13FBOX
HARBOR CAPITAL APPRECIATION INSTL · 13F Institutional Holdings
Options Calculator Rankings
H

HARBOR CAPITAL APPRECIATION INSTL

HACAX
Institutions
2
Combined AUM (Q2 2026)
$586,291
Combined Shares (Q2 2026)
4,799
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,009
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-18,878
1 · 1 Exit · ≈
⚖️ Net
-16,869
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$586,291
Institutions
2
New Buys
1
Adds
0
Reduces
0
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MOODY LYNN LIEBERSON & WALKER, LLC
0.02%0.02%#1$340,8592,790$289,7182,79000.00%Unchanged
Wealthspire Advisors, LLC
<0.01%#2$245,4322,009$00+2,009New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow