Harbor Long-Term Growers ETFWINNETF

13F holders, Q2 2026 (June 30)
114holders +8
16new positions
11sold out
1famous investor
$32.51avg. 13F price*

At the end of Q2 2026, 114 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, up 8 from Q1 2026. 16 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($144.4M), Corient Private Wealth LP ($134.4M) and Grant Street Asset Management, Inc. ($90.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Harbor Long-Term Growers ETF
CUSIP
41151J406
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 53Q1 2024Q2 2024: 66Q2 2024Q3 2024: 71Q3 2024Q4 2024: 85Q4 2024Q1 2025: 84Q1 2025Q2 2025: 93Q2 2025Q3 2025: 99Q3 2025Q4 2025: 109Q4 2025Q1 2026: 106Q1 2026Q2 2026: 114Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions16$11.0M
Exits11$13.3M

All 13F filers, Q1 2026 → Q2 2026: 2,551,284 shares bought and 1,696,385 shares sold, net +854,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 114 holders

LPL Financial LLC 0.03% Add +0.4% 4,445,858 $144.4M
Corient Private Wealth LP 0.19% Reduce -10.8% 4,139,541 $134.4M
Grant Street Asset Management, Inc. 14.79% Add +18.1% 2,780,931 $90.3M
Raymond James Financial Inc. 0.02% Add +36.9% 2,723,551 $88.4M
Wealth Enhancement Advisory Services, LLC 0.10% Add +9.2% 1,736,919 $57.6M
Auctus Advisors LLC 38.64% Add +3.0% 1,414,610 $45.9M
Towneley Capital Management, Inc / DE 7.30% Add +0.3% 1,146,114 $37.2M
Commonwealth Equity Services, LLC 0.04% Reduce -11.7% 1,038,915 $33.7M
Leisure Capital Management 5.79% Add +19.8% 571,337 $18.6M
Cerity Partners LLC 0.02% Add +8.9% 476,511 $15.5M
Pinnacle Financial Partners, Inc. 0.10% Add +3.2% 435,754 $14.1M
Golden State Wealth Management, LLC 1.28% Reduce -22.2% 431,368 $14.0M
Convergence Financial, LLC 1.04% Add +90.8% 402,966 $13.1M
Private Advisor Group, LLC 0.06% Reduce -3.2% 395,699 $12.8M
Fifth Third Bancorp 0.02% Reduce -6.7% 393,256 $12.8M
Archford Capital Strategies, LLC 1.23% Add +1.6% 374,455 $12.2M
Wealthcare Advisory Partners LLC 0.23% Reduce -4.6% 371,874 $12.1M
Royal Bank of Canada 0.00% Reduce -25.4% 303,292 $9.8M
Osaic Holdings, Inc. 0.01% Add +31.3% 299,450 $9.7M
Lantz Financial LLC 1.63% Add +6.6% 274,193 $8.9M
Kestra Advisory Services, LLC 0.03% Reduce -4.8% 241,196 $7.8M
Rockefeller Capital Management L.P. 0.01% Add +72.7% 222,109 $7.2M
Proactive Wealth Strategies LLC 1.15% Add +1.6% 220,794 $7.2M
Cetera Investment Advisers 0.01% Add +16.5% 208,338 $6.8M
Envestnet Asset Management Inc. 0.00% Reduce -12.5% 198,819 $6.5M
Worth Financial Advisory Group, LLC 2.66% New 196,306 $6.4M
Equitable Holdings, Inc. 0.03% Reduce -9.0% 173,750 $5.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.4% 164,963 $5.4M
IHT Wealth Management, LLC 0.11% Add +10.3% 162,879 $5.3M
Joel Isaacson & Co., LLC 0.15% Add +20.2% 161,375 $5.2M
Cary Street Partners Financial LLC 0.11% Add +6.2% 149,328 $4.8M
Quantinno Capital Management LP 0.01% Add +102.4% 134,273 $4.4M
Birchwood Financial Partners, Inc. 3.39% Add +6.1% 127,636 $4.1M
Ameriprise Financial Inc. 0.00% Reduce -9.8% 126,336 $4.1M
Great Valley Advisor Group, Inc. 0.06% Reduce -3.2% 117,024 $3.8M
Transcend Capital Advisors, LLC 0.24% Reduce -0.8% 109,318 $3.5M
Financial Management Network Inc. 0.46% Reduce -23.1% 99,249 $3.2M
Associated Banc-Corp 0.07% Add +15.7% 96,238 $3.1M
Sittner & Nelson, LLC 0.97% Add +9.1% 95,451 $3.1M
Sanctuary Advisors, LLC 0.01% Add +6.7% 85,978 $2.8M
