FINW Institutional Ownership
FinWise Bancorp
1W: -1.1%
1M: -8.2%
3M: -25.9%
YTD: -40.1%
1Y: -42.3%
3Y: +20.1%
$10.45
-0.05 (-0.48%)
Weekly Expected Move ±2.4%
$10
$11
$11
$11
$11
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — FINW
73
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
$60M
Total Invested
17
New Positions
27
Increased
17
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (81 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 814,507 | $9M | +14,631 | +1.8% | 19Q | SEC ↗ |
| 2 | BlackRock, Inc. | 520,593 | $5M | +64,355 | +14.1% | 8Q | SEC ↗ |
| 3 | WASATCH ADVISORS LP | 502,201 | $5M | -99,915 | -16.6% | 8Q | SEC ↗ |
| 4 | US BANCORP \DE | 469,048 | $5M | — | +0.0% | 11Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 391,576 | $4M | +723 | +0.2% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 228,504 | $2M | +28,534 | +14.3% | 17Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 118,796 | $1M | +5,312 | +4.7% | 14Q | SEC ↗ |
| 8 | STATE STREET CORP | 86,864 | $908K | -944 | -1.1% | 15Q | SEC ↗ |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 75,737 | $791K | -8,152 | -9.7% | 17Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 75,480 | $789K | +7,602 | +11.2% | 10Q | SEC ↗ |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 65,259 | $682K | +10,696 | +19.6% | 2Q | SEC ↗ |
| 12 | VANGUARD FIDUCIARY TRUST CO | 63,942 | $668K | +4,842 | +8.2% | 2Q | SEC ↗ |
| 13 | EMERALD MUTUAL FUND ADVISERS TRUST | 54,364 | $568K | — | +0.0% | 19Q | SEC ↗ |
| 14 | PMC FIG Opportunities LLC NEW | 50,000 | $522K | — | +0.0% | 1Q | SEC ↗ |
| 15 | MORGAN STANLEY | 40,710 | $425K | +36,593 | +888.8% | 7Q | SEC ↗ |
| 16 | SMITH, MOORE & CO. | 38,000 | $397K | — | +0.0% | 19Q | SEC ↗ |
| 17 | Militia Capital Management LLC | 35,576 | $372K | +4,157 | +13.2% | 2Q | SEC ↗ |
| 18 | Tempus Wealth Planning, LLC | 28,022 | $293K | — | +0.0% | 6Q | SEC ↗ |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 27,944 | $292K | +3,295 | +13.4% | 5Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 27,944 | $292K | — | +0.0% | 1Q | SEC ↗ |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 25,800 | $270K | -2,226 | -7.9% | 18Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 25,598 | $267K | -11,645 | -31.3% | 4Q | SEC ↗ |
| 23 | Arcus Capital Partners, LLC | 25,140 | $263K | +12,066 | +92.3% | 3Q | SEC ↗ |
| 24 | SCOGGIN MANAGEMENT LP NEW | 25,000 | $261K | — | +0.0% | 1Q | SEC ↗ |
| 25 | EP Wealth Advisors, LLC | 23,806 | $249K | +7 | +0.0% | 3Q | SEC ↗ |
| 26 | Empowered Funds, LLC | 23,537 | $246K | — | +0.0% | 13Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 21,105 | $221K | +1,832 | +9.5% | 5Q | SEC ↗ |
| 28 | NORDEN GROUP LLC | 16,921 | $177K | — | +0.0% | 12Q | SEC ↗ |
| 29 | STEPHENS INC /AR | 16,129 | $169K | — | +0.0% | 3Q | SEC ↗ |
| 30 | STRS OHIO NEW | 14,800 | $155K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Nuveen, LLC | 14,211 | $149K | +2,418 | +20.5% | 5Q | SEC ↗ |
| 32 | GSA CAPITAL PARTNERS LLP NEW | 13,652 | $143K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Global Retirement Partners, LLC NEW | 12,298 | $129K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Squarepoint Ops LLC NEW | 12,010 | $126K | — | +0.0% | 1Q | SEC ↗ |
| 35 | IFP Advisors, Inc NEW | 12,000 | $125K | — | +0.0% | 1Q | SEC ↗ |
| 36 | AQR CAPITAL MANAGEMENT LLC NEW | 11,523 | $120K | — | +0.0% | 1Q | SEC ↗ |
| 37 | LPL Financial LLC | 10,565 | $110K | -4,550 | -30.1% | 4Q | SEC ↗ |
| 38 | DEUTSCHE BANK AG | 9,580 | $100K | -2,251 | -19.0% | 4Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 8,547 | $89K | +5,113 | +148.9% | 5Q | SEC ↗ |
| 40 | RHUMBLINE ADVISERS | 6,526 | $68K | +31 | +0.5% | 5Q | SEC ↗ |
| 41 | LOS ANGELES CAPITAL MANAGEMENT LLC | 6,189 | $65K | -904 | -12.7% | 3Q | SEC ↗ |
| 42 | CITIGROUP INC | 4,509 | $47K | +3,882 | +619.1% | 11Q | SEC ↗ |
| 43 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,441 | $46K | -6 | -0.1% | 5Q | SEC ↗ |
