FINW NASDAQ
FinWise Bancorp
1W: +7.2%
1M: -13.8%
3M: -18.6%
YTD: -20.0%
1Y: -7.9%
3Y: +75.5%
$13.85
-0.10 (-0.72%)
Weekly Expected Move ±4.6%
$12
$13
$13
$14
$14
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Institutional Ownership — FINW
67
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$48M
Total Invested
10
New Positions
15
Increased
30
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (72 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 781,706 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 2 | ALLIANCEBERNSTEIN L.P. | 767,406 | $$11M | -4,295 | -0.6% | 12Q | SEC ↗ |
| 3 | WASATCH ADVISORS LP | 602,116 | $$8M | — | +0.0% | 7Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 502,455 | $$7M | +15,132 | +3.1% | 12Q | SEC ↗ |
| 5 | US BANCORP \DE | 469,048 | $$6M | +30,000 | +6.8% | 10Q | SEC ↗ |
| 6 | BlackRock, Inc. | 456,238 | $$6M | -61,570 | -11.9% | 7Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 199,970 | $$3M | -6,591 | -3.2% | 13Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 113,484 | $$2M | +2,841 | +2.6% | 13Q | SEC ↗ |
| 9 | Militia Capital Partners, LP | 100,000 | $$1M | — | +0.0% | 5Q | SEC ↗ |
| 10 | STATE STREET CORP | 87,808 | $$1M | +1,660 | +1.9% | 13Q | SEC ↗ |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 83,889 | $$1M | -5,000 | -5.6% | 13Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 67,878 | $$940K | +2,288 | +3.5% | 9Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO NEW | 59,100 | $$819K | — | +0.0% | 1Q | SEC ↗ |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 54,563 | $$756K | — | +0.0% | 1Q | SEC ↗ |
| 15 | EMERALD MUTUAL FUND ADVISERS TRUST | 54,364 | $$753K | — | +0.0% | 13Q | SEC ↗ |
| 16 | SMITH, MOORE & CO. | 38,000 | $$526K | — | +0.0% | 13Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 37,243 | $$516K | -43,887 | -54.1% | 3Q | SEC ↗ |
| 18 | Militia Capital Management LLC NEW | 31,419 | $$435K | — | +0.0% | 1Q | SEC ↗ |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 28,026 | $$388K | +4,026 | +16.8% | 13Q | SEC ↗ |
| 20 | Tempus Wealth Planning, LLC | 28,022 | $$388K | — | +0.0% | 5Q | SEC ↗ |
| 21 | Global Retirement Partners, LLC | 27,000 | $$374K | — | +0.0% | 3Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 24,649 | $$341K | -2,769 | -10.1% | 4Q | SEC ↗ |
| 23 | EP Wealth Advisors, LLC | 23,799 | $$330K | +13,084 | +122.1% | 2Q | SEC ↗ |
| 24 | Empowered Funds, LLC | 23,537 | $$326K | -33,537 | -58.8% | 12Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 19,273 | $$267K | -1,144 | -5.6% | 4Q | SEC ↗ |
| 26 | NORDEN GROUP LLC | 16,921 | $$234K | — | +0.0% | 11Q | SEC ↗ |
| 27 | STEPHENS INC /AR | 16,129 | $$223K | — | +0.0% | 2Q | SEC ↗ |
| 28 | LPL Financial LLC | 15,115 | $$209K | +2,460 | +19.4% | 3Q | SEC ↗ |
| 29 | GLOBEFLEX CAPITAL L P | 13,337 | $$185K | +9,936 | +292.1% | 10Q | SEC ↗ |
| 30 | Arcus Capital Partners, LLC | 13,074 | $$181K | +2,900 | +28.5% | 2Q | SEC ↗ |
| 31 | MILLENNIUM MANAGEMENT LLC NEW | 12,496 | $$173K | — | +0.0% | 1Q | SEC ↗ |
| 32 | DEUTSCHE BANK AG | 11,831 | $$164K | +2,220 | +23.1% | 3Q | SEC ↗ |
| 33 | Nuveen, LLC | 11,793 | $$163K | — | +0.0% | 4Q | SEC ↗ |
| 34 | MORGAN STANLEY | 10,653 | $$148K | +3,343 | +45.7% | 5Q | SEC ↗ |
| 35 | WELLS FARGO & COMPANY/MN | 10,283 | $$142K | +4,163 | +68.0% | 3Q | SEC ↗ |
| 36 | LOS ANGELES CAPITAL MANAGEMENT LLC | 7,093 | $$98K | +6,189 | +684.6% | 2Q | SEC ↗ |
| 37 | RHUMBLINE ADVISERS | 6,495 | $$90K | -102 | -1.5% | 4Q | SEC ↗ |
| 38 | BARCLAYS PLC | 5,078 | $$70K | -9,556 | -65.3% | 7Q | SEC ↗ |
| 39 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,447 | $$62K | +102 | +2.3% | 4Q | SEC ↗ |
| 40 | NEW YORK STATE COMMON RETIREMENT FUND | 4,400 | $$61K | — | +0.0% | 4Q | SEC ↗ |
