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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,444
shares
|
$368,177
0.0% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
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%
|
|
|
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%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
12,351
shares
|
$314,826
0.03% of portfolio
|
Q3 2025
Added 59.35%
|
|
|
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
|
Oct 23, 2025 Q3 2025 |
9,529
shares
|
$242,894
0.11% 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%
|
|
|
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
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
6,741
shares
|
$171,828
0.11% of portfolio
|
Q3 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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,815
shares
|
$71,754
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,542
shares
|
$64,795
0.0% of portfolio
|
Q4 2023
Reduced 29.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,255
shares
|
$31,989
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,060
shares
|
$27,019
0.0% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 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
|
Oct 21, 2025 Q3 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
|