Titelia

Funds holding Finwise Bancorp

ISIN US31813A1097 · United States

Fund holders
100
Of which ETFs
17 83 other funds
Value held
25.3M $
Share of capital
11.5 % of 13.9M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 338,4595.4M $1.68 %2.44 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 281,4014.5M $0.00 %2.03 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 199,1633.2M $0.00 %1.43 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 97,6821.5M $0.00 %0.70 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 86,1911.3M $0.00 %0.62 %as of Apr 30, 2026
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 54,364845.4K $1.91 %0.39 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 45,924773.4K $0.01 %0.33 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 45,916773.2K $0.00 %0.33 %as of Feb 28, 2026
iShares Russell 2000 Growth ETF iShares Trust 44,454705K $0.01 %0.32 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 30,700486.9K $0.04 %0.22 %as of Mar 31, 2026
iShares Russell 2000 Value ETF iShares Trust 30,523484.1K $0.00 %0.22 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 23,575373.9K $0.03 %0.17 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 20,087312.4K $0.00 %0.14 %as of Apr 30, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 19,800314K $0.26 %0.14 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 17,276268.6K $0.00 %0.12 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 15,888267.6K $0.00 %0.11 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 15,701249K $0.01 %0.11 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 12,540211.2K $0.00 %0.09 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 11,793183.4K $0.00 %0.08 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,665181.4K $0.00 %0.08 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,312175.9K $0.00 %0.08 %as of Apr 30, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 10,996185.2K $0.02 %0.08 %as of Feb 28, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,382161.4K $0.00 %0.07 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 8,791139.4K $0.00 %0.06 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 8,346140.5K $0.00 %0.06 %as of Feb 28, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 8,152129.3K $0.15 %0.06 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,726120.1K $0.00 %0.06 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,717120K $0.00 %0.06 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,100112.6K $0.01 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,99295K $0.00 %0.04 %as of Mar 31, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 5,93492.3K $0.00 %0.04 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,77891.6K $0.00 %0.04 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,11386.1K $0.01 %0.04 %as of Feb 28, 2026
Small Cap Index Fund Northern Funds 5,09680.8K $0.01 %0.04 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,56372.4K $0.00 %0.03 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,56270.9K $0.00 %0.03 %as of Apr 30, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,38468.2K $0.00 %0.03 %as of Apr 30, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 4,26167.6K $0.01 %0.03 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 4,12364.1K $0.00 %0.03 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 3,97363K $0.00 %0.03 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 3,68562.1K $0.01 %0.03 %as of Feb 28, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,30052.3K $0.00 %0.02 %as of Mar 31, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,65044.6K $0.02 %0.02 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,64344.5K $0.00 %0.02 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 2,39337.2K $0.00 %0.02 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,22135.2K $0.00 %0.02 %as of Mar 31, 2026
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,10935.5K $0.01 %0.02 %as of Feb 28, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,08933.1K $0.00 %0.02 %as of Mar 31, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,99031.6K $0.01 %0.01 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,78528.3K $0.02 %0.01 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,58425.1K $0.00 %0.01 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,51924.1K $0.00 %0.01 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,43422.3K $0.00 %0.01 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,42622.2K $0.00 %0.01 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,42122.1K $0.00 %0.01 %as of Apr 30, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,39522.1K $0.01 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,25119.8K $0.01 %0.01 %as of Mar 31, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,16418.1K $0.00 %0.01 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,13019K $0.01 %0.01 %as of Feb 28, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,12917.6K $0.00 %0.01 %as of Apr 30, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,09217.3K $0.00 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,05916.5K $0.00 %0.01 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 1,05016.7K $0.00 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,03016K $0.00 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 92514.7K $0.01 %0.01 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 92014.6K $0.00 %0.01 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 87813.7K $0.00 %0.01 %as of Apr 30, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 83113.2K $0.00 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 77712.1K $0.00 %0.01 %as of Apr 30, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 76611.9K $0.00 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 75111.9K $0.01 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 69711.7K $0.00 %0.01 %as of Feb 28, 2026
ProShares Ultra Russell2000 ProShares Trust 5799.8K $0.00 %0.00 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 5739.6K $0.00 %0.00 %as of Feb 28, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 5528.8K $0.00 %0.00 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4817.6K $0.00 %0.00 %as of Mar 31, 2026
SmallCap Growth Fund I Principal Funds, Inc 4206.5K $0.00 %0.00 %as of Apr 30, 2026
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 4136.6K $0.01 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 4056.8K $0.00 %0.00 %as of Feb 28, 2026
Small Company Growth Portfolio Wilshire Mutual Funds Inc 3445.5K $0.03 %0.00 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 3355.3K $0.00 %0.00 %as of Mar 31, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3265.2K $0.00 %0.00 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 3045.1K $0.00 %0.00 %as of Feb 28, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 3004.8K $0.01 %0.00 %as of Mar 31, 2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2944.7K $0.00 %0.00 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2103.3K $0.00 %0.00 %as of Mar 31, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1472.3K $0.00 %0.00 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 1292K $0.00 %0.00 %as of Apr 30, 2026
ULTRA SMALL CAP PROFUND ProFunds 1051.6K $0.00 %0.00 %as of Apr 30, 2026
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 51793.1 $0.00 %0.00 %as of Apr 30, 2026
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 46729.6 $0.00 %0.00 %as of Mar 31, 2026
PROFUND VP ULTRA SMALL CAP ProFunds 31491.7 $0.00 %0.00 %as of Mar 31, 2026
PROFUND VP SMALL CAP ProFunds 24380.6 $0.00 %0.00 %as of Mar 31, 2026
Russell 2000 Fund Rydex Series Funds 21333.1 $0.00 %0.00 %as of Mar 31, 2026
SMALL-CAP PROFUND ProFunds 17264.4 $0.00 %0.00 %as of Apr 30, 2026
Russell 2000 1.5x Strategy Fund Rydex Series Funds 13206.2 $0.00 %0.00 %as of Mar 31, 2026
ProShares Hedge Replication ETF ProShares Trust 10168.4 $0.00 %0.00 %as of Feb 28, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 8124.4 $0.00 %as of Apr 30, 2026
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 584.2 $0.01 %0.00 %as of Feb 28, 2026
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 231.7 $0.00 %0.00 %as of Mar 31, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 1.91 %as of Apr 30, 2026
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 1.68 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.26 %as of Mar 31, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.15 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.04 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 0.03 %as of Mar 31, 2026
Small Company Growth Portfolio Wilshire Mutual Funds Inc 0.03 %as of Mar 31, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.02 %as of Feb 28, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.02 %as of Feb 28, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.02 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q2100+31,592,642-3.2 %
2026Q197+31,646,121+2.7 %
2025Q494+161,602,994+4.8 %
2025Q378+441,529,151+32.4 %
2025Q23401,155,050+3.2 %
2025Q134+31,119,643+18.8 %
2024Q431+3942,129+29.1 %
2024Q328+1729,980+5.1 %
2024Q227+6694,394-5.9 %
2024Q121+2737,817-16.2 %
2023Q419880,680

