WTFC · Wintrust Financial Corp · Shareholders & Ownership
$150.45
+0.70 (+0.47%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$10.18B
Shares
67.47M
Volume · Oct 23
267.93K
Avg daily vol (3M)
531.37K
Every disclosed holder of WTFC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns WTFC
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 65,144,265 | 96.56% |
| Insiders (Forms 3, 4, 5) | 1,022,460 | 1.52% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 1,299,242 | 1.93% |
| Registered funds (N-PORT, not summed) | 33,682,302 | 49.92% |
Shares outstanding: 67,465,967, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of WTFC
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,583,424 | ||
| 1.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,308,215 | ||
| 1.2 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
337,907 | ||
| 1.3 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
272,456 | ||
| 1.4 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
148,497 | ||
| 1.5 |
iShares Russell Mid-Cap Value ETF
Fund
S000004335 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
102,040 | ||
| 2 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,122,321 | ||
| 2.1 |
Fidelity Mid-Cap Stock Fund
Fund
S000055365 · Registered fund · Jul 31, 2026
Fidelity Concord Street Trust, not summed
|
787,556 | ||
| 2.2 |
Fidelity Low-Priced Stock Fund
Fund
S000007152 · Registered fund · Jul 31, 2026
Fidelity Puritan Trust, not summed
|
774,822 | ||
| 2.3 |
VIP Mid Cap Portfolio
Fund
S000007734 · Registered fund · Jun 30, 2026
Variable Insurance Products Fund III, not summed
|
681,841 | ||
| 2.4 |
Fidelity Small Cap Value Fund
Fund
S000007194 · Registered fund · Jul 31, 2026
Fidelity Securities Fund, not summed
|
515,251 | ||
| 2.5 |
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund
S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
414,040 | ||
| 3 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,595,895 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,071,434 | ||
| 5 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,675,991 | ||
| 5.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
354,773 | ||
| 5.2 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
303,113 | ||
| 5.3 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
299,866 | ||
| 5.4 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
277,465 | ||
| 5.5 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
200,547 | ||
| 6 |
|
2,658,319 | ||
| 6.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
387,387 | ||
| 6.2 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
341,417 | ||
| 6.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
103,594 | ||
| 6.4 |
State Street(R) SPDR(R) S&P(R) Bank ETF
Fund
S000006977 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
89,270 | ||
| 6.5 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
23,312 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,139,964 | ||
| 8 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,749,346 | ||
| 8.1 |
FT Vest SMID Rising Dividend Achievers Target Income ETF
Fund
S000081275 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund IV, not summed
|
51,617 | ||
| 8.2 |
First Trust Financials AlphaDEX Fund
Fund
S000017699 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
42,140 | ||
| 8.3 |
First Trust NASDAQ ABA Community Bank Index Fund
Fund
S000026211 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
23,775 | ||
| 8.4 |
First Trust Nasdaq Bank ETF
Fund
S000053942 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
20,109 | ||
| 8.5 |
First Trust Mid Cap Core AlphaDEX Fund
Fund
S000017338 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
19,227 | ||
| 9 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,546,246 | ||
| 10 |
EARNEST PARTNERS LLC
13F
CIK 1102578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,374,559 | ||
| 11 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,337,969 | ||
| 12 |
SMALLCAP World Fund Inc
Fund
S000009599 · Registered fund · Jun 30, 2026
SMALLCAP World Fund Inc, not summed
|
1,334,466 | ||
| 13 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,246,124 | ||
| 13.1 |
Small-MidCap Dividend Income Fund
Fund
S000032942 · Registered fund · May 31, 2026
Principal Funds, Inc, not summed
|
238,138 | ||
| 13.2 |
SmallCap Fund
Fund
S000007214 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
176,500 | ||
| 13.3 |
Principal Capital Appreciation Fund
Fund
S000014238 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
121,027 | ||
| 13.4 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
39,675 | ||
| 13.5 |
MidCap S&P 400 Index Fund
Fund
S000007079 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
25,786 | ||
| 14 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,174,971 | ||
| 14.1 |
Invesco Main Street Mid Cap Fund
Fund
S000064651 · Registered fund · Jun 30, 2026
AIM Growth Series (Invesco Growth Series), not summed
|
249,412 | ||
| 14.2 |
Invesco Main Street Small Cap Fund
Fund
S000064650 · Registered fund · Jun 30, 2026
AIM Growth Series (Invesco Growth Series), not summed
|
199,046 | ||
| 14.3 |
Invesco Small Cap Equity Fund
Fund
S000000218 · Registered fund · Jun 30, 2026
