Finwise Bancorp - FINW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | History | Added to | 814,507 | 12,918 | 0.0% | 0.0% | 1 | +14,631 | 1.83% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 520,593 | 7,548 | 0.0% | 0.0% | 2 | +64,355 | 14.11% | Q2 2026 | Aug 07, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 502,201 | 7,281 | 0.05% | 0.06% | 3 | -99,915 | -16.59% | Q2 2026 | Jul 09, 2026 |
| US BANCORP \DE\ | History | No change | 469,048 | 6,801 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 391,576 | 5,677 | 0.0% | 0.0% | 5 | +723 | 0.18% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 228,504 | 3,314 | 0.0% | 0.0% | 6 | +28,534 | 14.27% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 118,796 | 1,722 | 0.0% | 0.0% | 7 | +5,312 | 4.68% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Reduced | 86,864 | 1,259 | 0.0% | 0.0% | 8 | -944 | -1.08% | Q2 2026 | Aug 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 75,737 | 1,098 | 0.02% | 0.03% | 9 | -8,152 | -9.72% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 75,480 | 1,094 | 0.0% | 0.0% | 10 | +7,602 | 11.2% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 65,259 | 946 | 0.0% | 0.0% | 11 | +10,696 | 19.6% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 63,942 | 927 | 0.0% | 0.0% | 12 | +4,842 | 8.19% | Q2 2026 | Aug 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 54,364 | 788 | 0.03% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PMC FIG Opportunities LLC | History | New | 50,000 | 725 | 1.16% | — | 14 | +50,000 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 40,710 | 590 | 0.0% | 0.0% | 15 | +36,593 | 888.83% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 38,000 | 551 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Militia Capital Management LLC | History | Added to | 35,576 | 515 | 0.02% | 0.11% | 17 | +4,157 | 13.23% | Q2 2026 | Aug 12, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 28,022 | 406 | 0.08% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 27,944 | 405 | 0.0% | 0.0% | 19 | +3,295 | 13.37% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 25,800 | 374 | 0.0% | 0.0% | 20 | -2,226 | -7.94% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 25,598 | 371 | 0.0% | 0.0% | 21 | -11,645 | -31.27% | Q2 2026 | Aug 14, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 25,140 | 364 | 0.15% | 0.07% | 22 | +12,066 | 92.29% | Q2 2026 | Aug 14, 2026 |
| SCOGGIN MANAGEMENT LP | History | New | 25,000 | 362 | 0.04% | — | 23 | +25,000 | New | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 23,806 | 345 | 0.0% | 0.0% | 24 | +7 | 0.03% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 23,537 | 341 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 21,105 | 306 | 0.0% | 0.0% | 26 | +1,832 | 9.51% | Q2 2026 | Aug 06, 2026 |
| NORDEN GROUP LLC | History | No change | 16,921 | 245 | 0.02% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,129 | 233 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STRS OHIO | History | New | 14,800 | 214 | 0.0% | — | 29 | +14,800 | New | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | Added to | 14,211 | 206 | 0.0% | 0.0% | 30 | +2,418 | 20.5% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,652 | 198 | 0.01% | — | 31 | +13,652 | New | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 12,298 | 178 | 0.0% | — | 32 | +12,298 | New | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | New | 12,010 | 174 | 0.0% | — | 34 | +12,010 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | New | 12,000 | 174 | 0.0% | — | 33 | +12,000 | New | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 11,523 | 167 | 0.0% | — | 35 | +11,523 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 10,565 | 153 | 0.0% | 0.0% | 36 | -4,550 | -30.1% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,580 | 138 | 0.0% | 0.0% | 37 | -2,251 | -19.03% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,547 | 123 | 0.0% | 0.0% | 38 | +5,113 | 148.89% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 6,526 | 94 | 0.0% | 0.0% | 39 | +31 | 0.48% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 6,189 | 89 | 0.0% | 0.0% | 40 | -904 | -12.74% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 4,509 | 65 | 0.0% | 0.0% | 41 | +3,882 | 619.14% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,441 | 64 | 0.0% | 0.0% | 42 | -6 | -0.13% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,400 | 63 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,153 | 60 | 0.0% | 0.0% | 44 | +308 | 8.01% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,152 | 60 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 4,091 | 59 | 0.0% | 0.0% | 46 | -987 | -19.44% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,706 | 53 | 0.0% | 0.0% | 47 | +2,941 | 384.44% | Q2 2026 | Aug 06, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 3,300 | 47 | 0.01% | 0.03% | 48 | -10,037 | -75.26% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,052 | 29 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | Added to | 1,705 | 24 | 0.0% | 0.0% | 50 | +171 | 11.15% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,562 | 22 | 0.0% | 0.0% | 52 | -969 | -38.29% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,582 | 22 | 0.0% | 0.0% | 51 | -957 | -37.69% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 986 | 14 | 0.0% | — | 53 | +974 | 8116.67% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 925 | 13 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 820 | 11 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 594 | 9 | 0.0% | 0.0% | 56 | +556 | 1463.16% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 279 | 4 | 0.0% | — | 57 | +279 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 180 | 2 | 0.0% | — | 58 | +180 | New | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 131 | 1 | 0.0% | 0.0% | 59 | -373 | -74.01% | Q2 2026 | Aug 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 92 | 1 | 0.0% | 0.0% | 60 | -66 | -41.77% | Q2 2026 | Jul 28, 2026 |
| Covestor Ltd | History | Added to | 50 | 1 | 0.0% | 0.0% | 61 | +18 | 56.25% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 73 | 1 | 0.0% | 0.0% | 62 | -12 | -14.12% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | Added to | 39 | 0 | — | — | — | +37 | 1850.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 37 | 0 | — | — | — | +36 | 3600.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +14 | 700.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |