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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 (NYSEARCA:WINN)

Current
Institutional Ownership
Percentage
81.36%
Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$282.17M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$31.61M
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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
10/10/2025Sound Income Strategies LLC1,255$40K0.0%N/A0.004%
10/9/2025 NavPoint Financial Inc.6,741$210K0.1%N/A0.020%
10/8/2025 Carr Financial Group Corp58,527$1.82M0.5%+413.7%0.174%
9/26/2025Corient Private Wealth LLC3,390,122$101.36M0.1%+32.2%10.441%
9/4/2025Osaic Holdings Inc.203,850$5.94M0.0%-22.1%0.628%
8/18/2025Tyler Stone Wealth Management45,810$1.33M0.2%+1.6%0.141%
8/15/2025Corient Private Wealth LLC3,390,122$101.36M0.1%+32.2%10.441%
8/15/2025Equitable Holdings Inc.175,656$5.12M0.0%+7.9%0.541%
8/15/2025Fidelity D & D Bancorp Inc.8,175$238K0.1%-50.0%0.025%
8/15/2025MML Investors Services LLC138,471$4.03M0.0%+2.5%0.426%
8/15/2025IHT Wealth Management LLC108,678$3.17M0.1%+42.2%0.335%
8/15/2025Great Valley Advisor Group Inc.128,931$3.76M0.1%-18.4%0.397%
8/15/2025Benjamin Edwards Inc.84,772$2.47M0.0%-0.8%0.261%
8/15/2025Bank of America Corp DE9,385$273K0.0%+181.7%0.029%
8/15/2025Ameriprise Financial Inc.74,876$2.18M0.0%+18.0%0.231%
8/14/2025Raymond James Financial Inc.1,071,365$31.20M0.0%+3.6%3.300%
8/14/2025Frisch Financial Group Inc.6,890$201K0.0%N/A0.021%
8/14/2025Cary Street Partners Financial LLC59,418$1.73M0.0%+1.1%0.183%
8/13/2025Proactive Wealth Strategies LLC68,447$1.99M0.9%+44.4%0.211%
8/13/2025CW Advisors LLC27,096$789K0.0%N/A0.083%
8/13/2025WCG Wealth Advisors LLC52,100$1.52M0.1%N/A0.160%
8/13/2025Northwestern Mutual Wealth Management Co.3,279$96K0.0%+16.1%0.010%
8/12/2025Steward Partners Investment Advisory LLC48,132$1.40M0.0%+138.9%0.148%
8/11/2025Perennial Investment Advisors LLC68,330$1.99M0.2%+4.6%0.210%
8/11/2025United Advisor Group LLC17,685$515K0.1%+6.7%0.054%
8/11/2025Western Wealth Management LLC54,045$1.57M0.1%+9.0%0.166%
8/8/2025Avantax Advisory Services Inc.185,402$5.40M0.0%+6.5%0.571%
8/8/2025Phoenix Wealth Advisors18,628$543K0.2%+16.2%0.057%
8/8/2025Sittner & Nelson LLC42,095$1.23M0.5%-5.8%0.130%
8/6/2025Golden State Wealth Management LLC510,372$14.87M1.8%-12.0%1.572%
8/6/2025Convergence Financial LLC60,622$1.77M0.3%+30.4%0.187%
8/5/2025GPS Wealth Strategies Group LLC24,116$702K0.1%+71.2%0.074%
8/4/2025Grant Street Asset Management Inc.2,205,542$64.24M14.5%+0.6%6.793%
8/1/2025Transcend Capital Advisors LLC111,977$3.26M0.2%-24.1%0.326%
8/1/2025Envestnet Asset Management Inc.359,314$10.47M0.0%-6.5%1.046%
7/30/2025Strategic Blueprint LLC24,396$711K0.0%+4.2%0.071%
7/30/2025Towneley Capital Management Inc DE1,165,035$33.93M7.8%-1.6%3.604%
7/29/2025International Assets Investment Management LLC7,630$222K0.0%N/A0.024%
7/29/2025Stratos Wealth Partners LTD.54,782$1.60M0.0%+41.1%0.169%
7/28/2025WJ Wealth Management LLC566,428$16.50M5.2%-1.4%1.752%
7/28/2025Harbour Investments Inc.15,780$460K0.0%+6.7%0.049%
7/25/2025Bill Few Associates Inc.20,146$587K0.2%-14.6%0.062%
7/23/2025SpringVest Wealth Management LLC14,988$437K0.4%N/A0.047%
7/23/2025Joel Isaacson & Co. LLC69,180$2.02M0.1%+89.6%0.216%
7/22/2025Wealthcare Advisory Partners LLC260,258$7.58M0.2%+125.4%0.811%
7/18/2025Provident Wealth Management LLC81,535$2.38M0.8%-5.1%0.255%
7/18/2025Truist Financial Corp57,023$1.66M0.0%-4.6%0.178%
7/17/2025Bluesphere Advisors LLC18,125$528K0.3%N/A0.057%
