How many institutions own CUBI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CUBI shares is 332, representing 84.73% of the company's common stock.

Who are the major shareholders selling Customers Bancorp, Inc. stock?

TOROSO INVESTMENTS, LLC, in the last quarter, reduced its stake in CUBI by -7.36% restricting it's holding to 318.65 thousand shares of worth nearly $23.30M. DEUTSCHE BANK AG\ also lessened -54.29% of the CUBI shares from its portfolio, reducing its holding to 58.35 thousand shares of worth $4.27M. TIETON CAPITAL MANAGEMENT, LLC also shunned CUBI shares holding by -0.22% last quarter which brought its holding to 289.6 thousand shares worth $21.18M.

Investors who are buying CUBI stock?

As per its latest 13F filing, EMERALD ADVISERS, LLC increased its stake in CUBI by 42.53% in the last quarter. The institutional holder raised its holding to 330.31 thousand shares having worth more than $24.15M. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC also added 5.8% more shares of CUBI to its portfolio, raising its holding to 421.85 thousand shares of worth $31.43M. JPMORGAN CHASE & CO also increased its CUBI shares holding by 1.64% which brought its holding to 435.45 thousand shares worth $31.84M.

CUBI's major insiders: who are they?

The insider with the most stakes in CUBI is SIDHU JAY S , Chairman & CEO at the company. Additionally, CUBI stock is highly held by President, CEO Sidhu Samvir S. and director Way T Lawrence among others.

Did an insider recently sell CUBI stock?

Company executives, directors, and other insiders own 7.59% percent of Customers Bancorp, Inc.'s stock. Within the last six months, there have been 10 transaction(s) in which CUBI insiders have sold stock, totaling 214.14K shares. Insiders that have sold shares include VELASQUEZ JESSIE JOHN DEANO, SIDHU JAY S, and WATKINS PHILIP.

Which insider recently purchased CUBI stock?

There have been 0 transaction(s) during the past 6-months in which Customers Bancorp, Inc. insiders have bought stock, totalling 0 shares

How much of CUBI does insiders own?

Around 6.51M Customers Bancorp, Inc. shares are held by insiders, which represents about 7.59% of CUBI stock.

Who is the insider with the largest stake?

CUBI Chairman & CEO, SIDHU JAY S holds the largest portfolio of the company's shares. CUBI shares owned by SIDHU total nearly 790.03 thousand.

Which institution holds the most shares in CUBI?

TOROSO INVESTMENTS, LLC is the largest institutional owner in CUBI which holds 318.65 thousand shares worth $23.30M or 0.93% of the total CUBI shares outstanding followed by EMERALD ADVISERS, LLC with ownership of 330.31 thousand shares representing 0.97% of the CUBI ownership. ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC is the third largest stakeholder with 421.85 thousand shares or 1.23% of the ownership worth more than $31.43M.

Is Customers Bancorp, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CUBI is concerned, it is a stock which is optionable.

Is there a short position on CUBI's shares?

Number of CUBI shares short is 1.28M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CUBI shares are there?

As of today, 34.15M shares of CUBI are outstanding.

Is there many float in CUBI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CUBI has 29.54M shares in float.

CUBI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CUBI is 4.41.

Customers Bancorp (CUBI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares4.05

Short Percent Of Float5.99

Shares Outstanding34.15M

Shares Float29.54M

Shares Short1.28M

Short Ratio4.41

5.99%

Short % of Float

4.05%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

7.59% Percentage of Shares held by All Insiders

84.73% Percentage of Shares held by All Institutions

91.69% Percentage of Float held by Institutions

332

Number of Institutions Holding Shares

Institutional Ownership

About 84.73% of CUBI shares are held by financial institutions. TOROSO INVESTMENTS, LLC is the top corporate investor, holding 318.65K shares valued at $23.30M. A 0.93% stake in Customers Bancorp, Inc. is owned by the company. EMERALD ADVISERS, LLC owns 330.31K shares valued at $24.15M, which translates its holding of 0.97% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.93%	318.65K	23.3M	-25.33K	-7.36%
Dec 31, 2025	EMERALD ADVISERS, LLC	0.97%	330.31K	24.15M	98.56K	+42.53%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.23%	421.85K	31.43M	23.13K	+5.80%
Dec 31, 2025	JPMORGAN CHASE & CO	1.27%	435.45K	31.84M	7.04K	+1.64%
Dec 31, 2025	DEUTSCHE BANK AG\	0.17%	58.35K	4.27M	-69.3K	-54.29%
Dec 31, 2025	DE LISLE PARTNERS LLP	0.19%	63.66K	4.66M	11.64K	+22.37%
Dec 31, 2025	BARCLAYS PLC	0.19%	63.82K	4.67M	18.96K	+42.26%
Dec 31, 2025	SWISS NATIONAL BANK	0.19%	64K	4.68M	5.8K	+9.97%
Dec 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.41%	139.29K	10.19M	38.08K	+37.62%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.43%	146.48K	10.71M	44.43K	+43.54%
Dec 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.48%	164.33K	12.02M	2.55K	+1.57%
Dec 31, 2025	TIETON CAPITAL MANAGEMENT, LLC	0.85%	289.6K	21.18M	-645	-0.22%
Dec 31, 2025	BLACKROCK, INC.	14.62%	5M	365.53M	683.49K	+15.84%
Dec 31, 2025	MORGAN STANLEY	1.5%	511.85K	37.43M	-32.42K	-5.96%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.53%	524.75K	38.37M	38.87K	+8.00%
Dec 31, 2025	NUVEEN, LLC	1.65%	563.76K	41.22M	32.73K	+6.16%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.22%	757.85K	55.42M	63.98K	+9.22%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	2.81%	962.43K	70.37M	16.61K	+1.76%
Dec 31, 2025	STATE STREET CORP	5.36%	1.83M	134M	32.45K	+1.80%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	5.49%	1.88M	137.25M	-55.78K	-2.89%
Dec 31, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.19%	65.37K	4.78M	-2.4K	-3.54%
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.3%	103.46K	7.57M	70.55K	+214.37%
Dec 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.49%	166.84K	12.2M	3.83K	+2.35%
Dec 31, 2025	SEI INVESTMENTS CO	0.53%	180.56K	13.2M	60.34K	+50.19%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.53%	180.87K	13.23M	-98.57K	-35.27%
Dec 31, 2025	HEARTLAND ADVISORS INC	0.53%	182.88K	13.37M	-2.11K	-1.14%
Dec 31, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.54%	183.85K	13.44M	183.85K	+100.00%
Dec 31, 2025	INVESCO LTD.	0.59%	200.52K	14.66M	-20.38K	-9.23%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	0.36%	121.45K	8.88M	-30.61K	-20.13%
Dec 31, 2025	SOUTH DAKOTA INVESTMENT COUNCIL	0.36%	123.94K	9.06M	-16.7K	-11.87%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.61%	206.86K	15.13M	-11.68K	-5.34%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.65%	222.64K	14.27M	222.55K	+247,273.33%
Dec 31, 2025	ROYCE & ASSOCIATES LP	0.69%	237.55K	17.37M	-30.28K	-11.31%
Dec 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.73%	248.8K	18.19M	-42.12K	-14.48%
Dec 31, 2025	NORTHERN TRUST CORP	1.19%	405.65K	29.66M	1.01K	+0.25%
Dec 31, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	2.24%	766.21K	56.03M	339.93K	+79.75%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.55%	871.6K	63.73M	844.14K	+3,074.63%
Dec 31, 2025	HOOD RIVER CAPITAL MANAGEMENT LLC	5.05%	1.73M	126.18M	13.6K	+0.79%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	9.9%	3.39M	247.54M	-313.01K	-8.46%
Dec 31, 2025	VANGUARD GROUP INC	6.5%	2.22M	162.42M	66.03K	+3.06%
Dec 31, 2025	FEDERATED HERMES, INC.	0.3%	102.49K	7.49M	19.13K	+22.95%
Dec 31, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.39%	132.42K	8.66M	0	0
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.39%	133.92K	9.79M	-57.2K	-29.93%
Dec 31, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	0.47%	162.13K	11.85M	-103.52K	-38.97%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.48%	165.4K	12.09M	44.26K	+36.54%
Dec 31, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.62%	212.36K	15.53M	67.33K	+46.42%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.19%	66.52K	4.86M	45.3K	+213.50%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.2%	67.22K	4.92M	2.4K	+3.71%
Dec 31, 2025	MEEDER ASSET MANAGEMENT INC	0.31%	106.87K	7.81M	0	0
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.22%	74.19K	5.42M	69.55K	+1,499.94%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.22%	76.05K	5.56M	-98.91K	-56.53%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.23%	79.11K	5.78M	523	+0.67%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.24%	82K	6M	-36.6K	-30.86%
Dec 31, 2025	RHUMBLINE ADVISERS	0.25%	85.12K	6.22B	-2.14K	-2.46%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.26%	89.79K	6.57M	-3.45K	-3.70%
Dec 31, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.27%	91.07K	6.66M	39.84K	+77.75%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.27%	92.83K	6.79M	33.36K	+56.11%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.32%	109.4K	8M	65.75K	+150.60%
Dec 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.37%	128.17K	9.37M	-5.52K	-4.13%
Dec 31, 2025	CITADEL ADVISORS LLC	0.29%	100.45K	7.34B	-126.71K	-55.78%
Dec 31, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.35%	120.62K	8.82M	86.65K	+255.14%
Dec 31, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.79%	270.21K	19.76M	-29.46K	-9.83%
Dec 31, 2025	UBS GROUP AG	0.8%	273.93K	20.03M	51.73K	+23.28%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.81%	275.49K	20.14M	38.74K	+16.36%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.85%	289.86K	21.19M	110.09K	+61.24%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.3%	101.57K	7.43M	-12.2K	-10.72%
Sep 30, 2025	HOOD RIVER CAPITAL MANAGEMENT LLC	5.42%	1.71M	111.92M	189.08K	+12.41%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.38%	118.6K	7.75M	-60.9K	-33.93%
Sep 30, 2025	SEI INVESTMENTS CO	0.38%	120.22K	7.86M	7.91K	+7.04%
Sep 30, 2025	SOUTH DAKOTA INVESTMENT COUNCIL	0.45%	140.64K	9.19M	-55.26K	-28.21%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.55%	174.96K	11.44M	1.26K	+0.72%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.57%	179.76K	11.75M	34.08K	+23.39%
Sep 30, 2025	EMERALD ADVISERS, LLC	0.73%	231.75K	15.15M	231.75K	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.26%	81.48K	5.33M	584	+0.72%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.42%	133.69K	8.74M	13.46K	+11.20%
Sep 30, 2025	EMERALD MUTUAL FUND ADVISERS TRUST	0.46%	145.03K	9.48M	145.03K	+100.00%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.48%	152.05K	9.94M	-17.54K	-10.34%
Sep 30, 2025	HEARTLAND ADVISORS INC	0.59%	184.99K	12.09M	-750	-0.40%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.61%	191.12K	12.49M	68.4K	+55.74%
Sep 30, 2025	SHELLBACK CAPITAL, LP	0.84%	264.62K	17.3M	264.62K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	1.36%	428.41K	28.01M	-7.23K	-1.66%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.54%	485.88K	31.76M	51.56K	+11.87%
