Filing Research | WTFC - WINTRUST FINL CORP Institutional Holdings

Snapshot holdings

50 / 116 loaded

#		Instrument	quantity
1	Artemis Investment Management LLP	Shares	696.0KSH	$111.9M
2	REINHART PARTNERS, LLC.	Shares	527.2KSH	$84.7M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	336.4KSH	$54.1M
4	CONGRESS ASSET MANAGEMENT CO	Shares	108.4KSH	$17.4M
5	CHICAGO TRUST Co NA	Shares	103.5KSH	$16.6M
6	MOODY ALDRICH PARTNERS LLC	Shares	57.4KSH	$9.2M
7	Vest Financial, LLC	Shares	51.5KSH	$8.3M
8	BURNEY CO/	Shares	44.0KSH	$7.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	29.7KSH	$4.8M
10	SHAKER INVESTMENTS LLC/OH	Shares	26.9KSH	$4.3M
11	Louisiana State Employees Retirement System	Shares	19.7KSH	$3.2M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	18.6KSH	$3.0M
13	HENNESSY ADVISORS INC	Shares	18.0KSH	$2.9M
14	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	17.6KSH	$2.8M
15	ALBERT D MASON INC	Shares	14.8KSH	$2.4M
16	JOHNSON INVESTMENT COUNSEL INC	Shares	13.3KSH	$2.1M
17	Oliver Luxxe Assets LLC	Shares	11.4KSH	$1.8M
18	Oak Thistle LLC	Shares	10.4KSH	$1.7M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.2KSH	$1.6M
20	NORRIS PERNE & FRENCH LLP/MI	Shares	10.2KSH	$1.6M
21	Abacus Wealth Partners, LLC	Shares	5.7KSH	$913.5K
22	GREENLEAF TRUST	Shares	5.6KSH	$906.6K
23	Blue Trust, Inc.	Shares	5.1KSH	$822.9K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	5.0KSH	$821.2K
25	Strategic Investment Solutions, Inc. /IL	Shares	4.5KSH	$730.6K
26	Merit Financial Group, LLC	Shares	4.3KSH	$698.6K
27	Well Done, LLC	Shares	4.2KSH	$682.6K
28	SIGNATUREFD, LLC	Shares	4.1KSH	$654.1K
29	Forum Financial Management, LP	Shares	3.8KSH	$614.8K
30	Envestnet Portfolio Solutions, Inc.	Shares	3.4KSH	$550.6K
31	QRG CAPITAL MANAGEMENT, INC.	Shares	3.2KSH	$509.8K
32	Y-Intercept (Hong Kong) Ltd	Shares	3.1KSH	$496.6K
33	Accurate Wealth Management, LLC	Shares	3.1KSH	$494.4K
34	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.0KSH	$480.9K
35	INSPIRION WEALTH ADVISORS, LLC	Shares	2.8KSH	$455.6K
36	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.8KSH	$446.2K
37	Crossmark Global Holdings, Inc.	Shares	2.6KSH	$419.3K
38	MeadowBrook Investment Advisors LLC	Shares	2.5KSH	$409.0K
39	Fifth Third Wealth Advisors LLC	Shares	2.3KSH	$377.0K
40	GAMMA Investing LLC	Shares	2.3KSH	$364.8K
41	Venturi Wealth Management, LLC	Shares	2.1KSH	$338.6K
42	Counterpoint Mutual Funds LLC	Shares	2.0KSH	$320.0K
43	Optas, LLC	Shares	1.9KSH	$308.4K
44	WEST MICHIGAN ADVISORS, LLC	Shares	2.2KSH	$305.9K
45	FULTON BANK, N.A.	Shares	1.9KSH	$298.5K
46	LANARK FINANCIAL, INC.	Shares	1.8KSH	$296.4K
47	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.8KSH	$286.1K
48	PARK NATIONAL CORP /OH/	Shares	1.7KSH	$280.5K
49	Farther Finance Advisors, LLC	Shares	1.7KSH	$276.9K
50	DRIVE WEALTH MANAGEMENT, LLC	Shares	1.6KSH	$260.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 121 loaded

