Who Owns WINC?
LEGG MASON ETF INVT — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
12
Total Inst. Value
$6.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
12
Closed Positions
0
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Encompass More Asset ManagementNew | $2.5M | 103,784 |
| 2 | LPL Financial LLCNew | $1.1M | 46,164 |
| 3 | CITADEL ADVISORS LLCNew | $779K | 32,192 |
| 4 | CHOREO, LLCNew | $583K | 24,085 |
| 5 | JANE STREET GROUP, LLCNew | $571K | 23,600 |
| 6 | Per Stirling Capital Management, LLC.New | $488K | 20,183 |
| 7 | Integrated Wealth Concepts LLCNew | $257K | 10,614 |
| 8 | AE Wealth Management LLCNew | $60K | 2,469 |
| 9 | Allworth Financial LPNew | $58K | 2,423 |
| 10 | OSAIC HOLDINGS, INC.New | $3K | 130 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Encompass More Asset ManagementNew | +104K | $2.5M |
| LPL Financial LLCNew | +46K | $1.1M |
| CITADEL ADVISORS LLCNew | +32K | $779K |
| CHOREO, LLCNew | +24K | $583K |
| JANE STREET GROUP, LLCNew | +24K | $571K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold WINC?
As of Q1 2025, 12 institutional investors report holding WINC (LEGG MASON ETF INVT) in their 13F filings.
Which hedge fund owns the most WINC?
The largest institutional holder of WINC is Encompass More Asset Management with $2.5M in shares.
Are institutions buying or selling WINC?
This quarter, 12 institutions opened new positions in WINC and 0 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.