Harbor ETF Trust (HAPI) Hedge Fund Ownership (Q2 2026)

Harbor ETF Trust (HAPI)

19 + Investors. Track Smart Money conviction in HAPI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HAPI

Based on 20 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added HAPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

20 hedge funds hold HAPI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +67% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+67% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 68% buying

13 buying6 selling

Last quarter: 13 funds were net buyers (5 opened a brand new position + 8 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 5 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 30% entered in last year

■ 10% conviction (2yr+) ■ 60% medium ■ 30% new

Only 2 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +106%, value +71%

Value

+71%

+106%

Last quarter: funds added +106% more shares while total portfolio value only changed +71%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~5 new funds/quarter

2 → 3 → 5 → 3 → 5 new funds/Q

New funds entering each quarter: 3 → 5 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 20% veterans, 35% new entrants

■ 20% veterans ■ 45% 1-2yr ■ 35% new

Of 20 current holders: 4 (20%) held 2+ years, 9 held 1–2 years, 7 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds

6 of 20 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	19	16	18.75%
13F Shares	10M	11M	-2.31%
Total Value	$465M	$425M	9.33%
New Positions	5	3	+2
Increased Positions	7	7	-
Closed Positions	2	2	-
Reduced Positions	5	2	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

18.75%

13F Shares

10M

11M

-2.31%

Total Value

$465M

$425M

9.33%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

19 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HAPI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 20 HAPI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	State of Wisconsin Investment Board	0.88%	9,871,200	$438.2M
2	Archford Capital Strategies, LLC	0.77%	171,414	$7.6M
3	Proactive Wealth Strategies LLC	0.42%	58,824	$2.6M
4	Sankala Group LLC	0.22%	7,101	$328K
5	MOR Wealth Management, LLC	0.08%	4,706	$209K
6	California State Teachers Retirement System	0.03%	11,629,708	$262.0M
7	Steward Partners Investment Advisory, LLC	0.03%	113,505	$5.0M
8	Accurate Wealth Management, LLC	0.02%	4,598	$207K
9	Private Trust Co NA	0.01%	2,400	$107K
10	International Assets Investment Management, LLC	0.00%	1,825	$81K
11	LPL Financial LLC	0.00%	105,683	$4.7M
12	Mml Investors Services, LLC	0.00%	8,011	$356K
13	Raymond James Financial Inc	0.00%	41,371	$1.8M
14	Cetera Investment Advisers	0.00%	11,676	$518K
15	Citadel Advisors LLC	0.00%	19,850	$881K
16	Morgan Stanley	0.00%	24,689	$1.1M
17	Susquehanna International Group, LLP	0.00%	16,483	$732K
18	Northwestern Mutual Wealth Management Co	0.00%	1,890	$84K
19	Jane Street Group, LLC	0.00%	6,143	$273K
20	UBS Group AG	0.00%	48	$2K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Harbor ETF Trust (HAPI)

What does the Smart Money Trend signal show for HAPI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HAPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HAPI?

More buyers than sellers — 68% buying: Last quarter: 13 funds were net buyers (5 opened a brand new position + 8 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HAPI holders?

Strong quality — 37% AUM from major funds: 6 of 20 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HAPI?

Mostly new holders — 30% entered in last year: Only 2 funds (10%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Harbor ETF Trust (HAPI)

Smart Money Signals — HAPI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +67% more funds vs a year ago

More buyers than sellers — 68% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 30% entered in last year

Buying through price weakness — shares +106%, value +71%

Steady discovery — ~5 new funds/quarter

Mixed cohorts — 20% veterans, 35% new entrants

Strong quality — 37% AUM from major funds

Institutional Sentiment Summary — HAPI

Hedge Fund Ownership: HAPI

Market Analysis: HAPI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HAPI

Hedge Fund Positioning: HAPI

Statistics: HAPI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Harbor ETF Trust (HAPI)

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