Wintrust FinancialWTFC
13F holders, Q4 2025 (December 31)527holders +49
76new positions
40sold out
6famous investors
$139.84avg. 13F price*
At the end of Q4 2025, 527 institutions reported holding Wintrust Financial Corp. (WTFC) in their 13F filings, up 49 from Q3 2025. 76 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($943.4M), BlackRock, Inc. ($862.0M) and FMR LLC ($752.9M). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Wintrust Financial Corp.
- CUSIP
- 97650W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $252.8M |
| Exits | 40 | $60.4M |
All 13F filers, Q3 2025 → Q4 2025: 3,643,950 shares bought and 3,873,770 shares sold, net −229,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 527 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.0% | 6,747,204 | $943.4M |
| BlackRock, Inc. | 0.01% | Reduce -0.7% | 6,164,854 | $862.0M |
| FMR LLC | 0.04% | Add +10.2% | 5,384,767 | $752.9M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -1.0% | 2,707,677 | $378.6M |
| State Street Corp. | 0.01% | Reduce -0.6% | 2,674,616 | $374.0M |
| First Trust Advisors LP | 0.15% | Reduce -27.5% | 1,445,199 | $202.1M |
| Earnest Partners LLC | 0.86% | Reduce -0.1% | 1,440,105 | $201.4M |
| Capital International Investors | 0.03% | Reduce -2.4% | 1,334,466 | $186.6M |
| Geode Capital Management, LLC | 0.01% | Add +1.4% | 1,273,042 | $178.0M |
| Principal Financial Group Inc. | 0.09% | Reduce -2.1% | 1,272,857 | $178.0M |
| Invesco Ltd. | 0.02% | Reduce -1.8% | 1,139,120 | $159.3M |
| Bank of America Corp. | 0.01% | Reduce -1.9% | 1,051,219 | $147.0M |
| Jennison Associates LLC | 0.08% | Reduce -2.7% | 993,304 | $138.9M |
| Clearbridge Investments, LLC | 0.10% | Reduce -3.6% | 874,770 | $122.3M |
| Wellington Management Group LLP | 0.02% | Add +22.2% | 832,352 | $116.4M |
| Norges Bank | 0.01% | — | 800,487 | $111.9M |
| Millennium Management | 0.08% | Add +3.4% | 774,529 | $108.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.5% | 772,705 | $108.0M |
| Northern Trust Corp. | 0.01% | Reduce -4.1% | 768,671 | $107.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -16.0% | 763,093 | $106.7M |
| Sei Investments Co. | 0.10% | Add +0.3% | 748,389 | $104.6M |
| Alliancebernstein L.P. | 0.03% | Reduce -0.9% | 731,328 | $102.3M |
| Fuller & Thaler Asset Management, Inc. | 0.31% | Reduce -0.3% | 651,426 | $91.1M |
| Channing Capital Management, LLC | 2.34% | Reduce -4.0% | 651,364 | $91.1M |
| Janus Henderson Group PLC | 0.04% | Reduce -2.5% | 609,427 | $85.2M |
| Victory Capital Management Inc. | 0.05% | Reduce -23.1% | 600,070 | $83.9M |
| Clark Capital Management Group, Inc. | 0.51% | Add +3.0% | 589,731 | $82.5M |
| Westfield Capital Management Co. LP | 0.33% | Add +22.5% | 559,762 | $78.3M |
| Frontier Capital Management Co. LLC | 0.81% | Add +0.4% | 543,048 | $75.9M |
| Fiera Capital Corp | 0.24% | Add +32.8% | 534,954 | $74.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.3% | 526,386 | $73.6M |
| Reinhart Partners, Llc. | 2.20% | Reduce -14.2% | 524,571 | $73.3M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -0.3% | 505,328 | $70.7M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 481,144 | $67.3M |
| Aberdeen Group plc | 0.10% | Reduce -4.5% | 473,642 | $66.2M |
| Fisher Asset Management | 0.02% | Add +1.3% | 470,458 | $65.8M |
| Federated Hermes, Inc. | 0.11% | Reduce -19.7% | 469,817 | $65.7M |
| American Century Companies Inc. | 0.03% | Reduce -16.0% | 450,835 | $63.0M |
| Artemis Investment Management LLP | 0.72% | New | 424,026 | $59.3M |
| GW&K Investment Management, LLC | 0.50% | Reduce -17.2% | 411,213 | $57.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.7% | 386,699 | $54.1M |
| FIL Ltd | 0.04% | Reduce -36.6% | 357,847 | $50.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -8.2% | 343,366 | $48.0M |
| New York State Common Retirement Fund | 0.06% | Reduce -0.7% | 335,452 | $46.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.40% | Reduce -29.9% | 330,524 | $46.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.1% | 325,574 | $45.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +67.6% | 299,692 | $41.9M |
| Holocene Advisors, LP | 0.08% | Add +63.0% | 261,838 | $36.6M |
| Premier Fund Managers Ltd | 2.09% | Reduce -31.4% | 257,271 | $36.3M |
| Nuveen, LLC | 0.01% | Add +0.7% | 258,754 | $36.2M |
| Balyasny Asset Management L.P. | 0.07% | Add +491.6% | 254,329 | $35.6M |
