Institutional Ownership Harbor ETF Tr Harbor Long Term (WINN)
This table provides information about the institutional ownership of Harbor ETF Tr Harbor Long Term (WINN). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
4,174,033
shares
|
$106 Million
0.05% of portfolio
|
Q2 2024
Added 36.91%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
2,081,296
shares
|
$53.1 Million
0.13% of portfolio
|
Q2 2024
Added 21.01%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
1,575,918
shares
|
$40.2 Million
0.07% of portfolio
|
Q2 2024
Added 3.13%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 2024 |
1,371,724
shares
|
$35 Million
11.16% of portfolio
|
Q2 2024
Added 2.18%
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,140,308
shares
|
$29.1 Million
1.94% of portfolio
|
Q3 2022
Added 15.46%
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 23, 2024 Q2 2024 |
1,122,554
shares
|
$28.6 Million
6.66% of portfolio
|
Q2 2024
New holding
|
|
Wj Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
749,109
shares
|
$19.1 Million
7.06% of portfolio
|
Q2 2024
Added 87.27%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
661,080
shares
|
$16.9 Million
0.03% of portfolio
|
Q2 2024
Added 22.63%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
345,598
shares
|
$8.81 Million
1.86% of portfolio
|
Q2 2024
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
332,731
shares
|
$8.48 Million
0.06% of portfolio
|
Q2 2024
Added 4.58%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
303,796
shares
|
$7.74 Million
0.0% of portfolio
|
Q2 2024
Added 65.92%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
274,020
shares
|
$6.98 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
254,993
shares
|
$6.5 Million
0.01% of portfolio
|
Q2 2024
Added 39.43%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
229,556
shares
|
$5.85 Million
0.08% of portfolio
|
Q2 2024
Added 7.34%
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
207,863
shares
|
$5.3 Million
1.93% of portfolio
|
Q2 2024
Reduced 24.79%
|
|
Leisure Capital Management
|
Jul 26, 2024 Q2 2024 |
188,320
shares
|
$4.8 Million
2.22% of portfolio
|
Q2 2024
New holding
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
182,674
shares
|
$4.66 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
169,753
shares
|
$4.33 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
165,085
shares
|
$4.21 Million
0.5% of portfolio
|
Q2 2024
Added 47.36%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
163,334
shares
|
$4.16 Million
0.03% of portfolio
|
Q2 2024
Added 1.85%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
145,861
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
132,876
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.03%
|
|
Financial Management Network Inc
|
Jul 22, 2024 Q2 2024 |
130,497
shares
|
$3.33 Million
0.88% of portfolio
|
Q2 2024
Added 52.78%
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
113,785
shares
|
$2.9 Million
1.82% of portfolio
|
Q1 2024
New holding
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
101,288
shares
|
$2.58 Million
0.19% of portfolio
|
Q2 2024
Added 152.71%
|