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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 2026-03-31, 1,820,297 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
44
13F filers
44
New
5
Added
21
Reduced
14
Sold out
4
Shares held by filers
1,820,297

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BlueStem Wealth Partners, LLC258,668$11.6M1.29%+99,68313F-HRTimeline
Pictet North America Advisors SA257,422$11.5M1.15%-591,71013F-HRTimeline
LPL Financial LLC204,521$9.16M<0.01%+36,97013F-HRTimeline
CROBAN200,152$8.97M4.22%+7,60213F-HRTimeline
WT Wealth Management125,948$5.64M1.68%-7,91813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,803$4.11M<0.01%+11,05713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC70,153$3.14M0.14%+48013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,369$2.53M<0.01%+25,86513F-HRTimelineGroup
Integrated Wealth Concepts LLC53,024$2.38M0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,394$2.26M<0.01%-25,39213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,748$2.2M<0.01%-12,67513F-HR/ATimelineGroup
Beta Wealth Group, Inc.44,184$1.98M0.82%+75413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,840$1.92M<0.01%+47313F-HRTimelineGroup
Private Advisor Group, LLC40,192$1.8M0.01%+55213F-HRTimeline
IFP Advisors, Inc35,989$1.61M0.03%013F-HRTimeline
BANQUE PICTET & CIE SA31,600$1.42M0.02%-5,30013F-HRTimeline
MML INVESTORS SERVICES, LLC29,429$1.32M<0.01%-4,25413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,208$1.08M<0.01%+16,69113F-HRTimelineGroup
Independent Advisor Alliance14,910$668K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,365$644K<0.01%new13F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC12,450$558K0.06%+2,35413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,239$548K0.01%-5,36913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,753$491K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,590$474K<0.01%+58813F-HRTimelineGroup
SK Wealth Management, LLC9,931$445K0.12%-1313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,559$428K<0.01%-47513F-HRTimeline
Steward Partners Investment Advisory, L…7,889$353K<0.01%+1,09213F-HRTimeline
LongView Wealth Management7,524$342K0.09%+11413F-HRTimeline
Independence Asset Advisors, LLC6,258$279K0.1%+86913F-HRTimeline
Cambridge Investment Research Advisors,…5,595$251K<0.01%-1,49713F-HRTimeline
Janney Montgomery Scott LLC5,074$227K<0.01%-4,20213F-HRTimeline
Archford Capital Strategies, LLC5,000$224K0.03%-42,57813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,876$218K0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,681$210K<0.01%013F-HRTimelineGroup
Proactive Wealth Strategies LLC4,468$200K0.04%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,006$89.9K<0.01%+2,00513F-HR/ATimelineGroup
TOTH FINANCIAL ADVISORY CORP1,361$61K0.01%+1413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,162$51.9K<0.01%-55013F-HRTimeline
Strategic Wealth Partners, Ltd.969$43.4K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.823$36.9K0.02%+21113F-HRTimeline
UBS Group AGin group UBS Group AG461$20.7K<0.01%+36313F-HRTimelineGroup
TFC Financial Management, Inc.331$14.8K<0.01%+313F-HRTimeline
NewEdge Advisors, LLC238$10.6K<0.01%+313F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY140$6.3K<0.01%-2813F-HRTimelineGroup