WINN Institutional Ownership & Shareholders
HARBOR LONG-TERM GROWERS ETF (WINN) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $936.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $146.40M, representing an estimated gain of +1.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
110
Total Reported Value
$936.56M
Largest Holder
Lpl Financial Llc
Largest Position
$144.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
109
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 | $146,402,104 | +$2,045,096 | +1.42% | |
| Corient Private Wealth Llc | 0.19% | 4,139,541 | $134,410,925 | $136,315,085 | +$1,904,160 | +1.42% | |
| Grant Street Asset Management, Inc. | 15.80% | 2,824,805 | $96,919,045 | $93,020,829 | -$3,898,216 | -4.02% | |
| Raymond James Financial Inc | 0.02% | 2,723,551 | $88,433,702 | $89,686,534 | +$1,252,832 | +1.42% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 1,791,969 | $62,468,043 | $59,009,539 | -$3,458,504 | -5.54% | |
| Auctus Advisors Llc | 40.37% | 1,454,986 | $49,920,561 | $47,912,689 | -$2,007,872 | -4.02% | |
| Towneley Capital Management, Inc / De | 7.78% | 1,144,161 | $39,256,176 | $37,677,222 | -$1,578,954 | -4.02% | |
| Commonwealth Equity Services, Llc | 0.04% | 1,038,915 | $33,733,560 | $34,211,471 | +$477,911 | +1.42% | |
| Leisure Capital Management | 5.79% | 571,337 | $18,551,313 | $18,814,127 | +$262,814 | +1.42% | |
| Cerity Partners Llc | 0.02% | 476,511 | $15,472,561 | $15,691,507 | +$218,946 | +1.42% | |
| Archford Capital Strategies, Llc | 1.42% | 416,459 | $14,288,720 | $13,713,995 | -$574,725 | -4.02% | |
| Pinnacle Financial Partners, Inc. | 0.10% | 435,754 | $14,148,958 | $14,349,379 | +$200,421 | +1.42% | |
| Golden State Wealth Management, Llc | 1.28% | 431,368 | $14,006,516 | $14,204,948 | +$198,432 | +1.42% | |
| Private Advisor Group, Llc | 0.06% | 395,699 | $12,848,380 | $13,030,368 | +$181,988 | +1.42% | |
| Fifth Third Bancorp | 0.02% | 393,256 | $12,769,022 | $12,949,920 | +$180,898 | +1.42% | |
| Wealthcare Advisory Partners Llc | 0.21% | 361,058 | $12,387,917 | $11,889,640 | -$498,277 | -4.02% | |
| Royal Bank Of Canada | 0.00% | 303,292 | $9,848,000 | $9,987,406 | +$139,406 | +1.42% | |
| Osaic Holdings, Inc. | 0.01% | 299,450 | $9,723,332 | $9,860,889 | +$137,557 | +1.41% | |
| Lantz Financial Llc | 1.74% | 278,205 | $9,545,207 | $9,161,291 | -$383,916 | -4.02% | |
| Kestra Advisory Services, Llc | 0.03% | 241,196 | $7,831,634 | $7,942,584 | +$110,950 | +1.42% | |
| Rockefeller Capital Management L.P. | 0.01% | 222,109 | $7,211,879 | $7,314,049 | +$102,170 | +1.42% | |
| Worth Financial Advisory Group, Llc | 2.96% | 208,967 | $7,169,658 | $6,881,283 | -$288,375 | -4.02% | |
| Proactive Wealth Strategies Llc | 1.15% | 220,794 | $7,169,254 | $7,270,746 | +$101,492 | +1.42% | |
| Cetera Investment Advisers | 0.01% | 208,338 | $6,764,721 | $6,860,570 | +$95,849 | +1.42% | |
| Envestnet Asset Management Inc | 0.00% | 198,819 | $6,455,657 | $6,547,110 | +$91,453 | +1.42% | |
| Equitable Holdings, Inc. | 0.03% | 173,750 | $5,641,675 | $5,721,588 | +$79,913 | +1.42% | |
| Iht Wealth Management, Llc | 0.11% | 162,879 | $5,288,685 | $5,363,605 | +$74,920 | +1.42% | |
| Joel Isaacson & Co., Llc | 0.15% | 161,375 | $5,239,846 | $5,314,079 | +$74,233 | +1.42% | |
| Cary Street Partners Financial Llc | 0.11% | 149,328 | $4,848,680 | $4,917,371 | +$68,691 | +1.42% | |
| Quantinno Capital Management Lp | 0.01% | 134,273 | $4,359,844 | $4,421,610 | +$61,766 | +1.42% | |
| Birchwood Financial Partners, Inc. | 3.39% | 127,636 | $4,144,357 | $4,203,053 | +$58,696 | +1.42% | |
| Ameriprise Financial Inc | 0.00% | 126,336 | $4,102,130 | $4,160,244 | +$58,114 | +1.42% | |
| Great Valley Advisor Group, Inc. | 0.06% | 117,024 | $3,799,766 | $3,853,600 | +$53,834 | +1.42% | |
| Associated Banc-Corp | 0.09% | 107,250 | $3,679,747 | $3,531,743 | -$148,005 | -4.02% | |
| Transcend Capital Advisors, Llc | 0.24% | 109,318 | $3,549,554 | $3,599,842 | +$50,288 | +1.42% | |
| Financial Management Network Inc | 0.50% | 99,229 | $3,439,290 | $3,267,611 | -$171,679 | -4.99% | |
| Sittner & Nelson, Llc | 0.98% | 95,451 | $3,099,294 | $3,143,201 | +$43,907 | +1.42% | |
| Truist Financial Corp | 0.00% | 82,073 | $2,815,936 | $2,702,664 | -$113,272 | -4.02% | |
| Sanctuary Advisors, Llc | 0.01% | 85,978 | $2,791,707 | $2,831,256 | +$39,549 | +1.42% | |
| Benjamin Edwards Inc | 0.03% | 85,573 | $2,778,543 | $2,817,919 | +$39,376 | +1.42% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 83,171 | $2,700,562 | $2,738,821 | +$38,259 | +1.42% | |
| Stifel Financial Corp | 0.00% | 81,720 | $2,653,446 | $2,691,040 | +$37,594 | +1.42% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 70,784 | $2,298,356 | $2,330,917 | +$32,561 | +1.42% | |
| Perennial Investment Advisors, Llc | 0.15% | 69,436 | $2,254,609 | $2,286,527 | +$31,918 | +1.42% | |
| Prosperity Bancshares Inc | 1.20% | 56,626 | $1,838,646 | $1,864,694 | +$26,048 | +1.42% | |
| Blackrock, Inc. | 0.00% | 56,223 | $1,825,561 | $1,851,423 | +$25,862 | +1.42% | |
| Smart Portfolios, Llc | 1.79% | 64,632 | $1,792,116 | $2,128,332 | +$336,216 | +18.76% | |
| Western Wealth Management, Llc | 0.06% | 55,095 | $1,788,937 | $1,814,278 | +$25,341 | +1.42% | |
| Walsh & Associates, Llc | 1.43% | 54,015 | $1,753,870 | $1,778,714 | +$24,844 | +1.42% | |
| Provident Wealth Management, Llc | 0.59% | 48,757 | $1,672,853 | $1,605,568 | -$67,285 | -4.02% |
Frequently asked questions about WINN
Who are the largest institutional holders of WINN?
The largest institutional holders of WINN reported in the latest SEC Form 13F filings include Lpl Financial Llc, Corient Private Wealth Llc, Grant Street Asset Management, Inc., Raymond James Financial Inc, and Wealth Enhancement Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported WINN position.
What is WINN institutional ownership?
This page tracks WINN positions reported by institutional investment managers through SEC Form 13F. HARBOR LONG-TERM GROWERS ETF (WINN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WINN?
InsiderSet currently tracks 110 institutional managers reporting WINN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WINN shareholders.
How much WINN stock do institutions own?
Institutional investment managers disclosed approximately $936.56M in WINN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WINN institutional ownership last updated?
The latest WINN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WINN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WINN position after the reporting date.
Are institutions buying or selling WINN?
Institutional buying and selling can be analyzed by comparing WINN positions across consecutive 13F reporting periods. InsiderSet's WINN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WINN ownership changes.
How has WINN institutional ownership changed over time?
InsiderSet tracks WINN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.