HARBOR ETF TRUST

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WINN·41151J406·US·ETF

WINN (HARBOR ETF TRUST) is held by 39 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($144.4M), Corient Private Wealth LP ($134.4M), RAYMOND JAMES FINANCIAL INC ($88.4M). Net institutional sentiment: Mixed.

39

Holders

(4 Elite)

$598.9M

Total Value

55% (38)

Consensus

21 buying - 17 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)49

Insider (Form 4)25

Activist (13D/13G)68

Congressional (STOCK Act)65

Holder Quality

87

★★★★★

Elite

39

★★★★

Strong

15

★★★

Solid

53

★★

Below

24

★

Weak

Held by 39 funds

4 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for WINN.

Top Holders

Top Holders (39)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	4.4M(+0.4%)	$144.4M	0.0%	+47.07%	30
Corient Private Wealth LP	Decreased	4.1M(-10.8%)	$134.4M	0.2%	+37.62%	0
RAYMOND JAMES FINANCIAL INC	Increased	2.7M(+36.9%)	$88.4M	0.0%	+15.90%	39
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.7M(+9.2%)	$57.6M	0.1%	+44.75%	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1M(-11.7%)	$33.7M	0.0%	+41.10%	0
Cerity Partners LLC	Increased	476,511(+8.9%)	$15.5M	0.0%	+17.20%	31
Pinnacle Financial Partners, Inc.	Increased	435,754(+3.2%)	$14.1M	0.1%	+10.05%	29
Private Advisor Group, LLC	Decreased	395,699(-3.2%)	$12.8M	0.1%	+63.54%	0
FIFTH THIRD BANCORP	Decreased	393,256(-6.7%)	$12.8M	0.0%	+12.18%	0
ROYAL BANK OF CANADA	Decreased	303,292(-25.4%)	$9.8M	0.0%	+26.30%	0
OSAIC HOLDINGS, INC.	Increased	299,450(+31.3%)	$9.7M	0.0%	+34.78%	35
Kestra Advisory Services, LLC	Decreased	241,196(-4.8%)	$7.8M	0.0%	+11.88%	0
Rockefeller Capital Management L.P.	Increased	222,109(+72.7%)	$7.2M	0.0%	+9.04%	41
Cetera Investment Advisers	Increased	208,338(+16.5%)	$6.8M	0.0%	+10.42%	32
ENVESTNET ASSET MANAGEMENT INC	Decreased	198,819(-12.5%)	$6.5M	0.0%	+47.26%	0
Equitable Holdings, Inc.	Decreased	173,750(-9.0%)	$5.6M	0.0%	+112.21%	0
Quantinno Capital Management LP	Increased	134,273(+102.4%)	$4.4M	0.0%	+9.36%	43
AMERIPRISE FINANCIAL INC	Decreased	126,336(-9.8%)	$4.1M	0.0%	+15.88%	0
Sanctuary Advisors, LLC	Increased	85,978(+6.7%)	$2.8M	0.0%	+31.82%	28
BENJAMIN EDWARDS INC	Increased	85,573(+0.8%)	$2.8M	0.0%	+33.41%	26

Showing 1-20 of 42

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WINNHARBOR ETF TRUST

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer