+1,45713F-HRTimeline
Steward Partners Investment Advisory, L…6,797$310K<0.01%+2,55213F-HRTimeline
Worth Financial Advisory Group, LLC6,377$291K0.14%new13F-HRTimeline
Independence Asset Advisors, LLC5,389$246K0.14%013F-HRTimeline
HighTower Advisors, LLC4,986$228K<0.01%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,876$223K0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,681$214K<0.01%-10,83513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,561$208K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,712$78.2K0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,347$61.5K0.01%+3813F-HRTimeline
Strategic Wealth Partners, Ltd.969$44.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC700$32K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.612$28K0.02%new13F-HRTimeline
TFC Financial Management, Inc.328$15K<0.01%+913F-HRTimeline
NewEdge Advisors, LLC235$10.7K<0.01%+613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY168$7.67K<0.01%-42713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG98$4.48K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC18$822<0.01%-1813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$34<0.01%013F-HRTimelineGroup