AIM Funds Group (Invesco Funds Group), not summed
|
128,410 | ||
| 14.4 |
Invesco V.I. Main Street Small Cap Fund
Fund
S000064664 · Registered fund · Jun 30, 2026
AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
|
110,625 | ||
| 14.5 |
Invesco S&P MidCap Value with Momentum ETF
Fund
S000003057 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
32,721 | ||
| 15 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,045,426 | ||
| 16 |
Clearbridge Investments, LLC
13F
CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,007,925 | ||
| 17 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
979,864 | ||
| 18 |
First Trust RBA American Industrial Renaissance ETF
Fund
S000044209 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
929,546 | ||
| 19 |
Capital International Investors
13F
CIK 1562230 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
927,769 | ||
| 20 |
VANGUARD EXPLORER FUND
Fund
S000002578 · Registered fund · Jul 31, 2026
VANGUARD EXPLORER FUND, not summed
|
927,555 | ||
| 21 |
JENNISON ASSOCIATES LLC
13F
CIK 53417 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
872,304 | ||
| 22 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
815,162 | ||
| 23 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
801,412 | ||
| 23.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
321,818 | ||
| 23.2 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
181,025 | ||
| 23.3 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
117,831 | ||
| 23.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
40,910 | ||
| 23.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
39,570 | ||
| 24 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
785,184 | ||
| 24.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
43,815 | ||
| 24.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
12,956 | ||
| 25 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
772,746 | ||
| 26 |
FULLER & THALER ASSET MANAGEMENT, INC.
13F
CIK 1082327 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
764,128 | ||
| 27 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
742,963 | ||
| 28 |
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
Fund
S000051163 · Registered fund · Jun 30, 2026
Capitol Series Trust, not summed
|
731,308 | ||
| 29 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
721,897 | ||
| 29.1 |
SIIT EXTENDED MARKET INDEX FUND
Fund
S000035814 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
10,561 | ||
| 29.2 |
SIIT SMALL CAP II FUND
Fund
S000036633 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
5,241 | ||
| 29.3 |
SIIT LARGE CAP INDEX FUND
Fund
S000006768 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
2,000 | ||
| 29.4 |
New Covenant Growth Fund
Fund
S000024941 · Registered fund · Jun 30, 2026
NEW COVENANT FUNDS, not summed
|
708 | ||
| 29.5 |
Catholic Values Equity Fund
Fund
S000048320 · Registered fund · May 31, 2026
SEI CATHOLIC VALUES TRUST, not summed
|
705 | ||
| 30 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
657,273 | ||
| 31 |
First Trust SMID Cap Rising Dividend Achievers ETF
Fund
S000059604 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
654,825 | ||
| 32 |
Artemis Investment Management LLP
13F
CIK 1535385 · Non-US institution · Sep 30, 2026
|
644,295 | ||
| 33 |
Clark Capital Management Group, Inc.
13F
CIK 1352187 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
643,788 | ||
| 34 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
604,963 | ||
| 34.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
68 | ||
| 35 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
584,881 | ||
| 36 |
Jupiter Topco LLC
13F
CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
576,999 | ||
| 36.1 |
Janus Henderson Mid Cap Value Fund
Fund
S000010471 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
270,342 | ||
| 36.2 |
Janus Henderson Small Cap Value Fund
Fund
S000010480 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
198,308 | ||
| 36.3 |
Janus Henderson VIT Mid Cap Value Portfolio
Fund
S000010397 · Registered fund · Jun 30, 2026
Janus Aspen Series, not summed
|
16,304 | ||
| 36.4 |
Janus Henderson Small-Mid Cap Value Fund
Fund
S000035097 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
11,441 | ||
| 37 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
574,854 | ||
| 37.1 |
BNY Mellon US Mid Cap Core Equity ETF
Fund
S000067261 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
10,641 | ||
| 38 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
562,884 | ||
| 38.1 |
AB Discovery Value Fund
Fund
S000010412 · Registered fund · Jun 30, 2026
AB TRUST, not summed
|
138,027 | ||
| 38.2 |
AB Discovery Value Portfolio
Fund
S000010436 · Registered fund · Jun 30, 2026
AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
|
41,791 | ||
| 38.3 |
Small Cap Core Portfolio
Fund
S000051867 · Registered fund · Jun 30, 2026
Bernstein Fund Inc, not summed
|
25,440 | ||
| 38.4 |
Tax-Aware Overlay A Portfolio
Fund
S000027648 · Registered fund · Jun 30, 2026
BERNSTEIN SANFORD C FUND INC, not summed
|
1,400 | ||
| 38.5 |
Overlay A Portfolio
Fund
S000027647 · Registered fund · Jun 30, 2026
BERNSTEIN SANFORD C FUND INC, not summed
|
570 | ||
| 39 |
REINHART PARTNERS, LLC.