| Junto Capital Management LP | 0.79% | New | 253,488 | $35.4M |
| Boston Partners | 0.04% | Reduce -12.2% | 250,915 | $35.3M |
| Global Alpha Capital Management Ltd. | 2.02% | Reduce -6.7% | 236,284 | $33.0M |
| Kennedy Capital Management LLC | 0.70% | Add +7.3% | 236,060 | $33.0M |
| UBS Group AG | 0.01% | Reduce -19.2% | 219,533 | $30.7M |
| Lord, Abbett & Co. LLC | 0.10% | Reduce -18.4% | 216,732 | $30.3M |
| Westwood Holdings Group Inc. | 0.25% | Reduce -0.5% | 215,960 | $30.2M |
| Verition Fund Management LLC | 0.16% | Reduce -14.6% | 203,554 | $28.5M |
| Rhumbline Advisers | 0.02% | Reduce -0.8% | 195,049 | $27.3M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -5.1% | 190,487 | $27.2M |
| Lightrock Netherlands B.V. | 5.26% | Add +2.3% | 181,500 | $25.4M |
| Natixis Advisors, LLC | 0.04% | Reduce -0.9% | 181,033 | $25.3M |
| Leeward Investments, LLC - MA | 1.22% | Reduce -25.6% | 172,260 | $24.1M |
| Bank of Nova Scotia | 0.04% | New | 172,100 | $24.1M |
| Quantinno Capital Management LP | 0.05% | Add +38.9% | 167,281 | $23.4M |
| Granite Investment Partners, LLC | 1.35% | Reduce -14.7% | 162,988 | $22.8M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -1.7% | 155,402 | $21.7M |
| Meeder Asset Management Inc. | 1.17% | New | 154,975 | $21.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 153,934 | $21.5M |
| Amundi | 0.01% | New | 147,754 | $20.7M |
| State of Wisconsin Investment Board | 0.05% | Add +8.3% | 144,143 | $20.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 136,803 | $19.1M |
| Swiss National Bank | 0.01% | Add +1.9% | 132,167 | $18.5M |
| California Public Employees Retirement System | 0.01% | Add +4.7% | 129,993 | $18.2M |
| Ceredex Value Advisors LLC | 0.53% | Add +23.4% | 127,050 | $17.8M |
| Stieven Capital Advisors, L.P. | 3.21% | Reduce -7.7% | 123,983 | $17.3M |
| Phocas Financial Corp. | 2.24% | Reduce -0.2% | 123,314 | $17.2M |
| CHICAGO TRUST Co NA | 2.64% | Reduce -10.9% | 119,738 | $16.7M |
| Nicholas Investment Partners, LP | 1.36% | Add +6.3% | 117,590 | $16.4M |
| Royal Bank of Canada | 0.00% | Reduce -41.6% | 111,688 | $15.6M |
| Curi Capital, LLC | 0.26% | Reduce -1.4% | 108,866 | $15.2M |
| Zacks Investment Management | 0.12% | Reduce -1.6% | 106,781 | $14.9M |
| LPL Financial LLC | 0.00% | Add +33.2% | 106,254 | $14.9M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -4.6% | 104,200 | $14.6M |
| Legal & General Group Plc | 0.00% | Reduce -20.3% | 99,742 | $13.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.8% | 96,109 | $13.4M |
| Congress Asset Management Co. | 0.09% | Add +0.0% | 90,859 | $12.7M |
| Aptus Capital Advisors, LLC | 0.10% | Add +0.4% | 87,230 | $12.2M |
| Silvercrest Asset Management Group LLC | 0.08% | Reduce -21.9% | 85,797 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.6% | 84,346 | $11.8M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -6.5% | 83,448 | $11.7M |
| Neuberger Berman Group LLC | 0.01% | Add +72.3% | 81,222 | $11.4M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.7% | 80,376 | $11.2M |
| Alberta Investment Management Corp | 0.07% | New | 79,550 | $11.1M |
| AQR Capital Management | 0.01% | Reduce -26.7% | 78,917 | $11.0M |
| STRS Ohio | 0.04% | Reduce -1.4% | 78,281 | $10.9M |
| Jane Street Group, LLC | 0.01% | Add +374.4% | 75,459 | $10.6M |
| Sterling Capital Management LLC | 0.16% | Reduce -14.3% | 70,956 | $9.9M |
| F/m Investments LLC | 0.38% | Add +61.6% | 70,857 | $9.9M |
| Tudor Investment Corporation | 0.05% | New | 67,924 | $9.5M |
| Jefferies Financial Group Inc. | 0.08% | New | 67,585 | $9.4M |
| Barclays PLC | 0.00% | Reduce -59.8% | 66,704 | $9.3M |
| Moody Aldrich Partners LLC | 1.72% | Add +52.4% | 65,833 | $9.2M |
| Lazard Asset Management LLC | 0.02% | Reduce -45.2% | 65,738 | $9.2M |
| Longaeva Partners L.P. | 1.08% | New | 64,715 | $9.0M |
| Citigroup Inc. | 0.01% | Add +2.7% | 64,153 | $9.0M |
| Public Employees Retirement System of Ohio | 0.03% | Add +0.4% | 63,688 | $8.9M |
| California State Teachers Retirement System | 0.01% | Add +0.7% | 63,417 | $8.9M |
| HRT Financial LP | 0.03% | New | 61,025 | $8.5M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -17.2% | 59,858 | $8.4M |
| Interval Partners, LP | 0.19% | New | 59,269 | $8.3M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 55,520 | $7.8M |
| Gabelli Funds LLC | 0.05% | Add +1.1% | 55,465 | $7.8M |
| SG Americas Securities, LLC | 0.01% | Add +132.1% | 51,637 | $7.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 50,928 | $7.1M |
| Public Sector Pension Investment Board | 0.02% | New | 49,100 | $6.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.5% | 47,711 | $6.7M |
| Mairs & Power Inc. | 0.06% | Reduce -8.3% | 46,633 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -29.6% | 46,492 | $6.5M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 46,263 | $6.5M |
| Vest Financial, LLC | 0.08% | Reduce -62.8% | 45,975 | $6.4M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | No change | 43,499 | $6.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -13.2% | 42,491 | $5.9M |
| Lighthouse Investment Partners, LLC | 0.19% | Reduce -16.4% | 40,294 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +22.8% | 40,083 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.5% | 39,902 | $5.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -31.4% | 38,975 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +0.2% | 38,734 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -33.1% | 37,572 | $5.3M |
| Susquehanna Fundamental Investments, LLC | 0.18% | Add +101.4% | 36,890 | $5.2M |
| Guggenheim Capital LLC | 0.04% | Reduce -2.9% | 36,436 | $5.1M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.64% | No change | 35,803 | $5.0M |
| Comerica Bank | 0.02% | Reduce -43.9% | 35,279 | $4.9M |
| US Bancorp \de | 0.01% | Reduce -7.8% | 33,556 | $4.7M |
| Horizon Investments, LLC | 0.06% | Add +79.8% | 33,287 | $4.7M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -14.9% | 32,904 | $4.6M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.9% | 32,708 | $4.6M |
| Bank of Montreal | 0.00% | Reduce -7.5% | 31,666 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +24.2% | 30,721 | $4.3M |
| Amalgamated Bank | 0.03% | Reduce -1.8% | 29,971 | $4.2M |
| Petiole USA ltd | 2.70% | No change | 29,750 | $4.2M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 28,499 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -4.8% | 28,064 | $3.9M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 27,655 | $3.9M |
| EFG International AG | 0.07% | — | 27,621 | $3.9M |
| North Star Investment Management Corp. | 0.24% | Add +0.0% | 27,209 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 25,705 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.1% | 26,694 | $3.7M |
| Elizabeth Park Capital Advisors, Ltd. | 2.81% | No change | 24,392 | $3.4M |
| Siena Capital Partners GP, LLC | 0.91% | No change | 24,284 | $3.4M |
| Truist Financial Corp. | 0.00% | Reduce -47.5% | 23,707 | $3.3M |
| Regions Financial Corp. | 0.02% | Reduce -1.8% | 23,639 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.7% | 23,146 | $3.2M |
| Cerity Partners LLC | 0.00% | Reduce -10.7% | 21,898 | $3.1M |
| Fifth Third Bancorp | 0.01% | Reduce -9.1% | 21,655 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.6% | 20,762 | $3.0M |
| Oliver Luxxe Assets LLC | 0.45% | Reduce -0.4% | 21,349 | $3.0M |
| Harbor Capital Advisors, Inc. | 0.23% | Reduce -9.9% | 20,977 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.9% | 20,958 | $2.9M |
| Advisors Capital Management, LLC | 0.03% | New | 20,719 | $2.9M |
| Legato Capital Management LLC | 0.24% | Add +41.3% | 20,310 | $2.8M |
| One Capital Management, LLC | 0.08% | Add +42.3% | 19,559 | $2.7M |
| Future Fund LLC | 0.87% | Add +42.3% | 19,552 | $2.7M |
| Maltese Capital Management LLC | 0.48% | Reduce -19.9% | 19,000 | $2.7M |
| Creative Planning | 0.00% | Add +6.8% | 18,910 | $2.6M |
| Park Avenue Securities LLC | 0.02% | Add +4.4% | 18,782 | $2.6M |
| Blair William & Co. | 0.01% | Add +0.8% | 18,752 | $2.6M |
| Wedge Capital Management L L P | 0.05% | Add +1.1% | 18,725 | $2.6M |
| Arizona State Retirement System | 0.01% | Reduce -5.9% | 18,611 | $2.6M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.5% | 18,500 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 18,295 | $2.6M |
| Squarepoint Ops LLC | 0.01% | New | 18,189 | $2.5M |
| Assetmark, Inc. | 0.01% | Reduce -6.4% | 18,075 | $2.5M |
| Hennessy Advisors Inc. | 0.09% | No change | 18,000 | $2.5M |
| Access Investment Management LLC | 0.65% | No change | 18,235 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.0% | 17,226 | $2.4M |
| M&T Bank Corp | 0.01% | Add +3.4% | 17,021 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.5% | 16,758 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 16,751 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 16,632 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -16.2% | 16,366 | $2.3M |
| Ieq Capital, LLC | 0.01% | Add +8.1% | 16,042 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.3% | 16,013 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -0.6% | 15,863 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 15,623 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.2% | 15,594 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.4% | 14,984 | $2.1M |
| Albert D Mason Inc. | 1.34% | Add +0.0% | 14,614 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.1% | 14,300 | $2.0M |
| New Mexico Educational Retirement Board | 0.06% | No change | 13,700 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.7% | 13,365 | $1.9M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -7.4% | 13,296 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -72.3% | 13,180 | $1.8M |
| one8zero8, LLC | 0.39% | Reduce -5.5% | 12,925 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.2% | 12,274 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -28.5% | 12,096 | $1.7M |
| Mariner, LLC | 0.00% | Add +7.3% | 11,725 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | — | 11,569 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +20.9% | 11,269 | $1.6M |
| HSBC Holdings PLC | 0.00% | New | 11,198 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +5.2% | 10,956 | $1.5M |
| Aurora Investment Counsel | 0.80% | Add +6.2% | 10,841 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -15.1% | 10,836 | $1.5M |
| Norris Perne & French LLP | 0.10% | Add +4.1% | 10,808 | $1.5M |
| GAMCO Investors | 0.01% | Reduce -1.3% | 10,706 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +0.2% | 10,516 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.0% | 9,958 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +23.7% | 9,845 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 9,747 | $1.4M |
| Two Sigma Securities, LLC | 0.18% | New | 9,611 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 9,109 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.6% | 9,096 | $1.3M |
| &partners | 0.01% | Reduce -9.4% | 9,087 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +0.5% | 8,997 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | Add +0.9% | 8,914 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.9% | 8,800 | $1.2M |
| Emerald Mutual Fund Advisers Trust | 0.06% | Reduce -32.9% | 8,733 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Add +109.0% | 8,686 | $1.2M |
| Hunter Perkins Capital Management, LLC | 0.28% | Reduce -10.2% | 8,590 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 8,129 | $1.2M |
| Zions Bancorporation, National Association | 0.05% | New | 8,387 | $1.2M |
| Calamos Advisors LLC | 0.01% | Reduce -71.7% | 8,300 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -16.2% | 8,145 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -9.6% | 8,012 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Add +394.2% | 7,888 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.9% | 7,665 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -26.3% | 7,261 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.2% | 7,107 | $994K |
| DRW Securities, LLC | 0.08% | New | 7,067 | $988K |
| Trexquant Investment LP | 0.01% | New | 7,018 | $981K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.3% | 7,012 | $980K |
| Keybank National Association | 0.00% | Add +0.4% | 6,801 | $951K |
| Savant Capital, LLC | 0.01% | Add +12.4% | 6,748 | $944K |
| Coldstream Capital Management Inc. | 0.01% | Add +13.5% | 6,712 | $938K |
| Canada Pension Plan Investment Board | 0.00% | New | 6,700 | $937K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -9.1% | 6,653 | $930K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 6,516 | $911K |
| EP Wealth Advisors, LLC | 0.00% | — | 6,405 | $896K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.7% | 6,287 | $879K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +62.5% | 6,217 | $869K |
| Xponance LLC | 0.01% | Reduce -16.9% | 6,152 | $860K |
| Inspire Advisors, LLC | 0.08% | Reduce -3.9% | 6,130 | $857K |
| Focus Partners Wealth | 0.00% | New | 6,099 | $853K |
| Caprock Group, LLC | 0.02% | Add +83.3% | 5,969 | $835K |
| New York Life Investment Management LLC | 0.01% | New | 5,876 | $822K |
| Rothschild Investment LLC | 0.05% | Add +94.9% | 5,859 | $819K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +5.9% | 6,712 | $809K |
