Customers BancorpCUBI
13F holders, Q4 2025 (December 31)284holders +19
44new positions
32sold out
6famous investors
$73.11avg. 13F price*
At the end of Q4 2025, 284 institutions reported holding Customers Bancorp Inc. (CUBI) in their 13F filings, up 19 from Q3 2025. 44 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($365.5M), Wellington Management Group LLP ($247.5M) and Vanguard Group Inc. ($162.4M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Customers Bancorp Inc.
- CUSIP
- 23204G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $36.5M |
| Exits | 32 | $36.3M |
All 13F filers, Q3 2025 → Q4 2025: 3,885,448 shares bought and 2,861,225 shares sold, net +1,024,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| BlackRock, Inc. | 0.01% | Add +15.8% | 4,999,040 | $365.5M |
| Wellington Management Group LLP | 0.04% | Reduce -8.5% | 3,385,333 | $247.5M |
| Vanguard Group Inc. | 0.00% | Add +3.1% | 2,221,339 | $162.4M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.9% | 1,877,035 | $137.2M |
| State Street Corp. | 0.00% | Add +1.8% | 1,832,570 | $134.0M |
| Hood River Capital Management LLC | 1.38% | Add +0.8% | 1,725,701 | $126.2M |
| American Century Companies Inc. | 0.04% | Add +1.8% | 962,430 | $70.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +3074.6% | 871,596 | $63.7M |
| Driehaus Capital Management LLC | 0.38% | Add +79.8% | 766,207 | $56.0M |
| Geode Capital Management, LLC | 0.00% | Add +9.2% | 757,845 | $55.4M |
| Nuveen, LLC | 0.01% | Add +6.2% | 563,757 | $41.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.0% | 524,745 | $38.4M |
| Morgan Stanley | 0.00% | Reduce -6.0% | 511,848 | $37.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 435,448 | $31.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +5.8% | 421,852 | $31.4M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 405,651 | $29.7M |
| Emerald Advisers, LLC | 0.74% | Add +42.5% | 330,310 | $24.2M |
| Tidal Investments LLC | 0.10% | Reduce -7.4% | 318,647 | $23.3M |
| Principal Financial Group Inc. | 0.01% | Add +61.2% | 289,856 | $21.2M |
| Tieton Capital Management, LLC | 7.24% | Reduce -0.2% | 289,602 | $21.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.4% | 275,493 | $20.1M |
| UBS Group AG | 0.00% | Add +23.3% | 273,933 | $20.0M |
| Aristotle Capital Boston, LLC | 1.08% | Reduce -9.8% | 270,214 | $19.8M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -14.5% | 248,802 | $18.2M |
| Royce & Associates LP | 0.18% | Reduce -11.3% | 237,547 | $17.4M |
| Emerald Mutual Fund Advisers Trust | 0.76% | Add +46.4% | 212,357 | $15.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.3% | 206,859 | $15.1M |
| Invesco Ltd. | 0.00% | Reduce -9.2% | 200,521 | $14.7M |
| Crawford Fund Management, LLC | 4.31% | New | 183,850 | $13.4M |
| Heartland Advisors Inc. | 0.72% | Reduce -1.1% | 182,875 | $13.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -35.3% | 180,868 | $13.2M |
| Sei Investments Co. | 0.01% | Add +50.2% | 180,558 | $13.2M |
| Voloridge Investment Management, LLC | 0.04% | Add +2.4% | 166,836 | $12.2M |
| Bridgeway Capital Management, LLC | 0.25% | Add +36.5% | 165,401 | $12.1M |
| Gator Capital Management, LLC | 2.48% | Add +1.6% | 164,330 | $12.0M |
| Philadelphia Financial Management of San Francisco, LLC | 2.45% | Reduce -39.0% | 162,129 | $11.9M |
| Empowered Funds, LLC | 0.18% | Add +43.5% | 146,481 | $10.7M |
| First Eagle Investment Management, LLC | 0.02% | Add +37.6% | 139,293 | $10.2M |
| Renaissance Technologies | 0.02% | Reduce -29.9% | 133,920 | $9.8M |
| Public Sector Pension Investment Board | 0.03% | Reduce -4.1% | 128,171 | $9.4M |
| South Dakota Investment Council | 0.17% | Reduce -11.9% | 123,938 | $9.1M |
| Prudential Financial Inc. | 0.01% | Reduce -20.1% | 121,446 | $8.9M |
| Intech Investment Management LLC | 0.08% | Add +255.1% | 120,617 | $8.8M |
| Access Investment Management LLC | 2.33% | No change | 132,415 | $8.7M |
| Squarepoint Ops LLC | 0.02% | Add +150.6% | 109,401 | $8.0M |
| Meeder Asset Management Inc. | 0.42% | No change | 106,865 | $7.8M |
| SG Americas Securities, LLC | 0.01% | Add +214.4% | 103,456 | $7.6M |
| National Philanthropic Trust | 0.07% | No change | 103,200 | $7.5M |
| Federated Hermes, Inc. | 0.01% | Add +22.9% | 102,485 | $7.5M |
| Bank of America Corp. | 0.00% | Reduce -10.7% | 101,574 | $7.4M |
| Citadel Advisors | 0.01% | Reduce -55.8% | 100,446 | $7.3M |
| Janus Henderson Group PLC | 0.00% | Add +29.6% | 100,165 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +56.1% | 92,831 | $6.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +77.8% | 91,072 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 89,789 | $6.6M |
| Rhumbline Advisers | 0.01% | Reduce -2.5% | 85,121 | $6.2M |
| LSV Asset Management | 0.01% | Reduce -30.9% | 82,000 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.5% | 79,401 | $5.8M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 79,114 | $5.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -56.5% | 76,050 | $5.6M |
| Victory Capital Management Inc. | 0.00% | Add +1499.9% | 74,189 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +2.0% | 70,101 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +3.7% | 67,223 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +213.5% | 66,516 | $4.9M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.5% | 65,372 | $4.8M |
| Swiss National Bank | 0.00% | Add +10.0% | 64,000 | $4.7M |
| Barclays PLC | 0.00% | Add +42.3% | 63,824 | $4.7M |
| De Lisle Partners LLP | 0.60% | Add +22.4% | 63,658 | $4.7M |
| Deutsche Bank AG | 0.00% | Reduce -54.3% | 58,347 | $4.3M |
| Informed Momentum Co LLC | 0.47% | Add +32.9% | 57,392 | $4.2M |
| Nomura Asset Management International Inc. | 0.01% | — | 56,490 | $4.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 51,218 | $3.7M |
| Jump Financial, LLC | 0.05% | Add +201.2% | 50,900 | $3.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +74.4% | 46,769 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -5.9% | 44,630 | $3.3M |
| Millennium Management | 0.00% | Reduce -86.9% | 42,825 | $3.1M |
| Trexquant Investment LP | 0.03% | Add +89.7% | 40,635 | $3.0M |
| Sippican Capital Advisors | 1.91% | Add +0.1% | 40,580 | $3.0M |
| New York State Teachers Retirement System | 0.01% | Add +5.9% | 40,143 | $2.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -20.0% | 39,870 | $2.9M |
| Credit Agricole S A | 0.01% | No change | 39,559 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.0% | 37,832 | $2.8M |
| Mraz, Amerine & Associates, Inc. | 0.41% | Reduce -1.2% | 37,448 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +59.3% | 36,532 | $2.7M |
| Wedge Capital Management L L P | 0.05% | Reduce -2.5% | 34,764 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +1.7% | 34,634 | $2.5M |
| Hennessy Advisors Inc. | 0.09% | Reduce -15.0% | 34,000 | $2.5M |
| Engineers Gate Manager LP | 0.03% | Reduce -7.2% | 31,977 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Add +9.2% | 30,494 | $2.2M |
| Weiss Asset Management LP | 0.04% | New | 30,276 | $2.2M |
| California State Teachers Retirement System | 0.00% | Add +0.4% | 29,606 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -17.6% | 26,939 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.56% | New | 26,036 | $1.9M |
| First Trust Advisors LP | 0.00% | Reduce -4.9% | 24,706 | $1.8M |
| Capitolis Liquid Global Markets LLC | 0.01% | No change | 24,600 | $1.8M |
| AQR Capital Management | 0.00% | Add +8.3% | 23,955 | $1.8M |
| Harbor Advisors LLC | 0.25% | Reduce -20.7% | 23,000 | $1.7M |
| Voya Investment Management LLC | 0.00% | Add +8.2% | 22,314 | $1.6M |
| Shellback Capital, LP | 0.15% | Reduce -91.9% | 21,448 | $1.6M |
| Dark Forest Capital Management LP | 0.07% | Reduce -10.6% | 21,228 | $1.6M |
| HighTower Advisors, LLC | 0.00% | New | 20,985 | $1.5M |
