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Harbor Long-Term Growers ETF

38 hedge funds and large institutions have $189M invested in Harbor Long-Term Growers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
20
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$49M +$15.6M +754,444 +47%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$33.8M +$1.92M +92,961 +6%
Corient Private Wealth
3
Corient Private Wealth
Florida
$31.5M +$3.78M +183,085 +14%
GSAM
4
Grant Street Asset Management
Pennsylvania
$15.8M +$1.11M +53,814 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.91M +$1.36M +65,665 +24%
EH
6
Equitable Holdings
New York
$6.6M -$26K -1,257 -0.4%
PAG
7
Private Advisor Group
New Jersey
$5.72M +$1.99M +96,213 +53%
WWM
8
WJ Wealth Management
Arizona
$5.29M +$5.29M +255,989 New
SF
9
Synovus Financial
Georgia
$3.95M +$253K +12,230 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.34M +$3.34M +161,522 New
MML Investors Services
11
MML Investors Services
Massachusetts
$3.18M +$3.18M +153,821 New
TCA
12
Transcend Capital Advisors
New Jersey
$3.07M +$97.5K +4,716 +3%
AAS
13
Avantax Advisory Services
Texas
$2.96M +$205K +9,911 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.93M -$361K -17,473 -11%
SCM
15
SOL Capital Management
Maryland
$1.83M +$23K +1,113 +1%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.67M +$209K +10,129 +14%
FMN
17
Financial Management Network
California
$1.29M +$536K +26,612 +71%
AI
18
Atria Investments
North Carolina
$1.23M -$29.5K -1,426 -2%
SWM
19
SFG Wealth Management
Maryland
$1.02M +$28.3K +1,369 +3%
LF
20
Lantz Financial
Illinois
$869K +$110K +5,298 +14%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$812K +$812K +39,297 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$676K +$156K +7,542 +30%
HighTower Advisors
23
HighTower Advisors
Illinois
$662K +$145 +7 +0%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$496K +$496K +23,972 New
CIA
25
Concurrent Investment Advisors
Florida
$461K +$461K +22,280 New