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

Raymond James 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	$1.63M	Buy	+40,979	New	+$1.68M	﹤0.01%	3503
2025 Q3	–	Sell	-2,856	Closed	-$109K	–	5717
2025 Q2	$109K	Buy	+2,856	New	+$100K	﹤0.01%	4835

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 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

Raymond James Financial's HAPI Position: Q1 2026 in Review

Raymond James Financial opened a new position in Harbor Human Capital Factor US Large Cap ETF (HAPI) in Q1 2026: 40,979 shares worth $1.63M. The stake represents ﹤0.01% of the portfolio and ranks #3503 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in HAPI as recently as Q2 2025.

Raymond James Financial first reported a position in HAPI in Q2 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold HAPI as of Q1 2026.

Raymond James Financial held 40,979 shares of Harbor Human Capital Factor US Large Cap ETF worth $1.63M as of Q1 2026.
Harbor Human Capital Factor US Large Cap ETF was a new Raymond James Financial position in Q1 2026.
Harbor Human Capital Factor US Large Cap ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3503 holding.
Raymond James Financial first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q2 2025 and has held it in 2 quarters since.
17 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.