Wintrust FinancialWTFC
13F holders, Q1 2026 (March 31)558holders +31
67new positions
39sold out
7famous investors
$138.86avg. 13F price*
At the end of Q1 2026, 558 institutions reported holding Wintrust Financial Corp. (WTFC) in their 13F filings, up 31 from Q4 2025. 67 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($874.8M), FMR LLC ($734.5M) and Vanguard Portfolio Management LLC ($498.4M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.0% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $167.4M |
| Exits | 39 | $108.0M |
All 13F filers, Q4 2025 → Q1 2026: 4,581,914 shares bought and 3,978,724 shares sold, net +603,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| BlackRock, Inc. | 0.02% | Add +2.1% | 6,296,593 | $874.8M |
| FMR LLC | 0.04% | Reduce -1.8% | 5,286,382 | $734.5M |
| Vanguard Portfolio Management LLC | 0.03% | — | 3,586,873 | $498.4M |
| Vanguard Capital Management LLC | 0.01% | — | 3,025,764 | $420.4M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -0.2% | 2,701,984 | $375.4M |
| State Street Corp. | 0.01% | Reduce -3.3% | 2,586,355 | $359.3M |
| First Trust Advisors LP | 0.18% | Add +26.6% | 1,830,268 | $254.3M |
| Earnest Partners LLC | 0.80% | Reduce -2.7% | 1,400,634 | $194.6M |
| Invesco Ltd. | 0.02% | Add +20.2% | 1,368,735 | $190.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.6% | 1,319,317 | $183.3M |
| Principal Financial Group Inc. | 0.09% | Reduce -0.6% | 1,265,800 | $175.9M |
| Bank of America Corp. | 0.01% | Reduce -3.1% | 1,018,578 | $141.5M |
| Clearbridge Investments, LLC | 0.12% | Add +9.4% | 957,243 | $133.0M |
| Capital International Investors | 0.03% | Reduce -32.4% | 902,667 | $125.4M |
| Jennison Associates LLC | 0.08% | Reduce -14.6% | 848,645 | $117.9M |
| Wellington Management Group LLP | 0.02% | No change | 832,352 | $115.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.5% | 807,547 | $112.2M |
| Northern Trust Corp. | 0.01% | Add +2.5% | 787,584 | $109.4M |
| Sei Investments Co. | 0.10% | Reduce -0.4% | 745,273 | $103.5M |
| Millennium Management | 0.08% | Reduce -9.8% | 698,876 | $97.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.3% | 722,655 | $96.5M |
| Fuller & Thaler Asset Management, Inc. | 0.30% | Reduce -0.1% | 650,600 | $90.4M |
| Clark Capital Management Group, Inc. | 0.54% | Add +6.2% | 626,118 | $87.0M |
| Artemis Investment Management LLP | 0.90% | Add +44.2% | 611,620 | $85.0M |
| Channing Capital Management, LLC | 2.17% | Reduce -6.2% | 610,689 | $84.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -17.1% | 606,003 | $84.7M |
| Bank of New York Mellon Corp | 0.02% | Add +13.2% | 595,830 | $82.8M |
| Janus Henderson Group PLC | 0.04% | Reduce -6.3% | 570,819 | $79.3M |
| Fiera Capital Corp | 0.26% | Add +2.5% | 548,112 | $76.2M |
| Federated Hermes, Inc. | 0.12% | Add +12.9% | 530,471 | $73.7M |
| Victory Capital Management Inc. | 0.05% | Reduce -12.4% | 525,930 | $73.1M |
| Reinhart Partners, Llc. | 2.10% | Reduce 0.0% | 524,560 | $72.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +48.7% | 510,716 | $71.0M |
| Morgan Stanley | 0.00% | Add +3.8% | 499,494 | $69.4M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -2.4% | 493,076 | $68.5M |
| Aberdeen Group plc | 0.11% | Add +0.6% | 476,311 | $66.2M |
| Frontier Capital Management Co. LLC | 0.66% | Reduce -14.9% | 462,012 | $64.2M |
| Westfield Capital Management Co. LP | 0.27% | Reduce -18.7% | 455,222 | $63.2M |
| Fisher Asset Management | 0.02% | Reduce -5.8% | 443,075 | $61.6M |
| Capital World Investors | 0.01% | New | 431,799 | $60.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.3% | 422,862 | $58.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 415,573 | $57.7M |
| GW&K Investment Management, LLC | 0.49% | Reduce -3.0% | 399,035 | $55.4M |
| FIL Ltd | 0.04% | Add +0.1% | 358,090 | $49.8M |
| Junto Capital Management LP | 1.05% | Add +40.7% | 356,597 | $49.5M |
| New York State Common Retirement Fund | 0.06% | Reduce -0.9% | 332,352 | $46.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.8% | 319,773 | $44.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.36% | Reduce -10.8% | 294,670 | $40.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -2.2% | 293,032 | $40.7M |
| Quantinno Capital Management LP | 0.07% | Add +68.8% | 282,378 | $39.2M |
| American Century Companies Inc. | 0.02% | Reduce -37.7% | 281,071 | $39.1M |
| UBS Group AG | 0.01% | Add +23.7% | 271,530 | $37.7M |
| Boston Partners | 0.04% | Add +6.3% | 266,843 | $37.1M |
| Nuveen, LLC | 0.01% | Reduce -1.7% | 254,341 | $35.3M |
| Vaughan Nelson Investment Management, L.P. | 0.34% | New | 246,665 | $34.3M |
| Global Alpha Capital Management Ltd. | 1.96% | Reduce -0.8% | 234,380 | $32.6M |
| Kennedy Capital Management LLC | 0.69% | Reduce -1.1% | 233,454 | $32.4M |
| Natixis Advisors, LLC | 0.04% | Add +26.9% | 229,801 | $31.9M |
| Westwood Holdings Group Inc. | 0.21% | Reduce -4.6% | 205,963 | $28.6M |
| Lord, Abbett & Co. LLC | 0.10% | Reduce -6.6% | 202,376 | $28.1M |
| Rhumbline Advisers | 0.02% | Add +1.7% | 198,292 | $27.6M |
| Premier Fund Managers Ltd | 1.78% | Reduce -27.0% | 187,772 | $25.1M |
| Lightrock Netherlands B.V. | 5.35% | Reduce -0.6% | 180,371 | $25.1M |
| Ameriprise Financial Inc. | 0.01% | Add +109.7% | 176,853 | $24.6M |
| Citadel Advisors | 0.02% | Add +10277.9% | 176,736 | $24.6M |
| Alyeska Investment Group, L.P. | 0.07% | Add +3353.5% | 176,025 | $24.5M |
| Holocene Advisors, LP | 0.06% | Reduce -34.8% | 170,782 | $23.7M |
| Leeward Investments, LLC - MA | 1.16% | Reduce -1.9% | 168,932 | $23.5M |
| Jones Financial Companies LLLP | 0.01% | Add +23390.3% | 174,063 | $23.0M |
| California Public Employees Retirement System | 0.01% | Add +20.1% | 156,063 | $21.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 154,411 | $21.5M |
| Granite Investment Partners, LLC | 1.31% | Reduce -5.8% | 153,453 | $21.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -22.8% | 147,086 | $20.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 135,575 | $18.8M |
| State of Wisconsin Investment Board | 0.04% | Reduce -6.5% | 134,767 | $18.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +185.7% | 132,819 | $18.5M |
| Swiss National Bank | 0.01% | Add +0.2% | 132,467 | $18.4M |
| Curi Capital, LLC | 0.31% | Add +16.1% | 126,443 | $17.6M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +12.5% | 117,200 | $16.3M |
| Nicholas Investment Partners, LP | 1.33% | Reduce -0.6% | 116,841 | $16.2M |
| AQR Capital Management | 0.01% | Add +48.3% | 117,069 | $16.0M |
| LPL Financial LLC | 0.00% | Add +5.8% | 112,397 | $15.6M |
| Amundi | 0.00% | Reduce -24.6% | 111,458 | $15.5M |
| Zacks Investment Management | 0.12% | Add +4.1% | 111,201 | $15.5M |
| Neuberger Berman Group LLC | 0.01% | Add +33.5% | 108,471 | $15.1M |
| Congress Asset Management Co. | 0.11% | Add +18.0% | 107,189 | $14.9M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -31.1% | 107,113 | $14.9M |
| Ceredex Value Advisors LLC | 0.46% | Reduce -16.6% | 106,000 | $14.7M |
| CHICAGO TRUST Co NA | 2.36% | Reduce -12.0% | 105,371 | $14.6M |
| Trexquant Investment LP | 0.10% | Add +1360.5% | 102,497 | $14.2M |
| Stieven Capital Advisors, L.P. | 2.85% | Reduce -22.5% | 96,083 | $13.3M |
| Segall Bryant & Hamill, LLC | 0.19% | New | 94,092 | $13.1M |
| Polar Asset Management Partners Inc. | 0.42% | New | 94,034 | $13.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.5% | 93,731 | $13.0M |
| SG Americas Securities, LLC | 0.01% | Add +78.8% | 92,333 | $12.8M |
| Royal Bank of Canada | 0.00% | Reduce -19.3% | 90,131 | $12.5M |
| Aptus Capital Advisors, LLC | 0.10% | Add +1.0% | 88,133 | $12.2M |
| Legal & General Group Plc | 0.00% | Reduce -13.2% | 86,630 | $12.0M |
| Retirement Systems of Alabama | 0.04% | Add +2.1% | 82,108 | $11.4M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -3.1% | 80,846 | $11.2M |
| Phocas Financial Corp. | 1.72% | Reduce -35.9% | 79,058 | $11.0M |
| California State Teachers Retirement System | 0.01% | Add +24.1% | 78,726 | $10.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +1074.6% | 78,700 | $10.9M |
| Emerald Investment Advisers, LLC | 0.96% | — | 76,532 | $10.6M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -12.9% | 74,702 | $10.4M |
| ExodusPoint Capital Management, LP | 0.10% | Add +125.3% | 74,141 | $10.3M |
| Moody Aldrich Partners LLC | 1.63% | Reduce -1.0% | 65,156 | $9.1M |
| BW Gestao de Investimentos Ltda. | 0.40% | New | 65,000 | $9.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 63,975 | $8.9M |
| Sterling Capital Management LLC | 0.17% | Reduce -10.1% | 63,774 | $8.9M |
| STRS Ohio | 0.03% | Reduce -22.6% | 60,579 | $8.4M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -8.2% | 58,499 | $8.1M |
| Mairs & Power Inc. | 0.08% | Add +23.8% | 57,744 | $8.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.2% | 57,157 | $7.9M |
| Fifth Third Bancorp | 0.01% | Add +150.3% | 54,210 | $7.5M |
| Gabelli Funds LLC | 0.05% | Reduce -2.4% | 54,159 | $7.5M |
| Stifel Financial Corp. | 0.01% | Reduce -4.1% | 53,238 | $7.4M |
| Citigroup Inc. | 0.00% | Reduce -17.8% | 52,707 | $7.3M |
| Vest Financial, LLC | 0.09% | Add +12.6% | 51,745 | $7.2M |
| Corient Private Wealth LP | 0.01% | Add +350.5% | 50,769 | $7.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -24.8% | 49,454 | $6.9M |
| Barclays PLC | 0.00% | Reduce -30.1% | 46,600 | $6.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.4% | 46,556 | $6.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.1% | 45,773 | $6.4M |
| Marshall Wace, LLP | 0.01% | Add +809.0% | 45,570 | $6.3M |
| KBC Group NV | 0.02% | Add +2145.7% | 45,072 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +13.1% | 43,822 | $6.1M |
| Burney Co./ | 0.18% | Add +1492.3% | 41,144 | $5.7M |
| Hancock Whitney Corp. | 0.10% | New | 37,630 | $5.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.0% | 38,695 | $5.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 38,536 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.5% | 38,529 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -8.5% | 36,671 | $5.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -6.8% | 36,344 | $5.0M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.87% | No change | 35,803 | $5.0M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -41.7% | 34,892 | $4.8M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | Reduce -20.3% | 34,691 | $4.8M |
| Bank of Montreal | 0.00% | Add +6.7% | 33,776 | $4.7M |
| US Bancorp \de | 0.01% | Add +0.5% | 33,730 | $4.7M |
| Walleye Capital LLC | 0.03% | New | 33,001 | $4.6M |
| MetLife Investment Management, LLC | 0.02% | Add +0.7% | 32,930 | $4.6M |
| Tudor Investment Corporation | 0.02% | Reduce -53.0% | 31,906 | $4.4M |
| EFG International AG | 0.09% | Add +10.7% | 30,570 | $4.2M |
| Amalgamated Bank | 0.03% | Add +1.6% | 30,465 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Reduce -17.1% | 30,201 | $4.2M |
| MML Investors Services, LLC | 0.01% | Reduce -2.4% | 29,978 | $4.2M |
| Petiole USA ltd | 2.89% | No change | 29,750 | $4.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +24.6% | 28,840 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 28,255 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 28,064 | $3.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.5% | 28,059 | $3.9M |
| Alberta Investment Management Corp | 0.03% | Reduce -64.8% | 28,000 | $3.9M |
| Brown Brothers Harriman & Co. | 0.02% | Add +37047.3% | 27,489 | $3.8M |
| North Star Investment Management Corp. | 0.23% | No change | 27,209 | $3.8M |
| Shaker Investments LLC | 1.71% | New | 27,079 | $3.8M |
| Dana Investment Advisors, Inc. | 0.11% | Add +103.6% | 27,065 | $3.8M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +258.8% | 26,051 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 25,705 | $3.6M |
| One Capital Management, LLC | 0.09% | Add +26.8% | 24,807 | $3.4M |
| Future Fund LLC | 1.21% | Add +26.8% | 24,800 | $3.4M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 24,291 | $3.4M |
| Siena Capital Partners GP, LLC | 0.88% | No change | 24,284 | $3.4M |
| Creative Planning | 0.00% | Add +24.0% | 23,440 | $3.3M |
| Susquehanna Fundamental Investments, LLC | 0.12% | Reduce -37.1% | 23,211 | $3.2M |
| Vestor Capital, LLC | 0.23% | Add +47929.2% | 23,054 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 22,622 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +2.6% | 21,507 | $3.0M |
| Regions Financial Corp. | 0.02% | Reduce -9.8% | 21,328 | $3.0M |
| Oliver Luxxe Assets LLC | 0.44% | Reduce -0.1% | 21,325 | $3.0M |
| Advisors Capital Management, LLC | 0.03% | Reduce -1.3% | 20,459 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +11.5% | 20,395 | $2.8M |
| Legato Capital Management LLC | 0.25% | Reduce -1.0% | 20,111 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -9.8% | 19,756 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.1% | 19,712 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | Add +4.9% | 19,400 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +15.2% | 19,158 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +1.5% | 19,067 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 18,875 | $2.6M |
| Blair William & Co. | 0.01% | Add +0.6% | 18,856 | $2.6M |
| Wedge Capital Management L L P | 0.05% | Add +0.4% | 18,800 | $2.6M |
| Empowered Funds, LLC | 0.02% | New | 18,796 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -30.5% | 18,560 | $2.6M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 18,395 | $2.6M |
| Access Investment Management LLC | 0.68% | Add +0.2% | 18,275 | $2.5M |
| Hennessy Advisors Inc. | 0.09% | No change | 18,000 | $2.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 17,735 | $2.5M |
| Assetmark, Inc. | 0.01% | Reduce -2.6% | 17,606 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 17,226 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 16,780 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +0.5% | 16,453 | $2.3M |
| State of Michigan Retirement System | 0.01% | Add +1.9% | 16,163 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -4.8% | 15,938 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.5% | 15,776 | $2.2M |
| M&T Bank Corp | 0.01% | Reduce -7.8% | 15,693 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.5% | 15,674 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 15,623 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 15,004 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.8% | 14,700 | $2.0M |
| Albert D Mason Inc. | 1.32% | Add +0.2% | 14,648 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +79.3% | 14,608 | $2.0M |
| Elizabeth Park Capital Advisors, Ltd. | 1.54% | Reduce -41.0% | 14,392 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.16% | Reduce -33.2% | 14,015 | $1.9M |
| Meeder Asset Management Inc. | 0.11% | Reduce -91.0% | 13,921 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.7% | 13,727 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 13,700 | $1.9M |
| Allianz Asset Management GmbH | 0.00% | Reduce -67.8% | 13,672 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.8% | 13,417 | $1.9M |
| one8zero8, LLC | 0.40% | Reduce -1.0% | 12,800 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +0.5% | 12,338 | $1.7M |
| Convergence Investment Partners, LLC | 0.27% | New | 11,998 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -1.0% | 11,980 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Add +2.6% | 11,872 | $1.6M |
| Richard Bernstein Advisors LLC | 0.05% | New | 11,465 | $1.6M |
| Gsa Capital Partners LLP | 0.10% | New | 11,320 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +3.1% | 11,300 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +78.9% | 10,911 | $1.5M |
| GAMCO Investors | 0.01% | Add +0.6% | 10,768 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.8% | 10,747 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +8.5% | 10,683 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.6% | 10,615 | $1.5M |
| Aurora Investment Counsel | 0.81% | Reduce -2.8% | 10,538 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -0.7% | 10,438 | $1.5M |
| Advisors Asset Management, Inc. | 0.02% | Add +18.1% | 10,260 | $1.4M |
| Norris Perne & French LLP | 0.07% | Reduce -5.9% | 10,169 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +11.3% | 10,013 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 9,585 | $1.3M |
| Maltese Capital Management LLC | 0.26% | Reduce -51.5% | 9,214 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | Add +1.9% | 9,085 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 9,026 | $1.3M |
| Emerald Mutual Fund Advisers Trust | 0.06% | No change | 8,733 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -1.4% | 8,677 | $1.2M |
| Hunter Perkins Capital Management, LLC | 0.28% | Add +0.8% | 8,656 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 8,606 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.7% | 8,410 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +36.7% | 8,030 | $1.1M |
| Xponance LLC | 0.01% | Add +30.0% | 8,000 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.7% | 7,953 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +91.4% | 7,773 | $1.1M |
| &partners | 0.01% | Reduce -18.0% | 7,455 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +9.8% | 7,409 | $1.0M |
| Zions Bancorporation, National Association | 0.06% | Reduce -14.6% | 7,165 | $996K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,938 | $964K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.6% | 6,700 | $931K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.3% | 6,645 | $928K |
| State of Alaska, Department of Revenue | 0.01% | No change | 6,653 | $924K |
| Illinois Municipal Retirement Fund | 0.01% | New | 6,534 | $908K |
| Mercer Global Advisors Inc. | 0.00% | Add +37.2% | 6,447 | $896K |
| XTX Topco Ltd | 0.02% | Add +173.5% | 6,285 | $873K |
| Rothschild Investment LLC | 0.04% | No change | 5,859 | $814K |
| Swiss Life Asset Management Ltd | 0.00% | Add +82.9% | 5,765 | $801K |
| Abacus Wealth Partners, LLC | 0.07% | No change | 5,684 | $790K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.0% | 5,680 | $789K |
| Inspire Advisors, LLC | 0.06% | Reduce -8.5% | 5,610 | $779K |
| iSAM Funds (UK) Ltd | 0.38% | New | 5,601 | $778K |
| OP Asset Management Ltd | 0.01% | No change | 5,560 | $773K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -17.3% | 5,553 | $772K |
| Simplicity Wealth,LLC | 0.04% | Add +0.5% | 5,308 | $738K |
| World Investment Advisors | 0.01% | Add +0.5% | 5,178 | $719K |
| Blue Trust, Inc. | 0.01% | Reduce -0.6% | 5,097 | $708K |
| Brooklyn Investment Group | 0.02% | Add +234.5% | 5,041 | $700K |
| Man Group plc | 0.00% | No change | 5,022 | $698K |
| Intrust Bank NA | 0.06% | Add +5.2% | 4,921 | $684K |
| Securian Asset Management, Inc. | 0.03% | No change | 4,898 | $681K |
