Who Owns Harbor Long-Term Growers ETF (WINN) (WINN)?Hedge Fund & Institutional Holders

$28.54-0.29 (-1.00%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -3

Price History

$21.84$24.54$27.25$29.95$32.66Jul 24May 25Mar 26

WINN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.3M+$38.0B
Towneley Capital Management, Inc / DENew Position+1.1M+$35.2B
Golden State Wealth Management, LLCNew Position+523K+$16.3B
RAYMOND JAMES FINANCIAL INCIncreased+278K+$8.1B
Lantz Financial LLCNew Position+239K+$7.4B
FIFTH THIRD BANCORPIncreased+218K+$6.8B
FINANCIAL MANAGEMENT NETWORK INCNew Position+164K+$5.1B
Rockefeller Capital Management L.P.Increased+118K+$3.6B
Joel Isaacson & Co., LLCNew Position+111K+$3.5B
TRANSCEND CAPITAL ADVISORS, LLCNew Position+111K+$3.4B
ASSOCIATED BANC-CORPNew Position+78K+$2.4B
Golden State Equity PartnersNew Position+75K+$2.3B
Provident Wealth Management, LLCNew Position+72K+$2.2B
AMERIPRISE FINANCIAL INCIncreased+81K+$2.0B
WCG Wealth Advisors LLCIncreased+63K+$2.0B

WINN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-15K-$154.8B
SYNOVUS FINANCIAL CORPClosed Position-384K-$12.0B
WJ Wealth Management, LLCDecreased-209K-$6.5B
Cetera Investment AdvisersDecreased-12K-$5.7B
MML INVESTORS SERVICES, LLCClosed Position-134K-$4.2B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-4K-$3.9B
TWO SIGMA INVESTMENTS, LPClosed Position-119K-$3.7B
ROYAL BANK OF CANADADecreased-64K-$3.0B
Private Advisor Group, LLCDecreased-59K-$2.4B
&PARTNERSDecreased-557-$2.3B
HighTower Advisors, LLCDecreased-3K-$1.5B
UBS Group AGDecreased-33K-$1.0B
CITADEL ADVISORS LLCDecreased-18K-$765.9M
Equitable Holdings, Inc.Decreased-2K-$705.7M
Carr Financial Group CorpDecreased-17K-$541.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Grant Street Asset Management, Inc.2,238,226$69.6B14.02%Share
2RAYMOND JAMES FINANCIAL INC1,234,666$38.0B11.82%Share
3COMMONWEALTH EQUITY SERVICES, LLC1,250,817$38.0B50.66%Share
4Towneley Capital Management, Inc / DE1,130,654$35.2B7.41%Share
5RAYMOND JAMES FINANCIAL INC677,257$21.0B6.53%Share
6Leisure Capital Management475,975$14.8B4.90%Share
7ROYAL BANK OF CANADA480,499$14.0B2.28%Share
8Golden State Wealth Management, LLC443,414$13.8B1.46%Share
9FIFTH THIRD BANCORP436,313$13.6B43.11%Share
10Wealthcare Advisory Partners LLC389,942$12.1B238.25%Share
11Private Advisor Group, LLC401,933$12.0B56.45%Share
12WJ Wealth Management, LLC343,782$10.7B4.68%Share
13Lantz Financial LLC239,358$7.4B1.57%Share
14WCG Wealth Advisors LLC176,621$5.5B0.15%Share
15FINANCIAL MANAGEMENT NETWORK INC164,130$5.1B0.81%Share
16Equitable Holdings, Inc.181,546$5.0B34.18%Share
17OSAIC HOLDINGS, INC.178,367$5.0B7.31%Share
18IHT Wealth Management, LLC141,538$4.0B0.10%Share
19AMERIPRISE FINANCIAL INC146,178$4.0B0.90%Share
20Rockefeller Capital Management L.P.131,935$4.0B7.20%Share
21Joel Isaacson & Co., LLC111,214$3.5B0.11%Share
22TRANSCEND CAPITAL ADVISORS, LLC110,885$3.4B0.27%Share
23Convergence Financial, LLC106,750$3.3B0.48%Share
24CARY STREET PARTNERS FINANCIAL LLC95,056$3.0B0.07%Share
25Perennial Investment Advisors, LLC81,206$2.5B0.20%Share
26Golden State Wealth Management, LLC79,829$2.5B0.26%Share
27ASSOCIATED BANC-CORP78,226$2.4B0.06%Share
28Golden State Equity Partners75,462$2.3B0.38%Share
29Provident Wealth Management, LLC72,118$2.2B0.66%Share
30Stratos Wealth Partners, LTD.71,221$2.2B25.04%Share
31STIFEL FINANCIAL CORP94,761$2.0B1.80%Share
32Steward Partners Investment Advisory, LLC74,197$2.0B10.97%Share
33Worth Financial Advisory Group, LLC58,881$1.8B0.89%Share
34SFG Wealth Management, LLC.54,903$1.7B0.67%Share
35SITTNER & NELSON, LLC52,755$1.6B0.55%Share
36Carr Financial Group Corp41,245$1.3B0.34%Share
37Strategic Blueprint, LLC32,894$1.0B0.06%Share
38Independent Wealth Network Inc.32,688$1.0B0.31%Share
39OSAIC HOLDINGS, INC.47,308$1.0B1.46%Share
40Western Wealth Management, LLC54,273$1.0B0.05%Share
41Bill Few Associates, Inc.21,911$681.0M0.17%Share
42Kingdom Financial Group LLC.20,086$624.0M0.19%Share
43Bluesphere Advisors LLC19,557$608.0M0.27%Share
44Phoenix Wealth Advisors18,628$579.0M0.22%Share
45AVAII WEALTH MANAGEMENT, LLC18,106$563.0M0.20%Share
46United Advisor Group, LLC17,854$555.0M0.07%Share
47OPPENHEIMER & CO INC16,491$512.0M7.27%Share
48PRIVATE TRUST CO NA12,351$384.0M0.03%Share
49NavPoint Financial, Inc.10,289$320.0M0.14%Share
50Investmark Advisory Group LLC9,529$296.0M0.13%Share

WINN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025108$381.9B+46
Q3 202562$440.2B-22
Q2 202584$582.6B+1
Q1 202583$464.2B+13
Q4 202470$336.1B+24
Q3 202446$101.7T+2
Q2 202444$10.2T+10
Q1 202434$5.6T—

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As of Q4 2025, 50 institutional investors hold WINN (Harbor Long-Term Growers ETF (WINN)). The largest holder is Grant Street Asset Management, Inc. with $69.6B in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own WINN?

As of Q4 2025, 50 institutional investors report holding WINN (Harbor Long-Term Growers ETF (WINN)) in their 13F filings.

Who is the largest institutional holder of WINN?

The largest institutional holder of WINN is Grant Street Asset Management, Inc. with $69.6B in shares.

Is institutional ownership of WINN increasing or decreasing?

This quarter, 10 institutions opened new positions in WINN and 3 closed their positions.