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 92 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $610 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,084,841
shares
|
$104 Million
0.04% of portfolio
|
Q1 2025
Added 3.22%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,787,052
shares
|
$71 Million
0.14% of portfolio
|
Q1 2025
Added 2.25%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,564,688
shares
|
$65.4 Million
0.11% of portfolio
|
Q1 2025
Added 33.83%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
2,193,040
shares
|
$55.9 Million
15.42% of portfolio
|
Q1 2025
Added 5.41%
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
1,183,767
shares
|
$30.2 Million
6.78% of portfolio
|
Q1 2025
Added 4.89%
|
|
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 |
May 13, 2025 Q1 2025 |
1,033,922
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2025
Added 36.11%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
903,418
shares
|
$23 Million
0.03% of portfolio
|
Q1 2025
Added 14.68%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
580,107
shares
|
$14.8 Million
2.11% of portfolio
|
Q1 2025
Reduced 44.77%
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
574,706
shares
|
$14.6 Million
5.98% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
486,102
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Added 11.9%
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
450,924
shares
|
$11.5 Million
4.88% of portfolio
|
Q1 2025
Added 13.33%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
416,415
shares
|
$10.6 Million
0.07% of portfolio
|
Q1 2025
Added 5.03%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
384,290
shares
|
$9.8 Million
0.0% of portfolio
|
Q1 2025
Added 14.76%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
370,541
shares
|
$9.45 Million
0.12% of portfolio
|
Q1 2025
Added 28.49%
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
342,845
shares
|
$8.74 Million
0.93% of portfolio
|
Q1 2025
Added 16.32%
|
|
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%
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
284,326
shares
|
$7.25 Million
1.14% of portfolio
|
Q1 2025
Added 409.67%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
261,581
shares
|
$6.67 Million
0.02% of portfolio
|
Q1 2025
Added 109.22%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
220,259
shares
|
$5.61 Million
1.14% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
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%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
174,067
shares
|
$4.44 Million
0.03% of portfolio
|
Q1 2025
Added 3.07%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
162,781
shares
|
$4.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
158,027
shares
|
$4.03 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
147,596
shares
|
$3.76 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.73%
|