Sep 30, 2025	NUVEEN, LLC	1.68%	531.03K	34.71M	-1.93K	-0.36%
Sep 30, 2025	MORGAN STANLEY	1.72%	544.27K	35.58M	63.8K	+13.28%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.69%	218.54K	14.29M	-1.92K	-0.87%
Sep 30, 2025	INVESCO LTD.	0.7%	220.9K	14.44M	-13.88K	-5.91%
Sep 30, 2025	UBS GROUP AG	0.7%	222.21K	14.53M	11.71K	+5.57%
Sep 30, 2025	CITADEL ADVISORS LLC	0.72%	227.15K	14.85M	192.79K	+561.10%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.75%	236.75K	15.48M	28.8K	+13.85%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	693.86K	45.36M	-1.34K	-0.19%
Sep 30, 2025	STATE STREET CORP	5.7%	1.8M	117.67M	318.68K	+21.51%
Sep 30, 2025	JANE STREET GROUP, LLC	0.28%	86.94K	5.68B	48.63K	+126.97%
Sep 30, 2025	RHUMBLINE ADVISERS	0.28%	87.27K	5.7M	-1.29K	-1.46%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.29%	90.1K	5.89M	64.14K	+247.07%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	93.24K	6.1M	-41.6K	-30.85%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.32%	101.22K	6.62M	1.5K	+1.50%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.12%	1.93M	126.35M	-48.35K	-2.44%
Sep 30, 2025	VANGUARD GROUP INC	6.82%	2.16M	140.89M	81.2K	+3.91%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	11.71%	3.7M	241.76M	3.46K	+0.09%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.5%	158.43K	10.36M	153.59K	+3,173.33%
Sep 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.51%	161.79K	10.58M	-6.47K	-3.84%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.52%	163K	10.66M	41.19K	+33.82%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.26%	398.72K	25.72M	28.93K	+7.82%
Sep 30, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	0.84%	265.65K	17.37M	-3.85K	-1.43%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.85%	267.83K	17.51M	-17.13K	-6.01%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.88%	279.44K	18.27M	-101.83K	-26.71%
Sep 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	0.92%	290.25K	18.97M	9.03K	+3.21%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	1.04%	327.78K	21.43M	268.06K	+448.79%
Sep 30, 2025	TOROSO INVESTMENTS, LLC	1.09%	343.98K	22.49M	42K	+13.91%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.38%	121.14K	7.92M	10.48K	+9.47%
Sep 30, 2025	ALGERT GLOBAL LLC	0.4%	125.6K	8.21M	7.27K	+6.14%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.92%	290.92K	19.02M	65.38K	+28.99%
Sep 30, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.95%	299.67K	19.59M	-1.85K	-0.61%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.99%	945.83K	61.83M	69.2K	+7.89%
Sep 30, 2025	NORTHERN TRUST CORP	1.28%	404.64K	26.45M	35.84K	+9.72%
Sep 30, 2025	DRIEHAUS CAPITAL MANAGEMENT LLC	1.35%	426.27K	27.87M	426.27K	+100.00%
Sep 30, 2025	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.12%	37.91K	2.48M	-100	-0.26%
Sep 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.12%	37.92K	2.48M	-290	-0.76%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	39.84K	2.6M	26.53K	+199.49%
Sep 30, 2025	HENNESSY ADVISORS INC	0.13%	40K	2.61M	3K	+8.11%
Sep 30, 2025	SIPPICAN CAPITAL ADVISORS	0.13%	40.55K	2.65M	-90	-0.22%
Sep 30, 2025	BARCLAYS PLC	0.14%	44.87K	2.93M	-34.87K	-43.73%
Sep 30, 2025	CITIGROUP INC	0.15%	47.41K	3.1M	-13.28K	-21.88%
Sep 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.16%	49.83K	3.26M	11.49K	+29.98%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.16%	51.24K	3.35M	51.24K	+100.00%
Sep 30, 2025	DE LISLE PARTNERS LLP	0.16%	52.02K	3.4M	10K	+23.80%
Sep 30, 2025	MARSHALL WACE, LLP	0.17%	54.3K	3.55M	9.17K	+20.32%
Sep 30, 2025	SWISS NATIONAL BANK	0.18%	58.2K	3.8M	1.1K	+1.93%
Sep 30, 2025	QUANTBOT TECHNOLOGIES LP	0.2%	62.44K	4.08M	30.64K	+96.37%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.21%	64.82K	4.24M	2.06K	+3.28%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.21%	67.77K	4.43M	-2.51K	-3.57%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.25%	78.59K	5.14M	-1.95K	-2.42%
Sep 30, 2025	FEDERATED HERMES, INC.	0.26%	83.36K	5.45M	-192	-0.23%
Sep 30, 2025	BLACKROCK, INC.	13.66%	4.32M	282.11M	-17.09K	-0.39%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.32%	102.05K	6.67M	11.39K	+12.56%
Sep 30, 2025	MEEDER ASSET MANAGEMENT INC	0.34%	106.87K	6.99M	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.36%	113.77K	7.44M	19.84K	+21.13%
Sep 30, 2025	DEUTSCHE BANK AG\	0.4%	127.65K	8.34M	43.82K	+52.28%
Sep 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.42%	132.42K	8.66M	18K	+15.73%
Jun 30, 2025	UBS GROUP AG	0.67%	210.49K	12.36M	-56.48K	-21.15%
Jun 30, 2025	HRT FINANCIAL LP	0.06%	18.5K	1.09M	-17.72K	-48.92%
Jun 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.06%	17.48K	1.03M	1.33K	+8.21%
Jun 30, 2025	BLACKROCK, INC.	13.72%	4.33M	254.5M	-167.28K	-3.72%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	11.7%	3.69M	217.04M	162.03K	+4.59%
Jun 30, 2025	VANGUARD GROUP INC	6.57%	2.07M	121.83M	4.72K	+0.23%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	6.27%	1.98M	116.37M	-48.7K	-2.40%
Jun 30, 2025	HOOD RIVER CAPITAL MANAGEMENT LLC	4.82%	1.52M	89.46M	23.42K	+1.56%
Jun 30, 2025	STATE STREET CORP	4.69%	1.48M	87.02M	-104.68K	-6.60%
Jun 30, 2025		1.69%	532.96K	31.31M	2.04K	+0.38%
Jun 30, 2025	JPMORGAN CHASE & CO	1.38%	435.64K	25.59M	37.31K	+9.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.38%	434.32K	25.51M	-7.1K	-1.61%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.29%	90.66K	5.33M	90.66K	+100.00%
Jun 30, 2025	RHUMBLINE ADVISERS	0.28%	88.55K	5.2M	916	+1.05%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	86.71K	5.09M	-1.76K	-1.99%
Jun 30, 2025	DEUTSCHE BANK AG\	0.27%	83.83K	4.92M	-2.53K	-2.93%
Jun 30, 2025	MORGAN STANLEY	1.52%	480.47K	28.22M	12.14K	+2.59%
Jun 30, 2025	WEDGE CAPITAL MANAGEMENT L L P/NC	0.12%	38.77K	2.28M	-1.64K	-4.05%
Jun 30, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.06%	18.65K	1.1M	-18.05K	-49.18%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.78%	876.63K	51.49M	46.6K	+5.61%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	695.2K	40.84M	2.49K	+0.36%
Jun 30, 2025	RAFFERTY ASSET MANAGEMENT, LLC	0.12%	38.34K	2.25M	-8.13K	-17.50%
Jun 30, 2025	HENNESSY ADVISORS INC	0.12%	37K	2.17M	0	0
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.07%	22.87K	1.34M	1.6K	+7.50%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.07%	21.19K	1.24M	10.2K	+92.89%
Jun 30, 2025	HUSSMAN STRATEGIC ADVISORS, INC.	0.07%	21K	1.23M	21K	+100.00%
Jun 30, 2025	SRN ADVISORS, LLC	0.06%	20.19K	1.19M	3.76K	+22.89%
Jun 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.71%	225.54K	13.25M	-65.5K	-22.51%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.7%	220.46K	12.95M	-792	-0.36%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.66%	207.96K	12.22M	-40.53K	-16.31%
Jun 30, 2025	SOUTH DAKOTA INVESTMENT COUNCIL	0.62%	195.9K	11.51M	5K	+2.62%
Jun 30, 2025	HEARTLAND ADVISORS INC	0.59%	185.74K	10.91M	-100	-0.05%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.9%	284.96K	16.74M	23.45K	+8.97%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.22%	70.28K	4.13M	-2.7K	-3.70%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.22%	70.05K	4.11M	2.78K	+4.14%
Jun 30, 2025	MARSHALL WACE, LLP	0.14%	45.13K	2.65M	45.13K	+100.00%
