FINW · Finwise Bancorp · Shareholders & Ownership

$11.90 +1.08 (+9.98%) Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$150.21M

13.88M

Volume · Oct 29 603 Avg daily vol (3M) 34.02K

Every disclosed holder of FINW 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 FINW

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	72	3,800,330	27.37%	Yes
Insiders (Forms 3, 4, 5)	19	3,041,074	21.91%	Yes
13D/G-only blocks	3	1,590,581	11.46%	Yes
Remaining	—	5,450,695	39.26%	Rest
Registered funds (N-PORT, not summed)	103	1,638,260	11.80%	No

Shares outstanding: 13,882,680, the issuer's latest cover-page count restated onto today's split basis.

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 FINW

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	Landvatter Kent Insider CIK 1876809 · Jul 28, 2026 Director, CHAIRMAN AND CEO, issuer-wide	1,162,496	8.37%	+56,476	Jul 28, 2026	Director, CHAIRMAN AND CEO, issuer-wide
1.1	Kent Landvatter 13G CIK 1876809 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, not summed	1,049,887	7.56%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, not summed
2	Menachem Wilenkin 13G CIK 1974867 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	829,614	5.98%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
3	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	814,507	5.87%	+14,631	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Jarret Prussin 13G CIK 1977682 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	756,430	5.45%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	520,593	3.75%	+64,355	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	220,507	1.59%	+21,344	Jun 30, 2026	iShares Trust, not summed
5.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	62,738	0.45%	+18,284	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	33,272	0.24%	+2,749	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	32,740	0.24%	+9,165	Jun 30, 2026	iShares Trust, not summed
5.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	15,701	0.11%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
6	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	469,048	3.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Noone James Insider CIK 1877353 · Jul 28, 2026 PRESIDENT, issuer-wide	466,365	3.36%	+56,476	Jul 28, 2026	PRESIDENT, issuer-wide
8	Giordano James N Insider CIK 1876793 · Mar 31, 2026 Director, issuer-wide	402,107	2.90%	+3,179	Mar 31, 2026	Director, issuer-wide
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	391,576	2.82%	+723	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	282,482	2.03%	+1,081	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	235,416	1.70%	-266,785	Sep 30, 2026
11.1	Wasatch Micro Cap Value Fund Fund S000000886 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	283,038	2.04%	-55,421	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
12	Reynolds Howard I Insider CIK 1876806 · Mar 31, 2026 Director, issuer-wide	231,532	1.67%	+190,238	Mar 31, 2026	Director, issuer-wide
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	228,504	1.65%	+28,534	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Cunningham Gerald Edwin Insider CIK 1876807 · Mar 31, 2026 Director, issuer-wide	161,591	1.16%	+3,179	Mar 31, 2026	Director, issuer-wide
15	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,796	0.86%	+5,312	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	17,276	0.12%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
15.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	14,049	0.10%	+3,667	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	11,665	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	11,312	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
15.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	7,726	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16	OBrien Michael Christopher Insider CIK 1893848 · Jul 28, 2026 See Remarks, issuer-wide	103,549	0.75%	+17,880	Jul 28, 2026	See Remarks, issuer-wide
17	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	97,324	0.70%	-358	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	86,864	0.63%	-944	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,300	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	153	0.00%	-141	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
19	Wahlman Robert E. Insider CIK 1488174 · Jul 28, 2026 EVP, Chief Financial Officer, issuer-wide	80,278	0.58%	+26,192	Jul 28, 2026	EVP, Chief Financial Officer, issuer-wide
20	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	75,737	0.55%	-8,152	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	30,700	0.22%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
20.2	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	19,800	0.14%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	75,480	0.54%	+7,602	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,204	0.03%	-892	Jun 30, 2026	Northern Funds, not summed
