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 111 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $758 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
68,392
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 42.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
64,711
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
63,513
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
58,881
shares
|
$1.5 Million
0.89% of portfolio
|
Q4 2025
Added 30.37%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
56,223
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
54,474
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
54,127
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
53,808
shares
|
$1.37 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
47,398
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 39.42%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
45,810
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
45,666
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
43,595
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
41,245
shares
|
$1.05 Million
0.34% of portfolio
|
Q4 2025
Reduced 29.53%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
39,137
shares
|
$997,602
0.01% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
38,305
shares
|
$976,394
0.1% of portfolio
|
Q4 2025
Reduced 3.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
34,418
shares
|
$877,314
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
34,389
shares
|
$876,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
29,903
shares
|
$762,227
0.26% of portfolio
|
Q3 2025
Added 28.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
29,825
shares
|
$760,239
0.04% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
27,096
shares
|
$690,677
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
24,581
shares
|
$626,569
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
24,371
shares
|
$621,216
0.07% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
21,911
shares
|
$558,511
0.16% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 20, 2026 Q4 2025 |
19,557
shares
|
$498,507
0.24% of portfolio
|
Q4 2025
Reduced 10.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,984
shares
|
$483,902
0.0% of portfolio
|
Q3 2025
New holding
|
|