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 57 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
3,048,808
shares
|
$77.1 Million
0.04% of portfolio
|
Q1 2024
Added 28.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,719,898
shares
|
$43.5 Million
0.11% of portfolio
|
Q1 2024
Added 5.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
1,528,073
shares
|
$38.6 Million
0.06% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Apr 30, 2024 Q1 2024 |
1,342,438
shares
|
$34 Million
10.37% of portfolio
|
Q1 2024
Added 75.52%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,140,308
shares
|
$28.8 Million
1.94% of portfolio
|
Q3 2022
Added 15.46%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
539,106
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2024
Added 61.2%
|
|
|
Wj Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
400,023
shares
|
$10.1 Million
3.77% of portfolio
|
Q1 2024
Added 56.27%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
318,158
shares
|
$8.05 Million
0.05% of portfolio
|
Q1 2024
Added 15.02%
|
|
|
Provident Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
276,388
shares
|
$6.99 Million
2.44% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
274,070
shares
|
$6.93 Million
0.07% of portfolio
|
Q1 2024
Reduced 14.18%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
213,864
shares
|
$5.41 Million
0.07% of portfolio
|
Q1 2024
Added 19.73%
|
|
|
Transcend Capital Advisors, LLC
|
May 03, 2024 Q1 2024 |
184,982
shares
|
$4.68 Million
0.35% of portfolio
|
Q1 2024
Added 24.68%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
183,097
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2024
Added 13.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
182,882
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2024
Added 662.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
168,258
shares
|
$4.26 Million
0.01% of portfolio
|
Q1 2024
Added 18.72%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
160,362
shares
|
$4.06 Million
0.03% of portfolio
|
Q1 2024
Added 11.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
156,412
shares
|
$3.96 Million
0.02% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
113,785
shares
|
$2.88 Million
1.82% of portfolio
|
Q1 2024
New holding
|
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
112,030
shares
|
$2.83 Million
0.33% of portfolio
|
Q1 2024
Added 26.68%
|
|
|
Financial Management Network Inc
|
Apr 22, 2024 Q1 2024 |
85,415
shares
|
$2.16 Million
0.54% of portfolio
|
Q1 2024
Added 33.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
80,833
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
65,719
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2024
Added 10.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
60,143
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2024
Added 83.79%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 26, 2024 Q1 2024 |
49,969
shares
|
$1.26 Million
0.72% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
47,328
shares
|
$1.2 Million
0.37% of portfolio
|
Q1 2024
Added 12.6%
|
|