The BancorpTBBK
13F holders, Q2 2025 (June 30)265holders −2
35new positions
36sold out
6famous investors
$56.97avg. 13F price*
At the end of Q2 2025, 265 institutions reported holding The Bancorp Inc. (TBBK) in their 13F filings, down 2 from Q1 2025. 35 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($381.1M), FMR LLC ($215.0M) and Vanguard Group Inc. ($181.6M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- The Bancorp Inc.
- CUSIP
- 05969A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $15.4M |
| Exits | 36 | $46.1M |
All 13F filers, Q1 2025 → Q2 2025: 4,109,554 shares bought and 3,032,158 shares sold, net +1,077,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| BlackRock, Inc. | 0.01% | Reduce -3.8% | 6,689,126 | $381.1M |
| FMR LLC | 0.01% | Reduce -7.5% | 3,774,377 | $215.0M |
| Vanguard Group Inc. | 0.00% | Reduce -1.9% | 3,187,182 | $181.6M |
| American Century Companies Inc. | 0.08% | Add +3.3% | 2,715,553 | $154.7M |
| Invesco Ltd. | 0.03% | Reduce -2.1% | 2,655,470 | $151.3M |
| State Street Corp. | 0.01% | Reduce -6.3% | 2,555,088 | $145.6M |
| Wellington Management Group LLP | 0.03% | Add +33.6% | 2,433,989 | $138.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -6.5% | 1,490,523 | $84.9M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 1,373,686 | $78.3M |
| Brown Advisory Inc. | 0.10% | Reduce -11.2% | 1,356,119 | $77.3M |
| Owls Nest Partners IA, LLC | 17.07% | Add +6.4% | 1,265,404 | $72.1M |
| Franklin Resources Inc. | 0.02% | Add +11.5% | 1,112,816 | $63.4M |
| UBS Group AG | 0.01% | Add +232.5% | 1,088,027 | $62.0M |
| Janus Henderson Group PLC | 0.03% | Add +3.9% | 1,052,475 | $60.0M |
| Nantahala Capital Management, LLC | 3.91% | Add +16.9% | 968,503 | $55.2M |
| Deutsche Bank AG | 0.02% | Reduce -0.7% | 880,900 | $50.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4.5% | 869,166 | $49.5M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -2.4% | 684,758 | $39.0M |
| Emerald Advisers, LLC | 1.31% | Add +14.3% | 626,413 | $35.7M |
| Citadel Advisors | 0.03% | Add +340.2% | 597,112 | $34.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +70.2% | 570,769 | $32.5M |
| Jupiter Asset Management Ltd. | 0.25% | Add +20.9% | 518,595 | $29.5M |
| Morgan Stanley | 0.00% | Add +2.9% | 503,115 | $28.7M |
| Northern Trust Corp. | 0.00% | Reduce -16.4% | 491,125 | $28.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.6% | 473,101 | $27.0M |
| Two Sigma Investments, LP | 0.04% | Add +35.1% | 406,978 | $23.2M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -0.1% | 402,169 | $22.9M |
| D. E. Shaw & Co. | 0.02% | Add +13.3% | 390,867 | $22.3M |
| Emerald Mutual Fund Advisers Trust | 1.27% | Add +16.5% | 366,729 | $20.9M |
| Principal Financial Group Inc. | 0.01% | Add +0.1% | 313,268 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 302,277 | $17.2M |
| Segall Bryant & Hamill, LLC | 0.22% | Add +20.6% | 275,478 | $15.7M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -28.2% | 271,498 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.2% | 253,391 | $14.4M |
| Two Sigma Advisers, LP | 0.03% | Add +24.2% | 245,600 | $14.0M |
| Congress Asset Management Co. | 0.09% | Reduce -0.2% | 222,580 | $12.7M |
| Elgethun Capital Management | 2.54% | Add +100.6% | 221,559 | $12.6M |
| Bank of America Corp. | 0.00% | Add +6.4% | 191,257 | $10.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +29.6% | 191,219 | $10.9M |
| Millennium Management | 0.01% | Add +323.1% | 180,836 | $10.3M |
| Kennedy Capital Management LLC | 0.24% | Reduce -6.3% | 178,722 | $10.2M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -9.2% | 170,355 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Add +34.4% | 166,638 | $9.5M |
| Rosenthal | Henry Capital Advisors, Inc. | 9.38% | Reduce -1.0% | 163,420 | $9.3M |
| Public Sector Pension Investment Board | 0.04% | Add +5.3% | 159,241 | $9.1M |
| Sippican Capital Advisors | 6.45% | Reduce -0.4% | 155,951 | $8.9M |
| Nuveen, LLC | 0.00% | Reduce -30.5% | 150,180 | $8.6M |
| First Trust Advisors LP | 0.01% | Reduce -3.7% | 147,800 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +86.8% | 143,234 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.4% | 135,880 | $7.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -5.7% | 135,427 | $7.7M |
| Whittier Trust Co. | 0.09% | Add +2.3% | 134,718 | $7.7M |
| Silvercrest Asset Management Group LLC | 0.05% | Reduce -0.0% | 134,396 | $7.7M |
| Rhumbline Advisers | 0.01% | Reduce -1.1% | 133,094 | $7.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.4% | 126,307 | $7.2M |
| Orchard Capital Management, LLC | 7.67% | Reduce -42.5% | 121,736 | $6.9M |
| Barclays PLC | 0.00% | Add +35.4% | 116,749 | $6.7M |
| BNP Paribas Financial Markets | 0.00% | Add +20.6% | 102,782 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -13.8% | 89,670 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -8.1% | 89,424 | $5.1M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 87,200 | $5.0M |
| James Investment Research, Inc. | 0.55% | Reduce -2.8% | 80,908 | $4.6M |
| Wells Fargo & Company | 0.00% | Reduce -34.0% | 80,765 | $4.6M |
| Jump Financial, LLC | 0.05% | Add +200.5% | 74,885 | $4.3M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Add +3.6% | 73,511 | $4.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.9% | 69,730 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -46.3% | 68,841 | $3.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.4% | 63,486 | $3.6M |
| Marshall Wace, LLP | 0.00% | New | 62,765 | $3.6M |
| Capital Fund Management S.A. | 0.04% | Add +220.0% | 60,499 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -11.5% | 60,324 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.2% | 59,738 | $3.4M |
| Anderson Hoagland & Co. | 0.32% | Reduce -2.3% | 58,467 | $3.3M |
| Quantbot Technologies LP | 0.09% | Add +445.8% | 58,398 | $3.3M |
| Capital Investment Counsel, Inc | 0.42% | No change | 55,639 | $3.2M |
| Assenagon Asset Management S.A. | 0.00% | New | 52,903 | $3.0M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce -18.3% | 51,472 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.2% | 51,319 | $2.9M |
| NFJ Investment Group, LLC | 0.09% | Reduce -0.6% | 45,973 | $2.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -1.2% | 44,520 | $2.5M |
| California State Teachers Retirement System | 0.00% | Add +0.6% | 42,929 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.5% | 41,726 | $2.4M |
| Verition Fund Management LLC | 0.01% | Reduce -9.9% | 41,636 | $2.4M |
| Amundi | 0.00% | Add +50.3% | 39,330 | $2.3M |
| Los Angeles Capital Management LLC | 0.01% | Add +47.1% | 39,541 | $2.3M |
| Tudor Investment Corporation | 0.02% | Add +133.3% | 38,506 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.4% | 36,374 | $2.1M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.09% | Add +21.5% | 36,200 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.0% | 34,347 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 31,200 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -44.4% | 30,904 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -6.7% | 29,700 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -53.9% | 28,502 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +5.1% | 27,796 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -0.7% | 27,246 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +2.9% | 27,219 | $1.6M |
| AlphaQuest LLC | 0.15% | Add +6362.5% | 26,884 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.4% | 26,194 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -4.1% | 25,522 | $1.5M |
| Danske Bank A/S | 0.00% | Reduce -75.1% | 25,113 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.1% | 24,996 | $1.4M |
| OP Asset Management Ltd | 0.02% | Reduce -11.9% | 24,708 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -7.5% | 24,505 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +447.5% | 24,112 | $1.4M |
| Sheets Smith Investment Management | 1.18% | Reduce -0.3% | 23,623 | $1.3M |
| Banc Funds Co. LLC | 0.20% | No change | 23,592 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.4% | 23,196 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -0.9% | 22,800 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.1% | 21,800 | $1.2M |
| Convergence Investment Partners, LLC | 0.31% | New | 21,447 | $1.2M |
| Brevan Howard Capital Management LP | 0.01% | Add +172.9% | 20,893 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -41.4% | 20,326 | $1.2M |
| Siena Capital Partners GP, LLC | 0.33% | No change | 20,000 | $1.1M |
| SummerHaven Investment Management, LLC | 0.73% | Add +1.6% | 19,564 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +111.9% | 18,568 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -22.6% | 18,026 | $1.0M |
| Aquatic Capital Management LLC | 0.02% | Reduce -35.2% | 17,704 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 17,411 | $992K |
| Kendall Capital Management | 0.26% | Add +1.9% | 17,270 | $984K |
| Hennessy Advisors Inc. | 0.03% | New | 17,000 | $968K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.9% | 16,911 | $964K |
| Comerica Bank | 0.00% | Reduce -0.9% | 16,785 | $956K |
| New York State Common Retirement Fund | 0.00% | Reduce -1.7% | 16,705 | $952K |