13F
CIK 1080298 · Registered investment adviser · Sep 30, 2026
|
523,882 | ||
| 39.1 |
Reinhart Genesis PMV Fund
Fund
S000055903 · Registered fund · May 31, 2026
Managed Portfolio Series, not summed
|
87,187 | ||
| 40 |
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
CIK 1177719 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
504,042 | ||
| 41 |
Thrivent Financial for Lutherans
13F
CIK 314984 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
489,473 | ||
| 41.1 |
THRIVENT SMALL CAP STOCK FUND
Fund
S000001358 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
292,726 | ||
| 41.2 |
THRIVENT SMALL CAP STOCK PORTFOLIO
Fund
S000001445 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
97,464 | ||
| 41.3 |
THRIVENT MID CAP INDEX PORTFOLIO
Fund
S000001421 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
14,978 | ||
| 41.4 |
THRIVENT AGGRESSIVE ALLOCATION FUND
Fund
S000000700 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
10,126 | ||
| 41.5 |
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND
Fund
S000001347 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
5,437 | ||
| 42 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
466,849 | ||
| 43 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
466,154 | ||
| 43.1 |
Victory Sycamore Small Company Opportunity Fund
Fund
S000000800 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
310,000 | ||
| 43.2 |
Victory RS Small Cap Growth Fund
Fund
S000053581 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
28,110 | ||
| 43.3 |
Victory RS Select Growth Fund
Fund
S000053579 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
9,500 | ||
| 43.4 |
Victory Extended Market Index Fund
Fund
S000012941 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
7,677 | ||
| 43.5 |
Victory RS Mid Cap Growth Fund
Fund
S000053578 · Registered fund · Jun 30, 2026
Victory Portfolios, not summed
|
3,460 | ||
| 44 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
464,473 | ||
| 44.1 |
Goldman Sachs Mid Cap Value Fund
Fund
S000009320 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
67,577 | ||
| 44.2 |
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund
Fund
S000009358 · Registered fund · Jun 30, 2026
Goldman Sachs Variable Insurance Trust, not summed
|
28,402 | ||
| 44.3 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
15,218 | ||
| 44.4 |
Goldman Sachs Small/Mid Cap Equity Fund
Fund
S000044015 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
9,950 | ||
| 44.5 |
Goldman Sachs Large Cap Value Insights Fund
Fund
S000009326 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
4,318 | ||
| 45 |
Capital World Investors
13F
CIK 1422849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
444,613 | ||
| 46 |
Aberdeen Group plc
13F
CIK 1716774 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
438,805 | ||
| 46.1 |
abrdn U.S. Small Cap Equity Fund
Fund
S000020297 · Registered fund · Jul 31, 2026
abrdn Funds, not summed
|
68,441 | ||
| 46.2 |
abrdn Focused U.S. Small Cap Active ETF
Fund
S000088604 · Registered fund · Jul 31, 2026
abrdn Funds, not summed
|
1,797 | ||
| 47 |
Fisher Asset Management, LLC
13F
CIK 850529 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
437,323 | ||
| 48 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
430,179 | ||
| 49 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
426,846 | ||
| 50 |
FIL Ltd
13F
CIK 318989 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
391,398 |
116 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1015328
CUSIP
97650W108
13F (30d)
96 filings
93 filers
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