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Wintrust Financial Corp (WTFC)

CUSIP: 97650W108 | NYSE | Financial Services · Banks - Regional | Mid Cap | 1377 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC4,735,4667.0%New 5%+ stakeSep 30, 202692d ahead of 13F (5,122,321 sh) · −386,855
13G/AFMR LLC4,735,466
7.0% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (5,122,321 sh) · −386,855

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,718,077
0.1% of portfolio›$385.5M
Principal Financial Group Inc1,234,247
0.1% of portfolio›$175.0M
Artemis Investment Management LLP644,295
0.8% of portfolio›$91.4M
Bank of New York Mellon Corp554,425
0.0% of portfolio›$78.6M
Reinhart Partners, Llc.523,882
1.8% of portfolio›$74.3M
Thrivent Financial for Lutherans386,182
0.0% of portfolio›$54.8K
Leeward Investments, LLC - MA156,735
1.1% of portfolio›$22.2M
Granite Investment Partners, LLC146,524
1.1% of portfolio›$20.8M
Chicago Trust Co NA128,481
2.5% of portfolio›$18.2M
Allspring Global Investments Holdings, LLC118,778
0.0% of portfolio›$17.1M
Congress Asset Management Co117,250
0.1% of portfolio›$16.6M
New York State Teachers Retirement System111,634
0.0% of portfolio›$15.8K
Citigroup Inc81,869
0.0% of portfolio›$11.6M
Premier Fund Managers Ltd81,044
0.0% of portfolio›$11.6K
Mutual of America Capital Management LLC76,744
0.1% of portfolio›$10.9M
Strs Ohio75,711
0.0% of portfolio›$10.7M
Retirement Systems of Alabama69,587
0.0% of portfolio›$9.9M
Channing Capital Management, LLC62,671
0.2% of portfolio›$8.9M
Moody Aldrich Partners LLC59,657
1.6% of portfolio›$8.5M
Sterling Capital Management LLC54,619
0.2% of portfolio›$7.7M
Vest Financial, LLC53,262
0.1% of portfolio›$7.6M
Fifth Third Bancorp51,456
0.0% of portfolio›$7.3M
KBC Group NV45,681
0.0% of portfolio›$6.5K
Shaker Investments LLC41,200
2.2% of portfolio›$5.8M
Rosenthal | Henry Capital Advisors, Inc.35,803
4.7% of portfolio›$5.1M
US Bancorp \de\34,500
0.0% of portfolio›$4.9M
Burney Co/33,614
0.1% of portfolio›$4.8M
Amalgamated Bank30,048
0.0% of portfolio›$4.3K
Creative Planning28,670
0.0% of portfolio›$4.1M
North Star Investment Management Corp.27,209
0.2% of portfolio›$3.9M
Nisa Investment Advisors, LLC25,370
0.0% of portfolio›$3.6M
Wedge Capital Management L L P23,470
0.1% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC21,653
0.0% of portfolio›$2.6M
Truist Financial Corp21,371
0.0% of portfolio›$3.0M
Louisiana State Employees Retirement System20,000
0.0% of portfolio›$2.8M
Arizona State Retirement System18,995
0.0% of portfolio›$2.7M
Access Investment Management LLC18,887
0.7% of portfolio›$2.7M
Hennessy Advisors Inc18,000
0.1% of portfolio›$2.6M
Yousif Capital Management, LLC17,508
0.0% of portfolio›$2.5M
State of New Jersey Common Pension Fund D17,226
0.0% of portfolio›$2.4M
Y-Intercept (Hong Kong) Ltd16,369
0.1% of portfolio›$2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,103
0.0% of portfolio›$2.3M
Harbor Capital Advisors, Inc.15,881
0.0% of portfolio›$2.3K
State of Michigan Retirement System15,863
0.0% of portfolio›$2.2M
Oppenheimer Asset Management Inc.15,588
0.0% of portfolio›$2.2M
Assetmark, Inc15,524
0.0% of portfolio›$2.2M
Albert D Mason Inc14,853
1.3% of portfolio›$2.1M
Regions Financial Corp14,749
0.0% of portfolio›$2.1M
Oregon Public Employees Retirement Fund13,986
0.0% of portfolio›$2.0M
New Mexico Educational Retirement Board13,700
0.0% of portfolio›$1.9K
Illinois Municipal Retirement Fund13,150
0.0% of portfolio›$1.9M
Virginia Retirement Systems ET Al13,000
0.0% of portfolio›$1.8M
Atria Investments, Inc12,211
0.0% of portfolio›$1.7M
Concurrent Investment Advisors, LLC11,873
0.0% of portfolio›$1.7M
Oliver Luxxe Assets LLC11,388
0.3% of portfolio›$1.6M
Pictet Asset Management Holding SA10,394
0.0% of portfolio›$1.5M
Norris Perne & French LLP10,169
0.1% of portfolio›$1.4M
Park Avenue Securities LLC9,666
0.0% of portfolio›$1.4K
New York Life Investment Management LLC9,666
0.0% of portfolio›$1.4M
Quadrant Capital Group LLC9,037
0.0% of portfolio›$1.3M
111 Capital8,451
0.2% of portfolio›$1.2M
Xponance LLC7,738
0.0% of portfolio›$1.1M
First Citizens Bank & Trust Co7,046
0.0% of portfolio›$999.3K
Vise Technologies, Inc.7,039
0.0% of portfolio›$998.2K
State of Alaska, Department of Revenue6,394
0.0% of portfolio›$906
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,367
0.0% of portfolio›$903.0K
Keybank National Association5,782
0.0% of portfolio›$820.0K
Commonwealth Equity Services, LLC5,643
0.0% of portfolio›$800.4K
OP Asset Management Ltd5,560
0.0% of portfolio›$788.5K
Greenleaf Trust5,478
0.0% of portfolio›$776.9K
Simplicity Wealth,LLC5,435
0.0% of portfolio›$770.8K
Abacus Wealth Partners, LLC5,395
0.1% of portfolio›$765.1K
Chicago Partners Investment Group LLC5,025
0.0% of portfolio›$757.6K
Exchange Traded Concepts, LLC4,864
0.0% of portfolio›$689.8K
Blue Trust, Inc.4,860
0.0% of portfolio›$689.3K
Pekin Hardy Strauss, Inc.4,750
0.1% of portfolio›$673.6K
Certuity, LLC4,560
0.0% of portfolio›$646.7K
Swiss Life Asset Management Ltd4,468
0.0% of portfolio›$633.7K
Western Pacific Wealth Management, LP4,237
0.5% of portfolio›$600.9K
Signaturefd, LLC4,204
0.0% of portfolio›$596.2K
Accurate Wealth Management, LLC3,974
0.0% of portfolio›$567.6K
Forum Financial Management, LP3,825
0.0% of portfolio›$542.5K
AlphaCore Capital LLC3,755
0.0% of portfolio›$532.5K
Cambridge Investment Research Advisors, Inc.3,731
0.0% of portfolio›$529
Ethic Inc.3,693
0.0% of portfolio›$523.7K
Inspire Investing, LLC3,675
0.0% of portfolio›$521.2K
Crestwood Advisors Group, LLC3,649
0.0% of portfolio›$517.5K
Choreo, LLC3,499
0.0% of portfolio›$496.2K
Crossmark Global Holdings, Inc.3,348
0.0% of portfolio›$474.8K
NorthCrest Asset Manangement, LLC3,317
0.0% of portfolio›$478.3K
Well Done, LLC3,304
0.1% of portfolio›$468.6K
Gamma Investing LLC3,133
0.0% of portfolio›$444.3K
Evergreen Capital Management LLC3,061
0.0% of portfolio›$434.1K
HUB Investment Partners, LLC2,941
0.0% of portfolio›$417.1K
Paulson Wealth Management Inc.2,856
0.1% of portfolio›$405.0K
Inspirion Wealth Advisors, LLC2,799
0.0% of portfolio›$397.0K
Coyle Financial Counsel LLC2,622
0.1% of portfolio›$371.9K
ProShare Advisors LLC2,564
0.0% of portfolio›$363.6K
Elevation Point Wealth Partners, LLC2,543
0.0% of portfolio›$360.7K
Princeton Capital Management LLC2,500
0.1% of portfolio›$354.6K
Compound Planning, Inc.2,465
0.0% of portfolio›$349.6K
Fifth Third Wealth Advisors LLC2,379
0.0% of portfolio›$337.4K
Diversify Wealth Management, LLC2,241
0.0% of portfolio›$321.7K
Diversify Advisory Services, LLC2,241
0.0% of portfolio›$321.7K
Larson Financial Group LLC2,236
0.0% of portfolio›$317.2K
Provenance Wealth Advisors, LLC2,231
0.0% of portfolio›$316.4K
Ashton Thomas Private Wealth, LLC2,215
0.0% of portfolio›$314.1K
Olympiad Research LP2,136
0.4% of portfolio›$302.9K
CIBC Asset Management Inc2,080
0.0% of portfolio›$295.0K
Perigon Wealth Management, LLC2,064
0.0% of portfolio›$292.7K
MeadowBrook Investment Advisors LLC2,045
0.2% of portfolio›$306.2K
North Dakota State Investment Board2,032
0.0% of portfolio›$288.2K
Chicago Capital, LLC2,024
0.0% of portfolio›$287.0K
DB&C Advisors, LLC1,931
0.3% of portfolio›$273.8K
DekaBank Deutsche Girozentrale1,915
0.0% of portfolio›$273
HB Wealth Management, LLC1,906
0.0% of portfolio›$270.3K
OpenArc Corporate Advisory, LLC1,892
0.0% of portfolio›$268.3K
Profund Advisors LLC1,858
0.0% of portfolio›$263.5K
Lanark Financial, Inc.1,844
0.0% of portfolio›$261.5K
Oppenheimer & Co Inc1,841
0.0% of portfolio›$261.1K
Wedmont Private Capital1,838
0.0% of portfolio›$265.0K
Westover Capital Advisors, LLC1,804
0.0% of portfolio›$255.8K
Versant Capital Management, Inc1,802
0.0% of portfolio›$255.6K
Praxis Investment Management Inc1,799
0.0% of portfolio›$255
Fulton Bank, N.A.1,683
0.0% of portfolio›$238.7K
Park National Corp1,645
0.0% of portfolio›$233.3K
Farther Finance Advisors, LLC1,645
0.0% of portfolio›$233.3K
Blue Water Asset Management1,638
0.1% of portfolio›$232.4K
Financial Advisory Corp1,617
0.0% of portfolio›$229.4K
Voisard Asset Management Group, Inc.1,606
0.0% of portfolio›$227.8K
Flynn Zito Capital Management, LLC1,565
0.1% of portfolio›$221.9K
Cornerstone National Bank & Trust Co1,500
0.1% of portfolio›$215.3K
Vestor Capital, LLC1,480
0.0% of portfolio›$104
Teza Capital Management LLC1,467
0.2% of portfolio›$208.1K
PharVision Advisers, LLC1,431
8.2% of portfolio›$202.9K
Creative Financial Designs Inc1,379
0.0% of portfolio›$195.6K
Tsfg, LLC1,360
0.0% of portfolio›$193
Daytona Street Capital LLC1,150
0.1% of portfolio›$168.1K
Parkside Financial Bank & Trust1,144
0.0% of portfolio›$162.2K
IFP Advisors, Inc1,122
0.0% of portfolio›$159.1K
TD Private Client Wealth LLC1,045
0.0% of portfolio›$148.2K
Dhjj Financial Advisors, Ltd.1,033
0.0% of portfolio›$146.5K
Parallel Advisors, LLC963
0.0% of portfolio›$136.6K
Reyes Financial Architecture, Inc.727
0.1% of portfolio›$103.1K
Trust Co of Vermont711
0.0% of portfolio›$100.8K
Plante Moran Financial Advisors, LLC685
0.0% of portfolio›$97.1K
Reap Financial Group, LLC438
0.0% of portfolio›$62.2K
Pinnacle Wealth Planning Services, Inc.385
0.0% of portfolio›$54.6K
Root Financial Partners, LLC368
0.0% of portfolio›$52.2K
Ares Financial Consulting, LLC334
0.0% of portfolio›$47.4K
Cullen T Bankers, Inc.330
0.0% of portfolio›$46.8K
Elyxium Wealth, LLC329
0.0% of portfolio›$46.7K
Elevation Wealth Partners, LLC304
0.0% of portfolio›$43.1K
Leonteq Securities AG285
0.0% of portfolio›$40.4K
First Horizon Corp250
0.0% of portfolio›$35.5K
Raleigh Capital Management Inc.207
0.0% of portfolio›$29.3K
Pension & Wealth Management Advisors, Inc.203
0.0% of portfolio›$28.8K
MassMutual Private Wealth & Trust, FSB201
0.0% of portfolio›$28.5K
Wilkerson Advisory Group LLC200
0.0% of portfolio›$28.4K
Capital Advisors, Ltd. LLC198
0.0% of portfolio›$28
Essential Partners LLC196
0.0% of portfolio›$27.8K
KFG LLC194
0.0% of portfolio›$27.5K
True Wealth Design, LLC187
0.0% of portfolio›$26.5K
EverSource Wealth Advisors, LLC172
0.0% of portfolio›$24.4K
Mitsubishi UFJ Asset Management Co., Ltd.169
0.0% of portfolio›$24.0K
Alpine Bank Wealth Management162
0.0% of portfolio›$23.0K
Westside Investment Management, Inc.160
0.0% of portfolio›$23.2K
Gen-Wealth Partners Inc150
0.0% of portfolio›$21.3K
Cedar Mountain Advisors, LLC148
0.0% of portfolio›$21.0K
Birch Financial Group, LLC147
0.0% of portfolio›$20.9K
Key FInancial Inc139
0.0% of portfolio›$19.7K
Heritage Family Offices, LLP138
0.0% of portfolio›$19.6K
Salomon & Ludwin, LLC133
0.0% of portfolio›$18.9K
CoreCap Advisors, LLC129
0.0% of portfolio›$18.3K
Private Trust Co NA117
0.0% of portfolio›$16.6K
Bell Investment Advisors, Inc116
0.0% of portfolio›$16.5K
Hilton Head Capital Partners, LLC114
0.0% of portfolio›$16.2K
WPG Advisers, LLC109
0.0% of portfolio›$15.5K
Mather Group, Llc.98
0.0% of portfolio›$13.9K
Jnba Financial Advisors87
0.0% of portfolio›$12.3K
GoalVest Advisory LLC85
0.0% of portfolio›$12.1K
Fortitude Family Office, LLC81
0.0% of portfolio›$11.5K
SJS Investment Consulting Inc.79
0.0% of portfolio›$11.2K
JFS Wealth Advisors, LLC75
0.0% of portfolio›$10.6K
Private Wealth Management Group, LLC71
0.0% of portfolio›$10.1K
Covestor Ltd69
0.0% of portfolio›$10
Avion Wealth60
0.0% of portfolio›$8
Ascentis Independent Advisors58
0.0% of portfolio›$8.2K
Brown, Lisle Ings, Inc.57
0.0% of portfolio›$8.1K
Farmers & Merchants Investments Inc57
0.0% of portfolio›$8.1K
Silver Grove Financial Group, Inc.56
0.0% of portfolio›$7.9K
Rossby Financial, LCC50
0.0% of portfolio›$7.1K
Wolff Wiese Magana LLC48
0.0% of portfolio›$6.8K
Elevated Capital Advisors, LLC47
0.0% of portfolio›$6.7K
High Note Wealth, LLC46
0.0% of portfolio›$6.5K
GK Wealth Management LLC43
0.0% of portfolio›$6.1K
Tributary Capital Management, LLC41
0.0% of portfolio›$5.8K
Meriwether Wealth & Planning, LLC37
0.0% of portfolio›$5.2K
Owl Creek Wealth Partners LLC36
0.0% of portfolio›$5.1K
James T. Borello RIA35
0.0% of portfolio›$5.0K
Creative Capital Management Investments LLC35
0.0% of portfolio›$5.0K
Highline Wealth Partners LLC33
0.0% of portfolio›$4.7K
Rosenberg Matthew Hamilton31
0.0% of portfolio›$4.4K
Montag A & Associates Inc30
0.0% of portfolio›$4.3K
Moisand Fitzgerald Tamayo, LLC28
0.0% of portfolio›$4.0K
Albion Financial Group27
0.0% of portfolio›$3.8K
UMB Private Wealth Management, LLC26
0.0% of portfolio›$3.7K
Torren Management, LLC23
0.0% of portfolio›$3.3K
Signature Equity Partners, LLC23
0.0% of portfolio›$3.3K
Cromwell Holdings LLC22
0.0% of portfolio›$3.1K
Cape Investment Advisory, Inc.22
0.0% of portfolio›$3.1K
CX Institutional22
0.0% of portfolio›$3
Sunrise Financial Services, LLC18
0.0% of portfolio›$2.6K
Mowery & Schoenfeld Wealth Management, LLC18
0.0% of portfolio›$2.6K
Bay Harbor Wealth Management, LLC17
0.0% of portfolio›$2.4K
Acumen Wealth Advisors, LLC16
0.0% of portfolio›$2.3K
Hughes Financial Services, LLC14
0.0% of portfolio›$2.2K
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$2.0K
Tounjian Advisory Partners, LLC13
0.0% of portfolio›$1.9K
Planning Strategies Inc.12
0.0% of portfolio›$1.7K
Proathlete Wealth Management LLC12
0.0% of portfolio›$1.7K
Latitude Advisors, LLC9
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$993
Retirement Wealth Solutions LLC6
0.0% of portfolio›$851
Bare Financial Services, Inc5
0.0% of portfolio›$709
DecisionPoint Financial, LLC4
0.0% of portfolio›$575
MV Capital Management, Inc.3
0.0% of portfolio›$426
Maseco LLP2
0.0% of portfolio›$284
SBI Securities Co., Ltd.1
0.0% of portfolio›$142
TFC Financial Management, Inc.1
0.0% of portfolio›$142
Manchester Capital Management LLC1
0.0% of portfolio›$142
Maryland Capital Advisors Inc.1
0.0% of portfolio›$142
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,718,077$385.5M0.1%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
1,234,247$175.0M0.1%CoreLowDes Moines, IA2026-11-02
Artemis Investment Management LLP
644,295$91.4M0.8%GARPHighEdinburgh, United Kingdom2026-10-08
Bank of New York Mellon Corp
554,425$78.6M0.0%CoreLowNew York, NY2026-11-05
Reinhart Partners, Llc.
523,882$74.3M1.8%ValueMediumMequon, WI2026-10-09
Thrivent Financial for Lutherans
386,182$54.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Leeward Investments, LLC - MA
156,735$22.2M1.1%Deep ValueLowBoston, MA2026-10-23
Granite Investment Partners, LLC
146,524$20.8M1.1%CoreMediumEl Segundo, CA2026-11-04
Chicago Trust Co NA
128,481$18.2M2.5%CoreLowGrayslake, IL2026-10-28
Allspring Global Investments Holdings, LLC
118,778$17.1M0.0%CoreMediumCharlotte, NC2026-11-04
Congress Asset Management Co
117,250$16.6M0.1%GrowthMediumBoston, MA2026-10-06
New York State Teachers Retirement System
111,634$15.8K0.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
81,869$11.6M0.0%CoreMediumNew York, NY2026-11-04
Premier Fund Managers Ltd
81,044$11.6K0.0%MomentumMediumLondon, United Kingdom2026-11-02
Mutual of America Capital Management LLC
76,744$10.9M0.1%IndexLowNew York, NY2026-10-23
Strs Ohio
75,711$10.7M0.0%CoreMediumColumbus, OH2026-10-30
Retirement Systems of Alabama
69,587$9.9M0.0%IndexLowMontgomery, AL2026-11-04
Channing Capital Management, LLC
62,671$8.9M0.2%ValueHighChicago, IL2026-11-02
Moody Aldrich Partners LLC
59,657$8.5M1.6%ValueHighMarblehead, MA2026-10-27
Sterling Capital Management LLC
54,619$7.7M0.2%GARPMediumCharlotte, NC2026-10-22
Vest Financial, LLC
53,262$7.6M0.1%ValueMediumMclean, VA2026-10-21
Fifth Third Bancorp
51,456$7.3M0.0%IndexVery LowCincinnati, OH2026-11-05
KBC Group NV
45,681$6.5K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Shaker Investments LLC
41,200$5.8M2.2%MomentumMediumCleveland, OH2026-11-05
Rosenthal | Henry Capital Advisors, Inc.
35,803$5.1M4.7%Deep ValueLowMishawaka, IN2026-10-27
US Bancorp \de\
34,500$4.9M0.0%IndexLowMinneapolis, MN2026-11-05
Burney Co/
33,614$4.8M0.1%GARPMediumReston, VA2026-10-15
Amalgamated Bank
30,048$4.3K0.0%CoreVery LowNew York, NY2026-10-23
Creative Planning
28,670$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
North Star Investment Management Corp.
27,209$3.9M0.2%CoreLowChicago, IL2026-10-27
Nisa Investment Advisors, LLC
25,370$3.6M0.0%IndexVery LowSt. Louis, MO2026-10-20
Wedge Capital Management L L P
23,470$3.3M0.1%ValueMediumCharlotte, NC2026-10-13
Wealth Enhancement Advisory Services, LLC
21,653$2.6M0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
21,371$3.0M0.0%CoreLowCharlotte, NC2026-10-30
Louisiana State Employees Retirement System
20,000$2.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
18,995$2.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Access Investment Management LLC
18,887$2.7M0.7%Deep ValueLowAtlanta, GA2026-10-23
Hennessy Advisors Inc
18,000$2.6M0.1%Deep ValueMediumNovato, CA2026-10-28
Yousif Capital Management, LLC
17,508$2.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
State of New Jersey Common Pension Fund D
17,226$2.4M0.0%CoreLowTrenton, NJ2026-11-05
Y-Intercept (Hong Kong) Ltd
16,369$2.3M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
16,103$2.3M0.0%CoreLowHarrisburg, PA2026-11-03
Harbor Capital Advisors, Inc.
15,881$2.3K0.0%ValueHighChicago, IL2026-10-22
State of Michigan Retirement System
15,863$2.2M0.0%IndexLowEast Lansing, MI2026-10-27
Oppenheimer Asset Management Inc.
15,588$2.2M0.0%CoreMediumNew York, NY2026-10-27
Assetmark, Inc
15,524$2.2M0.0%ETFLowConcord, CA2026-10-21
Albert D Mason Inc
14,853$2.1M1.3%CoreLowBoston, MA2026-10-27
Regions Financial Corp
14,749$2.1M0.0%CoreLowBirmingham, AL2026-11-05
Oregon Public Employees Retirement Fund
13,986$2.0M0.0%IndexVery LowTigard, OR2026-10-30
New Mexico Educational Retirement Board
13,700$1.9K0.0%IndexVery LowSanta Fe, NM2026-11-05
Illinois Municipal Retirement Fund
13,150$1.9M0.0%CoreMediumOak Brook, IL2026-11-05
Virginia Retirement Systems ET Al
13,000$1.8M0.0%CoreMediumRichmond, VA2026-10-28
Atria Investments, Inc
12,211$1.7M0.0%CoreMediumCharlotte, NC2026-10-15
Concurrent Investment Advisors, LLC
11,873$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Oliver Luxxe Assets LLC
11,388$1.6M0.3%ValueMediumGladstone, NJ2026-10-14
Pictet Asset Management Holding SA
10,394$1.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Norris Perne & French LLP
10,169$1.4M0.1%GrowthLowGrand Rapids, MI2026-10-23
Park Avenue Securities LLC
9,666$1.4K0.0%ETFMediumNew York, NY2026-10-26
New York Life Investment Management LLC
9,666$1.4M0.0%GrowthLowNew York, NY2026-11-04
Quadrant Capital Group LLC
9,037$1.3M0.0%CoreLowCincinnati, OH2026-10-20
111 Capital
8,451$1.2M0.2%CoreVery HighParis, India2026-11-03
Xponance LLC
7,738$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
First Citizens Bank & Trust Co
7,046$999.3K0.0%CoreMediumRaleigh, NC2026-10-14
Vise Technologies, Inc.
7,039$998.2K0.0%IndexLowNew York, NY2026-10-29
State of Alaska, Department of Revenue
6,394$9060.0%CoreVery LowJuneau, AK2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
6,367$903.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Keybank National Association
5,782$820.0K0.0%CoreLowBrooklyn, OH2026-11-04
Commonwealth Equity Services, LLC
5,643$800.4K0.0%ETFLowWaltham, MA2026-11-02
OP Asset Management Ltd
5,560$788.5K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Greenleaf Trust
5,478$776.9K0.0%CoreLowKalamazoo, MI2026-10-29
Simplicity Wealth,LLC
5,435$770.8K0.0%ETFLowSummit, NJ2026-10-23
Abacus Wealth Partners, LLC
5,395$765.1K0.1%ETFLowSanta Monica, CA2026-11-03
Chicago Partners Investment Group LLC
5,025$757.6K0.0%GARPLowChicago, IL2026-10-27
Exchange Traded Concepts, LLC
4,864$689.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Blue Trust, Inc.
4,860$689.3K0.0%ETFLowBrentwood, TN2026-10-15
Pekin Hardy Strauss, Inc.
4,750$673.6K0.1%ValueMediumChicago, IL2026-11-02
Certuity, LLC
4,560$646.7K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Swiss Life Asset Management Ltd
4,468$633.7K0.0%CoreLowZurich, Switzerland2026-11-03
Western Pacific Wealth Management, LP
4,237$600.9K0.5%GrowthLowLake Forest, IL2026-10-16
Signaturefd, LLC
4,204$596.2K0.0%IndexLowAtlanta, GA2026-10-23
Accurate Wealth Management, LLC
3,974$567.6K0.0%CoreMediumWesley Chapel, FL2026-10-20
Forum Financial Management, LP
3,825$542.5K0.0%ETFLowLombard, IL2026-10-16
AlphaCore Capital LLC
3,755$532.5K0.0%ETFLowLa Jolla, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
3,731$5290.0%ETFLowFairfield, IA2026-11-02
Ethic Inc.
3,693$523.7K0.0%CoreLowNew York, NY2026-11-03
Inspire Investing, LLC
3,675$521.2K0.0%GARPHighMeridian, ID2026-10-22
Crestwood Advisors Group, LLC
3,649$517.5K0.0%GrowthLowBoston, MA2026-10-27
Choreo, LLC
3,499$496.2K0.0%IndexLowRockford, IL2026-10-28
Crossmark Global Holdings, Inc.
3,348$474.8K0.0%GARPMediumHouston, TX2026-10-21
NorthCrest Asset Manangement, LLC
3,317$478.3K0.0%GrowthLowPlymouth, MN2026-10-13
Well Done, LLC
3,304$468.6K0.1%ETFLowHolland, MI2026-10-20
Gamma Investing LLC
3,133$444.3K0.0%IndexVery LowFoster City, CA2026-10-08
Evergreen Capital Management LLC
3,061$434.1K0.0%GARPMediumBellevue, WA2026-10-23
HUB Investment Partners, LLC
2,941$417.1K0.0%GrowthLowAustin, TX2026-11-03
Paulson Wealth Management Inc.
2,856$405.0K0.1%ETFLowWest Palm Beach, FL2026-11-02
Inspirion Wealth Advisors, LLC
2,799$397.0K0.0%ETFMediumLibertyville, IL2026-10-09
Coyle Financial Counsel LLC
2,622$371.9K0.1%ETFVery LowGlenview, IL2026-10-28
ProShare Advisors LLC
2,564$363.6K0.0%GrowthLowBethesda, MD2026-10-29
Elevation Point Wealth Partners, LLC
2,543$360.7K0.0%CoreHighDenver, CO2026-11-05
Princeton Capital Management LLC
2,500$354.6K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Compound Planning, Inc.
2,465$349.6K0.0%CoreLowNew York, NY2026-11-05
Fifth Third Wealth Advisors LLC
2,379$337.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Diversify Wealth Management, LLC
2,241$321.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,241$321.7K0.0%GrowthLowSandy, UT2026-10-20
Larson Financial Group LLC
2,236$317.2K0.0%GrowthLowSt Louis, MO2026-11-05
Provenance Wealth Advisors, LLC
2,231$316.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ashton Thomas Private Wealth, LLC
2,215$314.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Olympiad Research LP
2,136$302.9K0.4%Deep ValueVery HighStamford, CT2026-11-04
CIBC Asset Management Inc
2,080$295.0K0.0%GARPLowToronto, South Africa2026-11-05
Perigon Wealth Management, LLC
2,064$292.7K0.0%GrowthLowSan Francisco, CA2026-10-22
MeadowBrook Investment Advisors LLC
2,045$306.2K0.2%CoreLowLivonia, MI2026-10-29
North Dakota State Investment Board
2,032$288.2K0.0%GrowthMediumBismarck, ND2026-10-27
Chicago Capital, LLC
2,024$287.0K0.0%GrowthLowChicago, IL2026-10-13
DB&C Advisors, LLC
1,931$273.8K0.3%GrowthVery LowHolland, MI2026-10-26
DekaBank Deutsche Girozentrale
1,915$2730.0%CoreLowFrankfurt, Hong Kong2026-10-27
HB Wealth Management, LLC
1,906$270.3K0.0%IndexVery LowAtlanta, GA2026-10-23
OpenArc Corporate Advisory, LLC
1,892$268.3K0.0%GrowthLowAtlanta, GA2026-10-21
Profund Advisors LLC
1,858$263.5K0.0%GrowthLowBethesda, MD2026-10-29
Lanark Financial, Inc.
1,844$261.5K0.0%CoreMediumBirmingham, AL2026-10-26
Oppenheimer & Co Inc
1,841$261.1K0.0%CoreLowNew York, NY2026-10-26
Wedmont Private Capital
1,838$265.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Westover Capital Advisors, LLC
1,804$255.8K0.0%MomentumLowWilmington, DE2026-10-26
Versant Capital Management, Inc
1,802$255.6K0.0%GARPLowPhoenix, AZ2026-10-02
Praxis Investment Management Inc
1,799$2550.0%CoreLowGoshen, IN2026-11-03
Fulton Bank, N.A.
