Evid Invest
Who owns WINNWhat WINN owns — n/a

Who owns Harbor Long-Term Growers ETF (WINN)?

Institutional ownership of WINN from SEC Form 13F filings across 80 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

80

13F holders

$675.2M

value, 2026 filers

60%

of shares outstanding (21.1M sh)

14

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of WINN's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1LPL Financial LLC4.4M$144.4M0.0%12.6%+0.4%
2Corient Private Wealth LP4.1M$134.5M0.2%11.8%-10.7%
3RAYMOND JAMES FINANCIAL INC2.7M$88.4M0.0%7.7%+36.8%
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.7M$57.6M0.1%4.9%+9.2%
5COMMONWEALTH EQUITY SERVICES, LLC1.0M$33.7M0.0%3%-11.6%
6Cerity Partners LLC476,511$15.5M0.0%1.4%+8.9%
7Pinnacle Financial Partners, Inc.435,754$14.1M0.1%1.2%+3.2%
8Golden State Wealth Management, LLC431,368$14.0M1.3%1.2%-22.2%
9Convergence Financial, LLC402,966$13.1M1.0%1.1%+90.8%
10FIFTH THIRD BANCORP393,256$12.8M0.0%1.1%-6.7%
11Archford Capital Strategies, LLC374,455$12.2M1.2%1.1%+1.6%
12Wealthcare Advisory Partners LLC371,874$12.1M0.2%1.1%-4.6%
13Cambridge Investment Research Advisors, Inc.329,926$10,7120.0%0.9%+106.8%
14ROYAL BANK OF CANADA303,292$9.8M0.0%0.9%-25.4%
15OSAIC HOLDINGS, INC.299,450$9.7M0.0%0.9%+31.3%
16Kestra Advisory Services, LLC241,196$7.8M0.0%0.7%-4.8%
17Rockefeller Capital Management L.P.222,109$7.2M0.0%0.6%+72.7%
18Cetera Investment Advisers208,338$6.8M0.0%0.6%+16.5%
19ENVESTNET ASSET MANAGEMENT INC198,819$6.5M0.0%0.6%-12.5%
20IHT Wealth Management, LLC162,879$5.3M0.1%0.5%+10.3%
21CARY STREET PARTNERS FINANCIAL LLC149,328$4.8M0.1%0.4%+6.2%
22Quantinno Capital Management LP134,273$4.4M0.0%0.4%+102.4%
23AMERIPRISE FINANCIAL INC126,336$4.1M0.0%0.4%-9.8%
24GREAT VALLEY ADVISOR GROUP, INC.117,024$3.8M0.1%0.3%-3.2%
25TRANSCEND CAPITAL ADVISORS, LLC109,318$3.5M0.2%0.3%-0.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.