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Harbor Long-Term Growers ETF (WINN) Institutional Ownership

$31.74 -0.07 (-0.22%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
84
Total
Institutional Inflows
(last 12 months)
$241.52M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$50.39M
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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
7/10/2026 Wealthcare Advisory Partners LLC371,874$12.08M0.2%-4.6%1.059%
7/7/2026 Bill 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%
4/21/2026 Independent 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%
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%
2/13/2026 Golden State Wealth Management LLC523,243$16.28M1.7%+7.1%1.495%
2/12/2026Jane Street Group LLC17,850$555K0.0%N/A0.051%
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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%
2/9/2026 Cary 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%
2/3/2026 International Assets Investment Management LLC5,360$167K0.0%-29.8%0.015%
2/3/2026 SFG 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%
1/30/2026 Strategic 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%
1/26/2026 Independent 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%
1/23/2026Transcend Capital Advisors LLC110,885$3.45M0.3%-1.5%0.316%
1/23/2026 SpringVest Wealth Management LLC7,552$235K0.2%+16.1%0.022%
1/21/2026Bluesphere Advisors LLC19,557$608K0.3%-11.0%0.056%
1/20/2026 NavPoint 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%
1/15/2026 Archford Capital Strategies LLC282,379$8.78M1.0%+8.3%0.807%
1/14/2026 Lantz Financial LLC239,358$7.45M1.6%+110.2%0.684%
1/14/2026Auctus Advisors LLC1,339,930$41.68M38.4%N/A3.828%
1/14/2026 Wealthcare Advisory Partners LLC389,942$12.13M0.2%+4.3%1.114%
1/13/2026Avaii Wealth Management LLC18,106$563K0.2%-4.4%0.052%
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1/12/2026 Moody National Bank Trust Division38,305$1.19M0.1%-3.4%0.110%
1/9/2026Carr Financial Group Corp41,245$1.28M0.3%-29.5%0.118%
1/8/2026Financial Management Network Inc.164,130$5.09M0.8%+3.7%0.469%
1/8/2026 Wealth Enhancement Advisory Services LLC2,874,696$90.15M0.1%+1.8%8.220%
1/1/2026JPMorgan Chase & Co.3,080$96K0.0%N/A0.009%
11/25/2025WJ Wealth Management LLC385,821$12.48M5.4%-31.9%1.131%
11/17/2025WJ Wealth Management LLC552,857$17.23M5.2%-2.4%1.620%
11/17/2025Susquehanna International Group LLP18,984$592K0.0%N/A0.056%
11/17/2025Sittner & Nelson LLC43,595$1.36M0.5%+3.6%0.128%
11/17/2025Mariner LLC45,666$1.42M0.0%+11.2%0.134%


WINN Institutional Ownership - Frequently Asked Questions

During the previous two years, 118 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), Wealth Enhancement Advisory Services LLC ($90.15M), Grant Street Asset Management Inc. ($65.28M), Raymond James Financial Inc. ($50.90M), Auctus Advisors LLC ($41.68M), and Commonwealth Equity Services LLC ($38.91M).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), LPL Financial LLC ($1.70M), Auctus Advisors LLC ($1.34M), Golden State Wealth Management LLC ($1.10M), Grant Street Asset Management Inc. ($982.44K), and Wealth Enhancement Advisory Services LLC ($818.03K).

Institutional investors have bought a total of 7,922,915 shares in the last 24 months. This purchase volume represents approximately $241.52M 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), WJ Wealth Management LLC ($244.50K), Royal Bank of Canada ($138.17K), Golden State Equity Partners ($103.96K), Golden State Wealth Management LLC ($91.68K), Private Advisor Group LLC ($59.38K), and Osaic Holdings Inc. ($57.73K).

Institutional investors have sold a total of 1,649,852 shares in the last 24 months. This volume of shares sold represents approximately $50.39M in transactions.


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This page (NYSEARCA:WINN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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