Harbor Long-Term Growers ETFWINNETF
13F holders, Q2 2025 (June 30)93holders +9
13new positions
5sold out
$29.26avg. 13F price*
At the end of Q2 2025, 93 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, up 9 from Q1 2025. 13 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($150.5M), Corient Private Wealth LP ($101.4M) and Wealth Enhancement Advisory Services, LLC ($81.0M).
- Company
- Harbor Long-Term Growers ETF
- CUSIP
- 41151J406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $8.7M |
| Exits | 5 | $3.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,303,576 shares bought and 568,257 shares sold, net +2,735,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| LPL Financial LLC | 0.05% | Add +26.5% | 5,166,325 | $150.5M |
| Corient Private Wealth LP | 0.14% | Add +32.2% | 3,390,122 | $101.4M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -0.9% | 2,762,427 | $81.0M |
| Grant Street Asset Management, Inc. | 14.52% | Add +0.6% | 2,205,542 | $64.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +32.6% | 1,198,247 | $34.9M |
| Towneley Capital Management, Inc / DE | 7.78% | Reduce -1.6% | 1,165,035 | $33.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.6% | 1,071,365 | $31.2M |
| WJ Wealth Management, LLC | 5.21% | Reduce -1.4% | 566,428 | $16.5M |
| Royal Bank of Canada | 0.00% | Add +16.4% | 565,697 | $16.5M |
| Golden State Wealth Management, LLC | 1.81% | Reduce -12.0% | 510,372 | $14.9M |
| Leisure Capital Management | 5.11% | Add +3.3% | 465,760 | $13.6M |
| Private Advisor Group, LLC | 0.07% | Add +3.9% | 432,620 | $12.6M |
| SOL Capital Management CO | 1.13% | Add +16.7% | 400,111 | $11.7M |
| Synovus Financial Corp. | 0.13% | Add +0.7% | 373,210 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.5% | 359,314 | $10.5M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +125.3% | 260,258 | $7.6M |
| Archford Capital Strategies, LLC | 0.78% | Reduce -26.5% | 208,854 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.1% | 203,850 | $5.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +6.5% | 185,402 | $5.4M |
| Ascentis Independent Advisors | 0.97% | Reduce -18.5% | 179,423 | $5.2M |
| Equitable Holdings, Inc. | 0.04% | Add +7.9% | 175,656 | $5.1M |
| Financial Management Network Inc. | 0.81% | Add +8.2% | 154,799 | $4.5M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 138,471 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -18.4% | 128,931 | $3.8M |
| Two Sigma Investments, LP | 0.01% | New | 118,900 | $3.5M |
| Transcend Capital Advisors, LLC | 0.25% | Reduce -24.1% | 111,977 | $3.3M |
| IHT Wealth Management, LLC | 0.09% | Add +42.2% | 108,678 | $3.2M |
| Lantz Financial LLC | 0.77% | Add +9.3% | 106,154 | $3.1M |
| Fifth Third Bancorp | 0.01% | Add +9609.4% | 99,424 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 96,562 | $2.8M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.8% | 84,772 | $2.5M |
| Provident Wealth Management, LLC | 0.78% | Reduce -5.1% | 81,535 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +17.9% | 74,876 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.4% | 74,455 | $2.2M |
| &partners | 0.02% | Add +5.3% | 74,375 | $2.2M |
| Joel Isaacson & Co., LLC | 0.08% | Add +89.6% | 69,180 | $2.0M |
| Proactive Wealth Strategies LLC | 0.94% | Add +44.4% | 68,447 | $2.0M |
| Perennial Investment Advisors, LLC | 0.19% | Add +4.6% | 68,330 | $2.0M |
| Waterloo Capital, L.P. | 0.16% | Add +0.2% | 67,670 | $2.0M |
| Convergence Financial, LLC | 0.30% | Add +30.4% | 60,622 | $1.8M |
