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 | No change | 814,507 | 12,918 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 520,593 | 7,548 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 391,576 | 5,677 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 469,048 | 5,225 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 228,504 | 3,314 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 235,416 | 2,622 | 0.02% | 0.05% | 6 | -266,785 | -53.12% | Q3 2026 | Oct 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 123,591 | 1,376 | 0.0% | 0.0% | 7 | +4,795 | 4.04% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 86,864 | 1,259 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 75,737 | 1,098 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 75,480 | 1,094 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 65,259 | 946 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 63,942 | 927 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 54,364 | 788 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PMC FIG Opportunities LLC | History | No change | 50,000 | 725 | 1.16% | 1.16% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 40,710 | 590 | 0.0% | 0.0% | 15 | 0 | 0.0% | 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 | No change | 35,576 | 515 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 38,900 | 433 | 0.0% | 0.0% | 18 | +24,100 | 162.84% | Q3 2026 | Oct 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 27,944 | 405 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 25,800 | 374 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 25,598 | 371 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arcus Capital Partners, LLC | History | No change | 25,140 | 364 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOGGIN MANAGEMENT LP | History | No change | 25,000 | 362 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 23,806 | 345 | 0.0% | 0.0% | 24 | 0 | 0.0% | 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 |
| Tempus Wealth Planning, LLC | History | No change | 28,022 | 312 | 0.06% | 0.08% | 26 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 21,105 | 235 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,129 | 233 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nuveen, LLC | History | No change | 14,211 | 206 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 13,652 | 198 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORDEN GROUP LLC | History | No change | 16,921 | 188 | 0.01% | 0.02% | 31 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,298 | 178 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | No change | 12,010 | 174 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,523 | 167 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 10,565 | 153 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,580 | 138 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 12,000 | 133 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,547 | 123 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 6,526 | 94 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 6,189 | 89 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,441 | 64 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,400 | 63 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,153 | 60 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,152 | 60 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 4,091 | 59 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,706 | 53 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 3,300 | 47 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,052 | 29 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 1,705 | 24 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,582 | 22 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,562 | 22 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 986 | 14 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 925 | 13 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 820 | 11 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 594 | 9 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 583 | 6 | 0.0% | — | 56 | +583 | New | Q3 2026 | Oct 14, 2026 |
| CITIGROUP INC | History | Reduced | 476 | 5 | 0.0% | 0.0% | 57 | -4,033 | -89.44% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 396 | 4 | 0.0% | 0.0% | 59 | +323 | 442.47% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 279 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 272 | 3 | 0.0% | 0.0% | 60 | +180 | 195.65% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Added to | 143 | 2 | 0.0% | 0.0% | 62 | +93 | 186.0% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 180 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 131 | 1 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Parkside Financial Bank & Trust | History | New | 75 | 0 | — | — | — | +75 | New | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | Reduced | 8 | 0 | — | — | — | -29 | -78.38% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 42 | 0 | — | — | — | +26 | 162.5% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | — | — | -8 | -80.0% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q3 2026 | Oct 08, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |