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Harbor Long-Term Growers ETF (WINN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Harbor Long-Term Growers ETF (NYSE:WINN)

Current
Institutional Ownership
Percentage
81.36%
Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$186.56M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$61.43M
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WINN Institutional Buying and Selling by Quarter

Harbor Long-Term Growers ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Avaii Wealth Management LLC17,155$595K0.2%-4.1%0.048%
10/9/2026Towneley Capital Management Inc DE1,144,161$39.26M7.8%-0.2%3.203%
10/8/2026Farther Finance Advisors LLC12,069$414K0.0%-15.5%0.034%
10/6/2026Moody National Bank Trust Division38,137$1.31M0.1%N/A0.107%
9/23/2026Envestnet Asset Management Inc.198,819$6.46M0.0%-12.5%0.556%
9/9/2026Archford Capital Strategies LLC374,455$12.16M1.2%+1.6%1.074%
9/9/2026Integrated Wealth Concepts LLC5,156$167K0.0%N/A0.015%
9/8/2026Waverly Advisors LLC31,828$1.03M0.0%+54.6%0.091%
8/27/2026Corient Private Wealth LP4,139,541$134.41M0.2%-10.8%11.878%
8/23/2026SFG Wealth Management LLC.19,515$634K0.2%-64.5%0.056%
8/22/2026Rose Capital Advisors LLC63,445$2.06M1.0%N/A0.182%
8/22/2026Markowski Investments6,992$227K0.0%N/A0.020%
7/10/2026Wealthcare Advisory Partners LLC371,874$12.08M0.2%-4.6%1.059%
7/7/2026Bill Few Associates Inc.25,174$817K0.2%+2.0%0.072%
6/18/2026Western Wealth Management LLC55,155$1.53M0.1%+1.6%0.159%
5/19/2026Western Wealth Management LLC55,155$1.53M0.1%+1.6%0.159%
5/19/2026Bank of America Corp DE10,426$289K0.0%-14.4%0.030%
5/18/2026Royal Bank of Canada406,810$11.28M0.0%-15.3%1.173%
5/16/2026Quantinno Capital Management LP66,344$1.84M0.0%+62.3%0.191%
5/15/2026Waverly Advisors LLC20,590$571K0.0%N/A0.059%
5/13/2026Cetera Investment Advisers178,894$4.96M0.0%+3.8%0.516%
5/7/2026Grant Street Asset Management Inc.2,354,165$65.28M12.6%+5.2%6.790%
5/6/2026Birchwood Financial Partners Inc.120,285$3.34M3.2%+4.5%0.347%
5/5/2026Sanctuary Advisors LLC80,616$2.24M0.0%-0.7%0.233%
5/2/2026Associated Banc Corp83,163$2.31M0.1%+6.3%0.240%
5/1/2026Fifth Third Bancorp421,544$11.69M0.0%-3.4%1.216%
4/30/2026Kestra Advisory Services LLC253,419$7.03M0.0%+2.4%0.731%
4/28/2026Ascentis Independent Advisors184,254$5.11M0.4%+144.2%0.531%
4/27/2026Private Advisor Group LLC408,722$11.33M0.1%+1.7%1.180%
4/21/2026Towneley Capital Management Inc DE1,142,388$31.68M6.6%+1.0%3.306%
4/21/2026Independent Wealth Network Inc.26,914$746K0.2%-17.7%0.078%
4/20/2026Kestra Private Wealth Services LLC27,331$758K0.0%+43.4%0.079%
4/17/2026Provident Wealth Management LLC67,599$1.87M0.6%-6.3%0.196%
4/17/2026Financial Management Network Inc.129,147$3.78M0.6%-21.3%0.374%
3/17/2026Rockefeller Capital Management L.P.131,935$4.10M0.0%+857.2%0.377%
3/9/2026Corient Private Wealth LLC5,004,398$155.66M0.2%+37.7%14.298%
2/19/2026Axxcess Wealth Management LLC8,345$260K0.0%N/A0.024%
2/19/2026Birchwood Financial Partners Inc.115,088$3.58M3.6%N/A0.329%
2/19/2026Corient Private Wealth LLC3,042,765$94.65M0.0%-16.3%8.694%
2/18/2026IHT Wealth Management LLC141,538$4.40M0.1%+14.0%0.404%
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2/17/2026Cetera Investment Advisers172,368$5.36M0.0%-6.5%0.492%
2/17/2026Prosperity Bancshares Inc37,148$1.16M1.0%N/A0.106%
2/17/2026Equitable Holdings Inc.181,546$5.65M0.0%-0.9%0.519%
2/17/2026Osaic Holdings Inc.239,223$7.44M0.0%+15.5%0.683%
2/17/2026Private Advisor Group LLC401,933$12.50M0.1%-12.9%1.148%
