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Disclosery

WINN HARBOR ETF TRUST

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LONG TERM GROWER (fund)

105 managers (106 13F filers) reported a position in WINN shares at 2026-03-31, 28,061,401 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
105
13F filers
106
New
12
Added
50
Reduced
32
Sold out
12
Shares held by filers
28,061,401

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Corient Private Wealth LPin group Corient Private Wealth LP4,639,926$129M0.18%-364,47213F-HRTimelineGroup
LPL Financial LLC4,429,865$123M0.03%-529,36913F-HRTimeline
Grant Street Asset Management, Inc.2,354,165$65.3M12.58%+115,93913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,990,191$55.2M0.02%+78,26813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,590,662$44.6M0.1%-1,284,03413F-HRTimeline
AUCTUS ADVISORS LLC1,373,308$38.1M36.13%+33,37813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,175,843$32.6M0.05%-74,97413F-HRTimeline
Towneley Capital Management, Inc / DE1,142,388$31.7M6.63%+11,73413F-HRTimeline
Golden State Wealth Management, LLC554,554$15.4M1.68%+31,31113F-HRTimeline
Leisure Capital Management476,775$13.2M4.63%+80013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC437,454$12.1M0.02%new13F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …422,301$11.7M0.09%+15,52513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…421,544$11.7M0.02%-14,76913F-HRTimelineGroup
Private Advisor Group, LLC408,722$11.3M0.05%+6,78913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA406,810$11.3M<0.01%-73,68913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …389,830$10.8M0.21%-11213F-HRTimelineGroup
Archford Capital Strategies, LLC368,637$10.2M1.17%+86,25813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding280,750$7.78M+14,253Timeline
Lantz Financial LLC257,138$7.13M1.47%+17,78013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.228,030$6.32M0.01%-11,19313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC227,162$6.3M<0.01%+7,61213F-HRTimelineGroup
Proactive Wealth Strategies LLC217,364$6.03M1.13%+121,41713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.190,963$5.94M0.04%+9,41713F-HRTimelineGroup
Convergence Financial, LLC211,236$5.86M0.62%+104,48613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…184,254$5.11M0.39%+108,79213F-HRTimelineGroup
Cetera Investment Advisers178,894$4.96M0.01%+6,52613F-HRTimeline
Cambridge Investment Research Advisors,…159,540$4.42M0.01%+59,69113F-HRTimeline
IHT Wealth Management, LLC147,730$4.1M0.1%+6,19213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…140,598$3.9M0.1%+45,54213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC139,990$3.88M<0.01%-6,18813F-HR/ATimelineGroup
FINANCIAL MANAGEMENT NETWORK INC129,147$3.78M0.58%-34,98313F-HRTimeline
Joel Isaacson & Co., LLC134,211$3.72M0.12%+22,99713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…128,638$3.57M0.01%-3,29713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…120,886$3.35M0.06%+10513F-HRTimelineGroup
Birchwood Financial Partners, Inc.120,285$3.34M3.22%+5,19713F-HRTimeline
WCG Wealth Advisors LLC119,524$3.31M0.09%-57,09713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP112,500$3.12M<0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC110,188$3.06M0.25%-69713F-HRTimeline
SITTNER & NELSON, LLC87,478$2.43M0.89%+34,72313F-HRTimeline
Steward Partners Investment Advisory, L…86,363$2.39M0.01%+12,16613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,142$2.39M<0.01%-8,61913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC84,884$2.35M0.02%+5,66013F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp83,163$2.31M0.06%+4,93713F-HRTimelineGroup
Sanctuary Advisors, LLC80,616$2.24M0.01%-58713F-HRTimeline
Perennial Investment Advisors, LLC77,600$2.15M0.17%-3,60613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.71,428$1.98M0.02%+20713F-HRTimelineGroup
