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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 438 | 34.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 402 | 31.6K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 386 | 30.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 380 | 28.6K $ | 0.11 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 366 | 29K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 361 | 28.6K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 337 | 26.7K $ | 0.14 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 332 | 26.1K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 300 | 23.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 300 | 23.6K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 292 | 23.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 200 | 15.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 184 | 14.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 177 | 13.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 171 | 13.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 168 | 13.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 149 | 11.7K $ | 0.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 132 | 10.4K $ | 0.13 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 128 | 10.1K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 128 | 10.1K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 121 | 9.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 84 | 6.6K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 80 | 6.3K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 77 | 6.1K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 61 | 4.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 58 | 4.6K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 46 | 3.6K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 30 | 2.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 26 | 2K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 21 | 1.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 10 | 751.4 $ | 0.06 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 9 | 711.9 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 8 | 629.4 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 333 | -3 | 16,550,290 | +2.3 % |
| 2026Q2 | 336 | +14 | 16,185,660 | +2.9 % |
| 2026Q1 | 322 | +30 | 15,725,990 | +6.8 % |
| 2025Q4 | 292 | +10 | 14,726,954 | +6.1 % |
| 2025Q3 | 282 | +7 | 13,877,711 | -0.1 % |
| 2025Q2 | 275 | +9 | 13,895,513 | -1.3 % |
| 2025Q1 | 266 | -24 | 14,071,851 | -3.0 % |
| 2024Q4 | 290 | -18 | 14,502,360 | +1.1 % |
| 2024Q3 | 308 | -13 | 14,351,131 | +0.1 % |
| 2024Q2 | 321 | +18 | 14,332,412 | +2.4 % |
| 2024Q1 | 303 | +14 | 14,001,646 | +2.6 % |
| 2023Q4 | 289 | 13,642,271 |
Institutional managers
272 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,991,930 | 346.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 3,889,544 | 270M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,990,570 | 138.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,942,989 | 134.9M $ | as of Mar 31, 2026 |
| Hood River Capital Management LLC | 1,731,310 | 120.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,105,548 | 76.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,028,913 | 71.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 882,320 | 61.3M $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 778,789 | 54.1M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 737,884 | 51.2K $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 623,514 | 43.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 537,293 | 37.3M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 486,933 | 33.8M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 461,956 | 32.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 414,648 | 28.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 414,330 | 28.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 410,282 | 28.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 343,342 | 23.8M $ | as of Mar 31, 2026 |
| EMERALD ADVISERS, LLC | 343,209 | 23.8M $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 303,642 | 21.1M $ | as of Mar 31, 2026 |
| Aristotle Capital Boston, LLC | 284,407 | 19.7M $ | as of Mar 31, 2026 |
| Tieton Capital Management, LLC | 261,743 | 18.2K $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 254,971 | 17.7M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 242,313 | 16.8M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 240,333 | 16.7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wellington Management Group LLP and 3 others | 11.90 % | 4,035,500 | as 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.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Thompson Bond Fund | 1 | 6M $ | as of May 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Customers Bancorp Inc". https://titelia.com/en/stocks/customers-bancorp-inc-US23204G1004