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 77 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 $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
Jan 17, 2025 Q4 2024 |
17,184
shares
|
$438,020
0.0% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
16,899
shares
|
$430,755
0.01% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
16,594
shares
|
$422,981
0.21% of portfolio
|
Q3 2024
Reduced 68.52%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
16,350
shares
|
$416,761
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
16,224
shares
|
$413,549
0.04% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
16,030
shares
|
$408,604
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,313
shares
|
$390,328
0.0% of portfolio
|
Q3 2024
Reduced 56.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,778
shares
|
$376,691
0.0% of portfolio
|
Q3 2024
Reduced 43.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
13,829
shares
|
$352,501
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
13,383
shares
|
$341,132
0.08% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
10,078
shares
|
$256,888
0.12% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
9,529
shares
|
$242,894
0.12% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
8,800
shares
|
$224,312
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
8,302
shares
|
$211,617
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
8,220
shares
|
$209,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
8,099
shares
|
$206,443
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,633
shares
|
$194,565
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,751
shares
|
$172,082
0.02% of portfolio
|
Q3 2024
Added 418.91%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,542
shares
|
$64,795
0.0% of portfolio
|
Q4 2023
Reduced 29.95%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,047
shares
|
$52,178
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
989
shares
|
$25,209
0.0% of portfolio
|
Q2 2024
Added 41.29%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
209
shares
|
$5,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
192
shares
|
$4,894
0.0% of portfolio
|
Q3 2024
Reduced 97.12%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
74
shares
|
$1,886
0.0% of portfolio
|
Q3 2024
New holding
|