13FBOX
FINWISE BANCORP COM · 13F Institutional Holdings
Options Calculator Rankings

FINWISE BANCORP COM

FINW
Institutions
70
Combined AUM (Q2 2026)
$60.1M
Combined Shares (Q2 2026)
4.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+363,128
42 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-144,031
17 · 1 Exit · ≈
⚖️ Net
+219,097
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$60.1M
Institutions
70
New Buys
15
Adds
27
Reduces
16
Exits
1
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#14$12.9M814,507$14.3M799,876+14,631+1.83%Add
BlackRock, Inc.
<0.01%<0.01%#34$7.5M520,593$7.2M456,238+64,355+14.11%Add
WASATCH ADVISORS LP
0.05%0.06%#4$7.3M502,201$9.5M602,116-99,915-16.59%Reduce
US BANCORP \DE\
0.01%0.01%#12$6.8M469,048$7.4M469,04800.00%Unchanged
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#33$5.7M391,576$6.2M390,853+723+0.18%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#31$3.3M228,504$3.2M199,970+28,534+14.27%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#26$1.7M118,796$1.8M113,484+5,312+4.68%Add
STATE STREET CORP
<0.01%<0.01%#46$1.3M86,864$1.4M87,808-944-1.08%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.02%0.03%#9$1.1M75,737$1.3M83,889-8,152-9.72%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#32$1.1M75,480$1.1M67,878+7,602+11.20%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#42$946,25665,259$865,36954,563+10,696+19.60%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#29$927,15963,942$937,32659,100+4,842+8.19%Add
EMERALD MUTUAL FUND ADVISERS TRUST
0.03%0.04%#7$788,27854,364$862,21354,36400.00%Unchanged
PMC FIG Opportunities LLC
1.16%#1$725,00050,000$00+50,000New Buy
MORGAN STANLEY
<0.01%<0.01%#50$590,29640,710$141,7417,310+33,400+456.91%Add
SMITH, MOORE & CO.
0.04%0.04%#6$551,00038,000$602,68038,00000.00%Unchanged
Militia Capital Management LLC
0.02%0.05%#10$515,85235,576$498,30531,419+4,157+13.23%Add
Tempus Wealth Planning, LLC
0.08%0.1%#3$406,31928,022$444,42928,02200.00%Unchanged
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#39$405,18827,944$390,93324,649+3,295+13.37%Add
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#22$374,10025,800$444,49228,026-2,226-7.94%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#49$371,17125,598$590,67437,243-11,645-31.27%Reduce
Arcus Capital Partners, LLC
0.15%0.07%#2$364,53025,140$182,52210,174+14,966+147.10%Add
SCOGGIN MANAGEMENT LP
0.04%#5$362,50025,000$00+25,000New Buy
EP Wealth Advisors, LLC
<0.01%<0.01%#19$345,18723,806$377,45223,799+7+0.03%Add
Empowered Funds, LLC
<0.01%<0.01%#18$341,28723,537$373,29723,53700.00%Unchanged
Bank of New York Mellon Corp
<0.01%<0.01%#40$306,02321,105$305,67019,273+1,832+9.51%Add
NORDEN GROUP LLC
0.02%0.03%#8$245,35516,921$268,36716,92100.00%Unchanged
STEPHENS INC /AR/
<0.01%<0.01%#17$233,87116,129$255,80616,12900.00%Unchanged
STRS OHIO
<0.01%#20$214,60014,800$00+14,800New Buy
Nuveen, LLC
<0.01%<0.01%#41$206,06014,211$187,03711,793+2,418+20.50%Add
GSA CAPITAL PARTNERS LLP
0.01%#11$197,95413,652$00+13,652New Buy
Global Retirement Partners, LLC
<0.01%#16$178,32112,298$00+12,298New Buy
Squarepoint Ops LLC
<0.01%#30$174,14512,010$00+12,010New Buy
IFP Advisors, Inc
<0.01%#15$174,00012,000$00+12,000New Buy
AQR CAPITAL MANAGEMENT LLC
<0.01%#38$167,08411,523$00+11,523New Buy
LPL Financial LLC
<0.01%<0.01%#48$153,19310,565$239,72415,115-4,550-30.10%Reduce
DEUTSCHE BANK AG\
<0.01%<0.01%#44$138,9119,580$187,64011,831-2,251-19.03%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#54$123,9328,547$54,4633,434+5,113+148.89%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#37$94,6256,526$103,0066,495+31+0.48%Add
LOS ANGELES CAPITAL MANAGEMENT LLC
<0.01%<0.01%#25$89,7416,189$112,4957,093-904-12.74%Reduce
CITIGROUP INC
<0.01%<0.01%#53$65,3814,509$9,945627+3,882+619.14%Add
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
<0.01%<0.01%#36$64,3954,441$70,5294,447-6-0.13%Reduce
NEW YORK STATE COMMON RETIREMENT FUND
<0.01%<0.01%#35$63,8004,400$69,7844,40000.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#61$60,9254,153$61,0583,845+308+8.01%Add
Vanguard Global Advisers, LLC
<0.01%<0.01%#51$60,2044,152$65,8514,15200.00%Unchanged
BARCLAYS PLC
<0.01%<0.01%#56$59,3204,091$80,5375,078-987-19.44%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#43$53,7373,706$12,132765+2,941+384.44%Add
GLOBEFLEX CAPITAL L P
0.01%0.03%#13$47,8503,300$211,52513,337-10,037-75.26%Reduce
Police & Firemen's Retirement System of New Jersey
<0.01%<0.01%#28$29,7542,052$32,5452,05200.00%Unchanged
UBS Group AG
<0.01%<0.01%#62$24,7231,705$24,3291,534+171+11.15%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow