DaveManuel.com · Institutional Ownership · Who Owns It
FINWISE BANCORP (FINW)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
69
Reporting holders
$60.1M
Reported value
29.3%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+13
Holder change
Institutions report 4,065,955 shares against 13,882,680 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $12.9M | 814,507 | 0.00% | 19q | +1.8%+$232.0K |
| BlackRock, Inc. | $7.5M | 520,593 | 0.00% | 8q | +14.1%+$933.1K |
| WASATCH ADVISORS LP | $7.3M | 502,201 | 0.05% | 8q | -16.6%-$1.4M |
| US BANCORP \DE\ | $6.8M | 469,048 | 0.01% | 11q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.7M | 391,576 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $3.3M | 228,504 | 0.00% | 17q | +14.3%+$413.8K |
| DIMENSIONAL FUND ADVISORS LP | $1.7M | 118,796 | 0.00% | 14q | +4.7%+$77.0K |
| STATE STREET CORP | $1.3M | 86,864 | 0.00% | 15q | -1.1%-$13.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.1M | 75,737 | 0.02% | 17q | -9.7%-$118.2K |
| NORTHERN TRUST CORP | $1.1M | 75,480 | 0.00% | 10q | +11.2%+$110.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $946.3K | 65,259 | 0.00% | 2q | +19.6%+$155.1K |
| VANGUARD FIDUCIARY TRUST CO | $927.2K | 63,942 | 0.00% | 2q | +8.2%+$70.2K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $788.3K | 54,364 | 0.03% | 19q | HELD |
| PMC FIG Opportunities LLC | $725.0K | 50,000 | 1.16% | new | NEW |
| MORGAN STANLEY | $590.3K | 40,710 | 0.00% | 7q | +888.8%+$530.6K |
| SMITH, MOORE & CO. | $551.0K | 38,000 | 0.04% | 19q | HELD |
| Militia Capital Management LLC | $515.9K | 35,576 | 0.02% | 2q | -62.3%-$850.9K |
| Tempus Wealth Planning, LLC | $406.3K | 28,022 | 0.08% | 6q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $405.2K | 27,944 | 0.00% | 5q | +13.4%+$47.8K |
| RENAISSANCE TECHNOLOGIES LLC | $374.1K | 25,800 | 0.00% | 18q | -7.9%-$32.3K |
| GOLDMAN SACHS GROUP INC | $371.2K | 25,598 | 0.00% | 4q | -31.3%-$168.9K |
| Arcus Capital Partners, LLC | $364.5K | 25,140 | 0.15% | 3q | +92.3%+$175.0K |
| SCOGGIN MANAGEMENT LP | $362.5K | 25,000 | 0.04% | new | NEW |
| EP Wealth Advisors, LLC | $345.2K | 23,806 | 0.00% | 3q | HELD |
| Empowered Funds, LLC | $341.3K | 23,537 | 0.00% | 13q | HELD |
| Bank of New York Mellon Corp | $306.0K | 21,105 | 0.00% | 5q | +9.5%+$26.6K |
| NORDEN GROUP LLC | $245.4K | 16,921 | 0.02% | 12q | HELD |
| STEPHENS INC /AR/ | $233.9K | 16,129 | 0.00% | 3q | HELD |
| STRS OHIO | $214.6K | 14,800 | 0.00% | new | NEW |
| Nuveen, LLC | $206.1K | 14,211 | 0.00% | 5q | +20.5%+$35.1K |
| GSA CAPITAL PARTNERS LLP | $198.0K | 13,652 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $178.3K | 12,298 | 0.00% | 4q | -54.5%-$213.2K |
| Squarepoint Ops LLC | $174.1K | 12,010 | 0.00% | new | NEW |
| IFP Advisors, Inc | $174.0K | 12,000 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $167.1K | 11,523 | 0.00% | new | NEW |
| LPL Financial LLC | $153.2K | 10,565 | 0.00% | 4q | -30.1%-$66.0K |
| DEUTSCHE BANK AG\ | $138.9K | 9,580 | 0.00% | 4q | -19.0%-$32.6K |
| WELLS FARGO & COMPANY/MN | $123.9K | 8,547 | 0.00% | 5q | +148.9%+$74.1K |
| RHUMBLINE ADVISERS | $94.6K | 6,526 | 0.00% | 5q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $89.7K | 6,189 | 0.00% | 3q | -12.7%-$13.1K |