Benjamin Edwards Inc. 0.03% Add +0.8% 85,573 $2.8M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.7% 83,171 $2.7M
Stifel Financial Corp. 0.00% Reduce -5.1% 81,720 $2.7M
Copper Harbor Investment Advisors, LLC 0.56% — 81,276 $2.6M
Truist Financial Corp. 0.00% Add +22.3% 74,404 $2.4M
Stratos Wealth Partners, LTD. 0.02% Reduce -0.9% 70,784 $2.3M
Perennial Investment Advisors, LLC 0.15% Reduce -10.5% 69,436 $2.3M
Provident Wealth Management, LLC 0.55% Reduce -2.9% 65,619 $2.1M
Rose Capital Advisors LLC 1.10% — 63,445 $2.1M
Prosperity Bancshares Inc 1.20% Add +21.1% 56,626 $1.8M
BlackRock, Inc. 0.00% No change 56,223 $1.8M
Western Wealth Management, LLC 0.06% Reduce -0.1% 55,095 $1.8M
Walsh & Associates, LLC 1.43% Add +98.6% 54,015 $1.8M
HighTower Advisors, LLC 0.00% Add +10.2% 50,214 $1.6M
&partners 0.01% Reduce -26.4% 45,598 $1.5M
Prevail Innovative Wealth Advisors, LLC 0.21% New 43,000 $1.4M
Moneta Group Investment Advisors LLC 0.01% No change 39,137 $1.3M
Moody National Bank Trust Division 0.10% Add +0.0% 38,137 $1.2M
Oppenheimer & Co. Inc. 0.01% Add +33.6% 37,583 $1.2M
Strategic Blueprint, LLC 0.06% Add +0.9% 36,397 $1.2M
Waverly Advisors, LLC 0.01% Add +54.6% 31,828 $1.0M
WJ Wealth Management, LLC 0.40% Reduce -1.6% 31,589 $1.0M
Bluesphere Advisors LLC 0.28% Add +124.5% 27,977 $908K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.0% 26,497 $860K
Independent Wealth Network Inc. 0.21% Reduce -6.4% 25,194 $818K
Bill Few Associates, Inc. 0.17% Add +2.0% 25,174 $817K
WCG Wealth Advisors LLC 0.02% Reduce -79.0% 25,158 $817K
SFG Wealth Management, LLC. 0.23% Reduce -64.5% 19,515 $634K
Legacy Trust 0.11% New 18,872 $613K
SpringVest Wealth Management LLC 0.38% Add +80.2% 18,619 $605K
Foster Victor Wealth Advisors, LLC 0.03% New 18,146 $601K
Phoenix Wealth Advisors 0.20% No change 18,180 $590K
Harbour Investments, Inc. 0.01% Add +20.5% 18,159 $590K
Smith, Moore & Co. 0.04% Add +8.7% 17,952 $583K
Avaii Wealth Management, LLC 0.17% Reduce -1.0% 17,894 $581K
Private Trust Co. NA 0.04% Add +20.3% 15,279 $496K
Farther Finance Advisors, LLC 0.00% Add +407.2% 14,277 $464K
Janney Montgomery Scott LLC 0.00% No change 13,845 $450K
Susquehanna International Group, LLP 0.00% New 13,691 $445K
Carolina Wealth Management Inc 0.20% — 13,248 $430K
GTS Securities LLC 0.01% New 13,125 $426K
Callan Family Office, LLC 0.01% New 12,745 $414K
Bank of America Corp. 0.00% Add +2.4% 10,676 $347K
NavPoint Financial, Inc. 0.13% No change 10,452 $339K
Legacy Capital Wealth Partners, LLC 0.06% Add +4.0% 9,407 $305K
Investmark Advisory Group LLC 0.11% Reduce -4.6% 9,088 $295K
AQR Capital Management 0.00% No change 9,047 $294K
WealthCare Investment Partners, LLC 0.07% Reduce -0.0% 8,648 $281K
Jones Financial Companies LLLP 0.00% Add +140.9% 8,580 $270K
Fidelity D & D Bancorp Inc. 0.09% No change 8,175 $265K
Marquette Associates, Inc. 0.17% No change 7,292 $237K
Northwestern Mutual Wealth Management Co. 0.00% Add +85.4% 7,219 $234K
Markowski Investments 0.05% — 6,992 $227K
Frisch Financial Group, Inc. 0.04% New 6,890 $224K
Vise Technologies, Inc. 0.00% New 6,890 $224K
Jane Street Group, LLC 0.00% Reduce -30.1% 6,213 $202K
Wells Fargo & Company 0.00% Reduce -41.9% 5,520 $179K
International Assets Investment Management, LLC 0.01% No change 5,360 $174K
JPMorgan Chase & Co. 0.00% New 2,859 $92K
IFG Advisory, LLC 0.00% New 2,657 $86K

"% of holder's portfolio" is WINN's weight in each manager's 13F, not the share of Harbor Long-Term Growers ETF the manager owns.

Show all 114 holders