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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 28.8 $ | 0.00 % | 0.00 % | as of May 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 | |
|---|---|---|
| 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.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 101 | +1 | 1,610,819 | +1.1 % |
| 2026Q2 | 100 | +3 | 1,592,642 | -3.2 % |
| 2026Q1 | 97 | +3 | 1,646,121 | +2.7 % |
| 2025Q4 | 94 | +16 | 1,602,994 | +4.8 % |
| 2025Q3 | 78 | +44 | 1,529,151 | +32.4 % |
| 2025Q2 | 34 | 0 | 1,155,050 | +3.2 % |
| 2025Q1 | 34 | +3 | 1,119,643 | +18.8 % |
| 2024Q4 | 31 | +3 | 942,129 | +29.1 % |
| 2024Q3 | 28 | +1 | 729,980 | +5.1 % |
| 2024Q2 | 27 | +6 | 694,394 | -5.9 % |
| 2024Q1 | 21 | +2 | 737,817 | -16.2 % |
| 2023Q4 | 19 | 880,680 |
Institutional managers
53 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
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