13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
WINN

Harbor Long Term Growers ETF

117 institutions still hold Harbor Long Term Growers ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 41151j406·117 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.2%
vs prior quarter
13F value held
$656M
60.0% inst. owned
of float
Holders
117
+78 QoQ
filers reporting
Activity
+35 / −38
+851 added · −768 reduced
this quarter
Concentration
19.60%
Corient Private Wealth LLC #1
top holder share
AI Holders Summary · Q1 2026

117 institutions reported WINN in Q1 2026. Corient Private Wealth LLC leads at 19.6% of the visible book. +78 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Corient Private Wealth LLC
CIK 0001948780
$129M4.6M0.18%Q1 202602
LPL Financial LLC
CIK 0001403438
$123M4.4M0.03%Q1 202603
Grant Street Asset Management, Inc.
CIK 0001740642
$65M2.4M12.58%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$55M2.0M0.02%Q1 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$45M1.6M0.09%Q1 202606
AUCTUS ADVISORS LLC
CIK 0002042516
$42M1.3M38.41%Q4 202507
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$33M1.2M0.05%Q1 202608
Towneley Capital Management, Inc / DE
CIK 0002004980
$32M1.1M6.63%Q1 202609
Golden State Wealth Management, LLC
CIK 0001776033
$15M555K1.68%Q1 202610
Leisure Capital Management
CIK 0001631507
$13M477K4.63%Q1 202611
Cerity Partners LLC
CIK 0001566475
$12M437K0.02%Q1 202612
SYNOVUS FINANCIAL CORP
CIK 0000018349
$12M384K0.14%Q3 202513
Pinnacle Financial Partners, Inc.
CIK 0002082866
$12M422K0.09%Q1 202614
FIFTH THIRD BANCORP
CIK 0000035527
$12M422K0.02%Q1 202615
Private Advisor Group, LLC
CIK 0001567755
$11M409K0.05%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$11M407K0.00%Q1 202617
Wealthcare Advisory Partners LLC
CIK 0001683059
$11M390K0.21%Q1 202618
Archford Capital Strategies, LLC
CIK 0001606609
$10M369K1.17%Q1 202619
Lantz Financial LLC
CIK 0001766883
$7M257K1.47%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$7M253K0.03%Q1 2026
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