HARBOR LONG-TERM GROWERS ETF WINN
$32.46
-0.2% 52w: $26.76 – $34.01
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data26.7630.3834.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
106
-3 QoQ
13F value
$779.4M
-23.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns WINN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Corient Private Wealth LLC | Diversified mechanical | 4.6M | $128.7M | 0.2% | -42.3% |
| LPL Financial LLC | Bank broker | 4.4M | $122.8M | 0.0% | -10.7% |
| Grant Street Asset Management, Inc. | Wealth advisor | 2.4M | $65.3M | 12.6% | +5.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.0M | $55.2M | 0.0% | +4.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.6M | $44.6M | 0.1% | -44.7% |
| AUCTUS ADVISORS LLC | Wealth advisor | 1.4M | $38.1M | 36.1% | +2.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $32.6M | 0.0% | -6.0% |
| Towneley Capital Management, Inc / DE | Wealth advisor | 1.1M | $31.7M | 6.6% | +1.0% |
| Golden State Wealth Management, LLC | Wealth advisor | 554.6K | $15.4M | 1.7% | +6.0% |
| Leisure Capital Management ★2 | Fundamental diversified | 476.8K | $13.2M | 4.6% | +0.2% |
| Cerity Partners LLC | Diversified mechanical | 437.5K | $12.1M | 0.0% | New |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 422.3K | $11.7M | 0.1% | +3.8% |
| FIFTH THIRD BANCORP | Diversified mechanical | 421.5K | $11.7M | 0.0% | -3.4% |
| Private Advisor Group, LLC | Wealth advisor | 408.7K | $11.3M | 0.1% | +1.7% |
| ROYAL BANK OF CANADA | Bank broker | 406.8K | $11.3M | 0.0% | -15.3% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 389.8K | $10.8M | 0.2% | 0.0% |
| Archford Capital Strategies, LLC | Wealth advisor | 368.6K | $10.2M | 1.2% | +30.5% |
| Lantz Financial LLC | Wealth advisor | 257.1K | $7.1M | 1.5% | +7.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 253.4K | $7.0M | 0.0% | +2.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 228.0K | $6.3M | 0.0% | -4.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 227.2K | $6.3M | 0.0% | +3.5% |
| Proactive Wealth Strategies LLC | Wealth advisor | 217.4K | $6.0M | 1.1% | +126.5% |
| Equitable Holdings, Inc. | Wealth advisor | 191.0K | $5.9M | 0.0% | +5.2% |
| Convergence Financial, LLC | Wealth advisor | 211.2K | $5.9M | 0.6% | +97.9% |
| Ascentis Independent Advisors | Other | 184.3K | $5.1M | 0.4% | +144.2% |
| Cetera Investment Advisers | Wealth advisor | 178.9K | $5.0M | 0.0% | +3.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 159.5K | $4.4M | 0.0% | +59.8% |
| IHT Wealth Management, LLC | Wealth advisor | 147.7K | $4.1M | 0.1% | +4.4% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 140.6K | $3.9M | 0.1% | +47.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 140.0K | $3.9M | 0.0% | -4.2% |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 129.1K | $3.8M | 0.6% | -21.3% |
| Joel Isaacson & Co., LLC | Wealth advisor | 134.2K | $3.7M | 0.1% | +20.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 128.6K | $3.6M | 0.0% | -2.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 120.9K | $3.4M | 0.1% | +0.1% |
| Birchwood Financial Partners, Inc. | Wealth advisor | 120.3K | $3.3M | 3.2% | +4.5% |
| WCG Wealth Advisors LLC | Wealth advisor | 119.5K | $3.3M | 0.1% | -32.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 112.5K | $3.1M | 0.0% | New |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 110.2K | $3.1M | 0.2% | -0.6% |
| SITTNER & NELSON, LLC | Other | 87.5K | $2.4M | 0.9% | +65.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 86.4K | $2.4M | 0.0% | +16.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 86.1K | $2.4M | 0.0% | -9.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 84.9K | $2.4M | 0.0% | +7.1% |
| Associated Banc-Corp | Other | 83.2K | $2.3M | 0.1% | +6.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 80.6K | $2.2M | 0.0% | -0.7% |
| Perennial Investment Advisors, LLC | Wealth advisor | 77.6K | $2.2M | 0.2% | -4.4% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 71.4K | $2.0M | 0.0% | +0.3% |
| Provident Wealth Management, LLC | Wealth advisor | 67.6K | $1.9M | 0.6% | -6.3% |
| Quantinno Capital Management LP | Diversified mechanical | 66.3K | $1.8M | 0.0% | +62.3% |
| Smart Portfolios, LLC | Wealth advisor | 64.6K | $1.8M | 1.8% | +27.4% |
| &PARTNERS | Diversified mechanical | 62.0K | $1.7M | 0.0% | -19.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding WINN