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Customers Bancorp Inc (CUBI)

CUSIP: 23204G100 | NYSE | Financial Services · Banks - Regional | Mid Cap | 857 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBay Pond Partners, L.P.1,708,6595.1%New 5%+ stakeOct 2, 2026No 13F filer matched
13GBay Pond Partners, L.P.1,708,659
5.1% of class · Oct 2, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,100,370
0.0% of portfolio›$155.4M
Allspring Global Investments Holdings, LLC688,772
0.1% of portfolio›$51.0M
Assenagon Asset Management S.A.326,171
0.0% of portfolio›$24.1M
Bank of New York Mellon Corp204,003
0.0% of portfolio›$15.1M
Principal Financial Group Inc151,886
0.0% of portfolio›$11.2M
Access Investment Management LLC142,009
2.6% of portfolio›$10.5M
MacKenzie Financial Corp83,761
0.0% of portfolio›$6.2M
Thrivent Financial for Lutherans58,584
0.0% of portfolio›$4.3M
Hennessy Advisors Inc40,000
0.1% of portfolio›$3.0M
Sippican Capital Advisors39,735
2.0% of portfolio›$2.9M
Citigroup Inc38,487
0.0% of portfolio›$2.8M
Mraz, Amerine & Associates, Inc.35,358
0.4% of portfolio›$2.6M
Wedge Capital Management L L P31,202
0.0% of portfolio›$2.3M
New York State Teachers Retirement System17,957
0.0% of portfolio›$1.3M
Wakefield Asset Management Lllp17,327
0.3% of portfolio›$1.3M
Virginia Retirement Systems ET Al16,950
0.0% of portfolio›$1.3M
Illinois Municipal Retirement Fund16,135
0.0% of portfolio›$1.2M
Fifth Third Bancorp14,868
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System13,500
0.0% of portfolio›$999.0K
Summit Global Investments12,800
0.2% of portfolio›$947.0K
Bailard, Inc.12,600
0.0% of portfolio›$932.4K
CenterBook Partners LP12,597
0.0% of portfolio›$932.2K
Yorktown Management & Research Co Inc11,200
0.6% of portfolio›$828.8K
Concurrent Investment Advisors, LLC9,664
0.0% of portfolio›$715.1K
Arizona State Retirement System9,050
0.0% of portfolio›$669.7K
Lido Advisors, LLC9,014
0.0% of portfolio›$667.0K
Inspire Investing, LLC8,579
0.0% of portfolio›$634.8K
Truist Financial Corp8,521
0.0% of portfolio›$630.6K
Amalgamated Bank8,219
0.0% of portfolio›$608.0K
Yousif Capital Management, LLC8,059
0.0% of portfolio›$596.4K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,482
0.0% of portfolio›$553.7K
Creative Planning7,215
0.0% of portfolio›$533.9K
Oregon Public Employees Retirement Fund7,119
0.0% of portfolio›$526.8K
Maryland State Retirement & Pension System7,067
0.0% of portfolio›$523.0K
State of Alaska, Department of Revenue6,709
0.0% of portfolio›$495.0K
Ashton Thomas Private Wealth, LLC6,590
0.0% of portfolio›$487.7K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna5,800
0.1% of portfolio›$429.2K
Nisa Investment Advisors, LLC5,605
0.0% of portfolio›$414.8K
Pictet Asset Management Holding SA5,604
0.0% of portfolio›$414.7K
Sageworth Trust Co5,452
0.0% of portfolio›$403.4K
Xponance LLC4,340
0.0% of portfolio›$321.2K
ProShare Advisors LLC4,288
0.0% of portfolio›$317.3K
DekaBank Deutsche Girozentrale4,259
0.0% of portfolio›$318.0K
Contravisory Investment Management, Inc.4,084
0.1% of portfolio›$302.2K
Mutual of America Capital Management LLC3,624
0.0% of portfolio›$268.2K
Wealth Enhancement Advisory Services, LLC3,062
0.0% of portfolio›$228.4K
Kestra Advisory Services, LLC2,727
0.0% of portfolio›$201.8K
Gamma Investing LLC2,132
0.0% of portfolio›$157.8K
Mitsubishi UFJ Asset Management Co., Ltd.2,113
0.0% of portfolio›$156.4K
Exchange Traded Concepts, LLC2,108
0.0% of portfolio›$156.0K
Central Trust Co2,000
0.0% of portfolio›$148.0K
Simplex Trading, LLC1,488
0.0% of portfolio›$110.1K
State of Wyoming1,392
0.0% of portfolio›$103.0K
CX Institutional1,379
0.0% of portfolio›$102
Bayforest Capital Ltd1,263
0.1% of portfolio›$93.5K
KBC Group NV1,054
0.0% of portfolio›$78.0K
US Bancorp \de\958
0.0% of portfolio›$70.9K
Pinnacle Wealth Planning Services, Inc.739
0.0% of portfolio›$54.7K
Signature Equity Partners, LLC701
0.0% of portfolio›$51.9K
Assetmark, Inc642
0.0% of portfolio›$47.5K
Sterling Capital Management LLC639
0.0% of portfolio›$47.3K
Versant Capital Management, Inc620
0.0% of portfolio›$45.9K
Hazlett, Burt & Watson, Inc.500
0.0% of portfolio›$37
Salomon & Ludwin, LLC425
0.0% of portfolio›$31.5K
Farther Finance Advisors, LLC392
0.0% of portfolio›$29.0K
EverSource Wealth Advisors, LLC206
0.0% of portfolio›$15.2K
Hughes Financial Services, LLC201
0.0% of portfolio›$17.6K
Hilton Head Capital Partners, LLC118
0.0% of portfolio›$8.7K
MassMutual Private Wealth & Trust, FSB101
0.0% of portfolio›$7.5K
Fortitude Family Office, LLC99
0.0% of portfolio›$7.3K
Signaturefd, LLC91
0.0% of portfolio›$6.7K
Mather Group, Llc.90
0.0% of portfolio›$6.7K
Parkside Financial Bank & Trust73
0.0% of portfolio›$5.4K
SJS Investment Consulting Inc.55
0.0% of portfolio›$4.1K
Valued Wealth Advisors LLC44
0.0% of portfolio›$3.3K
Cullen T Bankers, Inc.42
0.0% of portfolio›$3.1K
Tradewinds Capital Management, LLC35
0.0% of portfolio›$2.6K
Physician Wealth Advisors, Inc.35
0.0% of portfolio›$2.6K
Farmers & Merchants Investments Inc30
0.0% of portfolio›$2.2K
Avion Wealth27
0.0% of portfolio›$1
Bare Financial Services, Inc25
0.0% of portfolio›$1.9K
Ascentis Wealth Management, LLC20
0.0% of portfolio›$1.5K
Tounjian Advisory Partners, LLC19
0.0% of portfolio›$1.4K
Pension & Wealth Management Advisors, Inc.19
0.0% of portfolio›$1.4K
Private Trust Co NA19
0.0% of portfolio›$1.4K
Covestor Ltd19
0.0% of portfolio›$1
Westside Investment Management, Inc.18
0.0% of portfolio›$1.3K
Root Financial Partners, LLC17
0.0% of portfolio›$1.3K
Cedar Mountain Advisors, LLC17
0.0% of portfolio›$1.3K
Larson Financial Group LLC14
0.0% of portfolio›$1.0K
Torren Management, LLC11
0.0% of portfolio›$814
DecisionPoint Financial, LLC9
0.0% of portfolio›$667
Valley National Advisers Inc7
0.0% of portfolio›$518
UMB Private Wealth Management, LLC5
0.0% of portfolio›$370
Davis Capital Management4
0.0% of portfolio›$296
True Wealth Design, LLC4
0.0% of portfolio›$296
JFS Wealth Advisors, LLC4
0.0% of portfolio›$296
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$296
IFP Advisors, Inc4
0.0% of portfolio›$296
Financial Consulate, Inc3
0.0% of portfolio›$222
GHP Investment Advisors, Inc.2
0.0% of portfolio›$148
Gilpin Wealth Management, LLC2
0.0% of portfolio›$148
Abound Wealth Management1
0.0% of portfolio›$74
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,100,370$155.4M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
688,772$51.0M0.1%CoreMediumCharlotte, NC2026-11-04
Assenagon Asset Management S.A.
326,171$24.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Bank of New York Mellon Corp
204,003$15.1M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
151,886$11.2M0.0%CoreLowDes Moines, IA2026-11-02
Access Investment Management LLC
142,009$10.5M2.6%Deep ValueLowAtlanta, GA2026-10-23
MacKenzie Financial Corp
83,761$6.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Thrivent Financial for Lutherans
58,584$4.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Hennessy Advisors Inc
40,000$3.0M0.1%Deep ValueMediumNovato, CA2026-10-28
Sippican Capital Advisors
39,735$2.9M2.0%ValueLowBoston, MA2026-10-23
Citigroup Inc
38,487$2.8M0.0%CoreMediumNew York, NY2026-11-04
Mraz, Amerine & Associates, Inc.
35,358$2.6M0.4%Deep ValueLowModesto, CA2026-10-30
Wedge Capital Management L L P
31,202$2.3M0.0%ValueMediumCharlotte, NC2026-10-13
New York State Teachers Retirement System
17,957$1.3M0.0%CoreVery LowAlbany, NY2026-10-22
Wakefield Asset Management Lllp
17,327$1.3M0.3%ValueMediumEnglewood, CO2026-11-05
Virginia Retirement Systems ET Al
16,950$1.3M0.0%CoreMediumRichmond, VA2026-10-28
Illinois Municipal Retirement Fund
16,135$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
Fifth Third Bancorp
14,868$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Louisiana State Employees Retirement System
13,500$999.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Summit Global Investments
12,800$947.0K0.2%CoreMediumBountiful, UT2026-10-28
Bailard, Inc.
12,600$932.4K0.0%GrowthMediumFoster City, CA2026-10-13
CenterBook Partners LP
12,597$932.2K0.0%ValueVery HighGreenwich, CT2026-11-02
Yorktown Management & Research Co Inc
11,200$828.8K0.6%MomentumMediumForest, VA2026-10-28
Concurrent Investment Advisors, LLC
9,664$715.1K0.0%GrowthMediumTampa, FL2026-10-16
Arizona State Retirement System
9,050$669.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Lido Advisors, LLC
9,014$667.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Inspire Investing, LLC
8,579$634.8K0.0%GARPHighMeridian, ID2026-10-22
Truist Financial Corp
8,521$630.6K0.0%CoreLowCharlotte, NC2026-10-30
Amalgamated Bank
8,219$608.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
8,059$596.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
7,482$553.7K0.0%CoreLowHarrisburg, PA2026-11-03
Creative Planning
7,215$533.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Oregon Public Employees Retirement Fund
7,119$526.8K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
7,067$523.0K0.0%IndexVery LowBaltimore, MD2026-11-05
State of Alaska, Department of Revenue
6,709$495.0K0.0%CoreVery LowJuneau, AK2026-10-15
Ashton Thomas Private Wealth, LLC
6,590$487.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
5,800$429.2K0.1%GrowthMediumWarsaw, Russia2026-10-21
Nisa Investment Advisors, LLC
5,605$414.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pictet Asset Management Holding SA
5,604$414.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sageworth Trust Co
5,452$403.4K0.0%ETFLowLancaster, PA2026-10-30
Xponance LLC
4,340$321.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
ProShare Advisors LLC
4,288$317.3K0.0%GrowthLowBethesda, MD2026-10-29
DekaBank Deutsche Girozentrale
4,259$318.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Contravisory Investment Management, Inc.
4,084$302.2K0.1%MomentumHighNorwell, MA2026-10-13
Mutual of America Capital Management LLC
3,624$268.2K0.0%IndexLowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
3,062$228.4K0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
2,727$201.8K0.0%CoreLowAustin, TX2026-11-02
Gamma Investing LLC
2,132$157.8K0.0%IndexVery LowFoster City, CA2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
2,113$156.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Exchange Traded Concepts, LLC
2,108$156.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Central Trust Co
2,000$148.0K0.0%CoreLowJefferson City, MO2026-11-05
Simplex Trading, LLC
1,488$110.1K0.0%CoreVery HighChicago, IL2026-11-04
State of Wyoming
1,392$103.0K0.0%ValueHighCheyenne, WY2026-10-28
CX Institutional
1,379$1020.0%CoreMediumAuburn, IN2026-10-02
Bayforest Capital Ltd
1,263$93.5K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
KBC Group NV
1,054$78.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
US Bancorp \de\
958$70.9K0.0%IndexLowMinneapolis, MN2026-11-05
Pinnacle Wealth Planning Services, Inc.
739$54.7K0.0%GARPLowMansfield, OH2026-10-27
Signature Equity Partners, LLC
701$51.9K0.0%GrowthMediumColumbus, OH2026-10-29
Assetmark, Inc
642$47.5K0.0%ETFLowConcord, CA2026-10-21
Sterling Capital Management LLC
639$47.3K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
620$45.9K0.0%GARPLowPhoenix, AZ2026-10-02
Hazlett, Burt & Watson, Inc.
500$370.0%CoreVery LowWheeling, WV2026-11-04
Salomon & Ludwin, LLC
425$31.5K0.0%ETFVery LowRichmond, VA2026-10-29
Farther Finance Advisors, LLC
392$29.0K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
206$15.2K0.0%CoreMediumBirmingham, AL2026-11-04
Hughes Financial Services, LLC
201$17.6K0.0%ETFLowHerndon, VA2026-10-30
Hilton Head Capital Partners, LLC
118$8.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
MassMutual Private Wealth & Trust, FSB
101$7.5K0.0%CoreLowSpringfield, MA2026-10-05
Fortitude Family Office, LLC
99$7.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Signaturefd, LLC
91$6.7K0.0%IndexLowAtlanta, GA2026-10-23
Mather Group, Llc.
90$6.7K0.0%ETFMediumChicago, IL2026-10-14
Parkside Financial Bank & Trust
73$5.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
55$4.1K0.0%ETFVery LowSylvania, OH2026-10-26
Valued Wealth Advisors LLC
44$3.3K0.0%IndexVery LowHolladay, UT2026-11-05
Cullen T Bankers, Inc.
42$3.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Tradewinds Capital Management, LLC
35$2.6K0.0%ETFVery HighBellingham, WA2026-10-23
Physician Wealth Advisors, Inc.
35$2.6K0.0%ETFMediumMidvale, UT2026-10-20
Farmers & Merchants Investments Inc
30$2.2K0.0%CoreVery LowLincoln, NE2026-10-22
Avion Wealth
27$10.0%ETFLowThe Woodlands, TX2026-11-04
Bare Financial Services, Inc
25$1.9K0.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
20$1.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Tounjian Advisory Partners, LLC
19$1.4K0.0%GrowthHighFort Myers, FL2026-11-04
Pension & Wealth Management Advisors, Inc.
19$1.4K0.0%ETFLowWaltham, MA2026-10-16
Private Trust Co NA
19$1.4K0.0%CoreLowCleveland, OH2026-10-20
Covestor Ltd
19$10.0%ValueHighLondon, United Kingdom2026-10-30
Westside Investment Management, Inc.
18$1.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Root Financial Partners, LLC
17$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Cedar Mountain Advisors, LLC
17$1.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
Larson Financial Group LLC
14$1.0K0.0%GrowthLowSt Louis, MO2026-11-05
Torren Management, LLC
11$8140.0%ETFMediumSan Diego, CA2026-10-29
DecisionPoint Financial, LLC
9$6670.0%ETFVery LowMesa, AZ2026-10-27
Valley National Advisers Inc
7$5180.0%ETFLowBethlehem, PA2026-10-23
UMB Private Wealth Management, LLC
5$3700.0%GrowthN/AKansas City, MO2026-10-19
Davis Capital Management
4$2960.0%CoreLowJacksonville, FL2026-10-08
True Wealth Design, LLC
4$2960.0%ETFMediumAkron, OH2026-10-13
JFS Wealth Advisors, LLC
4$2960.0%ETFVery LowHermitage, PA2026-11-03
Silver Grove Financial Group, Inc.
4$2960.0%CoreMediumOrchard Park, NY2026-11-05
IFP Advisors, Inc
4$2960.0%GrowthLowTampa, FL2026-10-16
Financial Consulate, Inc
3$2220.0%ETFLowHunt Valley, MD2026-10-23
GHP Investment Advisors, Inc.
2$1480.0%CoreVery LowDenver, CO2026-10-15
Gilpin Wealth Management, LLC
2$1480.0%GrowthLowDenver, CO2026-10-09
Abound Wealth Management
1$740.0%ETFVery LowFranklin, TN2026-10-26