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 | 799,876 | 14,349 | 0.0% | 0.0% | 1 | +32,470 | 4.23% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | No change | 602,116 | 9,549 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VANGUARD GROUP INC | History | No change | 502,455 | 9,014 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 469,048 | 7,439 | 0.01% | 0.01% | 4 | +30,000 | 6.83% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 456,238 | 7,235 | 0.0% | 0.0% | 5 | -61,570 | -11.89% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 390,853 | 6,198 | 0.0% | — | 6 | +390,853 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 199,970 | 3,172 | 0.0% | 0.0% | 7 | -6,591 | -3.19% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 113,484 | 1,799 | 0.0% | 0.0% | 8 | +2,841 | 2.57% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 87,808 | 1,392 | 0.0% | 0.0% | 9 | +1,660 | 1.93% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 83,889 | 1,330 | 0.03% | 0.03% | 10 | -5,000 | -5.62% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 67,878 | 1,076 | 0.0% | 0.0% | 11 | +2,288 | 3.49% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 59,100 | 937 | 0.0% | — | 12 | +59,100 | New | Q1 2026 | May 08, 2026 |
| Militia Capital Partners, LP | History | No change | 50,000 | 897 | 0.34% | 0.34% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 54,563 | 865 | 0.0% | — | 14 | +54,563 | New | Q1 2026 | May 08, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 54,364 | 862 | 0.04% | 0.05% | 15 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SMITH, MOORE & CO. | History | No change | 38,000 | 602 | 0.04% | 0.05% | 16 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 37,243 | 590 | 0.0% | 0.0% | 17 | -3,322 | -8.19% | Q1 2026 | May 15, 2026 |
| Militia Capital Management LLC | History | New | 31,419 | 498 | 0.11% | — | 18 | +31,419 | New | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,000 | 484 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 28,026 | 444 | 0.0% | 0.0% | 20 | +4,026 | 16.78% | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 28,022 | 444 | 0.1% | 0.12% | 21 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 24,649 | 390 | 0.0% | 0.0% | 22 | -2,769 | -10.1% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 23,799 | 377 | 0.0% | 0.0% | 23 | +13,084 | 122.11% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 23,537 | 373 | 0.0% | 0.01% | 24 | -5,000 | -17.52% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 19,273 | 305 | 0.0% | 0.0% | 25 | -1,144 | -5.6% | Q1 2026 | May 05, 2026 |
| NORDEN GROUP LLC | History | No change | 16,921 | 268 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,129 | 255 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Added to | 15,115 | 239 | 0.0% | 0.0% | 28 | +2,460 | 19.44% | Q1 2026 | May 06, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 13,337 | 211 | 0.03% | 0.01% | 29 | +9,936 | 292.15% | Q1 2026 | May 13, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 13,074 | 207 | 0.07% | 0.07% | 30 | +2,900 | 28.5% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 11,831 | 187 | 0.0% | 0.0% | 31 | +2,220 | 23.1% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | No change | 11,793 | 187 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 7,093 | 112 | 0.0% | 0.0% | 33 | +6,189 | 684.62% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 6,495 | 103 | 0.0% | 0.0% | 34 | -102 | -1.55% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 5,078 | 80 | 0.0% | 0.0% | 35 | -9,556 | -65.3% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,447 | 70 | 0.0% | 0.0% | 36 | +102 | 2.35% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,400 | 69 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 4,117 | 65 | 0.0% | 0.0% | 38 | -6,536 | -61.35% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,152 | 65 | 0.0% | — | 39 | +4,152 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,845 | 61 | 0.0% | 0.0% | 40 | +59 | 1.56% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,434 | 54 | 0.0% | 0.0% | 41 | -6,849 | -66.61% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,531 | 40 | 0.0% | 0.0% | 43 | +1,885 | 291.8% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,539 | 40 | 0.0% | 0.0% | 42 | -440 | -14.77% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,052 | 32 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 1,534 | 24 | 0.0% | 0.0% | 45 | -1,231 | -44.52% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 1,000 | 15 | 0.0% | — | 46 | +1,000 | New | Q1 2026 | May 19, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 925 | 14 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 820 | 13 | 0.0% | 0.0% | 48 | -113 | -12.11% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 765 | 12 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 627 | 9 | 0.0% | 0.0% | 50 | +407 | 185.0% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 504 | 7 | 0.0% | 0.0% | 51 | -67 | -11.73% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 158 | 2 | 0.0% | 0.0% | 52 | -127 | -44.56% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 38 | 1 | 0.0% | 0.0% | 53 | -281 | -88.09% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 32 | 1 | 0.0% | — | 54 | +5 | 18.52% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 85 | 1 | 0.0% | 0.0% | 55 | +2 | 2.41% | Q1 2026 | Apr 06, 2026 |
| Siena Capital Partners GP, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -91,588 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,496 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,140 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,915 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -292 | -100.0% | Q1 2026 | May 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -61 | -83.56% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 37 | 0 | — | — | — | +20 | 117.65% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |