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 105 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $684 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
54,045
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
52,100
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
48,132
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 138.9%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
45,810
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
45,163
shares
|
$1.15 Million
0.79% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
42,095
shares
|
$1.07 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
41,062
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 161.77%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
39,636
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
39,137
shares
|
$997,602
0.01% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
33,996
shares
|
$866,558
0.0% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
31,290
shares
|
$797,582
0.0% of portfolio
|
Q2 2025
Added 89.52%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
29,903
shares
|
$762,227
0.26% of portfolio
|
Q3 2025
Added 28.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
29,825
shares
|
$760,239
0.04% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,096
shares
|
$690,677
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
26,627
shares
|
$678,722
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
24,116
shares
|
$614,716
0.08% of portfolio
|
Q2 2025
Added 71.16%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
21,037
shares
|
$536,233
0.16% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
18,930
shares
|
$482,525
0.21% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
18,628
shares
|
$474,827
0.2% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
18,125
shares
|
$462,006
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
17,685
shares
|
$450,790
0.08% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15,780
shares
|
$402,232
0.01% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
14,988
shares
|
$382,044
0.35% of portfolio
|
Q2 2025
New holding
|