Vault-13

HARBOR CAPITAL APPRECIATION INSTL HACAX

EQUITY FUNDS · Open-End Fund · CUSIP 411511504

2 institutional holders +0 vs Q1 2026
4,7994.8k shares reported held*
$586.3kreported value*
1 new 0 added 0 reduced 1 sold out net sold ≈ $2.1m (-16.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $122.17.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 1Q4 22: 3Q1 23: 3Q2 23: 4Q3 23: 2Q4 23: 4Q1 24: 3Q2 24: 7Q3 24: 6Q4 24: 5Q1 25: 4Q2 25: 2Q3 25: 2Q4 25: 4Q1 26: 2Q2 26: 22Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20223
Q1 20233
Q2 20234
Q3 20232
Q4 20234
Q1 20243
Q2 20247
Q3 20246
Q4 20245
Q1 20254
Q2 20252
Q3 20252
Q4 20254
Q1 20262
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ4 24: 3 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 2 cut or sold outQ2 25: 1 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 0 cut or sold outQ4 25: 2 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 3 cut or sold outQ2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202431
Q1 202512
Q2 202511
Q3 202510
Q4 202520
Q1 202603
Q2 202611

Biggest buyers

Wealthspire Advisors, LLC New +2,009+2.0k

Biggest sellers

Fairfield Financial Advisors, LTD Sold out -18,878-18.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MOODY LYNN LIEBERSON & WALKER, LLC 0.02% of their portfolio BOSTON, MA 2,7902.8k $340.9k $340.9k 0.02% Unchanged
2 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 2,0092.0k $245.4k $245.4k 0.00% New