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
11 quarters
Holder Concentration
Across 1 13F filers · Δ vs Jun 30, 2024Top Holder
100.0%
+69.2 pts
Top 5
100.0%
+17.8 pts
Top 10
100.0%
+5.6 pts
HHI
10,000
Highly concentrated+8,031
Quarterly Activity
vs Jun 30, 2024
New
0
Increased
1
Decreased
0
Sold Out
25
Unchanged
0
Holder count:
-25
Institutional value:
+4.0%
Shares held:
-19.0%
Top Buyers
vs Jun 30, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +2,563,623 | 4,139,541 |
Top Sellers
vs Jun 30, 2024No qualifying movers this quarter.
Top New Positions
vs Jun 30, 2024No new positions this quarter.
Top Sold-Out Positions
vs Jun 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Grant Street Asset Management, Inc. | 1,371,724 | $34,690,899 | |
| Micro WJ Wealth Management, LLC | 749,109 | $18,944,966 | |
| Mid Equitable Holdings, Inc. | 274,020 | $6,929,965 | |
| Mid SYNOVUS FINANCIAL CORP | 229,556 | $5,805,471 | |
| Mid AVANTAX ADVISORY SERVICES, INC. | 163,334 | $4,130,716 |
| 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 |