#		Instrument
1	Artemis Investment Management LLP added	Shares	+84.3K	+$26.9M	$111.9M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+89.8K	+$19.8M	$54.1M
3	REINHART PARTNERS, LLC. added	Shares	+2.6K	+$11.8M	$84.7M
4	CONGRESS ASSET MANAGEMENT CO added	Shares	+1.2K	+$2.5M	$17.4M
5	CHICAGO TRUST Co NA trimmed	Shares	-1.9K	+$2.0M	$16.6M
6	Oak Thistle LLC new	Shares	+10.4K	+$1.7M	$1.7M
7	BURNEY CO/ added	Shares	+2.8K	+$1.3M	$7.1M
8	Vest Financial, LLC trimmed	Shares	-221	+$1.1M	$8.3M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.6K	+$872.2K	$4.8M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.5K	+$718.8K	$1.6M
11	SHAKER INVESTMENTS LLC/OH trimmed	Shares	-185	+$560.0K	$4.3M
12	Louisiana State Employees Retirement System added	Shares	+300	+$470.7K	$3.2M
13	HENNESSY ADVISORS INC unchanged	Shares	0	+$392.0K	$2.9M
14	ALBERT D MASON INC added	Shares	+113	+$337.1K	$2.4M
15	Counterpoint Mutual Funds LLC new	Shares	+2.0K	+$320.0K	$320.0K
16	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.1K	+$256.4K	$3.0M
17	GREENLEAF TRUST added	Shares	+847	+$240.5K	$906.6K
18	Wedmont Private Capital new	Shares	+1.4K	+$230.9K	$230.9K
19	NORRIS PERNE & FRENCH LLP/MI unchanged	Shares	0	+$221.5K	$1.6M
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.1K	+$219.4K	$480.9K
21	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-1.2K	+$208.7K	$2.8M
22	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-7.7K	+$174.8K	$9.2M
23	SECURIAN ASSET MANAGEMENT, INC added	Shares	+100	+$140.6K	$821.2K
24	QRG CAPITAL MANAGEMENT, INC. added	Shares	+483	+$136.1K	$509.8K
25	Abacus Wealth Partners, LLC unchanged	Shares	0	+$123.8K	$913.5K
26	Accurate Wealth Management, LLC added	Shares	+466	+$115.7K	$494.4K
27	Blue Trust, Inc. added	Shares	+23	+$114.7K	$822.9K
28	Acropolis Investment Management, LLC new	Shares	+668	+$107.4K	$107.4K
29	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$99.0K	$730.6K
30	Envestnet Portfolio Solutions, Inc. added	Shares	+168	+$98.0K	$550.6K
31	GAMMA Investing LLC added	Shares	+278	+$88.1K	$364.8K
32	SIGNATUREFD, LLC trimmed	Shares	-21	+$85.7K	$654.1K
33	Crossmark Global Holdings, Inc. added	Shares	+196	+$84.1K	$419.3K
34	Forum Financial Management, LP unchanged	Shares	0	+$83.3K	$614.8K
35	Fifth Third Wealth Advisors LLC added	Shares	+230	+$83.1K	$377.0K
36	Farther Finance Advisors, LLC added	Shares	+309	+$78.9K	$276.9K
37	Merit Financial Group, LLC trimmed	Shares	-117	+$78.4K	$698.6K
38	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+266	+$75.7K	$286.1K
39	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+92	+$73.2K	$446.2K
40	INSPIRION WEALTH ADVISORS, LLC unchanged	Shares	0	+$66.8K	$455.6K
41	MeadowBrook Investment Advisors LLC unchanged	Shares	0	+$55.4K	$409.0K
42	Reyes Financial Architecture, Inc. added	Shares	+270	+$52.9K	$113.3K
43	Optas, LLC added	Shares	+69	+$51.4K	$308.4K
44	Versant Capital Management, Inc added	Shares	+110	+$44.6K	$216.7K
45	LANARK FINANCIAL, INC. added	Shares	+22	+$43.2K	$296.4K
46	Venturi Wealth Management, LLC trimmed	Shares	-26	+$42.3K	$338.6K
47	VOISARD ASSET MANAGEMENT GROUP, INC. added	Shares	+7	+$36.0K	$258.0K
48	Financial Advisory Corp added	Shares	+6	+$35.9K	$259.0K
49	Well Done, LLC trimmed	Shares	-411	+$35.4K	$682.6K
50	IFP Advisors, Inc added	Shares	+22	+$34.9K	$235.3K

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