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 110 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $718 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
158,504
shares
|
$4.04 Million
0.71% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
158,289
shares
|
$4.03 Million
0.79% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
133,690
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
126,312
shares
|
$3.22 Million
0.21% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
124,668
shares
|
$3.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
124,202
shares
|
$3.17 Million
0.09% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
118,900
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
113,858
shares
|
$2.9 Million
0.69% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
113,643
shares
|
$2.9 Million
0.2% of portfolio
|
Q3 2025
Added 118.12%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
112,617
shares
|
$2.87 Million
0.2% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
106,797
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
90,941
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Added 64.91%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
89,178
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2025
Added 28.91%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
88,956
shares
|
$2.27 Million
0.42% of portfolio
|
Q3 2025
Added 46.74%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
82,530
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
80,267
shares
|
$2.05 Million
0.95% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
80,123
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
80,092
shares
|
$2.04 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
77,163
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
73,713
shares
|
$1.88 Million
0.16% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
69,606
shares
|
$1.77 Million
0.16% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
69,530
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
68,993
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
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%
|
|