Customers BancorpCUBI
13F holders, Q2 2026 (June 30)298holders +16
37new positions
23sold out
7famous investors
$79.08avg. 13F price*
At the end of Q2 2026, 298 institutions reported holding Customers Bancorp Inc. (CUBI) in their 13F filings, up 16 from Q1 2026. 37 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($385.2M), Wellington Management Group LLP ($319.2M) and State Street Corp. ($164.5M). 7 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $19.5M |
| Exits | 23 | $8.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,040,393 shares bought and 2,083,771 shares sold, net −43,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| BlackRock, Inc. | 0.01% | Reduce -2.5% | 4,869,339 | $385.2M |
| Wellington Management Group LLP | 0.06% | Add +3.8% | 4,035,500 | $319.2M |
| State Street Corp. | 0.00% | Add +4.5% | 2,079,651 | $164.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.5% | 2,012,060 | $159.2M |
| Hood River Capital Management LLC | 1.11% | Add +12.2% | 1,941,996 | $153.6M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.3% | 1,359,670 | $107.5M |
| American Century Companies Inc. | 0.04% | Add +6.1% | 1,173,042 | $92.8M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 910,283 | $72.0M |
| UBS Group AG | 0.01% | Reduce -32.1% | 698,088 | $55.2M |
| Vanguard Portfolio Management LLC | 0.00% | Add +3.5% | 665,407 | $52.6M |
| Driehaus Capital Management LLC | 0.29% | Add +1.8% | 634,687 | $50.2M |
| Assenagon Asset Management S.A. | 0.06% | Reduce -25.1% | 583,568 | $46.2M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +21.9% | 562,917 | $45.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.3% | 503,291 | $39.8M |
| Nuveen, LLC | 0.01% | Add +1.4% | 493,505 | $39.0M |
| Northern Trust Corp. | 0.00% | Add +3.4% | 428,826 | $33.9M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 401,607 | $31.8M |
| Invesco Ltd. | 0.00% | Add +13.1% | 388,415 | $30.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -49.3% | 373,967 | $29.6M |
| Emerald Advisers, LLC | 0.62% | Reduce -2.5% | 334,660 | $26.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.0% | 306,467 | $24.2M |
| Two Sigma Investments, LP | 0.02% | Add +30.3% | 303,141 | $24.0M |
| Tidal Investments LLC | 0.06% | Reduce -1.4% | 299,421 | $23.7M |
| Bridgeway Capital Management, LLC | 0.37% | Add +52.6% | 263,275 | $20.8M |
| Tieton Capital Management, LLC | 5.83% | Reduce -2.1% | 256,178 | $20.3M |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 249,943 | $19.9M |
| Principal Financial Group Inc. | 0.01% | Add +3.1% | 247,896 | $19.6M |
| Aristotle Capital Boston, LLC | 1.29% | Reduce -14.7% | 242,607 | $19.2M |
| Emerald Mutual Fund Advisers Trust | 0.67% | Reduce -0.7% | 240,511 | $19.0M |
| Royce & Associates LP | 0.14% | Add +11.4% | 222,888 | $17.6M |
| D. E. Shaw & Co. | 0.01% | Add +51.4% | 222,140 | $17.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.6% | 209,318 | $16.6M |
| Bank of New York Mellon Corp | 0.00% | Add +2.9% | 206,943 | $16.4M |
| Crawford Fund Management, LLC | 4.94% | No change | 203,750 | $16.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +156.2% | 198,243 | $15.7M |
| Sei Investments Co. | 0.01% | Reduce -23.6% | 194,769 | $15.4M |
| Federated Hermes, Inc. | 0.02% | Add +56.1% | 170,103 | $13.5M |
| Gator Capital Management, LLC | 2.74% | Reduce -15.9% | 161,030 | $12.7M |
| Empowered Funds, LLC | 0.07% | Add +2.9% | 158,088 | $12.5M |
| Renaissance Technologies | 0.02% | Reduce -12.3% | 157,520 | $12.5M |
| Heartland Advisors Inc. | 0.53% | Reduce -12.2% | 150,000 | $11.9M |
| Franklin Resources Inc. | 0.00% | Add +6.5% | 146,884 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -13.9% | 141,686 | $11.2M |
| Access Investment Management LLC | 2.85% | Add +0.4% | 140,549 | $11.1M |
| Squarepoint Ops LLC | 0.02% | Add +39.9% | 137,530 | $10.9M |
| Public Sector Pension Investment Board | 0.03% | Reduce -1.6% | 130,169 | $10.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.5% | 130,021 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +24.1% | 115,479 | $9.1M |
