Who owns WINN (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-Q1 13F filings. 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
17 tracked funds added or opened WINN while 42 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, Corient Private Wealth LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 106 tracked filers holding WINN, 63 increased or opened the position and 46 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 2025-Q4 and 2026-Q1 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 5
- Cerity Partners LLC$12M
- TWO SIGMA INVESTMENTS, LP$3M
- Independent Advisor Alliance$1M
- CAPTRUST FINANCIAL ADVISORS$736K
- Waverly Advisors, LLC$571K
Full exits 5
- SOL Capital Management CO$13M
- Waterloo Capital, L.P.$2M
- Worth Financial Advisory Group, LLC$2M
- HRT FINANCIAL LP$681K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$615K
Largest adds
- Corient Private Wealth LLC$34M
- Proactive Wealth Strategies LLC$3M
- Ascentis Independent Advisors$3M
- Convergence Financial, LLC$3M
- Archford Capital Strategies, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$46M
- LPL Financial LLC$31M
- WJ Wealth Management, LLC$10M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Grant Street Asset Management, Inc.$4M
- RAYMOND JAMES FINANCIAL INC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Corient Private Wealth LLC added | 4,639,926 | $129M | 15.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 4,429,865 | $123M | 15.0% | 2026-Q1 |
| Grant Street Asset Management, Inc. added | 2,354,165 | $65M | 8.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,990,191 | $55M | 6.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,590,662 | $45M | 5.4% | 2026-Q1 |
| AUCTUS ADVISORS LLC added | 1,373,308 | $38M | 4.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,175,843 | $33M | 4.0% | 2026-Q1 |
| Towneley Capital Management, Inc / DE added | 1,142,388 | $32M | 3.9% | 2026-Q1 |
| Golden State Wealth Management, LLC added | 554,554 | $15M | 1.9% | 2026-Q1 |
| Leisure Capital Management added | 476,775 | $13M | 1.6% | 2026-Q1 |
| Cerity Partners LLC new | 437,454 | $12M | 1.5% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 422,301 | $12M | 1.4% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 421,544 | $12M | 1.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 408,722 | $11M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 406,810 | $11M | 1.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 389,830 | $11M | 1.3% | 2026-Q1 |
| Archford Capital Strategies, LLC added | 368,637 | $10M | 1.2% | 2026-Q1 |
| Lantz Financial LLC added | 257,138 | $7M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 253,419 | $7M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 228,030 | $6M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 227,162 | $6M | 0.8% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 217,364 | $6M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. added | 190,963 | $6M | 0.7% | 2026-Q1 |
| Convergence Financial, LLC added | 211,236 | $6M | 0.7% | 2026-Q1 |
| Ascentis Independent Advisors added | 184,254 | $5M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 178,894 | $5M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 159,540 | $4M | 0.5% | 2026-Q1 |
| IHT Wealth Management, LLC added | 147,730 | $4M | 0.5% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 140,598 | $4M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 139,990 | $4M | 0.5% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 129,147 | $4M | 0.5% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 134,211 | $4M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 128,638 | $4M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 120,886 | $3M | 0.4% | 2026-Q1 |
| Birchwood Financial Partners, Inc. added | 120,285 | $3M | 0.4% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 119,524 | $3M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 112,500 | $3M | 0.4% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 110,188 | $3M | 0.4% | 2026-Q1 |
| SITTNER & NELSON, LLC added | 87,478 | $2M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 86,363 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 86,142 | $2M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 84,884 | $2M | 0.3% | 2026-Q1 |
| Associated Banc-Corp added | 83,163 | $2M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 80,616 | $2M | 0.3% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 77,600 | $2M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 71,428 | $2M | 0.2% | 2026-Q1 |
| Provident Wealth Management, LLC trimmed | 67,599 | $2M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 66,344 | $2M | 0.2% | 2026-Q1 |
| Smart Portfolios, LLC added | 64,632 | $2M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 61,967 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 60,851 | $2M | 0.2% | 2026-Q1 |
| BlackRock, Inc. | 56,223 | $2M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 55,155 | $2M | 0.2% | 2026-Q1 |
| SFG Wealth Management, LLC. added | 54,916 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 50,343 | $1M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 48,472 | $1M | 0.2% | 2026-Q1 |
| Prosperity Bancshares Inc added | 46,760 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 45,564 | $1M | 0.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 39,137 | $1M | 0.1% | 2026-Q1 |
| MOODY NATIONAL BANK TRUST DIVISION trimmed | 38,121 | $1M | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 36,061 | $1,000K | 0.1% | 2026-Q1 |
| WJ Wealth Management, LLC trimmed | 32,096 | $890K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 28,136 | $780K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 27,331 | $758K | 0.1% | 2026-Q1 |
| Walsh & Associates, LLC added | 27,193 | $754K | 0.1% | 2026-Q1 |
| Independent Wealth Network Inc. trimmed | 26,914 | $746K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS new | 26,560 | $736K | 0.1% | 2026-Q1 |
| Bill Few Associates, Inc. added | 24,683 | $684K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC new | 20,590 | $571K | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 20,088 | $557K | 0.1% | 2026-Q1 |
| Phoenix Wealth Advisors trimmed | 18,180 | $504K | 0.1% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 18,074 | $501K | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. new | 16,523 | $458K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 15,067 | $418K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 13,845 | $384K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 12,701 | $352K | 0.0% | 2026-Q1 |
| Bluesphere Advisors LLC trimmed | 12,462 | $346K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 12,257 | $340K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. new | 12,257 | $340K | 0.0% | 2026-Q1 |
| NavPoint Financial, Inc. added | 10,452 | $290K | 0.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 10,426 | $289K | 0.0% | 2026-Q1 |
| SpringVest Wealth Management LLC added | 10,334 | $287K | 0.0% | 2026-Q1 |
| Investmark Advisory Group LLC | 9,529 | $264K | 0.0% | 2026-Q1 |
| SOL Capital Management CO added | 411,454 | $13M | 1.6% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 383,900 | $12M | 1.5% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 185,402 | $5M | 0.7% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC trimmed | 133,690 | $4M | 0.5% | 2025-Q3 stale |
| Waterloo Capital, L.P. trimmed | 67,256 | $2M | 0.3% | 2025-Q4 stale |
| Worth Financial Advisory Group, LLC added | 58,881 | $2M | 0.2% | 2025-Q4 stale |
| Tyler-Stone Wealth Management added | 45,810 | $1M | 0.2% | 2025-Q2 stale |
| CW Advisors, LLC new | 27,096 | $789K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 21,916 | $681K | 0.1% | 2025-Q4 stale |
| Atria Investments, Inc trimmed | 26,455 | $648K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,773 | $615K | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans new | 13,467 | $419K | 0.1% | 2025-Q4 stale |
| Bank of New York Mellon Corp new | 14,707 | $360K | 0.0% | 2025-Q1 stale |
| Wolf Group Capital Advisors trimmed | 13,548 | $332K | 0.0% | 2025-Q1 stale |
| GTS SECURITIES LLC trimmed | 10,489 | $327K | 0.0% | 2025-Q3 stale |
| First Heartland Consultants, Inc. trimmed | 10,664 | $311K | 0.0% | 2025-Q2 stale |
| Northwest Financial Advisors trimmed | 12,230 | $300K | 0.0% | 2025-Q1 stale |
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.