7/17/2025Janney Montgomery Scott LLC15,064$439K0.0%-7.2%0.047%
7/17/2025Archford Capital Strategies LLC208,854$6.08M0.8%-26.5%0.655%
7/17/2025Worth Financial Advisory Group LLC39,797$1.16M0.7%+21.2%0.125%
7/16/2025Independent Wealth Network Inc.23,292$678K0.2%+20.3%0.073%
7/15/2025Avaii Wealth Management LLC18,806$548K0.2%-27.0%0.059%
7/15/2025 Carr Financial Group Corp11,393$332K0.1%N/A0.036%
7/15/2025Fifth Third Bancorp99,424$2.90M0.0%+9,609.4%0.312%
7/14/2025Golden State Equity Partners179,423$5.23M1.0%-18.5%0.564%
7/11/2025Lantz Financial LLC106,154$3.09M0.8%+9.3%0.334%
7/10/2025 Moody National Bank Trust Division39,636$1.15M0.1%-3.2%0.125%
7/10/2025Wealth Enhancement Advisory Services LLC2,762,427$81.05M0.1%-0.9%8.701%
7/10/2025Financial Management Network Inc.154,799$4.54M0.8%+8.2%0.488%
7/9/2025WealthCare Investment Partners LLC8,650$254K0.1%-19.5%0.027%
5/15/2025Royal Bank of Canada486,102$11.91M0.0%+11.9%1.615%
5/14/2025Synovus Financial Corp370,541$9.08M0.1%+28.5%1.231%
5/14/2025Northwestern Mutual Wealth Management Co.2,825$69K0.0%N/A0.009%
5/13/2025Tyler Stone Wealth Management45,110$1.11M0.2%+9.7%0.150%
5/13/2025Raymond James Financial Inc.1,033,922$25.33M0.0%+36.1%3.435%
5/12/2025Benjamin Edwards Inc.85,470$2.09M0.0%+6.3%0.294%
5/9/2025Leisure Capital Management450,924$11.05M4.5%+13.3%1.550%
5/9/2025Commonwealth Equity Services LLC903,418$22.13M0.0%+14.7%3.105%
5/8/2025Harbour Investments Inc.14,794$362K0.0%-6.9%0.051%
5/7/2025Financial Management Network Inc.143,055$3.51M0.7%+5.4%0.492%
5/7/2025LPL Financial LLC4,084,841$100.08M0.0%+3.2%14.037%
5/6/2025Avantax Advisory Services Inc.174,067$4.27M0.0%+3.1%0.598%
5/5/2025Private Advisor Group LLC416,415$10.20M0.1%+5.0%1.431%
5/2/2025Independent Wealth Network Inc.19,357$474K0.2%+153.6%0.067%
5/2/2025Grant Street Asset Management Inc.2,193,040$53.73M13.1%+5.4%7.536%
4/30/2025Stratos Wealth Partners LTD.38,834$951K0.0%+47.7%0.133%
4/29/2025Envestnet Asset Management Inc.384,290$9.42M0.0%+14.8%1.321%
4/29/2025Bank of New York Mellon Corp14,707$360K0.0%N/A0.051%
4/29/2025Strategic Blueprint LLC23,407$573K0.0%+34.8%0.080%
4/28/2025Private Trust Co. NA7,751$190K0.0%+14.8%0.027%
4/25/2025Joel Isaacson & Co. LLC36,480$894K0.0%+49.2%0.125%
4/25/2025Convergence Financial LLC46,492$1.14M0.2%+142.0%0.160%
4/25/2025WJ Wealth Management LLC574,706$14.08M5.0%-25.1%1.975%
4/24/2025Golden State Wealth Management LLC580,107$14.21M2.1%+3.2%1.993%
4/24/2025Transcend Capital Advisors LLC147,596$3.62M0.3%-3.7%0.507%
4/23/2025SFG Wealth Management LLC.44,761$1.10M0.5%-15.8%0.154%
4/23/2025Western Wealth Management LLC49,563$1.21M0.1%+3.0%0.170%
4/23/2025SOL Capital Management CO342,845$8.40M0.9%+16.3%1.178%
4/23/2025Golden State Wealth Management LLC1,050,298$25.73M1.9%+86.8%3.609%
4/23/2025Golden State Equity Partners220,259$5.40M1.1%-7.5%0.757%
4/23/2025Archford Capital Strategies LLC284,326$6.97M1.0%+409.7%0.977%
4/23/2025Proactive Wealth Strategies LLC47,410$1.16M0.6%+258.1%0.163%
4/23/2025Oppenheimer & Co. Inc.11,141$273K0.0%-19.7%0.038%
4/22/2025Cambridge Investment Research Advisors Inc.98,106$2.40M0.0%-17.4%0.337%
4/22/2025WealthCare Investment Partners LLC10,750$244K0.1%+6.7%0.037%
4/22/2025Worth Financial Advisory Group LLC32,831$804K0.5%+81.4%0.113%
4/21/2025Provident Wealth Management LLC85,947$2.11M0.7%-18.7%0.295%
4/21/2025United Advisor Group LLC16,580$406K0.1%+4.4%0.057%
4/18/2025Wolf Group Capital Advisors13,548$332K0.1%-24.7%0.050%
(Data available from 1/1/2016 forward)

