WINN Harbor Long-Term Growers ETF
$33.56
Price · Aug 19, 2026
52W Range
$27–$34
90% of range
Analyst Rating
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WINN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$33.56
Market Cap
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P/E (TTM)
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EPS (TTM)
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ROE
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Debt/Equity
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52W Range
$27 – $34
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10-Year Performance Revenue, net income, margins and EPS trends
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
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| Ex-date | Amount |
|---|---|
| Dec. 21, 2023 | $0.0130 |
| Dec. 21, 2022 | $0.0080 |
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Institutional owners (13F) 120 filers · $921.2M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 17 (+3 vs prior Q) | 11 (-1 vs prior Q) | 44 (-7 vs prior Q) | 33 (+5 vs prior Q) | +953K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| LPL Financial LLC | $144,357,008 | 4,445,858 | 15.67% | Shares |
| Corient Private Wealth LP | $134,484,438 | 4,141,806 | 14.60% | Shares |
| Grant Street Asset Management, Inc. | $90,296,840 | 2,780,931 | 9.80% | Shares |
| RAYMOND JAMES FINANCIAL INC | $58,462,073 | 1,800,495 | 6.35% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $57,561,499 | 1,736,919 | 6.25% | Shares |
| AUCTUS ADVISORS LLC | $45,932,379 | 1,414,610 | 4.99% | Shares |
| Towneley Capital Management, Inc / DE | $37,214,322 | 1,146,114 | 4.04% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $33,733,560 | 1,038,915 | 3.66% | Shares |
| Leisure Capital Management | $18,551,313 | 571,337 | 2.01% | Shares |
| Cerity Partners LLC | $15,472,561 | 476,511 | 1.68% | Shares |
| Pinnacle Financial Partners, Inc. | $14,148,958 | 435,754 | 1.54% | Shares |
| Golden State Wealth Management, LLC | $14,006,516 | 431,368 | 1.52% | Shares |
| Convergence Financial, LLC | $13,084,312 | 402,966 | 1.42% | Shares |
| Private Advisor Group, LLC | $12,848,380 | 395,699 | 1.39% | Shares |
| FIFTH THIRD BANCORP | $12,769,022 | 393,256 | 1.39% | Shares |
| Archford Capital Strategies, LLC | $12,158,538 | 374,455 | 1.32% | Shares |
| Wealthcare Advisory Partners LLC | $12,074,765 | 371,874 | 1.31% | Shares |
| SYNOVUS FINANCIAL CORP | $11,963,219 | 383,900 | 1.30% | Shares |
| ROYAL BANK OF CANADA | $9,848,000 | 303,292 | 1.07% | Shares |
| Lantz Financial LLC | $8,903,040 | 274,193 | 0.97% | Shares |
| OSAIC HOLDINGS, INC. | $7,840,235 | 241,455 | 0.85% | Shares |
| Kestra Advisory Services, LLC | $7,831,634 | 241,196 | 0.85% | Shares |
| Proactive Wealth Strategies LLC | $7,169,254 | 220,794 | 0.78% | Shares |
| Cetera Investment Advisers | $6,764,721 | 208,338 | 0.73% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $6,455,657 | 198,819 | 0.70% | Shares |
| Worth Financial Advisory Group, LLC | $6,374,056 | 196,306 | 0.69% | Shares |
| Equitable Holdings, Inc. | $5,641,675 | 173,750 | 0.61% | Shares |
| H D Vest Advisory Services | $5,399,821 | 185,402 | 0.59% | Shares |
| IHT Wealth Management, LLC | $5,288,685 | 162,879 | 0.57% | Shares |
| Joel Isaacson & Co., LLC | $5,239,846 | 161,375 | 0.57% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $4,848,680 | 149,328 | 0.53% | Shares |
| Quantinno Capital Management LP | $4,359,844 | 134,273 | 0.47% | Shares |
| Birchwood Financial Partners, Inc. | $4,144,357 | 127,636 | 0.45% | Shares |
| AMERIPRISE FINANCIAL INC | $4,102,130 | 126,336 | 0.45% | Shares |
| GREAT VALLEY ADVISOR GROUP, INC. | $3,799,766 | 117,024 | 0.41% | Shares |
| TRANSCEND CAPITAL ADVISORS, LLC | $3,549,554 | 109,318 | 0.39% | Shares |
| Geller Advisors LLC | $3,436,957 | 126,312 | 0.37% | Shares |
| FINANCIAL MANAGEMENT NETWORK INC | $3,217,665 | 99,249 | 0.35% | Shares |
| Rockefeller Capital Management L.P. | $3,177,222 | 97,851 | 0.34% | Shares |
| Associated Banc-Corp | $3,124,847 | 96,238 | 0.34% | Shares |
| SITTNER & NELSON, LLC | $3,099,294 | 95,451 | 0.34% | Shares |
| Sanctuary Advisors, LLC | $2,791,707 | 85,978 | 0.30% | Shares |
| BENJAMIN EDWARDS INC | $2,778,543 | 85,573 | 0.30% | Shares |
| Steward Partners Investment Advisory, LLC | $2,700,562 | 83,171 | 0.29% | Shares |
| STIFEL FINANCIAL CORP | $2,653,446 | 81,720 | 0.29% | Shares |
| Stratos Wealth Partners, LTD. | $2,298,356 | 70,784 | 0.25% | Shares |
| Perennial Investment Advisors, LLC | $2,254,609 | 69,436 | 0.24% | Shares |
| Provident Wealth Management, LLC | $2,130,649 | 65,619 | 0.23% | Shares |
| Prosperity Bancshares Inc | $1,838,646 | 56,626 | 0.20% | Shares |
| BlackRock, Inc. | $1,825,561 | 56,223 | 0.20% | Shares |
| Smart Portfolios, LLC | $1,792,116 | 64,632 | 0.19% | Shares |
| Western Wealth Management, LLC | $1,788,937 | 55,095 | 0.19% | Shares |
| TRUIST FINANCIAL CORP | $1,768,456 | 54,464 | 0.19% | Shares |
| Walsh & Associates, LLC | $1,753,870 | 54,015 | 0.19% | Shares |
| HighTower Advisors, LLC | $1,630,465 | 50,214 | 0.18% | Shares |
| &PARTNERS | $1,480,567 | 45,598 | 0.16% | Shares |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1,396,210 | 43,000 | 0.15% | Shares |
| Tyler-Stone Wealth Management | $1,334,226 | 45,810 | 0.14% | Shares |
| MONETA GROUP INVESTMENT ADVISORS LLC | $1,270,778 | 39,137 | 0.14% | Shares |
| MOODY NATIONAL BANK TRUST DIVISION | $1,238,308 | 38,137 | 0.13% | Shares |
| OPPENHEIMER & CO INC | $1,220,320 | 37,583 | 0.13% | Shares |
| Strategic Blueprint, LLC | $1,181,811 | 36,397 | 0.13% | Shares |
| Waverly Advisors, LLC | $1,033,462 | 31,828 | 0.11% | Shares |
| WJ Wealth Management, LLC | $1,025,695 | 31,589 | 0.11% | Shares |
| Bluesphere Advisors LLC | $908,413 | 27,977 | 0.10% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $860,358 | 26,497 | 0.09% | Shares |
| Independent Wealth Network Inc. | $818,064 | 25,194 | 0.09% | Shares |
| Bill Few Associates, Inc. | $817,404 | 25,174 | 0.09% | Shares |
| WCG Wealth Advisors LLC | $816,881 | 25,158 | 0.09% | Shares |
| Congress Wealth Management LLC / DE / | $789,171 | 27,096 | 0.09% | Shares |
| SFG Wealth Management, LLC. | $633,652 | 19,515 | 0.07% | Shares |
| Legacy Trust | $612,774 | 18,872 | 0.07% | Shares |
| SpringVest Wealth Management LLC | $604,559 | 18,619 | 0.07% | Shares |
| Foster Victor Wealth Advisors, LLC | $600,633 | 18,146 | 0.07% | Shares |
| Phoenix Wealth Advisors | $590,305 | 18,180 | 0.06% | Shares |
| HARBOUR INVESTMENTS, INC. | $589,623 | 18,159 | 0.06% | Shares |
| SMITH, MOORE & CO. | $582,901 | 17,952 | 0.06% | Shares |
| AVAII WEALTH MANAGEMENT, LLC | $581,018 | 17,894 | 0.06% | Shares |
| PRIVATE TRUST CO NA | $496,109 | 15,279 | 0.05% | Shares |
| Farther Finance Advisors, LLC | $463,574 | 14,277 | 0.05% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $444,547 | 13,691 | 0.05% | Shares |
| GTS SECURITIES LLC | $426,169 | 13,125 | 0.05% | Shares |
| Callan Family Office, LLC | $413,830 | 12,745 | 0.04% | Shares |
| BANK OF AMERICA CORP /DE/ | $346,650 | 10,676 | 0.04% | Shares |
| NavPoint Financial, Inc. | $339,376 | 10,452 | 0.04% | Shares |
| RDL FINANCIAL INC | $331,926 | 13,548 | 0.04% | Shares |
| Legacy Capital Wealth Partners, LLC | $305,445 | 9,407 | 0.03% | Shares |
| Investmark Advisory Group LLC | $295,079 | 9,088 | 0.03% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $293,756 | 9,047 | 0.03% | Shares |
| WealthCare Investment Partners, LLC | $280,787 | 8,648 | 0.03% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $270,270 | 8,580 | 0.03% | Shares |
| FIDELITY D & D BANCORP INC | $265,442 | 8,175 | 0.03% | Shares |
| MARQUETTE ASSOCIATES, INC. | $236,771 | 7,292 | 0.03% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $234,401 | 7,219 | 0.03% | Shares |
| Laird Norton Wetherby Wealth Management, LLC | $230,647 | 7,402 | 0.03% | Shares |
| Frisch Financial Group, Inc. | $223,718 | 6,890 | 0.02% | Shares |
| Vise Technologies, Inc. | $223,718 | 6,890 | 0.02% | Shares |
| JANE STREET GROUP, LLC | $201,736 | 6,213 | 0.02% | Shares |
| WELLS FARGO & COMPANY/MN | $179,234 | 5,520 | 0.02% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $174,254 | 5,360 | 0.02% | Shares |