The BancorpTBBK
13F holders, Q1 2026 (March 31)279holders +3
45new positions
43sold out
7famous investors
$53.75avg. 13F price*
At the end of Q1 2026, 279 institutions reported holding The Bancorp Inc. (TBBK) in their 13F filings, up 3 from Q4 2025. 45 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($328.4M), State Street Corp. ($149.5M) and American Century Companies Inc. ($142.3M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- The Bancorp Inc.
- CUSIP
- 05969A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $54.3M |
| Exits | 43 | $56.6M |
All 13F filers, Q4 2025 → Q1 2026: 4,482,938 shares bought and 7,831,986 shares sold, net −3,349,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| BlackRock, Inc. | 0.01% | Reduce -2.5% | 6,112,031 | $328.4M |
| State Street Corp. | 0.01% | Add +5.6% | 2,783,007 | $149.5M |
| American Century Companies Inc. | 0.07% | Reduce -0.4% | 2,649,037 | $142.3M |
| FMR LLC | 0.01% | Reduce -48.2% | 1,897,854 | $102.0M |
| Vanguard Capital Management LLC | 0.00% | — | 1,782,121 | $95.8M |
| Nantahala Capital Management, LLC | 4.65% | Add +28.8% | 1,380,456 | $74.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -5.0% | 1,333,567 | $71.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 1,330,805 | $71.5M |
| Invesco Ltd. | 0.01% | Reduce -56.5% | 1,138,682 | $61.2M |
| Owls Nest Partners IA, LLC | 20.58% | Add +12.4% | 1,094,455 | $58.8M |
| Janus Henderson Group PLC | 0.03% | Add +19.0% | 1,084,992 | $58.3M |
| Brown Advisory Inc. | 0.08% | Add +1.2% | 916,787 | $49.3M |
| Deutsche Bank AG | 0.01% | Add +0.5% | 839,834 | $45.1M |
| Ameriprise Financial Inc. | 0.01% | Add +6.0% | 817,224 | $43.9M |
| Vanguard Portfolio Management LLC | 0.00% | — | 791,198 | $42.5M |
| Wellington Management Group LLP | 0.01% | Reduce -25.3% | 763,404 | $41.0M |
| Franklin Resources Inc. | 0.01% | Reduce -26.4% | 660,795 | $35.5M |
| Jupiter Asset Management Ltd. | 0.19% | Add +61.6% | 651,672 | $35.0M |
| Millennium Management | 0.03% | Add +485.5% | 625,410 | $33.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.8% | 526,851 | $28.3M |
| Morgan Stanley | 0.00% | Add +6.9% | 503,161 | $27.0M |
| Emerald Advisers, LLC | 0.84% | Reduce -17.4% | 491,340 | $26.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.2% | 488,261 | $26.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 435,098 | $23.4M |
| Bank of America Corp. | 0.00% | Add +104.5% | 426,613 | $22.9M |
| Marshall Wace, LLP | 0.02% | Add +1064.7% | 412,136 | $22.1M |
| Principal Financial Group Inc. | 0.01% | Add +8.3% | 352,786 | $19.0M |
| Emerald Mutual Fund Advisers Trust | 0.86% | Reduce -7.0% | 328,845 | $17.7M |
| Jane Street Group, LLC | 0.02% | Add +289.6% | 324,314 | $17.4M |
| Tudor Investment Corporation | 0.09% | Add +142.9% | 304,832 | $16.4M |
| Kennedy Capital Management LLC | 0.34% | Add +5.4% | 296,561 | $15.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 293,372 | $15.8M |
| Congress Asset Management Co. | 0.11% | Add +31.2% | 283,677 | $15.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 280,341 | $15.1M |
| Citadel Advisors | 0.01% | Add +97.6% | 253,321 | $13.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.6% | 250,695 | $13.5M |
| Elgethun Capital Management | 2.00% | Add +2.1% | 224,891 | $12.1M |
| UBS Group AG | 0.00% | Reduce -34.0% | 177,373 | $9.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 169,575 | $9.1M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -4.9% | 163,384 | $8.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 8.57% | No change | 163,126 | $8.8M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -9.6% | 152,687 | $8.2M |
| Public Sector Pension Investment Board | 0.03% | Reduce -0.3% | 151,525 | $8.1M |
| Sippican Capital Advisors | 5.45% | Reduce -3.4% | 148,221 | $8.0M |
| Nuveen, LLC | 0.00% | Reduce -4.1% | 137,845 | $7.4M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -87.1% | 133,862 | $7.2M |
| Lord, Abbett & Co. LLC | 0.02% | Add +10.3% | 125,915 | $6.8M |
| Trexquant Investment LP | 0.05% | New | 124,022 | $6.7M |
| Orchard Capital Management, LLC | 8.50% | Add +13.9% | 120,856 | $6.5M |
| Rhumbline Advisers | 0.01% | Reduce -0.5% | 119,056 | $6.4M |
| Silvercrest Asset Management Group LLC | 0.05% | Reduce -9.5% | 118,680 | $6.4M |
| First Trust Advisors LP | 0.00% | Reduce -17.6% | 117,631 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.1% | 111,276 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -12.9% | 97,872 | $5.3M |
| Two Sigma Investments, LP | 0.00% | Add +2.6% | 94,514 | $5.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.7% | 93,042 | $5.0M |
| SG Americas Securities, LLC | 0.01% | Add +479.2% | 84,465 | $4.5M |
| Swiss National Bank | 0.00% | Reduce -4.1% | 82,500 | $4.4M |
| Citigroup Inc. | 0.00% | Add +6.9% | 79,374 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.6% | 59,038 | $4.0M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -16.1% | 72,639 | $3.9M |
| James Investment Research, Inc. | 0.41% | Reduce -15.6% | 67,552 | $3.6M |
| Edgestream Partners, L.P. | 0.12% | New | 66,845 | $3.6M |
| BW Gestao de Investimentos Ltda. | 0.16% | Reduce -40.9% | 65,000 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.3% | 64,790 | $3.5M |
| Sei Investments Co. | 0.00% | Add +71.8% | 63,715 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +131.1% | 63,545 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Add +0.4% | 63,181 | $3.4M |
| AQR Capital Management | 0.00% | Add +209.2% | 60,580 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -0.9% | 58,331 | $3.1M |
| Intech Investment Management LLC | 0.03% | Add +118.9% | 58,274 | $3.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +1142.9% | 57,149 | $3.1M |
| Capital Investment Counsel, Inc | 0.37% | Add +28.6% | 56,378 | $3.0M |
| Anderson Hoagland & Co. | 0.26% | Reduce -1.0% | 55,224 | $3.0M |
| Siena Capital Partners GP, LLC | 0.76% | Add +62.8% | 54,465 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -93.5% | 52,850 | $2.8M |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 52,651 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Add +21.1% | 54,124 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +24.1% | 52,089 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 50,238 | $2.7M |
| Hennessy Advisors Inc. | 0.09% | Add +12.5% | 45,000 | $2.4M |
| Algert Global LLC | 0.03% | New | 43,177 | $2.3M |
| Barclays PLC | 0.00% | Reduce -55.8% | 42,569 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Add +199.4% | 41,788 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Add +316.4% | 40,930 | $2.2M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.08% | Add +9.9% | 39,800 | $2.1M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -86.3% | 35,585 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.2% | 35,514 | $1.9M |
| Gsa Capital Partners LLP | 0.11% | Add +385.7% | 33,960 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.4% | 33,809 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | New | 33,474 | $1.8M |
| Twinbeech Capital LP | 0.18% | Add +994.3% | 33,200 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 31,593 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -55.3% | 29,026 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.8% | 28,584 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.3% | 28,271 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +1.1% | 27,806 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +48.8% | 27,695 | $1.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 27,544 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -7.2% | 27,252 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 24,901 | $1.3M |
| Banc Funds Co. LLC | 0.24% | No change | 23,592 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +27.6% | 22,725 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +23.7% | 22,643 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.1% | 22,625 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -7.3% | 22,602 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.6% | 22,313 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 21,600 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -50.0% | 21,471 | $1.2M |
| Holocene Advisors, LP | 0.00% | New | 21,320 | $1.1M |
| Graham Capital Management, L.P. | 0.05% | Reduce -3.3% | 20,799 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +2.6% | 20,952 | $1.1M |
| Engineers Gate Manager LP | 0.01% | New | 20,014 | $1.1M |
| Quartz Partners, LLC | 0.41% | Reduce -4.5% | 19,991 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.5% | 19,580 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -6.5% | 18,800 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.1% | 18,352 | $986K |
| Quantbot Technologies LP | 0.04% | Add +215.3% | 18,208 | $978K |
| Arcus Capital Partners, LLC | 0.35% | Add +37.9% | 17,981 | $966K |
| HSBC Holdings PLC | 0.00% | Reduce -28.7% | 17,699 | $945K |
| Vanguard Global Advisers, LLC | 0.00% | — | 17,201 | $924K |
| Quantinno Capital Management LP | 0.00% | Add +9.7% | 16,709 | $898K |
| DAVENPORT & Co LLC | 0.00% | No change | 16,347 | $878K |
| Point72 Asset Management | 0.00% | New | 16,240 | $873K |
| Kendall Capital Management | 0.18% | Reduce -0.1% | 16,200 | $870K |
| Man Group plc | 0.00% | New | 15,815 | $850K |
| Tidal Investments LLC | 0.00% | Reduce -23.0% | 15,702 | $844K |
| Handelsbanken Fonder AB | 0.00% | Add +15.6% | 15,600 | $838K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,106 | $812K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -92.2% | 14,930 | $802K |
| Voleon Capital Management LP | 0.02% | New | 14,540 | $781K |
