Harbor Long-Term Growers ETFWINNETF

13F holders, Q4 2025 (December 31)
109holders +10
9new positions
4sold out
1famous investor
$31.13avg. 13F price*

At the end of Q4 2025, 109 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, up 10 from Q3 2025. 9 opened new positions and 4 sold out. The largest holders were Corient Private Wealth LP ($155.7M), LPL Financial LLC ($154.3M) and Wealth Enhancement Advisory Services, LLC ($90.2M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$4.7M
Exits4$8.2M

All 13F filers, Q3 2025 → Q4 2025: 3,044,052 shares bought and 814,634 shares sold, net +2,229,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

Corient Private Wealth LP 0.21% Add +37.7% 5,004,398 $155.7M
LPL Financial LLC 0.04% Reduce -0.3% 4,959,234 $154.3M
Wealth Enhancement Advisory Services, LLC 0.12% Add +1.8% 2,874,696 $90.2M
Grant Street Asset Management, Inc. 14.02% Add +1.1% 2,238,226 $69.6M
Raymond James Financial Inc. 0.02% Add +17.0% 1,911,923 $59.5M
Auctus Advisors LLC 38.41% — 1,339,930 $41.7M
Commonwealth Equity Services, LLC 0.05% Add +0.9% 1,250,817 $38.9M
Towneley Capital Management, Inc / DE 7.41% Add +0.0% 1,130,654 $35.2M
Golden State Wealth Management, LLC 1.72% Add +7.1% 523,243 $16.3M
Royal Bank of Canada 0.00% Reduce -11.8% 480,499 $14.9M
Leisure Capital Management 4.90% Reduce -0.4% 475,975 $14.8M
Fifth Third Bancorp 0.04% Add +99.7% 436,313 $13.6M
SOL Capital Management CO 1.15% Add +1.1% 411,454 $12.8M
Pinnacle Financial Partners, Inc. 0.10% — 406,776 $12.7M
Private Advisor Group, LLC 0.06% Reduce -12.9% 401,933 $12.5M
Wealthcare Advisory Partners LLC 0.24% Add +4.3% 389,942 $12.1M
WJ Wealth Management, LLC 4.68% Reduce -10.9% 343,782 $10.7M
Archford Capital Strategies, LLC 1.02% Add +8.3% 282,379 $8.8M
Kestra Advisory Services, LLC 0.03% Add +618.9% 247,434 $7.7M
Lantz Financial LLC 1.57% Add +110.2% 239,358 $7.4M
Osaic Holdings, Inc. 0.01% Add +15.5% 239,223 $7.4M
Envestnet Asset Management Inc. 0.00% Reduce -38.6% 219,550 $6.8M
Equitable Holdings, Inc. 0.04% Reduce -0.8% 181,546 $5.6M
WCG Wealth Advisors LLC 0.15% Add +55.4% 176,621 $5.5M
Cetera Investment Advisers 0.01% Reduce -6.5% 172,368 $5.4M
Financial Management Network Inc. 0.81% Add +3.7% 164,130 $5.1M
Ameriprise Financial Inc. 0.00% Add +125.9% 146,178 $4.5M
IHT Wealth Management, LLC 0.11% Add +14.0% 141,538 $4.4M
Rockefeller Capital Management L.P. 0.01% Add +857.2% 131,935 $4.1M
Great Valley Advisor Group, Inc. 0.07% Reduce -3.1% 120,781 $3.8M
Birchwood Financial Partners, Inc. 3.55% — 115,088 $3.6M
Joel Isaacson & Co., LLC 0.11% Add +24.7% 111,214 $3.5M
Transcend Capital Advisors, LLC 0.27% Reduce -1.5% 110,885 $3.4M
Convergence Financial, LLC 0.48% Add +20.0% 106,750 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.5% 99,849 $3.1M
Proactive Wealth Strategies LLC 1.18% Add +19.5% 95,947 $3.0M
Cary Street Partners Financial LLC 0.07% Add +49.7% 95,056 $3.0M
Stifel Financial Corp. 0.00% Add +4.2% 94,761 $2.9M
Perennial Investment Advisors, LLC 0.20% Add +10.2% 81,206 $2.5M
Sanctuary Advisors, LLC 0.01% Add +0.1% 81,203 $2.5M
Benjamin Edwards Inc. 0.03% Reduce -4.0% 79,224 $2.5M
Associated Banc-Corp 0.06% Add +12.5% 78,226 $2.4M
&partners 0.01% Reduce -0.7% 76,606 $2.4M
Ascentis Independent Advisors 0.38% Reduce -52.4% 75,462 $2.3M
Steward Partners Investment Advisory, LLC 0.01% Add +8.5% 74,197 $2.3M
Provident Wealth Management, LLC 0.66% Reduce -10.0% 72,118 $2.2M
Stratos Wealth Partners, LTD. 0.03% Add +13.6% 71,221 $2.2M