| CSS LLC | 0.11% | No change | 4,884 | $679K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,843 | $673K |
| Caprock Group, LLC | 0.02% | Reduce -18.9% | 4,840 | $673K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 4,812 | $669K |
| Voya Investment Management LLC | 0.00% | Reduce -1.2% | 4,811 | $668K |
| Greenleaf Trust | 0.01% | Add +1.1% | 4,794 | $666K |
| Pekin Hardy Strauss, Inc. | 0.07% | No change | 4,750 | $660K |
| Keybank National Association | 0.00% | Reduce -31.3% | 4,675 | $650K |
| Well Done, LLC | 0.10% | Reduce -4.3% | 4,658 | $647K |
| Ameritas Advisory Services, LLC | 0.02% | Add +16.7% | 4,576 | $636K |
| Strategic Investment Solutions, Inc. | 0.15% | No change | 4,546 | $632K |
| Merit Financial Group, LLC | 0.00% | Add +14.1% | 4,463 | $620K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.8% | 4,385 | $609K |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 4,362 | $606K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -98.3% | 4,312 | $599K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +49.2% | 4,243 | $590K |
| Western Pacific Wealth Management, LP | 0.60% | No change | 4,237 | $589K |
| Vestcor Inc | 0.02% | No change | 4,207 | $585K |
| Tidal Investments LLC | 0.00% | Reduce -11.1% | 4,208 | $585K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +100.0% | 4,166 | $579K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,147 | $576K |
| Gateway Wealth Partners, LLC | 0.02% | New | 4,138 | $575K |
| Signaturefd, LLC | 0.01% | Add +0.6% | 4,091 | $568K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.9% | 4,048 | $562K |
| EJF Capital LP | 0.38% | Reduce -7.3% | 3,900 | $542K |
| Prudential Financial Inc. | 0.00% | Reduce -10.6% | 3,873 | $538K |
| Entropy Technologies, LP | 0.02% | New | 3,843 | $534K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 3,840 | $533K |
| Forum Financial Management, LP | 0.01% | Reduce -41.3% | 3,825 | $531K |
| Alps Advisors Inc. | 0.00% | Add +12.0% | 3,806 | $529K |
| Ethic Inc. | 0.01% | Add +18.6% | 3,795 | $527K |
| Jackson Creek Investment Advisors LLC | 0.15% | Reduce -1.1% | 3,635 | $505K |
| Vise Technologies, Inc. | 0.01% | No change | 3,589 | $502K |
| Integrated Wealth Concepts LLC | 0.00% | Add +101.7% | 3,586 | $498K |
| Princeton Capital Management LLC | 0.13% | No change | 3,472 | $482K |
| Utah Retirement Systems | 0.00% | No change | 3,450 | $479K |
| Optimize Financial Inc. | 0.24% | New | 3,449 | $479K |
| Blueshift Asset Management, LLC | 0.14% | New | 3,410 | $474K |
| F/m Investments LLC | 0.03% | Reduce -95.2% | 3,411 | $474K |
| Barr E S & Co. | 0.03% | No change | 3,374 | $469K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,279 | $456K |
| DNB Asset Management AS | 0.00% | New | 3,275 | $455K |
| Mach-1 Financial Group, LLC | 0.16% | Reduce -24.0% | 3,271 | $454K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -14.4% | 3,258 | $453K |
| Cresset Asset Management, LLC | 0.00% | Add +3.7% | 3,234 | $449K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -50.5% | 3,168 | $440K |
| Navellier & Associates Inc. | 0.05% | Reduce -4.3% | 3,163 | $439K |
| Jane Street Group, LLC | 0.00% | Reduce -95.9% | 3,070 | $427K |
| Intech Investment Management LLC | 0.00% | Reduce -47.2% | 3,048 | $423K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,032 | $421K |
| Callan Family Office, LLC | 0.01% | Reduce -17.4% | 2,990 | $415K |
| Graham Capital Management, L.P. | 0.02% | New | 2,971 | $413K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,961 | $411K |
| Cambient Family Office, LLC | 0.06% | No change | 2,957 | $411K |
| Coyle Financial Counsel LLC | 0.09% | Reduce -0.3% | 2,911 | $404K |
| Van Strum & Towne Inc. | 0.12% | No change | 2,870 | $399K |
| Chicago Partners Investment Group LLC | 0.01% | Add +91.2% | 2,688 | $398K |
| Paulson Wealth Management Inc. | 0.09% | Add +15.8% | 2,841 | $395K |
| Inspirion Wealth Advisors, LLC | 0.05% | No change | 2,799 | $389K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,625 | $389K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +2.3% | 2,774 | $385K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +20.4% | 2,769 | $385K |
| Accurate Wealth Management, LLC | 0.05% | Add +83.5% | 2,595 | $379K |
| Hantz Financial Services, Inc. | 0.01% | Add +389.4% | 2,716 | $377K |
| Argent Trust Co | 0.01% | No change | 2,700 | $375K |
| QRG Capital Management, Inc. | 0.00% | Add +25.1% | 2,689 | $374K |
| ProShare Advisors LLC | 0.00% | Add +0.1% | 2,687 | $373K |
| Evergreen Capital Management LLC | 0.01% | Add +18.8% | 2,684 | $373K |
| Rehmann Capital Advisory Group | 0.02% | Add +6.3% | 2,683 | $373K |
| Choreo, LLC | 0.00% | Add +26.0% | 2,673 | $371K |
