FINW · Company research
FinWise Bancorp Common (FINW): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
72records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| EMERALD MUTUAL FUND ADVISERS TRUST | 1352895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54364 | 788278 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 469048 | 6801196 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63942 | 927159 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4152 | 60204 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WASATCH ADVISORS LP | 814133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502201 | 7281915 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23806 | 345187 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 566 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95016 | 1377732 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3953 | 57319 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 497 | 7207 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27944 | 405188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 925 | 13413 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14800 | 214600 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12010 | 174145 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25800 | 374100 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1900 | 131 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 391576 | 5677852 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65259 | 946256 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4400 | 63800 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NORDEN GROUP LLC | 1990699 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16921 | 245355 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| STEPHENS INC /AR/ | 757657 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16129 | 233871 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14211 | 206060 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 986 | 14297 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9411 | 136460 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 15 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11252 | 163154 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 174000 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| GLOBEFLEX CAPITAL L P | 921531 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3300 | 47850 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4441 | 64395 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 311 | 5000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8153 | 118219 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 145 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194026 | 2814183 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270 | 3915 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SCOGGIN MANAGEMENT LP | 1086416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 362500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 820 | 11890 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arcus Capital Partners, LLC | 1651960 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25140 | 364530 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27944 | 405188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75737 | 1098187 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1562 | 22649 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92 | 1334 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1582 | 22939 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6189 | 89741 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1281 | 18575 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3989 | 57841 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 279 | 4302 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180 | 2610 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86864 | 1259528 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10565 | 153193 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2052 | 29754 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Tempus Wealth Planning, LLC | 1806428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28022 | 406319 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118 | 1711 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 280 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3998 | 58651 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15050 | 218225 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350112 | 5076624 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13652 | 198 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12298 | 178321 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3255 | 47197 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25598 | 371171 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 814507 | 12918081 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23537 | 341287 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| PMC FIG Opportunities LLC | 1899896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 725000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Militia Capital Management LLC | 2130487 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35576 | 515852 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3040 | 48214 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23537 | 373297 | — | — | — | Jun 16, 2026 | SEC_13F_DATASET |
| Militia Capital Management LLC | 2130487 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31419 | 498305 | — | — | — | Jun 12, 2026 | SEC_13F_DATASET |
| Militia Capital Partners, LP | 1837496 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 897000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Militia Capital Partners, LP | 1837496 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 969500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Militia Capital Partners, LP | 1837496 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 74601 | 1119761 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Militia Capital Partners, LP | 1837496 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 875500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.