Customers BancorpCUBI
13F holders, Q1 2026 (March 31)282holders −2
30new positions
32sold out
6famous investors
$69.42avg. 13F price*
At the end of Q1 2026, 282 institutions reported holding Customers Bancorp Inc. (CUBI) in their 13F filings, down 2 from Q4 2025. 30 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($346.5M), Wellington Management Group LLP ($270.0M) and State Street Corp. ($138.2M). 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $13.1M |
| Exits | 32 | $38.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,858,925 shares bought and 2,094,483 shares sold, net +1,764,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 282 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 4,991,930 | $346.5M |
| Wellington Management Group LLP | 0.05% | Add +14.9% | 3,889,544 | $270.0M |
| State Street Corp. | 0.00% | Add +8.6% | 1,990,570 | $138.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.5% | 1,942,989 | $134.9M |
| Hood River Capital Management LLC | 1.20% | Add +0.3% | 1,731,310 | $120.2M |
| Vanguard Capital Management LLC | 0.00% | — | 1,363,616 | $94.6M |
| American Century Companies Inc. | 0.04% | Add +14.9% | 1,105,548 | $76.7M |
| UBS Group AG | 0.01% | Add +275.6% | 1,028,913 | $71.4M |
| Geode Capital Management, LLC | 0.00% | Add +16.4% | 882,320 | $61.3M |
| Assenagon Asset Management S.A. | 0.09% | Add +213.0% | 778,789 | $54.1M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -15.3% | 737,884 | $51.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 642,720 | $44.6M |
| Driehaus Capital Management LLC | 0.32% | Reduce -18.6% | 623,514 | $43.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.4% | 537,293 | $37.3M |
| Nuveen, LLC | 0.01% | Reduce -13.6% | 486,933 | $33.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +9.5% | 461,956 | $32.8M |
| Northern Trust Corp. | 0.00% | Add +2.2% | 414,648 | $28.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +50.4% | 414,330 | $28.8M |
| Morgan Stanley | 0.00% | Reduce -19.8% | 410,282 | $28.5M |
| Invesco Ltd. | 0.00% | Add +71.2% | 343,342 | $23.8M |
| Emerald Advisers, LLC | 0.75% | Add +3.9% | 343,209 | $23.8M |
| Tidal Investments LLC | 0.07% | Reduce -4.7% | 303,642 | $21.1M |
| Aristotle Capital Boston, LLC | 1.23% | Add +5.3% | 284,407 | $19.7M |
| Tieton Capital Management, LLC | 6.08% | Reduce -9.6% | 261,743 | $18.2M |
| Sei Investments Co. | 0.02% | Add +41.2% | 254,971 | $17.7M |
| Emerald Mutual Fund Advisers Trust | 0.82% | Add +14.1% | 242,313 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -17.1% | 240,333 | $16.7M |
| Two Sigma Investments, LP | 0.01% | Add +206.0% | 232,716 | $16.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 206,056 | $14.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.6% | 210,519 | $14.2M |
| Crawford Fund Management, LLC | 4.61% | Add +10.8% | 203,750 | $14.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.7% | 201,197 | $14.0M |
| Royce & Associates LP | 0.14% | Reduce -15.8% | 200,122 | $13.9M |
| Gator Capital Management, LLC | 2.84% | Add +16.6% | 191,571 | $13.3M |
| Renaissance Technologies | 0.02% | Add +34.2% | 179,720 | $12.5M |
| Bridgeway Capital Management, LLC | 0.24% | Add +4.3% | 172,489 | $12.0M |
| Heartland Advisors Inc. | 0.60% | Reduce -6.6% | 170,775 | $11.9M |
| Bank of America Corp. | 0.00% | Add +62.0% | 164,595 | $11.4M |
| Empowered Funds, LLC | 0.07% | Add +4.9% | 153,602 | $10.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -18.9% | 146,702 | $10.2M |
| Access Investment Management LLC | 2.59% | Add +5.7% | 139,940 | $9.7M |
| Franklin Resources Inc. | 0.00% | Add +105.1% | 137,874 | $9.6M |
| Victory Capital Management Inc. | 0.01% | Add +83.6% | 136,218 | $9.5M |
| Millennium Management | 0.01% | Add +213.1% | 134,101 | $9.3M |
| Public Sector Pension Investment Board | 0.03% | Add +3.2% | 132,287 | $9.2M |
| Philadelphia Financial Management of San Francisco, LLC | 2.76% | Reduce -23.5% | 124,100 | $8.6M |
| Prudential Financial Inc. | 0.01% | Add +1.0% | 122,711 | $8.5M |
| Federated Hermes, Inc. | 0.01% | Add +6.3% | 108,994 | $7.6M |
| South Dakota Investment Council | 0.14% | Reduce -13.2% | 107,604 | $7.5M |
| Meeder Asset Management Inc. | 0.43% | Add +0.2% | 107,099 | $7.4M |
| National Philanthropic Trust | 0.08% | No change | 103,200 | $7.2M |
| Squarepoint Ops LLC | 0.01% | Reduce -10.1% | 98,315 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +44.6% | 96,216 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 93,081 | $6.5M |