| 41 | Vanguard Global Advisers, LLC NEW | 4,152 | $$58K | — | +0.0% | 1Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 3,845 | $$53K | +59 | +1.6% | 4Q | SEC ↗ |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 2,539 | $$35K | -440 | -14.8% | 4Q | SEC ↗ |
| 44 | Tower Research Capital LLC (TRC) | 2,531 | $$35K | +1,885 | +291.8% | 3Q | SEC ↗ |
| 45 | Police & Firemen's Retirement System o | 2,052 | $$28K | — | +0.0% | 4Q | SEC ↗ |
| 46 | UBS Group AG | 1,534 | $$21K | -1,231 | -44.5% | 9Q | SEC ↗ |
| 47 | Western Wealth Management, LLC NEW | 1,000 | $$14K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Ameritas Investment Partners, Inc. | 925 | $$13K | — | +0.0% | 4Q | SEC ↗ |
| 49 | Legal & General Group Plc | 820 | $$11K | -113 | -12.1% | 4Q | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 765 | $$11K | — | +0.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 781,706 | $$11M |
| VANGUARD FIDUCIARY TRUST CO | 59,100 | $$819K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 54,563 | $$756K |
| Militia Capital Management LLC | 31,419 | $$435K |
| MILLENNIUM MANAGEMENT LLC | 12,496 | $$173K |
| Vanguard Global Advisers, LLC | 4,152 | $$58K |
| Western Wealth Management, LLC | 1,000 | $$14K |
| EverSource Wealth Advisors, LLC | 365 | $$5K |
| CWM, LLC | 37 | $$1K |
| Covestor Ltd | 32 | $$0K |
| Allworth Financial LP | 2 | $$0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Siena Capital Partners GP, LLC | 91,588 | $$1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 60,691 | $$841K |
| Andina Capital Management, LLC | 16,000 | $$222K |
| SUMMIT WEALTH GROUP LLC / CO | 15,695 | $$217K |
| Greenwich Wealth Management LLC | 14,000 | $$194K |
| MetLife Investment Management, LLC | 6,140 | $$85K |
| BANK OF AMERICA CORP /DE | 5,915 | $$82K |
| AMALGAMATED BANK | 292 | $$4K |
| Vermillion & White Wealth Managemen | 150 | $$2K |
| Transamerica Financial Advisors, LL | 68 | $$1K |
| Arax Advisory Partners | 1 | $$0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| US BANCORP \DE | +30,000 | +6.8% | 469,048 |
| VANGUARD GROUP INC | +15,132 | +3.1% | 502,455 |
| EP Wealth Advisors, LLC | +13,084 | +122.1% | 23,799 |
| GLOBEFLEX CAPITAL L P | +9,936 | +292.1% | 13,337 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +6,189 | +684.6% | 7,093 |
| WELLS FARGO & COMPANY/MN | +4,163 | +68.0% | 10,283 |
| RENAISSANCE TECHNOLOGIES LLC | +4,026 | +16.8% | 28,026 |
| MORGAN STANLEY | +3,343 | +45.7% | 10,653 |
| Arcus Capital Partners, LLC | +2,900 | +28.5% | 13,074 |
| DIMENSIONAL FUND ADVISORS LP | +2,841 | +2.6% | 113,484 |
| LPL Financial LLC | +2,460 | +19.4% | 15,115 |
| NORTHERN TRUST CORP | +2,288 | +3.5% | 67,878 |
| DEUTSCHE BANK AG | +2,220 | +23.1% | 11,831 |
| Tower Research Capital LLC (TRC) | +1,885 | +291.8% | 2,531 |
| STATE STREET CORP | +1,660 | +1.9% | 87,808 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +102 | +2.3% | 4,447 |
| JPMORGAN CHASE & CO | +59 | +1.6% | 3,845 |
| GAMMA Investing LLC | +2 | +2.4% | 85 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -61,570 | -11.9% | 456,238 |
| GOLDMAN SACHS GROUP INC | -43,887 | -54.1% | 37,243 |
| Empowered Funds, LLC | -33,537 | -58.8% | 23,537 |
| BARCLAYS PLC | -9,556 | -65.3% | 5,078 |
| GEODE CAPITAL MANAGEMENT, LLC | -6,591 | -3.2% | 199,970 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -5,000 | -5.6% | 83,889 |
| ALLIANCEBERNSTEIN L.P. | -4,295 | -0.6% | 767,406 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -2,769 | -10.1% | 24,649 |
| UBS Group AG | -1,231 | -44.5% | 1,534 |
| Bank of New York Mellon Corp | -1,144 | -5.6% | 19,273 |
| BNP PARIBAS FINANCIAL MARKETS | -440 | -14.8% | 2,539 |
| ROYAL BANK OF CANADA | -281 | -88.1% | 38 |
| Sterling Capital Management LLC | -127 | -44.6% | 158 |
| Legal & General Group Plc | -113 | -12.1% | 820 |
| RHUMBLINE ADVISERS | -102 | -1.5% | 6,495 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -67 | -11.7% | 504 |
| FMR LLC | -61 | -83.6% | 12 |
| CITIGROUP INC | -53 | -19.4% | 220 |