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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,548
shares
|
$345,338
0.12% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
12,570
shares
|
$320,409
0.0% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
11,393
shares
|
$290,407
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
10,664
shares
|
$271,825
0.03% of portfolio
|
Q2 2025
Reduced 19.46%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
9,529
shares
|
$242,894
0.12% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
9,385
shares
|
$239,223
0.0% of portfolio
|
Q2 2025
Added 181.66%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
8,650
shares
|
$220,488
0.08% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
8,175
shares
|
$208,380
0.15% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,751
shares
|
$197,572
0.02% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
7,630
shares
|
$194,488
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
7,580
shares
|
$193,214
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,402
shares
|
$188,676
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,292
shares
|
$185,873
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
6,890
shares
|
$175,626
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,279
shares
|
$83,581
0.0% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,542
shares
|
$64,795
0.0% of portfolio
|
Q4 2023
Reduced 29.95%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,060
shares
|
$27,019
0.0% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
946
shares
|
$24,113
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
890
shares
|
$22,686
0.0% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
843
shares
|
$21,488
0.0% of portfolio
|
Q2 2025
Added 321.5%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
700
shares
|
$17,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
550
shares
|
$14,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
382
shares
|
$9,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
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
|