| Harbour Investments, Inc. | 0.01% | Add +1007.5% | 2,658 | $369K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -96.1% | 2,655 | $369K |
| Hamilton Capital Partners Inc. | 0.01% | Add +40.3% | 2,603 | $362K |
| Wedbush Securities Inc. | 0.01% | Add +1.1% | 2,591 | $360K |
| Osaic Holdings, Inc. | 0.00% | Add +15.4% | 2,573 | $358K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.1% | 2,553 | $355K |
| Clearstead Advisors, LLC | 0.00% | Reduce -33.9% | 2,551 | $354K |
| MeadowBrook Investment Advisors LLC | 0.32% | Add +3.0% | 2,545 | $354K |
| Certuity, LLC | 0.02% | New | 2,479 | $344K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.2% | 2,413 | $335K |
| Syon Capital LLC | 0.02% | Reduce -12.9% | 2,403 | $334K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -34.0% | 2,388 | $332K |
| Huntington National Bank | 0.00% | Add +11.4% | 2,381 | $331K |
| Commerce Bank | 0.00% | Reduce -8.3% | 2,365 | $329K |
| Csenge Advisory Group | 0.01% | Add +13.7% | 2,269 | $315K |
| Pure Financial Advisors, LLC | 0.00% | New | 2,268 | $315K |
| Arax Advisory Partners | 0.01% | Add +17.8% | 2,185 | $308K |
| Shelton Capital Management | 0.01% | Reduce -6.4% | 2,208 | $307K |
| West Michigan Advisors, LLC | 0.07% | Reduce -0.4% | 2,202 | $306K |
| Chicago Wealth Management, Inc. | 0.12% | No change | 2,161 | $300K |
| Venturi Wealth Management, LLC | 0.01% | Add +0.8% | 2,133 | $296K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +13.9% | 2,116 | $294K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -5.1% | 2,107 | $293K |
| GTS Securities LLC | 0.01% | New | 2,098 | $291K |
| Baker Avenue Asset Management, LP | 0.01% | Add +38.5% | 2,051 | $285K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,036 | $283K |
| Chicago Capital, LLC | 0.01% | No change | 2,024 | $281K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,000 | $278K |
| GAMMA Investing LLC | 0.01% | Add +13.5% | 1,992 | $277K |
| HB Wealth Management, LLC | 0.00% | Add +12.1% | 1,981 | $275K |
| Ritholtz Wealth Management | 0.00% | Add +7.2% | 1,979 | $275K |
| Park National Corp. | 0.01% | Add +3.2% | 1,958 | $272K |
| Westover Capital Advisors, LLC | 0.05% | No change | 1,956 | $272K |
| Fulton Bank, N.A. | 0.01% | Add +0.1% | 1,945 | $270K |
| Profund Advisors LLC | 0.01% | Reduce -12.6% | 1,937 | $269K |
| North Dakota State Investment Board | 0.01% | Reduce -17.4% | 1,929 | $268K |
| Cwm, LLC | 0.00% | Add +13.2% | 1,928 | $268K |
| CIBC Asset Management Inc | 0.00% | No change | 1,920 | $267K |
| DB&C Advisors, LLC | 0.35% | Add +0.4% | 1,917 | $266K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -3.8% | 1,917 | $266K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.0% | 1,909 | $265K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 1,882 | $261K |
| Compound Planning, Inc. | 0.01% | Add +5.3% | 1,868 | $260K |
| Perigon Wealth Management, LLC | 0.00% | Add +14.8% | 1,865 | $259K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -76.4% | 1,864 | $259K |
| Optas, LLC | 0.04% | Add +16.7% | 1,850 | $257K |
| Lanark Financial, Inc. | 0.02% | Add +874.3% | 1,822 | $253K |
| Praxis Investment Management Inc. | 0.02% | New | 1,799 | $250K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 1,716 | $238K |
| Scientech Research LLC | 0.20% | New | 1,710 | $238K |
| Phillips Wealth Planners LLC | 0.17% | Reduce -1.5% | 1,537 | $231K |
| Drive Wealth Management, LLC | 0.05% | Reduce -0.1% | 1,638 | $228K |
| Blue Water Asset Management | 0.08% | Add +0.5% | 1,631 | $227K |
| LeClair Wealth Partners LLC | 0.08% | New | 1,631 | $227K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +12.3% | 1,629 | $226K |
| Bessemer Group Inc. | 0.00% | Reduce -5.5% | 1,609 | $224K |
| HUB Investment Partners, LLC | 0.01% | New | 1,611 | $224K |
| Riverpoint Wealth Management Holdings, LLC | 0.05% | Add +0.4% | 1,611 | $224K |
| Financial Advisory Corp | 0.03% | Add +0.4% | 1,606 | $223K |
| Voisard Asset Management Group, Inc. | 0.05% | Add +0.4% | 1,598 | $222K |
| Clearwater Capital Advisors, LLC | 0.02% | Add +7.3% | 1,596 | $222K |
| Flynn Zito Capital Management, LLC | 0.07% | Reduce -14.5% | 1,565 | $217K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -0.7% | 1,545 | $215K |
| Horizon Investments, LLC | 0.00% | Reduce -95.4% | 1,538 | $214K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.1% | 1,531 | $213K |
| Frec Markets, Inc. | 0.04% | New | 1,515 | $210K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -13.5% | 1,514 | $210K |
| Cornerstone National Bank & Trust Co | 0.08% | No change | 1,500 | $210K |
| Tsfg, LLC | 0.03% | Reduce -3.2% | 1,510 | $210K |
| Vident Advisory, LLC | 0.00% | New | 1,509 | $210K |
| Hartline Investment Corp./ | 0.02% | No change | 1,500 | $208K |