| Meeder Asset Management Inc. | 0.45% | Add +4.9% | 112,372 | $8.9M |
| Philadelphia Financial Management of San Francisco, LLC | 2.43% | Reduce -9.6% | 112,143 | $8.9M |
| National Philanthropic Trust | 0.12% | No change | 103,200 | $8.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +16.7% | 95,660 | $7.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.6% | 95,649 | $7.6M |
| Citadel Advisors | 0.00% | Add +54.2% | 94,910 | $7.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.4% | 84,136 | $6.7M |
| Rhumbline Advisers | 0.00% | Reduce -12.1% | 76,799 | $6.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +1.1% | 76,119 | $6.0M |
| Mackenzie Financial Corp. | 0.01% | Add +31.9% | 74,572 | $5.9M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 72,107 | $5.7M |
| South Dakota Investment Council | 0.10% | Reduce -34.7% | 70,221 | $5.6M |
| Prudential Financial Inc. | 0.01% | Reduce -44.6% | 68,011 | $5.4M |
| Swiss National Bank | 0.00% | Add +1.9% | 65,200 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 64,319 | $5.1M |
| De Lisle Partners LLP | 0.52% | Reduce -6.3% | 59,658 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.9% | 57,098 | $4.5M |
| Citigroup Inc. | 0.00% | Add +1.2% | 51,207 | $4.1M |
| Forum Finance Group S.A. | 1.43% | Add +2857.1% | 62,100 | $4.0M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -42.7% | 49,235 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +90.8% | 45,135 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +300.6% | 40,690 | $3.2M |
| Militia Capital Management LLC | 0.57% | Add +220.9% | 40,000 | $3.2M |
| Sippican Capital Advisors | 1.92% | No change | 39,754 | $3.1M |
| Credit Agricole S A | 0.01% | No change | 39,559 | $3.1M |
| Trexquant Investment LP | 0.02% | New | 38,756 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 38,589 | $3.1M |
| Mraz, Amerine & Associates, Inc. | 0.41% | Reduce -1.8% | 35,967 | $2.8M |
| Millennium Management | 0.00% | Reduce -73.5% | 35,486 | $2.8M |
| HRT Financial LP | 0.01% | Add +6.5% | 35,269 | $2.8M |
| Hennessy Advisors Inc. | 0.09% | Add +6.1% | 35,000 | $2.8M |
| XTX Topco Ltd | 0.04% | Add +11.1% | 34,706 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Add +13.7% | 39,337 | $2.7M |
| AQR Capital Management | 0.00% | Add +21.6% | 33,614 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +102.4% | 33,292 | $2.6M |
| Deutsche Bank AG | 0.00% | Reduce -46.8% | 33,161 | $2.6M |
| Wedge Capital Management L L P | 0.04% | Reduce -5.3% | 31,275 | $2.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -29.6% | 30,774 | $2.4M |
| WINTON GROUP Ltd | 0.08% | Add +43.7% | 29,848 | $2.4M |
| Martingale Asset Management L P | 0.05% | Add +13.7% | 28,122 | $2.2M |
| Scotia Capital Inc. | 0.01% | New | 28,033 | $2.2M |
| Voya Investment Management LLC | 0.00% | Add +24.2% | 27,641 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +35.3% | 27,579 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +109.1% | 27,387 | $2.2M |
| Integrated Quantitative Investments LLC | 0.35% | New | 26,912 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +54.5% | 26,430 | $2.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.0% | 26,217 | $2.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +14.9% | 25,173 | $2.0M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +13.5% | 24,634 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.3% | 24,167 | $1.9M |
| Harbor Advisors LLC | 0.23% | No change | 23,000 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Add +217.8% | 21,749 | $1.7M |
| Quantbot Technologies LP | 0.07% | Add +7.8% | 21,402 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Add +0.2% | 21,386 | $1.7M |
| Hussman Strategic Advisors, Inc. | 0.38% | New | 21,000 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 20,937 | $1.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +510.4% | 20,450 | $1.6M |