| Rhumbline Advisers | 0.01% | Add +2.6% | 87,320 | $6.1M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -48.5% | 85,865 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.2% | 81,947 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.2% | 80,617 | $5.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +65.5% | 77,380 | $5.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -17.4% | 75,271 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -9.5% | 71,614 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 67,917 | $4.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -35.9% | 66,308 | $4.6M |
| Swiss National Bank | 0.00% | No change | 64,000 | $4.4M |
| De Lisle Partners LLP | 0.53% | No change | 63,658 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +6.8% | 62,286 | $4.3M |
| Citadel Advisors | 0.00% | Reduce -38.7% | 61,535 | $4.3M |
| Jump Financial, LLC | 0.07% | Add +20.1% | 61,110 | $4.2M |
| Mackenzie Financial Corp. | 0.00% | Add +85.4% | 56,526 | $3.9M |
| Citigroup Inc. | 0.00% | Add +13.4% | 50,608 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.0% | 48,427 | $3.4M |
| Intech Investment Management LLC | 0.03% | Reduce -61.8% | 46,045 | $3.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +9.6% | 43,683 | $3.0M |
| Sippican Capital Advisors | 1.89% | Reduce -2.0% | 39,754 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +33.8% | 39,610 | $2.7M |
| Credit Agricole S A | 0.01% | No change | 39,559 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +121.2% | 38,619 | $2.7M |
| Mraz, Amerine & Associates, Inc. | 0.38% | Reduce -2.2% | 36,633 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 34,607 | $2.5M |
| HRT Financial LP | 0.01% | New | 33,101 | $2.3M |
| Wedge Capital Management L L P | 0.04% | Reduce -5.0% | 33,034 | $2.3M |
| Hennessy Advisors Inc. | 0.08% | Reduce -2.9% | 33,000 | $2.3M |
| XTX Topco Ltd | 0.04% | Add +743.8% | 31,228 | $2.2M |
| Walleye Capital LLC | 0.01% | New | 28,507 | $2.0M |
| AQR Capital Management | 0.00% | Add +15.4% | 27,650 | $1.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 27,015 | $1.9M |
| Barclays PLC | 0.00% | Reduce -58.8% | 26,328 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -4.2% | 25,805 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.52% | Reduce -2.2% | 25,454 | $1.8M |
| Martingale Asset Management L P | 0.04% | New | 24,730 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -4.3% | 23,657 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Add +592.3% | 23,080 | $1.6M |
| Harbor Advisors LLC | 0.23% | No change | 23,000 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -0.2% | 22,260 | $1.5M |
| EJF Capital LP | 1.08% | Add +5.0% | 21,996 | $1.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 21,917 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +11.7% | 21,709 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -46.8% | 21,342 | $1.5M |
| WINTON GROUP Ltd | 0.05% | Add +25.6% | 20,775 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +73.3% | 20,387 | $1.4M |
| Quantbot Technologies LP | 0.06% | Add +776.8% | 19,860 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +72.0% | 19,089 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +1.2% | 17,843 | $1.2M |
| Engineers Gate Manager LP | 0.02% | Reduce -45.3% | 17,499 | $1.2M |
| Pinnacle Holdings, LLC | 0.43% | No change | 17,405 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +57.8% | 17,110 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.1% | 17,071 | $1.2M |
| Wakefield Asset Management LLLP | 0.31% | Add +0.9% | 16,848 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Add +15.8% | 16,831 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.1% | 16,446 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +6.9% | 16,424 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +2688.7% | 16,035 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -84.3% | 15,722 | $1.1M |
| Summit Global Investments | 0.06% | Add +93.5% | 15,335 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.2% | 15,020 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.5% | 14,700 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 14,403 | $1000K |
| MML Investors Services, LLC | 0.00% | Add +3.0% | 14,166 | $983K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.4% | 14,100 | $979K |
| Wells Fargo & Company | 0.00% | Reduce -64.2% | 13,098 | $909K |
| Graham Capital Management, L.P. | 0.04% | Reduce -19.2% | 12,479 | $866K |
| Militia Capital Management LLC | 0.19% | — | 12,465 | $865K |
| Horizon Investments, LLC | 0.01% | New | 11,861 | $823K |
| Pacific Ridge Capital Partners, LLC | 0.16% | Reduce -36.8% | 10,959 | $761K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -5.7% | 10,921 | $758K |
| New York State Common Retirement Fund | 0.00% | No change | 10,641 | $739K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -28.9% | 10,161 | $705K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +62.6% | 10,156 | $705K |
| Royal Bank of Canada | 0.00% | Add +509.3% | 10,114 | $702K |
