Who Owns WINSDOMTREE TR (DOL)? -- Institutional Holders (2026-06-30)
119 institutions reported holding $634.5M of WINSDOMTREE TR (DOL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($199.9M), MORGAN STANLEY ($83.1M), HUNTINGTON NATIONAL BANK ($63.4M), JPMORGAN CHASE & CO ($27.4M), Cascade Financial Partners, LLC ($22.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Creative Planning | $199.9M | 2.7M | Trimmed |
| 2 | MORGAN STANLEY | $83.1M | 1.1M | Added |
| 3 | HUNTINGTON NATIONAL BANK | $63.4M | 0 | Trimmed |
| 4 | JPMORGAN CHASE & CO | $27.4M | 369,181 | Added |
| 5 | Cascade Financial Partners, LLC | $22.9M | 307,535 | Added |
| 6 | Key Financial Inc | $22.8M | 306,315 | Trimmed |
| 7 | Royal Bank of Canada | $22.8M | 306,129 | Trimmed |
| 8 | BIP Wealth, LLC | $22.5M | 301,931 | Added |
| 9 | LPL Financial LLC | $18.8M | 253,339 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $15.0M | 201,357 | Trimmed |
| 11 | M&T Bank Corp | $9.6M | 129,343 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $9.3M | 124,973 | Trimmed |
| 13 | Avidian Wealth Enterprises, LLC | $8.4M | 112,544 | Added |
| 14 | Evernest Financial Advisors, LLC | $6.8M | 91,533 | Trimmed |
| 15 | Powers Advisory Group, LLC | $6.0M | 81,325 | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $5.9M | 79,366 | Added |
| 17 | UBS Group AG | $5.9M | 79,114 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $5.7M | 76,994 | Added |
| 19 | OSAIC HOLDINGS, INC. | $5.5M | 73,334 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $5.0M | 67,264 | Added |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.8M | 63,962 | Trimmed |
| 22 | Cetera Investment Advisers | $4.5M | 61,185 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $4.1M | 54,487 | Trimmed |
| 24 | AMERIPRISE FINANCIAL INC | $3.6M | 49,115 | Added |
| 25 | Gladstone Institutional Advisory LLC | $3.2M | 42,664 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30