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
iShares Russell 3000 ETF iShares Trust 17,3182.4M $0.01 %0.03 %as of Mar 31, 2026 ↗
LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,0152.4M $2.37 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 16,5262.3M $0.20 %0.02 %as of Mar 31, 2026 ↗
Janus Henderson Mid Cap Value Portfolio JANUS ASPEN SERIES 16,4382.3M $1.93 %0.02 %as of Mar 31, 2026 ↗
Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 16,4142.3M $1.53 %0.02 %as of Mar 31, 2026 ↗
M Capital Appreciation Fund M FUND INC 16,2862.3M $0.86 %0.02 %as of Mar 31, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 15,9002.2M $1.30 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 15,62320.7M SEK0.07 %0.02 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 15,6002.2M $0.37 %0.02 %as of Mar 31, 2026 ↗
Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST 15,4282.3M $2.43 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 15,2732.3M $0.02 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,2292.3M $0.39 %0.02 %as of Apr 30, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 15,2182.3M $0.65 %0.02 %as of Apr 30, 2026 ↗
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 15,1282.1M $1.69 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 15,0902.1M $0.29 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 14,9292.1M $0.27 %0.02 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 14,7572.1M $0.74 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 14,7402.1M $0.02 %0.02 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,7362.2M $0.03 %0.02 %as of Apr 30, 2026 ↗
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 14,7292M $1.59 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 14,6192.1M $0.02 %0.02 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,5332.2M $0.26 %0.02 %as of Apr 30, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 14,5322.1M $1.45 %0.02 %as of Feb 27, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 14,2702.1M $2.02 %0.02 %as of Apr 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 14,0612.1M $0.37 %0.02 %as of Apr 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 13,9001.9M $0.02 %0.02 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 13,7332M $0.08 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 13,6232M $0.17 %0.02 %as of Feb 28, 2026 ↗
JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust 13,4001.9M $1.13 %0.02 %as of Mar 31, 2026 ↗
Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND 13,1481.8M $2.55 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 13,0671.8M $0.09 %0.02 %as of Mar 31, 2026 ↗
Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS 13,0001.8M $1.58 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust 12,9661.9M $0.55 %0.02 %as of Feb 28, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 12,9131.8M $0.01 %0.02 %as of Mar 31, 2026 ↗
Spectrum Fund Meeder Funds 12,7161.8M $0.73 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 12,6331.9M $0.07 %0.02 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 12,3381.7M $0.28 %0.02 %as of Mar 31, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 12,3001.7M $1.80 %0.02 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 12,2001.7M $0.04 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 12,0701.7M $0.09 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,0121.8M $0.09 %0.02 %as of Apr 30, 2026 ↗
Penn Series Mid Cap Value Fund Penn Series Funds Inc 11,9891.7M $1.94 %0.02 %as of Mar 31, 2026 ↗
Convergence Long/Short Equity ETF Trust for Professional Managers 11,9681.7M $0.52 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 11,5261.7M $0.07 %0.02 %as of Apr 30, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 11,5101.6M $2.10 %0.02 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,5001.6M $0.02 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 11,3121.7M $0.02 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 11,2391.6M $0.12 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 11,2201.6M $0.09 %0.02 %as of Mar 31, 2026 ↗
Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 11,1611.6M $0.99 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 11,1041.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,0371.6M $0.02 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 10,9191.6M $0.13 %0.02 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,8941.5M $0.20 %0.02 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 10,5621.5M $0.29 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 10,4711.6M $0.25 %0.02 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 10,3811.4M $0.20 %0.02 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 10,3661.4M $0.16 %0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 10,2081.5M $0.30 %0.02 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 10,2011.5M $0.03 %0.02 %as of Feb 28, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 10,0001.4M $1.52 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust 9,9501.4M $1.00 %0.01 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,8611.4M $0.11 %0.01 %as of Feb 28, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 9,8501.4M $0.29 %0.01 %as of Mar 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 9,8381.4M $0.06 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 9,7191.5M $0.24 %0.01 %as of Apr 30, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 9,6001.3M $0.45 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 9,5731.4M $0.04 %0.01 %as of Apr 30, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 9,4231.3M $0.04 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 9,4181.4M $0.30 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 9,3531.3M $0.29 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 9,1631.3M $0.26 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 9,1401.4M $0.15 %0.01 %as of Apr 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 8,9601.2M $1.13 %0.01 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 8,9321.2M $0.78 %0.01 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 8,8191.3M $0.06 %0.01 %as of Feb 28, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 8,7511.2M $0.10 %0.01 %as of Mar 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 8,7331.3M $2.98 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,5841.3M $0.05 %0.01 %as of Apr 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 8,5611.2M $0.01 %0.01 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 8,4961.3M $0.41 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,3741.2M $0.30 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,3401.2M $0.12 %0.01 %as of Mar 31, 2026 ↗
Sterling Capital Mid Cap Relative Value Fund Sterling Capital Funds 8,1751.1M $2.19 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 8,1691.1M $0.33 %0.01 %as of Mar 31, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 8,0731.1M $1.90 %0.01 %as of Mar 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 8,0001.2M $1.94 %0.01 %as of Apr 30, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 7,7291.1M $0.06 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 7,6871.2M $0.29 %0.01 %as of Apr 30, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 7,5861.1M $0.88 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 7,5821.1M $0.15 %0.01 %as of Apr 30, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 7,4811M $1.46 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 7,3381.1M $0.17 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 7,2971M $0.02 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 7,099986.3K $0.22 %0.01 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 7,021975.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 7,020975.4K $0.62 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,820947.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
Principal Capital Appreciation Account Principal Variable Contract Funds, Inc 6,611918.5K $0.39 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6,075914.7K $0.03 %0.01 %as of Apr 30, 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