Customers BancorpCUBI
13F holders, Q3 2025 (September 30)265holders +25
45new positions
19sold out
7famous investors
$65.36avg. 13F price*
At the end of Q3 2025, 265 institutions reported holding Customers Bancorp Inc. (CUBI) in their 13F filings, up 25 from Q2 2025. 45 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($282.1M), Wellington Management Group LLP ($241.8M) and Vanguard Group Inc. ($140.9M). 7 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Customers Bancorp Inc.
- CUSIP
- 23204G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $100.8M |
| Exits | 19 | $26.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,933,093 shares bought and 1,271,643 shares sold, net +2,661,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| BlackRock, Inc. | 0.01% | Reduce -0.4% | 4,315,547 | $282.1M |
| Wellington Management Group LLP | 0.04% | Add +0.1% | 3,698,345 | $241.8M |
| Vanguard Group Inc. | 0.00% | Add +3.9% | 2,155,308 | $140.9M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.4% | 1,932,813 | $126.3M |
| State Street Corp. | 0.00% | Add +21.5% | 1,800,121 | $117.7M |
| Hood River Capital Management LLC | 1.32% | Add +12.4% | 1,712,102 | $111.9M |
| American Century Companies Inc. | 0.03% | Add +7.9% | 945,825 | $61.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 693,861 | $45.4M |
| Morgan Stanley | 0.00% | Add +13.3% | 544,265 | $35.6M |
| Nuveen, LLC | 0.01% | Reduce -0.4% | 531,031 | $34.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.9% | 485,880 | $31.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 428,410 | $28.0M |
| Driehaus Capital Management LLC | 0.20% | New | 426,274 | $27.9M |
| Northern Trust Corp. | 0.00% | Add +9.7% | 404,641 | $26.5M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +7.8% | 398,723 | $25.7M |
| Tidal Investments LLC | 0.10% | Add +13.9% | 343,979 | $22.5M |
| Millennium Management | 0.02% | Add +448.8% | 327,784 | $21.4M |
| Aristotle Capital Boston, LLC | 1.01% | Reduce -0.6% | 299,674 | $19.6M |
| Assenagon Asset Management S.A. | 0.03% | Add +29.0% | 290,919 | $19.0M |
| Tieton Capital Management, LLC | 6.59% | Add +3.2% | 290,247 | $19.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -26.7% | 279,435 | $18.3M |
| Royce & Associates LP | 0.17% | Reduce -6.0% | 267,830 | $17.5M |
| Philadelphia Financial Management of San Francisco, LLC | 3.48% | Reduce -1.4% | 265,645 | $17.4M |
| Shellback Capital, LP | 1.10% | New | 264,617 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.8% | 236,751 | $15.5M |
| Emerald Advisers, LLC | 0.49% | New | 231,753 | $15.1M |
| Citadel Advisors | 0.01% | Add +561.1% | 227,153 | $14.8M |
| UBS Group AG | 0.00% | Add +5.6% | 222,208 | $14.5M |
| Invesco Ltd. | 0.00% | Reduce -5.9% | 220,901 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 218,538 | $14.3M |
| Renaissance Technologies | 0.02% | Add +55.7% | 191,120 | $12.5M |
| Heartland Advisors Inc. | 0.64% | Reduce -0.4% | 184,989 | $12.1M |
| Principal Financial Group Inc. | 0.01% | Add +23.4% | 179,762 | $11.8M |
| Two Sigma Investments, LP | 0.02% | Add +0.7% | 174,959 | $11.4M |
| Voloridge Investment Management, LLC | 0.04% | Add +33.8% | 163,004 | $10.7M |
| Gator Capital Management, LLC | 2.71% | Reduce -3.8% | 161,785 | $10.6M |
| Balyasny Asset Management L.P. | 0.02% | Add +3173.3% | 158,429 | $10.4M |
| Prudential Financial Inc. | 0.01% | Reduce -10.3% | 152,053 | $9.9M |
| Emerald Mutual Fund Advisers Trust | 0.49% | New | 145,032 | $9.5M |
| South Dakota Investment Council | 0.18% | Reduce -28.2% | 140,638 | $9.2M |
| Public Sector Pension Investment Board | 0.03% | Add +11.2% | 133,689 | $8.7M |
| Access Investment Management LLC | 2.33% | Add +15.7% | 132,415 | $8.7M |
| Deutsche Bank AG | 0.00% | Add +52.3% | 127,648 | $8.3M |
| Algert Global LLC | 0.14% | Add +6.1% | 125,597 | $8.2M |
| Bridgeway Capital Management, LLC | 0.17% | Add +9.5% | 121,140 | $7.9M |
| Sei Investments Co. | 0.01% | Add +7.0% | 120,216 | $7.9M |
| LSV Asset Management | 0.02% | Reduce -33.9% | 118,600 | $7.8M |
| Bank of America Corp. | 0.00% | Add +21.1% | 113,773 | $7.4M |
| Meeder Asset Management Inc. | 0.40% | No change | 106,865 | $7.0M |
| National Philanthropic Trust | 0.08% | No change | 103,200 | $6.7M |
| Empowered Funds, LLC | 0.07% | Add +12.6% | 102,048 | $6.7M |
| First Eagle Investment Management, LLC | 0.01% | Add +1.5% | 101,217 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -30.9% | 93,242 | $6.1M |
| Tudor Investment Corporation | 0.04% | Add +247.1% | 90,102 | $5.9M |
| Rhumbline Advisers | 0.00% | Reduce -1.5% | 87,265 | $5.7M |
| Jane Street Group, LLC | 0.01% | Add +127.0% | 86,939 | $5.7M |
| Federated Hermes, Inc. | 0.01% | Reduce -0.2% | 83,357 | $5.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.7% | 81,480 | $5.3M |
| Legal & General Group Plc | 0.00% | Reduce -2.4% | 78,591 | $5.1M |
| Soros Fund Management | 0.12% | New | 78,560 | $5.1M |
| Janus Henderson Group PLC | 0.00% | Add +488.5% | 77,267 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.7% | 68,749 | $4.5M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 67,772 | $4.4M |
| Franklin Resources Inc. | 0.00% | Add +3.3% | 64,820 | $4.2M |
| Quantbot Technologies LP | 0.11% | Add +96.4% | 62,440 | $4.1M |
| HRT Financial LP | 0.01% | Add +224.7% | 60,077 | $3.9M |
| Burkehill Global Management, LP | 0.23% | New | 60,000 | $3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.5% | 59,467 | $3.9M |
| Swiss National Bank | 0.00% | Add +1.9% | 58,200 | $3.8M |
| Marshall Wace, LLP | 0.00% | Add +20.3% | 54,299 | $3.5M |
| De Lisle Partners LLP | 0.42% | Add +23.8% | 52,020 | $3.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 51,235 | $3.3M |
| Rafferty Asset Management, LLC | 0.01% | Add +30.0% | 49,833 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -21.9% | 47,408 | $3.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +577.2% | 46,869 | $3.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -30.8% | 46,600 | $3.0M |
| Barclays PLC | 0.00% | Reduce -43.7% | 44,865 | $2.9M |
| Fortress Investment Group LLC | 0.39% | New | 43,756 | $2.9M |
| Squarepoint Ops LLC | 0.01% | Add +896.0% | 43,656 | $2.9M |
| Informed Momentum Co LLC | 0.32% | New | 43,176 | $2.8M |
| Sippican Capital Advisors | 1.75% | Reduce -0.2% | 40,549 | $2.7M |
| Hennessy Advisors Inc. | 0.09% | Add +8.1% | 40,000 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +199.5% | 39,835 | $2.6M |
| Credit Agricole S A | 0.01% | — | 39,559 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.0% | 39,299 | $2.6M |
| Mraz, Amerine & Associates, Inc. | 0.39% | Reduce -0.8% | 37,917 | $2.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.3% | 37,908 | $2.5M |
| Wedge Capital Management L L P | 0.04% | Reduce -8.0% | 35,657 | $2.3M |
| Engineers Gate Manager LP | 0.03% | Add +47.0% | 34,447 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 34,054 | $2.2M |
| Intech Investment Management LLC | 0.02% | Reduce -51.5% | 33,963 | $2.2M |
| SG Americas Securities, LLC | 0.01% | Reduce -50.5% | 32,909 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.5% | 32,708 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +6.0% | 29,483 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.5% | 29,424 | $1.9M |
| Harbor Advisors LLC | 0.29% | Add +26.1% | 29,000 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Reduce -10.0% | 27,928 | $1.8M |
| CenterBook Partners LP | 0.09% | Add +77.1% | 27,789 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 27,455 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.0% | 27,013 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | New | 26,816 | $1.8M |
| EJF Capital LP | 0.99% | New | 26,178 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -60.8% | 25,970 | $1.7M |
| Pacific Ridge Capital Partners, LLC | 0.37% | No change | 25,670 | $1.7M |
| Capitolis Liquid Global Markets LLC | 0.01% | New | 24,600 | $1.6M |
| Dark Forest Capital Management LP | 0.06% | Reduce -45.5% | 23,740 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +3.3% | 23,619 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +21.6% | 22,930 | $1.5M |
| AQR Capital Management | 0.00% | Reduce -33.6% | 22,116 | $1.4M |
| Trexquant Investment LP | 0.01% | New | 21,422 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.5% | 21,217 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -15.8% | 20,623 | $1.3M |
| Pinnacle Holdings, LLC | 0.45% | No change | 17,405 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.2% | 17,395 | $1.1M |
| Comerica Bank | 0.00% | Reduce -8.6% | 17,116 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -9.1% | 16,950 | $1.1M |
| Jump Financial, LLC | 0.01% | Reduce -45.5% | 16,900 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +133.5% | 16,251 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +5.7% | 16,058 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.2% | 16,056 | $1.0M |
| WINTON GROUP Ltd | 0.04% | Add +92.2% | 16,029 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.1% | 15,992 | $1.0M |
