Titelia

Fund shareholders of Customers Bancorp Inc

ISIN US23204G1004 · United States · LEI 549300WLBCHYKZ53FN68

Fund shareholders
333
Of which ETFs
82 251 other funds
Value held
1.3B $
Share of capital
49.0 % of 33.8M shares on Aug 4, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,891,320149.6M $0.13 %5.60 %as of Jun 30, 2026 ↗
Hood River Small-Cap Growth Fund Manager Directed Portfolios 1,031,01081.6M $1.23 %3.05 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 967,09176.5M $0.00 %2.86 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 927,91669.7M $0.26 %2.75 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 793,22862.7M $0.08 %2.35 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 542,53442.9M $0.91 %1.61 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 402,23931.6M $0.16 %1.19 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 360,79228.5M $0.03 %1.07 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 340,36126.8M $0.08 %1.01 %as of Jul 31, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 295,78423.4M $2.01 %0.88 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 289,39222.9M $0.14 %0.86 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 269,55521.3M $0.15 %0.80 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 253,08919.9M $0.12 %0.75 %as of Jul 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 246,15019.4M $0.48 %0.73 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 223,71017.6M $0.12 %0.66 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 216,33717M $0.56 %0.64 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 213,88716.9M $0.15 %0.63 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 183,29414.4M $0.18 %0.54 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 181,83914.4M $0.97 %0.54 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 164,76912.4M $0.03 %0.49 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 164,43612.4M $0.07 %0.49 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 153,54811.5M $0.05 %0.45 %as of May 31, 2026 ↗
Heartland Value Fund HEARTLAND GROUP INC. 150,00011.9M $1.01 %0.44 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 146,57011.5M $0.06 %0.43 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 138,42710.9M $0.13 %0.41 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 137,98410.9M $0.14 %0.41 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 137,10010.8M $0.11 %0.41 %as of Jun 30, 2026 ↗
Driehaus Small Cap Growth Fund Driehaus Mutual Funds 134,26210.6M $0.66 %0.40 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 131,22910.3M $0.07 %0.39 %as of Jul 31, 2026 ↗
Emerald Growth Fund RBB Fund, Inc. 129,06410.2M $0.69 %0.38 %as of Jul 31, 2026 ↗
Hood River New Opportunities Fund Manager Directed Portfolios 127,85210.1M $0.80 %0.38 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 126,49510M $0.44 %0.37 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 117,6429.3M $0.12 %0.35 %as of Jul 31, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 115,8699.1M $0.87 %0.34 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 110,1928.3M $0.14 %0.33 %as of May 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 97,6727.7M $1.15 %0.29 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 94,6827.5M $0.32 %0.28 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 88,9456.7M $0.08 %0.26 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 87,2666.9M $0.13 %0.26 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 85,0406.7M $0.01 %0.25 %as of Jul 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 84,4516.6M $0.27 %0.25 %as of Jul 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 84,3006.7M $0.50 %0.25 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 83,7166.6M $0.38 %0.25 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 82,7256.5M $0.14 %0.24 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 79,9526M $0.11 %0.24 %as of May 29, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 78,1436.2M $0.44 %0.23 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,7976.1M $0.02 %0.23 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 76,1696M $0.29 %0.23 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 75,8276M $0.08 %0.22 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 71,2805.4M $0.19 %0.21 %as of May 31, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 70,5725.6M $0.13 %0.21 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 67,0565.3M $0.00 %0.20 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 66,4665.2M $0.80 %0.20 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 65,7225.2M $0.77 %0.19 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 61,1854.8M $0.12 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 60,6794.6M $0.00 %0.18 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 56,9144.5M $0.08 %0.17 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 56,1264.2M $0.24 %0.17 %as of May 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 54,9984.3M $0.16 %0.16 %as of Jul 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 52,4733.9M $0.03 %0.16 %as of May 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 52,0424.1M $0.02 %0.15 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 51,0694M $0.21 %0.15 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,1903.9M $0.01 %0.15 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 49,0873.9M $0.13 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 48,2193.6M $0.00 %0.14 %as of May 31, 2026 ↗
Muirfield Fund Meeder Funds 48,0583.8M $0.30 %0.14 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 47,4663.6M $0.14 %0.14 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 44,6103.5M $0.13 %0.13 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 44,1133.5M $0.25 %0.13 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 43,5443.4M $0.26 %0.13 %as of Jun 30, 2026 ↗
Royce Micro-Cap Fund ROYCE FUND 43,4283.4M $0.80 %0.13 %as of Jun 30, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 41,4303.3M $0.80 %0.12 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 41,2803.2M $0.08 %0.12 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 40,3663.2M $0.15 %0.12 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 39,2913.1M $0.45 %0.12 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 39,2503.1M $0.00 %0.12 %as of Jun 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 39,0003.1M $3.99 %0.12 %as of Jul 31, 2026 ↗
Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST 38,5673.1M $1.13 %0.11 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 37,1952.9M $0.14 %0.11 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 36,6712.9M $0.12 %0.11 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 36,2952.9M $0.08 %0.11 %as of Jul 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 35,6232.7M $0.14 %0.11 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 35,5942.7M $0.14 %0.11 %as of May 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 35,0572.8M $0.10 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 33,9102.7M $0.07 %0.10 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 33,2422.6M $0.00 %0.10 %as of Jul 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 33,0002.6M $3.27 %0.10 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 32,8622.6M $0.10 %0.10 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 32,7222.6M $0.60 %0.10 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 30,8372.4M $0.02 %0.09 %as of Jul 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 27,1932.1M $4.40 %0.08 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 27,0552.1M $0.19 %0.08 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 26,8962.1M $0.13 %0.08 %as of Jun 30, 2026 ↗
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 26,1652.1M $1.76 %0.08 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,7372M $0.19 %0.07 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 24,5971.8M $0.10 %0.07 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 24,3131.9M $0.08 %0.07 %as of Jul 31, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 23,8951.9M $1.48 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 23,3301.8M $0.14 %0.07 %as of May 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 23,1771.8M $0.14 %0.07 %as of Jul 31, 2026 ↗

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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
SMART Mid Cap ETF Tidal Trust I 4.68 %as of Jun 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 4.40 %as of Jul 31, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.99 %as of Jul 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 3.27 %as of Jul 31, 2026 ↗
Amplify Blockchain Technology ETF Amplify ETF Trust 2.01 %as of Jun 30, 2026 ↗
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 1.76 %as of Jun 30, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 1.48 %as of Jun 30, 2026 ↗
Hood River Small-Cap Growth Fund Manager Directed Portfolios 1.23 %as of Jun 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 1.15 %as of Jul 31, 2026 ↗
Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST 1.13 %as of Jun 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
2026Q3333-316,550,290+2.3 %
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
Wellington Management Group LLP and 3 others11.90 %4,035,500as of Jun 30, 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 Fund16M $as of May 31, 2026
Cite this page

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