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Harbor Long-Term Growers ETF
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Overview Fund Activity

29 hedge funds and large institutions have $81.5M invested in Harbor Long-Term Growers ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
29
Holders Change
+8
Holders Change %
+38.1%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
14
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$16.8M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$21.2M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.78M
4
TCA
4
Transcend Capital Advisors
New Jersey
$1.66M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.44M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$21.2M +$4.74M +255,830 +29%
LPL Financial
2
LPL Financial
California
$16.8M +$11.9M +642,947 +247%
GSAM
3
Grant Street Asset Management
Pennsylvania
$12.8M +$743K +40,088 +6%
EH
4
Equitable Holdings
New York
$5.85M +$208K +11,217 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.44M +$1.05M +56,578 +31%
SF
6
Synovus Financial
Georgia
$3.06M +$133K +7,154 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.78M +$1.83M +98,850 +193%
PAG
8
Private Advisor Group
New Jersey
$2.43M +$185K +9,968 +8%
AAS
9
Avantax Advisory Services
Texas
$2.25M +$533K +28,758 +31%
TCA
10
Transcend Capital Advisors
New Jersey
$1.66M +$1.66M +89,706 New
SCM
11
SOL Capital Management
Maryland
$1.53M +$227K +12,255 +17%
AI
12
Atria Investments
North Carolina
$1.04M +$1.04M +55,918 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$973K +$17.4K +938 +2%
SWM
14
SFG Wealth Management
Maryland
$891K +$891K +48,073 New
HighTower Advisors
15
HighTower Advisors
Illinois
$593K +$11.5K +621 +2%
LF
16
Lantz Financial
Illinois
$486K +$169K +9,108 +53%
FMN
17
Financial Management Network
California
$435K +$435K +23,440 New
WGCA
18
Wolf Group Capital Advisors
Virginia
$316K – – –
FFG
19
Frisch Financial Group
New York
$282K – – –
SN
20
Sittner & Nelson
Oregon
$276K – – –
HI
21
Harbour Investments
Wisconsin
$237K -$1.67K -90 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$212K +$212K +11,456 New
WIP
23
WealthCare Investment Partners
Rhode Island
$208K +$14.1K +758 +7%
Two Sigma Investments
24
Two Sigma Investments
New York
$204K +$204K +11,000 New
FHC
25
First Heartland Consultants
Missouri
$194K +$194K +10,489 New
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