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Harbor Long-Term Growers ETF

93 hedge funds and large institutions have $725M invested in Harbor Long-Term Growers ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 25

34% more capital invested

Capital invested by funds: $540M → $725M (+$185M)

11% more funds holding

Funds holding: 8493 (+9)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.16% less ownership

Funds ownership: 80.42%79.26% (-1.2%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
45
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$150M +$28.3M +1,081,484 +26%
Corient Private Wealth
2
Corient Private Wealth
Florida
$101M +$21.6M +825,434 +32%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$81M -$644K -24,625 -0.9%
GSAM
4
Grant Street Asset Management
Pennsylvania
$64.2M +$327K +12,502 +0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$34.9M +$7.72M +294,829 +33%
TCM
6
Towneley Capital Management
California
$33.9M -$490K -18,732 -2%
Raymond James Financial
7
Raymond James Financial
Florida
$31.2M +$980K +37,443 +4%
WWM
8
WJ Wealth Management
Arizona
$16.5M -$217K -8,278 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.5M +$2.08M +79,595 +16%
GSWM
10
Golden State Wealth Management
California
$14.9M -$1.83M -69,735 -12%
LCM
11
Leisure Capital Management
California
$13.6M +$388K +14,836 +3%
PAG
12
Private Advisor Group
New Jersey
$12.6M +$424K +16,205 +4%
SCM
13
SOL Capital Management
Maryland
$11.7M +$1.5M +57,266 +17%
SF
14
Synovus Financial
Georgia
$10.9M +$69.9K +2,669 +0.7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.5M -$654K -24,976 -6%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$7.58M +$3.79M +144,769 +125%
ACS
17
Archford Capital Strategies
Illinois
$6.08M -$1.98M -75,472 -27%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.94M -$1.51M -57,731 -22%
AAS
19
Avantax Advisory Services
Texas
$5.4M +$297K +11,335 +7%
GSEP
20
Golden State Equity Partners
California
$5.23M -$1.07M -40,836 -19%
EH
21
Equitable Holdings
New York
$5.12M +$337K +12,875 +8%
FMN
22
Financial Management Network
California
$4.54M +$307K +11,744 +8%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.03M +$87.8K +3,356 +2%
GVAG
24
Great Valley Advisor Group
Delaware
$3.76M -$762K -29,096 -18%
Two Sigma Investments
25
Two Sigma Investments
New York
$3.46M +$3.11M +118,900 New

WINN Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Harbor Long-Term Growers ETF (WINN) for Q2 2025, worth a combined $725M — up 34% from $540M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WINN positions and 5 closed out — a net gain of 10 holders — while 45 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $28.3M. The largest seller was Archford Capital Strategies, cutting an estimated $1.98M.

  • 93 institutional investors held Harbor Long-Term Growers ETF (WINN) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $725M of Harbor Long-Term Growers ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 15 funds opened new Harbor Long-Term Growers ETF positions in Q2 2025 and 5 closed out, a net change of +10 holders.
  • The largest Harbor Long-Term Growers ETF buyer in Q2 2025 was LPL Financial, an estimated $28.3M added.
  • The largest Harbor Long-Term Growers ETF seller in Q2 2025 was Archford Capital Strategies, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2025.