Titelia

Fund shareholders of Customers Bancorp Inc

ISIN US23204G1004 · United States · LEI 549300WLBCHYKZ53FN68

Fund shareholders
336
Of which ETFs
86 250 other funds
Value held
1.1B $
Share of capital
47.9 % of 33.8M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,920,992133.3M $0.15 %5.69 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 976,41067.8M $0.00 %2.89 %as of Mar 31, 2026 ↗
Hood River Small-Cap Growth Fund Manager Directed Portfolios 966,02967.1M $1.29 %2.86 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 832,86156.2M $0.24 %2.47 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 789,04654.8M $0.08 %2.34 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 515,89735.8M $0.96 %1.53 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 402,23930.7M $0.16 %1.19 %as of Apr 30, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 392,29827.2M $0.21 %1.16 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 353,54724.5M $0.03 %1.05 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 315,99424.1M $0.07 %0.94 %as of Apr 30, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 296,58120.6M $2.23 %0.88 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 287,34919.9M $0.14 %0.85 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 256,10217.8M $0.14 %0.76 %as of Mar 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 251,02019.1M $0.49 %0.74 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 246,05018.8M $0.12 %0.73 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 216,13616.5M $0.12 %0.64 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 213,88714.8M $0.15 %0.63 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 191,26013.3M $1.03 %0.57 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 172,33513.1M $0.48 %0.51 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 168,77912.9M $0.17 %0.50 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 165,68611.2M $0.03 %0.49 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 158,58110.7M $0.07 %0.47 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 154,47410.4M $0.05 %0.46 %as of Feb 28, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 150,00010.4M $1.07 %0.44 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 147,48110.2M $0.14 %0.44 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 146,57011.2M $0.06 %0.43 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 131,2549.1M $0.14 %0.39 %as of Mar 31, 2026 ↗
Emerald Growth Fund FINANCIAL INVESTORS TRUST 129,0649.8M $0.70 %0.38 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 127,9329.8M $0.07 %0.38 %as of Apr 30, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 121,1218.4M $0.73 %0.36 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 116,8318.9M $0.12 %0.35 %as of Apr 30, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 115,1978.8M $0.89 %0.34 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 108,9787.3M $0.14 %0.32 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 98,7226.7M $0.07 %0.29 %as of Feb 28, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 88,2406.7M $1.03 %0.26 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 85,5995.9M $0.34 %0.25 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 84,4436.4M $0.27 %0.25 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 84,4365.9M $0.14 %0.25 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 83,7736.4M $0.01 %0.25 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 83,4225.6M $0.12 %0.25 %as of Feb 27, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 82,2245.7M $0.14 %0.24 %as of Mar 31, 2026 ↗
Hood River New Opportunities Fund Manager Directed Portfolios 78,5685.5M $0.83 %0.23 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,7975.9M $0.02 %0.23 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 76,1695.8M $0.28 %0.23 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 73,7235.6M $0.30 %0.22 %as of Apr 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 73,2405.1M $0.36 %0.22 %as of Mar 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 71,6985.5M $0.21 %0.21 %as of Apr 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 71,1785.4M $0.13 %0.21 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 70,2815.4M $0.07 %0.21 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 69,7314.7M $0.20 %0.21 %as of Feb 28, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 63,6344.4M $0.39 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 60,6794.1M $0.00 %0.18 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 58,1504M $0.00 %0.17 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 55,9654.3M $0.12 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 54,1583.7M $0.03 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 52,8753.7M $0.08 %0.16 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 51,3603.9M $0.64 %0.15 %as of Apr 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 50,5793.4M $0.13 %0.15 %as of Feb 28, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 49,2303.4M $1.03 %0.15 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 49,2123.4M $0.14 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,1903.8M $0.01 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 47,7663.2M $0.00 %0.14 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 46,9353.6M $0.12 %0.14 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 46,2003.2M $0.28 %0.14 %as of Mar 31, 2026 ↗
Muirfield Fund Meeder Funds 44,5873.1M $0.28 %0.13 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 44,0633.4M $0.68 %0.13 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 43,5012.9M $0.17 %0.13 %as of Feb 28, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 43,4283M $0.94 %0.13 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 41,4462.9M $0.20 %0.12 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 41,2493.1M $0.44 %0.12 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 41,0102.8M $0.19 %0.12 %as of Feb 28, 2026 ↗
Small Cap Value Fund Northern Funds 39,2912.7M $0.44 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 39,2022.7M $0.00 %0.12 %as of Mar 31, 2026 ↗
Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST 38,8412.7M $1.33 %0.11 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 38,6452.7M $0.14 %0.11 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 38,2802.9M $0.08 %0.11 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 37,7532.9M $0.07 %0.11 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 36,4142.5M $0.14 %0.11 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 35,6492.4M $0.14 %0.11 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 35,5282.7M $0.11 %0.11 %as of Apr 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 35,0002.7M $3.69 %0.10 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 33,6412.3M $0.10 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 33,4762.3M $0.07 %0.10 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 33,2422.5M $0.00 %0.10 %as of Apr 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 33,0002.5M $3.10 %0.10 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 30,0072.3M $0.19 %0.09 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 29,9422.3M $0.02 %0.09 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 29,1722M $0.10 %0.09 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 29,0092M $0.22 %0.09 %as of Mar 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 28,2542.2M $4.88 %0.08 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 27,4461.9M $0.14 %0.08 %as of Mar 31, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 25,9071.8M $0.31 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 24,9931.9M $0.14 %0.07 %as of Apr 30, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 24,1601.7M $1.46 %0.07 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 23,6531.8M $0.08 %0.07 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 22,6871.6M $0.14 %0.07 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 22,5021.5M $0.09 %0.07 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,6771.5M $0.13 %0.06 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 21,2241.5M $0.14 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,1801.5M $0.08 %0.06 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 4.88 %as of Apr 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.69 %as of Apr 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 3.10 %as of Apr 30, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 2.23 %as of Mar 31, 2026 ↗
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 2.15 %as of Mar 31, 2026 ↗
LS OPPORTUNITY FUND Valued Advisers Trust 1.50 %as of Feb 28, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 1.46 %as of Mar 31, 2026 ↗
Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST 1.33 %as of Mar 31, 2026 ↗
Hood River Small-Cap Growth Fund Manager Directed Portfolios 1.29 %as of Mar 31, 2026 ↗
CapForce IBD Breakout Opportunities ETF Capital Force ETF Trust 1.24 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2336+1416,185,660+2.9 %
2026Q1322+3015,725,990+6.8 %
2025Q4292+1014,726,954+6.1 %
2025Q3282+713,877,711-0.1 %
2025Q2275+913,895,513-1.3 %
2025Q1266-2414,071,851-3.0 %
2024Q4290-1814,502,360+1.1 %
2024Q3308-1314,351,131+0.1 %
2024Q2321+1814,332,412+2.4 %
2024Q1303+1414,001,646+2.6 %
2023Q428913,642,271

