HARBOR LONG-TERM GROWERS ETF (WINN) Institutional Shareholders
HARBOR LONG-TERM GROWERS ETF (WINN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $932.55M in WINN holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of WINN tracked by InsiderSet, reporting ownership valued at approximately $144.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $150.05M, representing an estimated gain of +3.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed WINN value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Corient Private Wealth Llc, Grant Street Asset Management, Inc., and several other long-term asset managers with concentrated positions in HARBOR LONG-TERM GROWERS ETF (WINN).
This page ranks the largest institutional WINN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
109
Total Reported Value
$932.55M
Largest Holder
Lpl Financial Llc
Largest Position
$144.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 4,445,858 | $144,357,008 | $150,047,708 | +$5,690,700 | +3.94% | |
| Corient Private Wealth Llc | 0.19% | 4,139,541 | $134,410,925 | $139,709,509 | +$5,298,584 | +3.94% | |
| Grant Street Asset Management, Inc. | 14.79% | 2,780,931 | $90,296,840 | $93,856,421 | +$3,559,581 | +3.94% | |
| Raymond James Financial Inc | 0.02% | 2,723,551 | $88,433,702 | $91,919,846 | +$3,486,144 | +3.94% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 1,736,919 | $57,561,499 | $58,621,016 | +$1,059,517 | +1.84% | |
| Auctus Advisors Llc | 38.64% | 1,414,610 | $45,932,379 | $47,743,088 | +$1,810,709 | +3.94% | |
| Towneley Capital Management, Inc / De | 7.30% | 1,146,114 | $37,214,322 | $38,681,348 | +$1,467,026 | +3.94% | |
| Commonwealth Equity Services, Llc | 0.04% | 1,038,915 | $33,733,560 | $35,063,381 | +$1,329,821 | +3.94% | |
| Leisure Capital Management | 5.79% | 571,337 | $18,551,313 | $19,282,624 | +$731,311 | +3.94% | |
| Cerity Partners Llc | 0.02% | 476,511 | $15,472,561 | $16,082,246 | +$609,685 | +3.94% | |
| Pinnacle Financial Partners, Inc. | 0.10% | 435,754 | $14,148,958 | $14,706,698 | +$557,740 | +3.94% | |
| Golden State Wealth Management, Llc | 1.28% | 431,368 | $14,006,516 | $14,558,670 | +$552,154 | +3.94% | |
| Convergence Financial, Llc | 1.04% | 402,966 | $13,084,312 | $13,600,103 | +$515,791 | +3.94% | |
| Private Advisor Group, Llc | 0.06% | 395,699 | $12,848,380 | $13,354,841 | +$506,461 | +3.94% | |
| Fifth Third Bancorp | 0.02% | 393,256 | $12,769,022 | $13,272,390 | +$503,368 | +3.94% | |
| Archford Capital Strategies, Llc | 1.23% | 374,455 | $12,158,538 | $12,637,856 | +$479,318 | +3.94% | |
| Wealthcare Advisory Partners Llc | 0.23% | 371,874 | $12,074,765 | $12,550,748 | +$475,983 | +3.94% | |
| Royal Bank Of Canada | 0.00% | 303,292 | $9,848,000 | $10,236,105 | +$388,105 | +3.94% | |
| Osaic Holdings, Inc. | 0.01% | 299,450 | $9,723,332 | $10,106,438 | +$383,106 | +3.94% | |
| Lantz Financial Llc | 1.63% | 274,193 | $8,903,040 | $9,254,014 | +$350,974 | +3.94% | |
| Kestra Advisory Services, Llc | 0.03% | 241,196 | $7,831,634 | $8,140,365 | +$308,731 | +3.94% | |
| Rockefeller Capital Management L.P. | 0.01% | 222,109 | $7,211,879 | $7,496,179 | +$284,300 | +3.94% | |
