CWBC · Community West Bancshares · Shareholders & Ownership
Every disclosed holder of CWBC 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.
Who Owns CWBC
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 15,626,971 | 57.60% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 100 | 0.00% |
| Remaining | 11,504,007 | 42.40% |
| Registered funds (N-PORT, not summed) | 6,466,042 | 23.83% |
Shares outstanding: 27,131,078, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
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 CWBC
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,386,807 | ||
| 1.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
670,545 | ||
| 1.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
204,439 | ||
| 1.3 |
BlackRock Advantage Small Cap Core Fund
Fund
S000039982 · Registered fund · May 29, 2026
BlackRock Funds, not summed
|
157,440 | ||
| 1.4 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
82,373 | ||
| 1.5 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
45,958 | ||
| 2 |
DIMENSIONAL FUND ADVISORS LP
13G
CIK 354204 · Registered investment adviser · Sep 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,370,476 | ||
| 2.1 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,265,092 | ||
| 2.2 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
245,375 | ||
| 2.3 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
169,440 | ||
| 2.4 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
135,615 | ||
| 2.5 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
120,425 | ||
| 3 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,136,107 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,075,657 | ||
| 5 |
|
815,651 | ||
| 5.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
289,311 | ||
| 5.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
8,405 | ||
| 5.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
621 | ||
| 5.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
145 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
786,665 | ||
| 7 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
616,973 | ||
| 8 |
|
588,067 | ||
| 9 |
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
CIK 1085936 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
500,161 | ||
| 10 |
Bridgewealth Advisory Group, LLC
13F
CIK 1801982 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
494,690 | ||
| 11 |
PRIVATE MANAGEMENT GROUP INC
13F
CIK 1142031 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
485,589 | ||
| 12 |
|
442,696 | ||
| 13 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
385,572 | ||
| 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
338,451 | ||
| 14.1 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
183,327 | ||
| 15 |
PL Capital Advisors, LLC
13F
CIK 1569147 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
329,551 | ||
| 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
326,583 | ||
| 17 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
308,820 | ||
| 18 |
|
308,365 | ||
| 19 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
296,127 | ||
| 19.1 |
Select Banking Portfolio
Fund
S000007475 · Registered fund · May 31, 2026
Fidelity Select Portfolios, not summed
|
285,900 | ||
| 19.2 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
262,864 | ||
| 19.3 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
117,953 | ||
| 19.4 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
44,343 | ||
| 19.5 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
35,044 | ||
| 20 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
286,953 | ||
| 21 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
277,860 | ||
| 21.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
69,800 | ||
| 22 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
264,473 | ||
| 23 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
259,325 | ||
| 24 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
221,531 | ||
| 25 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
209,607 | ||
| 25.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
12,487 | ||
| 25.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
4,726 | ||
| 26 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
205,949 | ||
| 27 |
|
172,597 | ||
| 28 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
169,407 | ||
| 28.1 |
Putnam Small Cap Value Fund
Fund
S000003854 · Registered fund · May 31, 2026
Putnam Investment Funds, not summed
|
93,400 | ||
| 28.2 |
Putnam VT Small Cap Value Fund
Fund
S000003888 · Registered fund · Jun 30, 2026
Putnam Variable Trust, not summed
|
42,800 | ||
| 29 |
Cutler Capital Management, LLC
13F
CIK 1353098 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
162,139 | ||
| 30 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
157,284 | ||
| 31 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
155,829 | ||
| 31.1 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
13,298 | ||
| 32 |
Squarepoint Ops LLC
13F
CIK 1642575 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
150,357 | ||
| 33 |
|
137,254 | ||
| 34 |
|
130,451 | ||
| 35 |
Siena Capital Partners GP, LLC
13F
CIK 1694886 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
127,116 | ||
| 36 |
John Hancock Financial Opportunities Fund
Fund
· Registered fund · Jun 30, 2026
John Hancock Financial Opportunities Fund, not summed
|
126,760 | ||
| 37 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
118,011 | ||
| 38 |
Connor, Clark & Lunn Investment Management Ltd.
13F
CIK 1596800 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
107,832 | ||
| 39 |
|
107,753 | ||
| 40 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
101,851 | ||
| 41 |
|
99,997 | ||
| 42 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
98,680 | ||
| 42.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
267 | ||
| 43 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
96,820 | ||
| 44 |
PRUDENTIAL FINANCIAL INC
13F
CIK 1137774 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
95,615 | ||
| 45 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
87,057 | ||
| 45.1 |
First Trust Dow Jones Select MicroCap Index Fund
Fund
S000010772 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
77,446 | ||
| 45.2 |
First Trust NASDAQ ABA Community Bank Index Fund
Fund
S000026211 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
9,565 | ||
| 46 |
|
82,844 | ||
| 47 |
CALDWELL SUTTER CAPITAL, INC.
13F
CIK 702007 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
78,625 | ||
| 48 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,984 | ||
| 49 |
|
73,794 | ||
| 50 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,675 |
34 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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