| EJF Capital LP | 0.87% | Reduce -20.0% | 20,954 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.4% | 20,572 | $1.5M |
| Militia Capital Partners, LP | 0.55% | New | 20,000 | $1.5M |
| Intrinsic Edge Capital Management LLC | 0.28% | New | 20,000 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Add +14.6% | 19,429 | $1.4M |
| Algert Global LLC | 0.02% | Reduce -85.6% | 18,051 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +1.3% | 17,625 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.7% | 17,459 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.1% | 17,443 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Add +8.6% | 17,434 | $1.3M |
| Pinnacle Holdings, LLC | 0.48% | No change | 17,405 | $1.3M |
| Pacific Ridge Capital Partners, LLC | 0.28% | Reduce -32.4% | 17,343 | $1.3M |
| Wakefield Asset Management LLLP | 0.33% | New | 16,701 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +3.2% | 16,547 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -31.8% | 16,114 | $1.2M |
| Comerica Bank | 0.00% | Reduce -7.8% | 15,783 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -10.6% | 14,531 | $1.1M |
| Graham Capital Management, L.P. | 0.06% | Reduce -2.6% | 15,445 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -4.3% | 15,364 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.5% | 14,843 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +8.2% | 14,600 | $1.1M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | No change | 14,403 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.2% | 14,341 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +127.5% | 14,297 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +49.4% | 13,755 | $1.0M |
| Versor Investments LP | 0.15% | Reduce -8.3% | 13,200 | $965K |
| Creative Planning | 0.00% | Add +36.8% | 12,699 | $929K |
| Quantinno Capital Management LP | 0.00% | Add +3.0% | 11,763 | $860K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -1.2% | 11,576 | $846K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +35.7% | 11,097 | $811K |
| Pathstone Holdings, LLC | 0.00% | Add +5.5% | 11,058 | $809K |
| Natixis Advisors, LLC | 0.00% | New | 10,841 | $793K |
| New York State Common Retirement Fund | 0.00% | Add +15.2% | 10,641 | $778K |
| Hussman Strategic Advisors, Inc. | 0.19% | New | 10,500 | $768K |
| Point72 Asset Management | 0.00% | New | 10,344 | $756K |
| Odyssean, LLC | 0.53% | — | 10,044 | $734K |
| DRW Securities, LLC | 0.05% | Add +175.8% | 9,674 | $707K |
| Evergreen Capital Management LLC | 0.02% | New | 9,457 | $691K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +15.6% | 9,250 | $676K |
| Amalgamated Bank | 0.00% | Add +6.6% | 9,243 | $676K |
| Sterling Capital Management LLC | 0.01% | Reduce -1.9% | 9,235 | $675K |
| Arizona State Retirement System | 0.00% | Add +3.0% | 9,146 | $669K |
| CenterBook Partners LP | 0.03% | Reduce -68.1% | 8,865 | $648K |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.7% | 8,562 | $645K |
| FMR LLC | 0.00% | Add +9.7% | 8,604 | $629K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.2% | 8,210 | $600K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -3.2% | 8,203 | $600K |
| Summit Global Investments | 0.03% | New | 7,927 | $580K |
| Arcus Capital Partners, LLC | 0.21% | Add +25.3% | 7,927 | $580K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.0% | 7,867 | $575K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,576 | $554K |
| Marshall Wace, LLP | 0.00% | Reduce -86.1% | 7,566 | $553K |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.3% | 7,452 | $545K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.4% | 7,420 | $542K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +9.0% | 7,271 | $532K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.4% | 6,995 | $511K |
| KLP Kapitalforvaltning As | 0.00% | Add +15.0% | 6,900 | $505K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 6,714 | $491K |
