Harbor Long-Term Growers ETFWINNETF
13F holders, Q1 2024 (March 31)53holders
$23.46avg. 13F price*
At the end of Q1 2024, 53 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings. The largest holders were LPL Financial LLC ($71.6M), Wealth Enhancement Advisory Services, LLC ($40.4M) and Corient Private Wealth LP ($35.9M).
- Company
- Harbor Long-Term Growers ETF
- CUSIP
- 41151J406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $13.1M |
| Exits | 2 | $1.3M |
Ownership 53 holders
| LPL Financial LLC | 0.04% | Add +28.7% | 3,048,808 | $71.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +5.1% | 1,719,898 | $40.4M |
| Corient Private Wealth LP | 0.06% | Add +0.1% | 1,528,073 | $35.9M |
| Grant Street Asset Management, Inc. | 10.24% | Add +75.5% | 1,342,438 | $31.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +61.2% | 539,106 | $12.7M |
| WJ Wealth Management, LLC | 3.74% | Add +56.3% | 400,023 | $9.4M |
| Private Advisor Group, LLC | 0.05% | Add +15.0% | 318,158 | $7.5M |
| Provident Wealth Management, LLC | 2.43% | New | 276,388 | $6.5M |
| Equitable Holdings, Inc. | 0.07% | Reduce -14.2% | 274,070 | $6.4M |
| Synovus Financial Corp. | 0.07% | Add +12.1% | 213,864 | $5.0M |
| Transcend Capital Advisors, LLC | 0.35% | Add +24.7% | 184,982 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.4% | 183,097 | $4.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +662.9% | 182,882 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +18.7% | 168,258 | $3.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +11.8% | 160,362 | $3.8M |
| MML Investors Services, LLC | 0.02% | Add +1.7% | 156,412 | $3.7M |
| Objective Capital Management, LLC | 1.80% | New | 113,785 | $2.7M |
| SOL Capital Management CO | 0.33% | Add +26.7% | 112,030 | $2.6M |
| Financial Management Network Inc. | 0.50% | Add +33.6% | 85,415 | $2.0M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -0.0% | 80,833 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +10.5% | 65,719 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +83.8% | 60,143 | $1.4M |
| SFG Wealth Management, LLC. | 0.70% | Add +1.1% | 49,969 | $1.2M |
| Lantz Financial LLC | 0.36% | Add +12.6% | 47,328 | $1.1M |
| Raymond James & Associates | 0.00% | New | 46,577 | $1.1M |
| Geller Advisors LLC | 0.08% | Add +144.1% | 40,080 | $941K |
| Bluesphere Advisors LLC | 0.44% | Add +187.5% | 33,968 | $797K |
| Jane Street Group, LLC | 0.00% | New | 32,238 | $757K |
| HighTower Advisors, LLC | 0.00% | No change | 32,004 | $752K |
| Truist Financial Corp. | 0.00% | New | 28,060 | $659K |
| Sittner & Nelson, LLC | 0.24% | Add +34.5% | 20,030 | $470K |
| Harbour Investments, Inc. | 0.01% | No change | 17,739 | $416K |
| First Heartland Consultants, Inc. | 0.04% | Add +5.5% | 16,641 | $391K |
| Fidelity D & D Bancorp Inc. | 0.29% | New | 16,350 | $384K |
| Phoenix Wealth Advisors | 0.23% | No change | 16,030 | $376K |
| Two Sigma Investments, LP | 0.00% | Reduce -7.1% | 15,600 | $366K |
| Wolf Group Capital Advisors | 0.16% | No change | 17,998 | $334K |
| Tyler-Stone Wealth Management | 0.15% | Add +74.6% | 14,040 | $330K |
| Western Wealth Management, LLC | 0.02% | New | 12,477 | $293K |
| WealthCare Investment Partners, LLC | 0.13% | No change | 11,281 | $265K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.8% | 10,578 | $248K |
| Bill Few Associates, Inc. | 0.10% | Reduce -0.4% | 10,461 | $246K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,194 | $239K |
| Mariner, LLC | 0.00% | New | 8,909 | $209K |
| Bank of America Corp. | 0.00% | New | 6,482 | $152K |
| IFP Advisors, Inc | 0.00% | No change | 2,542 | $60K |
| Fifth Third Bancorp | 0.00% | New | 2,047 | $48K |
| Private Trust Co. NA | 0.00% | New | 1,301 | $31K |
| UBS Group AG | 0.00% | New | 909 | $21K |
| Global Assets Advisory, LLC | 0.01% | New | 901 | $21K |
| Morgan Stanley | 0.00% | New | 700 | $16K |
| Impact Partnership Wealth, LLC | 0.00% | New | 430 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 250 | $6K |
"% 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.