Harbor ETF Trust - WINN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Corient Private Wealth LLC | History | Added to | 4,639,926 | 128,655 | 0.18% | 0.13% | 1 | +1,597,161 | 52.49% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 4,429,865 | 122,831 | 0.03% | 0.04% | 2 | -529,369 | -10.67% | Q1 2026 | May 06, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 2,354,165 | 65,276 | 12.58% | 14.02% | 3 | +115,939 | 5.18% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,990,191 | 55,184 | 0.02% | 0.02% | 4 | +78,268 | 4.09% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,590,662 | 44,570 | 0.09% | 0.12% | 5 | -1,284,034 | -44.67% | Q1 2026 | Apr 08, 2026 |
| AUCTUS ADVISORS LLC | History | Added to | 1,373,308 | 38,079 | 36.13% | 38.41% | 6 | +33,378 | 2.49% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,175,843 | 32,603 | 0.05% | 0.05% | 7 | -74,974 | -5.99% | Q1 2026 | Apr 27, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 1,142,388 | 31,676 | 6.63% | 7.41% | 8 | +11,734 | 1.04% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 554,554 | 15,376 | 1.68% | 1.72% | 9 | +31,311 | 5.98% | Q1 2026 | Apr 28, 2026 |
| Leisure Capital Management | History | Added to | 476,775 | 13,220 | 4.63% | 4.9% | 10 | +800 | 0.17% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | New | 437,454 | 12,130 | 0.02% | — | 11 | +437,454 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 422,301 | 11,710 | 0.09% | 0.1% | 12 | +15,525 | 3.82% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 421,544 | 11,688 | 0.02% | 0.04% | 13 | -14,769 | -3.38% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 408,722 | 11,333 | 0.05% | 0.06% | 14 | +6,789 | 1.69% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 406,810 | 11,280 | 0.0% | 0.0% | 15 | -73,689 | -15.34% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 389,830 | 10,809 | 0.21% | 0.24% | 16 | -112 | -0.03% | Q1 2026 | Apr 14, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 368,637 | 10,221 | 1.17% | 1.02% | 17 | +86,258 | 30.55% | Q1 2026 | Apr 15, 2026 |
| Lantz Financial LLC | History | Added to | 257,138 | 7,129 | 1.47% | 1.57% | 18 | +17,780 | 7.43% | Q1 2026 | Apr 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 253,419 | 7,026 | 0.03% | 0.03% | 19 | +5,985 | 2.42% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 228,030 | 6,323 | 0.01% | 0.01% | 20 | -11,193 | -4.68% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 227,162 | 6,298 | 0.0% | 0.0% | 21 | +7,612 | 3.47% | Q1 2026 | May 04, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 217,364 | 6,027 | 1.13% | 1.18% | 22 | +121,417 | 126.55% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 190,963 | 5,939 | 0.04% | 0.04% | 23 | +9,417 | 5.19% | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | Added to | 211,236 | 5,857 | 0.62% | 0.48% | 24 | +104,486 | 97.88% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | Added to | 184,254 | 5,108 | 0.39% | 0.38% | 25 | +108,792 | 144.17% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 178,894 | 4,960 | 0.01% | 0.01% | 26 | +6,526 | 3.79% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 159,540 | 4,424 | 0.01% | 0.01% | 27 | +59,691 | 59.78% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 147,730 | 4,096 | 0.1% | 0.11% | 28 | +6,192 | 4.37% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 140,598 | 3,898 | 0.1% | 0.07% | 29 | +45,542 | 47.91% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 139,990 | 3,881 | 0.0% | 0.0% | 30 | -6,188 | -4.23% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 129,147 | 3,780 | 0.58% | 0.81% | 31 | -34,983 | -21.31% | Q1 2026 | Apr 16, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 134,211 | 3,721 | 0.12% | 0.11% | 32 | +22,997 | 20.68% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 128,638 | 3,566 | 0.01% | 0.01% | 33 | -3,297 | -2.5% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 120,886 | 3,351 | 0.06% | 0.07% | 34 | +105 | 0.09% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 120,285 | 3,335 | 3.22% | 3.55% | 35 | +5,197 | 4.52% | Q1 2026 | May 05, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 119,524 | 3,314 | 0.09% | 0.15% | 36 | -57,097 | -32.33% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 112,500 | 3,119 | 0.0% | — | 37 | +112,500 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 110,188 | 3,055 | 0.24% | 0.27% | 38 | -697 | -0.63% | Q1 2026 | May 13, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 87,478 | 2,425 | 0.89% | 0.55% | 39 | +34,723 | 65.82% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 86,363 | 2,394 | 0.01% | 0.01% | 40 | +12,166 | 16.4% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 86,142 | 2,388 | 0.0% | 0.0% | 41 | -8,619 | -9.1% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 84,884 | 2,353 | 0.02% | 0.03% | 42 | +5,660 | 7.14% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 83,163 | 2,305 | 0.06% | 0.06% | 43 | +4,937 | 6.31% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 80,616 | 2,235 | 0.01% | 0.01% | 44 | -587 | -0.72% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 77,600 | 2,151 | 0.17% | 0.2% | 45 | -3,606 | -4.44% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 71,428 | 1,980 | 0.02% | 0.03% | 46 | +207 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 67,599 | 1,874 | 0.57% | 0.66% | 47 | -4,519 | -6.27% | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 66,344 | 1,839 | 0.0% | 0.0% | 48 | +25,478 | 62.35% | Q1 2026 | May 15, 2026 |
| Smart Portfolios, LLC | History | Added to | 64,632 | 1,792 | 1.79% | 1.57% | 49 | +13,913 | 27.43% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 61,967 | 1,727 | 0.01% | 0.01% | 50 | -14,639 | -19.11% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,851 | 1,687 | 0.0% | 0.0% | 51 | +7,047 | 13.1% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | No change | 56,223 | 1,558 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 55,155 | 1,529 | 0.06% | 0.08% | 53 | +882 | 1.63% | Q1 2026 | May 19, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 54,916 | 1,522 | 0.63% | 0.67% | 54 | +13 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 50,343 | 1,395 | 0.0% | 0.0% | 55 | +825 | 1.67% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 48,472 | 1,344 | 0.01% | — | 56 | +48,472 | New | Q1 2026 | May 12, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 46,760 | 1,296 | 1.04% | 1.04% | 57 | +9,612 | 25.87% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 45,564 | 1,263 | 0.0% | 0.0% | 58 | +720 | 1.61% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 39,137 | 1,085 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 38,121 | 1,057 | 0.1% | 0.11% | 60 | -184 | -0.48% | Q1 2026 | Apr 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 36,061 | 999 | 0.06% | 0.06% | 61 | +3,167 | 9.63% | Q1 2026 | Apr 29, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 32,096 | 889 | 0.42% | 4.68% | 62 | -311,686 | -90.66% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 28,136 | 780 | 0.01% | 0.01% | 63 | +11,645 | 70.61% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 27,331 | 757 | 0.01% | 0.01% | 64 | +8,268 | 43.37% | Q1 2026 | Apr 20, 2026 |
| Walsh & Associates, LLC | History | Added to | 27,193 | 754 | 0.75% | 0.71% | 65 | +4,186 | 18.19% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 26,914 | 746 | 0.22% | 0.31% | 66 | -5,774 | -17.66% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 26,560 | 736 | 0.0% | — | 67 | +26,560 | New | Q1 2026 | May 14, 2026 |
| Bill Few Associates, Inc. | History | Added to | 24,683 | 684 | 0.16% | 0.17% | 68 | +2,772 | 12.65% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | New | 20,590 | 570 | 0.0% | — | 69 | +20,590 | New | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 20,088 | 557 | 0.07% | 0.07% | 70 | +2,234 | 12.51% | Q1 2026 | Apr 17, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 18,180 | 504 | 0.2% | 0.22% | 71 | -448 | -2.4% | Q1 2026 | Apr 22, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 18,074 | 501 | 0.17% | 0.2% | 72 | -32 | -0.18% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | New | 16,523 | 458 | 0.03% | — | 73 | +16,523 | New | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,067 | 417 | 0.01% | 0.01% | 74 | +170 | 1.14% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 13,845 | 384 | 0.0% | 0.0% | 75 | -63 | -0.45% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,701 | 352 | 0.03% | 0.03% | 76 | +350 | 2.83% | Q1 2026 | Apr 30, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 12,462 | 345 | 0.12% | 0.27% | 77 | -7,095 | -36.28% | Q1 2026 | Apr 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 12,257 | 339 | 0.1% | — | 79 | +12,257 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 12,257 | 339 | 0.1% | 0.19% | 78 | -7,829 | -38.98% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,426 | 289 | 0.0% | 0.0% | 80 | -1,749 | -14.37% | Q1 2026 | May 15, 2026 |
| NavPoint Financial, Inc. | History | Added to | 10,452 | 289 | 0.12% | 0.14% | 81 | +163 | 1.58% | Q1 2026 | Apr 24, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 10,334 | 286 | 0.2% | 0.16% | 82 | +2,782 | 36.84% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | No change | 9,529 | 264 | 0.11% | 0.13% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 9,503 | 263 | 0.0% | — | 84 | +9,503 | New | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,047 | 250 | 0.0% | — | 85 | +9,047 | New | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 9,047 | 250 | 0.05% | — | 86 | +9,047 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,882 | 246 | 0.0% | 0.0% | 87 | -8,968 | -50.24% | Q1 2026 | May 12, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 8,649 | 243 | 0.07% | 0.08% | 88 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Carr Financial Group Corp | History | Reduced | 8,688 | 240 | 0.06% | 0.34% | 89 | -32,557 | -78.94% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,337 | 231 | 0.01% | 0.01% | 90 | +3 | 0.04% | Q1 2026 | May 11, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 8,175 | 226 | 0.09% | 0.11% | 91 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keystone Financial Group | History | Reduced | 7,530 | 208 | 0.01% | 0.02% | 92 | -50 | -0.66% | Q1 2026 | May 13, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 7,292 | 202 | 0.22% | 0.29% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,360 | 150 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,893 | 107 | 0.0% | 0.0% | 95 | +414 | 11.9% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,561 | 95 | 0.0% | 0.0% | 96 | +1,631 | 84.51% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,815 | 78 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | No change | 2,541 | 70 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,467 | 68 | 0.0% | 0.0% | 99 | -1,040 | -29.65% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,113 | 34 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 1,121 | 31 | 0.02% | — | 101 | +1,121 | New | Q1 2026 | May 05, 2026 |
| Manchester Capital Management LLC | History | No change | 966 | 26 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 850 | 26 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BankPlus Trust Department | History | No change | 946 | 26 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | New | 801 | 22 | 0.0% | — | 105 | +801 | New | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 724 | 20 | 0.0% | 0.0% | 106 | +119 | 19.67% | Q1 2026 | Apr 29, 2026 |
| DV EQUITIES, LLC | History | No change | 466 | 14 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 485 | 13 | 0.0% | 0.0% | 108 | -575 | -54.25% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 382 | 10 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 1.15% | — | -411,454 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.15% | — | -67,256 | -100.0% | Q1 2026 | May 12, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -58,881 | -100.0% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,916 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,773 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,467 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,345 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Frisch Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -6,890 | -100.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,626 | -100.0% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,050 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -925 | -100.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q1 2026 | May 13, 2026 |