Harbor Long-Term Growers ETFWINNETF
13F holders, Q1 2025 (March 31)84holders −1
9new positions
7sold out
1famous investor
$24.48avg. 13F price*
At the end of Q1 2025, 84 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, down 1 from Q4 2024. 9 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($100.1M), Wealth Enhancement Advisory Services, LLC ($68.3M) and Corient Private Wealth LP ($62.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Harbor Long-Term Growers ETF
- CUSIP
- 41151J406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.7M |
| Exits | 7 | $4.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,492,265 shares bought and 722,674 shares sold, net +1,769,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| LPL Financial LLC | 0.04% | Add +3.2% | 4,084,841 | $100.1M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.3% | 2,787,052 | $68.3M |
| Corient Private Wealth LP | 0.10% | Add +33.8% | 2,564,688 | $62.8M |
| Grant Street Asset Management, Inc. | 13.15% | Add +5.4% | 2,193,040 | $53.7M |
| Towneley Capital Management, Inc / DE | 6.78% | Add +4.9% | 1,183,767 | $29.0M |
| Raymond James Financial Inc. | 0.01% | Add +36.1% | 1,033,922 | $25.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +14.7% | 903,418 | $22.1M |
| Golden State Wealth Management, LLC | 2.11% | Add +3.2% | 580,107 | $14.2M |
| WJ Wealth Management, LLC | 4.98% | Reduce -25.1% | 574,706 | $14.1M |
| Royal Bank of Canada | 0.00% | Add +11.9% | 486,102 | $11.9M |
| Leisure Capital Management | 4.53% | Add +13.3% | 450,924 | $11.0M |
| Private Advisor Group, LLC | 0.06% | Add +5.0% | 416,415 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.8% | 384,290 | $9.4M |
| Synovus Financial Corp. | 0.12% | Add +28.5% | 370,541 | $9.1M |
| SOL Capital Management CO | 0.93% | Add +16.3% | 342,845 | $8.4M |
| Archford Capital Strategies, LLC | 1.02% | Add +409.7% | 284,326 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Add +88.1% | 261,581 | $6.4M |
| Ascentis Independent Advisors | 1.07% | Reduce -7.5% | 220,259 | $5.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +3.1% | 174,067 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Reduce -8.0% | 162,781 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -0.2% | 158,027 | $3.9M |
| Transcend Capital Advisors, LLC | 0.26% | Reduce -3.7% | 147,596 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -7.4% | 135,115 | $3.3M |
| Financial Management Network Inc. | 0.71% | Add +5.4% | 143,055 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +18.2% | 115,489 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -17.4% | 98,106 | $2.4M |
| Lantz Financial LLC | 0.65% | Add +10.2% | 97,145 | $2.4M |
| Provident Wealth Management, LLC | 0.73% | Reduce -18.7% | 85,947 | $2.1M |
| Benjamin Edwards Inc. | 0.03% | Add +6.3% | 85,470 | $2.1M |
| IHT Wealth Management, LLC | 0.06% | Reduce -75.9% | 76,437 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.6% | 76,287 | $1.9M |
| &partners | 0.02% | Add +110.7% | 70,656 | $1.8M |
| Waterloo Capital, L.P. | 0.15% | Add +7.6% | 67,526 | $1.7M |
| Perennial Investment Advisors, LLC | 0.18% | Add +390.9% | 65,319 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 63,481 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +215.8% | 61,308 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +10.1% | 59,761 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -0.1% | 58,786 | $1.4M |
| BlackRock, Inc. | 0.00% | No change | 56,223 | $1.4M |
| Western Wealth Management, LLC | 0.08% | Add +3.0% | 49,563 | $1.2M |
| Proactive Wealth Strategies LLC | 0.62% | Add +258.1% | 47,410 | $1.2M |
| Convergence Financial, LLC | 0.22% | Add +142.0% | 46,492 | $1.1M |
| Tyler-Stone Wealth Management | 0.20% | Add +9.7% | 45,110 | $1.1M |
| SFG Wealth Management, LLC. | 0.54% | Reduce -15.8% | 44,761 | $1.1M |
| Sittner & Nelson, LLC | 0.47% | Add +15.5% | 44,695 | $1.1M |
| Moody National Bank Trust Division | 0.10% | Add +17.5% | 40,929 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +47.7% | 38,834 | $951K |
| Joel Isaacson & Co., LLC | 0.04% | Add +49.2% | 36,480 | $894K |
| Worth Financial Advisory Group, LLC | 0.51% | Add +81.4% | 32,831 | $804K |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 32,236 | $790K |
| Atria Investments, Inc | 0.01% | Reduce -2.4% | 26,455 | $648K |
| Avaii Wealth Management, LLC | 0.34% | Add +14.9% | 25,777 | $632K |
| Bill Few Associates, Inc. | 0.21% | Add +16.6% | 23,584 | $578K |
| Strategic Blueprint, LLC | 0.03% | Add +34.8% | 23,407 | $573K |
| Citadel Advisors | 0.00% | New | 23,147 | $567K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.0% | 20,147 | $494K |
| Independent Wealth Network Inc. | 0.19% | Add +153.6% | 19,357 | $474K |
| United Advisor Group, LLC | 0.08% | Add +4.4% | 16,580 | $406K |
| Kestra Advisory Services, LLC | 0.00% | Add +124.3% | 16,510 | $404K |
| Fidelity D & D Bancorp Inc. | 0.26% | No change | 16,350 | $401K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.6% | 16,226 | $398K |
| Phoenix Wealth Advisors | 0.17% | No change | 16,030 | $393K |
| Mariner, LLC | 0.00% | Add +72.1% | 15,686 | $384K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.9% | 14,794 | $362K |
| Bank of New York Mellon Corp | 0.00% | New | 14,707 | $360K |
| GPS Wealth Strategies Group, LLC | 0.05% | New | 14,090 | $345K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 13,975 | $342K |
| Wolf Group Capital Advisors | 0.11% | Reduce -24.7% | 13,548 | $332K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.8% | 13,240 | $324K |
| Northwest Financial Advisors | 0.25% | Reduce -23.3% | 12,230 | $300K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -19.7% | 11,141 | $273K |
| WealthCare Investment Partners, LLC | 0.10% | Add +6.7% | 10,750 | $244K |
| Investmark Advisory Group LLC | 0.12% | No change | 9,529 | $233K |
| Stifel Financial Corp. | 0.00% | New | 9,490 | $233K |
| Private Trust Co. NA | 0.02% | Add +14.8% | 7,751 | $190K |
| Bank of America Corp. | 0.00% | New | 3,332 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,825 | $69K |
| IFP Advisors, Inc | 0.00% | No change | 2,542 | $62K |
| AdvisorNet Financial, Inc | 0.00% | New | 1,207 | $30K |
| Fifth Third Bancorp | 0.00% | Reduce -50.0% | 1,024 | $25K |
| BankPlus Trust Department | 0.01% | New | 946 | $23K |
| Morgan Stanley | 0.00% | Reduce -10.1% | 890 | $22K |
| IAG Wealth Partners, LLC | 0.00% | New | 700 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 209 | $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.