Harbor Long-Term Growers ETFWINNETF

13F holders, Q1 2026 (March 31)
106holders −3
12new positions
11sold out
1famous investor
$27.78avg. 13F price*

At the end of Q1 2026, 106 institutions reported holding Harbor Long-Term Growers ETF (WINN) in their 13F filings, down 3 from Q4 2025. 12 opened new positions and 11 sold out. The largest holders were Corient Private Wealth LP ($128.7M), LPL Financial LLC ($122.8M) and Grant Street Asset Management, Inc. ($65.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$19.5M
Exits11$6.4M

All 13F filers, Q4 2025 → Q1 2026: 1,759,703 shares bought and 3,070,285 shares sold, net −1,310,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 106 holders

Corient Private Wealth LP 0.18% Reduce -7.3% 4,639,926 $128.7M
LPL Financial LLC 0.03% Reduce -10.7% 4,429,865 $122.8M
Grant Street Asset Management, Inc. 12.58% Add +5.2% 2,354,165 $65.3M
Raymond James Financial Inc. 0.02% Add +4.1% 1,990,191 $55.2M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -44.7% 1,590,662 $44.6M
Auctus Advisors LLC 36.13% Add +2.5% 1,373,308 $38.1M
Commonwealth Equity Services, LLC 0.05% Reduce -6.0% 1,175,843 $32.6M
Towneley Capital Management, Inc / DE 6.63% Add +1.0% 1,142,388 $31.7M
Golden State Wealth Management, LLC 1.68% Add +6.0% 554,554 $15.4M
Leisure Capital Management 4.63% Add +0.2% 476,775 $13.2M
Cerity Partners LLC 0.02% New 437,454 $12.1M
Pinnacle Financial Partners, Inc. 0.09% Add +3.8% 422,301 $11.7M
Fifth Third Bancorp 0.02% Reduce -3.4% 421,544 $11.7M
Private Advisor Group, LLC 0.05% Add +1.7% 408,722 $11.3M
Royal Bank of Canada 0.00% Reduce -15.3% 406,810 $11.3M
Wealthcare Advisory Partners LLC 0.21% Reduce -0.0% 389,830 $10.8M
Archford Capital Strategies, LLC 1.17% Add +30.6% 368,637 $10.2M
Lantz Financial LLC 1.47% Add +7.4% 257,138 $7.1M
Kestra Advisory Services, LLC 0.03% Add +2.4% 253,419 $7.0M
Osaic Holdings, Inc. 0.01% Reduce -4.7% 228,030 $6.3M
Envestnet Asset Management Inc. 0.00% Add +3.5% 227,162 $6.3M
Proactive Wealth Strategies LLC 1.13% Add +126.5% 217,364 $6.0M
Equitable Holdings, Inc. 0.04% Add +5.2% 190,963 $5.9M
Convergence Financial, LLC 0.62% Add +97.9% 211,236 $5.9M
Ascentis Independent Advisors 0.39% Add +144.2% 184,254 $5.1M
Cetera Investment Advisers 0.01% Add +3.8% 178,894 $5.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +59.8% 159,540 $4.4M
IHT Wealth Management, LLC 0.10% Add +4.4% 147,730 $4.1M
Cary Street Partners Financial LLC 0.10% Add +47.9% 140,598 $3.9M
Ameriprise Financial Inc. 0.00% Reduce -4.2% 139,990 $3.9M
Financial Management Network Inc. 0.58% Reduce -21.3% 129,147 $3.8M
Joel Isaacson & Co., LLC 0.12% Add +20.7% 134,211 $3.7M
Rockefeller Capital Management L.P. 0.01% Reduce -2.5% 128,638 $3.6M
Great Valley Advisor Group, Inc. 0.06% Add +0.1% 120,886 $3.4M
Birchwood Financial Partners, Inc. 3.22% Add +4.5% 120,285 $3.3M
WCG Wealth Advisors LLC 0.09% Reduce -32.3% 119,524 $3.3M
Two Sigma Investments, LP 0.00% New 112,500 $3.1M
Transcend Capital Advisors, LLC 0.25% Reduce -0.6% 110,188 $3.1M
Sittner & Nelson, LLC 0.89% Add +65.8% 87,478 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Add +16.4% 86,363 $2.4M
Stifel Financial Corp. 0.00% Reduce -9.1% 86,142 $2.4M
Benjamin Edwards Inc. 0.02% Add +7.1% 84,884 $2.4M
Associated Banc-Corp 0.06% Add +6.3% 83,163 $2.3M
