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Finwise Bancorp (FINW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
UNCHANGED
Shares469,048 from 469,048
Change0 (0%)
Value$5.2M (-$1.6M)
Filed 2026-11-05
Wasatch Advisors LP
DECREASED
Shares235,416 from 502,201
Change-266,785 (-53%)
Value$2.6M (-$4.7M)
Filed 2026-10-13
Geode Capital Management, LLC
DECREASED
Shares226,584 from 228,504
Change-1,920 (-1%)
Value$2.5M (-$789.3K)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares123,591 from 118,796
Change+4,795 (+4%)
Value$1.4M (-$345.8K)
Filed 2026-11-04
Emerald Mutual Fund Advisers Trust
DECREASED
Shares53,609 from 54,364
Change-755 (-1%)
Value$597.2K (-$191.1K)
Filed 2026-11-09
Strs Ohio
INCREASED
Shares38,900 from 14,800
Change+24,100 (+163%)
Value$433.3K (+$218.7K)
Filed 2026-10-30
Tempus Wealth Planning, LLC
UNCHANGED
Shares28,022 from 28,022
Change0 (0%)
Value$312.2K (-$94.2K)
Filed 2026-10-14
Bank of New York Mellon Corp
UNCHANGED
Shares21,105 from 21,105
Change0 (0%)
Value$235.1K (-$70.9K)
Filed 2026-11-05
Norden Group LLC
UNCHANGED
Shares16,921 from 16,921
Change0 (0%)
Value$188.5K (-$56.9K)
Filed 2026-10-20
Squarepoint Ops LLC
INCREASED
Shares13,950 from 12,010
Change+1,940 (+16%)
Value$155.4K (-$18.7K)
Filed 2026-11-09
Nuveen, LLC
DECREASED
Shares12,086 from 14,211
Change-2,125 (-15%)
Value$134.6K (-$71.4K)
Filed 2026-11-10
IFP Advisors, Inc
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$133.7K (-$40.3K)
Filed 2026-10-16
Deutsche Bank Ag\
DECREASED
Shares8,383 from 9,580
Change-1,197 (-12%)
Value$93.4K (-$45.5K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares6,556 from 4,091
Change+2,465 (+60%)
Value$73.0K (+$13.7K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares6,329 from 3,706
Change+2,623 (+71%)
Value$70.5K (+$16.8K)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$22.9K (-$6.9K)
Filed 2026-11-09
Fortitude Family Office, LLC
NEW
Shares583
Change+583
Value$6.5K
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares476 from 4,509
Change-4,033 (-89%)
Value$5.3K (-$60.1K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares396 from 73
Change+323 (+442%)
Value$4.4K (+$3.4K)
Filed 2026-10-08
UMB Bank, n.a.
NEW
Shares322
Change+322
Value$3.6K
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares272 from 92
Change+180 (+196%)
Value$3.0K (+$1.7K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares143 from 50
Change+93 (+186%)
Value$2 (+$1)
Filed 2026-10-30
Parkside Financial Bank & Trust
NEW
Shares75
Change+75
Value$840
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares42 from 16
Change+26 (+163%)
Value$468 (+$234)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$566 ($0)
Filed 2026-11-06
SJS Investment Consulting Inc.
NEW
Shares31
Change+31
Value$346
Filed 2026-10-26
Essential Partners LLC
DECREASED
Shares8 from 37
Change-29 (-78%)
Value$89 (-$448)
Filed 2026-10-14
PNC Financial Services Group, Inc.
NEW
Shares5
Change+5
Value$56
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$56 (+$27)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$33
Filed 2026-10-21
True Wealth Design, LLC
DECREASED
Shares2 from 10
Change-8 (-80%)
Value$23 (-$122)
Filed 2026-10-13
LPL Financial LLC
CLOSED
Shares0 from 10,565
Change-10,565 (-100%)
Value$0 (-$153.2K)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$15)
Filed 2026-10-07
Alliancebernstein L.P.