| Horizon Investments, LLC | 0.02% | Add +69.0% | 20,045 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 19,089 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.48% | Reduce -27.9% | 18,348 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +1.9% | 18,179 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +99.5% | 17,640 | $1.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 18,065 | $1.4M |
| Barclays PLC | 0.00% | Reduce -33.0% | 17,629 | $1.4M |
| Pinnacle Holdings, LLC | 0.45% | Reduce -0.2% | 17,370 | $1.4M |
| Wakefield Asset Management LLLP | 0.30% | Add +1.6% | 17,118 | $1.4M |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.3% | 16,640 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +16.6% | 16,524 | $1.3M |
| EJF Capital LP | 0.86% | Reduce -25.8% | 16,331 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -65.1% | 16,058 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.7% | 16,049 | $1.3M |
| Jupiter Topco LLC | 0.00% | — | 15,722 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.6% | 15,377 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -9.6% | 14,498 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.3% | 14,381 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.1% | 13,800 | $1.1M |
| Jump Financial, LLC | 0.01% | Reduce -77.5% | 13,741 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.01% | New | 13,558 | $1.1M |
| Summit Global Investments | 0.06% | Reduce -16.2% | 12,850 | $1.0M |
| Bailard, Inc. | 0.02% | Add +125.0% | 12,600 | $997K |
| New York State Common Retirement Fund | 0.00% | Add +12.2% | 11,941 | $945K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -31.9% | 11,617 | $918K |
| Arcus Capital Partners, LLC | 0.37% | Add +20.3% | 11,276 | $892K |
| Legato Capital Management LLC | 0.07% | New | 11,099 | $878K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5374.5% | 10,949 | $866K |
| Pacific Ridge Capital Partners, LLC | 0.16% | Reduce -1.1% | 10,834 | $857K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -6.3% | 10,238 | $810K |
| Point72 Asset Management | 0.00% | Add +72.4% | 9,949 | $787K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.3% | 9,729 | $770K |
| SG Americas Securities, LLC | 0.00% | Reduce -85.8% | 9,416 | $745K |
| Allstate Corp. | 0.01% | Add +1.1% | 9,310 | $736K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.5% | 9,305 | $736K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 9,246 | $731K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 8,968 | $709K |
| FMR LLC | 0.00% | Add +4.2% | 8,903 | $704K |
| Inspire Investing, LLC | 0.03% | Add +15.6% | 8,599 | $680K |
| Amalgamated Bank | 0.00% | Reduce -7.8% | 8,445 | $668K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.1% | 8,442 | $668K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.5% | 8,292 | $656K |
| Royal Bank of Canada | 0.00% | Reduce -20.9% | 8,000 | $633K |
| Pathstone Holdings, LLC | 0.00% | Reduce -15.8% | 7,721 | $611K |
| CenterBook Partners LP | 0.03% | Reduce -19.6% | 7,666 | $606K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,662 | $606K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,576 | $599K |
| Lido Advisors, LLC | 0.00% | Add +6.2% | 7,510 | $594K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.1% | 7,460 | $590K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 7,420 | $587K |
| First Citizens Bank & Trust Co. | 0.01% | Add +6.3% | 7,350 | $581K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 7,329 | $580K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,200 | $570K |
| Creative Planning | 0.00% | Reduce -14.4% | 7,158 | $566K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.7% | 7,119 | $563K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.9% | 7,104 | $562K |
| Optimize Financial Inc. | 0.20% | Reduce -0.3% | 7,039 | $557K |
| Sound Capital Solutions LLC | 0.13% | — | 7,039 | $557K |
| Truist Financial Corp. | 0.00% | Add +14.0% | 6,864 | $543K |
| Quadrature Capital Ltd | 0.00% | New | 6,469 | $512K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.2% | 6,463 | $511K |
| Lazard Asset Management LLC | 0.00% | No change | 6,024 | $476K |
| Cetera Investment Advisers | 0.00% | Add +46.5% | 5,966 | $472K |
