Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Harbor ETF Trust (WINN)

114 + 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
↑ +8
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — WINN

Based on 114 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
114 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 — +24% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+24% 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

66 buying45 selling
Last quarter: 66 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new WINN position: 11 → 16 → 13 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 27% new

■ 39% conviction (2yr+) ■ 33% medium ■ 27% new
Of the 114 current holders: 45 (39%) held >2 years, 38 held 1–2 years, and 31 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.
💰

Value +21% but shares only +3% — price-driven

Value
+21%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

15 → 11 → 16 → 13 → 21 new funds/Q
New funds entering each quarter: 11 → 16 → 13 → 21. A growing number of institutions are discovering WINN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 34% new entrants

■ 35% veterans ■ 31% 1-2yr ■ 34% new
Of 114 current holders: 40 (35%) held 2+ years, 35 held 1–2 years, 39 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
14 of 114 holders rank in the top 100 by AUM, but together hold only 18% 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 Q2, 66 hedge funds were net buyers of WINN (21 opened a new position, 45 added to an existing one), while 45 reduced or exited (32 trimmed, 13 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 114.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: WINN
114 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 114 106 7.55%
13F Shares 29M 28M 3.44%
Total Value $938M $775M 21.07%
New Positions 21 13 +8
Increased Positions 45 50 -5
Closed Positions 13 15 -2
Reduced Positions 32 31 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WINN

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Institutional Holders (2026 Q2)

114 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Auctus Advisors LLC 38.64% 1,414,610 $45.9M
2 Grant Street Asset Management, Inc. 14.79% 2,780,931 $90.3M
3 Towneley Capital Management, Inc / DE 7.30% 1,146,114 $37.2M
4 Leisure Capital Management 5.79% 571,337 $18.6M
5 Birchwood Financial Partners, Inc. 3.39% 127,636 $4.1M
6 Worth Financial Advisory Group, LLC 2.66% 196,306 $6.4M
7 Lantz Financial LLC 1.63% 274,193 $8.9M
8 Walsh & Associates, LLC 1.43% 54,015 $1.8M
9 Golden State Wealth Management, LLC 1.28% 431,368 $14.0M
10 Archford Capital Strategies, LLC 1.23% 374,455 $12.2M
11 Prosperity Bancshares Inc 1.20% 56,626 $1.8M
12 Proactive Wealth Strategies LLC 1.15% 220,794 $7.2M
13 Convergence Financial, LLC 1.04% 402,966 $13.1M
14 Rose Capital Advisors LLC 1.03% 63,445 $2.1M
15 Sittner & Nelson, LLC 0.98% 95,451 $3.1M
16 Copper Harbor Investment Advisors, LLC 0.56% 81,276 $2.6M
17 Provident Wealth Management, LLC 0.55% 65,619 $2.1M
18 Financial Management Network Inc 0.46% 99,249 $3.2M
19 WJ Wealth Management, LLC 0.40% 31,589 $1.0M
20 SpringVest Wealth Management LLC 0.38% 18,619 $605K
21 Bluesphere Advisors LLC 0.28% 27,977 $908K
22 Transcend Capital Advisors, LLC 0.24% 109,318 $3.5M
23 Wealthcare Advisory Partners LLC 0.23% 371,874 $12.1M
24 SFG Wealth Management, LLC. 0.23% 19,515 $634K
25 Independent Wealth Network Inc. 0.21% 25,194 $818K
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 66 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 — 18% AUM from top-100: 14 of 114 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WINN?

Mixed — 39% long-term, 27% new: Of the 114 current holders: 45 (39%) held >2 years, 38 held 1–2 years, and 31 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.

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