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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
62,680
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
58,527
shares
|
$1.49 Million
0.5% of portfolio
|
Q3 2025
Added 413.71%
|
|
|
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%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
45,163
shares
|
$1.15 Million
0.79% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
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%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
39,636
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
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%
|
|
|
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%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
21,966
shares
|
$559,913
0.27% of portfolio
|
Q3 2025
Added 21.19%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
21,037
shares
|
$536,233
0.16% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
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
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
18,930
shares
|
$482,525
0.21% of portfolio
|
Q3 2025
Added 0.66%
|
|