Free Trial

Harbor Long-Term Growers ETF (WINN) Institutional Ownership

$30.13 +0.49 (+1.65%)
Closing price 08/22/2025 04:10 PM Eastern
Extended Trading
$30.11 -0.02 (-0.07%)
As of 08/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Harbor Long-Term Growers ETF (NYSEARCA:WINN)

Current
Institutional Ownership
Percentage
81.36%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$258.66M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$29.93M
Get WINN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Harbor Long-Term Growers ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WINN Institutional Buying and Selling by Quarter

Harbor Long-Term Growers ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Tyler Stone Wealth Management45,810$1.33M0.2%+1.6%0.141%
8/15/2025 Corient Private Wealth LLC3,390,122$101.36M0.1%+32.2%10.441%
8/15/2025 Equitable Holdings Inc.175,656$5.12M0.0%+7.9%0.541%
8/15/2025 Fidelity D & D Bancorp Inc.8,175$238K0.1%-50.0%0.025%
8/15/2025 MML Investors Services LLC138,471$4.03M0.0%+2.5%0.426%
8/15/2025 IHT Wealth Management LLC108,678$3.17M0.1%+42.2%0.335%
8/15/2025 Great Valley Advisor Group Inc.128,931$3.76M0.1%-18.4%0.397%
8/15/2025 Benjamin Edwards Inc.84,772$2.47M0.0%-0.8%0.261%
8/15/2025 Bank of America Corp DE9,385$273K0.0%+181.7%0.029%
8/15/2025 Ameriprise Financial Inc.74,876$2.18M0.0%+18.0%0.231%
8/14/2025 Raymond James Financial Inc.1,071,365$31.20M0.0%+3.6%3.300%
8/14/2025 Frisch Financial Group Inc.6,890$201K0.0%N/A0.021%
8/14/2025 Cary Street Partners Financial LLC59,418$1.73M0.0%+1.1%0.183%
8/13/2025 Proactive Wealth Strategies LLC68,447$1.99M0.9%+44.4%0.211%
8/13/2025 CW Advisors LLC27,096$789K0.0%N/A0.083%
8/13/2025 WCG Wealth Advisors LLC52,100$1.52M0.1%N/A0.160%
8/13/2025 Northwestern Mutual Wealth Management Co.3,279$96K0.0%+16.1%0.010%
8/12/2025 Steward Partners Investment Advisory LLC48,132$1.40M0.0%+138.9%0.148%
8/11/2025 Perennial Investment Advisors LLC68,330$1.99M0.2%+4.6%0.210%
8/11/2025 United Advisor Group LLC17,685$515K0.1%+6.7%0.054%
8/11/2025 Western Wealth Management LLC54,045$1.57M0.1%+9.0%0.166%
8/8/2025 Avantax Advisory Services Inc.185,402$5.40M0.0%+6.5%0.571%
8/8/2025 Phoenix Wealth Advisors18,628$543K0.2%+16.2%0.057%
8/8/2025 Sittner & Nelson LLC42,095$1.23M0.5%-5.8%0.130%
8/6/2025 Golden State Wealth Management LLC510,372$14.87M1.8%-12.0%1.572%
8/6/2025 Convergence Financial LLC60,622$1.77M0.3%+30.4%0.187%
8/5/2025 GPS Wealth Strategies Group LLC24,116$702K0.1%+71.2%0.074%
8/4/2025 Grant Street Asset Management Inc.2,205,542$64.24M14.5%+0.6%6.793%
8/1/2025 Transcend Capital Advisors LLC111,977$3.26M0.2%-24.1%0.326%
8/1/2025 Envestnet Asset Management Inc.359,314$10.47M0.0%-6.5%1.046%
7/30/2025 Strategic Blueprint LLC24,396$711K0.0%+4.2%0.071%
7/30/2025 Towneley Capital Management Inc DE1,165,035$33.93M7.8%-1.6%3.604%
7/29/2025 International Assets Investment Management LLC7,630$222K0.0%N/A0.024%
7/29/2025 Stratos Wealth Partners LTD.54,782$1.60M0.0%+41.1%0.169%
7/28/2025 WJ Wealth Management LLC566,428$16.50M5.2%-1.4%1.752%
7/28/2025 Harbour Investments Inc.15,780$460K0.0%+6.7%0.049%
7/25/2025 Bill Few Associates Inc.20,146$587K0.2%-14.6%0.062%
7/23/2025 SpringVest Wealth Management LLC14,988$437K0.4%N/A0.047%
7/23/2025 Joel Isaacson & Co. LLC69,180$2.02M0.1%+89.6%0.216%
7/22/2025 Wealthcare Advisory Partners LLC260,258$7.58M0.2%+125.4%0.811%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. tc pixel