2/17/2026&PARTNERS76,606$2.38M0.0%-0.7%0.219%
2/17/2026Royal Bank of Canada480,499$14.95M0.0%-11.8%1.373%
2/16/2026Mariner LLC49,518$1.54M0.0%+8.4%0.141%
2/13/2026Kestra Advisory Services LLC247,434$7.70M0.0%+618.9%0.707%
2/13/2026Stifel Financial Corp94,761$2.95M0.0%+4.2%0.271%
2/13/2026Golden State Wealth Management LLC523,243$16.28M1.7%+7.1%1.495%
2/12/2026Jane Street Group LLC17,850$555K0.0%N/A0.051%
2/12/2026HRT Financial LP21,916$681K0.0%N/A0.063%
2/12/2026Ankerstar Wealth LLC1,050$33K0.0%N/A0.003%
2/12/2026Commonwealth Equity Services LLC1,250,817$38.91M0.1%+0.9%3.574%
2/12/2026Steward Partners Investment Advisory LLC74,197$2.31M0.0%+8.5%0.212%
2/12/2026Great Valley Advisor Group Inc.120,781$3.76M0.1%-3.1%0.345%
2/11/2026Janney Montgomery Scott LLC13,908$433K0.0%-3.7%0.040%
2/11/2026LPL Financial LLC4,959,234$154.25M0.0%-0.3%14.169%
2/11/2026Manchester Capital Management LLC966$30K0.0%N/A0.003%
2/11/2026Convergence Financial LLC106,750$3.32M0.5%+20.0%0.305%
2/11/2026Sittner & Nelson LLC52,755$1.56M0.6%+21.0%0.151%
2/10/2026WCG Wealth Advisors LLC176,621$5.49M0.2%+55.4%0.505%
2/10/2026Waterloo Capital L.P.67,256$2.09M0.2%-3.4%0.192%
2/9/2026Cary Street Partners Financial LLC95,056$2.96M0.1%+49.7%0.272%
2/9/2026Harbour Investments Inc.14,897$463K0.0%-4.3%0.043%
2/6/2026GPS Wealth Strategies Group LLC850$26K0.0%-96.5%0.002%
2/6/2026Associated Banc Corp78,226$2.43M0.1%+12.5%0.224%
2/6/2026Axxcess Wealth Management LLC8,345$260K0.0%N/A0.024%
2/6/2026Kingdom Financial Group LLC.20,086$625K0.2%N/A0.057%
2/6/2026HighTower Advisors LLC44,844$1.40M0.0%-5.4%0.128%
2/5/2026WJ Wealth Management LLC343,782$10.69M4.7%-10.9%0.982%
2/5/2026Proactive Wealth Strategies LLC95,947$2.98M1.2%+19.5%0.274%
2/3/2026International Assets Investment Management LLC5,360$167K0.0%-29.8%0.015%
2/3/2026SFG Wealth Management LLC.54,903$1.71M0.7%+2.0%0.157%
2/2/2026Benjamin Edwards Inc.79,224$2.46M0.0%-4.0%0.227%
2/2/2026Fifth Third Bancorp436,313$13.57M0.0%+99.7%1.248%
2/2/2026Oppenheimer & Co. Inc.16,491$513K0.0%+13.4%0.047%
1/30/2026Smart Portfolios LLC50,719$1.58M1.6%+304.0%0.140%
1/30/2026Joel Isaacson & Co. LLC111,214$3.46M0.1%+24.7%0.307%
1/30/2026SOL Capital Management CO411,454$12.80M1.1%+1.1%1.134%
1/30/2026Strategic Blueprint LLC32,894$1.02M0.1%+10.3%0.091%
1/30/2026Towneley Capital Management Inc DE1,130,654$35.17M7.4%+0.0%3.116%
1/29/2026Kestra Private Wealth Services LLC19,063$593K0.0%N/A0.055%
1/29/2026Golden State Equity Partners75,462$2.35M0.4%-52.4%0.216%
1/28/2026Provident Wealth Management LLC72,118$2.24M0.7%-10.0%0.206%
1/28/2026Grant Street Asset Management Inc.2,238,226$69.62M14.0%+1.1%6.400%
1/27/2026Leisure Capital Management475,975$14.81M4.9%-0.4%1.361%
1/26/2026Independent Wealth Network Inc.32,688$1.02M0.3%+9.3%0.094%
1/26/2026United Advisor Group LLC17,854$555K0.1%+3.4%0.051%
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1/23/2026Transcend Capital Advisors LLC110,885$3.45M0.3%-1.5%0.316%
1/23/2026SpringVest Wealth Management LLC7,552$235K0.2%+16.1%0.022%
1/21/2026Bluesphere Advisors LLC19,557$608K0.3%-11.0%0.056%
1/20/2026NavPoint Financial Inc.10,289$320K0.1%+52.6%0.029%
1/20/2026Savvy Advisors Inc.8,334$259K0.0%N/A0.024%
1/20/2026Stratos Wealth Partners LTD.71,221$2.22M0.0%+13.6%0.203%
1/16/2026Worth Financial Advisory Group LLC58,881$1.83M0.9%+30.4%0.168%
1/15/2026Archford Capital Strategies LLC282,379$8.78M1.0%+8.3%0.807%
1/14/2026Lantz Financial LLC239,358$7.45M1.6%+110.2%0.684%
1/14/2026Auctus Advisors LLC1,339,930$41.68M38.4%N/A3.828%


