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Harbor Long-Term Growers ETF
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Overview Fund Activity

83 hedge funds and large institutions have $538M invested in Harbor Long-Term Growers ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
-2
Holders Change %
-2.35%
% 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
9
Increased
45
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$15.9M
2
Raymond James Financial
Raymond James Financial
Florida
+$6.72M
3
ACS
Archford Capital Strategies
Illinois
+$5.6M
4
LPL Financial
LPL Financial
California
+$3.12M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$5.89M
2
WWM
WJ Wealth Management
Arizona
-$4.71M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.24M
4
GS
GTS Securities
New York
-$914K
5
OMC
Old Mission Capital
Illinois
-$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$100M +$3.12M +127,444 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68.3M +$1.5M +61,257 +2%
Corient Private Wealth
3
Corient Private Wealth
Florida
$62.8M +$15.9M +648,263 +34%
GSAM
4
Grant Street Asset Management
Pennsylvania
$53.7M +$2.76M +112,570 +5%
TCM
5
Towneley Capital Management
California
$29M +$1.35M +55,210 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$25.3M +$6.72M +274,280 +36%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.1M +$2.83M +115,676 +15%
GSWM
8
Golden State Wealth Management
California
$14.2M +$435K +17,762 +3%
WWM
9
WJ Wealth Management
Arizona
$14.1M -$4.71M -192,156 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.9M +$1.27M +51,689 +12%
LCM
11
Leisure Capital Management
California
$11M +$1.3M +53,053 +13%
PAG
12
Private Advisor Group
New Jersey
$10.2M +$488K +19,930 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.42M +$1.21M +49,429 +15%
SF
14
Synovus Financial
Georgia
$9.08M +$2.01M +82,150 +28%
SCM
15
SOL Capital Management
Maryland
$8.4M +$1.18M +48,093 +16%
ACS
16
Archford Capital Strategies
Illinois
$6.97M +$5.6M +228,540 +410%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.41M +$3M +122,497 +88%
GSEP
18
Golden State Equity Partners
California
$5.4M -$435K -17,763 -7%
AAS
19
Avantax Advisory Services
Texas
$4.26M +$127K +5,178 +3%
EH
20
Equitable Holdings
New York
$3.99M -$349K -14,234 -8%
GVAG
21
Great Valley Advisor Group
Delaware
$3.87M -$6.76K -276 -0.2%
TCA
22
Transcend Capital Advisors
New Jersey
$3.62M -$140K -5,711 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.31M -$265K -10,818 -7%
FMN
24
Financial Management Network
California
$3.14M +$162K +7,366 +5%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$2.83M +$436K +17,784 +18%
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