| Intrinsic Edge Capital Management LLC | 0.13% | Reduce -50.0% | 10,000 | $694K |
| CenterBook Partners LP | 0.04% | Add +7.6% | 9,540 | $662K |
| Zacks Investment Management | 0.01% | New | 9,468 | $657K |
| Arcus Capital Partners, LLC | 0.23% | Add +18.3% | 9,377 | $651K |
| Inceptionr LLC | 0.16% | New | 9,351 | $649K |
| VARCOV Co. | 0.24% | New | 9,341 | $648K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 9,246 | $642K |
| Allstate Corp. | 0.01% | New | 9,207 | $639K |
| Pathstone Holdings, LLC | 0.00% | Reduce -17.1% | 9,167 | $636K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 9,162 | $636K |
| Arizona State Retirement System | 0.00% | Reduce -2.4% | 8,923 | $619K |
| DRW Securities, LLC | 0.03% | Reduce -8.3% | 8,870 | $616K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.4% | 8,735 | $606K |
| Jones Financial Companies LLLP | 0.00% | Add +44115.0% | 8,843 | $598K |
| FMR LLC | 0.00% | Reduce -0.7% | 8,541 | $593K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.3% | 8,454 | $587K |
| Creative Planning | 0.00% | Reduce -34.2% | 8,358 | $580K |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 8,203 | $569K |
| Aquatic Capital Management LLC | 0.02% | Add +31.6% | 8,081 | $561K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 7,863 | $546K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,576 | $526K |
| HSBC Holdings PLC | 0.00% | New | 7,541 | $519K |
| Inspire Investing, LLC | 0.03% | Add +16.2% | 7,440 | $516K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 7,420 | $515K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.7% | 7,319 | $508K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.3% | 7,200 | $500K |
| Lido Advisors, LLC | 0.00% | Add +15.2% | 7,069 | $491K |
| Optimize Financial Inc. | 0.24% | New | 7,063 | $490K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.1% | 6,916 | $480K |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.2% | 6,844 | $475K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.1% | 6,643 | $461K |
| Amundi | 0.00% | Add +46.9% | 6,419 | $446K |
| Teacher Retirement System of Texas | 0.00% | New | 6,411 | $445K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +83.7% | 6,388 | $443K |
| Lazard Asset Management LLC | 0.00% | Add +6.2% | 6,024 | $418K |
| Truist Financial Corp. | 0.00% | Add +40.6% | 6,021 | $418K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.17% | Add +28.9% | 5,800 | $403K |
| Point72 Asset Management | 0.00% | Reduce -44.2% | 5,771 | $401K |
| Sterling Capital Management LLC | 0.01% | Reduce -37.6% | 5,763 | $400K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.6% | 5,604 | $389K |
| Bailard, Inc. | 0.01% | New | 5,600 | $389K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.8% | 5,485 | $381K |
| Sageworth Trust Co | 0.02% | No change | 5,452 | $378K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 5,296 | $368K |
| Mercer Global Advisors Inc. | 0.00% | Add +33.1% | 5,053 | $351K |
| Marshall Wace, LLP | 0.00% | Reduce -34.0% | 4,993 | $347K |
| ProShare Advisors LLC | 0.00% | Reduce -19.9% | 4,979 | $346K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 4,900 | $340K |
| Yorktown Management & Research Co Inc | 0.28% | No change | 4,850 | $337K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +0.5% | 4,713 | $327K |
| Bank of Montreal | 0.00% | Add +52.3% | 4,684 | $325K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,663 | $324K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -91.0% | 4,607 | $320K |
| GTS Securities LLC | 0.01% | New | 4,567 | $317K |
| Hillsdale Investment Management Inc. | 0.01% | Add +3666.7% | 4,520 | $314K |
| EP Wealth Advisors, LLC | 0.00% | Add +8.3% | 4,429 | $307K |
| LSV Asset Management | 0.00% | Reduce -94.9% | 4,200 | $292K |
| Aigen Investment Management, LP | 0.07% | New | 4,174 | $290K |
| Cetera Investment Advisers | 0.00% | Add +32.6% | 4,071 | $283K |
| Xponance LLC | 0.00% | Add +14.2% | 4,057 | $282K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.9% | 3,883 | $270K |
| Los Angeles Capital Management LLC | 0.00% | Add +6.1% | 3,881 | $269K |
| Capstone Investment Advisors, LLC | 0.00% | New | 3,690 | $256K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.2% | 3,639 | $253K |
| Neuberger Berman Group LLC | 0.00% | Add +11.9% | 3,634 | $252K |
| Marex Group Ltd | 0.00% | New | 3,627 | $252K |
| Contravisory Investment Management, Inc. | 0.05% | No change | 3,514 | $244K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,500 | $243K |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,400 | $236K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -63.8% | 3,350 | $233K |
| LPL Financial LLC | 0.00% | New | 3,233 | $224K |
| Focus Partners Wealth | 0.00% | Add +10.3% | 3,171 | $220K |
| M&T Bank Corp | 0.00% | Reduce -0.2% | 3,076 | $214K |
| Profund Advisors LLC | 0.01% | Reduce -31.2% | 3,006 | $209K |
| Virtus Advisers, LLC | 0.10% | No change | 3,000 | $208K |
| Osaic Holdings, Inc. | 0.00% | Add +35.0% | 2,971 | $206K |
| Two Sigma Securities, LLC | 0.02% | New | 2,898 | $201K |
| Vestcor Inc | 0.01% | New | 2,854 | $198K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,599 | $180K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +98.3% | 2,407 | $167K |
| Cwm, LLC | 0.00% | Reduce -2.5% | 2,301 | $160K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 2,254 | $156K |
| Kemnay Advisory Services Inc. | 0.02% | Add +55.4% | 2,233 | $155K |
| CENTRAL TRUST Co | 0.00% | No change | 2,000 | $139K |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.5% | 1,886 | $131K |
| GAMMA Investing LLC | 0.01% | Reduce -6.3% | 1,884 | $131K |
| Forum Finance Group S.A. | 0.07% | — | 2,100 | $120K |
| KBC Group NV | 0.00% | No change | 1,595 | $111K |
| CX Institutional | 0.00% | Add +10.9% | 1,319 | $92K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +108.5% | 1,232 | $86K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,181 | $81K |
| US Bancorp \de | 0.00% | No change | 958 | $66K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -52.8% | 832 | $56K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +4.0% | 749 | $52K |
| Signature Equity Partners, LLC | 0.03% | Reduce -2.9% | 735 | $51K |
| Simplex Trading, LLC | 0.00% | New | 734 | $51K |
| Assetmark, Inc. | 0.00% | Add +15.8% | 566 | $39K |
| Bessemer Group Inc. | 0.00% | Add +78.4% | 528 | $37K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +19.2% | 515 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +400.0% | 500 | $35K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.4% | 504 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.0% | 451 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 440 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Add +65.4% | 425 | $30K |
| Versant Capital Management, Inc | 0.00% | Add +10.9% | 398 | $28K |
| Quadrant Capital Group LLC | 0.00% | Reduce -22.4% | 294 | $20K |
| Allworth Financial LP | 0.00% | Add +6.1% | 279 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -8.3% | 255 | $18K |
| Group One Trading LLC | 0.00% | Reduce -59.8% | 202 | $14K |
| Bard Associates Inc. | 0.00% | No change | 200 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $14K |
| Hughes Financial Services, LLC | 0.00% | Add +0.5% | 199 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +61.4% | 163 | $11K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 159 | $11K |
| UMB Bank, n.a. | 0.00% | Add +8.5% | 153 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -1.7% | 116 | $8K |
| Advisory Services Network, LLC | 0.00% | New | 103 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +110.4% | 101 | $7K |
| Fortitude Family Office, LLC | 0.00% | Reduce -2.0% | 99 | $7K |
| Vision Retirement, LLC | 0.00% | No change | 95 | $7K |
| SouthState Bank Corp | 0.00% | No change | 90 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 76 | $5K |
| Quarry LP | 0.00% | Reduce -20.2% | 71 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -80.2% | 70 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 63 | $4K |
| Rothschild Investment LLC | 0.00% | Add +24.4% | 56 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 50 | $3K |
| Optiver Holding B.V. | 0.00% | Add +129.4% | 39 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +29.6% | 35 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 33 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 26 | $2K |
| MAI Capital Management | 0.00% | New | 24 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 22 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 18 | $1K |
| Kilter Group LLC | 0.00% | Add +6.3% | 17 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -52.8% | 17 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 17 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 17 | $1K |
| Whipplewood Advisors, LLC | 0.00% | New | 15 | $1K |
| Avion Wealth | 0.00% | No change | 27 | $1K |
| Torren Management, LLC | 0.00% | Reduce -57.7% | 11 | $764 |
| Larson Financial Group LLC | 0.00% | Reduce -96.6% | 11 | $764 |
| DecisionPoint Financial, LLC | 0.00% | No change | 9 | $625 |
| Zions Bancorporation, National Association | 0.00% | New | 6 | $416 |
| Ankerstar Wealth, LLC | 0.00% | No change | 4 | $278 |
| True Wealth Design, LLC | 0.00% | No change | 4 | $278 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $278 |
| Abound Wealth Management | 0.00% | No change | 3 | $209 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 3 | $209 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 2 | $139 |
| GHP Investment Advisors, Inc. | 0.00% | New | 2 | $139 |
| 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.