Sanctuary Advisors, LLC 0.01% Reduce -0.7% 80,616 $2.2M
Perennial Investment Advisors, LLC 0.17% Reduce -4.4% 77,600 $2.2M
Stratos Wealth Partners, LTD. 0.02% Add +0.3% 71,428 $2.0M
Provident Wealth Management, LLC 0.57% Reduce -6.3% 67,599 $1.9M
Quantinno Capital Management LP 0.00% Add +62.4% 66,344 $1.8M
Smart Portfolios, LLC 1.79% Add +27.4% 64,632 $1.8M
&partners 0.01% Reduce -19.1% 61,967 $1.7M
Truist Financial Corp. 0.00% Add +13.1% 60,851 $1.7M
BlackRock, Inc. 0.00% No change 56,223 $1.6M
Western Wealth Management, LLC 0.06% Add +1.6% 55,155 $1.5M
SFG Wealth Management, LLC. 0.63% Add +0.0% 54,916 $1.5M
Mariner, LLC 0.00% Add +1.7% 50,343 $1.4M
Independent Advisor Alliance 0.01% New 48,472 $1.3M
Prosperity Bancshares Inc 1.04% Add +25.9% 46,760 $1.3M
HighTower Advisors, LLC 0.00% Add +1.6% 45,564 $1.3M
Moneta Group Investment Advisors LLC 0.01% No change 39,137 $1.1M
Moody National Bank Trust Division 0.10% Reduce -0.5% 38,121 $1.1M
Strategic Blueprint, LLC 0.06% Add +9.6% 36,061 $1000K
WJ Wealth Management, LLC 0.42% Reduce -90.7% 32,096 $890K
Oppenheimer & Co. Inc. 0.01% Add +70.6% 28,136 $780K
Kestra Private Wealth Services, LLC 0.01% Add +43.4% 27,331 $758K
Walsh & Associates, LLC 0.75% Add +18.2% 27,193 $754K
Independent Wealth Network Inc. 0.22% Reduce -17.7% 26,914 $746K
Captrust Financial Advisors 0.00% New 26,560 $736K
Bill Few Associates, Inc. 0.16% Add +12.7% 24,683 $684K
Waverly Advisors, LLC 0.00% New 20,590 $571K
United Advisor Group, LLC 0.07% Add +12.5% 20,088 $557K
Phoenix Wealth Advisors 0.20% Reduce -2.4% 18,180 $504K
Avaii Wealth Management, LLC 0.17% Reduce -0.2% 18,074 $501K
Smith, Moore & Co. 0.03% New 16,523 $458K
Harbour Investments, Inc. 0.01% Add +1.1% 15,067 $418K
Janney Montgomery Scott LLC 0.00% Reduce -0.5% 13,845 $384K
Private Trust Co. NA 0.03% Add +2.8% 12,701 $352K
Bluesphere Advisors LLC 0.12% Reduce -36.3% 12,462 $346K
Lloyd Advisory Services, LLC. 0.10% New 12,257 $340K
Kingdom Financial Group LLC. 0.10% Reduce -39.0% 12,257 $340K
NavPoint Financial, Inc. 0.12% Add +1.6% 10,452 $290K
Bank of America Corp. 0.00% Reduce -14.4% 10,426 $289K
SpringVest Wealth Management LLC 0.20% Add +36.8% 10,334 $287K
Investmark Advisory Group LLC 0.11% No change 9,529 $264K
Wells Fargo & Company 0.00% New 9,503 $263K
Legacy Capital Wealth Partners, LLC 0.05% New 9,047 $251K
AQR Capital Management 0.00% New 9,047 $251K
Jane Street Group, LLC 0.00% Reduce -50.2% 8,882 $246K
WealthCare Investment Partners, LLC 0.07% No change 8,649 $243K
Carr Financial Group Corp 0.06% Reduce -78.9% 8,688 $241K
Savvy Advisors, Inc. 0.01% Add +0.0% 8,337 $231K
Fidelity D & D Bancorp Inc. 0.09% No change 8,175 $227K
Keystone Financial Group 0.01% Reduce -0.7% 7,530 $209K
Marquette Associates, Inc. 0.22% No change 7,292 $202K
International Assets Investment Management, LLC 0.01% No change 5,360 $150K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.9% 3,893 $108K
Jones Financial Companies LLLP 0.00% Add +84.5% 3,561 $96K
Farther Finance Advisors, LLC 0.00% No change 2,815 $79K
IFP Advisors, Inc 0.00% No change 2,541 $70K
Morgan Stanley 0.00% Reduce -29.6% 2,467 $68K
Wall Street Financial Group, Inc. 0.02% New 1,121 $31K

"% 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.

Show all 106 holders