LPL Financial’s Harbor Human Capital Factor US Large Cap ETF HAPI Stock Holding History

LPL Financial’s Portfolio HAPI Stock Details HAPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.41M	Buy	111,061 +31,045	+39%	+$1.27M	﹤0.01%	2744
2025 Q4	$3.28M	Sell	80,016 -7,505	-9%	-$306K	﹤0.01%	2920
2025 Q3	$3.52M	Buy	87,521 +2,568	+3%	+$101K	﹤0.01%	2792
2025 Q2	$3.24M	Sell	84,953 -1,859	-2%	-$65.1K	﹤0.01%	2670
2025 Q1	$2.96M	Buy	86,812 +41,211	+90%	+$1.48M	﹤0.01%	2575
2024 Q4	$1.62M	Buy	45,601 +28,552	+167%	+$1.02M	﹤0.01%	3055
2024 Q3	$592K	Buy	17,049 +629	+4%	+$21K	﹤0.01%	3851
2024 Q2	$545K	Buy	+16,420	New	+$520K	﹤0.01%	3806

Other funds holding HAPI

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial's HAPI Position: Q1 2026 in Review

LPL Financial increased its Harbor Human Capital Factor US Large Cap ETF (HAPI) stake by 39% in Q1 2026, buying an estimated $1.27M and bringing the position to 111,061 shares worth $4.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

LPL Financial first reported a position in HAPI in Q2 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold HAPI as of Q1 2026.

LPL Financial held 111,061 shares of Harbor Human Capital Factor US Large Cap ETF worth $4.41M as of Q1 2026.
LPL Financial bought 31,045 Harbor Human Capital Factor US Large Cap ETF shares in Q1 2026, an estimated $1.27M.
Harbor Human Capital Factor US Large Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2744 holding.
LPL Financial first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q2 2024 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.