Titelia

Funds holding Finwise Bancorp

ISIN US31813A1097 · United States

Fund holders
101
Of which ETFs
17 84 other funds
Value held
23.1M $
Share of capital
11.6 % of 13.9M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 283,0384.1M $1.06 %2.04 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 282,4824.1M $0.00 %2.03 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 220,5073.2M $0.00 %1.59 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 101,6091.4M $0.00 %0.73 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 97,3241.4M $0.00 %0.70 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 62,738909.7K $0.01 %0.45 %as of Jun 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 54,364748K $1.54 %0.39 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 47,495683K $0.00 %0.34 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 36,660527.2K $0.00 %0.26 %as of May 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 33,272482.4K $0.00 %0.24 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 32,740474.7K $0.03 %0.24 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 30,700445.2K $0.03 %0.22 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 23,366321.5K $0.00 %0.17 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 19,800287.1K $0.19 %0.14 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 17,276237.7K $0.00 %0.12 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 15,888228.5K $0.00 %0.11 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 15,701227.7K $0.00 %0.11 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 14,211195.5K $0.00 %0.10 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,049193.3K $0.00 %0.10 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 13,214190K $0.00 %0.10 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,665160.5K $0.00 %0.08 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,312155.7K $0.00 %0.08 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 11,146160.3K $0.02 %0.08 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,661140.1K $0.00 %0.07 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 8,791127.5K $0.00 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 8,346120K $0.00 %0.06 %as of May 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,726106.3K $0.00 %0.06 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,717106.2K $0.00 %0.06 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,100103K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 5,99286.9K $0.00 %0.04 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 5,93481.7K $0.00 %0.04 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 5,82384.4K $0.01 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,77883.8K $0.00 %0.04 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,26975.8K $0.00 %0.04 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 4,62963.7K $0.00 %0.03 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 4,56262.8K $0.00 %0.03 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,38460.3K $0.00 %0.03 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 4,20461K $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 4,15860.3K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 3,68553K $0.00 %0.03 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,30047.9K $0.00 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,76439.7K $0.00 %0.02 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,47035.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 2,39332.9K $0.00 %0.02 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,22132.2K $0.00 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,16431.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,10930.3K $0.01 %0.02 %as of May 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,09030.1K $0.02 %0.02 %as of May 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 2,08930.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,99028.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,72124.7K $0.01 %0.01 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 1,58423K $0.00 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 1,46021.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 1,43820.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,43419.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,42619.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,42119.6K $0.00 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,39520.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,25118.1K $0.00 %0.01 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 1,24018K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,16416K $0.00 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,12915.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,09215.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,08514.9K $0.00 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,03014.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 92513.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 92013.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 87812.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 83112K $0.00 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 79311.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 77710.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 76610.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 75110.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 71410.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 69710K $0.00 %0.01 %as of May 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 5528K $0.00 %0.00 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4817K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 4386.3K $0.00 %0.00 %as of May 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 4205.8K $0.00 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4005.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3455K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3434.9K $0.00 %0.00 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 3354.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3264.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 3044.4K $0.00 %0.00 %as of May 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 3004.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1532.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1472.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 1241.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 841.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 53729.3 $0.00 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 52754 $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 40580 $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 26377 $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 24348 $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 14203 $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 9129.4 $0.00 %0.00 %as of May 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 8110.1 $0.00 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 8110.1 $0.00 %as of Jul 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 343.5 $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
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 1.54 %as of Jul 31, 2026 ↗
Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST 1.06 %as of Jun 30, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.19 %as of Jun 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 0.03 %as of Jun 30, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.03 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.02 %as of May 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.02 %as of May 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.01 %as of Jun 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.01 %as of May 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 0.01 %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.

QuarterHoldersChangeSharesChange
2026Q3101+11,610,819+1.1 %
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 table shows the 25 largest.

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