WINN icon

Harbor Long-Term Growers ETF
WINN

Overview Fund Activity

71 hedge funds and large institutions have $439M invested in Harbor Long-Term Growers ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
40
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$65.4M
2
IWM
IHT Wealth Management
Illinois
$7.95M
3
LCM
Leisure Capital Management
California
$9.76M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$2.68M
5
RJA
Raymond James & Associates
Florida
$4.73M

Top Sellers

1
LPL Financial
LPL Financial
California
$89.8M
2
EH
Equitable Holdings
New York
$5.17M
3
PWM
Provident Wealth Management
Tennessee
$3.65M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.9M
5
BA
Bluesphere Advisors
Pennsylvania
$425K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
Objective Capital Management
Ohio
$3.08M +$3.08M +120,380 New
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$2.68M +$2.68M +104,521 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.26M +$946K +36,943 +72%
LF
29
Lantz Financial
Illinois
$2.12M +$581K +22,693 +38%
BEI
30
Benjamin Edwards Inc
Missouri
$2.1M +$2.1M +82,122 New
SA
31
Sanctuary Advisors
Indiana
$2M -$41K -1,525 -2%
SA
32
SpiderRock Advisors
Delaware
$1.44M +$1.44M +56,223 New
AI
33
Atria Investments
North Carolina
$1.4M -$31K -1,212 -2%
Truist Financial
34
Truist Financial
North Carolina
$1.35M +$587K +22,939 +77%
SWM
35
SFG Wealth Management
Maryland
$1.35M +$6.02K +235 +0.4%
ACS
36
Archford Capital Strategies
Illinois
$1.33M -$45.6K -1,735 -3%
WWM
37
Western Wealth Management
Colorado
$1.21M +$16.1K +629 +1%
WC
38
Waterloo Capital
Texas
$1.01M +$777K +30,344 +340%
TSWM
39
Tyler-Stone Wealth Management
Ohio
$996K +$568K +22,160 +132%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$963K +$953K +37,220 +9,328%
HighTower Advisors
41
HighTower Advisors
Illinois
$820K +$154 +6 +0%
SWP
42
Stratos Wealth Partners
Ohio
$590K +$106K +4,128 +22%
SN
43
Sittner & Nelson
Oregon
$586K +$99.1K +3,870 +20%
JIC
44
Joel Isaacson & Co
New York
$473K +$163K +6,368 +53%
SPIA
45
Steward Partners Investment Advisory
New York
$470K +$254K +9,903 +117%
AWM
46
Avaii Wealth Management
Wisconsin
$461K +$135K +5,275 +41%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$434K +$27.4K +1,068 +7%
HI
48
Harbour Investments
Wisconsin
$433K -$2.23K -87 -0.5%
BA
49
Bluesphere Advisors
Pennsylvania
$425K -$925K -36,121 -69%
FDDB
50
Fidelity D&D Bancorp
Pennsylvania
$419K – – –
1
2
3