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Harbor Long-Term Growers ETF
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Overview Fund Activity

71 hedge funds and large institutions have $439M invested in Harbor Long-Term Growers ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
9
Increased
40
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$65.4M
2
IWM
2
IHT Wealth Management
Illinois
$7.95M
3
LCM
3
Leisure Capital Management
California
$9.76M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$2.68M
5
RJA
5
Raymond James & Associates
Florida
$4.73M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$89.8M
2
EH
2
Equitable Holdings
New York
$5.17M
3
PWM
3
Provident Wealth Management
Tennessee
$3.65M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.9M
5
BA
5
Bluesphere Advisors
Pennsylvania
$425K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$89.8M -$17.1M -666,591 -16%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$65.4M +$12.1M +471,091 +23%
Corient Private Wealth
3
Corient Private Wealth
Florida
$40.7M +$304K +11,875 +0.8%
GSAM
4
Grant Street Asset Management
Pennsylvania
$37M +$1.83M +71,473 +5%
TCM
5
Towneley Capital Management
California
$29.1M +$328K +12,812 +1%
WWM
6
WJ Wealth Management
Arizona
$19.7M +$526K +20,520 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$15.9M -$987K -38,523 -6%
GSEP
8
Golden State Equity Partners
California
$10.3M +$1.45M +56,533 +16%
LCM
9
Leisure Capital Management
California
$9.76M +$4.94M +192,706 +102%
PAG
10
Private Advisor Group
New Jersey
$9M +$477K +18,614 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.68M +$2.15M +84,059 +33%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.48M +$701K +27,373 +9%
IWM
13
IHT Wealth Management
Illinois
$7.95M +$7.5M +292,940 +1,692%
SF
14
Synovus Financial
Georgia
$6.51M +$629K +24,558 +11%
EH
15
Equitable Holdings
New York
$5.17M -$1.85M -72,124 -26%
SCM
16
SOL Capital Management
Maryland
$4.88M +$653K +25,505 +15%
RJA
17
Raymond James & Associates
Florida
$4.73M +$2.67M +104,267 +130%
TCA
18
Transcend Capital Advisors
New Jersey
$4.66M -$16.2K -634 -0.3%
GVAG
19
Great Valley Advisor Group
Delaware
$4.42M +$72.2K +2,819 +2%
AAS
20
Avantax Advisory Services
Texas
$4.32M +$134K +5,236 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.76M +$361K +14,111 +11%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.76M +$21.4K +834 +0.6%
PWM
23
Provident Wealth Management
Tennessee
$3.65M -$1.68M -65,421 -31%
FMN
24
Financial Management Network
California
$3.41M +$63.7K +2,485 +2%
GA
25
Geller Advisors
New York
$3.23M +$637K +24,892 +25%
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