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
LS OPPORTUNITY FUND Valued Advisers Trust 21,0711.4M $1.50 %0.06 %as of Feb 28, 2026
iShares Russell 2000 Growth ETF iShares Trust 20,7441.4M $0.01 %0.06 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 20,0001.4M $0.12 %0.06 %as of Mar 31, 2026
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 19,8101.3M $0.15 %0.06 %as of Feb 28, 2026
Spectrum Fund Meeder Funds 19,2271.3M $0.55 %0.06 %as of Mar 31, 2026
Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II 19,0111.3M $0.33 %0.06 %as of Feb 28, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 18,7291.3M $0.00 %0.06 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,6771.4M $0.00 %0.06 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 18,4461.4M $0.03 %0.05 %as of Apr 30, 2026
Balanced Fund Meeder Funds 18,0711.3M $0.28 %0.05 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,0531.3M $0.14 %0.05 %as of Mar 31, 2026
SMALL CAP EQUITY FUND GuideStone Funds 17,7351.2M $0.15 %0.05 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 17,3791.2M $0.13 %0.05 %as of Feb 28, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 17,2351.3M $0.00 %0.05 %as of Apr 30, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 16,9621.2M $0.33 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 16,9461.2M $0.00 %0.05 %as of Mar 31, 2026
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 16,8581.2M $2.15 %0.05 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 16,6301.2M $0.07 %0.05 %as of Mar 31, 2026
Dynamic Allocation Fund Meeder Funds 16,5031.1M $0.23 %0.05 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 16,2901.1M $0.01 %0.05 %as of Feb 28, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 15,8931.1M $0.14 %0.05 %as of Feb 28, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 15,8461.2M $0.14 %0.05 %as of Apr 30, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 15,7631.1M $0.05 %0.05 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 15,3521.1M $0.71 %0.05 %as of Mar 31, 2026
SGI Small Cap Core Fund RBB Fund, Inc. 15,3351M $0.85 %0.05 %as of Feb 28, 2026
Small Cap Index Fund Northern Funds 14,6521M $0.07 %0.04 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 14,505978.2K $0.00 %0.04 %as of Feb 28, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 14,4901M $0.01 %0.04 %as of Mar 31, 2026
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 14,229987.6K $0.01 %0.04 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 14,210986.3K $0.16 %0.04 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 13,911965.6K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 13,8321.1M $0.07 %0.04 %as of Apr 30, 2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 13,740953.7K $0.98 %0.04 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,5641M $0.12 %0.04 %as of Apr 30, 2026
Small Cap Value Fund VALIC Co I 13,553914K $0.36 %0.04 %as of Feb 28, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 13,377902.1K $0.12 %0.04 %as of Feb 28, 2026
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 13,368927.9K $0.21 %0.04 %as of Mar 31, 2026
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 13,361927.4K $0.90 %0.04 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 13,151912.8K $0.01 %0.04 %as of Mar 31, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 12,690880.8K $0.23 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 12,608850.3K $0.07 %0.04 %as of Feb 28, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,505843.3K $0.09 %0.04 %as of Feb 28, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 12,467865.3K $0.13 %0.04 %as of Mar 31, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 12,412861.5K $0.28 %0.04 %as of Mar 31, 2026
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 12,365833.9K $0.06 %0.04 %as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,252934.5K $0.13 %0.04 %as of Apr 30, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 11,939910.6K $0.14 %0.04 %as of Apr 30, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 11,136772.9K $0.14 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 11,114847.7K $0.04 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,102770.6K $0.03 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,958835.8K $0.00 %0.03 %as of Apr 30, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 10,880755.2K $0.14 %0.03 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,800749.6K $0.04 %0.03 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 10,795749.3K $0.02 %0.03 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 10,420723.3K $0.02 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,411722.6K $0.08 %0.03 %as of Mar 31, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 10,191777.3K $0.01 %0.03 %as of Apr 30, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,143773.6K $0.01 %0.03 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 9,511725.4K $0.01 %0.03 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,458656.5K $0.07 %0.03 %as of Mar 31, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,265706.6K $0.39 %0.03 %as of Apr 30, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 9,255642.4K $0.09 %0.03 %as of Mar 31, 2026
iShares US Small Cap Value Factor ETF iShares Trust 9,147634.9K $0.38 %0.03 %as of Mar 31, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 9,088693.1K $0.03 %0.03 %as of Apr 30, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 8,963622.1K $0.21 %0.03 %as of Mar 31, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 8,671601.9K $0.02 %0.03 %as of Mar 31, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 8,534592.3K $0.14 %0.03 %as of Mar 31, 2026
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 8,444586.1K $0.31 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,232571.4K $0.07 %0.02 %as of Mar 31, 2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 7,900548.3K $0.00 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 7,608528.1K $0.00 %0.02 %as of Mar 31, 2026
Zacks Small/Mid Cap ETF Zacks Trust 7,501505.9K $0.25 %0.02 %as of Feb 28, 2026
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 7,420515K $0.43 %0.02 %as of Mar 31, 2026
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 7,371511.6K $0.02 %0.02 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 7,361496.4K $0.32 %0.02 %as of Feb 28, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,186548.1K $0.09 %0.02 %as of Apr 30, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 7,154496.6K $0.36 %0.02 %as of Mar 31, 2026
Optimize Strategy Index ETF Advisor Managed Portfolios 7,063490.2K $0.24 %0.02 %as of Mar 31, 2026
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 6,942529.5K $0.01 %0.02 %as of Apr 30, 2026
AQR Small Cap Multi-Style Fund AQR Funds 6,801472.1K $0.32 %0.02 %as of Mar 31, 2026
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 6,675509.1K $0.01 %0.02 %as of Apr 30, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 6,636506.1K $0.08 %0.02 %as of Apr 30, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 6,616446.2K $0.17 %0.02 %as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,591457.5K $0.00 %0.02 %as of Mar 31, 2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,379442.8K $0.22 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,351440.8K $0.08 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,082422.2K $0.06 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6,073463.2K $0.02 %0.02 %as of Apr 30, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 5,766400.2K $0.07 %0.02 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,639391.4K $0.04 %0.02 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 5,600427.1K $0.34 %0.02 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,468368.8K $0.13 %0.02 %as of Feb 28, 2026
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,314368.8K $0.01 %0.02 %as of Mar 31, 2026
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 5,234363.3K $0.50 %0.02 %as of Mar 31, 2026
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 5,201361K $0.00 %0.02 %as of Mar 31, 2026
Moderate Allocation Fund Meeder Funds 5,145357.1K $0.19 %0.02 %as of Mar 31, 2026
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 5,096353.7K $0.31 %0.02 %as of Mar 31, 2026
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,018348.3K $0.01 %0.01 %as of Mar 31, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,989380.5K $0.02 %0.01 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,960378.3K $0.03 %0.01 %as of Apr 30, 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
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