| Inspire Investing, LLC | 0.04% | Reduce -9.1% | 6,404 | $468K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -56.2% | 6,246 | $457K |
| ProShare Advisors LLC | 0.00% | Add +11.6% | 6,220 | $455K |
| Aquatic Capital Management LLC | 0.01% | Reduce -33.4% | 6,142 | $449K |
| AlphaQuest LLC | 0.02% | Reduce -4.7% | 5,924 | $433K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -96.3% | 5,898 | $431K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 5,842 | $427K |
| Lazard Asset Management LLC | 0.00% | Reduce -28.0% | 5,670 | $415K |
| Lido Advisors, LLC | 0.00% | Add +3.0% | 6,135 | $412K |
| Sageworth Trust Co | 0.02% | No change | 5,452 | $399K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -27.4% | 5,439 | $398K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 5,306 | $388K |
| Acadian Asset Management LLC | 0.00% | New | 5,178 | $378K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.0% | 4,932 | $361K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 4,900 | $358K |
| Yorktown Management & Research Co Inc | 0.28% | No change | 4,850 | $355K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.1% | 4,689 | $343K |
| Maryland State Retirement & Pension System | 0.01% | Add +10.3% | 4,663 | $341K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.12% | Add +12.5% | 4,500 | $329K |
| Profund Advisors LLC | 0.01% | New | 4,371 | $320K |
| Amundi | 0.00% | Reduce -17.4% | 4,370 | $320K |
| Truist Financial Corp. | 0.00% | New | 4,282 | $313K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,091 | $299K |
| Caxton Associates LLP | 0.01% | New | 4,043 | $296K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,812 | $279K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,795 | $277K |
| XTX Topco Ltd | 0.01% | New | 3,701 | $271K |
| Mutual of America Capital Management LLC | 0.00% | Add +10.3% | 3,632 | $266K |
| Xponance LLC | 0.00% | New | 3,554 | $260K |
| Contravisory Investment Management, Inc. | 0.05% | New | 3,514 | $257K |
| Cary Street Partners Financial LLC | 0.01% | New | 3,500 | $256K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.7% | 3,310 | $255K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.0% | 3,478 | $254K |
| Canada Pension Plan Investment Board | 0.00% | New | 3,400 | $249K |
| Los Angeles Capital Management LLC | 0.00% | No change | 3,658 | $246K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -64.7% | 3,334 | $244K |
| Abacus Wealth Partners, LLC | 0.02% | New | 3,279 | $240K |
| Neuberger Berman Group LLC | 0.00% | New | 3,246 | $237K |
| M&T Bank Corp | 0.00% | New | 3,082 | $225K |
| Bank of Montreal | 0.00% | Reduce -11.4% | 3,075 | $225K |
| Cetera Investment Advisers | 0.00% | New | 3,070 | $224K |
| Virtus Advisers, LLC | 0.11% | New | 3,000 | $219K |
| Corient Private Wealth LP | 0.00% | New | 2,999 | $219K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,949 | $216K |
| Focus Partners Wealth | 0.00% | New | 2,874 | $210K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,867 | $210K |
| nVerses Capital, LLC | 0.46% | — | 2,821 | $206K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.1% | 2,599 | $190K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 2,359 | $172K |
| Quantbot Technologies LP | 0.01% | Reduce -96.4% | 2,265 | $166K |
| Hamilton Capital Partners Inc. | 0.01% | New | 2,254 | $165K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.5% | 2,200 | $161K |
| GAMMA Investing LLC | 0.01% | Add +4.7% | 2,010 | $147K |
| CENTRAL TRUST Co | 0.00% | No change | 2,000 | $146K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.5% | 1,764 | $129K |
| Royal Bank of Canada | 0.00% | Reduce -95.8% | 1,660 | $121K |
| KBC Group NV | 0.00% | Add +59.7% | 1,595 | $117K |
| Rockefeller Capital Management L.P. | 0.00% | Add +528.3% | 1,445 | $106K |
| Kemnay Advisory Services Inc. | 0.02% | New | 1,437 | $105K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -37.2% | 1,214 | $89K |