| Handelsbanken Fonder AB | 0.00% | New | 5,800 | $459K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.15% | No change | 5,800 | $459K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.0% | 5,702 | $451K |
| Amundi | 0.00% | Reduce -11.6% | 5,674 | $449K |
| Entropy Technologies, LP | 0.02% | New | 5,655 | $447K |
| DRW Securities, LLC | 0.03% | Reduce -36.5% | 5,628 | $445K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,604 | $443K |
| Marshall Wace, LLP | 0.00% | Add +11.0% | 5,544 | $439K |
| Sageworth Trust Co | 0.02% | No change | 5,452 | $431K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +15.0% | 5,420 | $429K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.0% | 5,361 | $424K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 5,342 | $423K |
| Hancock Whitney Corp. | 0.01% | New | 5,185 | $410K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.0% | 5,152 | $408K |
| Bank of Montreal | 0.00% | Add +8.9% | 5,100 | $403K |
| Capstone Investment Advisors, LLC | 0.00% | Add +36.3% | 5,029 | $398K |
| Aigen Investment Management, LP | 0.11% | Add +19.9% | 5,004 | $396K |
| First Wilshire Securities Management Inc. | 0.08% | No change | 4,900 | $388K |
| Yorktown Management & Research Co Inc | 0.23% | No change | 4,850 | $384K |
| Engineers Gate Manager LP | 0.00% | Reduce -73.0% | 4,730 | $374K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 4,607 | $364K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.4% | 4,596 | $364K |
| ProShare Advisors LLC | 0.00% | Reduce -10.5% | 4,457 | $353K |
| Captrust Financial Advisors | 0.00% | New | 4,426 | $350K |
| Teacher Retirement System of Texas | 0.00% | Reduce -31.7% | 4,380 | $346K |
| Xponance LLC | 0.00% | Add +7.9% | 4,377 | $346K |
| LSV Asset Management | 0.00% | No change | 4,200 | $332K |
| Swiss Life Asset Management Ltd | 0.00% | Add +5.5% | 4,097 | $324K |
| Los Angeles Capital Management LLC | 0.00% | No change | 3,881 | $307K |
| Principal Securities, Inc. | 0.00% | New | 3,791 | $300K |
| Neuberger Berman Group LLC | 0.00% | Add +3.6% | 3,765 | $298K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.0% | 3,603 | $285K |
| Cary Street Partners Financial LLC | 0.01% | No change | 3,500 | $277K |
| Osaic Holdings, Inc. | 0.00% | Add +16.6% | 3,464 | $274K |
| Contravisory Investment Management, Inc. | 0.05% | Reduce -1.6% | 3,457 | $273K |
| GMO | 0.00% | New | 3,417 | $270K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -24.6% | 3,410 | $270K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,408 | $270K |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,400 | $269K |
| LPL Financial LLC | 0.00% | Add +3.7% | 3,353 | $265K |
| Graham Capital Management, L.P. | 0.01% | Reduce -73.4% | 3,318 | $262K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -85.8% | 3,284 | $260K |
| Virtus Advisers, LLC | 0.09% | Add +2.5% | 3,075 | $243K |
| Profund Advisors LLC | 0.01% | Reduce -2.4% | 2,934 | $232K |
| Corient Private Wealth LP | 0.00% | New | 2,891 | $229K |
| Vestcor Inc | 0.01% | No change | 2,854 | $226K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +9.0% | 2,834 | $224K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,794 | $221K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,811 | $215K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +8.4% | 2,609 | $206K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +339.0% | 2,261 | $179K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 2,234 | $177K |
| Hamilton Capital Partners Inc. | 0.00% | Reduce -6.2% | 2,114 | $167K |
| Aquatic Capital Management LLC | 0.01% | Reduce -74.1% | 2,095 | $166K |
| CENTRAL TRUST Co | 0.00% | No change | 2,000 | $158K |
| Nykredit A/S | 0.00% | — | 1,979 | $157K |
| GAMMA Investing LLC | 0.01% | Add +4.4% | 1,967 | $156K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.2% | 1,966 | $156K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +42.2% | 1,752 | $139K |
| State of Wyoming | 0.01% | New | 1,646 | $130K |
| Kemnay Advisory Services Inc. | 0.02% | Reduce -28.3% | 1,602 | $127K |
| KBC Group NV | 0.00% | No change | 1,595 | $126K |