Discover the under-the-radar project I believe will skyrocket as a result.
7/18/2025 Provident Wealth Management LLC81,535$2.38M0.8%-5.1%0.255%
7/18/2025 Truist Financial Corp57,023$1.66M0.0%-4.6%0.178%
7/17/2025 Bluesphere Advisors LLC18,125$528K0.3%N/A0.057%
7/17/2025 Janney Montgomery Scott LLC15,064$439K0.0%-7.2%0.047%
7/17/2025 Archford Capital Strategies LLC208,854$6.08M0.8%-26.5%0.655%
7/17/2025 Worth Financial Advisory Group LLC39,797$1.16M0.7%+21.2%0.125%
7/16/2025 Independent Wealth Network Inc.23,292$678K0.2%+20.3%0.073%
7/15/2025 Avaii Wealth Management LLC18,806$548K0.2%-27.0%0.059%
7/15/2025 Carr Financial Group Corp11,393$332K0.1%N/A0.036%
7/15/2025 Fifth Third Bancorp99,424$2.90M0.0%+9,609.4%0.312%
7/14/2025 Golden State Equity Partners179,423$5.23M1.0%-18.5%0.564%
7/11/2025 Lantz Financial LLC106,154$3.09M0.8%+9.3%0.334%
7/10/2025 Moody National Bank Trust Division39,636$1.15M0.1%-3.2%0.125%
7/10/2025 Wealth Enhancement Advisory Services LLC2,762,427$81.05M0.1%-0.9%8.701%
7/10/2025 Financial Management Network Inc.154,799$4.54M0.8%+8.2%0.488%
7/9/2025 WealthCare Investment Partners LLC8,650$254K0.1%-19.5%0.027%
5/15/2025 Royal Bank of Canada486,102$11.91M0.0%+11.9%1.615%
5/14/2025 Synovus Financial Corp370,541$9.08M0.1%+28.5%1.231%
5/14/2025 Northwestern Mutual Wealth Management Co.2,825$69K0.0%N/A0.009%
5/13/2025 Tyler Stone Wealth Management45,110$1.11M0.2%+9.7%0.150%
5/13/2025 Raymond James Financial Inc.1,033,922$25.33M0.0%+36.1%3.435%
5/12/2025 Benjamin Edwards Inc.85,470$2.09M0.0%+6.3%0.294%
5/9/2025 Leisure Capital Management450,924$11.05M4.5%+13.3%1.550%
5/9/2025 Commonwealth Equity Services LLC903,418$22.13M0.0%+14.7%3.105%
5/8/2025 Harbour Investments Inc.14,794$362K0.0%-6.9%0.051%
5/7/2025 Financial Management Network Inc.143,055$3.51M0.7%+5.4%0.492%
5/7/2025 LPL Financial LLC4,084,841$100.08M0.0%+3.2%14.037%
5/6/2025 Avantax Advisory Services Inc.174,067$4.27M0.0%+3.1%0.598%
5/5/2025 Private Advisor Group LLC416,415$10.20M0.1%+5.0%1.431%
5/2/2025 Independent Wealth Network Inc.19,357$474K0.2%+153.6%0.067%
5/2/2025 Grant Street Asset Management Inc.2,193,040$53.73M13.1%+5.4%7.536%
4/30/2025 Stratos Wealth Partners LTD.38,834$951K0.0%+47.7%0.133%
4/29/2025 Envestnet Asset Management Inc.384,290$9.42M0.0%+14.8%1.321%
4/29/2025 Bank of New York Mellon Corp14,707$360K0.0%N/A0.051%
4/29/2025 Strategic Blueprint LLC23,407$573K0.0%+34.8%0.080%
4/28/2025 Private Trust Co. NA7,751$190K0.0%+14.8%0.027%
4/25/2025 Joel Isaacson & Co. LLC36,480$894K0.0%+49.2%0.125%
4/25/2025 Convergence Financial LLC46,492$1.14M0.2%+142.0%0.160%
4/25/2025 WJ Wealth Management LLC574,706$14.08M5.0%-25.1%1.975%
4/24/2025 Golden State Wealth Management LLC580,107$14.21M2.1%+3.2%1.993%
4/24/2025 Transcend Capital Advisors LLC147,596$3.62M0.3%-3.7%0.507%
4/23/2025 SFG Wealth Management LLC.44,761$1.10M0.5%-15.8%0.154%
4/23/2025 Western Wealth Management LLC49,563$1.21M0.1%+3.0%0.170%
4/23/2025 SOL Capital Management CO342,845$8.40M0.9%+16.3%1.178%
4/23/2025 Golden State Wealth Management LLC1,050,298$25.73M1.9%+86.8%3.609%
4/23/2025 Golden State Equity Partners220,259$5.40M1.1%-7.5%0.757%
4/23/2025 Archford Capital Strategies LLC284,326$6.97M1.0%+409.7%0.977%
4/23/2025 Proactive Wealth Strategies LLC47,410$1.16M0.6%+258.1%0.163%
4/23/2025 Oppenheimer & Co. Inc.11,141$273K0.0%-19.7%0.038%
4/22/2025 Cambridge Investment Research Advisors Inc.98,106$2.40M0.0%-17.4%0.337%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.tc pixel