| AQR Capital Management | 0.00% | Reduce -1.0% | 16,566 | $944K |
| DAVENPORT & Co LLC | 0.01% | No change | 16,347 | $931K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 16,200 | $923K |
| Jefferies Financial Group Inc. | 0.02% | Reduce -64.1% | 15,900 | $906K |
| HRT Financial LP | 0.00% | Reduce -50.3% | 15,815 | $900K |
| Algert Global LLC | 0.02% | New | 15,730 | $896K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,153 | $863K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.1% | 14,292 | $814K |
| Legend Financial Advisors, Inc. | 0.52% | Reduce -0.2% | 13,831 | $788K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -1.6% | 13,727 | $782K |
| Stifel Financial Corp. | 0.00% | No change | 13,640 | $777K |
| Arizona State Retirement System | 0.00% | Add +2.2% | 13,315 | $759K |
| Amalgamated Bank | 0.01% | Reduce -1.8% | 13,294 | $757K |
| Sei Investments Co. | 0.00% | Add +2.3% | 13,236 | $754K |
| Chase Investment Counsel Corp. | 0.23% | Reduce -13.1% | 12,600 | $717K |
| Voya Investment Management LLC | 0.00% | Add +1.0% | 12,520 | $713K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.0% | 11,992 | $683K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 11,692 | $666K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.4% | 10,911 | $622K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.8% | 10,715 | $610K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -39.5% | 10,138 | $590K |
| ProShare Advisors LLC | 0.00% | Reduce -5.5% | 10,199 | $581K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 10,184 | $580K |
| Teacher Retirement System of Texas | 0.00% | Reduce -11.4% | 10,167 | $579K |
| Sheets Smith Wealth Management | 0.07% | No change | 10,030 | $571K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.2% | 9,900 | $564K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.5% | 9,766 | $556K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,600 | $547K |
| Arcus Capital Partners, LLC | 0.24% | Add +6.2% | 9,541 | $544K |
| Arete Wealth Advisors, LLC | 0.04% | Add +3.5% | 9,360 | $533K |
| Gsa Capital Partners LLP | 0.03% | Add +82.2% | 8,750 | $498K |
| Twinbeech Capital LP | 0.01% | Add +88.0% | 8,652 | $493K |
| Cynosure Group, LLC | 0.06% | Add +37.4% | 8,646 | $493K |
| Edgestream Partners, L.P. | 0.01% | Reduce -69.8% | 8,461 | $482K |
| Bank of Montreal | 0.00% | Add +7.1% | 7,878 | $449K |
| Quantinno Capital Management LP | 0.00% | Add +24.5% | 7,709 | $439K |
| LPL Financial LLC | 0.00% | Reduce -14.9% | 7,604 | $433K |
| Readystate Asset Management LP | 0.03% | New | 7,552 | $430K |
| HMS Capital Management, LLC | 0.19% | Reduce -3.2% | 7,551 | $430K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 7,188 | $410K |
| Royce & Associates LP | 0.00% | No change | 7,180 | $409K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | New | 7,041 | $401K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 6,902 | $393K |
| SG Americas Securities, LLC | 0.00% | Reduce -53.5% | 6,845 | $390K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.5% | 6,671 | $380K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +131.7% | 6,650 | $379K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.6% | 6,575 | $375K |
| Numerai GP LLC | 0.05% | Reduce -58.3% | 6,432 | $366K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 6,381 | $364K |
| Glenmede Investment Management, LP | 0.00% | — | 6,342 | $361K |
| Guggenheim Capital LLC | 0.00% | Add +23.1% | 6,278 | $358K |
| HSBC Holdings PLC | 0.00% | Reduce -65.3% | 6,239 | $355K |
| Hancock Whitney Corp. | 0.01% | New | 6,177 | $352K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,162 | $351K |
| Lido Advisors, LLC | 0.00% | New | 6,048 | $345K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -13.6% | 6,000 | $342K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -30.3% | 5,769 | $329K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.5% | 5,619 | $320K |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 5,586 | $318K |
| XTX Topco Ltd | 0.01% | Reduce -59.8% | 5,473 | $312K |
| Gotham Asset Management | 0.00% | No change | 5,342 | $304K |
| TCTC Holdings, LLC | 0.01% | No change | 5,000 | $285K |
| UMB Bank, n.a. | 0.00% | Reduce -0.9% | 4,720 | $269K |
| Axq Capital, LP | 0.09% | New | 4,708 | $268K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,620 | $263K |
| New Age Alpha Advisors, LLC | 0.01% | Add +85.1% | 4,531 | $258K |
| Profund Advisors LLC | 0.01% | Reduce -2.9% | 4,424 | $252K |
| SkyOak Wealth, LLC | 0.05% | New | 4,368 | $249K |
| Yorktown Management & Research Co Inc | 0.23% | No change | 4,300 | $245K |
