Titelia

Fund shareholders of Wintrust Financial Corp

ISIN US97650W1080 · United States · LEI Q774KI4AW80FHFW33O61

Fund shareholders
484
Of which ETFs
112 372 other funds
Value held
4.8B $ 142.3M SEK
Share of capital
50.2 % of 67.5M shares on Jul 31, 2026

484 funds hold this company. This table lists the 483 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 54,2357.5M $0.15 %0.08 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 54,1658.2M $0.66 %0.08 %as of Apr 30, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 54,1537.8M $2.04 %0.08 %as of Feb 28, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 53,2798M $1.65 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 52,4167.9M $0.05 %0.08 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 51,5327.4M $0.61 %0.08 %as of Feb 28, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 51,3577.1M $1.95 %0.08 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 51,1457.4M $0.28 %0.08 %as of Feb 28, 2026 ↗
Mairs & Power Small Cap Fund Trust for Professional Managers 50,1197M $3.05 %0.07 %as of Mar 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 49,8277.5M $0.90 %0.07 %as of Apr 30, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 49,7536.9M $2.63 %0.07 %as of Mar 31, 2026 ↗
Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 49,5577.1M $1.47 %0.07 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 49,3847.1M $0.28 %0.07 %as of Feb 28, 2026 ↗
iShares Russell 1000 ETF iShares Trust 47,0686.5M $0.02 %0.07 %as of Mar 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 45,8836.9M $0.64 %0.07 %as of Apr 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 45,7436.9M $1.06 %0.07 %as of Apr 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust 45,6536.3M $1.43 %0.07 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 44,5126.2M $0.20 %0.07 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 43,4196.3M $0.03 %0.06 %as of Feb 28, 2026 ↗
Fidelity OTC Portfolio Fidelity Securities Fund 43,4126.5M $0.02 %0.06 %as of Apr 30, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 43,3806M $0.88 %0.06 %as of Mar 31, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 43,3506M $3.45 %0.06 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 42,0365.8M $0.28 %0.06 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 41,6105.8M $0.34 %0.06 %as of Mar 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 40,1006M $0.11 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 39,0915.6M $0.01 %0.06 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 39,0435.4M $0.01 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 38,9105.9M $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 38,2855.5M $0.03 %0.06 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 38,2735.5M $0.02 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 37,8705.3M $0.01 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 36,3975.5M $0.16 %0.05 %as of Apr 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 35,9665.4M $0.86 %0.05 %as of Apr 30, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 35,2004.9M $1.24 %0.05 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 34,8265.2M $1.15 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 34,5175.2M $0.01 %0.05 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 34,2475.2M $1.04 %0.05 %as of Apr 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 33,4845M $0.21 %0.05 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 33,4384.8M $0.71 %0.05 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 33,1424.8M $0.04 %0.05 %as of Feb 28, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 32,4904.5M $1.36 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 32,3734.5M $0.01 %0.05 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 31,9474.4M $0.19 %0.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 31,3744.7M $0.20 %0.05 %as of Apr 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 31,1494.3M $0.29 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 31,0534.3M $0.29 %0.05 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 30,4834.2M $0.23 %0.05 %as of Mar 31, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 30,0204.5M $1.59 %0.04 %as of Apr 30, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 28,4004.3M $0.87 %0.04 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 27,9233.9M $0.67 %0.04 %as of Mar 31, 2026 ↗
NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 27,4904.1M $1.78 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 27,1024.1M $0.29 %0.04 %as of Apr 30, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 26,9074.1M $0.89 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 26,8464M $0.03 %0.04 %as of Apr 30, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 25,9753.6M $2.30 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 25,6213.9M $0.29 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 25,6013.9M $0.03 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 25,5713.9M $0.19 %0.04 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 25,4403.5M $0.50 %0.04 %as of Mar 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 25,2483.5M $0.29 %0.04 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 24,9153.5M $1.74 %0.04 %as of Mar 31, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 24,8393.5M $1.21 %0.04 %as of Mar 31, 2026 ↗
FundX Future Fund Opportunities ETF FundX Investment Trust 24,8003.4M $1.75 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 24,6433.4M $0.13 %0.04 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 24,6323.4M $1.06 %0.04 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,3493.7M $0.07 %0.04 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 24,0403.5M $0.48 %0.04 %as of Feb 28, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 23,7903.3M $0.28 %0.04 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 23,7173.3M $4.53 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 23,5243.5M $0.15 %0.03 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 23,4763.3M $0.29 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 23,2123.2M $0.12 %0.03 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 23,1073.2M $0.99 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 23,1043.5M $0.03 %0.03 %as of Apr 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 22,7303.2M $0.28 %0.03 %as of Mar 31, 2026 ↗
NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III 22,5123.1M $2.09 %0.03 %as of Mar 31, 2026 ↗
Carillon Chartwell Small Cap Fund Carillon Series Trust 22,5093.1M $1.65 %0.03 %as of Mar 31, 2026 ↗
Harbor Mid Cap Fund HARBOR FUNDS 22,4253.4M $1.62 %0.03 %as of Apr 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 22,0143.2M $0.29 %0.03 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 21,9333M $0.03 %0.03 %as of Mar 31, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 21,9073M $1.62 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 21,0343.2M $0.01 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 20,5953.1M $0.02 %0.03 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 20,3262.8M $0.02 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 20,2523M $0.15 %0.03 %as of Apr 30, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 20,0442.8M $1.77 %0.03 %as of Mar 31, 2026 ↗
Thrivent Mid Cap Value ETF Thrivent ETF Trust 19,6692.7M $0.96 %0.03 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,5983M $0.22 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,5982.7M $0.29 %0.03 %as of Mar 31, 2026 ↗
Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series 19,2172.9M $3.25 %0.03 %as of Apr 30, 2026 ↗
Timothy Plan Aggressive Growth Fund TIMOTHY PLAN 18,9742.6M $2.26 %0.03 %as of Mar 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 18,9082.6M $0.75 %0.03 %as of Mar 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 18,8952.7M $0.16 %0.03 %as of Feb 28, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 18,2222.6M $0.24 %0.03 %as of Feb 27, 2026 ↗
EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust 18,0742.5M $1.43 %0.03 %as of Mar 31, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 18,0002.7M $3.75 %0.03 %as of Apr 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 17,7002.5M $0.90 %0.03 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 17,5742.5M $0.34 %0.03 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 17,5432.6M $0.12 %0.03 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 17,4042.4M $0.29 %0.03 %as of Mar 31, 2026 ↗

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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 4.53 %as of Mar 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 3.83 %as of Apr 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.75 %as of Apr 30, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 3.45 %as of Mar 31, 2026 ↗
Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series 3.25 %as of Apr 30, 2026 ↗
Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series 3.17 %as of Mar 31, 2026 ↗
Mairs & Power Small Cap Fund Trust for Professional Managers 3.05 %as of Mar 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 2.98 %as of Apr 30, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 2.97 %as of Apr 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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

Declared shareholders of Wintrust Financial Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.36 %3,605,860as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.26 %3,542,596as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Wintrust Financial Corp

28 funds declare 28 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 Fund17.2M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND14.9M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13.8M $as of Mar 31, 2026
Mairs & Power Balanced Fund13.4M $as of Mar 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF11.8M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.5M $as of Mar 31, 2026
North Star Bond Fund11.5M $as of Feb 28, 2026
North Star Opportunity Fund11.2M $as of Feb 28, 2026
Performance Trust Multisector Bond Fund11.2M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF11.1M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF11M $as of Feb 28, 2026
WesMark Government Bond Fund1975.8K $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1534.9K $as of Feb 28, 2026
iShares Core Universal USD Bond ETF1359.4K $as of Apr 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND1298.5K $as of Mar 31, 2026
EQ/Core Bond Index Portfolio1245.5K $as of Mar 31, 2026
State Street(R) SPDR Portfolio Corporate Bond ETF1237.8K $as of Mar 31, 2026
Schwab U.S. Aggregate Bond ETF1205.9K $as of Mar 31, 2026
iShares U.S. Intermediate Credit Bond Index Fund1147.7K $as of Apr 30, 2026
iShares ESG Aware USD Corporate Bond ETF1119K $as of Feb 28, 2026
Bond Index Fund197.5K $as of Mar 31, 2026
F/m 3-Year Investment Grade Corporate Bond ETF191K $as of Feb 28, 2026
Schwab 1-5 Year Corporate Bond ETF173.5K $as of Mar 31, 2026
iShares Core 1-5 Year USD Bond ETF154.2K $as of Apr 30, 2026
Schwab U.S. Aggregate Bond Index Fund150.1K $as of Feb 28, 2026
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Titelia. "Fund shareholders of Wintrust Financial Corp". https://titelia.com/en/stocks/wintrust-financial-corp-US97650W1080