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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
138,471
shares
|
$3.53 Million
0.01% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
128,931
shares
|
$3.29 Million
0.08% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
126,312
shares
|
$3.22 Million
0.21% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
118,900
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
111,977
shares
|
$2.85 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
108,678
shares
|
$2.77 Million
0.08% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
106,154
shares
|
$2.71 Million
0.72% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
99,424
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Added 9609.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
96,562
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
84,772
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
81,535
shares
|
$2.08 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
80,123
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
74,876
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
74,375
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
69,180
shares
|
$1.76 Million
0.07% of portfolio
|
Q2 2025
Added 89.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
68,993
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
68,447
shares
|
$1.74 Million
0.94% of portfolio
|
Q2 2025
Added 44.37%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
68,330
shares
|
$1.74 Million
0.18% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
67,670
shares
|
$1.72 Million
0.16% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
60,622
shares
|
$1.55 Million
0.3% of portfolio
|
Q2 2025
Added 30.39%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
59,418
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
57,023
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,223
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
55,147
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 481.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
54,782
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Added 41.07%
|