Harbor Long-Term Growers ETFWINNETF

13F holders, Q3 2025 (September 30)
99holders +6
11new positions
2sold out
1famous investor
$31.19avg. 13F price*

At the end of Q3 2025, 99 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, up 6 from Q2 2025. 11 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($155.0M), Corient Private Wealth LP ($113.2M) and Wealth Enhancement Advisory Services, LLC ($88.4M). 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

050100150 Q1 2024: 53Q1 2024Q2 2024: 66Q2 2024Q3 2024: 71Q3 2024Q4 2024: 85Q4 2024Q1 2025: 84Q1 2025Q2 2025: 93Q2 2025Q3 2025: 99Q3 2025Q4 2025: 109Q4 2025Q1 2026: 106Q1 2026Q2 2026: 114Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions11$12.8M
Exits2$317K

All 13F filers, Q2 2025 → Q3 2025: 2,029,299 shares bought and 535,645 shares sold, net +1,493,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

LPL Financial LLC 0.05% Reduce -3.7% 4,974,361 $155.0M
Corient Private Wealth LP 0.18% Add +7.2% 3,633,241 $113.2M
Wealth Enhancement Advisory Services, LLC 0.13% Add +2.2% 2,822,926 $88.4M
Grant Street Asset Management, Inc. 14.58% Add +0.4% 2,214,878 $69.0M
Raymond James Financial Inc. 0.02% Add +52.5% 1,633,600 $50.9M
Commonwealth Equity Services, LLC 0.05% Add +3.4% 1,239,330 $38.6M
Towneley Capital Management, Inc / DE 7.65% Reduce -3.0% 1,130,321 $35.2M
Royal Bank of Canada 0.00% Reduce -3.7% 544,975 $17.0M
Golden State Wealth Management, LLC 1.68% Reduce -4.3% 488,425 $15.2M
Leisure Capital Management 5.10% Add +2.6% 477,840 $14.9M
Private Advisor Group, LLC 0.07% Add +6.6% 461,317 $14.4M
SOL Capital Management CO 1.14% Add +1.8% 407,112 $12.7M
WJ Wealth Management, LLC 5.49% Reduce -31.9% 385,821 $12.5M
Synovus Financial Corp. 0.14% Add +2.9% 383,900 $12.0M
Wealthcare Advisory Partners LLC 0.24% Add +43.7% 373,897 $11.7M
Envestnet Asset Management Inc. 0.00% Reduce -0.6% 357,319 $11.1M
Archford Capital Strategies, LLC 0.97% Add +24.8% 260,635 $8.1M
Fifth Third Bancorp 0.02% Add +119.8% 218,538 $6.8M
Osaic Holdings, Inc. 0.01% Add +1.6% 207,113 $6.3M
Cetera Investment Advisers 0.01% New 184,400 $5.7M
Equitable Holdings, Inc. 0.04% Add +4.2% 183,111 $5.7M
Financial Management Network Inc. 0.82% Add +2.3% 158,289 $5.0M
Ascentis Independent Advisors 0.83% Reduce -11.7% 158,504 $4.9M
MML Investors Services, LLC 0.01% Reduce -3.5% 133,690 $4.2M
Great Valley Advisor Group, Inc. 0.08% Reduce -3.3% 124,668 $3.9M
IHT Wealth Management, LLC 0.10% Add +14.3% 124,202 $3.9M
Two Sigma Investments, LP 0.01% No change 118,900 $3.7M
Lantz Financial LLC 0.79% Add +7.3% 113,858 $3.5M
WCG Wealth Advisors LLC 0.22% Add +118.1% 113,643 $3.5M
Transcend Capital Advisors, LLC 0.25% Add +0.6% 112,617 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.6% 106,797 $3.3M
Stifel Financial Corp. 0.00% Add +64.9% 90,941 $2.8M
Joel Isaacson & Co., LLC 0.10% Add +28.9% 89,178 $2.8M
Convergence Financial, LLC 0.42% Add +46.7% 88,956 $2.8M
Benjamin Edwards Inc. 0.03% Reduce -2.6% 82,530 $2.6M
Sanctuary Advisors, LLC 0.01% Add +9.0% 81,154 $2.5M
Proactive Wealth Strategies LLC 1.08% Add +17.3% 80,267 $2.5M
Provident Wealth Management, LLC 0.75% Reduce -1.8% 80,092 $2.5M
&partners 0.01% Add +3.8% 77,163 $2.3M
Perennial Investment Advisors, LLC 0.19% Add +7.9% 73,713 $2.3M
Waterloo Capital, L.P. 0.16% Add +2.9% 69,606 $2.2M
Associated Banc-Corp 0.06% New 69,530 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Add +42.1% 68,392 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -13.6% 64,711 $2.0M
Cary Street Partners Financial LLC 0.05% Add +6.9% 63,513 $2.0M
Stratos Wealth Partners, LTD. 0.02% Add +14.4% 62,680 $2.0M
Carr Financial Group Corp 0.50% Add +413.7% 58,527 $1.8M
BlackRock, Inc. 0.00% No change 56,223 $1.8M
Western Wealth Management, LLC 0.09% Add +0.8% 54,474 $1.7M
Truist Financial Corp. 0.00% Reduce -5.1% 54,127 $1.7M
SFG Wealth Management, LLC. 0.73% New 53,808 $1.7M
HighTower Advisors, LLC 0.00% Add +39.4% 47,398 $1.5M
Mariner, LLC 0.00% Add +11.2% 45,666 $1.4M
Worth Financial Advisory Group, LLC 0.79% Add +13.5% 45,163 $1.4M
Sittner & Nelson, LLC 0.49% Add +3.6% 43,595 $1.4M
Moody National Bank Trust Division 0.10% No change 39,636 $1.2M
Moneta Group Investment Advisors LLC 0.01% No change 39,137 $1.2M
Kestra Advisory Services, LLC 0.00% Add +10.0% 34,418 $1.1M
UBS Group AG 0.00% New 34,389 $1.1M
Independent Wealth Network Inc. 0.30% Add +28.4% 29,903 $932K
Strategic Blueprint, LLC 0.04% Add +22.3% 29,825 $929K
Citadel Advisors 0.00% New 24,581 $766K
GPS Wealth Strategies Group, LLC 0.08% Add +1.1% 24,371 $759K
Bluesphere Advisors LLC 0.31% Add +21.2% 21,966 $684K
Bill Few Associates, Inc. 0.17% Add +4.4% 21,037 $656K
Susquehanna International Group, LLP 0.00% New 18,984 $592K
Avaii Wealth Management, LLC 0.22% Add +0.7% 18,930 $590K
Phoenix Wealth Advisors 0.22% No change 18,628 $580K
United Advisor Group, LLC 0.07% Reduce -2.4% 17,260 $538K
Harbour Investments, Inc. 0.01% Reduce -1.4% 15,561 $485K
Oppenheimer & Co. Inc. 0.01% Add +15.6% 14,536 $453K
Janney Montgomery Scott LLC 0.00% Reduce -4.1% 14,444 $450K
Rockefeller Capital Management L.P. 0.00% Reduce -1.6% 13,783 $429K
Smart Portfolios, LLC 0.38% New 12,553 $391K
Private Trust Co. NA 0.03% Add +59.4% 12,351 $385K
Bank of America Corp. 0.00% Add +21.9% 11,440 $356K
GTS Securities LLC 0.01% Reduce -60.6% 10,489 $327K
Investmark Advisory Group LLC 0.13% No change 9,529 $297K
WealthCare Investment Partners, LLC 0.09% Reduce -0.0% 8,649 $271K
Fidelity D & D Bancorp Inc. 0.14% No change 8,175 $255K
Keystone Financial Group 0.02% No change 7,580 $236K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 7,402 $231K
Marquette Associates, Inc. 0.27% No change 7,292 $227K
International Assets Investment Management, LLC 0.02% No change 7,630 $220K
Frisch Financial Group, Inc. 0.05% No change 6,890 $215K
NavPoint Financial, Inc. 0.11% New 6,741 $210K
SpringVest Wealth Management LLC 0.15% Reduce -56.6% 6,504 $203K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,279 $102K
JPMorgan Chase & Co. 0.00% New 3,080 $96K
Farther Finance Advisors, LLC 0.00% New 2,815 $88K
IFP Advisors, Inc 0.00% Reduce -0.0% 2,541 $79K
Morgan Stanley 0.00% Add +113.5% 1,900 $59K
Sound Income Strategies, LLC 0.00% New 1,255 $40K
Jones Financial Companies LLLP 0.00% Add +124.5% 1,235 $38K
AdvisorNet Financial, Inc 0.00% No change 1,060 $33K
BankPlus Trust Department 0.01% No change 946 $29K
Global Retirement Partners, LLC 0.00% No change 843 $26K
IAG Wealth Partners, LLC 0.00% No change 700 $22K
Creative Financial Designs Inc. 0.00% No change 382 $12K

"% 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.