| Intech Investment Management LLC | 0.01% | Reduce -15.9% | 5,769 | $807K |
| Abacus Wealth Partners, LLC | 0.08% | New | 5,684 | $795K |
| OP Asset Management Ltd | 0.01% | No change | 5,560 | $777K |
| Simplicity Wealth,LLC | 0.04% | Reduce -0.3% | 5,282 | $739K |
| World Investment Advisors | 0.01% | Add +4.7% | 5,154 | $721K |
| Blue Trust, Inc. | 0.01% | Reduce -3.2% | 5,130 | $717K |
| Alyeska Investment Group, L.P. | 0.00% | New | 5,097 | $713K |
| Man Group plc | 0.00% | New | 5,022 | $702K |
| Marshall Wace, LLP | 0.00% | New | 5,013 | $701K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.0% | 4,898 | $685K |
| CSS LLC | 0.11% | Reduce -22.3% | 4,884 | $683K |
| Voya Investment Management LLC | 0.00% | Reduce -11.1% | 4,870 | $681K |
| Well Done, LLC | 0.10% | Reduce -9.3% | 4,866 | $680K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,843 | $677K |
| Pekin Hardy Strauss, Inc. | 0.06% | No change | 4,750 | $664K |
| Greenleaf Trust | 0.01% | Reduce -0.9% | 4,741 | $663K |
| Tidal Investments LLC | 0.00% | Add +2.5% | 4,735 | $662K |
| Sapience Investments, LLC | 2.49% | Add +9.4% | 4,726 | $661K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.8% | 4,704 | $658K |
| Mercer Global Advisors Inc. | 0.00% | Add +55.5% | 4,699 | $657K |
| Intrust Bank NA | 0.05% | Reduce -12.1% | 4,680 | $654K |
| Strategic Investment Solutions, Inc. | 0.15% | No change | 4,546 | $636K |
| Prudential Financial Inc. | 0.00% | Reduce -37.4% | 4,332 | $606K |
| Mach-1 Financial Group, LLC | 0.12% | New | 4,305 | $602K |
| Captrust Financial Advisors | 0.00% | Add +33.0% | 4,279 | $598K |
| Western Pacific Wealth Management, LP | 0.57% | No change | 4,237 | $592K |
| EJF Capital LP | 0.33% | Reduce -5.7% | 4,208 | $588K |
| Vestcor Inc | 0.02% | No change | 4,207 | $588K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -65.6% | 4,147 | $580K |
| Signaturefd, LLC | 0.01% | Add +3.5% | 4,068 | $569K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -14.7% | 4,062 | $568K |
| Natixis | 0.00% | Add +4732.1% | 4,059 | $568K |
| Snowden Capital Advisors LLC | 0.01% | Add +6.2% | 4,029 | $563K |
| Ameritas Advisory Services, LLC | 0.02% | New | 3,921 | $548K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.4% | 3,912 | $547K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -8.0% | 3,898 | $545K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 3,869 | $541K |
| Clearstead Advisors, LLC | 0.01% | Add +695.9% | 3,860 | $540K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.4% | 3,808 | $532K |
| Jackson Creek Investment Advisors LLC | 0.15% | Reduce -1.9% | 3,676 | $514K |
| Callan Family Office, LLC | 0.01% | Add +18.0% | 3,620 | $506K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +97.8% | 3,616 | $506K |
| Vise Technologies, Inc. | 0.01% | New | 3,589 | $502K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,585 | $501K |
| Princeton Capital Management LLC | 0.13% | Add +13.0% | 3,472 | $485K |
| Utah Retirement Systems | 0.00% | No change | 3,450 | $482K |
| Alps Advisors Inc. | 0.00% | Add +1.1% | 3,397 | $475K |
| Barr E S & Co. | 0.02% | Reduce -2.2% | 3,374 | $472K |
| Navellier & Associates Inc. | 0.05% | Reduce -25.5% | 3,305 | $462K |
| Lecap Asset Management Ltd. | 0.18% | New | 3,283 | $459K |
| Ethic Inc. | 0.01% | Reduce -10.0% | 3,200 | $447K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.0% | 3,152 | $441K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 3,118 | $436K |
| Bayforest Capital Ltd | 0.32% | New | 3,111 | $435K |
| Global Retirement Partners, LLC | 0.01% | Add +58.8% | 3,061 | $428K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,032 | $424K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | Reduce -14.3% | 3,000 | $419K |
| Cambient Family Office, LLC | 0.06% | — | 2,957 | $413K |
| Coyle Financial Counsel LLC | 0.09% | New | 2,919 | $408K |
| Van Strum & Towne Inc. | 0.11% | No change | 2,870 | $401K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -17.4% | 2,843 | $398K |
| Headlands Technologies LLC | 0.03% | Add +33.5% | 2,814 | $393K |
| Inspirion Wealth Advisors, LLC | 0.05% | Reduce -18.4% | 2,799 | $391K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,785 | $389K |
| Syon Capital LLC | 0.02% | Add +66.9% | 2,759 | $386K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +7.2% | 2,713 | $379K |
