WINN Institutional Ownership
Harbor Long-Term Growers ETF (WINN)
1W: +0.3%
1M: +4.2%
3M: +5.4%
YTD: +11.8%
1Y: +10.6%
3Y: +96.4%
$34.66
+0.39 (+1.14%)
Weekly Expected Move ±1.8%
$33
$34
$35
$35
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WINN
126
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
943M
Total Invested
22
New Positions
45
Increased
43
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (135 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,445,858 | $154M | +15,993 | +0.4% | 16Q | SEC ↗ |
| 2 | Corient Private Wealth LP | 4,139,541 | $143M | -500,385 | -10.8% | 15Q | SEC ↗ |
| 3 | Grant Street Asset Management, Inc. | 2,780,931 | $96M | +426,766 | +18.1% | 16Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 2,723,551 | $94M | +733,360 | +36.8% | 7Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,736,919 | $60M | +146,257 | +9.2% | 12Q | SEC ↗ |
| 6 | AUCTUS ADVISORS LLC | 1,414,610 | $49M | +41,302 | +3.0% | 3Q | SEC ↗ |
| 7 | Towneley Capital Management, Inc / DE | 1,146,114 | $40M | +3,726 | +0.3% | 9Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 1,038,915 | $36M | -136,928 | -11.6% | 18Q | SEC ↗ |
| 9 | Leisure Capital Management | 571,337 | $20M | +94,562 | +19.8% | 9Q | SEC ↗ |
| 10 | Cerity Partners LLC | 476,511 | $17M | +39,057 | +8.9% | 2Q | SEC ↗ |
| 11 | Pinnacle Financial Partners, Inc. | 435,754 | $15M | +13,453 | +3.2% | 3Q | SEC ↗ |
| 12 | Golden State Wealth Management, LLC | 431,368 | $15M | -123,186 | -22.2% | 7Q | SEC ↗ |
| 13 | Convergence Financial, LLC | 402,966 | $14M | +191,730 | +90.8% | 7Q | SEC ↗ |
| 14 | Private Advisor Group, LLC | 395,699 | $14M | -13,023 | -3.2% | 15Q | SEC ↗ |
| 15 | FIFTH THIRD BANCORP | 393,256 | $14M | -28,288 | -6.7% | 10Q | SEC ↗ |
| 16 | Archford Capital Strategies, LLC | 374,455 | $13M | +5,818 | +1.6% | 9Q | SEC ↗ |
| 17 | Wealthcare Advisory Partners LLC | 371,874 | $13M | -17,956 | -4.6% | 8Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 303,292 | $11M | -103,518 | -25.4% | 9Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 299,450 | $10M | +71,420 | +31.3% | 18Q | SEC ↗ |
| 20 | Lantz Financial LLC | 274,193 | $10M | +17,055 | +6.6% | 14Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 241,196 | $8M | -12,223 | -4.8% | 7Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 222,109 | $8M | +93,471 | +72.7% | 7Q | SEC ↗ |
| 23 | Proactive Wealth Strategies LLC | 220,794 | $8M | +3,430 | +1.6% | 7Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 208,338 | $7M | +29,444 | +16.5% | 4Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 198,819 | $7M | -28,343 | -12.5% | 11Q | SEC ↗ |
| 26 | Worth Financial Advisory Group, LLC NEW | 196,306 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Equitable Holdings, Inc. | 173,750 | $6M | -17,213 | -9.0% | 15Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 164,963 | $6M | +5,423 | +3.4% | 13Q | SEC ↗ |
| 29 | IHT Wealth Management, LLC | 162,879 | $6M | +15,149 | +10.3% | 9Q | SEC ↗ |
| 30 | Joel Isaacson & Co., LLC | 161,375 | $6M | +27,164 | +20.2% | 9Q | SEC ↗ |
| 31 | CARY STREET PARTNERS FINANCIAL LLC | 149,328 | $5M | +8,730 | +6.2% | 7Q | SEC ↗ |
| 32 | Quantinno Capital Management LP | 134,273 | $5M | +67,929 | +102.4% | 3Q | SEC ↗ |
| 33 | Birchwood Financial Partners, Inc. | 127,636 | $4M | +7,351 | +6.1% | 3Q | SEC ↗ |
| 34 | AMERIPRISE FINANCIAL INC | 126,336 | $4M | -13,654 | -9.8% | 7Q | SEC ↗ |
| 35 | GREAT VALLEY ADVISOR GROUP, INC. | 117,024 | $4M | -3,862 | -3.2% | 9Q | SEC ↗ |
| 36 | TRANSCEND CAPITAL ADVISORS, LLC | 109,318 | $4M | -870 | -0.8% | 13Q | SEC ↗ |
| 37 | FINANCIAL MANAGEMENT NETWORK INC | 99,249 | $3M | -29,898 | -23.2% | 13Q | SEC ↗ |
| 38 | Associated Banc-Corp | 96,238 | $3M | +13,075 | +15.7% | 4Q | SEC ↗ |
| 39 | SITTNER & NELSON, LLC | 95,451 | $3M | +7,973 | +9.1% | 17Q | SEC ↗ |
| 40 | Sanctuary Advisors, LLC | 85,978 | $3M | +5,362 | +6.7% | 9Q | SEC ↗ |