Jun 30, 2025	DARK FOREST CAPITAL MANAGEMENT LP	0.14%	43.52K	2.56M	-7.54K	-14.77%
Jun 30, 2025	ROYAL BANK OF CANADA	0.14%	43.2K	2.54M	37.86K	+708.40%
Jun 30, 2025	DE LISLE PARTNERS LLP	0.13%	42.02K	2.47M	0	0
Jun 30, 2025	SIPPICAN CAPITAL ADVISORS	0.13%	40.64K	2.39M	1.82K	+4.67%
Jun 30, 2025	MRAZ, AMERINE & ASSOCIATES, INC.	0.12%	38.21K	2.24M	0	0
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.11%	33.87K	1.99B	0	0
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.11%	33.31K	1.96B	-24.12K	-42.00%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	31.91K	1.88M	-520	-1.60%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.1%	31.8K	1.87M	-10.83K	-25.41%
Jun 30, 2025	MACKENZIE FINANCIAL CORP	0.1%	31.04K	1.82M	891	+2.96%
Jun 30, 2025	JUMP FINANCIAL, LLC	0.1%	31K	1.82M	-3.16K	-9.25%
Jun 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.1%	30.13K	1.77M	18.33K	+155.28%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.09%	27.8K	1.63B	-320	-1.14%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.08%	25.96K	1.52M	-42.63K	-62.15%
Jun 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.08%	25.67K	1.51M	0	0
Jun 30, 2025	MILITIA CAPITAL PARTNERS, LP	0.08%	25K	1.47M	9K	+56.25%
Jun 30, 2025	ENGINEERS GATE MANAGER LP	0.07%	23.43K	1.38M	-36.38K	-60.83%
Jun 30, 2025	HARBOR ADVISORS LLC	0.07%	23K	1.35M	-12.5K	-35.21%
Jun 30, 2025	TIETON CAPITAL MANAGEMENT, LLC	0.89%	281.22K	16.52M	-2.33K	-0.82%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.57%	179.5K	10.54M	-40.3K	-18.33%
Jun 30, 2025	D. E. SHAW & CO., INC.	1.21%	381.26K	22.4M	-66.8K	-14.91%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.17%	369.8K	22.98M	52.21K	+16.44%
Jun 30, 2025	NORTHERN TRUST CORP	1.17%	368.8K	21.66M	-3.59K	-0.96%
Jun 30, 2025	TOROSO INVESTMENTS, LLC	0.96%	301.98K	17.74M	94.11K	+45.27%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	134.84K	7.92M	32.84K	+32.19%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.39%	122.72K	7.21M	33.8K	+38.01%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.39%	121.81K	7.16M	-33.45K	-21.54%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.38%	120.23K	7.06M	8.13K	+7.26%
Jun 30, 2025	NUVEEN, LLC	1.69%	532.96K	31.31M	2.04K	+0.38%
Jun 30, 2025	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	0.85%	269.49K	15.83M	269.49K	+100.00%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.55%	173.7K	10.2M	49.45K	+39.80%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.54%	169.59K	9.96M	9.4K	+5.87%
Jun 30, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.53%	168.25K	9.88M	-10.17K	-5.70%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.46%	145.68K	8.56M	480	+0.33%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.3%	93.93K	5.52M	-7.23K	-7.14%
Jun 30, 2025	ARISTOTLE CAPITAL BOSTON, LLC	0.95%	301.52K	17.71M	-16.82K	-5.28%
Jun 30, 2025	ANATOLE INVESTMENT MANAGEMENT LTD	0.95%	299.5K	17.59M	299.5K	+100.00%
Jun 30, 2025	INVESCO LTD.	0.74%	234.78K	13.79M	113.17K	+93.06%
Jun 30, 2025	ALGERT GLOBAL LLC	0.37%	118.33K	6.95M	23.78K	+25.15%
Jun 30, 2025	ACCESS INVESTMENT MANAGEMENT LLC	0.36%	114.42K	6.72M	114.42K	+100.00%
Jun 30, 2025	SEI INVESTMENTS CO	0.36%	112.31K	6.6M	9.99K	+9.77%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.35%	110.66K	6.5M	110.66K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	106.96K	6.28M	-11.1K	-9.40%
Jun 30, 2025	MEEDER ASSET MANAGEMENT INC	0.34%	106.87K	6.28M	106.87K	+100.00%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.32%	99.72K	5.86M	13.6K	+15.79%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.3%	95.08K	5.58M	26.58K	+38.79%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.46%	145.2K	7.29M	3.8K	+2.69%