1,683$238.7K0.0%CoreLowLancaster, PA2026-10-14
Park National Corp
1,645$233.3K0.0%CoreLowNewark, OH2026-10-05
Farther Finance Advisors, LLC
1,645$233.3K0.0%IndexLowSan Francisco, CA2026-10-08
Blue Water Asset Management
1,638$232.4K0.1%ETFLowGrand Rapids, MI2026-11-04
Financial Advisory Corp
1,617$229.4K0.0%ETFVery LowGrand Rapids, MI2026-10-14
Voisard Asset Management Group, Inc.
1,606$227.8K0.0%ETFLowGrand Rapids, MI2026-10-13
Flynn Zito Capital Management, LLC
1,565$221.9K0.1%ETFLowGarden City, NY2026-11-04
Cornerstone National Bank & Trust Co
1,500$215.3K0.1%ETFMediumPalatine, IL2026-10-20
Vestor Capital, LLC
1,480$1040.0%ValueMediumChicago, IL2026-11-04
Teza Capital Management LLC
1,467$208.1K0.2%ValueHighAustin, TX2026-10-23
PharVision Advisers, LLC
1,431$202.9K8.2%YieldVery HighBoca Raton, FL2026-10-29
Creative Financial Designs Inc
1,379$195.6K0.0%ETFMediumKokomo, IN2026-11-04
Tsfg, LLC
1,360$1930.0%ETFLowLake Forest, IL2026-10-23
Daytona Street Capital LLC
1,150$168.1K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Parkside Financial Bank & Trust
1,144$162.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
1,122$159.1K0.0%GrowthLowTampa, FL2026-10-16
TD Private Client Wealth LLC
1,045$148.2K0.0%ETFLowNew York, NY2026-10-28
Dhjj Financial Advisors, Ltd.
1,033$146.5K0.0%ETFVery LowNaperville, IL2026-10-23
Parallel Advisors, LLC
963$136.6K0.0%IndexLowSan Francisco, CA2026-11-03
Reyes Financial Architecture, Inc.
727$103.1K0.1%ETFVery HighSan Diego, CA2026-10-22
Trust Co of Vermont
711$100.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Plante Moran Financial Advisors, LLC
685$97.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Reap Financial Group, LLC
438$62.2K0.0%ETFLowAustin, TX2026-11-02
Pinnacle Wealth Planning Services, Inc.
385$54.6K0.0%GARPLowMansfield, OH2026-10-27
Root Financial Partners, LLC
368$52.2K0.0%ETFMediumEncinitas, CA2026-10-21
Ares Financial Consulting, LLC
334$47.4K0.0%CoreLowCalabasas, CA2026-10-19
Cullen T Bankers, Inc.
330$46.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Elyxium Wealth, LLC
329$46.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Elevation Wealth Partners, LLC
304$43.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Leonteq Securities AG
285$40.4K0.0%CoreHighZurich, Switzerland2026-10-29
First Horizon Corp
250$35.5K0.0%CoreLowMemphis, TN2026-10-26
Raleigh Capital Management Inc.
207$29.3K0.0%CoreMediumCary, NC2026-10-28
Pension & Wealth Management Advisors, Inc.
203$28.8K0.0%ETFLowWaltham, MA2026-10-16
MassMutual Private Wealth & Trust, FSB
201$28.5K0.0%CoreLowSpringfield, MA2026-10-05
Wilkerson Advisory Group LLC
200$28.4K0.0%ETFMediumColumbia, MO2026-10-20
Capital Advisors, Ltd. LLC
198$280.0%ETFLowShaker Heights, OH2026-10-27
Essential Partners LLC
196$27.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
KFG LLC
194$27.5K0.0%ETFN/ARapid City, SD2026-11-02
True Wealth Design, LLC
187$26.5K0.0%ETFMediumAkron, OH2026-10-13
EverSource Wealth Advisors, LLC
172$24.4K0.0%CoreMediumBirmingham, AL2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
169$24.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Alpine Bank Wealth Management
162$23.0K0.0%ETFHighGrand Junction, CO2026-10-16
Westside Investment Management, Inc.
160$23.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Gen-Wealth Partners Inc
150$21.3K0.0%CoreLowZeeland, MI2026-11-04
Cedar Mountain Advisors, LLC
148$21.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Birch Financial Group, LLC
147$20.9K0.0%CoreLowKeene, NH2026-10-27
Key FInancial Inc
139$19.7K0.0%ETFLowWest Chester, PA2026-11-02
Heritage Family Offices, LLP
138$19.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Salomon & Ludwin, LLC
133$18.9K0.0%ETFVery LowRichmond, VA2026-10-29
CoreCap Advisors, LLC
129$18.3K0.0%ETFMediumSouthfield, MI2026-10-08
Private Trust Co NA
117$16.6K0.0%CoreLowCleveland, OH2026-10-20
Bell Investment Advisors, Inc
116$16.5K0.0%ETFVery LowOrinda, CA2026-10-29
Hilton Head Capital Partners, LLC
114$16.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
WPG Advisers, LLC
109$15.5K0.0%CoreLowBaltimore, MD2026-10-27
Mather Group, Llc.
98$13.9K0.0%ETFMediumChicago, IL2026-10-14
Jnba Financial Advisors
87$12.3K0.0%ETFMediumBloomington, MN2026-11-03
GoalVest Advisory LLC
85$12.1K0.0%ETFMediumNew York, NY2026-10-02
Fortitude Family Office, LLC
81$11.5K0.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
79$11.2K0.0%ETFVery LowSylvania, OH2026-10-26
JFS Wealth Advisors, LLC
75$10.6K0.0%ETFVery LowHermitage, PA2026-11-03
Private Wealth Management Group, LLC
71$10.1K0.0%ETFLowPrinceton, NJ2026-10-19
Covestor Ltd
69$100.0%ValueHighLondon, United Kingdom2026-10-30
Avion Wealth
60$80.0%ETFLowThe Woodlands, TX2026-11-04
Ascentis Independent Advisors
58$8.2K0.0%ETFLowDallas, TX2026-11-03
Brown, Lisle Ings, Inc.
57$8.1K0.0%CoreVery LowProvidence, RI2026-10-16
Farmers & Merchants Investments Inc
57$8.1K0.0%CoreVery LowLincoln, NE2026-10-22
Silver Grove Financial Group, Inc.
56$7.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Rossby Financial, LCC
50$7.1K0.0%ETFMediumMelbourne, FL2026-11-05
Wolff Wiese Magana LLC
48$6.8K0.0%GrowthLowCarslbad, CA2026-10-15
Elevated Capital Advisors, LLC
47$6.7K0.0%ETFMediumSandy, UT2026-11-04
High Note Wealth, LLC
46$6.5K0.0%ETFVery LowDeephaven, MN2026-10-27
GK Wealth Management LLC
43$6.1K0.0%GARPVery HighReno, NV2026-10-09
Tributary Capital Management, LLC
41$5.8K0.0%ValueMediumOmaha, NE2026-10-28
Meriwether Wealth & Planning, LLC
37$5.2K0.0%ETFMediumMinden, LA2026-10-13
Owl Creek Wealth Partners LLC
36$5.1K0.0%IndexLowGreenwood Village, CO2026-10-20
James T. Borello RIA
35$5.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Creative Capital Management Investments LLC
35$5.0K0.0%ETFLowSan Diego, CA2026-10-28
Highline Wealth Partners LLC
33$4.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Rosenberg Matthew Hamilton
31$4.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Montag A & Associates Inc
30$4.3K0.0%CoreLowAtlanta, GA2026-10-29
Moisand Fitzgerald Tamayo, LLC
28$4.0K0.0%ETFVery LowOrlando, FL2026-10-15
Albion Financial Group
27$3.8K0.0%GrowthLowSalt Lake City, UT2026-10-21
UMB Private Wealth Management, LLC
26$3.7K0.0%GrowthN/AKansas City, MO2026-10-19
Torren Management, LLC
23$3.3K0.0%ETFMediumSan Diego, CA2026-10-29
Signature Equity Partners, LLC
23$3.3K0.0%GrowthMediumColumbus, OH2026-10-29
Cromwell Holdings LLC
22$3.1K0.0%IndexLowJackson, WY2026-10-28
Cape Investment Advisory, Inc.
22$3.1K0.0%ETFLowMcdonough, GA2026-10-13
CX Institutional
22$30.0%CoreMediumAuburn, IN2026-10-02
Sunrise Financial Services, LLC
18$2.6K0.0%ETFMediumBurien, WA2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
18$2.6K0.0%GrowthMediumLincolnshire, IL2026-10-28
Bay Harbor Wealth Management, LLC
17$2.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Acumen Wealth Advisors, LLC
16$2.3K0.0%GrowthHighChattanooga, TN2026-11-05
Hughes Financial Services, LLC
14$2.2K0.0%ETFLowHerndon, VA2026-10-30
DiNuzzo Private Wealth, Inc.
14$2.0K0.0%ETFLowBeaver, PA2026-10-16
Tounjian Advisory Partners, LLC
13$1.9K0.0%GrowthHighFort Myers, FL2026-11-04
Planning Strategies Inc.
12$1.7K0.0%ETFN/ALancaster, PA2026-10-02
Proathlete Wealth Management LLC
12$1.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Latitude Advisors, LLC
9$1.3K0.0%ETFLowYorkville, IL2026-10-27
Physician Wealth Advisors, Inc.
7$9930.0%ETFMediumMidvale, UT2026-10-20
Retirement Wealth Solutions LLC
6$8510.0%ETFLowMarshfield, WI2026-10-07
Bare Financial Services, Inc
5$7090.0%ETFVery LowGap, PA2026-11-04
DecisionPoint Financial, LLC
4$5750.0%ETFVery LowMesa, AZ2026-10-27
MV Capital Management, Inc.
3$4260.0%ETFLowBethesda, MD2026-10-29
Maseco LLP
2$2840.0%ETFVery LowLondon, United Kingdom2026-10-27
SBI Securities Co., Ltd.
1$1420.0%Agg GrowthLowTokyo, Mexico2026-10-22
TFC Financial Management, Inc.
1$1420.0%ETFVery LowBoston, MA2026-10-26
Manchester Capital Management LLC
1$1420.0%CoreLowManchester, VT2026-10-22
Maryland Capital Advisors Inc.
1$1420.0%ETFVery LowChester, MD2026-10-15