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Western Asset ST DUR Inc ETF (WINC)

CUSIP: 52468L786 | NASDAQ | 42 institutional holders

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
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Institutional Holders — Q2 2025

Encompass More Asset Management106,634
0.6% of portfolio›$2.6M
LPL Financial LLC43,224
0.0% of portfolio›$1.0M
Jane Street Group, LLC29,511
0.0% of portfolio›$716.5K
Citadel Advisors LLC28,748
0.0% of portfolio›$698.0K
Choreo, LLC23,695
0.0% of portfolio›$575.3K
Per Stirling Capital Management, Llc.20,356
0.1% of portfolio›$494.2K
Integrated Wealth Concepts LLC8,618
0.0% of portfolio›$209.2K
Private Advisor Group, LLC8,453
0.0% of portfolio›$205.3K
Allworth Financial LP2,423
0.0% of portfolio›$58.8K
UBS Group AG270
0.0% of portfolio›$6.6K
Osaic Holdings, Inc.240
0.0% of portfolio›$5.8K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Encompass More Asset Management
106,634$2.6M0.6%ETFHighDanville, CA2025-08-07
LPL Financial LLC
43,224$1.0M0.0%IndexVery LowFort Mill, SC2025-08-12
Jane Street Group, LLC
29,511$716.5K0.0%CoreVery HighNew York, NY2025-08-14
Citadel Advisors LLC
28,748$698.0K0.0%CoreVery HighMiami, FL2025-08-14
Choreo, LLC
23,695$575.3K0.0%IndexLowRockford, IL2025-08-13
Per Stirling Capital Management, Llc.
20,356$494.2K0.1%ETFMediumAustin, TX2025-08-13
Integrated Wealth Concepts LLC
8,618$209.2K0.0%ETFLowWaltham, MA2025-08-14
Private Advisor Group, LLC
8,453$205.3K0.0%ETFMediumMorristown, NJ2025-08-11
Allworth Financial LP
2,423$58.8K0.0%IndexLowFolsom, CA2025-08-07
UBS Group AG
270$6.6K0.0%CoreMediumZurich, Switzerland2025-08-14
Osaic Holdings, Inc.
240$5.8K0.0%IndexLowScottsdale, AZ2025-09-04
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-08-12