FINW - FinWise Bancorp Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqGM)

FinWise Bancorp
US ˙ NasdaqGM ˙ US31813A1097

Grundläggande statistik
Institutionella ägare 114 total, 114 long only, 0 short only, 0 long/short - change of 48,05% MRQ
Genomsnittlig portföljallokering 0.0614 % - change of −44,55% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 4 625 715 - 34,22% (ex 13D/G) - change of 0,53MM shares 12,93% MRQ
Institutionellt värde (lång) $ 68 765 USD ($1000)
Institutionellt ägande och aktieägare

FinWise Bancorp (US:FINW) har 114 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 4,625,715 aktier. Största aktieägare inkluderar Alliancebernstein L.p., Wasatch Advisors Inc, Vanguard Group Inc, Us Bancorp \de\, BlackRock, Inc., WAMVX - Wasatch Micro Cap Value Fund Investor Class shares, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, VEXMX - Vanguard Extended Market Index Fund Investor Shares, and Siena Capital Partners GP, LLC .

FinWise Bancorp (NasdaqGM:FINW) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 15, 2025 is 19,48 / share. Previously, on September 16, 2024, the share price was 14,40 / share. This represents an increase of 35,28% over that period.

FINW / FinWise Bancorp Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

FINW / FinWise Bancorp Historical Put/Call Ratio
13D/G-Arkiveringar

Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.

Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.

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Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2025-05-14 13G/A ALLIANCEBERNSTEIN L.P. 949,327 810,266 -14.65 6.10 -19.74
2025-05-13 13G WASATCH ADVISORS INC 704,109 5.30
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F Royal Bank Of Canada 125 12 400,00 2
2025-08-14 13F Bridgeway Capital Management Inc 92 706 2,72 1 392 −11,96
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 827 12
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1 421 0,00 21 −19,23
2025-08-20 NP WAMVX - Wasatch Micro Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 316 000 0,00 4 743 −14,28
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4 953 74
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 306 0,00 20 −13,64
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1 164 0,00 18 −19,05
2025-08-14 13F California State Teachers Retirement System 565 8
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 13 0
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 −100,00 0
2025-07-18 13F PFG Investments, LLC 0 −100,00 0 −100,00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 32 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14 133 212
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 043 8,35 173 −21,82
2025-08-05 13F Bank of New York Mellon Corp 17 701 266
2025-05-15 13F Gilder Gagnon Howe & Co Llc 0 −100,00 0
2025-08-12 13F Legal & General Group Plc 933 14
2025-08-15 13F Morgan Stanley 15 568 273,51 234 223,61
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 856 13
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 312 0,00 171 −18,18
2025-08-12 13F Dimensional Fund Advisors Lp 111 496 4,08 1 673 −10,83
2025-08-04 13F Emerald Mutual Fund Advisers Trust 85 424 0,00 1 282 −14,25
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 377 6
2025-06-26 NP USMIX - Extended Market Index Fund 967 −12,25 15 −30,00
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 069 0,00 137 −18,45
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 294 4
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 7 914 119
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 0 −100,00 0 −100,00
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 0 −100,00 0 −100,00
2025-08-12 13F Charles Schwab Investment Management Inc 27 418 412
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 2 393 0,00 36 −18,18
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 0 −100,00 0
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 711 56
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 210 3
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 17 276 0,00 261 −18,44
2025-08-12 13F Global Retirement Partners, LLC 27 000 405
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4 204 63
2025-08-14 13F Wasatch Advisors Inc 704 109 0,00 10 569 −14,28
2025-08-14 13F Militia Capital Partners, LP 74 601 49,20 1 120 27,89
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1 634 25
2025-08-04 13F Amalgamated Bank 310 0
2025-08-13 13F Renaissance Technologies Llc 37 500 5,04 563 −10,08
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 24 800 0,00 372 −14,29
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 384 0,00 66 −18,52
2025-08-14 13F Jain Global LLC 0 −100,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-14 13F Balyasny Asset Management Llc 0 −100,00 0
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 150 2
2025-08-12 13F Rhumbline Advisers 8 386 126
2025-08-13 13F New York State Common Retirement Fund 7 200 0
2025-06-25 NP HSSAX - Emerald Banking and Finance Fund Class A 85 424 0,00 1 292 −18,39
2025-08-12 13F Jpmorgan Chase & Co 4 298 65
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 1 998 30
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1 395 21
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 21 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 8 0,00 0
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20 316 −11,81 305 −24,57
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 878 13
2025-05-12 13F Advisor Group Holdings, Inc. 0 −100,00 0 −100,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2 023 6,92 30 −9,09
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3 706 56
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 982 15
2025-08-08 13F Geode Capital Management, Llc 204 323 109,26 3 068 79,36
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 210 3
2025-05-15 13F 683 Capital Management, LLC 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 2 911 3 887,67 44 4 200,00
2025-08-12 13F BlackRock, Inc. 340 860 476,92 5 116 394,78
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1 424 21
2025-07-17 13F Tempus Wealth Planning, LLC 28 022 0,00 421 −14,29
2025-07-24 13F Us Bancorp \de\ 429 048 22,22 6 440 4,78
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 5 375 27,55 81 3,85
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 326 0,00 126 −18,83
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 142 628 0,00 2 141 −14,30
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 434 22
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 300 5
2025-07-15 13F Norden Group Llc 14 200 0,00 213 −14,11
2025-07-30 13F Siena Capital Partners GP, LLC 137 123 0,00 2 058 −14,29
2025-08-14 13F Wells Fargo & Company/mn 5 137 77
2025-08-13 13F Northern Trust Corp 67 963 274,89 1 020 221,77
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 693 55
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 30 700 0,00 461 −14,34
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 75 785 0,00 1 138 −14,25
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 7 100 107
2025-07-21 13F Andina Capital Management, LLC 16 000 −65,22 240 −70,19
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37 530 563
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 112 958 1 695
2025-08-13 13F Smith, Moore & Co. 40 000 60,00 600 37,30
2025-08-14 13F Point72 (DIFC) Ltd 0 −100,00 0
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 955 435
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46 633 −0,57 669 −28,17
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 017 0,00 106 −18,46
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2 052 31
2025-08-12 13F Nuveen, LLC 11 793 177
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 778 151,66 87 115,00
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 064 0,00 230 −27,67
2025-08-11 13F Empowered Funds, LLC 26 506 10,20 398 −5,70
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 46 1
2025-08-12 13F Ameritas Investment Partners, Inc. 925 14
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1 425 21
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0
2025-08-14 13F/A Barclays Plc 17 118 186,88 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 129 0,00 17 −15,00
2025-08-14 13F Globeflex Capital L P 3 300 0,00 50 −14,04
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 181 3
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 271 560 0,00 4 076 −14,28
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 293 4
2025-08-13 13F Greenwich Wealth Management LLC 14 000 0,00 0
2025-08-13 13F MetLife Investment Management, LLC 6 140 92
2025-08-08 13F/A Sterling Capital Management LLC 111 2
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 925 14
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 686 0,00 96 −28,03
2025-05-07 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 767 341 −5,30 11 518 −18,82
2025-08-11 13F Citigroup Inc 3 146 −14,37 47 −26,56
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 1 901 29
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 747 11
2025-08-26 NP BRUSX - Ultra-Small Company Fund Class N 9 700 0,00 146 −14,20
2025-08-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2025-08-14 13F State Street Corp 71 878 308,05 1 079 250,00
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 665 0,00 176 −18,52
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 562 0,00 69 −19,05
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 777 0,00 12 −21,43
2025-08-14 13F UBS Group AG 24 337 −15,65 365 −27,72
2025-08-14 13F Susquehanna International Group, Llp 60 691 −68,28 911 −72,84
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 26 466 10,04 397 −5,70
2025-08-11 13F Vanguard Group Inc 485 584 15,08 7 289 −1,35
2025-08-26 NP Profunds - Profund Vp Small-cap 21 0
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