Waterloo Capital, L.P. 0.15% Reduce -3.4% 67,256 $2.1M
Worth Financial Advisory Group, LLC 0.89% Add +30.4% 58,881 $1.8M
BlackRock, Inc. 0.00% No change 56,223 $1.7M
SFG Wealth Management, LLC. 0.67% Add +2.0% 54,903 $1.7M
Western Wealth Management, LLC 0.08% Reduce -0.4% 54,273 $1.7M
Truist Financial Corp. 0.00% Reduce -0.6% 53,804 $1.7M
Smart Portfolios, LLC 1.57% Add +304.0% 50,719 $1.6M
Sittner & Nelson, LLC 0.55% Add +21.0% 52,755 $1.6M
Mariner, LLC 0.00% Add +8.4% 49,518 $1.5M
HighTower Advisors, LLC 0.00% Reduce -5.4% 44,844 $1.4M
Carr Financial Group Corp 0.34% Reduce -29.5% 41,245 $1.3M
Quantinno Capital Management LP 0.00% New 40,866 $1.3M
Moneta Group Investment Advisors LLC 0.01% No change 39,137 $1.2M
Moody National Bank Trust Division 0.11% Reduce -3.4% 38,305 $1.2M
Prosperity Bancshares Inc 1.04% — 37,148 $1.2M
Strategic Blueprint, LLC 0.06% Add +10.3% 32,894 $1.0M
Independent Wealth Network Inc. 0.31% Add +9.3% 32,688 $1.0M
Walsh & Associates, LLC 0.71% — 23,007 $716K
Bill Few Associates, Inc. 0.17% Add +4.2% 21,911 $682K
HRT Financial LP 0.00% New 21,916 $681K
Kingdom Financial Group LLC. 0.19% New 20,086 $625K
Susquehanna International Group, LLP 0.00% Add +4.2% 19,773 $615K
Bluesphere Advisors LLC 0.27% Reduce -11.0% 19,557 $608K
Kestra Private Wealth Services, LLC 0.01% New 19,063 $593K
Phoenix Wealth Advisors 0.22% No change 18,628 $579K
Avaii Wealth Management, LLC 0.20% Reduce -4.3% 18,106 $563K
United Advisor Group, LLC 0.07% Add +3.4% 17,854 $555K
Jane Street Group, LLC 0.00% New 17,850 $555K
Oppenheimer & Co. Inc. 0.01% Add +13.4% 16,491 $513K
Harbour Investments, Inc. 0.01% Reduce -4.3% 14,897 $463K
Janney Montgomery Scott LLC 0.00% Reduce -3.7% 13,908 $433K
Thrivent Financial for Lutherans 0.00% New 13,467 $419K
Private Trust Co. NA 0.03% No change 12,351 $384K
Bank of America Corp. 0.00% Add +6.4% 12,175 $379K
NavPoint Financial, Inc. 0.14% Add +52.6% 10,289 $320K
Investmark Advisory Group LLC 0.13% No change 9,529 $296K
WealthCare Investment Partners, LLC 0.08% No change 8,649 $268K
Axxcess Wealth Management, LLC 0.00% New 8,345 $260K
Savvy Advisors, Inc. 0.01% New 8,334 $259K
Fidelity D & D Bancorp Inc. 0.11% No change 8,175 $254K
Keystone Financial Group 0.02% No change 7,580 $236K
SpringVest Wealth Management LLC 0.16% Add +16.1% 7,552 $235K
Marquette Associates, Inc. 0.29% No change 7,292 $227K
Frisch Financial Group, Inc. 0.05% No change 6,890 $214K
Citadel Advisors 0.00% Reduce -73.0% 6,626 $206K
International Assets Investment Management, LLC 0.01% Reduce -29.8% 5,360 $167K
Morgan Stanley 0.00% Add +84.6% 3,507 $109K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.1% 3,479 $108K
Farther Finance Advisors, LLC 0.00% No change 2,815 $88K
IFP Advisors, Inc 0.00% No change 2,541 $79K
Jones Financial Companies LLLP 0.00% Add +56.3% 1,930 $60K
Global Retirement Partners, LLC 0.00% Add +32.0% 1,113 $35K
AdvisorNet Financial, Inc 0.00% No change 1,060 $33K
Ankerstar Wealth, LLC 0.03% — 1,050 $33K
Manchester Capital Management LLC 0.00% New 966 $30K
BankPlus Trust Department 0.01% No change 946 $29K
UBS Group AG 0.00% Reduce -97.3% 925 $29K
GPS Wealth Strategies Group, LLC 0.02% Reduce -96.5% 850 $26K
IAG Wealth Partners, LLC 0.00% Reduce -13.6% 605 $19K
DV Equities, LLC 0.00% — 466 $14K
Creative Financial Designs Inc. 0.00% No change 382 $12K
JPMorgan Chase & Co. 0.00% Reduce -91.5% 262 $8K

"% 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.