| CITIGROUP INC | $65.4K | 4,509 | 0.00% | 11q | +619.1%+$56.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $64.4K | 4,441 | 0.00% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $63.8K | 4,400 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $60.9K | 4,153 | 0.00% | 5q | +8.0%+$4.5K |
| Vanguard Global Advisers, LLC | $60.2K | 4,152 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $59.3K | 4,091 | 0.00% | 8q | -19.4%-$14.3K |
| Russell Investments Group, Ltd. | $53.7K | 3,706 | 0.00% | 4q | +384.4%+$42.6K |
| GLOBEFLEX CAPITAL L P | $47.9K | 3,300 | 0.01% | 11q | -75.3%-$145.5K |
| Police & Firemen's Retirement System of New Jersey | $29.8K | 2,052 | 0.00% | 5q | HELD |
| UBS Group AG | $24.7K | 1,705 | 0.00% | 10q | +11.1%+$2.5K |
| BNP PARIBAS FINANCIAL MARKETS | $22.9K | 1,582 | 0.00% | 5q | -37.7%-$13.9K |
| Tower Research Capital LLC (TRC) | $22.6K | 1,562 | 0.00% | 4q | -38.3%-$14.1K |
| FMR LLC | $14.3K | 986 | 0.00% | 4q | +8116.7%+$14.1K |
| Ameritas Investment Partners, Inc. | $13.4K | 925 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $11.9K | 820 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $9.0K | 594 | 0.00% | 3q | +1463.2%+$8.4K |
| JONES FINANCIAL COMPANIES LLLP | $4.3K | 279 | 0.00% | new | NEW |
| Arax Advisory Partners | $2.6K | 180 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.9K | 131 | 0.00% | 5q | -74.0%-$5.4K |
| Sterling Capital Management LLC | $1.3K | 92 | 0.00% | 5q | -41.8% |
| GAMMA Investing LLC | $1.1K | 73 | 0.00% | 4q | -14.1% |
| Covestor Ltd | $1.0K | 50 | 0.00% | 2q | +56.2% |
| Allworth Financial LP | $566 | 39 | 0.00% | 2q | +1850.0% |
| Essential Partners LLC | $537 | 37 | 0.00% | 4q | +3600.0% |
| EverSource Wealth Advisors, LLC | $234 | 16 | 0.00% | 2q | +700.0% |
| True Wealth Design, LLC | $145 | 10 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $102 | 7 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $29 | 2 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $15 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $3.3M | 293,734 | 4 | 3 | 3 | 0.0% |
| Q2 2026 | 69 | $60.1M | 4,065,955 | 13 | 23 | 17 | 0.0% |
| Q1 2026 | 56 | $63.7M | 3,909,918 | 4 | 17 | 18 | 0.0% |
| Q4 2025 | 57 | $72.7M | 4,051,254 | 7 | 22 | 14 | 0.0% |
| Q3 2025 | 53 | $80.0M | 4,133,215 | 11 | 12 | 11 | 0.0% |
| Q2 2025 | 46 | $61.2M | 4,077,312 | 19 | 15 | 5 | 0.0% |
| Q1 2025 | 40 | $66.1M | 3,773,792 | 9 | 17 | 7 | 0.0% |
| Q4 2024 | 36 | $55.1M | 3,449,160 | 7 | 14 | 3 | 0.0% |
| Q3 2024 | 31 | $51.4M | 3,294,263 | 4 | 8 | 7 | 0.0% |
| Q2 2024 | 30 | $29.8M | 2,916,192 | 2 | 8 | 14 | 0.0% |
| Q1 2024 | 32 | $28.8M | 2,863,851 | 7 | 13 | 5 | 0.0% |
| Q4 2023 | 33 | $40.7M | 2,847,067 | 12 | 10 | 9 | 0.0% |
| Q3 2023 | 23 | $22.4M | 2,592,052 | 3 | 11 | 7 | 0.0% |
| Q2 2023 | 22 | $24.1M | 2,688,331 | 2 | 8 | 5 | 0.0% |
| Q1 2023 | 19 | $25.4M | 2,881,654 | 1 | 8 | 2 | 0.0% |
| Q4 2022 | 23 | $28.6M | 3,090,899 | 3 | 6 | 9 | 0.0% |
| Q3 2022 | 23 | $29.6M | 3,280,750 | 4 | 6 | 4 | 0.0% |
| Q2 2022 | 23 | $29.8M | 3,197,193 | 6 | 5 | 8 | 0.0% |
| Q1 2022 | 24 | $59.2M | 3,444,380 | 12 | 4 | 7 | 0.0% |
| Q4 2021 | 15 | $47.3M | 3,429,691 | 15 | 0 | 0 | 0.0% |