AI Holders Summary · Q2 2026

120 institutions reported WINN in Q2 2026. LPL Financial LLC leads at 18.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$144M4.4M0.03%Q2 2026 02

Corient Private Wealth LLC

CIK 0001948780

$134M4.1M0.17%Q2 2026 03

Grant Street Asset Management, Inc.

CIK 0001740642

$90M2.8M14.79%Q2 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$88M2.7M0.02%Q2 2026 05

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$62M1.8M0.09%Q3 2026 06

AUCTUS ADVISORS LLC

CIK 0002042516

$50M1.5M40.37%Q3 2026 07

Towneley Capital Management, Inc / DE

CIK 0002004980

$39M1.1M7.78%Q3 2026 08

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$34M1.0M0.04%Q2 2026 09

Leisure Capital Management

CIK 0001631507

$19M571K5.79%Q2 2026 10

Cerity Partners LLC

CIK 0001566475

$15M477K0.02%Q2 2026 11

Archford Capital Strategies, LLC

CIK 0001606609

$14M416K1.42%Q3 2026 12

Pinnacle Financial Partners, Inc.

CIK 0002082866

$14M436K0.10%Q2 2026 13

Golden State Wealth Management, LLC

CIK 0001776033

$14M431K1.28%Q2 2026 14

Convergence Financial, LLC

CIK 0002034001

$13M403K1.04%Q2 2026 15

Private Advisor Group, LLC

CIK 0001567755

$13M396K0.06%Q2 2026 16

FIFTH THIRD BANCORP

CIK 0000035527

$13M393K0.02%Q2 2026 17

Wealthcare Advisory Partners LLC

CIK 0001683059

$12M361K0.21%Q3 2026 18

SYNOVUS FINANCIAL CORP

CIK 0000018349

$12M384K0.14%Q3 2025 19

ROYAL BANK OF CANADA

CIK 0001000275

$10M303K0.00%Q2 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$10M299K0.01%Q2 2026

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