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 76 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
126,180
shares
|
$3.22 Million
0.22% of portfolio
|
Q3 2024
Added 24.58%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
120,380
shares
|
$3.07 Million
1.84% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
104,521
shares
|
$2.66 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
88,065
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 72.26%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
82,783
shares
|
$2.11 Million
0.6% of portfolio
|
Q3 2024
Added 37.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
82,122
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
80,123
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
74,408
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,223
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
54,835
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
52,620
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 77.29%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
52,551
shares
|
$1.34 Million
0.74% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
50,510
shares
|
$1.29 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
47,078
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
39,272
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Added 339.87%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
38,910
shares
|
$991,815
0.19% of portfolio
|
Q3 2024
Added 132.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,619
shares
|
$958,908
0.0% of portfolio
|
Q3 2024
Added 9328.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,020
shares
|
$816,189
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
23,044
shares
|
$587,391
0.01% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
22,870
shares
|
$582,956
0.27% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
18,470
shares
|
$470,800
0.02% of portfolio
|
Q3 2024
Added 52.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
18,370
shares
|
$468,251
0.0% of portfolio
|
Q3 2024
Added 116.96%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
17,998
shares
|
$458,769
0.2% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
17,989
shares
|
$458,539
0.26% of portfolio
|
Q3 2024
Added 41.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,929
shares
|
$431,520
0.0% of portfolio
|
Q3 2024
Added 6.73%
|