| Corton Capital Inc. | 0.28% | New | 4,279 | $244K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,274 | $243K |
| Ethic Inc. | 0.00% | Add +4.5% | 4,177 | $239K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 3,800 | $216K |
| EntryPoint Capital, LLC | 0.11% | Reduce -3.7% | 3,791 | $216K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,616 | $206K |
| Xponance LLC | 0.00% | New | 3,552 | $202K |
| Captrust Financial Advisors | 0.00% | New | 3,546 | $202K |
| Aigen Investment Management, LP | 0.03% | New | 3,526 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 3,289 | $187K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 2,983 | $170K |
| Vestcor Inc | 0.00% | New | 2,638 | $150K |
| Shell Asset Management Co. | 0.01% | Reduce -9.9% | 2,598 | $148K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -4.6% | 2,220 | $126K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -11.1% | 1,931 | $110K |
| KBC Group NV | 0.00% | Reduce -28.8% | 1,522 | $87K |
| GAMMA Investing LLC | 0.00% | Reduce -9.4% | 1,327 | $76K |
| Picton Mahoney Asset Management | 0.00% | New | 1,166 | $67K |
| Brooklyn Investment Group | 0.01% | Reduce -4.7% | 1,050 | $60K |
| Lazard Asset Management LLC | 0.00% | New | 940 | $53K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -16.1% | 910 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -19.7% | 583 | $33K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 500 | $28K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 495 | $28K |
| Summit Securities Group LLC | 0.01% | New | 442 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.1% | 419 | $24K |
| Hollencrest Capital Management | 0.00% | No change | 410 | $23K |
| Cwm, LLC | 0.00% | Reduce -1.4% | 356 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | New | 345 | $20K |
| National Bank of Canada | 0.00% | Reduce -1.8% | 331 | $19K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -7.8% | 319 | $18K |
| Arlington Trust Co LLC | 0.00% | No change | 300 | $17K |
| Blue Trust, Inc. | 0.00% | No change | 274 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +9.6% | 251 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -4.9% | 233 | $13K |
| Bessemer Group Inc. | 0.00% | Add +3.2% | 224 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +56.2% | 214 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -16.1% | 213 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 177 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 190 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 120 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -98.0% | 116 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.9% | 112 | $6K |
| Rothschild Investment LLC | 0.00% | Add +120.0% | 110 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +29.4% | 110 | $6K |
| MAI Capital Management | 0.00% | New | 95 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 90 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -9.5% | 76 | $4K |
| Hemington Wealth Management | 0.00% | Add +107.7% | 54 | $3K |
| Godsey & Gibb, Inc. | 0.00% | No change | 48 | $3K |
| Covestor Ltd | 0.00% | Reduce -9.7% | 28 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Add +640.0% | 37 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 32 | $2K |
| Highline Wealth Partners LLC | 0.00% | Reduce -55.1% | 22 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 20 | $1K |
| Avion Wealth | 0.00% | New | 18 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.4% | 17 | $969 |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $855 |
| Rise Advisors, LLC | 0.00% | New | 9 | $513 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 8 | $484 |
| Fortitude Family Office, LLC | 0.00% | New | 7 | $399 |
| Huntington National Bank | 0.00% | Reduce -66.7% | 6 | $342 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -25.0% | 6 | $342 |
| Global Retirement Partners, LLC | 0.00% | — | 5 | $285 |
| Abound Wealth Management | 0.00% | No change | 4 | $228 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 4 | $228 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $171 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -90.9% | 2 | $114 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $114 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $57 |
| Stephens Consulting, LLC | 0.00% | Reduce -95.0% | 1 | $57 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $57 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $56 |
"% of holder's portfolio" is TBBK's weight in each manager's 13F, not the share of The Bancorp Inc. the manager owns.