The BancorpTBBK
13F holders, Q2 2026 (June 30)290holders +11
39new positions
29sold out
8famous investors
$62.62avg. 13F price*
At the end of Q2 2026, 290 institutions reported holding The Bancorp Inc. (TBBK) in their 13F filings, up 11 from Q1 2026. 39 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($379.5M), American Century Companies Inc. ($224.9M) and State Street Corp. ($169.1M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- The Bancorp Inc.
- CUSIP
- 05969A105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $34.2M |
| Exits | 29 | $68.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,350,733 shares bought and 4,437,332 shares sold, net −1,086,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| BlackRock, Inc. | 0.01% | Reduce -0.9% | 6,057,719 | $379.5M |
| American Century Companies Inc. | 0.10% | Add +35.5% | 3,589,894 | $224.9M |
| State Street Corp. | 0.01% | Reduce -3.0% | 2,700,225 | $169.1M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.6% | 1,771,422 | $111.0M |
| Geode Capital Management, LLC | 0.00% | Add +4.4% | 1,389,513 | $87.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.7% | 1,342,622 | $84.1M |
| Nantahala Capital Management, LLC | 4.71% | Reduce -10.2% | 1,239,887 | $77.7M |
| Brown Advisory Inc. | 0.11% | Add +24.3% | 1,139,584 | $71.4M |
| Jupiter Topco LLC | 0.03% | — | 1,128,509 | $70.7M |
| Invesco Ltd. | 0.01% | Reduce -1.7% | 1,119,648 | $70.1M |
| FMR LLC | 0.00% | Reduce -42.0% | 1,100,832 | $69.0M |
| Owls Nest Partners IA, LLC | 19.67% | Reduce -11.6% | 967,771 | $60.6M |
| Deutsche Bank AG | 0.02% | Add +0.2% | 841,377 | $52.7M |
| Vanguard Portfolio Management LLC | 0.00% | Add +3.4% | 818,445 | $51.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.1% | 784,079 | $49.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +142.3% | 679,413 | $42.6M |
| Jupiter Asset Management Ltd. | 0.20% | Reduce -0.8% | 646,585 | $40.5M |
| Franklin Resources Inc. | 0.01% | Reduce -3.9% | 634,890 | $39.8M |
| Morgan Stanley | 0.00% | Add +0.2% | 504,082 | $31.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.7% | 491,647 | $30.8M |
| Emerald Advisers, LLC | 0.70% | Reduce -2.7% | 478,025 | $29.9M |
| Northern Trust Corp. | 0.00% | Reduce -3.8% | 418,649 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.8% | 417,327 | $26.1M |
| Kennedy Capital Management LLC | 0.46% | Add +39.5% | 413,775 | $25.9M |
| Bank of America Corp. | 0.00% | Reduce -6.5% | 398,799 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Add +3.4% | 364,621 | $22.8M |
| Emerald Mutual Fund Advisers Trust | 0.72% | No change | 328,845 | $20.6M |
| Citadel Advisors | 0.01% | Add +27.7% | 323,387 | $20.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.8% | 295,745 | $18.5M |
| Congress Asset Management Co. | 0.11% | Add +1.0% | 286,531 | $17.9M |
| Elgethun Capital Management | 2.43% | Add +24.0% | 278,839 | $17.5M |
| Millennium Management | 0.01% | Reduce -57.2% | 267,695 | $16.8M |
| Marshall Wace, LLP | 0.01% | Reduce -36.4% | 262,028 | $16.4M |
| Vinva Investment Management Ltd | 0.10% | New | 254,464 | $15.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 248,477 | $15.6M |
| D. E. Shaw & Co. | 0.01% | Add +349.2% | 187,699 | $11.8M |
| Tudor Investment Corporation | 0.04% | Reduce -43.1% | 173,297 | $10.9M |
| Loomis Sayles & Co. L P | 0.01% | Add +26.5% | 169,378 | $10.6M |
| Sippican Capital Advisors | 5.58% | Reduce -1.5% | 146,021 | $9.1M |
| Public Sector Pension Investment Board | 0.02% | Reduce -5.6% | 143,056 | $9.0M |
| Rosenthal | Henry Capital Advisors, Inc. | 7.80% | Reduce -12.8% | 142,316 | $8.9M |
| Nuveen, LLC | 0.00% | Add +1.9% | 140,476 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Add +155.1% | 138,046 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -21.0% | 133,981 | $8.4M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -0.6% | 125,220 | $7.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +1299.8% | 125,132 | $7.8M |
