AI Holders Summary · Q1 2026

119 institutions reported WINN in Q1 2026. Corient Private Wealth LLC leads at 19.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Corient Private Wealth LLC

CIK 0001948780

$129M4.6M0.18%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$123M4.4M0.03%Q1 2026 03

Grant Street Asset Management, Inc.

CIK 0001740642

$65M2.4M12.58%Q1 2026 04

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$58M1.7M0.10%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$55M2.0M0.02%Q1 2026 06

AUCTUS ADVISORS LLC

CIK 0002042516

$42M1.3M38.41%Q4 2025 07

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$33M1.2M0.05%Q1 2026 08

Towneley Capital Management, Inc / DE

CIK 0002004980

$32M1.1M6.63%Q1 2026 09

Golden State Wealth Management, LLC

CIK 0001776033

$14M431K1.28%Q2 2026 10

Leisure Capital Management

CIK 0001631507

$13M477K4.63%Q1 2026 11

Archford Capital Strategies, LLC

CIK 0001606609

$12M374K1.23%Q2 2026 12

Cerity Partners LLC

CIK 0001566475

$12M437K0.02%Q1 2026 13

Wealthcare Advisory Partners LLC

CIK 0001683059

$12M372K0.23%Q2 2026 14

SYNOVUS FINANCIAL CORP

CIK 0000018349

$12M384K0.14%Q3 2025 15

Pinnacle Financial Partners, Inc.

CIK 0002082866

$12M422K0.09%Q1 2026 16

FIFTH THIRD BANCORP

CIK 0000035527

$12M422K0.02%Q1 2026 17

Private Advisor Group, LLC

CIK 0001567755

$11M409K0.05%Q1 2026 18

ROYAL BANK OF CANADA

CIK 0001000275

$11M407K0.00%Q1 2026 19

Lantz Financial LLC

CIK 0001766883

$9M274K1.63%Q2 2026 20

Kestra Advisory Services, LLC

CIK 0001830819

$7M253K0.03%Q1 2026

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