N/A
Shares— from 814,507
Change-814,507 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 520,593
Change-520,593 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 391,576
Change-391,576 (-100%)
Value—
State Street Corp
N/A
Shares— from 86,864
Change-86,864 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 75,737
Change-75,737 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 75,480
Change-75,480 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 65,259
Change-65,259 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 63,942
Change-63,942 (-100%)
Value—
PMC FIG Opportunities LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 40,710
Change-40,710 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 35,576
Change-35,576 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 27,944
Change-27,944 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 25,800
Change-25,800 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,598
Change-25,598 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 25,140
Change-25,140 (-100%)
Value—
Scoggin Management LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 23,806
Change-23,806 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 23,537
Change-23,537 (-100%)
Value—
Stephens Inc
N/A
Shares— from 16,129
Change-16,129 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,298
Change-12,298 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,523
Change-11,523 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 6,189
Change-6,189 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
FMR LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 925
Change-925 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 820
Change-820 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 594
Change-594 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 279
Change-279 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 180
Change-180 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 131
Change-131 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
US Bancorp \de\
UNCHANGED469,048469,04800%$6.8M$5.2M-$1.6M2026-11-05
Wasatch Advisors LP
DECREASED235,416502,201-266,785-53%$7.3M$2.6M-$4.7M2026-10-13
Geode Capital Management, LLC
DECREASED226,584228,504-1,920-1%$3.3M$2.5M-$789.3K2026-11-06
Dimensional Fund Advisors LP
INCREASED123,591118,796+4,795+4%$1.7M$1.4M-$345.8K2026-11-04
Emerald Mutual Fund Advisers Trust
DECREASED53,60954,364-755-1%$788.3K$597.2K-$191.1K2026-11-09
Strs Ohio
INCREASED38,90014,800+24,100+163%$214.6K$433.3K+$218.7K2026-10-30
Tempus Wealth Planning, LLC
UNCHANGED28,02228,02200%$406.3K$312.2K-$94.2K2026-10-14
Bank of New York Mellon Corp
UNCHANGED21,10521,10500%$306.0K$235.1K-$70.9K2026-11-05
Norden Group LLC
UNCHANGED16,92116,92100%$245.4K$188.5K-$56.9K2026-10-20
Squarepoint Ops LLC
INCREASED13,95012,010+1,940+16%$174.1K$155.4K-$18.7K2026-11-09
Nuveen, LLC
DECREASED12,08614,211-2,125-15%$206.1K$134.6K-$71.4K2026-11-10
IFP Advisors, Inc
UNCHANGED12,00012,00000%$174.0K$133.7K-$40.3K2026-10-16
Deutsche Bank Ag\
DECREASED8,3839,580-1,197-12%$138.9K$93.4K-$45.5K2026-11-06
Barclays PLC
INCREASED6,5564,091+2,465+60%$59.3K$73.0K+$13.7K2026-11-06
Russell Investments Group, Ltd.
INCREASED6,3293,706+2,623+71%$53.7K$70.5K+$16.8K2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED2,0522,05200%$29.8K$22.9K-$6.9K2026-11-09
Fortitude Family Office, LLC
NEW583—+583——$6.5K—2026-10-14
Citigroup Inc
DECREASED4764,509-4,033-89%$65.4K$5.3K-$60.1K2026-11-04
Gamma Investing LLC
INCREASED39673+323+442%$1.1K$4.4K+$3.4K2026-10-08
UMB Bank, n.a.
NEW322—+322——$3.6K—2026-11-06
Sterling Capital Management LLC
INCREASED27292+180+196%$1.3K$3.0K+$1.7K2026-10-22
Covestor Ltd
INCREASED14350+93+186%$1$2+$12026-10-30
Parkside Financial Bank & Trust
NEW75—+75——$840—2026-10-27
EverSource Wealth Advisors, LLC
INCREASED4216+26+163%$234$468+$2342026-11-04
Allworth Financial LP
UNCHANGED393900%$566$566$02026-11-06
SJS Investment Consulting Inc.
NEW31—+31——$346—2026-10-26
Essential Partners LLC
DECREASED837-29-78%$537$89-$4482026-10-14
PNC Financial Services Group, Inc.
NEW5—+5——$56—2026-11-06
Farther Finance Advisors, LLC
INCREASED52+3+150%$29$56+$272026-10-08
Root Financial Partners, LLC
NEW3—+3——$33—2026-10-21
True Wealth Design, LLC
DECREASED210-8-80%$145$23-$1222026-10-13
LPL Financial LLC
CLOSED010,565-10,565-100%$153.2K$0-$153.2K2026-11-06
Wealth Enhancement Trust Services, Inc.
CLOSED01-1-100%$15$0-$152026-10-07
Alliancebernstein L.P.
N/A—814,507-814,507-100%$12.9M———
BlackRock, Inc.
N/A—520,593-520,593-100%$7.5M———
Vanguard Capital Management LLC
N/A—391,576-391,576-100%$5.7M———
State Street Corp
N/A—86,864-86,864-100%$1.3M———
Bridgeway Capital Management, LLC
N/A—75,737-75,737-100%$1.1M———
Northern Trust Corp
N/A—75,480-75,480-100%$1.1M———
Vanguard Portfolio Management LLC
N/A—65,259-65,259-100%$946.3K———
Vanguard Fiduciary Trust Co
N/A—63,942-63,942-100%$927.2K———
PMC FIG Opportunities LLC
N/A—50,000-50,000-100%$725.0K———
Morgan Stanley
N/A—40,710-40,710-100%$590.3K———
Smith, Moore & Co.
N/A—38,000-38,000-100%$551.0K———
Militia Capital Management LLC
N/A—35,576-35,576-100%$515.9K———
Charles Schwab Investment Management Inc
N/A—27,944-27,944-100%$405.2K———
Renaissance Technologies LLC
N/A—25,800-25,800-100%$374.1K———
Goldman Sachs Group Inc
N/A—25,598-25,598-100%$371.2K———
Arcus Capital Partners, LLC
N/A—25,140-25,140-100%$364.5K———
Scoggin Management LP
N/A—25,000-25,000-100%$362.5K———
EP Wealth Advisors, LLC
N/A—23,806-23,806-100%$345.2K———
Empowered Funds, LLC
N/A—23,537-23,537-100%$341.3K———
Stephens Inc
N/A—16,129-16,129-100%$233.9K———
GSA Capital Partners LLP
N/A—13,652-13,652-100%$198.0K———
Global Retirement Partners, LLC
N/A—12,298-12,298-100%$178.3K———
AQR Capital Management LLC
N/A—11,523-11,523-100%$167.1K———
Wells Fargo & Company
N/A—8,547-8,547-100%$123.9K———
Rhumbline Advisers
N/A—6,526-6,526-100%$94.6K———
LOS Angeles Capital Management LLC
N/A—6,189-6,189-100%$89.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—4,441-4,441-100%$64.4K———
New York State Common Retirement Fund
N/A—4,400-4,400-100%$63.8K———
JPMorgan Chase & Co
N/A—4,153-4,153-100%$60.9K———
Vanguard Global Advisers, LLC
N/A—4,152-4,152-100%$60.2K———
Globeflex Capital L P
N/A—3,300-3,300-100%$47.9K———
UBS Group AG
N/A—1,705-1,705-100%$24.7K———
BNP Paribas Financial Markets
N/A—1,582-1,582-100%$22.9K———
Tower Research Capital LLC (TRC)
N/A—1,562-1,562-100%$22.6K———
FMR LLC
N/A—986-986-100%$14.3K———
Ameritas Investment Partners, Inc.
N/A—925-925-100%$13.4K———
Legal & General Group Plc
N/A—820-820-100%$11.9K———
Royal Bank of Canada
N/A—594-594-100%$9.0K———
Jones Financial Companies Lllp
N/A—279-279-100%$4.3K———
Arax Advisory Partners
N/A—180-180-100%$2.6K———
California State Teachers Retirement System
N/A—131-131-100%$1.9K———
Rothschild Investment LLC
N/A—7-7-100%$102———
Showing 75 of 75 institutions