Skip to main content
Equibles
FINW logo

FINW · Finwise Bancorp

Track FINW — free

Use FINW with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about FINW

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$13.88 +0.00 (+0.00%) At close · Aug 14
Market Cap
$192.69M
Shares
13.88M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding FINW

103 fund positions
Fund Balance Value % of Fund Open
Wasatch Micro Cap Value Fund 338,459 $5,367,960 1.67%
VANGUARD TOTAL STOCK MARKET INDEX FUND 281,401 $4,463,020 0.00%
iShares Russell 2000 ETF 199,163 $3,158,725 0.00%
VANGUARD EXTENDED MARKET INDEX FUND 97,682 $1,549,237 0.00%
Fidelity Small Cap Index Fund 86,191 $1,340,270 0.00%
Emerald Finance & Banking Innovation Fund 54,364 $845,360 1.91%
iShares Russell 2000 Growth ETF 44,454 $705,040 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 47,495 $682,978 0.00%
Fidelity Extended Market Index Fund 36,660 $527,171 0.00%
Omni Small-Cap Value Fund 30,700 $486,902 0.04%
iShares Russell 2000 Value ETF 30,523 $484,095 0.00%
iShares Micro-Cap ETF 23,575 $373,900 0.03%
EA Bridgeway Omni Small-Cap Value ETF 23,537 $373,297 0.02%
Ultra-Small Company Market Fund 19,800 $314,028 0.26%
Schwab Small-Cap Index Fund 20,087 $312,353 0.00%
Dimensional U.S. Core Equity 2 ETF 17,276 $268,642 0.00%
Master Small Cap Index Series 15,701 $249,018 0.01%
Fidelity Total Market Index Fund 15,888 $228,469 0.00%
Fidelity Series Total Market Index Fund 13,214 $190,017 0.00%
Nuveen Small Cap Blend Index Fund 11,793 $183,381 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 11,665 $181,391 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 11,312 $175,902 0.00%
U.S. MICRO CAP PORTFOLIO 10,382 $161,440 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11,146 $160,279 0.02%
EQ/2000 Managed Volatility Portfolio 8,791 $139,425 0.00%
Ultra-Small Company Fund 8,152 $129,291 0.15%
U.S. SMALL CAP VALUE PORTFOLIO 7,726 $120,139 0.00%
Fidelity Nasdaq Composite Index Fund 8,346 $120,015 0.00%
U.S. VECTOR EQUITY PORTFOLIO 7,717 $119,999 0.00%
LVIP State Street Small-Cap Index Fund 7,100 $102,950 0.00%
VANGUARD BALANCED INDEX FUND 5,992 $95,033 0.00%
Dimensional U.S. Targeted Value ETF 5,934 $92,274 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 5,778 $91,639 0.00%
Small Cap Index Fund 5,096 $80,823 0.01%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 5,269 $75,768 0.00%
Goldman Sachs Absolute Return Tracker Fund 4,563 $72,369 0.00%
Schwab Total Stock Market Index Fund 4,562 $70,939 0.00%
U.S. Targeted Value Portfolio 4,384 $68,171 0.00%
Fidelity Small Cap Growth Index Fund 4,261 $67,579 0.01%
Global X Russell 2000 ETF 4,123 $64,113 0.00%
Fidelity Small Cap Value Index Fund 3,973 $63,012 0.00%
Small Cap Index Fund 3,685 $52,990 0.00%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 3,300 $52,338 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 2,764 $39,746 0.00%
Dimensional U.S. Small Cap ETF 2,393 $37,211 0.00%
ATM Small Cap Managed Volatility Portfolio 2,089 $33,132 0.00%
Small-Cap Index Portfolio 2,221 $32,205 0.00%
SIMT Small Cap Fund 1,990 $31,561 0.01%
SIIT SMALL CAP II FUND 2,109 $30,327 0.01%
SIIT SMALL CAP FUND 2,090 $30,054 0.02%
Showing 1–50 of 103 positions
Key facts CIK 1856365 CUSIP 31813A109 13F (30d) 71 filings 67 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)