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
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 52,8308.4M $0.05 %0.08 %as of Jul 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 51,6178.2M $0.91 %0.08 %as of Jul 31, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 50,2458.1M $1.96 %0.07 %as of Jun 30, 2026 ↗
Mairs & Power Small Cap Fund Trust for Professional Managers 50,1198.1M $2.99 %0.07 %as of Jun 30, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 49,7538M $2.82 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 49,2377.4M $0.29 %0.07 %as of May 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 47,8387.2M $0.28 %0.07 %as of May 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 47,5007.1M $0.91 %0.07 %as of May 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 47,4787.1M $0.57 %0.07 %as of May 31, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 46,4667.5M $1.21 %0.07 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 46,2887.4M $0.02 %0.07 %as of Jun 30, 2026 ↗
iShares U.S. Financials ETF iShares Trust 45,2337.2M $0.16 %0.07 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 44,5127.2M $0.20 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 43,8157M $0.29 %0.06 %as of Jun 30, 2026 ↗
Fidelity OTC Portfolio Fidelity Securities Fund 43,4126.9M $0.02 %0.06 %as of Jul 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 42,1406.7M $0.60 %0.06 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 41,9536.3M $0.03 %0.06 %as of May 31, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 41,7916.7M $0.87 %0.06 %as of Jun 30, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 41,7606.7M $3.42 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 40,9106.5M $0.01 %0.06 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 40,3586.1M $0.02 %0.06 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 39,6756.3M $0.50 %0.06 %as of Jul 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 39,6166.4M $0.34 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 39,5705.9M $0.01 %0.06 %as of May 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 39,4485.9M $0.79 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 39,0436.3M $0.02 %0.06 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 39,0206.3M $1.98 %0.06 %as of Jun 30, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 37,9166.1M $0.24 %0.06 %as of Jun 30, 2026 ↗
Allspring Opportunity Fund ALLSPRING FUNDS TRUST 37,7936.1M $0.32 %0.06 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 36,5765.5M $0.04 %0.05 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 36,4815.8M $0.01 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 36,4425.9M $0.01 %0.05 %as of Jun 30, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 35,2005.7M $1.23 %0.05 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 34,4325.5M $0.22 %0.05 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 33,3325.3M $0.22 %0.05 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 33,2455.3M $0.18 %0.05 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 32,7215.2M $1.03 %0.05 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 32,3985.2M $0.25 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 32,3985.2M $0.02 %0.05 %as of Jun 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 32,0665.1M $0.76 %0.05 %as of Jul 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 31,9195.1M $0.14 %0.05 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 31,2235M $0.29 %0.05 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 30,7254.9M $0.29 %0.05 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 29,0624.6M $0.23 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 28,6654.6M $0.02 %0.04 %as of Jun 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 28,4454.3M $0.23 %0.04 %as of May 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust 28,4024.6M $0.93 %0.04 %as of Jun 30, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 28,1104.5M $1.11 %0.04 %as of Jun 30, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 27,5624.4M $2.37 %0.04 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 26,7324.3M $0.67 %0.04 %as of Jun 30, 2026 ↗
FundX Future Fund Opportunities ETF FundX Investment Trust 26,3844.2M $1.76 %0.04 %as of Jun 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 26,3174.2M $0.86 %0.04 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 26,2104.2M $0.03 %0.04 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 25,7864.1M $0.30 %0.04 %as of Jul 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 25,7004.1M $0.07 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 25,6014.1M $0.03 %0.04 %as of Jul 31, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 25,4404.1M $0.47 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 24,8764M $0.15 %0.04 %as of Jul 31, 2026 ↗
Carillon Chartwell Small Cap Fund Carillon Series Trust 24,8634M $1.58 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 24,6123.9M $0.30 %0.04 %as of Jul 31, 2026 ↗
Harbor Mid Cap Fund HARBOR FUNDS 24,4893.9M $1.67 %0.04 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,3493.9M $0.07 %0.04 %as of Jul 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 24,3453.9M $1.77 %0.04 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 24,1323.9M $1.34 %0.04 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 24,0783.9M $0.30 %0.04 %as of Jun 30, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 23,8243.8M $0.93 %0.04 %as of Jul 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 23,7753.8M $4.37 %0.04 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 23,4513.8M $0.30 %0.03 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 23,4163.5M $0.47 %0.03 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 23,3713.7M $0.87 %0.03 %as of Jul 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 23,3573.8M $0.29 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 23,3123.7M $0.12 %0.03 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 23,1953.7M $0.03 %0.03 %as of Jun 30, 2026 ↗
NYLIM Fiera SMID Growth Fund NYLIM FUNDS TRUST 23,1233.7M $1.83 %0.03 %as of Jul 31, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 23,0513.5M $0.56 %0.03 %as of May 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 23,0003.7M $0.57 %0.03 %as of Jun 30, 2026 ↗
NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III 22,5123.6M $1.87 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 22,3983.6M $0.03 %0.03 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 22,2413.6M $0.99 %0.03 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 22,1993.6M $0.29 %0.03 %as of Jun 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 21,9813.5M $1.12 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 21,8453.5M $0.02 %0.03 %as of Jul 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 21,8123.3M $0.30 %0.03 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 20,6423.3M $0.02 %0.03 %as of Jul 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 20,3313.2M $0.15 %0.03 %as of Jul 31, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 20,3113.3M $1.67 %0.03 %as of Jun 30, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 20,1093.2M $1.07 %0.03 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 19,7033.1M $0.05 %0.03 %as of Jul 31, 2026 ↗
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 19,2853.1M $1.58 %0.03 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,2273.1M $0.22 %0.03 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 19,1822.9M $0.39 %0.03 %as of May 31, 2026 ↗
Timothy Plan Small/Mid Cap Growth Fund TIMOTHY PLAN 18,9743M $1.72 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,8753M $0.30 %0.03 %as of Jun 30, 2026 ↗
Small Cap Special Values Fund VALIC Co I 18,3702.8M $1.59 %0.03 %as of May 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 18,3482.9M $0.02 %0.03 %as of Jun 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 18,0002.9M $3.73 %0.03 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 17,8952.9M $0.71 %0.03 %as of Jun 30, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 17,7392.9M $0.96 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 17,6712.8M $0.12 %0.03 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 17,6572.7M $0.02 %0.03 %as of May 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Wintrust Financial Corp". https://titelia.com/en/stocks/wintrust-financial-corp-US97650W1080