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Harbor Long-Term Growers ETF (WINN)

CUSIP: 41151J406 | NYSE | 170 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Grant Street Asset Management, Inc.2,824,805
15.8% of portfolio›$96.9M
Wealth Enhancement Advisory Services, LLC1,791,969
0.1% of portfolio›$62.5M
Auctus Advisors LLC1,454,986
40.4% of portfolio›$49.9M
Towneley Capital Management, Inc / de1,144,161
7.8% of portfolio›$39.3M
Commonwealth Equity Services, LLC989,185
0.0% of portfolio›$33.9M
Leisure Capital Management576,520
6.3% of portfolio›$19.8M
Golden State Wealth Management, LLC430,471
1.3% of portfolio›$14.8M
Archford Capital Strategies, LLC416,459
1.4% of portfolio›$14.3M
Fifth Third Bancorp382,806
0.0% of portfolio›$13.1M
Wealthcare Advisory Partners LLC361,058
0.2% of portfolio›$12.4M
Lantz Financial LLC278,205
1.7% of portfolio›$9.5M
Worth Financial Advisory Group, LLC208,967
3.0% of portfolio›$7.2M
Cambridge Investment Research Advisors, Inc.159,420
0.0% of portfolio›$5.5M
Birchwood Financial Partners, Inc.132,734
3.4% of portfolio›$4.6M
Associated Banc-Corp107,250
0.1% of portfolio›$3.7M
Financial Management Network Inc99,229
0.5% of portfolio›$3.4M
Truist Financial Corp82,073
0.0% of portfolio›$2.8M
Copper Harbor Investment Advisors, LLC80,410
0.6% of portfolio›$2.8M
Rose Capital Advisors LLC63,614
0.5% of portfolio›$2.2M
Provident Wealth Management, LLC48,757
0.6% of portfolio›$1.7M
Prevail Innovative Wealth Advisors, LLC43,000
0.2% of portfolio›$1.5M
Moody National Bank Trust Division38,137
0.1% of portfolio›$1.3M
Oppenheimer & Co Inc36,460
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC33,679
0.0% of portfolio›$1.2M
WJ Wealth Management, LLC31,589
0.4% of portfolio›$1.1M
Kestra Private Wealth Services, LLC27,119
0.0% of portfolio›$930.5K
SpringVest Wealth Management LLC25,659
0.5% of portfolio›$880.4K
Bill Few Associates, Inc.25,174
0.2% of portfolio›$863.7K
Independent Wealth Network Inc.24,963
0.2% of portfolio›$856.5K
SFG Wealth Management, Llc.20,054
0.2% of portfolio›$688.1K
Bluesphere Advisors LLC19,235
0.2% of portfolio›$660.0K
Phoenix Wealth Advisors18,180
0.2% of portfolio›$623.8K
Foster Victor Wealth Advisors, LLC18,146
0.0% of portfolio›$617.7K
Avaii Wealth Management, LLC17,155
0.2% of portfolio›$594.6K
Creative Planning15,800
0.0% of portfolio›$542.1K
Private Trust Co NA15,279
0.0% of portfolio›$524.2K
Thrivent Financial for Lutherans15,246
0.0% of portfolio›$523.0K
Carolina Wealth Management Inc13,248
0.2% of portfolio›$454.5K
Farther Finance Advisors, LLC12,069
0.0% of portfolio›$414.1K
Convergence Financial, LLC10,785
0.1% of portfolio›$370.0K
NavPoint Financial, Inc.10,452
0.1% of portfolio›$358.6K
Legacy Capital Wealth Partners, LLC9,407
0.1% of portfolio›$322.8K
Investmark Advisory Group LLC8,783
0.1% of portfolio›$301.4K
WealthCare Investment Partners, LLC8,727
0.1% of portfolio›$299.4K
Fidelity D & D Bancorp Inc8,175
0.1% of portfolio›$280.5K
Markowski Investments6,992
0.1% of portfolio›$239.9K
GuidedMoney, LLC6,315
0.1% of portfolio›$216.7K
Center for Financial Planning, Inc.3,768
0.0% of portfolio›$129.3K
IFP Advisors, Inc2,541
0.0% of portfolio›$87.2K
Latitude Advisors, LLC1,224
0.0% of portfolio›$42.0K
Manchester Capital Management LLC966
0.0% of portfolio›$33.1K
Creative Financial Designs Inc382
0.0% of portfolio›$13.1K
Foresight Capital Management Advisors, Inc.306
0.0% of portfolio›$10.5K
Kingdom Financial Group Llc.302
0.0% of portfolio›$10.4K
Key FInancial Inc184
0.0% of portfolio›$6.3K
CoreCap Advisors, LLC34
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Grant Street Asset Management, Inc.
2,824,805$96.9M15.8%ETFVery LowCanonsburg, PA2026-10-26
Wealth Enhancement Advisory Services, LLC
1,791,969$62.5M0.1%CoreLowPlymouth, MN2026-10-13
Auctus Advisors LLC
1,454,986$49.9M40.4%ETFLowCharlotte, NC2026-10-23
Towneley Capital Management, Inc / de
1,144,161$39.3M7.8%ETFVery LowLaguna Hills, CA2026-10-09
Commonwealth Equity Services, LLC
989,185$33.9M0.0%ETFLowWaltham, MA2026-11-02
Leisure Capital Management
576,520$19.8M6.3%CoreLowCosta Mesa, CA2026-11-03
Golden State Wealth Management, LLC
430,471$14.8M1.3%ETFMediumSanta Ana, CA2026-11-02
Archford Capital Strategies, LLC
416,459$14.3M1.4%GrowthMediumSwansea, IL2026-10-19
Fifth Third Bancorp
382,806$13.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Wealthcare Advisory Partners LLC
361,058$12.4M0.2%ETFLowWest Chester, PA2026-10-21
Lantz Financial LLC
278,205$9.5M1.7%ETFLowNaperville, IL2026-10-15
Worth Financial Advisory Group, LLC
208,967$7.2M3.0%GrowthVery LowCharlotte, NC2026-10-19
Cambridge Investment Research Advisors, Inc.