| CX Institutional | 0.00% | Add +4.3% | 1,376 | $109K |
| Bayforest Capital Ltd | 0.08% | New | 1,160 | $92K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,181 | $80K |
| US Bancorp \de | 0.00% | No change | 958 | $76K |
| Smartleaf Asset Management LLC | 0.00% | No change | 832 | $66K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +2.0% | 764 | $60K |
| Signature Equity Partners, LLC | 0.02% | Reduce -7.1% | 683 | $54K |
| Assetmark, Inc. | 0.00% | Add +5.3% | 596 | $47K |
| Versant Capital Management, Inc | 0.00% | Add +41.0% | 561 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 500 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.2% | 503 | $40K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 442 | $35K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.3% | 436 | $34K |
| Bessemer Group Inc. | 0.00% | Reduce -20.1% | 422 | $34K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $34K |
| Hantz Financial Services, Inc. | 0.00% | Add +18.0% | 301 | $24K |
| Allworth Financial LP | 0.00% | Add +0.7% | 281 | $22K |
| Optiver Holding B.V. | 0.00% | Add +615.4% | 279 | $22K |
| NewEdge Advisors, LLC | 0.00% | New | 250 | $20K |
| Bard Associates Inc. | 0.00% | No change | 200 | $16K |
| Hughes Financial Services, LLC | 0.00% | Add +0.5% | 200 | $16K |
| Arax Advisory Partners | 0.00% | Add +161.4% | 183 | $14K |
| UMB Bank, n.a. | 0.00% | Add +7.2% | 164 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.1% | 153 | $12K |
| Colonial Trust Advisors | 0.00% | New | 145 | $11K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -25.8% | 118 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 101 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 99 | $8K |
| Vision Retirement, LLC | 0.00% | No change | 95 | $8K |
| Quarry LP | 0.00% | Add +31.0% | 93 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -21.6% | 91 | $7K |
| SouthState Bank Corp | 0.00% | No change | 90 | $7K |
| JPL Wealth Management, LLC | 0.00% | Reduce -6.6% | 71 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 63 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 56 | $4K |
| SJS Investment Consulting Inc. | 0.00% | New | 54 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 50 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 35 | $3K |
| Avion Wealth | 0.00% | No change | 27 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -3.9% | 25 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 23 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 22 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 21 | $2K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 19 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 18 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 17 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 17 | $1K |
| Kilter Group LLC | 0.00% | Reduce -5.9% | 16 | $1K |
| Global Retirement Partners, LLC | 0.00% | — | 16 | $1K |
| Whipplewood Advisors, LLC | 0.00% | No change | 15 | $1K |
| Larson Financial Group LLC | 0.00% | Add +27.3% | 14 | $1K |
| Covestor Ltd | 0.00% | Add +300.0% | 8 | $1K |
| Torren Management, LLC | 0.00% | No change | 11 | $870 |
| DecisionPoint Financial, LLC | 0.00% | No change | 9 | $719 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 8 | $633 |
| Clearstead Advisors, LLC | 0.00% | New | 7 | $554 |
| Zions Bancorporation, National Association | 0.00% | No change | 6 | $475 |
| True Wealth Design, LLC | 0.00% | No change | 4 | $317 |
| Ankerstar Wealth, LLC | 0.00% | No change | 4 | $316 |
| IFP Advisors, Inc | 0.00% | No change | 4 | $316 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 2 | $159 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $159 |
| JFS Wealth Advisors, LLC | 0.00% | New | 2 | $159 |
| Davis Capital Management | 0.00% | New | 2 | $158 |
| Abound Wealth Management | 0.00% | Reduce -66.7% | 1 | $80 |
| Summit Securities Group LLC | 0.00% | New | 1 | $79 |
| Evolution Advisers, Inc. | 0.00% | New | 12 | $0 |
"% of holder's portfolio" is CUBI's weight in each manager's 13F, not the share of Customers Bancorp Inc. the manager owns.