| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LLC | $128.7M | 4.6M | ▼−7.3% Reduced · −364K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $122.8M | 4.4M | ▼−11% Reduced · −529K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $55.2M | 2.0M | ▲+4.1% Added · +78K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $57.6M | 1.7M | ▲+9.2% Added · +146K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $32.6M | 1.2M | ▼−6.0% Reduced · −75K sh | Q1 2026 | |
| 6 | Cerity Partners LLC | $12.1M | 437K | ▲New +437K sh | Q1 2026 | |
| 7 | Pinnacle Financial Partners, Inc. | $11.7M | 422K | ▲+3.8% Added · +16K sh | Q1 2026 | |
| 8 | FIFTH THIRD BANCORP | $11.7M | 422K | ▼−3.4% Reduced · −15K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $11.3M | 409K | ▲+1.7% Added · +7K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $11.3M | 407K | ▼−15% Reduced · −74K sh | Q1 2026 | |
| 11 | Wealthcare Advisory Partners LLC | $12.1M | 372K | ▼−4.6% Reduced · −18K sh | Q2 2026 | |
| 12 | Lantz Financial LLC | $8.9M | 274K | ▲+6.6% Added · +17K sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $7.0M | 253K | ▲+2.4% Added · +6K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $6.3M | 228K | ▼−4.7% Reduced · −11K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $6.3M | 227K | ▲+3.5% Added · +8K sh | Q1 2026 | |
| 16 | Equitable Holdings, Inc. | $5.9M | 191K | ▲+5.2% Added · +9K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $5.0M | 179K | ▲+3.8% Added · +7K sh | Q1 2026 | |
| 18 | IHT Wealth Management, LLC | $4.1M | 148K | ▲+4.4% Added · +6K sh | Q1 2026 | |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $3.9M | 141K | ▲+48% Added · +46K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $3.9M | 140K | ▼−4.2% Reduced · −6K sh | Q1 2026 | |
| 21 | Joel Isaacson & Co., LLC | $3.7M | 134K | ▲+21% Added · +23K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $3.6M | 129K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 23 | GREAT VALLEY ADVISOR GROUP, INC. | $3.4M | 121K | ▲+0.1% Added · +105 sh | Q1 2026 | |
| 24 | WCG Wealth Advisors LLC | $3.3M | 120K | ▼−32% Reduced · −57K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $3.1M | 113K | ▲New +113K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $8.5B |
| NVIDIA CORPNVDA | 26 funds | $7.2B |
| MICROSOFT CORPMSFT | 26 funds | $7.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 26 funds | $4.9B |
| VANGUARD S&P 500 ETFVOO | 26 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 26 funds | $3.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 26 funds | $3.0B |
| BROADCOM INCAVGO | 26 funds | $2.9B |
| VANGUARD GROWTH ETFVUG | 26 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 26 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $2.6B |
Ranked by how many of WINN's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WINN/capital-change-brief"
Use Arkolith's capital_change_brief for WINN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for WINN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.