WINN · Harbor Long-Term Growers ETF ETF
$33.63
-0.18 (-0.53%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $134,410,896
Total Shares: 4,139,541
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2023Top Holder
100.0%
+67.2 pts
Top 5
100.0%
+15.6 pts
Top 10
100.0%
+1.6 pts
HHI
10,000
Highly concentrated+8,023
Quarterly Activity
vs Mar 31, 2023
New
0
Increased
1
Decreased
0
Sold Out
13
Unchanged
0
Holder count:
-13
Institutional value:
+207.6%
Shares held:
+52.7%
Top Buyers
vs Mar 31, 2023| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +3,251,047 | 4,139,541 |
Top Sellers
vs Mar 31, 2023No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2023No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Grant Street Asset Management, Inc. | 651,742 | $10,506,081 | |
| Mid Equitable Holdings, Inc. | 304,164 | $4,903,123 | |
| Mega LPL Financial LLC | 260,664 | $4,201,903 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 182,869 | $2,947,848 | |
| Mid SYNOVUS FINANCIAL CORP | 157,828 | $2,544,187 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC WINN | $134,410,896 | 100.00% | 4,139,541 | Shares | 2026-08-27 |