Provident Wealth Management, LLC67,599$1.87M0.57%-4,51913F-HRTimeline
Quantinno Capital Management LP66,344$1.84M<0.01%+25,47813F-HRTimeline
Smart Portfolios, LLC64,632$1.79M1.79%+13,91313F-HRTimeline
&PARTNERS61,967$1.73M0.01%-14,63913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP60,851$1.69M<0.01%+7,04713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.56,223$1.56M<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC55,155$1.53M0.06%+88213F-HR/ATimeline
SFG Wealth Management, LLC.54,916$1.52M0.63%+1313F-HRTimeline
Mariner, LLCin group Mariner, LLC50,343$1.4M<0.01%+82513F-HRTimelineGroup
Independent Advisor Alliance48,472$1.34M0.01%new13F-HRTimeline
Prosperity Bancshares Inc46,760$1.3M1.04%+9,61213F-HRTimeline
HighTower Advisors, LLC45,564$1.26M<0.01%+72013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC39,137$1.09M0.01%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…38,121$1.06M0.1%-18413F-HRTimelineGroup
Strategic Blueprint, LLC36,061$1000K0.06%+3,16713F-HRTimeline
WJ Wealth Management, LLC32,096$890K0.42%-311,68613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,136$780K0.01%+11,64513F-HRTimelineGroup
Walsh & Associates, LLC27,193$754K0.75%+4,18613F-HRTimeline
Independent Wealth Network Inc.26,914$746K0.22%-5,77413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,560$736K<0.01%new13F-HRTimeline
Bill Few Associates, Inc.24,683$684K0.16%+2,77213F-HRTimeline
Waverly Advisors, LLC20,590$571K<0.01%new13F-HRTimeline
United Advisor Group, LLC20,088$557K0.07%+2,23413F-HRTimeline
Phoenix Wealth Advisors18,180$504K0.2%-44813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC18,074$501K0.17%-3213F-HRTimeline
SMITH, MOORE & CO.16,523$458K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,067$418K0.01%+17013F-HRTimeline
Janney Montgomery Scott LLC13,845$384K<0.01%-6313F-HRTimeline
PRIVATE TRUST CO NA12,701$352K0.03%+35013F-HRTimeline
Bluesphere Advisors LLC12,462$346K0.12%-7,09513F-HRTimeline
Lloyd Advisory Services, LLC.12,257$340K0.1%new13F-HRTimeline
Kingdom Financial Group LLC.12,257$340K0.1%-7,82913F-HRTimeline
NavPoint Financial, Inc.10,452$290K0.12%+16313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,426$289K<0.01%-1,74913F-HRTimelineGroup
SpringVest Wealth Management LLC10,334$287K0.2%+2,78213F-HRTimeline
Investmark Advisory Group LLC9,529$264K0.11%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,503$263K<0.01%new13F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,047$251K<0.01%new13F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC9,047$251K0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,882$246K<0.01%-8,96813F-HRTimelineGroup
WealthCare Investment Partners, LLC8,649$243K0.07%013F-HRTimeline
Carr Financial Group Corp8,688$241K0.06%-32,55713F-HRTimeline
Savvy Advisors, Inc.8,337$231K0.01%+313F-HRTimeline
FIDELITY D & D BANCORP INC8,175$227K0.09%013F-HRTimeline
Keystone Financial Group7,530$209K0.01%-5013F-HRTimeline
MARQUETTE ASSOCIATES, INC.7,292$202K0.22%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,360$150K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,893$108K<0.01%+41413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,561$95.7K<0.01%+1,63113F-HRTimelineGroup
Farther Finance Advisors, LLC2,815$78.9K<0.01%013F-HRTimeline
IFP Advisors, Inc2,541$70.5K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,467$68.4K<0.01%-1,04013F-HRTimelineGroup
Wall Street Financial Group, Inc.1,121$31.1K0.02%new13F-HRTimeline
Manchester Capital Management LLC966$26.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department946$26.2K0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC801$22.2K<0.01%new13F-HRTimelineGroup
IAG Wealth Partners, LLC724$20.1K<0.01%+11913F-HRTimeline
AdvisorNet Financial, Inc485$13.4K<0.01%-57513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV382$10.6K<0.01%013F-HRTimeline