| Cary Street Partners Financial LLC | 0.05% | Add +1.1% | 59,418 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 57,023 | $1.7M |
| BlackRock, Inc. | 0.00% | No change | 56,223 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +481.1% | 55,147 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +41.1% | 54,782 | $1.6M |
| Western Wealth Management, LLC | 0.09% | Add +9.0% | 54,045 | $1.6M |
| WCG Wealth Advisors LLC | 0.10% | New | 52,100 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +138.9% | 48,132 | $1.4M |
| Tyler-Stone Wealth Management | 0.21% | Add +1.6% | 45,810 | $1.3M |
| Sittner & Nelson, LLC | 0.49% | Reduce -5.8% | 42,095 | $1.2M |
| Mariner, LLC | 0.00% | Add +161.8% | 41,062 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.71% | Add +21.2% | 39,797 | $1.2M |
| Moody National Bank Trust Division | 0.11% | Reduce -3.2% | 39,636 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -36.2% | 39,137 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +5.5% | 33,996 | $990K |
| Kestra Advisory Services, LLC | 0.00% | Add +89.5% | 31,290 | $911K |
| CW Advisors, LLC | 0.01% | New | 27,096 | $789K |
| GTS Securities LLC | 0.03% | New | 26,627 | $776K |
| Strategic Blueprint, LLC | 0.03% | Add +4.2% | 24,396 | $711K |
| GPS Wealth Strategies Group, LLC | 0.08% | Add +71.2% | 24,116 | $702K |
| Independent Wealth Network Inc. | 0.25% | Add +20.3% | 23,292 | $678K |
| Bill Few Associates, Inc. | 0.17% | Reduce -14.6% | 20,146 | $587K |
| Avaii Wealth Management, LLC | 0.24% | Reduce -27.0% | 18,806 | $548K |
| Phoenix Wealth Advisors | 0.23% | Add +16.2% | 18,628 | $543K |
| Bluesphere Advisors LLC | 0.26% | New | 18,125 | $528K |
| United Advisor Group, LLC | 0.09% | Add +6.7% | 17,685 | $515K |
| Harbour Investments, Inc. | 0.01% | Add +6.7% | 15,780 | $460K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.2% | 15,064 | $439K |
| SpringVest Wealth Management LLC | 0.35% | New | 14,988 | $437K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 14,009 | $408K |
| Oppenheimer & Co. Inc. | 0.00% | Add +12.8% | 12,570 | $366K |
| Carr Financial Group Corp | 0.10% | New | 11,393 | $332K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -19.5% | 10,664 | $311K |
| Investmark Advisory Group LLC | 0.13% | No change | 9,529 | $278K |
| Bank of America Corp. | 0.00% | Add +181.7% | 9,385 | $273K |
| WealthCare Investment Partners, LLC | 0.09% | Reduce -19.5% | 8,650 | $254K |
| Fidelity D & D Bancorp Inc. | 0.15% | Reduce -50.0% | 8,175 | $238K |
| Private Trust Co. NA | 0.02% | No change | 7,751 | $226K |
| International Assets Investment Management, LLC | 0.02% | New | 7,630 | $222K |
| Keystone Financial Group | 0.02% | New | 7,580 | $221K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 7,402 | $216K |
| Marquette Associates, Inc. | 0.21% | New | 7,292 | $212K |
| Frisch Financial Group, Inc. | 0.05% | New | 6,890 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.1% | 3,279 | $96K |
| IFP Advisors, Inc | 0.00% | No change | 2,542 | $74K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -12.2% | 1,060 | $31K |
| BankPlus Trust Department | 0.01% | No change | 946 | $28K |
| Morgan Stanley | 0.00% | No change | 890 | $26K |
| Global Retirement Partners, LLC | 0.00% | — | 843 | $25K |
| IAG Wealth Partners, LLC | 0.00% | No change | 700 | $20K |
| Jones Financial Companies LLLP | 0.00% | New | 550 | $16K |
| Creative Financial Designs Inc. | 0.00% | New | 382 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 209 | $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.