WINN Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 institutional investors and hedge funds held shares of Harbor Long-Term Growers ETF. The most heavily invested institutionals were Corient Private Wealth LLC ($155.66M), LPL Financial LLC ($154.25M), Corient Private Wealth LP ($134.41M), Wealth Enhancement Advisory Services LLC ($90.15M), Grant Street Asset Management Inc. ($65.28M), Raymond James Financial Inc. ($50.90M), and Auctus Advisors LLC ($41.68M).Learn more on Harbor Long-Term Growers ETF's institutional investors.

81.36% of Harbor Long-Term Growers ETF's stock is owned by institutional investors. Learn more on WINN's institutional investor holdings.

Of the 109 institutional investors that purchased Harbor Long-Term Growers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Corient Private Wealth LLC ($3.35M), Raymond James Financial Inc. ($2.39M), Auctus Advisors LLC ($1.34M), Golden State Wealth Management LLC ($1.10M), Grant Street Asset Management Inc. ($982.44K), Wealth Enhancement Advisory Services LLC ($818.03K), and LPL Financial LLC ($577.40K).

Institutional investors have bought a total of 6,022,704 shares in the last 24 months. This purchase volume represents approximately $186.56M in transactions.

Of the 39 institutional investors that sold Harbor Long-Term Growers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($590.48K), Corient Private Wealth LP ($500.39K), WJ Wealth Management LLC ($236.22K), Royal Bank of Canada ($138.17K), Golden State Equity Partners ($103.96K), Private Advisor Group LLC ($59.38K), and Towneley Capital Management Inc DE ($36.67K).

Institutional investors have sold a total of 1,963,241 shares in the last 24 months. This volume of shares sold represents approximately $61.43M in transactions.


Related Companies

Institutional ownership data for NYSE:WINN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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