| CX Institutional | 0.00% | Add +16.1% | 1,189 | $87K |
| US Bancorp \de | 0.00% | Reduce -0.6% | 958 | $70K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,181 | $61K |
| Signature Equity Partners, LLC | 0.03% | — | 757 | $55K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 720 | $53K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +216.0% | 591 | $43K |
| Fifth Third Bancorp | 0.00% | Reduce -3.0% | 575 | $42K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.1% | 506 | $37K |
| Group One Trading LLC | 0.00% | Add +46.8% | 502 | $37K |
| Assetmark, Inc. | 0.00% | Reduce -8.9% | 489 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 440 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -34.8% | 438 | $32K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +62.4% | 432 | $32K |
| Quadrant Capital Group LLC | 0.00% | Add +2.2% | 379 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +3.8% | 359 | $26K |
| Arax Advisory Partners | 0.00% | Add +218.9% | 354 | $26K |
| Larson Financial Group LLC | 0.00% | Add +6340.0% | 322 | $24K |
| Bessemer Group Inc. | 0.00% | Add +6.1% | 296 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Add +71.6% | 278 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Add +173.4% | 257 | $20K |
| Allworth Financial LP | 0.00% | Add +6.5% | 263 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 233 | $17K |
| Bard Associates Inc. | 0.00% | New | 200 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $15K |
| Hughes Financial Services, LLC | 0.00% | No change | 198 | $14K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 159 | $12K |
| UMB Bank, n.a. | 0.00% | Add +14.6% | 141 | $10K |
| Hillsdale Investment Management Inc. | 0.00% | Add +9.1% | 120 | $9K |
| Signaturefd, LLC | 0.00% | Reduce -43.3% | 118 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 101 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.9% | 101 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 100 | $7K |
| Vision Retirement, LLC | 0.00% | — | 95 | $7K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -90.0% | 94 | $7K |
| SouthState Bank Corp | 0.00% | Reduce -21.7% | 90 | $7K |
| Quarry LP | 0.00% | Reduce -82.2% | 89 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 63 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 50 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 48 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 45 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -10.0% | 36 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +35.0% | 27 | $2K |
| Torren Management, LLC | 0.00% | — | 26 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 21 | $2K |
| Jones Financial Companies LLLP | 0.00% | Add +400.0% | 20 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 18 | $1K |
| Westside Investment Management, Inc. | 0.00% | New | 18 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -15.0% | 17 | $1K |
| Optiver Holding B.V. | 0.00% | Reduce -84.0% | 17 | $1K |
| Kilter Group LLC | 0.00% | Add +60.0% | 16 | $1K |
| Avion Wealth | 0.00% | No change | 27 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 12 | $877 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $731 |
| DecisionPoint Financial, LLC | 0.00% | No change | 9 | $659 |
| Global Retirement Partners, LLC | 0.00% | New | 8 | $585 |
| CIBC Private Wealth Group LLC | 0.00% | New | 7 | $512 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 7 | $512 |
| True Wealth Design, LLC | 0.00% | No change | 4 | $293 |
| Ankerstar Wealth, LLC | 0.00% | — | 4 | $292 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $292 |
| Abound Wealth Management | 0.00% | No change | 3 | $220 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 3 | $220 |
| Gilpin Wealth Management, LLC | 0.00% | — | 2 | $147 |
| Covestor Ltd | 0.00% | No change | 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.