| Argent Trust Co | 0.01% | Reduce -0.2% | 2,700 | $378K |
| ProShare Advisors LLC | 0.00% | Reduce -5.7% | 2,684 | $375K |
| Jump Financial, LLC | 0.00% | New | 2,606 | $364K |
| Burney Co./ | 0.01% | Add +11.4% | 2,584 | $361K |
| Picton Mahoney Asset Management | 0.00% | New | 2,579 | $361K |
| Commerce Bank | 0.00% | Reduce -2.0% | 2,578 | $360K |
| Wedbush Securities Inc. | 0.01% | New | 2,564 | $358K |
| Rehmann Capital Advisory Group | 0.02% | Add +23.5% | 2,524 | $354K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.3% | 2,500 | $350K |
| MeadowBrook Investment Advisors LLC | 0.30% | No change | 2,470 | $345K |
| Paulson Wealth Management Inc. | 0.08% | No change | 2,454 | $343K |
| Prudential PLC | 0.00% | Add +10.3% | 2,452 | $343K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -23.1% | 2,408 | $337K |
| Shelton Capital Management | 0.01% | No change | 2,358 | $330K |
| North Dakota State Investment Board | 0.01% | — | 2,334 | $326K |
| Capstone Financial Advisors, Inc. | 0.02% | No change | 2,299 | $321K |
| XTX Topco Ltd | 0.01% | New | 2,298 | $321K |
| Evergreen Capital Management LLC | 0.01% | Reduce -29.2% | 2,259 | $316K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.0% | 2,230 | $312K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,221 | $311K |
| Profund Advisors LLC | 0.01% | Reduce -5.1% | 2,216 | $310K |
| West Michigan Advisors, LLC | 0.07% | Reduce -0.1% | 2,211 | $309K |
| Chicago Wealth Management, Inc. | 0.12% | No change | 2,161 | $302K |
| QRG Capital Management, Inc. | 0.00% | Add +32.6% | 2,149 | $301K |
| Choreo, LLC | 0.00% | Add +3.4% | 2,121 | $299K |
| Huntington National Bank | 0.00% | Reduce -32.6% | 2,137 | $299K |
| Venturi Wealth Management, LLC | 0.01% | Add +0.7% | 2,115 | $296K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,083 | $291K |
| Chicago Capital, LLC | 0.01% | No change | 2,024 | $283K |
| KBC Group NV | 0.00% | No change | 2,007 | $281K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,000 | $280K |
| Csenge Advisory Group | 0.01% | Add +1.8% | 1,996 | $279K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -1.8% | 1,993 | $279K |
| NewEdge Advisors, LLC | 0.00% | Add +234.0% | 1,964 | $275K |
| Westover Capital Advisors, LLC | 0.05% | Reduce -0.1% | 1,956 | $273K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.2% | 1,949 | $273K |
| Fulton Bank, N.A. | 0.01% | Add +0.5% | 1,944 | $272K |
| CIBC Asset Management Inc | 0.00% | No change | 1,920 | $268K |
| DB&C Advisors, LLC | 0.34% | — | 1,910 | $267K |
| Park National Corp. | 0.01% | No change | 1,897 | $265K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.2% | 1,858 | $260K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -8.3% | 1,856 | $260K |
| Arax Advisory Partners | 0.01% | Reduce -8.7% | 1,855 | $259K |
| Ritholtz Wealth Management | 0.00% | Reduce -2.2% | 1,846 | $258K |
| Flynn Zito Capital Management, LLC | 0.09% | No change | 1,830 | $256K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -48.6% | 1,778 | $249K |
| Compound Planning, Inc. | 0.01% | Add +16.6% | 1,774 | $248K |
| HB Wealth Management, LLC | 0.00% | New | 1,768 | $247K |
| GAMMA Investing LLC | 0.01% | Add +4.6% | 1,755 | $245K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -80.7% | 1,751 | $245K |
| American Trust | 0.02% | Reduce -3.8% | 1,731 | $242K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 1,716 | $240K |
| Bessemer Group Inc. | 0.00% | Add +0.2% | 1,703 | $239K |
| Citadel Advisors | 0.00% | Reduce -89.3% | 1,703 | $238K |
| Cwm, LLC | 0.00% | Add +16.9% | 1,704 | $238K |
| SummitTX Capital, L.P. | 0.01% | New | 1,697 | $237K |
| Phillips Wealth Planners LLC | 0.19% | Reduce -3.5% | 1,560 | $236K |
| Hilltop Holdings Inc. | 0.01% | Reduce -38.5% | 1,645 | $230K |
| Drive Wealth Management, LLC | 0.04% | Add +0.2% | 1,639 | $229K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,625 | $227K |
| Blue Water Asset Management | 0.08% | — | 1,623 | $227K |
| Riverpoint Wealth Management Holdings, LLC | 0.05% | Add +0.4% | 1,605 | $224K |
| Financial Advisory Corp | 0.03% | Reduce -7.2% | 1,600 | $224K |
| Voisard Asset Management Group, Inc. | 0.05% | New | 1,592 | $223K |
| Optas, LLC | 0.03% | New | 1,585 | $222K |
| Tsfg, LLC | 0.03% | No change | 1,560 | $218K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,556 | $218K |
| Brooklyn Investment Group | 0.01% | New | 1,507 | $213K |
| LVZ, Inc. | 0.02% | Reduce -2.7% | 1,523 | $213K |
