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 101 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $679 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,166,325
shares
|
$132 Million
0.05% of portfolio
|
Q2 2025
Added 26.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,390,122
shares
|
$86.4 Million
0.11% of portfolio
|
Q2 2025
Added 32.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,762,427
shares
|
$70.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
2,205,542
shares
|
$56.2 Million
15.54% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,198,247
shares
|
$30.5 Million
0.05% of portfolio
|
Q2 2025
Added 32.63%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
1,165,035
shares
|
$29.7 Million
7.78% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,071,365
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
566,428
shares
|
$14.4 Million
5.34% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
565,697
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
Added 16.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
510,372
shares
|
$13 Million
1.81% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
465,760
shares
|
$11.9 Million
4.68% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
432,620
shares
|
$11 Million
0.06% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
400,111
shares
|
$10.2 Million
1.13% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
373,210
shares
|
$9.51 Million
0.12% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
359,314
shares
|
$9.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
339,052
shares
|
$8.64 Million
0.01% of portfolio
|
Q3 2024
Added 32.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
260,258
shares
|
$6.63 Million
0.16% of portfolio
|
Q2 2025
Added 125.35%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
208,854
shares
|
$5.32 Million
0.74% of portfolio
|
Q2 2025
Reduced 26.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
189,915
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
185,402
shares
|
$4.73 Million
0.03% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
184,599
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2024
Added 129.8%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
179,423
shares
|
$4.57 Million
0.88% of portfolio
|
Q2 2025
Reduced 18.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
175,656
shares
|
$4.48 Million
0.04% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
154,799
shares
|
$3.95 Million
0.84% of portfolio
|
Q2 2025
Added 8.21%
|