Steward Partners Investment Advisory’s Harbor Human Capital Factor US Large Cap ETF HAPI Stock Holding History

Steward Partners Investment Advisory’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	111,254 +11,189	+11%	+$459K	0.02%	557
2025 Q4	$4.11M	Buy	100,065 +2,456	+3%	+$100K	0.02%	534
2025 Q3	$3.93M	Buy	97,609 +19,076	+24%	+$747K	0.02%	538
2025 Q2	$3M	Buy	78,533 +14,292	+22%	+$501K	0.02%	570
2025 Q1	$2.19M	Buy	64,241 +59,695	+1,313%	+$2.15M	0.02%	640
2024 Q4	$162K	Buy	+4,546	New	+$163K	﹤0.01%	1730

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Steward Partners Investment Advisory's HAPI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Harbor Human Capital Factor US Large Cap ETF (HAPI) stake by 11% in Q1 2026, buying an estimated $459K and bringing the position to 111,254 shares worth $4.41M. The position accounts for 0.02% of the portfolio, ranked #557.

Steward Partners Investment Advisory first reported a position in HAPI in Q4 2024 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold HAPI as of Q1 2026.

Steward Partners Investment Advisory held 111,254 shares of Harbor Human Capital Factor US Large Cap ETF worth $4.41M as of Q1 2026.
Steward Partners Investment Advisory bought 11,189 Harbor Human Capital Factor US Large Cap ETF shares in Q1 2026, an estimated $459K.
Harbor Human Capital Factor US Large Cap ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #557 holding.
Steward Partners Investment Advisory first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.