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
4/22/2025 WealthCare Investment Partners LLC10,750$244K0.1%+6.7%0.037%
4/22/2025 Worth Financial Advisory Group LLC32,831$804K0.5%+81.4%0.113%
4/21/2025 Provident Wealth Management LLC85,947$2.11M0.7%-18.7%0.295%
4/21/2025 United Advisor Group LLC16,580$406K0.1%+4.4%0.057%
4/18/2025Wolf Group Capital Advisors13,548$332K0.1%-24.7%0.050%
4/17/2025 Janney Montgomery Scott LLC16,226$398K0.0%-5.6%0.059%
4/16/2025 Avaii Wealth Management LLC25,777$632K0.3%+14.9%0.094%
4/16/2025 Wealth Enhancement Advisory Services LLC2,787,052$68.28M0.1%+2.2%10.209%
4/15/2025 GPS Wealth Strategies Group LLC14,090$345K0.0%N/A0.052%
4/15/2025 Fifth Third Bancorp1,024$25K0.0%-50.0%0.004%
(Data available from 1/1/2016 forward)

WINN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WINN shares?

During the previous two years, 90 institutional investors and hedge funds held shares of Harbor Long-Term Growers ETF. The most heavily invested institutionals were Corient Private Wealth LLC ($101.36M), LPL Financial LLC ($100.08M), Wealth Enhancement Advisory Services LLC ($81.05M), Grant Street Asset Management Inc. ($64.24M), Towneley Capital Management Inc DE ($33.93M), Raymond James Financial Inc. ($31.20M), and Commonwealth Equity Services LLC ($22.13M).Learn more on Harbor Long-Term Growers ETF's institutional investors.

What percentage of Harbor Long-Term Growers ETF's stock is owned by institutional investors?

81.36% of Harbor Long-Term Growers ETF's stock is owned by institutional investors. Learn more on WINN's institutional investor holdings.

Which institutional investors have been buying Harbor Long-Term Growers ETF's stock?

Of the 85 institutional investors that purchased Harbor Long-Term Growers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.83M), LPL Financial LLC ($1.70M), Grant Street Asset Management Inc. ($1.41M), Towneley Capital Management Inc DE ($1.19M), Corient Private Wealth LLC ($1.15M), Wealth Enhancement Advisory Services LLC ($1.15M), and Golden State Wealth Management LLC ($1.07M).

How much institutional buying is happening at Harbor Long-Term Growers ETF?

Institutional investors have bought a total of 9,697,805 shares in the last 24 months. This purchase volume represents approximately $258.66M in transactions.

Which of Harbor Long-Term Growers ETF's major shareholders have been selling company stock?

Of the 33 institutional investors that sold Harbor Long-Term Growers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Golden State Equity Partners ($248.89K), WJ Wealth Management LLC ($203.20K), Provident Wealth Management LLC ($126.33K), Archford Capital Strategies LLC ($75.47K), Transcend Capital Advisors LLC ($70.06K), Golden State Wealth Management LLC ($69.74K), and Great Valley Advisor Group Inc. ($43.37K).

How much institutional selling is happening at Harbor Long-Term Growers ETF?

Institutional investors have sold a total of 1,110,640 shares in the last 24 months. This volume of shares sold represents approximately $29.93M in transactions.



This page (NYSEARCA:WINN) was last updated on 8/23/2025 by MarketBeat.com Staff
From Our Partners