# LEGG MASON ETF INVT (WINC)

> Institutional ownership reported to the SEC as of Q2 2025, from Form 13F filings. Source: https://holderbook.com/stocks/WINC/

- Reporting holders: 11
- Reported value: $6.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Encompass More Asset Management](https://holderbook.com/funds/2011218-encompass-more-asset-management/) | $2.6M | 106,634 | 0.6% | 4 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.0M | 43,224 | 0.0% | 18 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $716.5K | 29,511 | 0.0% | 22 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $698.0K | 28,748 | 0.0% | 4 |
| [CHOREO, LLC](https://holderbook.com/funds/1679031-choreo-llc/) | $575.3K | 23,695 | 0.0% | 10 |
| [Per Stirling Capital Management, LLC.](https://holderbook.com/funds/1689933-per-stirling-capital-management-llc/) | $494.2K | 20,356 | 0.1% | 11 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $209.2K | 8,618 | 0.0% | 4 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $205.2K | 8,453 | 0.0% | 1 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $58.8K | 2,423 | 0.0% | 15 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $6.6K | 270 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $5.8K | 240 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2025 | 11 | $6.6M |
| Q1 2025 | 12 | $6.4M |
| Q4 2024 | 12 | $8.3M |
| Q3 2024 | 12 | $9.1M |
| Q2 2024 | 10 | $6.1M |
| Q1 2024 | 11 | $6.5M |
| Q4 2023 | 14 | $6.8M |
| Q3 2023 | 9 | $8.0M |
| Q2 2023 | 11 | $6.2M |
| Q1 2023 | 13 | $7.9M |
| Q4 2022 | 11 | $5.9M |
| Q3 2022 | 8 | $6.5M |