159,420$5.5M0.0%ETFLowFairfield, IA2026-11-02
Birchwood Financial Partners, Inc.
132,734$4.6M3.4%ETFVery LowBloomington, MN2026-11-02
Associated Banc-Corp
107,250$3.7M0.1%CoreLowGreen Bay, WI2026-10-30
Financial Management Network Inc
99,229$3.4M0.5%ETFLowMission Viejo, CA2026-10-09
Truist Financial Corp
82,073$2.8M0.0%CoreLowCharlotte, NC2026-10-30
Copper Harbor Investment Advisors, LLC
80,410$2.8M0.6%ETFN/AAppleton, WI2026-10-16
Rose Capital Advisors LLC
63,614$2.2M0.5%ETFN/AMiami Beach, FL2026-11-04
Provident Wealth Management, LLC
48,757$1.7M0.6%ETFVery LowBrentwood, TN2026-10-20
Prevail Innovative Wealth Advisors, LLC
43,000$1.5M0.2%CoreVery HighLeawood, KS2026-10-20
Moody National Bank Trust Division
38,137$1.3M0.1%CoreMediumGalveston, TX2026-10-06
Oppenheimer & Co Inc
36,460$1.3M0.0%CoreLowNew York, NY2026-10-26
Kestra Advisory Services, LLC
33,679$1.2M0.0%CoreLowAustin, TX2026-11-02
WJ Wealth Management, LLC
31,589$1.1M0.4%ETFMediumGlendale, AZ2026-11-03
Kestra Private Wealth Services, LLC
27,119$930.5K0.0%GrowthLowAustin, TX2026-10-30
SpringVest Wealth Management LLC
25,659$880.4K0.5%ETFLowDallas, TX2026-10-27
Bill Few Associates, Inc.
25,174$863.7K0.2%CoreVery LowSewickley, PA2026-10-09
Independent Wealth Network Inc.
24,963$856.5K0.2%ETFMediumUrbandale, IA2026-10-19
SFG Wealth Management, Llc.
20,054$688.1K0.2%ETFMediumTowson, MD2026-10-23
Bluesphere Advisors LLC
19,235$660.0K0.2%ETFLowEast Norriton, PA2026-10-19
Phoenix Wealth Advisors
18,180$623.8K0.2%CoreLowChapel Hill, NC2026-11-03
Foster Victor Wealth Advisors, LLC
18,146$617.7K0.0%CoreMediumGreenville, SC2026-10-21
Avaii Wealth Management, LLC
17,155$594.6K0.2%ETFMediumAppleton, WI2026-10-09
Creative Planning
15,800$542.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Private Trust Co NA
15,279$524.2K0.0%CoreLowCleveland, OH2026-10-20
Thrivent Financial for Lutherans
15,246$523.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Carolina Wealth Management Inc
13,248$454.5K0.2%ETFN/AGreenville, NC2026-10-29
Farther Finance Advisors, LLC
12,069$414.1K0.0%IndexLowSan Francisco, CA2026-10-08
Convergence Financial, LLC
10,785$370.0K0.1%ETFMediumColumbia, MO2026-10-27
NavPoint Financial, Inc.
10,452$358.6K0.1%ETFVery LowPrior Lake, MN2026-10-21
Legacy Capital Wealth Partners, LLC
9,407$322.8K0.1%CoreMediumLittle Rock, AR2026-10-21
Investmark Advisory Group LLC
8,783$301.4K0.1%ETFVery LowShelton, CT2026-10-27
WealthCare Investment Partners, LLC
8,727$299.4K0.1%ETFLowPortsmouth, RI2026-11-05
Fidelity D & D Bancorp Inc
8,175$280.5K0.1%ETFVery LowScranton, PA2026-11-05
Markowski Investments
6,992$239.9K0.1%ETFN/ATampa, FL2026-10-30
GuidedMoney, LLC
6,315$216.7K0.1%ETFVery LowBlack Earth, WI2026-10-29
Center for Financial Planning, Inc.
3,768$129.3K0.0%ETFLowSouthfied, MI2026-10-26
IFP Advisors, Inc
2,541$87.2K0.0%GrowthLowTampa, FL2026-10-16
Latitude Advisors, LLC
1,224$42.0K0.0%ETFLowYorkville, IL2026-10-27
Manchester Capital Management LLC
966$33.1K0.0%CoreLowManchester, VT2026-10-22
Creative Financial Designs Inc
382$13.1K0.0%ETFMediumKokomo, IN2026-11-04
Foresight Capital Management Advisors, Inc.
306$10.5K0.0%CoreMediumSaline, MI2026-10-27
Kingdom Financial Group Llc.
302$10.4K0.0%ETFMediumPeoria, AZ2026-11-04
Key FInancial Inc
184$6.3K0.0%ETFLowWest Chester, PA2026-11-02
CoreCap Advisors, LLC
34$1.2K0.0%ETFMediumSouthfield, MI2026-10-08