HARBOR LONG-TERM GROWERS ETF (WINN) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $774.61M in WINN holdings during the latest filing period.
Corient Private Wealth Llc is currently the largest disclosed institutional shareholder of WINN tracked by InsiderSet, reporting ownership valued at approximately $128.66M in its March 31, 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 $149.54M, representing an estimated gain of +16.24% 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 Corient Private Wealth Llc, Lpl Financial 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
106
Total Reported Value
$774.61M
Largest Holder
Corient Private Wealth Llc
Largest Position
$128.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | 0.18% | 4,639,926 | $128,655,835 | $149,544,815 | +$20,888,980 | +16.24% | |
| Lpl Financial Llc | 0.03% | 4,429,865 | $122,831,272 | $142,774,549 | +$19,943,277 | +16.24% | |
| Grant Street Asset Management, Inc. | 12.58% | 2,354,165 | $65,276,297 | $75,874,738 | +$10,598,441 | +16.24% | |
| Raymond James Financial Inc | 0.02% | 1,990,191 | $55,184,015 | $64,143,856 | +$8,959,841 | +16.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 1,590,662 | $44,570,352 | $51,267,036 | +$6,696,684 | +15.02% | |
| Auctus Advisors Llc | 36.13% | 1,373,308 | $38,079,078 | $44,261,717 | +$6,182,639 | +16.24% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,175,843 | $32,603,790 | $37,897,420 | +$5,293,630 | +16.24% | |
| Towneley Capital Management, Inc / De | 6.63% | 1,142,388 | $31,676,134 | $36,819,165 | +$5,143,031 | +16.24% | |
| Golden State Wealth Management, Llc | 1.68% | 554,554 | $15,376,692 | $17,873,275 | +$2,496,583 | +16.24% | |
| Leisure Capital Management | 4.63% | 476,775 | $13,220,018 | $15,366,458 | +$2,146,440 | +16.24% | |
| Cerity Partners Llc | 0.02% | 437,454 | $12,130,000 | $14,099,142 | +$1,969,142 | +16.23% | |
| Pinnacle Financial Partners, Inc. | 0.09% | 422,301 | $11,710,347 | $13,610,761 | +$1,900,414 | +16.23% | |
| Fifth Third Bancorp | 0.02% | 421,544 | $11,688,572 | $13,586,363 | +$1,897,791 | +16.24% | |
| Private Advisor Group, Llc | 0.05% | 408,722 | $11,333,042 | $13,173,110 | +$1,840,068 | +16.24% | |
| Royal Bank Of Canada | 0.00% | 406,810 | $11,280,000 | $13,111,486 | +$1,831,486 | +16.24% | |
| Wealthcare Advisory Partners Llc | 0.21% | 389,830 | $10,809,220 | $12,564,221 | +$1,755,001 | +16.24% | |
| Archford Capital Strategies, Llc | 1.17% | 368,637 | $10,221,553 | $11,881,171 | +$1,659,618 | +16.24% | |
| Lantz Financial Llc | 1.47% | 257,138 | $7,129,917 | $8,287,558 | +$1,157,641 | +16.24% | |
| Kestra Advisory Services, Llc | 0.03% | 253,419 | $7,026,802 | $8,167,694 | +$1,140,892 | +16.24% | |
| Osaic Holdings, Inc. | 0.01% | 228,030 | $6,323,244 | $7,349,407 | +$1,026,163 | +16.23% | |
| Envestnet Asset Management Inc | 0.00% | 227,162 | $6,298,751 | $7,321,431 | +$1,022,680 | +16.24% | |
| Proactive Wealth Strategies Llc | 1.13% | 217,364 | $6,027,068 | $7,005,642 | +$978,574 | +16.24% | |
| Equitable Holdings, Inc. | 0.04% | 190,963 | $5,939,790 | $6,154,737 | +$214,947 | +3.62% | |
| Convergence Financial, Llc | 0.80% | 211,236 | $5,857,160 | $6,808,136 | +$950,976 | +16.24% | |
| Ascentis Independent Advisors | 0.39% | 184,254 | $5,108,995 | $5,938,506 | +$829,511 | +16.24% | |
| Cetera Investment Advisers | 0.01% | 178,894 | $4,960,365 | $5,765,754 | +$805,389 | +16.24% | |
| Iht Wealth Management, Llc | 0.10% | 147,730 | $4,096,267 | $4,761,338 | +$665,071 | +16.24% | |
| Cary Street Partners Financial Llc | 0.10% | 140,598 | $3,898,501 | $4,531,474 | +$632,973 | +16.24% | |
| Ameriprise Financial Inc | 0.00% | 139,990 | $3,881,642 | $4,511,878 | +$630,236 | +16.24% | |
| Financial Management Network Inc | 0.58% | 129,147 | $3,780,121 | $4,162,408 | +$382,287 | +10.11% | |
| Joel Isaacson & Co., Llc | 0.12% | 134,211 | $3,721,403 | $4,325,621 | +$604,218 | +16.24% | |
| Rockefeller Capital Management L.P. | 0.01% | 128,638 | $3,566,875 | $4,146,003 | +$579,128 | +16.24% | |
| Great Valley Advisor Group, Inc. | 0.06% | 120,886 | $3,351,923 | $3,896,156 | +$544,233 | +16.24% | |
| Birchwood Financial Partners, Inc. | 3.22% | 120,285 | $3,335,276 | $3,876,786 | +$541,510 | +16.24% | |
| Wcg Wealth Advisors Llc | 0.09% | 119,524 | $3,314,162 | $3,852,259 | +$538,097 | +16.24% | |
| Two Sigma Investments, Lp | 0.00% | 112,500 | $3,119,400 | $3,625,875 | +$506,475 | +16.24% | |
| Transcend Capital Advisors, Llc | 0.25% | 110,188 | $3,055,292 | $3,551,359 | +$496,067 | +16.24% | |
| Sittner & Nelson, Llc | 0.89% | 87,478 | $2,425,590 | $2,819,416 | +$393,826 | +16.24% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 86,363 | $2,394,673 | $2,783,479 | +$388,806 | +16.24% | |
| Stifel Financial Corp | 0.00% | 86,142 | $2,388,544 | $2,776,357 | +$387,813 | +16.24% | |
| Benjamin Edwards Inc | 0.02% | 84,884 | $2,353,645 | $2,735,811 | +$382,166 | +16.24% | |
| Associated Banc-Corp | 0.06% | 83,163 | $2,305,943 | $2,680,343 | +$374,400 | +16.24% | |
| Sanctuary Advisors, Llc | 0.01% | 80,616 | $2,235,322 | $2,598,254 | +$362,932 | +16.24% | |
| Perennial Investment Advisors, Llc | 0.17% | 77,600 | $2,151,702 | $2,501,048 | +$349,346 | +16.24% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 71,428 | $1,980,556 | $2,302,124 | +$321,568 | +16.24% | |
| Provident Wealth Management, Llc | 0.57% | 67,599 | $1,874,385 | $2,178,716 | +$304,331 | +16.24% | |
| Quantinno Capital Management Lp | 0.00% | 66,344 | $1,839,586 | $2,138,267 | +$298,681 | +16.24% | |
| Smart Portfolios, Llc | 1.79% | 64,632 | $1,792,116 | $2,083,089 | +$290,973 | +16.24% | |
| &Partners | 0.01% | 61,967 | $1,727,232 | $1,997,196 | +$269,964 | +15.63% | |
| Truist Financial Corp | 0.00% | 60,851 | $1,687,285 | $1,961,228 | +$273,943 | +16.24% |
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.