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 $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,507,442
shares
|
$89.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,534,498
shares
|
$64.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,587,793
shares
|
$40.5 Million
0.06% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
1,443,197
shares
|
$36.8 Million
11.03% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,140,308
shares
|
$29.1 Million
1.94% of portfolio
|
Q3 2022
Added 15.46%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
1,135,366
shares
|
$28.9 Million
6.59% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
766,862
shares
|
$19.5 Million
7.31% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
622,557
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
397,871
shares
|
$10.1 Million
4.01% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
351,345
shares
|
$8.96 Million
0.06% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
339,052
shares
|
$8.64 Million
0.01% of portfolio
|
Q3 2024
Added 32.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
331,169
shares
|
$8.44 Million
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
310,252
shares
|
$7.91 Million
0.23% of portfolio
|
Q3 2024
Added 1692.12%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
294,752
shares
|
$7.51 Million
0.89% of portfolio
|
Q4 2024
Added 54.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
254,114
shares
|
$6.48 Million
0.08% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
238,022
shares
|
$6.07 Million
1.19% of portfolio
|
Q4 2024
Reduced 40.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
201,896
shares
|
$5.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
184,599
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2024
Added 129.8%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
182,040
shares
|
$4.64 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
172,572
shares
|
$4.4 Million
0.11% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
168,570
shares
|
$4.3 Million
0.03% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
146,987
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
146,695
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
142,442
shares
|
$3.63 Million
1.24% of portfolio
|
Q3 2024
Reduced 31.47%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
132,982
shares
|
$3.39 Million
0.8% of portfolio
|
Q3 2024
Added 1.9%
|