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 |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
143,055
shares
|
$3.65 Million
0.86% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
135,115
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
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%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
115,489
shares
|
$2.94 Million
0.08% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
98,106
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
97,145
shares
|
$2.48 Million
0.71% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
85,947
shares
|
$2.19 Million
0.76% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
85,470
shares
|
$2.18 Million
0.03% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
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%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
76,437
shares
|
$1.95 Million
0.06% of portfolio
|
Q1 2025
Reduced 75.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
70,656
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Added 110.7%
|
|
|
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%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
67,526
shares
|
$1.72 Million
0.15% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
65,319
shares
|
$1.66 Million
0.19% of portfolio
|
Q1 2025
Added 390.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
63,481
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
61,308
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
Added 215.83%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
59,761
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
58,786
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,223
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
49,563
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
47,410
shares
|
$1.21 Million
0.62% of portfolio
|
Q1 2025
Added 258.08%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
46,492
shares
|
$1.19 Million
0.22% of portfolio
|
Q1 2025
Added 142.02%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
45,110
shares
|
$1.15 Million
0.22% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
44,761
shares
|
$1.14 Million
0.59% of portfolio
|
Q1 2025
Reduced 15.76%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
44,695
shares
|
$1.14 Million
0.5% of portfolio
|
Q1 2025
Added 15.51%
|