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 92 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $575 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,957,397
shares
|
$101 Million
0.04% of portfolio
|
Q4 2024
Added 12.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,787,052
shares
|
$71 Million
0.14% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
2,080,470
shares
|
$53 Million
14.3% of portfolio
|
Q4 2024
Added 44.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,916,425
shares
|
$48.8 Million
0.07% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
1,183,767
shares
|
$30.2 Million
6.78% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
787,742
shares
|
$20.1 Million
0.03% of portfolio
|
Q4 2024
Added 26.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
759,642
shares
|
$19.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
580,107
shares
|
$14.8 Million
2.11% of portfolio
|
Q1 2025
Reduced 44.77%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
574,706
shares
|
$14.6 Million
5.98% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
434,413
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 1054.77%
|
|
|
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
|
Jan 31, 2025 Q4 2024 |
396,485
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
342,845
shares
|
$8.74 Million
0.93% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
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
|
Feb 12, 2025 Q4 2024 |
334,861
shares
|
$8.54 Million
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
316,807
shares
|
$8.08 Million
0.27% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
288,391
shares
|
$7.35 Million
0.09% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
284,326
shares
|
$7.25 Million
1.14% of portfolio
|
Q1 2025
Added 409.67%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
220,259
shares
|
$5.61 Million
1.14% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
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%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
177,015
shares
|
$4.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
168,889
shares
|
$4.3 Million
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
158,303
shares
|
$4.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
147,596
shares
|
$3.76 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.73%
|