| Boston Family Office LLC | 0.01% | New | 1,500 | $210K |
| Cornerstone National Bank & Trust Co | 0.08% | No change | 1,500 | $210K |
| Hartline Investment Corp./ | 0.02% | New | 1,500 | $210K |
| Stonebridge Capital Advisors LLC | 0.01% | New | 1,500 | $210K |
| NewEdge Wealth, LLC | 0.00% | New | 1,499 | $210K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 1,487 | $208K |
| Baker Avenue Asset Management, LP | 0.00% | New | 1,481 | $207K |
| Accurate Wealth Management, LLC | 0.03% | New | 1,414 | $206K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,406 | $205K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 1,450 | $203K |
| HM Payson & Co. | 0.00% | Add +163.6% | 1,450 | $203K |
| IFP Advisors, Inc | 0.00% | No change | 1,445 | $202K |
| Daytona Street Capital LLC | 0.15% | — | 1,350 | $189K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.1% | 1,329 | $186K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,300 | $182K |
| Versant Capital Management, Inc | 0.02% | Add +20.1% | 1,179 | $165K |
| Aster Capital Management (DIFC) Ltd | 0.07% | New | 1,138 | $159K |
| TD Private Client Wealth LLC | 0.00% | Reduce -7.7% | 1,137 | $159K |
| MAI Capital Management | 0.00% | Add +38.9% | 1,099 | $154K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 1,033 | $144K |
| UMB Bank, n.a. | 0.00% | Add +3.1% | 1,021 | $143K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 896 | $132K |
| Parallel Advisors, LLC | 0.00% | Add +154.5% | 906 | $127K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.7% | 847 | $118K |
| AlphaQuest LLC | 0.01% | Reduce -69.3% | 819 | $115K |
| Danske Bank A/S | 0.00% | No change | 800 | $112K |
| LRI Investments, LLC | 0.01% | Reduce -25.9% | 763 | $107K |
| Jones Financial Companies LLLP | 0.00% | Reduce -27.6% | 741 | $104K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 718 | $100K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 685 | $96K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.6% | 662 | $93K |
| Trust Co. of Vermont | 0.00% | Add +1.3% | 634 | $89K |
| Allworth Financial LP | 0.00% | Reduce -0.9% | 579 | $81K |
| Reyes Financial Architecture, Inc. | 0.05% | Reduce -0.9% | 558 | $78K |
| Hantz Financial Services, Inc. | 0.00% | Add +40.1% | 555 | $78K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 520 | $73K |
| Quent Capital, LLC | 0.00% | Add +53.5% | 479 | $67K |
| Acadian Asset Management LLC | 0.00% | No change | 433 | $60K |
| Torren Management, LLC | 0.03% | — | 381 | $53K |
| REAP Financial Group, LLC | 0.01% | Add +16.2% | 373 | $52K |
| Richardson Financial Services Inc. | 0.02% | Add +17.3% | 366 | $51K |
| SHP Wealth Management | 0.00% | — | 353 | $49K |
| Millstone Evans Group, LLC | 0.03% | No change | 348 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.5% | 326 | $46K |
| Wellington-Altus USA Inc. | 0.03% | — | 316 | $44K |
| Ancora Advisors LLC | 0.00% | Add +217.9% | 302 | $42K |
| Los Angeles Capital Management LLC | 0.00% | New | 319 | $41K |
| Strive Financial Group ,LLC | 0.02% | — | 279 | $39K |
| Covestor Ltd | 0.02% | Reduce -32.4% | 276 | $39K |
| Private Trust Co. NA | 0.00% | Add +12.2% | 276 | $39K |
| Whittier Trust Co. | 0.00% | No change | 255 | $38K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 250 | $35K |
| Root Financial Partners, LLC | 0.00% | Add +20.7% | 245 | $34K |
| Harbour Investments, Inc. | 0.00% | Add +72.7% | 240 | $34K |
| Park Place Capital Corp | 0.01% | No change | 232 | $32K |
| Creative Financial Designs Inc. | 0.00% | Add +231.9% | 229 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.1% | 225 | $31K |
| Elyxium Wealth, LLC | 0.01% | New | 225 | $31K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -2.8% | 210 | $29K |
| Maseco LLP | 0.00% | Add +0.5% | 201 | $28K |
| Lanark Financial, Inc. | 0.00% | No change | 187 | $26K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 173 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 169 | $24K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 168 | $23K |
| Bell Investment Advisors, Inc | 0.00% | Add +59.6% | 166 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 167 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 160 | $23K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -23.5% | 150 | $21K |
| Key Financial Inc | 0.00% | No change | 139 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $19K |
