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Harbor Long-Term Growers ETF

93 hedge funds and large institutions have $725M invested in Harbor Long-Term Growers ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $540M → $725M (+$185M)

11% more funds holding

Funds holding: 8493 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.16% less ownership

Funds ownership: 80.42%79.26% (-1.2%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
45
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$3.26M -$932K -35,619 -24%
IWM
27
IHT Wealth Management
Illinois
$3.17M +$844K +32,241 +42%
LF
28
Lantz Financial
Illinois
$3.09M +$236K +9,009 +9%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$2.9M +$2.58M +98,400 +9,609%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.81M -$40.4K -1,544 -2%
BEI
31
Benjamin Edwards Inc
Missouri
$2.47M -$18.3K -698 -0.8%
PWM
32
Provident Wealth Management
Tennessee
$2.37M -$115K -4,412 -5%
Ameriprise
33
Ameriprise
Minnesota
$2.18M +$298K +11,395 +18%
SA
34
Sanctuary Advisors
Indiana
$2.17M -$47.9K -1,832 -2%
P
35
&Partners
Tennessee
$2.17M +$97.3K +3,719 +5%
JIC
36
Joel Isaacson & Co
New York
$2.01M +$856K +32,700 +90%
PWS
37
Proactive Wealth Strategies
Georgia
$1.99M +$551K +21,037 +44%
PIA
38
Perennial Investment Advisors
California
$1.99M +$78.8K +3,011 +5%
WC
39
Waterloo Capital
Texas
$1.97M +$3.77K +144 +0.2%
CF
40
Convergence Financial
Missouri
$1.77M +$370K +14,130 +30%
CSP
41
Cary Street Partners
Virginia
$1.73M +$16.5K +632 +1%
Truist Financial
42
Truist Financial
North Carolina
$1.66M -$71.7K -2,738 -5%
BlackRock
43
BlackRock
New York
$1.64M
Stifel Financial
44
Stifel Financial
Missouri
$1.61M +$1.19M +45,657 +481%
SWP
45
Stratos Wealth Partners
Ohio
$1.6M +$417K +15,948 +41%
WWM
46
Western Wealth Management
Colorado
$1.57M +$117K +4,482 +9%
WWA
47
WCG Wealth Advisors
Nevada
$1.52M +$1.36M +52,100 New
SPIA
48
Steward Partners Investment Advisory
New York
$1.4M +$732K +27,985 +139%
TSWM
49
Tyler-Stone Wealth Management
Ohio
$1.33M +$18.3K +700 +2%
SN
50
Sittner & Nelson
Oregon
$1.23M -$68K -2,600 -6%

WINN Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q2 2025, worth a combined $725M — up 34% from $540M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WINN positions and 5 closed out — a net gain of 10 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $28.3M. The largest seller was Archford Capital Strategies, cutting an estimated $1.98M.

  • 93 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $725M of Harbor Long-Term Growers ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 15 funds opened new Harbor Long-Term Growers ETF positions in Q2 2025 and 5 closed out, a net change of +10 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q2 2025 was LPL Financial, an estimated $28.3M added.
  • The largest Harbor Long-Term Growers ETF seller in Q2 2025 was Archford Capital Strategies, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2025.