| Stonebridge Capital Advisors LLC | 0.01% | No change | 1,500 | $208K |
| Boston Family Office LLC | 0.01% | No change | 1,500 | $208K |
| Mirabella Financial Services LLP | 0.02% | New | 1,493 | $207K |
| Platform Technology Partners | 0.04% | New | 1,473 | $205K |
| American Trust | 0.02% | Reduce -15.9% | 1,456 | $202K |
| IFP Advisors, Inc | 0.00% | Reduce -0.2% | 1,442 | $200K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.4% | 1,414 | $198K |
| MAI Capital Management | 0.00% | Add +26.2% | 1,387 | $193K |
| Daytona Street Capital LLC | 0.15% | No change | 1,350 | $191K |
| Advisory Services Network, LLC | 0.00% | New | 1,321 | $184K |
| HM Payson & Co. | 0.00% | Reduce -13.8% | 1,250 | $174K |
| Versant Capital Management, Inc | 0.02% | Add +5.0% | 1,238 | $172K |
| GeoWealth Management, LLC | 0.01% | New | 1,198 | $167K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.7% | 1,072 | $149K |
| UMB Bank, n.a. | 0.00% | Add +5.0% | 1,072 | $149K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 1,033 | $144K |
| Parkside Financial Bank & Trust | 0.01% | Add +17.1% | 992 | $138K |
| Parallel Advisors, LLC | 0.00% | Add +7.7% | 976 | $136K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -13.9% | 771 | $108K |
| Allworth Financial LP | 0.00% | Add +21.4% | 703 | $98K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 685 | $95K |
| Operose Advisors LLC | 0.02% | New | 623 | $87K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.5% | 566 | $76K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -26.6% | 527 | $73K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 520 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -91.8% | 507 | $70K |
| Bayforest Capital Ltd | 0.07% | Reduce -85.8% | 442 | $61K |
| Reyes Financial Architecture, Inc. | 0.05% | Reduce -22.0% | 435 | $60K |
| Acadian Asset Management LLC | 0.00% | No change | 433 | $60K |
| Creative Financial Designs Inc. | 0.00% | Add +86.9% | 428 | $59K |
| Richardson Financial Services Inc. | 0.04% | Add +10.7% | 405 | $56K |
| Quent Capital, LLC | 0.00% | Reduce -18.4% | 391 | $54K |
| REAP Financial Group, LLC | 0.01% | Add +1.3% | 378 | $53K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -94.4% | 376 | $52K |
| SHP Wealth Management | 0.00% | Add +0.3% | 354 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.4% | 350 | $49K |
| Millstone Evans Group, LLC | 0.03% | No change | 348 | $48K |
| Ancora Advisors LLC | 0.00% | Add +14.2% | 345 | $48K |
| Ares Financial Consulting, LLC | 0.04% | New | 334 | $47K |
| Los Angeles Capital Management LLC | 0.00% | No change | 319 | $44K |
| Strive Financial Group ,LLC | 0.02% | Add +14.0% | 318 | $44K |
| Root Financial Partners, LLC | 0.00% | Add +22.9% | 301 | $42K |
| Wellington-Altus USA Inc. | 0.02% | Reduce -18.4% | 258 | $41K |
| Leonteq Securities AG | 0.00% | New | 285 | $40K |
| Larson Financial Group LLC | 0.00% | Add +500.0% | 282 | $39K |
| Opal Wealth Advisors, LLC | 0.01% | New | 277 | $38K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +2.8% | 257 | $36K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 254 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +88.7% | 251 | $35K |
| Whittier Trust Co. | 0.00% | Reduce -6.7% | 238 | $33K |
| Park Place Capital Corp | 0.01% | No change | 232 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 225 | $31K |
| Raleigh Capital Management Inc. | 0.01% | Add +0.5% | 211 | $29K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +123.1% | 203 | $28K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 173 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 169 | $23K |
| Private Trust Co. NA | 0.00% | Reduce -39.5% | 167 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 167 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 160 | $22K |
| Gen-Wealth Partners Inc | 0.01% | No change | 150 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -11.3% | 149 | $21K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +2366.7% | 148 | $21K |
| Key Financial Inc | 0.00% | No change | 139 | $19K |
| Spire Wealth Management | 0.00% | Add +13.0% | 139 | $19K |
| Trask Adam Roland | 0.02% | — | 138 | $19K |
| Sapience Investments, LLC | 2.45% | Reduce -97.1% | 136 | $19K |
| Basepoint Wealth LLC | 0.01% | Add +2.3% | 136 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 133 | $19K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 134 | $18K |
| Peregrine Capital Management LLC | 0.00% | No change | 126 | $18K |
| CoreCap Advisors, LLC | 0.00% | Add +4.3% | 120 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +5.7% | 111 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -30.1% | 116 | $16K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 114 | $16K |