| Orchard Capital Management, LLC | 8.03% | Reduce -3.2% | 116,995 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.7% | 107,146 | $6.7M |
| Rhumbline Advisers | 0.00% | Reduce -13.1% | 103,465 | $6.5M |
| Point72 Asset Management | 0.01% | Add +523.6% | 101,275 | $6.3M |
| Jane Street Group, LLC | 0.00% | Reduce -69.0% | 100,535 | $6.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +630.8% | 91,527 | $5.7M |
| Legal & General Group Plc | 0.00% | Reduce -6.6% | 91,370 | $5.7M |
| UBS Group AG | 0.00% | Reduce -51.4% | 86,263 | $5.4M |
| Intech Investment Management LLC | 0.05% | Add +45.5% | 84,778 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.1% | 84,587 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -30.5% | 81,740 | $5.1M |
| Swiss National Bank | 0.00% | Reduce -2.5% | 80,400 | $5.0M |
| Edgestream Partners, L.P. | 0.15% | Add +18.4% | 79,137 | $5.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +14.0% | 73,863 | $4.6M |
| Renaissance Technologies | 0.01% | New | 73,249 | $4.6M |
| AQR Capital Management | 0.00% | Add +17.0% | 70,880 | $4.4M |
| Citigroup Inc. | 0.00% | Reduce -14.6% | 67,816 | $4.2M |
| James Investment Research, Inc. | 0.43% | Reduce -0.6% | 67,156 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +5.9% | 60,508 | $3.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -37.0% | 59,505 | $3.7M |
| Prudential Financial Inc. | 0.00% | Add +1.9% | 59,451 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.0% | 58,654 | $3.7M |
| Capital Investment Counsel, Inc | 0.38% | No change | 56,378 | $3.5M |
| Algert Global LLC | 0.04% | Add +30.3% | 56,247 | $3.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -11.5% | 55,902 | $3.5M |
| Squarepoint Ops LLC | 0.01% | Add +1000.0% | 54,934 | $3.4M |
| Siena Capital Partners GP, LLC | 0.83% | No change | 54,465 | $3.4M |
| Anderson Hoagland & Co. | 0.26% | Reduce -3.5% | 53,306 | $3.3M |
| Bessemer Group Inc. | 0.00% | Reduce -0.1% | 52,579 | $3.3M |
| ExodusPoint Capital Management, LP | 0.03% | New | 51,032 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 50,744 | $3.2M |
| Alliancebernstein L.P. | 0.00% | No change | 59,038 | $3.2M |
| Wells Fargo & Company | 0.00% | Add +72.1% | 49,955 | $3.1M |
| BW Gestao de Investimentos Ltda. | 0.07% | Reduce -26.1% | 48,000 | $3.0M |
| Trexquant Investment LP | 0.02% | Reduce -62.1% | 47,023 | $2.9M |
| Hennessy Advisors Inc. | 0.09% | Add +4.4% | 47,000 | $2.9M |
| Capital Fund Management S.A. | 0.02% | Add +227.4% | 46,667 | $2.9M |
| Holocene Advisors, LP | 0.01% | Add +117.3% | 46,322 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -16.6% | 41,881 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -42.6% | 41,713 | $2.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.08% | No change | 39,800 | $2.5M |
| XTX Topco Ltd | 0.03% | New | 36,265 | $2.3M |
| Sei Investments Co. | 0.00% | Reduce -44.1% | 35,644 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.8% | 34,875 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.2% | 34,393 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +20.3% | 33,306 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 31,809 | $2.0M |
| Gsa Capital Partners LLP | 0.12% | Reduce -13.7% | 29,324 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +2.6% | 28,520 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +1.6% | 27,678 | $1.7M |
| Quartz Partners, LLC | 0.56% | Add +37.8% | 27,542 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.3% | 27,340 | $1.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -0.8% | 27,325 | $1.7M |
| Barclays PLC | 0.00% | Reduce -42.9% | 24,290 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +20.0% | 24,012 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +5.5% | 23,876 | $1.5M |
| Tidal Investments LLC | 0.00% | Add +51.1% | 23,723 | $1.5M |
| WINTON GROUP Ltd | 0.05% | Add +4.6% | 23,675 | $1.5M |
| Banc Funds Co. LLC | 0.24% | No change | 23,592 | $1.5M |
