Funds holding Finwise Bancorp
100 funds declare a position · 17 ETFs and 83 other funds · 25.3M $ · US31813A1097
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST | 338,459 | 5.4M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 281,401 | 4.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 199,163 | 3.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 97,682 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 86,191 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 54,364 | 845.4K $ | 1.91 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 45,924 | 773.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 45,916 | 773.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 44,454 | 705K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 30,700 | 486.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 30,523 | 484.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 23,575 | 373.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 19,800 | 314K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 20,087 | 312.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 17,276 | 268.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 15,888 | 267.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 15,701 | 249K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 12,540 | 211.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 10,996 | 185.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 11,793 | 183.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,665 | 181.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,312 | 175.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,382 | 161.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 8,346 | 140.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 8,791 | 139.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 8,152 | 129.3K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,726 | 120.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,717 | 120K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,100 | 112.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,992 | 95K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 5,934 | 92.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,778 | 91.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,113 | 86.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 5,096 | 80.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,563 | 72.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 4,562 | 70.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,384 | 68.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 4,261 | 67.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,123 | 64.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 3,973 | 63K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 3,685 | 62.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,300 | 52.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,650 | 44.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,643 | 44.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 2,393 | 37.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,109 | 35.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,221 | 35.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,089 | 33.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 1,990 | 31.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,785 | 28.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,584 | 25.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,519 | 24.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,434 | 22.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,426 | 22.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,395 | 22.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,421 | 22.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,251 | 19.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,130 | 19K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,164 | 18.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,129 | 17.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,092 | 17.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,050 | 16.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 1,059 | 16.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,030 | 16K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 925 | 14.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 920 | 14.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 878 | 13.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 831 | 13.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 777 | 12.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 766 | 11.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 751 | 11.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 697 | 11.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 579 | 9.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 573 | 9.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 552 | 8.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 481 | 7.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 405 | 6.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 413 | 6.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 420 | 6.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 344 | 5.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 335 | 5.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 326 | 5.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 304 | 5.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 4.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 294 | 4.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 210 | 3.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 147 | 2.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 129 | 2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 105 | 1.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 51 | 793.1 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 46 | 729.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 31 | 491.7 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 24 | 380.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 21 | 333.1 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 17 | 264.4 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 13 | 206.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 10 | 168.4 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 8 | 124.4 $ | as of Apr 30, 2026 · Original filing | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 5 | 84.2 $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 31.7 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
53 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 799,876 | 14.3M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 602,116 | 9.5M $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 469,048 | 7.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 456,238 | 7.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 199,970 | 3.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 113,484 | 1.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 87,808 | 1.4M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 83,889 | 1.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 67,878 | 1.1M $ | as of Mar 31, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 54,364 | 862.2K $ | as of Mar 31, 2026 |
| SMITH, MOORE & CO. | 38,000 | 602.7K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 37,243 | 590.7K $ | as of Mar 31, 2026 |
| Militia Capital Management LLC | 31,419 | 498.3K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 28,026 | 444.5K $ | as of Mar 31, 2026 |
| Tempus Wealth Planning, LLC | 28,022 | 444.4K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24,649 | 390.9K $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 23,799 | 377.5K $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 23,537 | 373.3K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 19,273 | 305.7K $ | as of Mar 31, 2026 |
| NORDEN GROUP LLC | 16,921 | 268.4K $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 16,129 | 255.8K $ | as of Mar 31, 2026 |
| LPL Financial LLC | 15,115 | 239.7K $ | as of Mar 31, 2026 |
| GLOBEFLEX CAPITAL L P | 13,337 | 211.5K $ | as of Mar 31, 2026 |
| Arcus Capital Partners, LLC | 13,074 | 207.4K $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 11,831 | 187.6K $ | as of Mar 31, 2026 |