Who Owns WINSDOMTREE TR (DOL)? -- Institutional Holders (2026-06-30)

120 institutions reported holding $634.6M 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.

RankInstitutionValueSharesChange
1Creative Planning$199.9M2.7MTrimmed
2MORGAN STANLEY$83.1M1.1MAdded
3HUNTINGTON NATIONAL BANK$63.4M0Trimmed
4JPMORGAN CHASE & CO$27.4M369,181Added
5Cascade Financial Partners, LLC$22.9M307,535Added
6Key Financial Inc$22.8M306,315Trimmed
7Royal Bank of Canada$22.8M306,129Trimmed
8BIP Wealth, LLC$22.5M301,931Added
9LPL Financial LLC$18.8M253,339Added
10BANK OF AMERICA CORP /DE/$15.0M201,357Trimmed
11M&T Bank Corp$9.6M129,343Added
12COMMONWEALTH EQUITY SERVICES, LLC$9.3M124,973Trimmed
13Avidian Wealth Enterprises, LLC$8.4M112,544Added
14Evernest Financial Advisors, LLC$6.8M91,533Trimmed
15Powers Advisory Group, LLC$6.0M81,325Trimmed
16WELLS FARGO & COMPANY/MN$5.9M79,366Added
17UBS Group AG$5.9M79,114Added
18MML INVESTORS SERVICES, LLC$5.7M76,994Added
19OSAIC HOLDINGS, INC.$5.5M73,334Trimmed
20RAYMOND JAMES FINANCIAL INC$5.0M67,264Added
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.8M63,962Trimmed
22Cetera Investment Advisers$4.5M61,185Trimmed
23Rockefeller Capital Management L.P.$4.1M54,487Trimmed
24AMERIPRISE FINANCIAL INC$3.6M49,115Added
25Gladstone Institutional Advisory LLC$3.2M42,664Trimmed

Source: SEC Form 13F filings · as of 2026-06-30