22	Thiessens Richard Insider CIK 2010464 · Jul 28, 2026 Insider, issuer-wide	68,174	0.49%	+17,389	Jul 28, 2026	Insider, issuer-wide
23	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	65,259	0.47%	+10,696	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	63,942	0.46%	+4,842	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Clayton Natasha Laurette Insider CIK 2043208 · Jul 28, 2026 See Remarks, issuer-wide	60,928	0.44%	+15,715	Jul 28, 2026	See Remarks, issuer-wide
26	Weichselbaum Alan Insider CIK 1435390 · Mar 31, 2026 Director, issuer-wide	59,242	0.43%	+3,179	Mar 31, 2026	Director, issuer-wide
27	Keil Robert Insider CIK 2010488 · Nov 3, 2025 Insider, issuer-wide	56,428	0.41%	-9,940	Nov 3, 2025	Insider, issuer-wide
28	EMERALD MUTUAL FUND ADVISERS TRUST 13F CIK 1352895 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	54,364	0.39%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Emerald Finance & Banking Innovation Fund Fund S000036389 · Registered fund · Jul 31, 2026 FINANCIAL INVESTORS TRUST, not summed	54,364	0.39%	0	Jul 31, 2026	FINANCIAL INVESTORS TRUST, not summed
29	PMC FIG Opportunities LLC 13F CIK 1899896 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	50,000	0.36%	+50,000	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	47,495	0.34%	+1,571	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	40,710	0.29%	+36,593	Jun 30, 2026	carried, not yet filed for the newest quarter
32	SMITH, MOORE & CO. 13F CIK 200724 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,000	0.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Militia Capital Management LLC 13F CIK 2130487 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,576	0.26%	+4,157	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Brosnan Timothy Stephen Insider CIK 2125176 · Jul 28, 2026 See Remarks, issuer-wide	33,037	0.24%	+14,345	Jul 28, 2026	See Remarks, issuer-wide
35	Hutchings Jeana Insider CIK 1876792 · Mar 31, 2026 Director, issuer-wide	29,187	0.21%	+3,179	Mar 31, 2026	Director, issuer-wide
36	Gibson Thomas Elmer Jr Insider CIK 1876790 · May 27, 2025 Director, issuer-wide	28,948	0.21%	+1,361	May 27, 2025	Director, issuer-wide
37	Grotta Sarah Elizabeth Insider CIK 2125710 · Jul 28, 2026 See Remarks, issuer-wide	28,764	0.21%	+19,072	Jul 28, 2026	See Remarks, issuer-wide
38	Tempus Wealth Planning, LLC 13F CIK 1806428 · Registered investment adviser · Sep 30, 2026	28,022	0.20%	0	Sep 30, 2026
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	27,944	0.20%	+3,295	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	23,366	0.17%	+3,279	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	4,562	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,800	0.19%	-2,226	Jun 30, 2026	carried, not yet filed for the newest quarter
41	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	25,598	0.18%	-11,645	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	12,576	0.09%	+2,915	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
41.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	9,662	0.07%	-1,484	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
41.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	1,460	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
42	Arcus Capital Partners, LLC 13F CIK 1651960 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	25,140	0.18%	+12,066	Jun 30, 2026	carried, not yet filed for the newest quarter
43	SCOGGIN MANAGEMENT LP 13F CIK 1086416 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,000	0.18%	+25,000	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Arias Juan Carlos Insider CIK 2126045 · Jul 28, 2026 See Remarks, issuer-wide	24,479	0.18%	+15,033	Jul 28, 2026	See Remarks, issuer-wide
45	EP Wealth Advisors, LLC 13F CIK 1540569 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,806	0.17%	+7	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,537	0.17%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	23,537	0.17%	0	Jun 30, 2026	EA Series Trust, not summed
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	21,105	0.15%	+1,832	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Stines Andrew G Insider CIK 2006373 · Mar 31, 2026 See Remarks, issuer-wide	19,072	0.14%	—	Mar 31, 2026	See Remarks, issuer-wide
49	Nievaard Lisa Ann Insider CIK 1876462 · Mar 31, 2026 Director, issuer-wide	18,987	0.14%	+3,179	Mar 31, 2026	Director, issuer-wide
50	NORDEN GROUP LLC 13F CIK 1990699 · Registered investment adviser · Sep 30, 2026	16,921	0.12%	0	Sep 30, 2026

13 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.

Showing 1–50 of 151 holders

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Key facts CIK 1856365 CUSIP 31813A109 13F (30d) 13 filings 13 filers Visit website Investor relations