Security Details
| Security Name: | HARBOR SCIENTIFIC ALPHA HIGH |
|---|---|
| Ticker: | SIHY |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 41151J109 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.04B | - | 27 | - |
| 2024-09-30 | $0.04B | +9.6% | 26 | -3.7% |
| 2024-12-31 | $0.06B | +44.1% | 22 | -15.4% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| PICTET NORTH AMERICA ADVISORS SA | $29.5M | 647K | 2.8% |
| WT WEALTH MANAGEMENT | $6.9M | 151K | 2.2% |
| INDEPENDENCE ASSET ADVISORS, LLC | $0.2M | 5K | 1.1% |
| SK WEALTH MANAGEMENT, LLC | $1.0M | 21K | 0.5% |
| IFP ADVISORS, INC | $5.4M | 119K | 0.2% |
| BANQUE PICTET & CIE SA | $1.1M | 25K | 0.0% |
| OSAIC HOLDINGS, INC. | $2.7M | 57K | 0.0% |
| PRIVATE ADVISOR GROUP, LLC | $1.4M | 30K | 0.0% |
| MML INVESTORS SERVICES, LLC | $1.7M | 37K | 0.0% |
| NEWEDGE ADVISORS, LLC | $0.0M | 0K | 0.0% |
| HUNTINGTON NATIONAL BANK | $0.0M | 0K | 0.0% |
| JPMORGAN CHASE & CO | $0.9M | 20K | 0.0% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | $0.0M | 0K | 0.0% |
| VENTURI WEALTH MANAGEMENT, LLC | $0.0M | 0K | 0.0% |
| MORGAN STANLEY | $0.0M | 0K | 0.0% |
| LPL FINANCIAL LLC | $5.1M | 111K | 0.0% |
| JANE STREET GROUP, LLC | $1.0M | 20K | 0.0% |
| ROYAL BANK OF CANADA | $2.0M | 43K | 0.0% |
| PRINCIPAL SECURITIES, INC. | $0.0M | 0K | 0.0% |
| WELLS FARGO & COMPANY/MN | $0.0M | 0K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 48K | 0.0% |
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