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 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $563 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
135,689
shares
|
$3.46 Million
0.83% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
125,029
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.94%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
120,380
shares
|
$3.07 Million
1.84% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
118,779
shares
|
$3.03 Million
0.01% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
105,718
shares
|
$2.69 Million
0.9% of portfolio
|
Q4 2024
Reduced 25.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
97,705
shares
|
$2.49 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
88,163
shares
|
$2.25 Million
0.63% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
82,500
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
80,398
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
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%
|
|
|
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%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
64,832
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
62,773
shares
|
$1.6 Million
0.18% of portfolio
|
Q4 2024
Added 59.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
58,846
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,223
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
55,786
shares
|
$1.42 Million
0.22% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
54,260
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
53,135
shares
|
$1.35 Million
0.74% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
47,078
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
41,110
shares
|
$1.05 Million
0.2% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
38,695
shares
|
$986,335
0.44% of portfolio
|
Q4 2024
Added 69.2%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
34,828
shares
|
$887,765
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
33,534
shares
|
$854,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
32,077
shares
|
$817,642
0.0% of portfolio
|
Q4 2024
Added 0.18%
|