| 41 | BENJAMIN EDWARDS INC | 85,573 | $3M | +689 | +0.8% | 8Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 83,171 | $3M | -3,192 | -3.7% | 9Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 81,720 | $3M | -4,422 | -5.1% | 6Q | SEC ↗ |
| 44 | Copper Harbor Investment Advisors, LLC NEW | 81,276 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 74,404 | $3M | +13,553 | +22.3% | 10Q | SEC ↗ |
| 46 | Stratos Wealth Partners, LTD. | 70,784 | $2M | -644 | -0.9% | 10Q | SEC ↗ |
| 47 | Perennial Investment Advisors, LLC | 69,436 | $2M | -8,164 | -10.5% | 7Q | SEC ↗ |
| 48 | Provident Wealth Management, LLC | 65,619 | $2M | -1,980 | -2.9% | 10Q | SEC ↗ |
| 49 | Smart Portfolios, LLC | 64,632 | $2M | +13,913 | +27.4% | 3Q | SEC ↗ |
| 50 | Rose Capital Advisors LLC NEW | 63,445 | $2M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Worth Financial Advisory Group, LLC | 196,306 | $7M |
| Copper Harbor Investment Advisors, | 81,276 | $3M |
| Rose Capital Advisors LLC | 63,445 | $2M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 43,000 | $1M |
| Legacy Trust | 18,872 | $654K |
| Foster Victor Wealth Advisors, LLC | 18,146 | $629K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,691 | $475K |
| Carolina Wealth Management Inc | 13,248 | $459K |
| GTS SECURITIES LLC | 13,125 | $455K |
| Callan Family Office, LLC | 12,745 | $442K |
| Markowski Investments | 6,992 | $242K |
| Frisch Financial Group, Inc. | 6,890 | $239K |
| Vise Technologies, Inc. | 6,890 | $239K |
| Integrated Wealth Concepts LLC | 5,156 | $179K |
| JPMORGAN CHASE & CO | 2,859 | $99K |
| IFG Advisory, LLC | 2,657 | $92K |
| Fourth Dimension Wealth, LLC | 1,840 | $64K |
| CWM, LLC | 801 | $28K |
| PNC Financial Services Group, Inc. | 590 | $20K |
| Global Retirement Partners, LLC | 200 | $7K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 184,254 | $6M |
| TWO SIGMA INVESTMENTS, LP | 112,500 | $4M |
| Waterloo Capital, L.P. | 67,256 | $2M |
| Mariner, LLC | 50,343 | $2M |
| Independent Advisor Alliance | 48,472 | $2M |
| CAPTRUST FINANCIAL ADVISORS | 26,560 | $921K |
| HRT FINANCIAL LP | 21,916 | $760K |
| United Advisor Group, LLC | 20,088 | $696K |
| Thrivent Financial for Lutherans | 13,467 | $467K |
| Lloyd Advisory Services, LLC. | 12,257 | $425K |
| Carr Financial Group Corp | 8,688 | $301K |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,345 | $289K |
| Savvy Advisors, Inc. | 8,337 | $289K |
| Keystone Financial Group | 7,530 | $261K |
| CITADEL ADVISORS LLC | 6,626 | $230K |
| Wall Street Financial Group, Inc. | 1,121 | $39K |
| Ankerstar Wealth, LLC | 1,050 | $36K |
| UBS Group AG | 925 | $32K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +733,360 | +36.8% | 2,723,551 |
| Grant Street Asset Management, Inc. | +426,766 | +18.1% | 2,780,931 |
| Convergence Financial, LLC | +191,730 | +90.8% | 402,966 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +146,257 | +9.2% | 1,736,919 |
| Leisure Capital Management | +94,562 | +19.8% | 571,337 |
| Rockefeller Capital Management L.P. | +93,471 | +72.7% | 222,109 |
| OSAIC HOLDINGS, INC. | +71,420 | +31.3% | 299,450 |
| Quantinno Capital Management LP | +67,929 | +102.4% | 134,273 |
| AUCTUS ADVISORS LLC | +41,302 | +3.0% | 1,414,610 |
| Cerity Partners LLC | +39,057 | +8.9% | 476,511 |
| Cetera Investment Advisers | +29,444 | +16.5% | 208,338 |
| Joel Isaacson & Co., LLC | +27,164 | +20.2% | 161,375 |
| Walsh & Associates, LLC | +26,822 | +98.6% | 54,015 |
| Lantz Financial LLC | +17,055 | +6.6% | 274,193 |
| LPL Financial LLC | +15,993 | +0.4% | 4,445,858 |
| Bluesphere Advisors LLC | +15,515 | +124.5% | 27,977 |
| IHT Wealth Management, LLC | +15,149 | +10.3% | 162,879 |
| Smart Portfolios, LLC | +13,913 | +27.4% | 64,632 |
| TRUIST FINANCIAL CORP | +13,553 | +22.3% | 74,404 |
| Pinnacle Financial Partners, Inc. | +13,453 | +3.2% | 435,754 |