Filing Research | CUBI - CUSTOMERS BANCORP INC Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	583.6KSH	$46.2M
2	Y-Intercept (Hong Kong) Ltd	Shares	40.7KSH	$3.2M
3	Mraz, Amerine & Associates, Inc.	Shares	36.0KSH	$2.8M
4	HENNESSY ADVISORS INC	Shares	35.0KSH	$2.8M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	31.3KSH	$2.5M
6	Louisiana State Employees Retirement System	Shares	13.8KSH	$1.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	9.3KSH	$736.0K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.4KSH	$667.8K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.5KSH	$590.1K
10	FIRST CITIZENS BANK & TRUST CO	Shares	7.3KSH	$581.4K
11	Envestnet Portfolio Solutions, Inc.	Shares	7.1KSH	$561.9K
12	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	5.8KSH	$458.8K
13	Yorktown Management & Research Co Inc	Shares	4.8KSH	$383.6K
14	CARY STREET PARTNERS FINANCIAL LLC	Shares	3.5KSH	$276.9K
15	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	3.5KSH	$273.4K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.8KSH	$215.4K
17	GAMMA Investing LLC	Shares	2.0KSH	$155.6K
18	Versant Capital Management, Inc	Shares	561SH	$44.4K
19	Farther Finance Advisors, LLC	Shares	436SH	$34.5K
20	Hughes Financial Services, LLC	Shares	200SH	$15.8K
21	EverSource Wealth Advisors, LLC	Shares	153SH	$12.1K
22	MassMutual Private Wealth & Trust, FSB	Shares	101SH	$8.0K
23	Fortitude Family Office, LLC	Shares	99SH	$7.8K
24	Vision Retirement, LLC	Shares	95SH	$7.5K
25	SIGNATUREFD, LLC	Shares	91SH	$7.2K
26	SJS Investment Consulting Inc.	Shares	54SH	$4.3K
27	Physician Wealth Advisors, Inc.	Shares	35SH	$2.8K
28	Bogart Wealth, LLC	Shares	23SH	$1.8K
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	21.4KSH	$1.7K
30	Valued Wealth Advisors LLC	Shares	21SH	$1.7K
31	Cedar Mountain Advisors, LLC	Shares	17SH	$1.3K
32	FARMERS & MERCHANTS INVESTMENTS INC	Shares	17SH	$1.3K
33	State of Alaska, Department of Revenue	Shares	11.6KSH	$918
34	Torren Management, LLC	Shares	11SH	$870
35	AMALGAMATED BANK	Shares	8.4KSH	$668
36	Handelsbanken Fonder AB	Shares	5.8KSH	$459
37	True Wealth Design, LLC	Shares	4SH	$317
38	IFP Advisors, Inc	Shares	4SH	$316
39	GHP Investment Advisors, Inc.	Shares	2SH	$159
40	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$159
41	JFS WEALTH ADVISORS, LLC	Shares	2SH	$159
42	Davis Capital Management	Shares	2SH	$158
43	CX Institutional	Shares	1.4KSH	$109
44	Abound Wealth Management	Shares	1SH	$80

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+30.5K	+$2.5M	$3.2M
2	HENNESSY ADVISORS INC added	Shares	+2.0K	+$478.0K	$2.8M
3	Mraz, Amerine & Associates, Inc. trimmed	Shares	-666	+$302.3K	$2.8M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+2.8K	+$215.4K	$215.4K
5	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-1.8K	+$181.0K	$2.5M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+570	+$129.7K	$736.0K
7	Louisiana State Employees Retirement System trimmed	Shares	-300	+$112.9K	$1.1M
8	FIRST CITIZENS BANK & TRUST CO added	Shares	+434	+$101.3K	$581.4K
9	Envestnet Portfolio Solutions, Inc. added	Shares	+461	+$100.8K	$561.9K
10	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-12	+$81.0K	$667.8K
11	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna unchanged	Shares	0	+$56.2K	$458.8K
12	Yorktown Management & Research Co Inc unchanged	Shares	0	+$47.0K	$383.6K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-403	+$44.3K	$590.1K
14	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$33.9K	$276.9K
15	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-57	+$29.5K	$273.4K
16	GAMMA Investing LLC added	Shares	+83	+$24.8K	$155.6K
17	Versant Capital Management, Inc added	Shares	+163	+$16.8K	$44.4K
18	SJS Investment Consulting Inc. new	Shares	+54	+$4.3K	$4.3K
19	Farther Finance Advisors, LLC trimmed	Shares	-15	+$2.5K	$34.5K
20	Hughes Financial Services, LLC added	Shares	+1	+$2.0K	$15.8K
21	Bogart Wealth, LLC new	Shares	+23	+$1.8K	$1.8K
22	Valued Wealth Advisors LLC new	Shares	+21	+$1.7K	$1.7K
23	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$979	$8.0K
24	Fortitude Family Office, LLC unchanged	Shares	0	+$959	$7.8K
25	Vision Retirement, LLC unchanged	Shares	0	+$921	$7.5K
26	EverSource Wealth Advisors, LLC trimmed	Shares	-10	+$788	$12.1K
27	Handelsbanken Fonder AB new	Shares	+5.8K	+$459	$459
28	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$339	$2.8K
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+44	+$211	$1.7K
30	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$165	$1.3K
31	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$165	$1.3K
32	JFS WEALTH ADVISORS, LLC new	Shares	+2	+$159	$159
33	Davis Capital Management new	Shares	+2	+$158	$158
34	Torren Management, LLC unchanged	Shares	0	+$106	$870
35	True Wealth Design, LLC unchanged	Shares	0	+$39	$317
36	IFP Advisors, Inc unchanged	Shares	0	+$38	$316
37	AMALGAMATED BANK trimmed	Shares	-717	+$32	$668
38	GHP Investment Advisors, Inc. unchanged	Shares	0	+$20	$159
39	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$20	$159
40	CX Institutional added	Shares	+57	+$17	$109
41	Abound Wealth Management trimmed	Shares	-2	-$129	$80
42	State of Alaska, Department of Revenue trimmed	Shares	-5.5K	-$266	$918
43	SIGNATUREFD, LLC trimmed	Shares	-25	-$854	$7.2K
44	Assenagon Asset Management S.A. trimmed	Shares	-195.2K	-$7.9M	$46.2M