Harbor Long-Term Growers ETFWINNETF
13F holders, Q4 2024 (December 31)85holders +14
19new positions
5sold out
$27.21avg. 13F price*
At the end of Q4 2024, 85 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, up 14 from Q3 2024. 19 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($107.7M), Wealth Enhancement Advisory Services, LLC ($74.2M) and Grant Street Asset Management, Inc. ($56.6M).
- Company
- Harbor Long-Term Growers ETF
- CUSIP
- 41151J406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $11.9M |
| Exits | 5 | $3.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,953,386 shares bought and 799,969 shares sold, net +2,153,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| LPL Financial LLC | 0.04% | Add +12.8% | 3,957,397 | $107.7M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +6.8% | 2,725,795 | $74.2M |
| Grant Street Asset Management, Inc. | 14.81% | Add +44.2% | 2,080,470 | $56.6M |
| Corient Private Wealth LP | 0.09% | Add +20.7% | 1,916,425 | $52.1M |
| Towneley Capital Management, Inc / DE | 7.29% | Reduce -0.6% | 1,128,557 | $30.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +26.5% | 787,742 | $21.4M |
| WJ Wealth Management, LLC | 7.18% | Reduce -0.4% | 766,862 | $20.9M |
| Raymond James Financial Inc. | 0.01% | — | 759,642 | $20.7M |
| Golden State Wealth Management, LLC | 2.29% | — | 562,345 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +1054.8% | 434,413 | $11.8M |
| Leisure Capital Management | 4.24% | Add +4.4% | 397,871 | $10.8M |
| Private Advisor Group, LLC | 0.06% | Add +12.8% | 396,485 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 334,861 | $9.1M |
| IHT Wealth Management, LLC | 0.28% | Add +2.1% | 316,807 | $8.6M |
| SOL Capital Management CO | 0.89% | Add +54.6% | 294,752 | $8.0M |
| Synovus Financial Corp. | 0.10% | Add +13.5% | 288,391 | $7.8M |
| Ascentis Independent Advisors | 1.24% | Reduce -67.0% | 238,022 | $6.5M |
| Equitable Holdings, Inc. | 0.05% | Reduce -12.3% | 177,015 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +0.2% | 168,889 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -8.3% | 158,303 | $4.3M |
| Transcend Capital Advisors, LLC | 0.30% | Reduce -15.8% | 153,307 | $4.2M |
| MML Investors Services, LLC | 0.01% | Reduce -0.5% | 145,933 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.4% | 139,084 | $3.8M |
| Financial Management Network Inc. | 0.78% | Add +2.0% | 135,689 | $3.8M |
| Geller Advisors LLC | 0.23% | Add +0.1% | 126,312 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +34.9% | 118,779 | $3.2M |
| Provident Wealth Management, LLC | 0.96% | Reduce -25.8% | 105,718 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -6.5% | 97,705 | $2.7M |
| Lantz Financial LLC | 0.64% | Add +6.5% | 88,163 | $2.4M |
| Two Sigma Investments, LP | 0.01% | New | 82,500 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | Reduce -2.1% | 80,398 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.3% | 68,993 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | New | 64,832 | $1.8M |
| Waterloo Capital, L.P. | 0.18% | Add +59.8% | 62,773 | $1.7M |
| Cary Street Partners Financial LLC | 0.05% | — | 58,846 | $1.6M |
| BlackRock, Inc. | 0.00% | New | 56,223 | $1.5M |
| Archford Capital Strategies, LLC | 0.23% | Add +10.4% | 55,786 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +3.1% | 54,260 | $1.5M |
| SFG Wealth Management, LLC. | 0.76% | Add +1.1% | 53,135 | $1.4M |
| Western Wealth Management, LLC | 0.07% | Add +2.2% | 48,119 | $1.3M |
| Tyler-Stone Wealth Management | 0.20% | Add +5.7% | 41,110 | $1.1M |
| Sittner & Nelson, LLC | 0.46% | Add +69.2% | 38,695 | $1.1M |
| Moody National Bank Trust Division | 0.10% | New | 34,828 | $948K |
| &partners | 0.01% | New | 33,534 | $927K |
| GTS Securities LLC | 0.04% | Add +119.4% | 33,595 | $914K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 32,077 | $873K |
| Atria Investments, Inc | 0.01% | Reduce -50.6% | 27,105 | $738K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +14.1% | 26,285 | $715K |
| Joel Isaacson & Co., LLC | 0.03% | Add +32.4% | 24,445 | $665K |
| Avaii Wealth Management, LLC | 0.30% | Add +24.8% | 22,441 | $611K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +19.2% | 21,896 | $596K |
| Bill Few Associates, Inc. | 0.19% | Add +87.1% | 20,235 | $551K |
| Old Mission Capital LLC | 0.01% | New | 19,658 | $535K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 19,412 | $528K |
| Convergence Financial, LLC | 0.10% | New | 19,210 | $523K |
| Worth Financial Advisory Group, LLC | 0.30% | Add +118.1% | 18,103 | $493K |
| Strategic Blueprint, LLC | 0.03% | Add +25.5% | 17,360 | $472K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.5% | 17,184 | $468K |
| Independent Advisor Alliance | 0.01% | New | 17,074 | $465K |
| Fidelity D & D Bancorp Inc. | 0.30% | No change | 16,350 | $445K |
| Phoenix Wealth Advisors | 0.19% | No change | 16,030 | $436K |
| Northwest Financial Advisors | 0.36% | New | 15,950 | $434K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.0% | 15,888 | $432K |
| United Advisor Group, LLC | 0.09% | Add +18.7% | 15,881 | $432K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,975 | $380K |
| Oppenheimer & Co. Inc. | 0.01% | Add +68.8% | 13,873 | $377K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -17.7% | 13,350 | $363K |
| Perennial Investment Advisors, LLC | 0.04% | New | 13,307 | $362K |
| Proactive Wealth Strategies LLC | 0.19% | New | 13,240 | $360K |
| Wolf Group Capital Advisors | 0.16% | No change | 17,998 | $334K |
| Jane Street Group, LLC | 0.00% | Reduce -17.4% | 12,202 | $332K |
| WealthCare Investment Partners, LLC | 0.12% | No change | 10,078 | $274K |
| Investmark Advisory Group LLC | 0.13% | No change | 9,529 | $259K |
| Bluesphere Advisors LLC | 0.13% | Reduce -43.0% | 9,462 | $257K |
| Mariner, LLC | 0.00% | New | 9,113 | $248K |
| Independent Wealth Network Inc. | 0.08% | New | 7,633 | $208K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 7,366 | $200K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,360 | $200K |
| Private Trust Co. NA | 0.02% | No change | 6,751 | $184K |
| IFP Advisors, Inc | 0.00% | No change | 2,542 | $69K |
| Fifth Third Bancorp | 0.00% | No change | 2,047 | $56K |
| Morgan Stanley | 0.00% | Add +0.1% | 990 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 209 | $6K |
| Global Retirement Partners, LLC | 0.00% | New | 200 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 40 | $1K |
"% 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.