WINN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WINN shares?

During the previous two years, 93 institutional investors and hedge funds held shares of Harbor Long-Term Growers ETF. The most heavily invested institutionals were Corient Private Wealth LLC ($101.36M), LPL Financial LLC ($100.08M), Wealth Enhancement Advisory Services LLC ($81.05M), Grant Street Asset Management Inc. ($64.24M), Towneley Capital Management Inc DE ($33.93M), Raymond James Financial Inc. ($31.20M), and Commonwealth Equity Services LLC ($22.13M).Learn more on Harbor Long-Term Growers ETF's institutional investors.

What percentage of Harbor Long-Term Growers ETF's stock is owned by 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.

Which institutional investors have been buying Harbor Long-Term Growers ETF's stock?

Of the 87 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 ($1.98M), Raymond James Financial Inc. ($1.83M), LPL Financial LLC ($1.70M), Grant Street Asset Management Inc. ($1.41M), Towneley Capital Management Inc DE ($1.19M), Wealth Enhancement Advisory Services LLC ($1.15M), and Golden State Wealth Management LLC ($1.07M).

How much institutional buying is happening at Harbor Long-Term Growers ETF?

Institutional investors have bought a total of 10,489,624 shares in the last 24 months. This purchase volume represents approximately $282.17M in transactions.

Which of Harbor Long-Term Growers ETF's major shareholders have been selling company stock?

Of the 34 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: Golden State Equity Partners ($248.89K), WJ Wealth Management LLC ($203.20K), Provident Wealth Management LLC ($126.33K), Archford Capital Strategies LLC ($75.47K), Transcend Capital Advisors LLC ($70.06K), Golden State Wealth Management LLC ($69.74K), and Osaic Holdings Inc. ($57.73K).

How much institutional selling is happening at Harbor Long-Term Growers ETF?

Institutional investors have sold a total of 1,168,371 shares in the last 24 months. This volume of shares sold represents approximately $31.61M in transactions.


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This page (NYSEARCA:WINN) was last updated on 10/10/2025 by MarketBeat.com Staff
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