| 44 | NEW YORK STATE COMMON RETIREMENT FUND | 4,400 | $46K | — | +0.0% | 5Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 4,153 | $43K | +308 | +8.0% | 5Q | SEC ↗ |
| 46 | Vanguard Global Advisers, LLC | 4,152 | $43K | — | +0.0% | 2Q | SEC ↗ |
| 47 | BARCLAYS PLC | 4,091 | $43K | -987 | -19.4% | 8Q | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 3,706 | $39K | +2,941 | +384.4% | 4Q | SEC ↗ |
| 49 | GLOBEFLEX CAPITAL L P | 3,300 | $34K | -10,037 | -75.3% | 11Q | SEC ↗ |
| 50 | Police & Firemen's Retirement System o | 2,052 | $21K | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| PMC FIG Opportunities LLC | 50,000 | $522K |
| Sixth Street Partners Management Co | 27,944 | $292K |
| SCOGGIN MANAGEMENT LP | 25,000 | $261K |
| STRS OHIO | 14,800 | $155K |
| GSA CAPITAL PARTNERS LLP | 13,652 | $143K |
| Global Retirement Partners, LLC | 12,298 | $129K |
| Squarepoint Ops LLC | 12,010 | $126K |
| IFP Advisors, Inc | 12,000 | $125K |
| AQR CAPITAL MANAGEMENT LLC | 11,523 | $120K |
| MERCER GLOBAL ADVISORS INC /ADV | 497 | $5K |
| JONES FINANCIAL COMPANIES LLLP | 279 | $3K |
| Arax Advisory Partners | 180 | $2K |
| CWM, LLC | 37 | $0K |
| Integrated Wealth Concepts LLC | 19 | $0K |
| True Wealth Design, LLC | 10 | $0K |
| ROTHSCHILD INVESTMENT LLC | 7 | $0K |
| Farther Finance Advisors, LLC | 2 | $0K |
| Wealth Enhancement Trust Services, | 1 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Siena Capital Partners GP, LLC | 91,588 | $957K |
| MILLENNIUM MANAGEMENT LLC | 12,496 | $131K |
| MetLife Investment Management, LLC | 6,140 | $64K |
| BANK OF AMERICA CORP /DE | 5,915 | $62K |
| Western Wealth Management, LLC | 1,000 | $10K |
| AMALGAMATED BANK | 292 | $3K |
| Vermillion & White Wealth Managemen | 150 | $2K |
| Transamerica Financial Advisors, LL | 68 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +64,355 | +14.1% | 520,593 |
| MORGAN STANLEY | +36,593 | +888.8% | 40,710 |
| GEODE CAPITAL MANAGEMENT, LLC | +28,534 | +14.3% | 228,504 |
| ALLIANCEBERNSTEIN L.P. | +14,631 | +1.8% | 814,507 |
| Arcus Capital Partners, LLC | +12,066 | +92.3% | 25,140 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +10,696 | +19.6% | 65,259 |
| NORTHERN TRUST CORP | +7,602 | +11.2% | 75,480 |
| DIMENSIONAL FUND ADVISORS LP | +5,312 | +4.7% | 118,796 |
| WELLS FARGO & COMPANY/MN | +5,113 | +148.9% | 8,547 |
| VANGUARD FIDUCIARY TRUST CO | +4,842 | +8.2% | 63,942 |
| Militia Capital Management LLC | +4,157 | +13.2% | 35,576 |
| CITIGROUP INC | +3,882 | +619.1% | 4,509 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +3,295 | +13.4% | 27,944 |
| Russell Investments Group, Ltd. | +2,941 | +384.4% | 3,706 |
| Nuveen, LLC | +2,418 | +20.5% | 14,211 |
| Bank of New York Mellon Corp | +1,832 | +9.5% | 21,105 |
| FMR LLC | +974 | +8116.7% | 986 |
| VANGUARD CAPITAL MANAGEMENT LLC | +723 | +0.2% | 391,576 |
| ROYAL BANK OF CANADA | +556 | +1463.2% | 594 |
| JPMORGAN CHASE & CO | +308 | +8.0% | 4,153 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WASATCH ADVISORS LP | -99,915 | -16.6% | 502,201 |
| GOLDMAN SACHS GROUP INC | -11,645 | -31.3% | 25,598 |
| GLOBEFLEX CAPITAL L P | -10,037 | -75.3% | 3,300 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -8,152 | -9.7% | 75,737 |
| LPL Financial LLC | -4,550 | -30.1% | 10,565 |
| DEUTSCHE BANK AG | -2,251 | -19.0% | 9,580 |
| RENAISSANCE TECHNOLOGIES LLC | -2,226 | -7.9% | 25,800 |
| BARCLAYS PLC | -987 | -19.4% | 4,091 |
| Tower Research Capital LLC (TRC) | -969 | -38.3% | 1,562 |
| BNP PARIBAS FINANCIAL MARKETS | -957 | -37.7% | 1,582 |
| STATE STREET CORP | -944 | -1.1% | 86,864 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -904 | -12.7% | 6,189 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -373 | -74.0% | 131 |
| Sterling Capital Management LLC | -66 | -41.8% | 92 |
| GAMMA Investing LLC | -12 | -14.1% | 73 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -6 | -0.1% | 4,441 |