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 |
|---|---|---|---|---|---|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
18,628
shares
|
$474,827
0.19% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
18,106
shares
|
$461,521
0.2% of portfolio
|
Q4 2025
Reduced 4.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
17,260
shares
|
$439,957
0.06% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
15,561
shares
|
$396,649
0.01% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
14,536
shares
|
$370,522
0.0% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,444
shares
|
$368,177
0.0% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,783
shares
|
$351,328
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
13,548
shares
|
$345,338
0.12% of portfolio
|
Q1 2025
Reduced 24.72%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
12,553
shares
|
$319,975
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
12,351
shares
|
$314,826
0.03% of portfolio
|
Q3 2025
Added 59.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,440
shares
|
$291,605
0.0% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,489
shares
|
$267,364
0.01% of portfolio
|
Q3 2025
Reduced 60.61%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 20, 2026 Q4 2025 |
10,289
shares
|
$262,266
0.14% of portfolio
|
Q4 2025
Added 52.63%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
9,529
shares
|
$242,894
0.11% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
8,649
shares
|
$220,463
0.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
8,334
shares
|
$212,433
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
8,175
shares
|
$208,380
0.14% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,630
shares
|
$194,488
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
7,580
shares
|
$193,214
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jan 22, 2026 Q4 2025 |
7,552
shares
|
$192,500
0.16% of portfolio
|
Q4 2025
Added 16.11%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,402
shares
|
$188,676
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,292
shares
|
$185,873
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
6,890
shares
|
$175,626
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,279
shares
|
$83,581
0.0% of portfolio
|
Q2 2025
Added 16.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,080
shares
|
$78,509
0.0% of portfolio
|
Q3 2025
New holding
|
|