Titelia

Fund shareholders of Wintrust Financial Corp

ISIN US97650W1080 · United States · LEI Q774KI4AW80FHFW33O61

Fund shareholders
475
Of which ETFs
112 363 other funds
Value held
≈ 5.3B $ 5.3B $ · 142.3M SEK
Share of capital
49.3 % of 67.5M shares on Jul 31, 2026

475 funds hold this company. This table lists the 474 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 2,308,215371M $0.30 %3.42 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,139,964343.9M $0.02 %3.17 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,546,246248.5M $0.13 %2.29 %as of Jun 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,334,466214.5M $0.23 %1.98 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 979,864157.5M $0.23 %1.45 %as of Jun 30, 2026 ↗
First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI 929,546149.4M $1.30 %1.38 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 927,555148M $0.67 %1.37 %as of Jul 31, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 787,556125.6M $1.41 %1.17 %as of Jul 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 774,822123.6M $0.50 %1.15 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 772,746124.2M $0.13 %1.15 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 731,308117.5M $0.93 %1.08 %as of Jun 30, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 681,841109.6M $1.15 %1.01 %as of Jun 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 654,825105.2M $0.93 %0.97 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 515,25182.2M $1.50 %0.76 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 414,04062.2M $0.02 %0.61 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 387,38762.3M $1.31 %0.57 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 381,62660.9M $0.05 %0.57 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 354,77356.6M $0.29 %0.53 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 344,69151.8M $0.12 %0.51 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 341,41754.9M $0.30 %0.51 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 337,90754.3M $0.62 %0.50 %as of Jun 30, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 323,37152M $1.49 %0.48 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 321,81848.3M $0.21 %0.48 %as of May 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 310,00049.8M $1.06 %0.46 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 303,11348.4M $0.29 %0.45 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 299,86647.8M $0.24 %0.44 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 292,72646.7M $1.60 %0.43 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 277,46544.3M $0.31 %0.41 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 272,45643.8M $0.08 %0.40 %as of Jun 30, 2026 ↗
Janus Henderson Mid Cap Value Fund Janus Investment Fund 270,34243.4M $2.15 %0.40 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 266,63242.5M $0.04 %0.40 %as of Jul 31, 2026 ↗
ClearBridge Select Fund Legg Mason Partners Investment Trust 252,20040.2M $1.27 %0.37 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 251,38540.1M $0.08 %0.37 %as of Jul 31, 2026 ↗
Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) 249,41240.1M $1.53 %0.37 %as of Jun 30, 2026 ↗
Harbor Small Cap Growth Fund HARBOR FUNDS 239,64538.2M $1.43 %0.36 %as of Jul 31, 2026 ↗
Small-MidCap Dividend Income Fund Principal Funds, Inc 238,13835.8M $2.33 %0.35 %as of May 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 236,64538M $1.32 %0.35 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 200,54732M $0.21 %0.30 %as of Jul 31, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 199,04632M $1.20 %0.30 %as of Jun 30, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 198,42131.9M $0.38 %0.29 %as of Jun 30, 2026 ↗
Janus Henderson Small Cap Value Fund Janus Investment Fund 198,30831.9M $2.51 %0.29 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 184,89429.5M $0.36 %0.27 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 181,02527.2M $0.19 %0.27 %as of May 31, 2026 ↗
SmallCap Fund Principal Funds, Inc 176,50028.2M $1.35 %0.26 %as of Jul 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 165,60026.6M $1.16 %0.25 %as of Jun 30, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 163,21726M $1.36 %0.24 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 148,49723.9M $0.03 %0.22 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 147,06623.5M $0.51 %0.22 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 146,05423.5M $1.17 %0.22 %as of Jun 30, 2026 ↗
AB Discovery Value Fund AB TRUST 138,02722.2M $0.86 %0.20 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 137,25121.9M $0.05 %0.20 %as of Jul 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 130,66120.8M $1.44 %0.19 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 129,47720.8M $0.01 %0.19 %as of Jun 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 129,25619.4M $0.76 %0.19 %as of May 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 128,57019.3M $0.63 %0.19 %as of May 31, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 128,41020.6M $1.65 %0.19 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 125,49318.9M $0.01 %0.19 %as of May 31, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 121,02719.3M $0.49 %0.18 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 120,63619.2M $0.05 %0.18 %as of Jul 31, 2026 ↗
Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST 120,59319.2M $1.72 %0.18 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 117,83117.7M $0.20 %0.17 %as of May 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 117,30018.7M $0.67 %0.17 %as of Jul 31, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 116,71018.8M $1.24 %0.17 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 113,34018.1M $0.04 %0.17 %as of Jul 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 110,62517.8M $1.23 %0.16 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 108,31716.3M $0.12 %0.16 %as of May 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 106,85516.1M $0.29 %0.16 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 103,59416.6M $0.62 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 102,57715.4M $0.01 %0.15 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 102,04016.4M $0.10 %0.15 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 97,46415.7M $1.54 %0.14 %as of Jun 30, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 93,56014.9M $2.11 %0.14 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 93,45214.9M $0.03 %0.14 %as of Jul 31, 2026 ↗
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 90,577119.9M SEK4.59 %0.13 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 89,27014.3M $0.97 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 88,14114.2M $0.02 %0.13 %as of Jun 30, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 87,18713.1M $1.83 %0.13 %as of May 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 76,61912.2M $0.78 %0.11 %as of Jul 31, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 74,56111.9M $1.69 %0.11 %as of Jul 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 72,24911.5M $0.77 %0.11 %as of Jul 31, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 71,70011.5M $1.76 %0.11 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 71,20310.7M $0.08 %0.11 %as of May 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 68,44110.9M $2.77 %0.10 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 68,41810.9M $0.01 %0.10 %as of Jul 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 67,80610.9M $0.29 %0.10 %as of Jun 30, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 67,57710.2M $0.90 %0.10 %as of May 31, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 65,68910.6M $1.56 %0.10 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 64,29210.3M $0.03 %0.10 %as of Jun 30, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 61,6539.9M $1.20 %0.09 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 59,3478.9M $0.01 %0.09 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 58,3219.3M $0.02 %0.09 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 58,1599.3M $0.04 %0.09 %as of Jun 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 57,9008.7M $1.92 %0.09 %as of May 31, 2026 ↗
Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 57,8188.7M $1.25 %0.09 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 57,5599.3M $0.16 %0.09 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 56,7308.5M $0.60 %0.08 %as of May 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 56,3819M $1.35 %0.08 %as of Jul 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 54,6818.8M $0.30 %0.08 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 54,1868.7M $0.22 %0.08 %as of Jun 30, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 53,7038.1M $2.07 %0.08 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds US Small Cap BNP Paribas Asset Management Luxembourg 1.37 %as of Dec 31, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 4.59 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4.37 %as of Jun 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 3.97 %as of Jul 31, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.73 %as of Jul 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 3.42 %as of Jun 30, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 3.04 %as of May 29, 2026 ↗
Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series 3.00 %as of Jul 31, 2026 ↗
Mairs & Power Small Cap Fund Trust for Professional Managers 2.99 %as of Jun 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 2.87 %as of Jul 31, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 2.86 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3471-933,143,828-1.9 %
2026Q2480+1933,793,533+3.5 %
2026Q1461-532,665,900-2.4 %
2025Q4466-533,475,038-1.7 %
2025Q3471+434,047,263-2.9 %
2025Q2467+935,077,381+2.6 %
2025Q1458+334,195,474-1.7 %
2024Q4455034,792,963+4.5 %
2024Q3455+233,280,847+2.3 %
2024Q2453+432,517,881+2.1 %
2024Q1449+1831,858,722+2.7 %
2023Q443131,011,317

Institutional managers

543 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.6,296,593874.8M $as of Mar 31, 2026
FMR LLC5,286,382734.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,701,984375.4M $as of Mar 31, 2026
STATE STREET CORP2,586,355359.3M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,830,268254.3M $as of Mar 31, 2026
EARNEST PARTNERS LLC1,400,634194.6M $as of Mar 31, 2026
Invesco Ltd.1,368,735190.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,319,317183.3M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,265,800175.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,018,578141.5M $as of Mar 31, 2026
Clearbridge Investments, LLC957,243133M $as of Mar 31, 2026
Capital International Investors902,667125.4M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC848,645117.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP832,352115.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC807,547112.2M $as of Mar 31, 2026
NORTHERN TRUST CORP787,584109.4M $as of Mar 31, 2026
SEI INVESTMENTS CO745,273103.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO722,65596.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC698,87697.1M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.650,60090.4M $as of Mar 31, 2026
Clark Capital Management Group, Inc.626,11887M $as of Mar 31, 2026
Artemis Investment Management LLP611,62085M $as of Mar 31, 2026
Channing Capital Management, LLC610,68984.8M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.606,00384.7M $as of Mar 31, 2026
Bank of New York Mellon Corp595,83082.8M $as of Mar 31, 2026

Funds holding the debt of Wintrust Financial Corp

33 funds declare 33 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund17.1M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND14.8M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13.9M $as of Jun 30, 2026
Mairs & Power Balanced Fund13.5M $as of Jun 30, 2026
iShares iBonds Dec 2029 Term Corporate ETF12.2M $as of Jul 31, 2026
Strategic Bond Fund11.6M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.5M $as of Jun 30, 2026
North Star Bond Fund11.5M $as of May 31, 2026
North Star Opportunity Fund11.2M $as of May 31, 2026
Performance Trust Multisector Bond Fund11.2M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF11.1M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF11M $as of May 31, 2026
WesMark Government Bond Fund1995.5K $as of Jun 30, 2026
Strategic Bond Fund1563.9K $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1527.6K $as of May 31, 2026
iShares Core Universal USD Bond ETF1362.6K $as of Jul 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND1303.9K $as of Jun 30, 2026
Opportunistic Credit Fund1266.2K $as of Jul 31, 2026
EQ/Core Bond Index Portfolio1248.6K $as of Jun 30, 2026
Schwab U.S. Aggregate Bond ETF1209.3K $as of Jun 30, 2026
iShares U.S. Intermediate Credit Bond Index Fund1149K $as of Jul 31, 2026
iShares ESG Aware USD Corporate Bond ETF1117.2K $as of May 31, 2026
Schwab 1-5 Year Corporate Bond ETF199.7K $as of Jun 30, 2026
Bond Index Fund199.5K $as of Jun 30, 2026
State Street(R) SPDR Portfolio Corporate Bond ETF192.7K $as of Jun 30, 2026
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Titelia. "Fund shareholders of Wintrust Financial Corp". https://titelia.com/en/stocks/wintrust-financial-corp-US97650W1080