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Harbor Long-Term Growers ETF
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Overview Fund Activity

66 hedge funds and large institutions have $406M invested in Harbor Long-Term Growers ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+13
Holders Change %
+24.53%
% of All Funds
0.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
17
Increased
30
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$106M
2
TCM
2
Towneley Capital Management
California
$28.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$52.6M
4
WWM
4
WJ Wealth Management
Arizona
$18.9M
5
LCM
5
Leisure Capital Management
California
$4.76M

Top Sellers

1
PWM
1
Provident Wealth Management
Tennessee
$5.26M
2
GAA
2
Global Assets Advisory
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.36M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.69M
5
AI
5
Atria Investments
North Carolina
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$106M +$28.5M +1,125,225 +37%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$52.6M +$9.14M +361,398 +21%
Corient Private Wealth
3
Corient Private Wealth
Florida
$39.9M +$1.21M +47,845 +3%
GSAM
4
Grant Street Asset Management
Pennsylvania
$34.7M +$741K +29,286 +2%
TCM
5
Towneley Capital Management
California
$28.4M +$28.4M +1,122,554 New
WWM
6
WJ Wealth Management
Arizona
$18.9M +$8.83M +349,086 +87%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$16.7M +$3.08M +121,974 +23%
GSEP
8
Golden State Equity Partners
California
$8.74M +$8.74M +345,598 New
PAG
9
Private Advisor Group
New Jersey
$8.41M +$369K +14,573 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.68M +$3.05M +120,699 +66%
EH
11
Equitable Holdings
New York
$6.93M -$1.27K -50 -0%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.45M +$1.82M +72,111 +39%
SF
13
Synovus Financial
Georgia
$5.81M +$397K +15,692 +7%
PWM
14
Provident Wealth Management
Tennessee
$5.26M -$1.73M -68,525 -25%
LCM
15
Leisure Capital Management
California
$4.76M +$4.76M +188,320 New
TCA
16
Transcend Capital Advisors
New Jersey
$4.62M -$58.4K -2,308 -1%
GVAG
17
Great Valley Advisor Group
Delaware
$4.29M +$4.29M +169,753 New
SCM
18
SOL Capital Management
Maryland
$4.18M +$1.34M +53,055 +47%
AAS
19
Avantax Advisory Services
Texas
$4.13M +$75.2K +2,972 +2%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.69M -$267K -10,551 -7%
FMN
21
Financial Management Network
California
$3.4M +$1.18M +45,082 +53%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.36M -$895K -35,382 -21%
GA
23
Geller Advisors
New York
$2.56M +$1.55M +61,208 +153%
RJA
24
Raymond James & Associates
Florida
$2.03M +$854K +33,755 +72%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$2.03M -$18K -710 -0.9%
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