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Harbor Long-Term Growers ETF

31 hedge funds and large institutions have $128M invested in Harbor Long-Term Growers ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
20
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$28.8M +$12.7M +711,438 +79%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$27.5M +$27.5M +1,543,169 New
Corient Private Wealth
3
Corient Private Wealth
Florida
$24M +$3.55M +198,738 +17%
GSAM
4
Grant Street Asset Management
Pennsylvania
$12.7M +$343K +19,201 +3%
EH
5
Equitable Holdings
New York
$5.72M +$93.2K +5,224 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.8M +$523K +29,314 +12%
PAG
7
Private Advisor Group
New Jersey
$3.22M +$880K +49,352 +38%
SF
8
Synovus Financial
Georgia
$3.19M +$243K +13,638 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.84M +$164K +9,189 +6%
TCA
10
Transcend Capital Advisors
New Jersey
$2.56M +$962K +53,946 +60%
AAS
11
Avantax Advisory Services
Texas
$2.38M +$212K +11,895 +10%
SCM
12
SOL Capital Management
Maryland
$1.56M +$88K +4,932 +6%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$1.26M +$326K +18,242 +35%
AI
14
Atria Investments
North Carolina
$1.09M +$88.6K +4,964 +9%
SWM
15
SFG Wealth Management
Maryland
$858K
FMN
16
Financial Management Network
California
$668K +$248K +13,860 +59%
LF
17
Lantz Financial
Illinois
$655K +$188K +10,534 +40%
HighTower Advisors
18
HighTower Advisors
Illinois
$571K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$449K +$245K +13,725 +120%
HI
20
Harbour Investments
Wisconsin
$339K +$111K +6,198 +48%
Citadel Advisors
21
Citadel Advisors
Florida
$335K +$335K +18,756 New
WGCA
22
Wolf Group Capital Advisors
Virginia
$306K -$15K -843 -5%
PWA
23
Phoenix Wealth Advisors
North Carolina
$286K +$286K +16,030 New
FFG
24
Frisch Financial Group
New York
$271K -$18 -1 -0%
SN
25
Sittner & Nelson
Oregon
$266K