HARBOR ETF TRUST

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WINN·41151J406·US·etf·Unknown - Unknown

LONG TERM GROWER

WINN (HARBOR ETF TRUST) is held by 39 institutional investors as of Q1 2026. Largest holders: Corient Private Wealth LLC ($128.7M), LPL Financial LLC ($122.8M), RAYMOND JAMES FINANCIAL INC ($55.2M). Net institutional sentiment: Mixed.

39

Holders

Avg rating(8 Elite)

$505.7M

Total Value

52% (45)

Fund Consensus

22 buying - 20 selling

Smart Money Verdict

View all

47Weak MomentumSingle Source

Institutional (13F)47

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how WINN's score breaks down across 4 SEC sources

Holder Quality

8

★★★★★

Elite

15

★★★★

Strong

12

★★★

Solid

8

★★

Below

2

★

Weak

Held by 39 funds

8 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (39)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Corient Private Wealth LLC	Increased	4.6M(+52.5%)	$128.7M	0.2%	+30.77%	50
LPL Financial LLC	Decreased	4.4M(-10.7%)	$122.8M	0.0%	+39.13%	0
RAYMOND JAMES FINANCIAL INC	Increased	2M(+4.1%)	$55.2M	0.0%	+13.32%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.6M(-44.7%)	$44.6M	0.1%	+51.15%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.2M(-6.0%)	$32.6M	0.0%	+33.70%	0
Cerity Partners LLC	New	437,454	$12.1M	0.0%	+11.72%	39
Pinnacle Financial Partners, Inc.	Increased	422,301(+3.8%)	$11.7M	0.1%	+4.04%	29
FIFTH THIRD BANCORP	Decreased	421,544(-3.4%)	$11.7M	0.0%	+5.93%	0
Private Advisor Group, LLC	Increased	408,722(+1.7%)	$11.3M	0.1%	+54.25%	28
ROYAL BANK OF CANADA	Decreased	406,810(-15.3%)	$11.3M	0.0%	+18.71%	0
Kestra Advisory Services, LLC	Increased	253,419(+2.4%)	$7M	0.0%	+5.64%	28
OSAIC HOLDINGS, INC.	Decreased	228,030(-4.7%)	$6.3M	0.0%	+41.65%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	227,162(+3.5%)	$6.3M	0.0%	+39.05%	28
Equitable Holdings, Inc.	Increased	190,963(+5.2%)	$5.9M	0.0%	+99.55%	29
Cetera Investment Advisers	Increased	178,894(+3.8%)	$5M	0.0%	+4.98%	28
AMERIPRISE FINANCIAL INC	Decreased	139,990(-4.2%)	$3.9M	0.0%	+9.42%	0
Rockefeller Capital Management L.P.	Decreased	128,638(-2.5%)	$3.6M	0.0%	+5.13%	0
TWO SIGMA INVESTMENTS, LP	New	112,500	$3.1M	0.0%	+11.72%	37
Steward Partners Investment Advisory, LLC	Increased	86,363(+16.4%)	$2.4M	0.0%	+12.60%	30
STIFEL FINANCIAL CORP	Decreased	86,142(-9.1%)	$2.4M	0.0%	+10.66%	0

Showing 1-20 of 45

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer