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
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 5,837811K $1.12 %0.01 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,811837.1K $0.33 %0.01 %as of Feb 28, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 5,717794.3K $0.27 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 5,640783.6K $0.25 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 5,563801.4K $0.12 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,486762.2K $0.20 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 5,484825.7K $0.02 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 5,420780.8K $0.09 %0.01 %as of Feb 28, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 5,324801.6K $0.28 %0.01 %as of Apr 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 5,281733.7K $0.07 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,261757.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,235754.2K $0.02 %0.01 %as of Feb 28, 2026 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 5,234727.2K $2.24 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 5,185747K $0.05 %0.01 %as of Feb 28, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 5,171744.9K $0.09 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,166777.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,115710.7K $0.05 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 4,898680.5K $0.28 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,836671.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,767717.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 4,702653.3K $0.39 %0.01 %as of Mar 31, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 4,673673.2K $0.93 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 4,621642K $0.01 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 4,475644.7K $0.13 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,461619.8K $0.13 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 4,440616.9K $0.20 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,369657.8K $0.30 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,182581K $0.16 %0.01 %as of Mar 31, 2026 ↗
Victory RS Mid Cap Growth Fund Victory Portfolios 4,100569.7K $0.92 %0.01 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 4,000555.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,954549.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 3,876558.4K $0.08 %0.01 %as of Feb 28, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 3,867537.3K $0.35 %0.01 %as of Mar 31, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 3,825575.9K $1.68 %0.01 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 3,823531.2K $0.19 %0.01 %as of Mar 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 3,596518K $0.25 %0.01 %as of Feb 28, 2026 ↗
Small Cap Value Fund VALIC Co I 3,584516.3K $0.20 %0.01 %as of Feb 28, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 3,519529.9K $3.83 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,512528.8K $0.03 %0.01 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,477483.1K $0.26 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,475482.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MID CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 3,451479.5K $0.96 %0.01 %as of Mar 31, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 3,449479.2K $0.23 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 3,300475.4K $0.06 %0.00 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,295457.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 3,249489.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 3,178457.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,162439.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 3,142452.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,133435.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 3,100430.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 3,063441.3K $2.70 %0.00 %as of Feb 27, 2026 ↗
Longview Advantage ETF RBB Fund Trust 3,060440.8K $0.07 %0.00 %as of Feb 28, 2026 ↗
Fidelity OTC K6 Portfolio Fidelity Securities Fund 2,977448.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 2,919405.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 2,815423.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,790420.1K $0.16 %0.00 %as of Apr 30, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 2,732379.6K $0.88 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,729393.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 2,699388.8K $0.12 %0.00 %as of Feb 28, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 2,685373.1K $1.62 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 2,585359.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,577358K $0.08 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,446352.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,375330K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 2,346353.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,279316.6K $0.16 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 2,233321.7K $0.21 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 2,225320.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,219308.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 2,208318.1K $0.28 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 2,147323.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 2,106292.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,073288K $0.00 %0.00 %as of Mar 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 2,066287.1K $0.29 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,021304.3K $0.08 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,000288.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 1,997277.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 1,993300.1K $2.97 %0.00 %as of Apr 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,980285.2K $0.07 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,927267.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,876282.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust 1,837276.6K $2.51 %0.00 %as of Apr 30, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 1,826263.1K $0.47 %0.00 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,799250K $0.12 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,774246.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,655229.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,614224.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 1,540214K $0.07 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,518210.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 1,516210.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,484206.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,443200.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Lazard Retirement US Small Cap Equity Select Portfolio LAZARD RETIREMENT SERIES INC 1,442200.4K $2.27 %0.00 %as of Mar 31, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 1,437216.4K $0.04 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,401210.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,400194.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Lazard Global Small Cap Equity Portfolio LAZARD FUNDS INC 1,397194.1K $1.44 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 1,391193.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,373190.8K $0.20 %0.00 %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