| SageView Advisory Group, LLC | 0.00% | New | 136 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +24.3% | 133 | $19K |
| Basepoint Wealth LLC | 0.01% | New | 133 | $19K |
| Peregrine Capital Management LLC | 0.00% | Add +0.8% | 126 | $18K |
| Spire Wealth Management | 0.00% | New | 123 | $17K |
| WPG Advisers, LLC | 0.01% | Reduce -4.8% | 120 | $17K |
| CoreCap Advisors, LLC | 0.00% | Add +33.7% | 115 | $16K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 114 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.8% | 105 | $15K |
| First Horizon Corp. | 0.00% | Reduce -45.0% | 93 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +30.0% | 91 | $13K |
| True Wealth Design, LLC | 0.00% | Add +7.5% | 86 | $12K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 85 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -57.5% | 74 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +44.0% | 72 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 71 | $10K |
| Kilter Group LLC | 0.00% | New | 66 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 58 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.4% | 59 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 56 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -59.3% | 55 | $8K |
| Signature Equity Partners, LLC | 0.00% | — | 52 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Add +70.0% | 51 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 48 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | New | 47 | $7K |
| Larson Financial Group LLC | 0.00% | Add +62.1% | 47 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 46 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 45 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 44 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 39 | $5K |
| Sachetta, LLC | 0.00% | No change | 37 | $5K |
| Avion Wealth | 0.00% | Add +12.5% | 36 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 35 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 33 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +14.3% | 32 | $4K |
| Bravera Wealth | 0.00% | — | 31 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 31 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 32 | $4K |
| Vestor Capital, LLC | 0.00% | Reduce -99.8% | 48 | $3K |
| Essential Partners LLC | 0.00% | Add +69.2% | 22 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 22 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 20 | $3K |
| Sunrise Financial Services, LLC | 0.00% | — | 18 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 17 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 17 | $2K |
| ORG Partners LLC | 0.00% | New | 16 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $2K |
| Albion Financial Group | 0.00% | No change | 14 | $2K |
| Rossby Financial, LCC | 0.00% | Add +30.0% | 13 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +18.2% | 13 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 12 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 12 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -26.7% | 11 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | — | 10 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 7 | $979 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 7 | $979 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $978 |
| Cromwell Holdings LLC | 0.00% | No change | 6 | $839 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 6 | $839 |
| International Assets Investment Management, LLC | 0.00% | New | 6 | $839 |
| Retirement Wealth Solutions LLC | 0.00% | Add +25.0% | 5 | $700 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $700 |
| SouthState Bank Corp | 0.00% | No change | 5 | $700 |
| Bare Financial Services, Inc | 0.00% | No change | 5 | $699 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $699 |
| Anfield Capital Management, LLC | 0.00% | No change | 4 | $559 |
| IMA Advisory Services, Inc. | 0.00% | No change | 4 | $559 |
| ROSS\JOHNSON & Associates LLC | 0.01% | No change | 3 | $419 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $187 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $140 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $140 |
| Activest Wealth Management | 0.00% | New | 1 | $140 |
| Nemes Rush Group LLC | 0.00% | New | 1 | $140 |
"% of holder's portfolio" is WTFC's weight in each manager's 13F, not the share of Wintrust Financial Corp. the manager owns.