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Western Asset ST DUR Inc ETF (WINC)

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Encompass More Asset Management
INCREASED
Shares106,634 from 103,784
Change+2,850 (+3%)
Value$2.6M (+$77.5K)
Filed 2025-08-07
LPL Financial LLC
DECREASED
Shares43,224 from 46,164
Change-2,940 (-6%)
Value$1.0M (-$67.7K)
Filed 2025-08-12
Jane Street Group, LLC
INCREASED
Shares29,511 from 22,400
Change+7,111 (+32%)
Value$716.5K (+$174.4K)
Filed 2025-08-14
Citadel Advisors LLC
DECREASED
Shares28,748 from 32,192
Change-3,444 (-11%)
Value$698.0K (-$81.0K)
Filed 2025-08-14
Choreo, LLC
DECREASED
Shares23,695 from 24,085
Change-390 (-2%)
Value$575.3K (-$7.5K)
Filed 2025-08-13
Per Stirling Capital Management, Llc.
INCREASED
Shares20,356 from 20,183
Change+173 (+1%)
Value$494.2K (+$5.8K)
Filed 2025-08-13
Integrated Wealth Concepts LLC
DECREASED
Shares8,618 from 10,614
Change-1,996 (-19%)
Value$209.2K (-$47.6K)
Filed 2025-08-14
Private Advisor Group, LLC
NEW
Shares8,453
Change+8,453
Value$205.3K
Filed 2025-08-11
Allworth Financial LP
UNCHANGED
Shares2,423 from 2,423
Change0 (0%)
Value$58.8K (+$388)
Filed 2025-08-07
UBS Group AG
INCREASED
Shares270 from 11
Change+259 (+2355%)
Value$6.6K (+$6.3K)
Filed 2025-08-14
Osaic Holdings, Inc.
INCREASED
Shares240 from 130
Change+110 (+85%)
Value$5.8K (+$2.7K)
Filed 2025-09-04
AE Wealth Management LLC
CLOSED
Shares0 from 2,469
Change-2,469 (-100%)
Value$0 (-$59.8K)
Filed 2025-08-06
Morgan Stanley
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$37)
Filed 2025-08-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
Encompass More Asset Management
INCREASED106,634103,784+2,850+3%$2.5M$2.6M+$77.5K2025-08-07
LPL Financial LLC
DECREASED43,22446,164-2,940-6%$1.1M$1.0M-$67.7K2025-08-12
Jane Street Group, LLC
INCREASED29,51122,400+7,111+32%$542.1K$716.5K+$174.4K2025-08-14
Citadel Advisors LLC
DECREASED28,74832,192-3,444-11%$779.0K$698.0K-$81.0K2025-08-14
Choreo, LLC
DECREASED23,69524,085-390-2%$582.9K$575.3K-$7.5K2025-08-13
Per Stirling Capital Management, Llc.
INCREASED20,35620,183+173+1%$488.4K$494.2K+$5.8K2025-08-13
Integrated Wealth Concepts LLC
DECREASED8,61810,614-1,996-19%$256.9K$209.2K-$47.6K2025-08-14
Private Advisor Group, LLC
NEW8,453—+8,453——$205.3K—2025-08-11
Allworth Financial LP
UNCHANGED2,4232,42300%$58.4K$58.8K+$3882025-08-07
UBS Group AG
INCREASED27011+259+2355%$266$6.6K+$6.3K2025-08-14
Osaic Holdings, Inc.
INCREASED240130+110+85%$3.2K$5.8K+$2.7K2025-09-04
AE Wealth Management LLC
CLOSED02,469-2,469-100%$59.8K$0-$59.8K2025-08-06
Morgan Stanley
CLOSED01-1-100%$37$0-$372025-08-14
Proequities, Inc.
UNCHANGED000—$0$0$02025-08-12
Showing 14 of 14 institutions