| Graham Capital Management, L.P. | 0.06% | New | 15,862 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +15.5% | 14,403 | $942K |
| Versor Investments LP | 0.17% | New | 14,400 | $941K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.6% | 14,317 | $936K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +74.3% | 14,251 | $932K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.6% | 13,684 | $895K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.5% | 13,500 | $882K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -1.1% | 11,721 | $766K |
| Quantinno Capital Management LP | 0.00% | Add +52.7% | 11,421 | $747K |
| Pathstone Holdings, LLC | 0.00% | Add +74.8% | 10,477 | $685K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -35.1% | 9,434 | $617K |
| Sterling Capital Management LLC | 0.01% | Add +13.9% | 9,414 | $615K |
| Creative Planning | 0.00% | Add +117.9% | 9,284 | $607K |
| New York State Common Retirement Fund | 0.00% | No change | 9,241 | $604K |
| Aquatic Capital Management LLC | 0.01% | Add +668.6% | 9,223 | $603K |
| MML Investors Services, LLC | 0.00% | Add +35.9% | 9,206 | $602K |
| Yousif Capital Management, LLC | 0.01% | Reduce -16.9% | 9,076 | $593K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 8,879 | $580K |
| Amalgamated Bank | 0.00% | Add +3.5% | 8,668 | $567K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -4.2% | 8,475 | $554K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -8.6% | 8,372 | $547K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +19.3% | 8,197 | $536K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,179 | $535K |
| State of Wisconsin Investment Board | 0.00% | New | 8,131 | $532K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 8,000 | $523K |
| Lazard Asset Management LLC | 0.00% | No change | 7,872 | $515K |
| FMR LLC | 0.00% | Add +1.5% | 7,841 | $513K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.6% | 7,576 | $495K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.0% | 7,494 | $490K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.7% | 7,490 | $490K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -4.2% | 7,096 | $464K |
| Inspire Investing, LLC | 0.04% | Add +7.4% | 7,043 | $460K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.4% | 6,805 | $445K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.5% | 6,671 | $436K |
| Arcus Capital Partners, LLC | 0.18% | Add +1.6% | 6,327 | $414K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +13.0% | 6,285 | $411K |
| Numerai GP LLC | 0.06% | New | 6,252 | $409K |
| AlphaQuest LLC | 0.03% | Add +738.5% | 6,213 | $406K |
| KLP Kapitalforvaltning As | 0.00% | Add +5.3% | 6,000 | $392K |
| Lido Advisors, LLC | 0.00% | Add +5.3% | 5,957 | $389K |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 5,573 | $364K |
| Sageworth Trust Co | 0.02% | No change | 5,452 | $356K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 5,343 | $349K |
| Amundi | 0.00% | Add +10.2% | 5,290 | $348K |
| Occudo Quantitative Strategies LP | 0.04% | New | 5,317 | $348K |
| Corsair Capital Management, L.P. | 0.06% | New | 5,000 | $327K |
| Entropy Technologies, LP | 0.02% | New | 4,989 | $326K |
| HBK Investments L P | 0.01% | New | 4,942 | $323K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 4,900 | $320K |
| Yorktown Management & Research Co Inc | 0.25% | New | 4,850 | $317K |
| Victory Capital Management Inc. | 0.00% | Reduce -12.2% | 4,637 | $303K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +1.7% | 4,547 | $297K |
| Pictet Asset Management Holding SA | 0.00% | Add +20.6% | 4,443 | $290K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.0% | 4,228 | $276K |
| Quadrature Capital Ltd | 0.00% | New | 4,049 | $264K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.10% | No change | 4,000 | $261K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.7% | 3,920 | $256K |
| Los Angeles Capital Management LLC | 0.00% | New | 3,658 | $239K |
| Corton Capital Inc. | 0.59% | Add +3.4% | 3,640 | $238K |
| DRW Securities, LLC | 0.01% | Reduce -1.6% | 3,508 | $228K |
| Bank of Montreal | 0.00% | Reduce -34.0% | 3,471 | $227K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.4% | 3,367 | $221K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,376 | $221K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.7% | 3,294 | $215K |
| PharVision Advisers, LLC | 0.12% | New | 3,234 | $211K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,155 | $206K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -20.2% | 2,472 | $162K |
