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 101 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $679 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
May 13, 2025 Q1 2025 |
45,110
shares
|
$1.15 Million
0.22% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
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%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
39,797
shares
|
$1.01 Million
0.71% of portfolio
|
Q2 2025
Added 21.22%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
39,636
shares
|
$1.01 Million
0.1% 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%
|
|
|
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
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
24,396
shares
|
$621,854
0.03% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
24,116
shares
|
$614,716
0.08% of portfolio
|
Q2 2025
Added 71.16%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
23,292
shares
|
$593,713
0.23% of portfolio
|
Q2 2025
Added 20.33%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
20,146
shares
|
$513,521
0.17% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
18,806
shares
|
$479,364
0.24% of portfolio
|
Q2 2025
Reduced 27.04%
|
|
|
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%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,064
shares
|
$383,981
0.0% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
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
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,009
shares
|
$357,089
0.0% of portfolio
|
Q2 2025
Added 0.24%
|