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
YORKTOWN GROWTH FUND American Pension Investors Trust 4,850369.9K $0.31 %0.01 %as of Apr 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 4,771331.2K $0.48 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,770363.8K $0.09 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,770321.7K $0.03 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,663314.5K $0.14 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,468310.1K $0.07 %0.01 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,400296.7K $0.12 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,333330.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,314299.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,280297.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 4,183290.3K $0.11 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,946273.9K $0.08 %0.01 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,931272.9K $0.16 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,853267.4K $0.08 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,713257.7K $0.08 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,639252.6K $0.14 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,630276.9K $0.04 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 3,512243.8K $0.07 %0.01 %as of Mar 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 3,415260.5K $0.21 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,345255.1K $0.07 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,329231.1K $0.07 %0.01 %as of Mar 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 3,103215.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 3,000208.2K $0.20 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,981206.9K $0.11 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII 2,913196.5K $0.43 %0.01 %as of Feb 28, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 2,856192.6K $0.44 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,790193.7K $0.16 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 2,735184.4K $0.04 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,638183.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,632200.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
Conservative Allocation Fund Meeder Funds 2,627182.3K $0.11 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,599180.4K $0.07 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,595197.9K $0.08 %0.01 %as of Apr 30, 2026 ↗
CapForce IBD Breakout Opportunities ETF Capital Force ETF Trust 2,576196.5K $1.24 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,566173.1K $0.14 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,530175.6K $0.14 %0.01 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 2,500173.5K $0.06 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,439169.3K $0.08 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,439164.5K $0.00 %0.01 %as of Feb 28, 2026 ↗
Global Small Cap Fund American Century World Mutual Funds, Inc. 2,395161.5K $0.22 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,329161.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,292159.1K $0.12 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,291154.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 2,265157.2K $0.21 %0.01 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 2,261156.9K $0.12 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,237170.6K $0.04 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,211153.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,200152.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,089145K $0.03 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,980133.5K $0.05 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,977137.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,972133K $0.04 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,969136.7K $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 1,947131.3K $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,931130.2K $0.55 %0.01 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 1,916133K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,668127.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,504104.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,468101.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,459111.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,433109.3K $0.08 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,42396K $0.09 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,410107.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,38893.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,28989.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,27886.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,26187.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,26087.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,18190.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,16580.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,12876.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,05571.1K $0.13 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,03369.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,02077.8K $0.10 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,01570.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 99867.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 95866.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 94972.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Global Allocation Fund Meeder Funds 93965.2K $0.17 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 93070.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 88061.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 87066.4K $0.84 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 86958.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 85059K $0.01 %0.00 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 80254.1K $0.10 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 77152K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 76052.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 75652.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 74656.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 74651.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 72750.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 70253.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 66945.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 64044.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 62047.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 60241.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BANKS ProFunds 57940.2K $1.00 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 56839.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 55338.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 54536.8K $0.52 %0.00 %as of Feb 28, 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