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Institutional Ownership · SEC Form 13F

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.

106
Institutional holders
28,061,401
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Corient Private Wealth LLC added4,639,926$129M15.7%2026-Q1
LPL Financial LLC trimmed4,429,865$123M15.0%2026-Q1
Grant Street Asset Management, Inc. added2,354,165$65M8.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,990,191$55M6.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,590,662$45M5.4%2026-Q1
AUCTUS ADVISORS LLC added1,373,308$38M4.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,175,843$33M4.0%2026-Q1
Towneley Capital Management, Inc / DE added1,142,388$32M3.9%2026-Q1
Golden State Wealth Management, LLC added554,554$15M1.9%2026-Q1
Leisure Capital Management added476,775$13M1.6%2026-Q1
Cerity Partners LLC new437,454$12M1.5%2026-Q1
Pinnacle Financial Partners, Inc. added422,301$12M1.4%2026-Q1
FIFTH THIRD BANCORP trimmed421,544$12M1.4%2026-Q1
Private Advisor Group, LLC added408,722$11M1.4%2026-Q1
ROYAL BANK OF CANADA trimmed406,810$11M1.4%2026-Q1
Wealthcare Advisory Partners LLC trimmed389,830$11M1.3%2026-Q1
Archford Capital Strategies, LLC added368,637$10M1.2%2026-Q1
Lantz Financial LLC added257,138$7M0.9%2026-Q1
Kestra Advisory Services, LLC added253,419$7M0.9%2026-Q1
OSAIC HOLDINGS, INC. trimmed228,030$6M0.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added227,162$6M0.8%2026-Q1
Proactive Wealth Strategies LLC added217,364$6M0.7%2026-Q1
Equitable Holdings, Inc. added190,963$6M0.7%2026-Q1
Convergence Financial, LLC added211,236$6M0.7%2026-Q1
Ascentis Independent Advisors added184,254$5M0.6%2026-Q1
Cetera Investment Advisers added178,894$5M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added159,540$4M0.5%2026-Q1
IHT Wealth Management, LLC added147,730$4M0.5%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added140,598$4M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed139,990$4M0.5%2026-Q1
FINANCIAL MANAGEMENT NETWORK INC trimmed129,147$4M0.5%2026-Q1
Joel Isaacson & Co., LLC added134,211$4M0.5%2026-Q1
Rockefeller Capital Management L.P. trimmed128,638$4M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added120,886$3M0.4%2026-Q1
Birchwood Financial Partners, Inc. added120,285$3M0.4%2026-Q1
WCG Wealth Advisors LLC trimmed119,524$3M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed112,500$3M0.4%2026-Q1
TRANSCEND CAPITAL ADVISORS, LLC trimmed110,188$3M0.4%2026-Q1
SITTNER & NELSON, LLC added87,478$2M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added86,363$2M0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed86,142$2M0.3%2026-Q1
BENJAMIN EDWARDS INC added84,884$2M0.3%2026-Q1
Associated Banc-Corp added83,163$2M0.3%2026-Q1
Sanctuary Advisors, LLC trimmed80,616$2M0.3%2026-Q1
Perennial Investment Advisors, LLC trimmed77,600$2M0.3%2026-Q1
Stratos Wealth Partners, LTD. added71,428$2M0.2%2026-Q1
Provident Wealth Management, LLC trimmed67,599$2M0.2%2026-Q1
Quantinno Capital Management LP added66,344$2M0.2%2026-Q1
Smart Portfolios, LLC added64,632$2M0.2%2026-Q1
&PARTNERS trimmed61,967$2M0.2%2026-Q1
TRUIST FINANCIAL CORP added60,851$2M0.2%2026-Q1
BlackRock, Inc.56,223$2M0.2%2026-Q1
Western Wealth Management, LLC added55,155$2M0.2%2026-Q1
SFG Wealth Management, LLC. added54,916$2M0.2%2026-Q1
Mariner, LLC added50,343$1M0.2%2026-Q1
Independent Advisor Alliance added48,472$1M0.2%2026-Q1
Prosperity Bancshares Inc added46,760$1M0.2%2026-Q1
HighTower Advisors, LLC added45,564$1M0.2%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC39,137$1M0.1%2026-Q1
MOODY NATIONAL BANK TRUST DIVISION trimmed38,121$1M0.1%2026-Q1
Strategic Blueprint, LLC added36,061$1,000K0.1%2026-Q1
WJ Wealth Management, LLC trimmed32,096$890K0.1%2026-Q1
OPPENHEIMER & CO INC added28,136$780K0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added27,331$758K0.1%2026-Q1
Walsh & Associates, LLC added27,193$754K0.1%2026-Q1
Independent Wealth Network Inc. trimmed26,914$746K0.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS new26,560$736K0.1%2026-Q1
Bill Few Associates, Inc. added24,683$684K0.1%2026-Q1
Waverly Advisors, LLC new20,590$571K0.1%2026-Q1
United Advisor Group, LLC added20,088$557K0.1%2026-Q1
Phoenix Wealth Advisors trimmed18,180$504K0.1%2026-Q1
AVAII WEALTH MANAGEMENT, LLC trimmed18,074$501K0.1%2026-Q1
SMITH, MOORE & CO. new16,523$458K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added15,067$418K0.1%2026-Q1
Janney Montgomery Scott LLC trimmed13,845$384K0.0%2026-Q1
PRIVATE TRUST CO NA added12,701$352K0.0%2026-Q1
Bluesphere Advisors LLC trimmed12,462$346K0.0%2026-Q1
Kingdom Financial Group LLC. trimmed12,257$340K0.0%2026-Q1
Lloyd Advisory Services, LLC. new12,257$340K0.0%2026-Q1
NavPoint Financial, Inc. added10,452$290K0.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed10,426$289K0.0%2026-Q1
SpringVest Wealth Management LLC added10,334$287K0.0%2026-Q1
Investmark Advisory Group LLC9,529$264K0.0%2026-Q1
SOL Capital Management CO added411,454$13M1.6%2025-Q4 stale
SYNOVUS FINANCIAL CORP added383,900$12M1.5%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added185,402$5M0.7%2025-Q2 stale
MML INVESTORS SERVICES, LLC trimmed133,690$4M0.5%2025-Q3 stale
Waterloo Capital, L.P. trimmed67,256$2M0.3%2025-Q4 stale
Worth Financial Advisory Group, LLC added58,881$2M0.2%2025-Q4 stale
Tyler-Stone Wealth Management added45,810$1M0.2%2025-Q2 stale
CW Advisors, LLC new27,096$789K0.1%2025-Q2 stale
HRT FINANCIAL LP new21,916$681K0.1%2025-Q4 stale
Atria Investments, Inc trimmed26,455$648K0.1%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added19,773$615K0.1%2025-Q4 stale
Thrivent Financial for Lutherans new13,467$419K0.1%2025-Q4 stale
Bank of New York Mellon Corp new14,707$360K0.0%2025-Q1 stale
Wolf Group Capital Advisors trimmed13,548$332K0.0%2025-Q1 stale
GTS SECURITIES LLC trimmed10,489$327K0.0%2025-Q3 stale
First Heartland Consultants, Inc. trimmed10,664$311K0.0%2025-Q2 stale
Northwest Financial Advisors trimmed12,230$300K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership