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 |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
40,929
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
38,834
shares
|
$989,878
0.02% of portfolio
|
Q1 2025
Added 47.74%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
36,480
shares
|
$929,875
0.04% of portfolio
|
Q1 2025
Added 49.23%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
32,831
shares
|
$836,862
0.51% of portfolio
|
Q1 2025
Added 81.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
32,236
shares
|
$821,695
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
26,455
shares
|
$674,337
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
25,777
shares
|
$657,055
0.38% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
23,584
shares
|
$601,156
0.22% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
23,407
shares
|
$596,644
0.04% of portfolio
|
Q1 2025
Added 34.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
23,147
shares
|
$590,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,147
shares
|
$513,547
0.0% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
19,357
shares
|
$493,409
0.21% of portfolio
|
Q1 2025
Added 153.6%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
16,580
shares
|
$422,624
0.09% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
16,510
shares
|
$420,839
0.0% of portfolio
|
Q1 2025
Added 124.32%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
16,350
shares
|
$416,761
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
16,226
shares
|
$413,600
0.0% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
16,030
shares
|
$408,604
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,686
shares
|
$399,836
0.0% of portfolio
|
Q1 2025
Added 72.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
14,794
shares
|
$377,099
0.01% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
14,090
shares
|
$359,154
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
13,975
shares
|
$356,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,548
shares
|
$345,338
0.12% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
13,240
shares
|
$337,487
0.04% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
12,230
shares
|
$311,742
0.25% of portfolio
|
Q1 2025
Reduced 23.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
11,141
shares
|
$283,984
0.0% of portfolio
|
Q1 2025
Reduced 19.69%
|