Harbor Long-Term Growers ETFWINNETF
13F holders, Q2 2024 (June 30)66holders +13
15new positions
3sold out
$25.28avg. 13F price*
At the end of Q2 2024, 66 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, up 13 from Q1 2024. 15 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($105.6M), Wealth Enhancement Advisory Services, LLC ($52.6M) and Corient Private Wealth LP ($39.9M).
- Company
- Harbor Long-Term Growers ETF
- CUSIP
- 41151J406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $41.9M |
| Exits | 3 | $53K |
All 13F filers, Q1 2024 → Q2 2024: 4,200,875 shares bought and 153,071 shares sold, net +4,047,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| LPL Financial LLC | 0.05% | Add +36.9% | 4,174,033 | $105.6M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +21.0% | 2,081,296 | $52.6M |
| Corient Private Wealth LP | 0.07% | Add +3.1% | 1,575,918 | $39.9M |
| Grant Street Asset Management, Inc. | 10.88% | Add +2.2% | 1,371,724 | $34.7M |
| Towneley Capital Management, Inc / DE | 6.66% | New | 1,122,554 | $28.4M |
| WJ Wealth Management, LLC | 6.89% | Add +87.3% | 749,109 | $18.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +22.6% | 661,080 | $16.7M |
| Ascentis Independent Advisors | 1.82% | — | 345,598 | $8.7M |
| Private Advisor Group, LLC | 0.06% | Add +4.6% | 332,731 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +65.9% | 303,796 | $7.7M |
| Equitable Holdings, Inc. | 0.07% | Reduce -0.0% | 274,020 | $6.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +39.4% | 254,993 | $6.4M |
| Synovus Financial Corp. | 0.08% | Add +7.3% | 229,556 | $5.8M |
| Provident Wealth Management, LLC | 1.92% | Reduce -24.8% | 207,863 | $5.3M |
| Leisure Capital Management | 2.22% | New | 188,320 | $4.8M |
| Transcend Capital Advisors, LLC | 0.34% | Reduce -1.3% | 182,674 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.12% | New | 169,753 | $4.3M |
| SOL Capital Management CO | 0.50% | Add +47.4% | 165,085 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1.9% | 163,334 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -6.8% | 145,861 | $3.7M |
| Financial Management Network Inc. | 0.82% | Add +52.8% | 130,497 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.0% | 132,876 | $3.4M |
| Geller Advisors LLC | 0.19% | Add +152.7% | 101,288 | $2.6M |
| Raymond James & Associates | 0.00% | Add +72.5% | 80,332 | $2.0M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -0.9% | 80,123 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 75,933 | $1.7M |
| Lantz Financial LLC | 0.47% | Add +27.0% | 60,090 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -14.7% | 56,047 | $1.4M |
| Bluesphere Advisors LLC | 0.68% | Add +55.2% | 52,715 | $1.3M |
| SFG Wealth Management, LLC. | 0.75% | Add +4.7% | 52,316 | $1.3M |
| Archford Capital Strategies, LLC | 0.21% | New | 52,245 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.0% | 51,122 | $1.3M |
| Western Wealth Management, LLC | 0.09% | Add +272.3% | 46,449 | $1.2M |
| GTS Securities LLC | 0.02% | New | 35,240 | $891K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 32,014 | $810K |
| Truist Financial Corp. | 0.00% | Add +5.8% | 29,681 | $751K |
| Jane Street Group, LLC | 0.00% | Reduce -19.0% | 26,107 | $660K |
| Sittner & Nelson, LLC | 0.24% | Reduce -5.1% | 19,000 | $481K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +85.6% | 18,916 | $478K |
| First Heartland Consultants, Inc. | 0.05% | Add +10.3% | 18,350 | $464K |
| IHT Wealth Management, LLC | 0.02% | New | 17,312 | $438K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.2% | 16,986 | $430K |
| Tyler-Stone Wealth Management | 0.17% | Add +19.3% | 16,750 | $424K |
| Fidelity D & D Bancorp Inc. | 0.31% | No change | 16,350 | $413K |
| Phoenix Wealth Advisors | 0.20% | No change | 16,030 | $405K |
| Janney Montgomery Scott LLC | 0.00% | Add +49.9% | 15,861 | $401K |
| Wolf Group Capital Advisors | 0.16% | Reduce -12.8% | 15,702 | $397K |
| Avaii Wealth Management, LLC | 0.18% | New | 12,714 | $322K |
| Two Sigma Investments, LP | 0.00% | Reduce -20.5% | 12,400 | $314K |
| Joel Isaacson & Co., LLC | 0.02% | New | 12,102 | $306K |
| United Advisor Group, LLC | 0.09% | New | 11,180 | $283K |
| Bill Few Associates, Inc. | 0.10% | Add +3.0% | 10,771 | $272K |
| WealthCare Investment Partners, LLC | 0.12% | Reduce -10.7% | 10,079 | $255K |
| Mariner, LLC | 0.00% | Add +5.9% | 9,431 | $239K |
| Waterloo Capital, L.P. | 0.03% | New | 8,928 | $226K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 8,467 | $214K |
| Investmark Advisory Group LLC | 0.11% | New | 8,305 | $210K |
| Frisch Financial Group, Inc. | 0.06% | New | 8,099 | $205K |
| Bank of America Corp. | 0.00% | Add +3.0% | 6,674 | $169K |
| IFP Advisors, Inc | 0.00% | No change | 2,542 | $64K |
| Fifth Third Bancorp | 0.00% | No change | 2,047 | $52K |
| International Assets Investment Management, LLC | 0.00% | New | 1,500 | $38K |
| Private Trust Co. NA | 0.00% | No change | 1,301 | $33K |
| Morgan Stanley | 0.00% | Add +41.3% | 989 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +240.0% | 850 | $21K |
| Royal Bank of Canada | 0.00% | New | 399 | $10K |
"% 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.