H
Harbor Long-Term Growers
WINN • NYSE
Harbor Long-Term Growers is an exchange-traded fund on NYSE. As of Q3 2025, 98 institutional investors hold shares in this ETF, with total holdings valued at $809.1M. LPL Financial LLC is the largest holder with a position valued at $155.0M.
Overview
Overview of institutional ownership in WINN as of Q3 2025
All Institutions
- Institutions
- 98
- Value Held
- $809.1M
- Shares Held
- 25.9M
- Avg Position
- $8.3M
- Median Position
- $1.7M
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $4.5M
- Shares Held
- 143.5K
- Avg Position
- $2.2M
- Median Position
- $2.2M
Biggest Investors
Institutions with the largest positions in WINN as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $155.0M 0.05% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $113.2M 0.18% of portfolio |
$88.4M 0.13% of portfolio | |
 Grant Street Asset Management, Inc. RIA/Wealth | $69.0M 14.58% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $50.9M 0.02% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $38.6M 0.05% of portfolio |
 Towneley Capital Management, Inc / DE RIA/Wealth | $35.2M 7.65% of portfolio |
R ROYAL BANK OF CANADA Institution | $17.0M 0.00% of portfolio |
 Golden State Wealth Management, LLC RIA/Wealth | $15.2M 1.68% of portfolio |
 Leisure Capital Management RIA/Wealth | $14.9M 5.10% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WINN in Q3 2025
- Traded
- +$46.1M
- Buyers
- 59
- Sellers
- 22
- Total Bought
- +$63.0M
- Total Sold
- −$16.9M
- Avg Position
- $8.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$17.5M +562.2K shares |
C CI Private Wealth, LLC RIA/Wealth | +$7.6M +243.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$5.7M +184.4K shares |
 FIFTH THIRD BANCORP Institution | +$3.7M +119.1K shares |
 Wealthcare Advisory Partners LLC RIA/Wealth | +$3.5M +113.6K shares |
 ASSOCIATED BANC-CORP Institution | +$2.2M +69.5K shares |
W WCG Wealth Advisors LLC Institution | +$1.9M +61.5K shares |
+$1.9M +60.5K shares | |
 SFG Wealth Management, LLC. RIA/Wealth | +$1.7M +53.8K shares |
 Archford Capital Strategies, LLC RIA/Wealth | +$1.6M +51.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$6.0M −192.0K shares |
 WJ Wealth Management, LLC RIA/Wealth | −$5.8M −180.6K shares |
Towneley Capital Management, Inc / DE RIA/Wealth | −$1.1M −34.7K shares |
Golden State Wealth Management, LLC RIA/Wealth | −$683.9K −21.9K shares |
 Golden State Equity Partners RIA/Wealth | −$651.8K −20.9K shares |
R ROYAL BANK OF CANADA Institution | −$645.7K −20.7K shares |
G GTS SECURITIES LLC Institution | −$502.9K −16.1K shares |
 AMERIPRISE FINANCIAL INC Institution | −$316.7K −10.2K shares |
 First Heartland Consultants, Inc. RIA/Wealth | −$310.6K −10.7K shares |
S SpringVest Wealth Management LLC Institution | −$264.4K −8.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WINN in Q3 2025
- New Positions
- 6
- New Value
- $8.6M
- Exited Positions
- 2
- Exited Value
- $316.7K
New Positions
| Institution | Position Value |
|---|---|
Cetera Investment Advisers RIA/Wealth | $5.7M 184.4K shares |
ASSOCIATED BANC-CORP Institution | $2.2M 69.5K shares |
 Smart Portfolios, LLC RIA/Wealth | $391.2K 12.6K shares |
N NavPoint Financial, Inc. RIA/Wealth | $210.1K 6.7K shares |
 JPMORGAN CHASE & CO Institution | $96.0K 3.1K shares |
 Sound Income Strategies, LLC RIA/Wealth | $39.8K 1.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
First Heartland Consultants, Inc. RIA/Wealth | $310.6K 10.7K shares |
 Plante Moran Financial Advisors, LLC RIA/Wealth | $6.1K 209.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in WINN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with WINN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Grant Street Asset Management, Inc. RIA/Wealth | 14.58% $69.0M |
Towneley Capital Management, Inc / DE RIA/Wealth | 7.65% $35.2M |
WJ Wealth Management, LLC RIA/Wealth | 5.32% $12.5M |
Leisure Capital Management RIA/Wealth | 5.10% $14.9M |
Golden State Wealth Management, LLC RIA/Wealth | 1.68% $15.2M |
 SOL Capital Management CO RIA/Wealth | 1.26% $12.7M |
 Proactive Wealth Strategies LLC RIA/Wealth | 1.08% $2.5M |
Archford Capital Strategies, LLC RIA/Wealth | 0.97% $8.1M |
Golden State Equity Partners RIA/Wealth | 0.84% $4.9M |
 FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth | 0.83% $5.0M |
Hedge Fund Spotlight
Discover hedge funds investing in WINN
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
H
Position in Harbor Long-Term Growers
- Market Value
- $765.9K
- Shares Held
- 24.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
