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Harbor Long-Term Growers ETF

85 hedge funds and large institutions have $556M invested in Harbor Long-Term Growers ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
37
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$108M +$12.2M +449,955 +13%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$74.2M +$4.72M +173,408 +7%
GSAM
3
Grant Street Asset Management
Pennsylvania
$56.6M +$17.3M +637,273 +44%
Corient Private Wealth
4
Corient Private Wealth
Florida
$52.1M +$8.93M +328,632 +21%
TCM
5
Towneley Capital Management
California
$30.7M -$185K -6,809 -0.6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$21.4M +$4.49M +165,185 +27%
WWM
7
WJ Wealth Management
Arizona
$20.9M -$75.3K -2,767 -0.4%
Raymond James Financial
8
Raymond James Financial
Florida
$20.7M +$20.7M +759,642 New
GSWM
9
Golden State Wealth Management
California
$15.3M +$15.3M +562,345 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.8M +$10.8M +396,794 +1,055%
LCM
11
Leisure Capital Management
California
$10.8M +$458K +16,845 +4%
PAG
12
Private Advisor Group
New Jersey
$10.8M +$1.23M +45,140 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.11M +$100K +3,692 +1%
IWM
14
IHT Wealth Management
Illinois
$8.62M +$178K +6,555 +2%
SCM
15
SOL Capital Management
Maryland
$8.02M +$2.83M +104,162 +55%
SF
16
Synovus Financial
Georgia
$7.85M +$933K +34,277 +13%
GSEP
17
Golden State Equity Partners
California
$6.48M -$4.47M -164,109 -41%
EH
18
Equitable Holdings
New York
$4.82M -$677K -24,881 -12%
AAS
19
Avantax Advisory Services
Texas
$4.6M +$8.68K +319 +0.2%
GVAG
20
Great Valley Advisor Group
Delaware
$4.31M -$388K -14,269 -8%
TCA
21
Transcend Capital Advisors
New Jersey
$4.17M -$782K -28,733 -16%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.97M -$20.7K -762 -0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.79M -$215K -7,903 -5%
FMN
24
Financial Management Network
California
$3.75M +$74.8K +2,707 +2%
GA
25
Geller Advisors
New York
$3.44M +$3.59K +132 +0.1%