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 73 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $466 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phoenix Wealth Advisors
|
Jul 17, 2024 Q2 2024 |
16,030
shares
|
$408,604
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,829
shares
|
$352,501
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
13,383
shares
|
$341,132
0.08% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
12,400
shares
|
$316,076
0.0% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
10,813
shares
|
$275,623
0.1% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
10,078
shares
|
$256,888
0.12% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
9,431
shares
|
$240,396
0.0% of portfolio
|
Q2 2024
Added 5.86%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
8,928
shares
|
$227,574
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
8,800
shares
|
$224,312
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
8,467
shares
|
$215,823
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
8,305
shares
|
$211,694
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
8,302
shares
|
$211,617
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
8,099
shares
|
$206,443
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
6,674
shares
|
$170,120
0.0% of portfolio
|
Q2 2024
Added 2.96%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,542
shares
|
$64,795
0.0% of portfolio
|
Q4 2023
Reduced 29.95%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,047
shares
|
$52,178
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,301
shares
|
$33,162
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
989
shares
|
$25,209
0.0% of portfolio
|
Q2 2024
Added 41.29%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
850
shares
|
$21,666
0.01% of portfolio
|
Q2 2024
Added 240.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
399
shares
|
$10,170
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
209
shares
|
$5,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
60
shares
|
$1,529
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|