Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HARBOR ETF TRUST (WINN)

101 + Investors. Track Smart Money conviction in WINN. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — WINN

Based on 101 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WINN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
101 hedge funds hold WINN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

56 buying39 selling
Last quarter: 56 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 13 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 25% new

25% conviction (2yr+) 50% medium 25% new
Of the 101 current holders: 25 (25%) held >2 years, 51 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

22 → 9 → 13 → 11 → 15 new funds/Q
New funds entering each quarter: 9 → 13 → 11 → 15. A growing number of institutions are discovering WINN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 30% veterans, 41% new entrants

30% veterans 30% 1-2yr 41% new
Of 101 current holders: 30 (30%) held 2+ years, 30 held 1–2 years, 41 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
10 of 101 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WINN

How many hedge funds hold WINN — quarterly history vs. share price
Quarterly hedge fund ownership of WINN vs. share price

Market Analysis: WINN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WINN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: WINN
2026 Q1 Stats Unlock in 16 days 101 + Investors

Track Smart Money conviction in WINN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 101 92 9.78%
13F Shares 26M 26M 0.82%
Total Value $807M $801M 0.69%
New Positions 15 11 +4
Increased Positions 41 46 -5
Closed Positions 6 5 +1
Reduced Positions 33 18 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WINN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

101 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WINN. Verified SEC 13F-HR filings.

Top 25 institutional holders of WINN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AUCTUS ADVISORS LLC 36.13% 1,373,308 $38.1M
2 Towneley Capital Management, Inc / DE 6.63% 1,142,388 $31.7M
3 Smart Portfolios, LLC 1.79% 64,632 $1.8M
4 Golden State Wealth Management, LLC 1.68% 554,554 $15.4M
5 Lantz Financial LLC 1.47% 257,138 $7.1M
6 Archford Capital Strategies, LLC 1.17% 368,637 $10.2M
7 Proactive Wealth Strategies LLC 1.13% 217,364 $6.0M
8 SFG Wealth Management, LLC. 0.63% 54,916 $1.5M
9 FINANCIAL MANAGEMENT NETWORK INC 0.58% 129,147 $3.8M
10 Provident Wealth Management, LLC 0.57% 67,599 $1.9M
11 WJ Wealth Management, LLC 0.42% 32,096 $890K
12 Ascentis Independent Advisors 0.39% 184,254 $5.1M
13 Independent Wealth Network Inc. 0.22% 26,914 $746K
14 Wealthcare Advisory Partners LLC 0.21% 389,830 $10.8M
15 Phoenix Wealth Advisors 0.20% 18,180 $504K
16 SpringVest Wealth Management LLC 0.20% 10,334 $287K
17 AVAII WEALTH MANAGEMENT, LLC 0.17% 18,074 $501K
18 Bill Few Associates, Inc. 0.16% 24,683 $684K
19 Joel Isaacson & Co., LLC 0.12% 134,211 $3.7M
20 Bluesphere Advisors LLC 0.12% 12,462 $346K
21 NavPoint Financial, Inc. 0.12% 10,452 $290K
22 MOODY NATIONAL BANK TRUST DIVISION 0.10% 38,121 $1.1M
23 CARY STREET PARTNERS FINANCIAL LLC 0.10% 140,598 $3.9M
24 FIDELITY D & D BANCORP INC 0.09% 8,175 $227K
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% 1,590,662 $44.6M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — HARBOR ETF TRUST (WINN)

What does the Smart Money Trend signal show for WINN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WINN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WINN?

Slight buying edge — 59% buying: Last quarter: 56 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WINN holders?

Strong quality — 22% AUM from major funds: 10 of 101 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WINN?

Mixed — 25% long-term, 25% new: Of the 101 current holders: 25 (25%) held >2 years, 51 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.