Institutional managers

53 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
ALLIANCEBERNSTEIN L.P.799,87614.3M $as of Mar 31, 2026
WASATCH ADVISORS LP602,1169.5M $as of Mar 31, 2026
US BANCORP \DE\469,0487.4M $as of Mar 31, 2026
BlackRock, Inc.456,2387.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC199,9703.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP113,4841.8M $as of Mar 31, 2026
STATE STREET CORP87,8081.4M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC83,8891.3M $as of Mar 31, 2026
NORTHERN TRUST CORP67,8781.1M $as of Mar 31, 2026
EMERALD MUTUAL FUND ADVISERS TRUST54,364862.2K $as of Mar 31, 2026
SMITH, MOORE & CO.38,000602.7K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC37,243590.7K $as of Mar 31, 2026
Militia Capital Management LLC31,419498.3K $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC28,026444.5K $as of Mar 31, 2026
Tempus Wealth Planning, LLC28,022444.4K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC24,649390.9K $as of Mar 31, 2026
EP Wealth Advisors, LLC23,799377.5K $as of Mar 31, 2026
Empowered Funds, LLC23,537373.3K $as of Mar 31, 2026
Bank of New York Mellon Corp19,273305.7K $as of Mar 31, 2026
NORDEN GROUP LLC16,921268.4K $as of Mar 31, 2026
STEPHENS INC /AR/16,129255.8K $as of Mar 31, 2026
LPL Financial LLC15,115239.7K $as of Mar 31, 2026
GLOBEFLEX CAPITAL L P13,337211.5K $as of Mar 31, 2026
Arcus Capital Partners, LLC13,074207.4K $as of Mar 31, 2026
DEUTSCHE BANK AG\11,831187.6K $as of Mar 31, 2026
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Titelia. "Funds holding Finwise Bancorp". https://titelia.com/en/stocks/finwise-bancorp-US31813A1097