EPSV

EPSV Smart Money Holdings (13F)

Harbor Smid Cap Value ETF

-$105.0K

Net Activity

Institutions Holding

Popularity Rank

#20415

Avg Weight

0.00%

Total Value

$500.0K

Data as ofMar 2026

Ownership Trend

1 institutions currently hold EPSV, with 0 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

Net Buying Institutions

Key Holders

Top 5 by Value

Top 5 by Conviction

View all 1 holding institutions

Across its top 1 institutional holders, EPSV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 3/100, avg. turnover score 21/100).

Notable Holders

1 institutions disclose a position in EPSV, but none treat it as a major bet — even Royal Bank Of Canada, its most concentrated holder, allocates just 0.0% of its own portfolio to it.

Royal Bank Of Canada has trimmed its EPSV position for two straight quarters, cutting it by $119.0K while still holding $500.0K.

Quarterly Activity

Recent Activity

+$0.0

Total Buy Value

$605.0K

Total Sell Value

New buy0

Trim1

Add0

Sold out0

Net Buyers

Net Sellers

Top Movers

EPSV

Q1 2026

Top 5 Institutional Movers

Royal Bank Of Canada

-$105.0K

Trim

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

EPSV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/EPSV

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

41151J646

FAQ

Who are the top institutional investors holding HARBOR SMID CAP VALUE ETF (EPSV)?

Major stakeholders currently include Royal Bank Of Canada ($500.0K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in EPSV.

What is the overall institutional sentiment toward EPSV recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $105.0K, driven by 0 managers accumulating shares while 1 reduced their exposure.

Which institutions have been selling or reducing their EPSV positions?

In the latest period, 1 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $605.0K.

Are there any notable investors adding EPSV to their portfolios?

No tracked institutions opened new positions or added to their existing holdings in EPSV during the last reporting period.

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Developer Access

Access EPSV's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/EPSV

CLI

npx alphasmo stocks get EPSV

Full API & MCP documentation →