HACAX — Harbor Funds Cap Apprec Inst Institutional Holders · Q2 2026
Who owns Harbor Funds Cap Apprec Inst (HACAX)? 3 institutions reported holding $586,291 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Moody Lynn & Lieberson, LLC ($340,859), Wealthspire Advisors, LLC ($245,432), Fairfield Financial Advisors, LTD ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY LYNN & LIEBERSON, LLC | $340,859 | 2,790 | Hold |
| 2 | Wealthspire Advisors, LLC | $245,432 | 2,009 | New |
| 3 | Fairfield Financial Advisors, LTD | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30