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
YORKTOWN GROWTH FUND American Pension Investors Trust 4,850381.6K $0.31 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,842383K $0.08 %0.01 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 4,771377.4K $0.47 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,770358.4K $0.03 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,763376.8K $0.08 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,740372.9K $0.09 %0.01 %as of Jul 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 4,541359.2K $0.29 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,527358.1K $0.08 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,333340.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,280338.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,209332.9K $0.08 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,974314.3K $0.10 %0.01 %as of Jun 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,931310.9K $0.17 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,713293.7K $0.08 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,695292.3K $0.07 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,617284.6K $0.04 %0.01 %as of Jul 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,603285K $0.13 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,564280.4K $0.08 %0.01 %as of Jul 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,500263K $0.11 %0.01 %as of May 31, 2026 ↗
Small Cap Core Fund Northern Funds 3,415270.1K $0.07 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,322261.4K $0.05 %0.01 %as of Jul 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 3,103245.4K $0.11 %0.01 %as of Jun 30, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 3,075243.2K $0.18 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 3,061242.1K $0.15 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,981235.8K $0.12 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,834224.2K $0.07 %0.01 %as of Jun 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 2,782209K $0.46 %0.01 %as of May 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,761217.2K $0.08 %0.01 %as of Jul 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 2,735205.5K $0.04 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,683201.6K $0.00 %0.01 %as of May 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,666209.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,638208.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Conservative Allocation Fund Meeder Funds 2,627207.8K $0.12 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,585204.5K $0.14 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,575203.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,566192.8K $0.14 %0.01 %as of May 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 2,500197.8K $0.06 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,497197.5K $0.08 %0.01 %as of Jun 30, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 2,474185.9K $0.36 %0.01 %as of May 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,462194.7K $0.12 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,363177.6K $0.01 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,329184.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,329175K $0.03 %0.01 %as of May 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 2,265179.2K $0.20 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,237176.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 2,225167.2K $0.26 %0.01 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,135168.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,092165.5K $0.11 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,078164.4K $0.08 %0.01 %as of Jun 30, 2026 ↗
SMART Mid Cap ETF Tidal Trust I 2,071163.8K $4.68 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,977156.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,947146.3K $0.02 %0.01 %as of May 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,913143.7K $0.59 %0.01 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,909150.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,668131.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,538121K $0.07 %0.00 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,507113.2K $0.06 %0.00 %as of May 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,478116.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,459114.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,423106.9K $0.10 %0.00 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,410110.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,312103.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,289102K $0.01 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,283101.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,20890.8K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,19689.9K $0.03 %0.00 %as of May 31, 2026 ↗
Global Allocation Fund Meeder Funds 1,18593.7K $0.22 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,18192.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,17888.5K $0.04 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,16592.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,14089.7K $0.10 %0.00 %as of Jul 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,11783.9K $0.03 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,09586.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,07180.5K $0.02 %0.00 %as of May 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 1,03181.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,01376.1K $0.01 %0.00 %as of May 31, 2026 ↗
HUSSMAN STRATEGIC ALLOCATION FUND Hussman Investment Trust 1,00079.1K $0.33 %0.00 %as of Jun 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 97673.3K $0.15 %0.00 %as of May 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 95875.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 93073.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 92769.7K $0.01 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 92373K $0.01 %0.00 %as of Jun 30, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 91572K $0.71 %0.00 %as of Jul 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 88069.6K $0.08 %0.00 %as of Jun 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 85067.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 78862.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 77661.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 77157.9K $0.01 %0.00 %as of May 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 70355.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 70255.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 70152.7K $0.02 %0.00 %as of May 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 66950.3K $0.01 %0.00 %as of May 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 64050.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 62048.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 56844.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 55343.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP BANKS ProFunds 53342.2K $0.95 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 50940.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 50039.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 48638.4K $0.00 %0.00 %as of Jun 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
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