| GMT Capital Corp | 0.08% | New | 23,400 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +10.9% | 23,244 | $1.4M |
| Dark Forest Capital Management LP | 0.09% | Add +130.4% | 22,959 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Add +1.5% | 22,948 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 22,725 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.7% | 22,472 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -25.2% | 21,391 | $1.3M |
| Royce & Associates LP | 0.01% | Add +266.7% | 20,453 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.1% | 19,467 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +14.9% | 19,207 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.9% | 18,426 | $1.2M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -88.0% | 18,328 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 18,299 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.2% | 18,200 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +31.1% | 18,042 | $1.1M |
| Legend Financial Advisors, Inc. | 0.63% | Add +32.6% | 17,841 | $1.1M |
| Headlands Technologies LLC | 0.12% | Add +54.8% | 17,532 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +78.5% | 17,509 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.5% | 17,490 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -49.3% | 17,141 | $1.1M |
| Entropy Technologies, LP | 0.04% | Add +70.6% | 16,947 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +19.1% | 16,822 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | No change | 16,347 | $1.0M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.7% | 16,214 | $1.0M |
| Kendall Capital Management | 0.17% | Reduce -0.1% | 16,190 | $1.0M |
| Quantbot Technologies LP | 0.04% | Reduce -16.7% | 15,175 | $951K |
| Arcus Capital Partners, LLC | 0.39% | Reduce -15.8% | 15,131 | $948K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,106 | $946K |
| New York State Common Retirement Fund | 0.00% | Add +12.7% | 15,064 | $944K |
| Voleon Capital Management LP | 0.02% | Add +3.0% | 14,980 | $938K |
| SG Americas Securities, LLC | 0.00% | Reduce -83.0% | 14,353 | $899K |
| Amundi | 0.00% | Add +11.3% | 14,303 | $896K |
| Bailard, Inc. | 0.02% | No change | 14,200 | $889K |
| Royal Bank of Canada | 0.00% | Reduce -38.3% | 13,337 | $835K |
| Allstate Corp. | 0.01% | Add +0.4% | 12,969 | $812K |
| Handelsbanken Fonder AB | 0.00% | Reduce -19.2% | 12,600 | $789K |
| Stifel Financial Corp. | 0.00% | No change | 12,420 | $778K |
| Mangrove Partners Im, LLC | 0.05% | No change | 12,285 | $770K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -66.4% | 11,961 | $749K |
| Blackstone Inc. | 0.00% | New | 11,796 | $739K |
| Arete Wealth Advisors, LLC | 0.05% | Add +5.4% | 11,578 | $725K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 11,269 | $706K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 11,226 | $703K |
| Amalgamated Bank | 0.00% | Reduce -8.6% | 11,145 | $698K |
| Arizona State Retirement System | 0.00% | Reduce -3.5% | 11,060 | $693K |
| Quadrature Capital Ltd | 0.01% | New | 11,025 | $691K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 10,937 | $685K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.4% | 10,742 | $673K |
| Lido Advisors, LLC | 0.00% | Add +7.1% | 10,715 | $671K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 10,268 | $643K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.7% | 9,873 | $618K |
| Freestone Grove Partners LP | 0.00% | Add +65.4% | 9,862 | $618K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.1% | 9,772 | $612K |
| Lazard Asset Management LLC | 0.00% | New | 9,714 | $608K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,700 | $608K |
| Guggenheim Capital LLC | 0.00% | New | 9,540 | $598K |
| DRW Securities, LLC | 0.04% | Add +53.2% | 9,478 | $594K |
| Jain Global LLC | 0.01% | New | 9,475 | $594K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.1% | 9,434 | $591K |
| United Capital Financial Advisors, LLC | 0.00% | Add +17.1% | 9,401 | $589K |