| Kilter Group LLC | 0.01% | Add +59.1% | 105 | $15K |
| Kemnay Advisory Services Inc. | 0.00% | New | 102 | $14K |
| Danske Bank A/S | 0.00% | Reduce -87.5% | 100 | $14K |
| CVA Family Office, LLC | 0.00% | New | 94 | $13K |
| Covestor Ltd | 0.01% | Reduce -65.9% | 94 | $13K |
| First Horizon Corp. | 0.00% | No change | 93 | $13K |
| True Wealth Design, LLC | 0.00% | Add +7.0% | 92 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 85 | $12K |
| Rossby Financial, LCC | 0.00% | Add +546.1% | 84 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.2% | 75 | $10K |
| Mather Group, Llc. | 0.00% | New | 75 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 71 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 69 | $10K |
| Gill Capital Partners, LLC | 0.00% | New | 68 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -48.3% | 62 | $9K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 62 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +9.1% | 60 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 59 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 58 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +78.1% | 57 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 56 | $8K |
| Signature Equity Partners, LLC | 0.00% | Add +3.9% | 54 | $8K |
| LRI Investments, LLC | 0.00% | Reduce -93.2% | 52 | $7K |
| Avion Wealth | 0.00% | Add +41.7% | 51 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 48 | $7K |
| JDM Financial Group LLC | 0.00% | New | 47 | $7K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 47 | $7K |
| Joseph Group Capital Management | 0.00% | New | 47 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 46 | $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 |
| Owl Creek Wealth Partners LLC | 0.00% | — | 36 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 35 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 33 | $5K |
| Bravera Wealth | 0.00% | No change | 31 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 31 | $4K |
| Park Square Financial Group, LLC | 0.03% | New | 30 | $4K |
| Albion Financial Group | 0.00% | Add +107.1% | 29 | $4K |
| Torren Management, LLC | 0.00% | Reduce -94.0% | 23 | $3K |
| Essential Partners LLC | 0.00% | No change | 22 | $3K |
| CX Institutional | 0.00% | New | 22 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Add +5.0% | 21 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -9.1% | 20 | $3K |
| Investors Portfolio Services LLC | 0.00% | New | 19 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +50.0% | 18 | $3K |
| Sunrise Financial Services, LLC | 0.00% | No change | 18 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +1300.0% | 14 | $2K |
| Abound Wealth Management | 0.00% | New | 14 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +7.7% | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 14 | $2K |
| Westfuller Advisors, LLC | 0.00% | Reduce -23.5% | 13 | $2K |
| Montag A & Associates Inc. | 0.00% | New | 12 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +9.1% | 12 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 12 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +57.1% | 11 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +66.7% | 10 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +42.9% | 10 | $1K |
| Investors Research Corp | 0.00% | New | 10 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 10 | $1K |
| NBT Bank, N.A. | 0.00% | New | 10 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $1K |
| Valued Wealth Advisors LLC | 0.00% | New | 8 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Add +40.0% | 7 | $973 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 7 | $973 |
| International Assets Investment Management, LLC | 0.00% | No change | 6 | $840 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $695 |
| Bare Financial Services, Inc | 0.00% | No change | 5 | $695 |
| Prestige Wealth Management Group LLC | 0.00% | New | 5 | $695 |
| SouthState Bank Corp | 0.00% | No change | 5 | $695 |
| AdvisorNet Financial, Inc | 0.00% | Add +400.0% | 5 | $695 |
| Anfield Capital Management, LLC | 0.00% | No change | 4 | $556 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $556 |
| IMA Advisory Services, Inc. | 0.00% | No change | 4 | $555 |
| ROSS\JOHNSON & Associates LLC | 0.01% | No change | 3 | $417 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 3 | $417 |
| MV Capital Management, Inc. | 0.00% | New | 3 | $417 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $139 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -80.0% | 1 | $139 |
| Curio Wealth, LLC | 0.00% | New | 1 | $139 |
"% of holder's portfolio" is WTFC's weight in each manager's 13F, not the share of Wintrust Financial Corp. the manager owns.