| Cwm, LLC | 0.00% | Reduce -1.7% | 2,392 | $156K |
| Osaic Holdings, Inc. | 0.00% | Add +6.4% | 2,256 | $148K |
| Longaeva Partners L.P. | 0.03% | New | 2,080 | $136K |
| CENTRAL TRUST Co | 0.00% | New | 2,000 | $131K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.1% | 1,932 | $126K |
| GAMMA Investing LLC | 0.01% | Add +1.2% | 1,919 | $125K |
| Smartleaf Asset Management LLC | 0.01% | Add +17.1% | 1,755 | $115K |
| Simplex Trading, LLC | 0.00% | Reduce -71.0% | 1,387 | $90K |
| Shell Asset Management Co. | 0.01% | Reduce -54.7% | 1,178 | $77K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,181 | $77K |
| CX Institutional | 0.00% | New | 1,024 | $67K |
| KBC Group NV | 0.00% | No change | 999 | $65K |
| US Bancorp \de | 0.00% | Add +0.6% | 964 | $63K |
| Aster Capital Management (DIFC) Ltd | 0.03% | Add +451.2% | 937 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +63.1% | 672 | $44K |
| Fifth Third Bancorp | 0.00% | Add +4.8% | 593 | $39K |
| Assetmark, Inc. | 0.00% | No change | 537 | $35K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.6% | 517 | $34K |
| Quarry LP | 0.01% | Add +0.8% | 499 | $33K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 440 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 440 | $29K |
| Principal Securities, Inc. | 0.00% | Add +97.3% | 373 | $24K |
| Quadrant Capital Group LLC | 0.00% | New | 371 | $24K |
| Versant Capital Management, Inc | 0.00% | No change | 346 | $23K |
| Group One Trading LLC | 0.00% | New | 342 | $22K |
| Bessemer Group Inc. | 0.00% | Add +28.0% | 279 | $18K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 266 | $17K |
| Allworth Financial LP | 0.00% | Add +6.5% | 247 | $16K |
| Rockefeller Capital Management L.P. | 0.00% | New | 230 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -16.3% | 237 | $15K |
| Signaturefd, LLC | 0.00% | Add +177.3% | 208 | $14K |
| Hughes Financial Services, LLC | 0.00% | No change | 198 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 187 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +315.4% | 162 | $11K |
| UMB Bank, n.a. | 0.00% | Add +24.2% | 123 | $8K |
| SouthState Bank Corp | 0.00% | No change | 115 | $8K |
| Arax Advisory Partners | 0.00% | Add +516.7% | 111 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | New | 110 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $7K |
| Optiver Holding B.V. | 0.00% | New | 106 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +22.4% | 104 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 101 | $7K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 100 | $7K |
| Salomon & Ludwin, LLC | 0.00% | New | 94 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 90 | $6K |
| Spire Wealth Management | 0.00% | No change | 75 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 63 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -10.7% | 50 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 50 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 48 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -30.8% | 45 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 41 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 40 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +10.0% | 22 | $1K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 21 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 20 | $1K |
| Painted Porch Advisors LLC | 0.00% | No change | 20 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $1K |
| Wealthspire Advisors, LLC | 0.00% | New | 20 | $1K |
| Avion Wealth | 0.00% | No change | 27 | $1K |
| Hemington Wealth Management | 0.00% | No change | 24 | $1K |
| Kilter Group LLC | 0.00% | Add +11.1% | 10 | $654 |
| Rise Advisors, LLC | 0.00% | No change | 10 | $654 |
| Financial Consulate, Inc. | 0.00% | New | 10 | $654 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $654 |
| DecisionPoint Financial, LLC | 0.00% | No change | 9 | $581 |
| Larson Financial Group LLC | 0.00% | Reduce -37.5% | 5 | $327 |
| Jones Financial Companies LLLP | 0.00% | No change | 4 | $270 |
| True Wealth Design, LLC | 0.00% | No change | 4 | $262 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 4 | $261 |
| Abound Wealth Management | 0.00% | No change | 3 | $197 |
| Parallel Advisors, LLC | 0.00% | New | 1 | $65 |
| Covestor Ltd | 0.00% | Reduce -83.3% | 2 | $0 |
"% of holder's portfolio" is CUBI's weight in each manager's 13F, not the share of Customers Bancorp Inc. the manager owns.