Who owns WINN
Which tracked institutional funds hold WINN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WINN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WINN is one-sided between 2026-Q1 and 2026-Q2: 53 added or opened and 16 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WINN’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes WINN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WINN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 112 tracked filers holding WINN, 65 increased or opened the position and 48 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WINN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Worth Financial Advisory Group, LLC$6M
- Copper Harbor Investment Advisors, LLC$3M
- Rose Capital Advisors LLC$2M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1M
- Legacy Trust$613K
- Foster Victor Wealth Advisors, LLC$601K
Full exits 9
- Ascentis Independent Advisors$5M
- Cambridge Investment Research Advisors, Inc.$4M
- TWO SIGMA INVESTMENTS, LP$3M
- Smart Portfolios, LLC$2M
- Mariner, LLC$1M
- Independent Advisor Alliance$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$33M
- Grant Street Asset Management, Inc.$25M
- LPL Financial LLC$22M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13M
- AUCTUS ADVISORS LLC$8M
- Convergence Financial, LLC$7M
Largest trims
- WCG Wealth Advisors LLC$2M
- ROYAL BANK OF CANADA$1M
- Golden State Wealth Management, LLC$1M
- SFG Wealth Management, LLC.$889K
- FINANCIAL MANAGEMENT NETWORK INC$562K
- Kingdom Financial Group LLC.$330K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 4,445,858 | $144M | 15.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 4,141,805 | $134M | 14.4% | 2026-Q2 |
| Grant Street Asset Management, Inc. added | 2,780,931 | $90M | 9.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,723,551 | $88M | 9.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,736,919 | $58M | 6.2% | 2026-Q2 |
| AUCTUS ADVISORS LLC added | 1,414,610 | $46M | 4.9% | 2026-Q2 |
| Towneley Capital Management, Inc / DE added | 1,146,114 | $37M | 4.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,038,915 | $34M | 3.6% | 2026-Q2 |
| Leisure Capital Management added | 571,337 | $19M | 2.0% | 2026-Q2 |
| Cerity Partners LLC added | 476,511 | $15M | 1.7% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 435,754 | $14M | 1.5% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 431,368 | $14M | 1.5% | 2026-Q2 |
| Convergence Financial, LLC added | 402,966 | $13M | 1.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 395,699 | $13M | 1.4% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 393,256 | $13M | 1.4% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 374,455 | $12M | 1.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 371,874 | $12M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 303,292 | $10M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 299,450 | $10M | 1.0% | 2026-Q2 |
| Lantz Financial LLC added | 274,193 | $9M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 241,196 | $8M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 222,109 | $7M | 0.8% | 2026-Q2 |
| Proactive Wealth Strategies LLC added | 220,794 | $7M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 208,338 | $7M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 198,819 | $6M | 0.7% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 196,306 | $6M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 173,750 | $6M | 0.6% | 2026-Q2 |
| IHT Wealth Management, LLC added | 162,879 | $5M | 0.6% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 161,375 | $5M | 0.6% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 149,328 | $5M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 134,273 | $4M | 0.5% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 127,636 | $4M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 126,336 | $4M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 117,024 | $4M | 0.4% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 109,318 | $4M | 0.4% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 99,249 | $3M | 0.3% | 2026-Q2 |
| Associated Banc-Corp added | 96,238 | $3M | 0.3% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 95,451 | $3M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 85,978 | $3M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 85,573 | $3M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 83,171 | $3M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 81,720 | $3M | 0.3% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 81,276 | $3M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 74,404 | $2M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 70,784 | $2M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 69,436 | $2M | 0.2% | 2026-Q2 |
| Provident Wealth Management, LLC trimmed | 65,619 | $2M | 0.2% | 2026-Q2 |
| Rose Capital Advisors LLC new | 63,445 | $2M | 0.2% | 2026-Q2 |
| Prosperity Bancshares Inc added | 56,626 | $2M | 0.2% | 2026-Q2 |
| BlackRock, Inc. | 56,223 | $2M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 55,095 | $2M | 0.2% | 2026-Q2 |
| Walsh & Associates, LLC added | 54,015 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 45,598 | $1M | 0.2% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 43,000 | $1M | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 39,137 | $1M | 0.1% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION added | 38,137 | $1M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 37,583 | $1M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 36,397 | $1M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 31,828 | $1M | 0.1% | 2026-Q2 |
| WJ Wealth Management, LLC trimmed | 31,589 | $1M | 0.1% | 2026-Q2 |
| Bluesphere Advisors LLC added | 27,977 | $908K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 26,497 | $860K | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. trimmed | 25,194 | $818K | 0.1% | 2026-Q2 |
| Bill Few Associates, Inc. added | 25,174 | $817K | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 25,158 | $817K | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. trimmed | 19,515 | $634K | 0.1% | 2026-Q2 |
| Legacy Trust new | 18,872 | $613K | 0.1% | 2026-Q2 |
| SpringVest Wealth Management LLC added | 18,619 | $605K | 0.1% | 2026-Q2 |
| Phoenix Wealth Advisors | 18,180 | $590K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 18,159 | $590K | 0.1% | 2026-Q2 |
| Foster Victor Wealth Advisors, LLC new | 18,146 | $601K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 17,952 | $583K | 0.1% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 17,894 | $581K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 15,279 | $496K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 14,277 | $464K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,691 | $445K | 0.0% | 2026-Q2 |
| Carolina Wealth Management Inc new | 13,248 | $430K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC added | 13,125 | $426K | 0.0% | 2026-Q2 |
| Callan Family Office, LLC new | 12,745 | $414K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 10,676 | $347K | 0.0% | 2026-Q2 |
| NavPoint Financial, Inc. | 10,452 | $339K | 0.0% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 9,407 | $305K | 0.0% | 2026-Q2 |
| Investmark Advisory Group LLC trimmed | 9,088 | $295K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 9,047 | $294K | 0.0% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 8,648 | $281K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,580 | $270K | 0.0% | 2026-Q2 |
| FIDELITY D & D BANCORP INC | 8,175 | $265K | 0.0% | 2026-Q2 |
| MARQUETTE ASSOCIATES, INC. | 7,292 | $237K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,219 | $234K | 0.0% | 2026-Q2 |
| Markowski Investments new | 6,992 | $227K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 6,890 | $224K | 0.0% | 2026-Q2 |
| Frisch Financial Group, Inc. | 6,890 | $224K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,213 | $202K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 5,520 | $179K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5,360 | $174K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 5,156 | $167K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,859 | $92K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 2,657 | $86K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 2,541 | $83K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 2,467 | $80K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.