| Proactive Wealth Strategies Llc | 1.15% | 220,794 | $7,169,254 | $7,451,798 | +$282,544 | +3.94% | |
| Cetera Investment Advisers | 0.01% | 208,338 | $6,764,721 | $7,031,408 | +$266,687 | +3.94% | |
| Envestnet Asset Management Inc | 0.00% | 198,819 | $6,455,657 | $6,710,141 | +$254,484 | +3.94% | |
| Worth Financial Advisory Group, Llc | 2.66% | 196,306 | $6,374,056 | $6,625,328 | +$251,272 | +3.94% | |
| Equitable Holdings, Inc. | 0.03% | 173,750 | $5,641,675 | $5,864,063 | +$222,388 | +3.94% | |
| Iht Wealth Management, Llc | 0.11% | 162,879 | $5,288,685 | $5,497,166 | +$208,481 | +3.94% | |
| Joel Isaacson & Co., Llc | 0.15% | 161,375 | $5,239,846 | $5,446,406 | +$206,560 | +3.94% | |
| Cary Street Partners Financial Llc | 0.11% | 149,328 | $4,848,680 | $5,039,820 | +$191,140 | +3.94% | |
| Quantinno Capital Management Lp | 0.01% | 134,273 | $4,359,844 | $4,531,714 | +$171,870 | +3.94% | |
| Birchwood Financial Partners, Inc. | 3.39% | 127,636 | $4,144,357 | $4,307,715 | +$163,358 | +3.94% | |
| Ameriprise Financial Inc | 0.00% | 126,336 | $4,102,130 | $4,263,840 | +$161,710 | +3.94% | |
| Great Valley Advisor Group, Inc. | 0.06% | 117,024 | $3,799,766 | $3,949,560 | +$149,794 | +3.94% | |
| Transcend Capital Advisors, Llc | 0.24% | 109,318 | $3,549,554 | $3,689,483 | +$139,929 | +3.94% | |
| Financial Management Network Inc | 0.46% | 99,249 | $3,217,665 | $3,349,654 | +$131,989 | +4.10% | |
| Associated Banc-Corp | 0.07% | 96,238 | $3,124,847 | $3,248,033 | +$123,186 | +3.94% | |
| Sittner & Nelson, Llc | 0.98% | 95,451 | $3,099,294 | $3,221,471 | +$122,177 | +3.94% | |
| Sanctuary Advisors, Llc | 0.01% | 85,978 | $2,791,707 | $2,901,758 | +$110,051 | +3.94% | |
| Benjamin Edwards Inc | 0.03% | 85,573 | $2,778,543 | $2,888,089 | +$109,546 | +3.94% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 83,171 | $2,700,562 | $2,807,021 | +$106,459 | +3.94% | |
| Stifel Financial Corp | 0.00% | 81,720 | $2,653,446 | $2,758,050 | +$104,604 | +3.94% | |
| Truist Financial Corp | 0.00% | 74,404 | $2,415,908 | $2,511,135 | +$95,227 | +3.94% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 70,784 | $2,298,356 | $2,388,960 | +$90,604 | +3.94% | |
| Perennial Investment Advisors, Llc | 0.15% | 69,436 | $2,254,609 | $2,343,465 | +$88,856 | +3.94% | |
| Provident Wealth Management, Llc | 0.55% | 65,619 | $2,130,649 | $2,214,641 | +$83,992 | +3.94% | |
| Prosperity Bancshares Inc | 1.20% | 56,626 | $1,838,646 | $1,911,128 | +$72,482 | +3.94% | |
| Blackrock, Inc. | 0.00% | 56,223 | $1,825,561 | $1,897,526 | +$71,965 | +3.94% | |
| Smart Portfolios, Llc | 1.79% | 64,632 | $1,792,116 | $2,181,330 | +$389,214 | +21.72% | |
| Western Wealth Management, Llc | 0.06% | 55,095 | $1,788,937 | $1,859,456 | +$70,519 | +3.94% |
Frequently asked questions about WINN
Who owns the most WINN stock?
The largest holders of WINN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HARBOR LONG-TERM GROWERS ETF (WINN).
Is WINN widely held by superinvestors?
Many widely followed stocks like WINN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WINN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.