Harbor Long-Term Growers ETFWINNETF
13F holders, Q3 2024 (September 30)71holders +5
8new positions
3sold out
$25.61avg. 13F price*
At the end of Q3 2024, 71 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, up 5 from Q2 2024. 8 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($89.8M), Wealth Enhancement Advisory Services, LLC ($65.4M) and Corient Private Wealth LP ($40.7M).
- Company
- Harbor Long-Term Growers ETF
- CUSIP
- 41151J406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.2M |
| Exits | 3 | $590K |
All 13F filers, Q2 2024 → Q3 2024: 2,281,338 shares bought and 947,169 shares sold, net +1,334,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| LPL Financial LLC | 0.04% | Reduce -16.0% | 3,507,442 | $89.8M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +22.6% | 2,552,387 | $65.4M |
| Corient Private Wealth LP | 0.06% | Add +0.8% | 1,587,793 | $40.7M |
| Grant Street Asset Management, Inc. | 10.82% | Add +5.2% | 1,443,197 | $37.0M |
| Towneley Capital Management, Inc / DE | 6.59% | Add +1.1% | 1,135,366 | $29.1M |
| WJ Wealth Management, LLC | 6.94% | Add +2.7% | 769,629 | $19.7M |
| Ascentis Independent Advisors | 2.88% | Add +108.8% | 721,544 | $18.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.8% | 622,557 | $15.9M |
| Leisure Capital Management | 4.17% | Add +102.3% | 381,026 | $9.8M |
| Private Advisor Group, LLC | 0.06% | Add +5.6% | 351,345 | $9.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +33.0% | 339,052 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.0% | 331,169 | $8.5M |
| IHT Wealth Management, LLC | 0.23% | Add +1692.1% | 310,252 | $7.9M |
| Synovus Financial Corp. | 0.08% | Add +10.7% | 254,114 | $6.5M |
| Equitable Holdings, Inc. | 0.05% | Reduce -26.3% | 201,896 | $5.2M |
| SOL Capital Management CO | 0.54% | Add +15.4% | 190,590 | $4.9M |
| Raymond James & Associates | 0.00% | Add +129.8% | 184,599 | $4.7M |
| Transcend Capital Advisors, LLC | 0.31% | Reduce -0.3% | 182,040 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +1.7% | 172,572 | $4.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +3.2% | 168,570 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +10.6% | 146,987 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +0.6% | 146,695 | $3.8M |
| Provident Wealth Management, LLC | 1.24% | Reduce -31.5% | 142,442 | $3.6M |
| Financial Management Network Inc. | 0.71% | Add +1.9% | 132,982 | $3.4M |
| Geller Advisors LLC | 0.22% | Add +24.6% | 126,180 | $3.2M |
| Objective Capital Management, LLC | 1.81% | — | 120,380 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.08% | New | 104,521 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +72.3% | 88,065 | $2.3M |
| Lantz Financial LLC | 0.57% | Add +37.8% | 82,783 | $2.1M |
| Benjamin Edwards Inc. | 0.03% | New | 82,122 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.0% | 74,408 | $2.0M |
| SpiderRock Advisors, LLC | 0.03% | New | 56,223 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -2.2% | 54,835 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +77.3% | 52,620 | $1.3M |
| SFG Wealth Management, LLC. | 0.71% | Add +0.5% | 52,551 | $1.3M |
| Archford Capital Strategies, LLC | 0.20% | Reduce -3.3% | 50,510 | $1.3M |
| Western Wealth Management, LLC | 0.07% | Add +1.4% | 47,078 | $1.2M |
| Waterloo Capital, L.P. | 0.11% | Add +339.9% | 39,272 | $1.0M |
| Tyler-Stone Wealth Management | 0.19% | Add +132.3% | 38,910 | $996K |
| Royal Bank of Canada | 0.00% | Add +9328.3% | 37,619 | $963K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 32,020 | $820K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.8% | 23,044 | $590K |
| Sittner & Nelson, LLC | 0.26% | Add +20.4% | 22,870 | $586K |
| Joel Isaacson & Co., LLC | 0.02% | Add +52.6% | 18,470 | $473K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +117.0% | 18,370 | $470K |
| Avaii Wealth Management, LLC | 0.23% | Add +41.5% | 17,989 | $461K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.7% | 16,929 | $434K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.5% | 16,899 | $433K |
| Bluesphere Advisors LLC | 0.21% | Reduce -68.5% | 16,594 | $425K |
| Fidelity D & D Bancorp Inc. | 0.28% | No change | 16,350 | $419K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -11.6% | 16,224 | $415K |
| Phoenix Wealth Advisors | 0.19% | No change | 16,030 | $411K |
| GTS Securities LLC | 0.01% | Reduce -56.5% | 15,313 | $392K |
| Jane Street Group, LLC | 0.00% | Reduce -43.4% | 14,778 | $378K |
| Strategic Blueprint, LLC | 0.02% | New | 13,829 | $354K |
| United Advisor Group, LLC | 0.08% | Add +19.7% | 13,383 | $343K |
| Wolf Group Capital Advisors | 0.16% | Add +14.6% | 17,998 | $334K |
| Bill Few Associates, Inc. | 0.10% | Add +0.4% | 10,813 | $277K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -0.0% | 10,078 | $256K |
| Investmark Advisory Group LLC | 0.12% | Add +14.7% | 9,529 | $244K |
| Carr Financial Group Corp | 0.07% | New | 8,800 | $225K |
| Worth Financial Advisory Group, LLC | 0.12% | New | 8,302 | $213K |
| Oppenheimer & Co. Inc. | 0.00% | New | 8,220 | $211K |
| Frisch Financial Group, Inc. | 0.06% | No change | 8,099 | $207K |
| Private Trust Co. NA | 0.02% | Add +418.9% | 6,751 | $173K |
| IFP Advisors, Inc | 0.00% | No change | 2,542 | $65K |
| Fifth Third Bancorp | 0.00% | No change | 2,047 | $52K |
| Morgan Stanley | 0.00% | No change | 989 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 850 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 209 | $5K |
| Bank of America Corp. | 0.00% | Reduce -97.1% | 192 | $5K |
"% 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.