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Harbor Long-Term Growers ETF
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Overview Fund Activity

83 hedge funds and large institutions have $538M invested in Harbor Long-Term Growers ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
45
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$15.9M
2
Raymond James Financial
Raymond James Financial
Florida
+$6.72M
3
ACS
Archford Capital Strategies
Illinois
+$5.6M
4
LPL Financial
LPL Financial
California
+$3.12M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$5.89M
2
WWM
WJ Wealth Management
Arizona
-$4.71M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.24M
4
GS
GTS Securities
New York
-$914K
5
OMC
Old Mission Capital
Illinois
-$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.4M -$507K -20,673 -17%
LF
27
Lantz Financial
Illinois
$2.38M +$220K +8,982 +10%
PWM
28
Provident Wealth Management
Tennessee
$2.11M -$484K -19,771 -19%
BEI
29
Benjamin Edwards Inc
Missouri
$2.09M +$124K +5,072 +6%
IWM
30
IHT Wealth Management
Illinois
$1.87M -$5.89M -240,370 -76%
P
31
&Partners
Tennessee
$1.75M +$920K +37,122 +111%
WC
32
Waterloo Capital
Texas
$1.65M +$116K +4,753 +8%
PIA
33
Perennial Investment Advisors
California
$1.6M +$1.27M +52,012 +391%
Ameriprise
34
Ameriprise
Minnesota
$1.56M -$33.1K -1,351 -2%
MGIA
35
Moneta Group Investment Advisors
Missouri
$1.5M +$1.03M +41,896 +216%
Truist Financial
36
Truist Financial
North Carolina
$1.46M +$135K +5,501 +10%
CSP
37
Cary Street Partners
Virginia
$1.44M -$1.47K -60 -0.1%
BlackRock
38
BlackRock
New York
$1.38M – – –
WWM
39
Western Wealth Management
Colorado
$1.21M +$35.4K +1,444 +3%
PWS
40
Proactive Wealth Strategies
Georgia
$1.16M +$837K +34,170 +258%
CF
41
Convergence Financial
Missouri
$1.14M +$668K +27,282 +142%
TSWM
42
Tyler-Stone Wealth Management
Ohio
$1.11M +$98K +4,000 +10%
SWM
43
SFG Wealth Management
Maryland
$1.1M -$205K -8,374 -16%
SN
44
Sittner & Nelson
Oregon
$1.1M +$147K +6,000 +16%
MNBTD
45
Moody National Bank Trust Division
Texas
$1M +$149K +6,101 +18%
SWP
46
Stratos Wealth Partners
Ohio
$951K +$307K +12,549 +48%
JIC
47
Joel Isaacson & Co
New York
$894K +$295K +12,035 +49%
WFAG
48
Worth Financial Advisory Group
North Carolina
$804K +$361K +14,728 +81%
HighTower Advisors
49
HighTower Advisors
Illinois
$790K +$3.9K +159 +0.5%
AI
50
Atria Investments
North Carolina
$648K -$15.9K -650 -2%
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