| Fifth Third Bancorp | 0.00% | Reduce -4.0% | 9,358 | $586K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 8,857 | $555K |
| Cetera Investment Advisers | 0.00% | Reduce -61.2% | 8,330 | $522K |
| First Citizens Bank & Trust Co. | 0.01% | Add +2.3% | 8,031 | $503K |
| Voya Investment Management LLC | 0.00% | Add +7.0% | 7,752 | $486K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.3% | 7,699 | $482K |
| HMS Capital Management, LLC | 0.18% | Reduce -1.0% | 7,648 | $479K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | No change | 7,041 | $441K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,985 | $438K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 6,812 | $427K |
| LPL Financial LLC | 0.00% | Add +3.1% | 6,629 | $415K |
| Farther Finance Advisors, LLC | 0.00% | Add +107.1% | 6,629 | $415K |
| Glenmede Trust Co. NA | 0.00% | Add +0.6% | 6,282 | $394K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.3% | 6,055 | $379K |
| ProShare Advisors LLC | 0.00% | Reduce -11.6% | 5,750 | $360K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,721 | $358K |
| US Bancorp \de | 0.00% | Reduce -4.9% | 5,592 | $350K |
| Gotham Asset Management | 0.00% | No change | 5,003 | $313K |
| TCTC Holdings, LLC | 0.01% | No change | 5,000 | $313K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.6% | 4,769 | $299K |
| Rockefeller Capital Management L.P. | 0.00% | Add +20.5% | 4,726 | $296K |
| Captrust Financial Advisors | 0.00% | Add +22.5% | 4,690 | $294K |
| UMB Bank, n.a. | 0.00% | Reduce -1.1% | 4,665 | $292K |
| OP Asset Management Ltd | 0.00% | New | 4,617 | $289K |
| Abacus Wealth Partners, LLC | 0.03% | No change | 4,473 | $280K |
| Cambria Investment Management, L.P. | 0.01% | Add +11.6% | 4,362 | $273K |
| Crestwood Advisors Group, LLC | 0.00% | Add +2.5% | 4,325 | $271K |
| Yorktown Management & Research Co Inc | 0.17% | No change | 4,300 | $269K |
| Profund Advisors LLC | 0.01% | New | 4,135 | $259K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,129 | $259K |
| Xponance LLC | 0.00% | Add +0.7% | 3,964 | $248K |
| Bank of Montreal | 0.00% | New | 3,821 | $239K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 3,800 | $238K |
| Two Sigma Securities, LLC | 0.02% | Reduce -59.6% | 3,777 | $237K |
| Neuberger Berman Group LLC | 0.00% | New | 3,714 | $233K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.1% | 3,647 | $228K |
| Summit Global Investments | 0.01% | New | 3,643 | $228K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,428 | $215K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,406 | $213K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,276 | $205K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 3,237 | $203K |
| State of Wyoming | 0.02% | New | 2,790 | $175K |
| Nykredit A/S | 0.00% | — | 2,661 | $167K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.1% | 2,632 | $165K |
| Whittier Trust Co. | 0.00% | Reduce -10.2% | 2,532 | $164K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 2,064 | $129K |
| Federated Hermes, Inc. | 0.00% | Add +11.0% | 1,652 | $103K |
| KBC Group NV | 0.00% | No change | 1,522 | $95K |
| GAMMA Investing LLC | 0.00% | Add +2.4% | 1,430 | $90K |
| Advisors Asset Management, Inc. | 0.00% | Add +6.7% | 1,005 | $63K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.3% | 927 | $58K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +3.9% | 915 | $57K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -19.1% | 693 | $43K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.3% | 556 | $35K |
| Simplex Trading, LLC | 0.00% | Reduce -44.9% | 555 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -62.8% | 418 | $27K |
| Versant Capital Management, Inc | 0.00% | Add +56.0% | 432 | $27K |
| Larson Financial Group LLC | 0.00% | Add +18.7% | 407 | $25K |
| Public Employees Retirement System of Ohio | 0.00% | Add +11.1% | 390 | $24K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.9% | 378 | $24K |
