WINN HARBOR ETF TRUST
FollowLONG TERM GROWER (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in WINN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 1,791,969 | $62.5M | 0.09% | +55,050 | 13F-HRTimeline |
| Towneley Capital Management, Inc / DE | 1,144,161 | $39.3M | 7.78% | -1,953 | 13F-HRTimeline |
| FINANCIAL MANAGEMENT NETWORK INC | 99,229 | $3.44M | 0.5% | -20 | 13F-HRTimeline |
| MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV… | 38,137 | $1.31M | 0.11% | 0 | 13F-HRTimelineGroup |
| Bill Few Associates, Inc. | 25,174 | $864K | 0.18% | 0 | 13F-HRTimeline |
| AVAII WEALTH MANAGEMENT, LLC | 17,155 | $595K | 0.17% | -739 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 12,069 | $414K | <0.01% | -2,208 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 34 | $1.17K | <0.01% | 0 | 13F-HRTimeline |