CUBI · Customers Bancorp, Inc. · Shareholders & Ownership

$79.56 +3.25 (+4.25%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.58B

33.78M

Volume · Oct 22 155.32K Avg daily vol (3M) 270.38K

Every disclosed holder of CUBI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CUBI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	302	33,425,244	98.94%	Yes
Insiders (Forms 3, 4, 5)	22	2,542,391	7.53%	Yes
13D/G-only blocks	2	3,432,738	10.16%	Yes
Remaining	—	5,616,574	-16.63%	Negative
Registered funds (N-PORT, not summed)	338	16,845,329	49.86%	No

Shares outstanding: 33,783,799, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CUBI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,869,339	14.41%	-122,591	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,891,320	5.60%	-29,672	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	793,228	2.35%	+4,182	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	269,555	0.80%	+13,453	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	138,427	0.41%	+4,354	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	137,984	0.41%	-9,497	Jun 30, 2026	iShares Trust, not summed
2	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,035,500	11.95%	+145,956	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,035,500	11.95%	+394,161	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,079,651	6.16%	+89,081	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	542,534	1.61%	+26,637	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	289,392	0.86%	+2,043	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	181,839	0.54%	-9,421	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	87,266	0.26%	+5,042	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	82,725	0.24%	-1,711	Jun 30, 2026	SPDR SERIES TRUST, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,012,060	5.96%	+69,071	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	402,239	1.19%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	253,089	0.75%	+7,039	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	223,710	0.66%	+7,574	Jul 31, 2026	Dimensional ETF Trust, not summed
4.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	183,294	0.54%	+14,515	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	146,570	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,941,996	5.75%	+210,686	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	1,031,010	3.05%	+64,981	Jun 30, 2026	Manager Directed Portfolios, not summed
5.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	127,852	0.38%	+49,284	Jun 30, 2026	Manager Directed Portfolios, not summed
6	Bay Pond Investors (Bermuda) L.P. 13G CIK 1034333 · Unknown · Mar 9, 2026 Rule 13d-1(c), passive investor	1,724,079	5.10%	—	Mar 9, 2026	Rule 13d-1(c), passive investor
7	Bay Pond Partners, L.P. 13G CIK 936872 · Unknown · Oct 2, 2026 Rule 13d-1(c), passive investor	1,708,659	5.06%	+3,820	Oct 2, 2026	Rule 13d-1(c), passive investor
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,359,670	4.02%	-3,946	Jun 30, 2026	carried, not yet filed for the newest quarter
9	SIDHU JAY S Insider CIK 1222371 · Aug 3, 2026 Director, Chairman, issuer-wide	1,225,395	3.63%	-68,821	Aug 3, 2026	Director, Chairman, issuer-wide
10	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,173,042	3.47%	+67,494	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	2,225	0.01%	-170	May 31, 2026	American Century World Mutual Funds, Inc., not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	967,091	2.86%	-9,319	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	927,916	2.75%	+95,055	May 31, 2026	American Century ETF Trust, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	910,283	2.69%	+27,963	Jun 30, 2026	carried, not yet filed for the newest quarter
14	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	698,088	2.07%	-330,825	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	665,407	1.97%	+22,687	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	634,687	1.88%	+11,173	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	134,262	0.40%	+13,141	Jun 30, 2026	Driehaus Mutual Funds, not summed
17	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	562,917	1.67%	+100,961	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	97,672	0.29%	+9,432	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
17.2	Allspring SMID Core ETF Fund S000093515 · Registered fund · Jun 30, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	26,165	0.08%	+9,307	Jun 30, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
17.3	Allspring Disciplined Small Cap Fund Fund S000007342 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	7,656	0.02%	+502	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
18	Sidhu Samvir S. Insider CIK 1749894 · May 12, 2026 Director, CEO, issuer-wide	522,459	1.55%	+1,000	May 12, 2026	Director, CEO, issuer-wide
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,291	1.49%	-34,002	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	153,548	0.45%	-926	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	88,945	0.26%	-9,777	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	75,827	0.22%	+5,546	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.4	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	66,466	0.20%	+25,217	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
19.5	Schwab Crypto Thematic ETF Fund S000076371 · Registered fund · Jun 30, 2026 SCHWAB STRATEGIC TRUST, not summed	38,567	0.11%	-274	Jun 30, 2026	SCHWAB STRATEGIC TRUST, not summed
20	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	493,505	1.46%	+6,572	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	246,150	0.73%	-4,870	Jul 31, 2026	TIAA-CREF Funds, not summed
20.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	67,056	0.20%	+8,906	Jun 30, 2026	College Retirement Equities Fund, not summed
20.3	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	54,998	0.16%	-16,700	Jul 31, 2026	TIAA-CREF Funds, not summed
20.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	41,280	0.12%	+3,527	Jul 31, 2026	TIAA-CREF Funds, not summed
20.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	33,242	0.10%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	428,826	1.27%	+14,178	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	39,291	0.12%	0	Jun 30, 2026	Northern Funds, not summed
21.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,807	0.05%	+1,155	Jun 30, 2026	Northern Funds, not summed
21.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	5,243	0.02%	+254	Jul 31, 2026	FlexShares Trust, not summed
21.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,415	0.01%	-97	Jun 30, 2026	Northern Funds, not summed
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	401,607	1.19%	-8,675	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	8	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,415	1.15%	+45,073	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	216,337	0.64%	+44,002	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	65,722	0.19%	+14,362	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	44,610	0.13%	-2,325	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
23.4	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	24,597	0.07%	+2,095	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
23.5	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	20,490	0.06%	+1,479	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
24	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	373,967	1.11%	-363,917	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	137,100	0.41%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
24.2	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	51,069	0.15%	+9,623	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
24.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,639	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,314	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24.5	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,763	0.01%	+910	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	360,792	1.07%	+7,245	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	334,660	0.99%	-8,549	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	326,171	0.97%	-257,397	Sep 30, 2026
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	306,467	0.91%	-107,863	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,680	0.03%	-825	May 31, 2026	Goldman Sachs ETF Trust, not summed
28.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,237	0.01%	+733	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
29	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	303,141	0.90%	+70,425	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Tidal Investments LLC 13F CIK 1600064 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,421	0.89%	-4,221	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Intech S&P Small-Mid Cap Diversified Alpha ETF Fund S000090661 · Registered fund · Jul 31, 2026 Tidal Trust III, not summed	332	0.00%	-3,083	Jul 31, 2026	Tidal Trust III, not summed
31	Amplify Blockchain Technology ETF Fund S000061158 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	295,784	0.88%	-797	Jun 30, 2026	Amplify ETF Trust, not summed
32	Zuckerman Steven J Insider CIK 1528088 · Sep 15, 2026 Director, issuer-wide	292,955	0.87%	—	Sep 15, 2026	Director, issuer-wide
33	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,275	0.78%	+90,786	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	84,300	0.25%	+64,300	Jun 30, 2026	Bridgeway Funds, Inc., not summed
33.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	22,000	0.07%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
34	Tieton Capital Management, LLC 13F CIK 1381954 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	256,178	0.76%	-5,565	Jun 30, 2026	carried, not yet filed for the newest quarter
35	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	249,943	0.74%	+39,424	Jun 30, 2026	carried, not yet filed for the newest quarter
36	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	247,896	0.73%	+7,563	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	94,682	0.28%	+9,083	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
36.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	84,451	0.25%	+8	Jul 31, 2026	Principal Funds, Inc, not summed
36.3	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	23,177	0.07%	-1,816	Jul 31, 2026	Principal Funds, Inc, not summed
36.4	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,909	0.01%	+960	Jul 31, 2026	Principal Funds, Inc, not summed
37	Aristotle Capital Boston, LLC 13F CIK 1633911 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	242,607	0.72%	-41,800	Jun 30, 2026	carried, not yet filed for the newest quarter
38	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	240,511	0.71%	-1,802	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Emerald Growth Fund Fund S000036390 · Registered fund · Apr 30, 2026 FINANCIAL INVESTORS TRUST, not summed	129,064	0.38%	0	Apr 30, 2026	FINANCIAL INVESTORS TRUST, not summed
38.2	Emerald Finance & Banking Innovation Fund Fund S000036389 · Registered fund · Jul 31, 2026 FINANCIAL INVESTORS TRUST, not summed	27,193	0.08%	-1,061	Jul 31, 2026	FINANCIAL INVESTORS TRUST, not summed
39	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	222,888	0.66%	+22,766	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	78,143	0.23%	+14,509	Jun 30, 2026	ROYCE FUND, not summed
39.2	Royce Micro-Cap Fund Fund S000009506 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	43,428	0.13%	0	Jun 30, 2026	ROYCE FUND, not summed
39.3	Royce Capital Fund - Micro-Cap Portfolio Fund S000009496 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	13,361	0.04%	0	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
40	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	222,140	0.66%	+75,438	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	213,887	0.63%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	209,318	0.62%	+3,262	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	206,943	0.61%	+5,746	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Crawford Fund Management, LLC 13F CIK 1816427 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	203,750	0.60%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	198,243	0.59%	+120,863	Jun 30, 2026	carried, not yet filed for the newest quarter
46	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	194,769	0.58%	-60,202	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	16,840	0.05%	-2,970	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
46.2	SEI Select Small Cap ETF Fund S000085976 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	14,648	0.04%	+1,280	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
46.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	4,770	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
46.4	SIIT SMALL CAP II FUND Fund S000036633 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	3,500	0.01%	-900	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
47	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,103	0.50%	+61,109	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	164,436	0.49%	+5,855	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
49	Gator Capital Management, LLC 13F CIK 1570284 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	161,030	0.48%	-30,541	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	GATOR CAPITAL LONG/SHORT FUND Fund S000011446 · Registered fund · Jul 31, 2026 Caldwell & Orkin Funds, Inc., not summed	33,000	0.10%	0	Jul 31, 2026	Caldwell & Orkin Funds, Inc., not summed
50	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,088	0.47%	+4,486	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	156,975	0.46%	+4,486	Jun 30, 2026	EA Series Trust, not summed
50.2	Strive Small-Cap ETF Fund S000078019 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	1,113	0.00%	+20	Jun 30, 2026	EA Series Trust, not summed

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Key facts CIK 1488813 CUSIP 23204G100 13F (30d) 29 filings 29 filers Visit website Investor relations