| Rothschild Investment LLC | 0.00% | Add +13.3% | 382 | $24K |
| Optiver Holding B.V. | 0.00% | New | 336 | $21K |
| Allworth Financial LP | 0.00% | Add +75.1% | 310 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 305 | $19K |
| Arlington Trust Co LLC | 0.00% | No change | 300 | $19K |
| Covestor Ltd | 0.01% | Reduce -73.3% | 284 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -48.9% | 275 | $18K |
| Institute for Wealth Management, LLC. | 0.00% | New | 270 | $17K |
| Kemnay Advisory Services Inc. | 0.00% | Add +46.1% | 263 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 225 | $14K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -60.1% | 218 | $14K |
| Global Retirement Partners, LLC | 0.00% | — | 210 | $13K |
| Los Angeles Capital Management LLC | 0.00% | No change | 205 | $13K |
| Arax Advisory Partners | 0.00% | New | 202 | $13K |
| Bare Financial Services, Inc | 0.00% | Add +246.5% | 149 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.9% | 143 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -48.0% | 141 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 135 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 112 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 85 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.4% | 57 | $4K |
| Huntington National Bank | 0.00% | Add +40.5% | 52 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -41.2% | 50 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -50.5% | 48 | $3K |
| Godsey & Gibb, Inc. | 0.00% | No change | 48 | $3K |
| Essential Partners LLC | 0.00% | Add +158.8% | 44 | $3K |
| CVA Family Office, LLC | 0.00% | Add +41.9% | 44 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -48.0% | 39 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 36 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 30 | $2K |
| Zions Bancorporation, National Association | 0.00% | No change | 30 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.7% | 28 | $2K |
| Assetmark, Inc. | 0.00% | No change | 27 | $2K |
| Quarry LP | 0.00% | New | 26 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 25 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 23 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +40.0% | 21 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 19 | $1K |
| Avion Wealth | 0.00% | No change | 18 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $940 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 11 | $689 |
| Creative Capital Management Investments LLC | 0.00% | New | 11 | $689 |
| Prestige Wealth Management Group LLC | 0.00% | Add +233.3% | 10 | $627 |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $627 |
| Clearstead Advisors, LLC | 0.00% | New | 9 | $564 |
| CoreCap Advisors, LLC | 0.00% | New | 9 | $564 |
| Stone House Investment Management, LLC | 0.00% | New | 8 | $501 |
| Harbour Investments, Inc. | 0.00% | No change | 7 | $454 |
| Ankerstar Wealth, LLC | 0.00% | Reduce -12.5% | 7 | $438 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 6 | $376 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $376 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $376 |
| Rialto Wealth Management, LLC | 0.00% | Add +150.0% | 5 | $314 |
| TD Capital Management LLC | 0.00% | No change | 5 | $313 |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $251 |
| Abound Wealth Management | 0.00% | Reduce -50.0% | 2 | $126 |
| Davis Capital Management | 0.00% | New | 2 | $125 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $125 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $125 |
| LRI Investments, LLC | 0.00% | New | 2 | $125 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $65 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $63 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $63 |
| Evolution Advisers, Inc. | 0.00% | New | 9 | $0 |
| Navigoe, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is TBBK's weight in each manager's 13F, not the share of The Bancorp Inc. the manager owns.