Institutional managers

272 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,991,930346.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,889,544270M $as of Mar 31, 2026
STATE STREET CORP1,990,570138.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,942,989134.9M $as of Mar 31, 2026
Hood River Capital Management LLC1,731,310120.2M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,105,54876.7M $as of Mar 31, 2026
UBS Group AG1,028,91371.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC882,32061.3M $as of Mar 31, 2026
Assenagon Asset Management S.A.778,78954.1M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/737,88451.2K $as of Mar 31, 2026
Driehaus Capital Management LLC623,51443.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC537,29337.3M $as of Mar 31, 2026
Nuveen, LLC486,93333.8M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC461,95632.8M $as of Mar 31, 2026
NORTHERN TRUST CORP414,64828.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC414,33028.8M $as of Mar 31, 2026
MORGAN STANLEY410,28228.5M $as of Mar 31, 2026
Invesco Ltd.343,34223.8M $as of Mar 31, 2026
EMERALD ADVISERS, LLC343,20923.8M $as of Mar 31, 2026
Tidal Investments LLC303,64221.1M $as of Mar 31, 2026
Aristotle Capital Boston, LLC284,40719.7M $as of Mar 31, 2026
Tieton Capital Management, LLC261,74318.2K $as of Mar 31, 2026
SEI INVESTMENTS CO254,97117.7M $as of Mar 31, 2026
EMERALD MUTUAL FUND ADVISERS TRUST242,31316.8M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC240,33316.7M $as of Mar 31, 2026

Declared shareholders of Customers Bancorp Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Bay Pond Partners, L.P. 5.00 %1,704,839as of May 11, 2026 · SCHEDULE 13G

Funds holding the debt of Customers Bancorp Inc

1 fund declares one bond line of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Thompson Bond Fund16.1M $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of Customers Bancorp Inc". https://titelia.com/en/stocks/customers-bancorp-inc-US23204G1004