Skip to main content
Equibles
FINW logo

FINW · Finwise Bancorp

Track FINW — free Ask ALVIS about FINW
$14.10 +0.14 (+1.00%) At close · Jul 29
Market Cap
$193.26M
Shares
13.71M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 60
Total Value: $57,978,591
Total Shares: 3,705,551

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 56 13F filers
Top Holder
21.1%
Jun 2023 → Mar 2026 · range 19.2% – 37.1%
of institutional value
Top 5
71.7%
Jun 2023 → Mar 2026 · range 66.6% – 87.3%
of institutional value
Top 10
86.2%
Jun 2023 → Mar 2026 · range 82.8% – 95.8%
of institutional value
HHI
1,161
Jun 2023 → Mar 2026 · range 1,084 – 1,968
Broadly held
Showing 60 of 60
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega ALLIANCEBERNSTEIN L.P. $12,686,033 21.88% 799,876
Large US BANCORP \DE\ Bank $7,439,101 12.83% 469,048
Large WASATCH ADVISORS LP $7,281,914 12.56% 502,201
Mega BlackRock, Inc. $7,235,933 12.48% 456,238
Mega VANGUARD CAPITAL MANAGEMENT LLC $6,198,928 10.69% 390,853
Mega GEODE CAPITAL MANAGEMENT, LLC $3,171,523 5.47% 199,970
Mega DIMENSIONAL FUND ADVISORS LP $1,799,854 3.10% 113,484
Mega STATE STREET CORP $1,392,634 2.40% 87,808
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,330,479 2.29% 83,889
Mega NORTHERN TRUST CORP Bank $1,076,544 1.86% 67,878
Mega VANGUARD FIDUCIARY TRUST CO Bank $937,326 1.62% 59,100
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $862,213 1.49% 54,364
Small SMITH, MOORE & CO. $602,680 1.04% 38,000
Mega GOLDMAN SACHS GROUP INC $590,673 1.02% 37,243
Small Militia Capital Management LLC $498,305 0.86% 31,419
Large RENAISSANCE TECHNOLOGIES LLC $444,492 0.77% 28,026
Small Tempus Wealth Planning, LLC $406,319 0.70% 28,022
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $390,933 0.67% 24,649
Mid EP Wealth Advisors, LLC $377,452 0.65% 23,799
Large Empowered Funds, LLC $373,296 0.64% 23,537
Mega Bank of New York Mellon Corp Bank $305,669 0.53% 19,273
Small NORDEN GROUP LLC $245,354 0.42% 16,921
Mega LPL Financial LLC $239,723 0.41% 15,115
Mid STEPHENS INC /AR/ $233,870 0.40% 16,129
Small GLOBEFLEX CAPITAL L P $211,524 0.36% 13,337
Small Arcus Capital Partners, LLC $207,353 0.36% 13,074
Mega DEUTSCHE BANK AG\ Bank $187,638 0.32% 11,831
Mega Nuveen, LLC $187,036 0.32% 11,793
Mid IFP Advisors, Inc $174,000 0.30% 12,000
Large LOS ANGELES CAPITAL MANAGEMENT LLC $112,494 0.19% 7,093
Mega RHUMBLINE ADVISERS $103,010 0.18% 6,495
Mega BARCLAYS PLC $80,536 0.14% 5,078
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $70,529 0.12% 4,447
Mega Vanguard Global Advisers, LLC $65,850 0.11% 4,152
Mega MORGAN STANLEY $65,294 0.11% 4,117
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $63,800 0.11% 4,400
Mega JPMORGAN CHASE & CO $60,981 0.11% 3,845
Mega WELLS FARGO & COMPANY/MN $54,462 0.09% 3,434
Mega BNP PARIBAS ARBITRAGE, SA $40,268 0.07% 2,539
Mid Tower Research Capital LLC (TRC) $40,141 0.07% 2,531
Large Police & Firemen's Retirement System of New Jersey Pension $29,754 0.05% 2,052
Mega UBS Group AG $24,329 0.04% 1,534
Mid Western Wealth Management, LLC $15,860 0.03% 1,000
Mid Ameritas Investment Partners, Inc. $14,670 0.03% 925
Mega Legal & General Group Plc $13,005 0.02% 820
Large Russell Investments Group, Ltd. $12,132 0.02% 765
Mega CITIGROUP INC $9,943 0.02% 627
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $7,993 0.01% 504
Mid Sterling Capital Management LLC $1,334 0.00% 92
Mid GAMMA Investing LLC $1,058 0.00% 73
Mega ROYAL BANK OF CANADA Bank $602 0.00% 38
Large CWM, LLC $586 0.00% 37
Small Covestor Ltd $507 0.00% 32
Mid EverSource Wealth Advisors, LLC $230 0.00% 16
Mega FMR LLC $190 0.00% 12
Micro True Wealth Design, LLC $145 0.00% 10
Mid Allworth Financial LP $31 0.00% 2
Mid Farther Finance Advisors, LLC $29 0.00% 2
Small Essential Partners LLC $15 0.00% 1
Small Wealth Enhancement Trust Services, Inc. $14 0.00% 1
Key facts CIK 1856365 CUSIP 31813A109 13F (30d) 13 filings 13 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)