| Capital Fund Management S.A. | 0.01% | New | 14,253 | $766K |
| Bailard, Inc. | 0.02% | No change | 14,200 | $763K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | No change | 14,122 | $759K |
| Arkadios Wealth Advisors | 0.01% | Reduce -6.5% | 13,767 | $740K |
| Legend Financial Advisors, Inc. | 0.47% | Add +0.6% | 13,459 | $723K |
| New York State Common Retirement Fund | 0.00% | Reduce -91.0% | 13,364 | $718K |
| Allstate Corp. | 0.01% | New | 12,915 | $694K |
| Amundi | 0.00% | Add +46.1% | 12,856 | $691K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +71.0% | 12,524 | $673K |
| Stifel Financial Corp. | 0.00% | Add +29.1% | 12,420 | $667K |
| Mangrove Partners Im, LLC | 0.05% | New | 12,285 | $660K |
| Inceptionr LLC | 0.16% | Add +204.0% | 12,201 | $656K |
| Amalgamated Bank | 0.01% | Reduce -4.1% | 12,191 | $655K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -60.0% | 11,995 | $644K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.5% | 11,481 | $617K |
| Arizona State Retirement System | 0.00% | Reduce -6.3% | 11,461 | $616K |
| Headlands Technologies LLC | 0.07% | Add +146.8% | 11,325 | $608K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 11,269 | $605K |
| Arete Wealth Advisors, LLC | 0.04% | Add +8.4% | 10,984 | $590K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -5.2% | 10,937 | $587K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.7% | 10,474 | $563K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 10,268 | $552K |
| Lido Advisors, LLC | 0.00% | Add +58.9% | 10,008 | $538K |
| Dark Forest Capital Management LP | 0.05% | New | 9,964 | $535K |
| Entropy Technologies, LP | 0.02% | New | 9,933 | $534K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 9,806 | $527K |
| Fox Run Management, L.L.C. | 0.09% | New | 10,149 | $527K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.5% | 9,779 | $525K |
| Fifth Third Bancorp | 0.00% | Add +3498.2% | 9,751 | $524K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.0% | 9,734 | $523K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.3% | 9,700 | $521K |
| Two Sigma Securities, LLC | 0.06% | Add +66.8% | 9,360 | $503K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -22.1% | 8,939 | $480K |
| VARCOV Co. | 0.16% | New | 8,227 | $442K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,026 | $431K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -8.4% | 7,851 | $422K |
| HMS Capital Management, LLC | 0.16% | Add +7.1% | 7,726 | $415K |
| GTS Securities LLC | 0.01% | New | 7,673 | $412K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.9% | 7,526 | $404K |
| Voya Investment Management LLC | 0.00% | Reduce -4.8% | 7,247 | $389K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | No change | 7,041 | $378K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.8% | 6,985 | $375K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.0% | 6,856 | $368K |
| Mirabella Financial Services LLP | 0.04% | New | 6,670 | $358K |
| ProShare Advisors LLC | 0.00% | Reduce -20.9% | 6,505 | $350K |
| LPL Financial LLC | 0.00% | Reduce -15.2% | 6,431 | $346K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.4% | 6,245 | $336K |
| DRW Securities, LLC | 0.02% | Reduce -36.1% | 6,185 | $332K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -4.9% | 6,137 | $330K |
| Raymond James Financial Inc. | 0.00% | Add +29.0% | 6,125 | $329K |
| Freestone Grove Partners LP | 0.00% | New | 5,962 | $320K |
| US Bancorp \de | 0.00% | Add +5.7% | 5,880 | $316K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,721 | $307K |
| Royce & Associates LP | 0.00% | Reduce -22.3% | 5,578 | $300K |
| Gotham Asset Management | 0.00% | Reduce -6.3% | 5,003 | $269K |
| TCTC Holdings, LLC | 0.01% | No change | 5,000 | $269K |
| Squarepoint Ops LLC | 0.00% | New | 4,994 | $268K |
| Axq Capital, LP | 0.03% | Reduce -38.4% | 4,869 | $262K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.5% | 4,847 | $260K |
| UMB Bank, n.a. | 0.00% | Reduce -0.7% | 4,719 | $254K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +11.3% | 4,519 | $248K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -0.5% | 4,473 | $240K |
| Virtu Financial LLC | 0.01% | New | 4,364 | $234K |
| Walleye Capital LLC | 0.00% | New | 4,333 | $233K |
| Yorktown Management & Research Co Inc | 0.19% | No change | 4,300 | $231K |
| Crestwood Advisors Group, LLC | 0.00% | New | 4,219 | $227K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +126.9% | 3,996 | $215K |
| Xponance LLC | 0.00% | Add +18.4% | 3,937 | $212K |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.4% | 3,921 | $211K |
| Cambria Investment Management, L.P. | 0.01% | New | 3,910 | $210K |
| Captrust Financial Advisors | 0.00% | Add +16.8% | 3,829 | $206K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 3,800 | $204K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,438 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 3,297 | $177K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,276 | $176K |
| Farther Finance Advisors, LLC | 0.00% | Add +526.4% | 3,201 | $175K |
| Whittier Trust Co. | 0.00% | Reduce -98.0% | 2,818 | $158K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.2% | 2,056 | $110K |
| KBC Group NV | 0.00% | No change | 1,522 | $82K |
| Federated Hermes, Inc. | 0.00% | New | 1,488 | $80K |
| Cwm, LLC | 0.00% | Add +321.7% | 1,476 | $79K |
| GAMMA Investing LLC | 0.00% | Reduce -18.7% | 1,397 | $75K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -98.5% | 1,122 | $63K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.9% | 1,096 | $59K |
| Covestor Ltd | 0.04% | Reduce -47.6% | 1,063 | $57K |
| Simplex Trading, LLC | 0.00% | New | 1,008 | $54K |
| Advisors Asset Management, Inc. | 0.00% | Add +1.2% | 942 | $51K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.5% | 930 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -19.3% | 881 | $47K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +24.0% | 857 | $46K |
| Salomon & Ludwin, LLC | 0.00% | Add +83.6% | 538 | $30K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +114.1% | 546 | $29K |
| Public Employees Retirement System of Ohio | 0.00% | Add +9.7% | 351 | $19K |
| Larson Financial Group LLC | 0.00% | Reduce -53.2% | 343 | $18K |
| Rothschild Investment LLC | 0.00% | Add +8.7% | 337 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +28.4% | 326 | $18K |
| Bayforest Capital Ltd | 0.02% | New | 305 | $16K |
| Arlington Trust Co LLC | 0.00% | No change | 300 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +46.6% | 305 | $16K |
| Versant Capital Management, Inc | 0.00% | Reduce -0.4% | 277 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.2% | 271 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -33.5% | 266 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.9% | 232 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -69.9% | 225 | $12K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -98.9% | 205 | $11K |
| Kemnay Advisory Services Inc. | 0.00% | New | 180 | $10K |
| Allworth Financial LP | 0.00% | Add +1164.3% | 177 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 135 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 132 | $7K |
| MAI Capital Management | 0.00% | New | 114 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.0% | 112 | $6K |
| Root Financial Partners, LLC | 0.00% | No change | 100 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +506.3% | 97 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -85.0% | 90 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -84.7% | 85 | $5K |
| Parallel Advisors, LLC | 0.00% | New | 75 | $4K |
| Godsey & Gibb, Inc. | 0.00% | No change | 48 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 45 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +168.8% | 43 | $2K |
| Huntington National Bank | 0.00% | Add +3600.0% | 37 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 34 | $2K |
| CVA Family Office, LLC | 0.00% | New | 31 | $2K |
| Zions Bancorporation, National Association | 0.00% | Add +87.5% | 30 | $2K |
| Assetmark, Inc. | 0.00% | No change | 27 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -7.4% | 25 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 23 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.2% | 23 | $1K |
| Signature Equity Partners, LLC | 0.00% | Reduce -54.8% | 19 | $1K |
| Essential Partners LLC | 0.00% | New | 17 | $913 |
| Fortitude Family Office, LLC | 0.00% | Add +200.0% | 15 | $806 |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $806 |
| SJS Investment Consulting Inc. | 0.00% | Add +150.0% | 10 | $538 |
| Ankerstar Wealth, LLC | 0.00% | No change | 8 | $430 |
| Harbour Investments, Inc. | 0.00% | New | 7 | $429 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $323 |
| Gilpin Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $269 |
| TD Capital Management LLC | 0.00% | No change | 5 | $269 |
| Abound Wealth Management | 0.00% | No change | 4 | $215 |
| Hughes Financial Services, LLC | 0.00% | New | 4 | $215 |
| Prestige Wealth Management Group LLC | 0.00% | New | 3 | $162 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $108 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $107 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $107 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $54 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $54 |
| Curio Wealth, LLC | 0.00% | New | 1 | $54 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $53 |
| Avion Wealth | 0.00% | No change | 18 | $0 |
"% of holder's portfolio" is TBBK's weight in each manager's 13F, not the share of The Bancorp Inc. the manager owns.