Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Harbor ETF Trust (WINN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — WINN

Based on 106 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WINN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
106 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 — +28% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+28% 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 — 58% buying

63 buying45 selling
Last quarter: 63 funds bought or added vs 45 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 11 → 16 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 24% new

■ 33% conviction (2yr+) ■ 43% medium ■ 24% new
Of the 106 current holders: 35 (33%) held >2 years, 46 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

10 → 14 → 11 → 16 → 13 new funds/Q
New funds entering each quarter: 14 → 11 → 16 → 13. A growing number of institutions are discovering WINN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 29% veterans, 32% new entrants

■ 29% veterans ■ 39% 1-2yr ■ 32% new
Of 106 current holders: 31 (29%) held 2+ years, 41 held 1–2 years, 34 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
11 of 106 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — WINN

In 2026 Q1, 63 hedge funds were net buyers of WINN (13 opened a new position, 50 added to an existing one), while 45 reduced or exited (31 trimmed, 14 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 106.

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.

Is It Too Late to Buy Harbor ETF Trust (WINN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WINN has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
WINN
nan%
SPY
+13.9%

WINN outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
WINN
nan%
SPY
+0.2%

Since the filing became public, WINN outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: WINN
106 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 106 107 -0.93%
13F Shares 28M 28M 0.94%
Total Value $775M $865M -10.48%
New Positions 13 16 -3
Increased Positions 50 43 +7
Closed Positions 14 6 +8
Reduced Positions 31 34 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WINN

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Financial Highlights

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Institutional Holders (2026 Q1)

106 + investors

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

QUARTER:
Top 25 WINN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Auctus Advisors LLC 36.13% 1,373,308 $38.1M
2 Grant Street Asset Management, Inc. 12.58% 2,354,165 $65.3M
3 Towneley Capital Management, Inc / DE 6.63% 1,142,388 $31.7M
4 Leisure Capital Management 4.63% 476,775 $13.2M
5 Birchwood Financial Partners, Inc. 3.22% 120,285 $3.3M
6 Smart Portfolios, LLC 1.79% 64,632 $1.8M
7 Golden State Wealth Management, LLC 1.68% 554,554 $15.4M
8 Lantz Financial LLC 1.47% 257,138 $7.1M
9 Archford Capital Strategies, LLC 1.17% 368,637 $10.2M
10 Proactive Wealth Strategies LLC 1.13% 217,364 $6.0M
11 Prosperity Bancshares Inc 1.04% 46,760 $1.3M
12 Sittner & Nelson, LLC 0.89% 87,478 $2.4M
13 Walsh & Associates, LLC 0.71% 23,007 $716K
14 SFG Wealth Management, LLC. 0.63% 54,916 $1.5M
15 Convergence Financial, LLC 0.62% 211,236 $5.9M
16 Financial Management Network Inc 0.58% 129,147 $3.8M
17 Provident Wealth Management, LLC 0.57% 67,599 $1.9M
18 WJ Wealth Management, LLC 0.42% 32,096 $890K
19 Ascentis Independent Advisors 0.39% 184,254 $5.1M
20 Transcend Capital Advisors, LLC 0.24% 110,188 $3.1M
21 Independent Wealth Network Inc. 0.22% 26,914 $746K
22 Marquette Associates, INC. 0.22% 7,292 $202K
23 Wealthcare Advisory Partners LLC 0.21% 389,830 $10.8M
24 Phoenix Wealth Advisors 0.20% 18,180 $504K
25 SpringVest Wealth Management LLC 0.20% 10,334 $287K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WINN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WINN?

Slight buying edge — 58% buying: Last quarter: 63 funds bought or added vs 45 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?

Smaller funds dominant — 19% AUM from top-100: 11 of 106 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WINN?

Mixed — 33% long-term, 24% new: Of the 106 current holders: 35 (33%) held >2 years, 46 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.

Is it too late to buy Harbor ETF Trust (WINN) following the 2026 Q1 hedge fund 13F filings?

As of today, WINN has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WINN has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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