Mar 31, 2025	UBS GROUP AG	0.85%	266.97K	13.4M	126.24K	+89.70%
Mar 31, 2025	NORTHERN TRUST CORP	1.18%	372.39K	18.69M	-9.3K	-2.44%
Mar 31, 2025	SEI INVESTMENTS CO	0.33%	102.32K	5.14M	-1.32K	-1.28%
Mar 31, 2025	STATE STREET CORP	5.04%	1.59M	79.62M	-301.73K	-15.98%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.28%	88.92K	4.46M	17.55K	+24.59%
Mar 31, 2025	JPMORGAN CHASE & CO	1.27%	398.33K	20M	-31.24K	-7.27%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	11.23%	3.53M	177.35M	902.41K	+34.31%
Mar 31, 2025	BLACKROCK, INC.	14.31%	4.5M	225.9M	-68.69K	-1.50%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.51%	160.19K	8.04M	16.9K	+11.79%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	6.45%	2.03M	101.9M	-106.87K	-5.00%
Mar 31, 2025	ALGERT GLOBAL LLC	0.3%	94.55K	4.75M	61.42K	+185.41%
Mar 31, 2025	VANGUARD GROUP INC	6.58%	2.07M	103.88M	-68.24K	-3.19%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.34%	107.56K	5.4M	72.54K	+207.14%
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.35%	109.71K	5.51M	104.13K	+1,866.54%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.83%	261.51K	13.13M	8.92K	+3.53%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.32%	101.15K	5.08M	52.63K	+108.44%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.7%	219.8K	11.03M	-8K	-3.51%
Mar 31, 2025	ARISTOTLE CAPITAL BOSTON, LLC	1.01%	318.35K	15.98M	-54.5K	-14.62%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.49%	155.26K	7.79M	27.05K	+21.10%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.87%	274.73K	13.79M	114.43K	+71.38%
Mar 31, 2025	CITADEL ADVISORS LLC	0.89%	278.43K	13.98M	-27.11K	-8.87%
Mar 31, 2025	TIETON CAPITAL MANAGEMENT, LLC	0.9%	283.54K	14.23M	-6.83K	-2.35%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	692.71K	34.78M	9.03K	+1.32%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.64%	830.02K	41.67M	56.25K	+7.27%
Mar 31, 2025	HEARTLAND ADVISORS INC	0.59%	185.84K	9.33M	28.24K	+17.92%
Mar 31, 2025	SOUTH DAKOTA INVESTMENT COUNCIL	0.61%	190.9K	9.58M	-14.7K	-7.15%
Mar 31, 2025	TOROSO INVESTMENTS, LLC	0.66%	207.88K	10.44M	81.79K	+64.87%
Mar 31, 2025	MORGAN STANLEY	1.49%	468.33K	23.51M	-23.09K	-4.70%
Mar 31, 2025	INVESCO LTD.	0.39%	121.61K	6.1M	-87.98K	-41.98%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.27%	86.12K	4.32M	-5.19K	-5.69%
Mar 31, 2025	GATOR CAPITAL MANAGEMENT, LLC	0.57%	178.42K	8.96M	-386	-0.22%
Mar 31, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.93%	291.04K	14.61M	-129.73K	-30.83%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.01%	317.58K	16.13M	32.22K	+11.29%
Mar 31, 2025	DEUTSCHE BANK AG\	0.27%	86.36K	4.34M	15.25K	+21.44%
Mar 31, 2025	D. E. SHAW & CO., INC.	1.42%	448.07K	22.49M	220.92K	+97.26%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.7%	221.25K	11.11M	-7.78K	-3.40%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.79%	248.49K	12.47M	-26.17K	-9.53%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.28%	88.47K	4.44M	-5.78K	-6.13%
Mar 31, 2025	RHUMBLINE ADVISERS	0.28%	87.64K	4.4M	-3.81K	-4.17%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.4%	441.42K	22.16M	-47.87K	-9.78%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.36%	112.09K	5.63M	39.46K	+54.33%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.4%	124.26K	6.24M	68.17K	+121.55%
Mar 31, 2025	SHELLBACK CAPITAL, LP	0.41%	130.42K	6.55M	22.42K	+20.76%
Mar 31, 2025		1.69%	530.92K	26.65M	530.92K	+100.00%
Mar 31, 2025	HOOD RIVER CAPITAL MANAGEMENT LLC	4.77%	1.5M	75.28M	28.66K	+1.95%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.27%	86.12K	4.32M	16.7K	+24.06%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.32%	102K	5.12M	49.76K	+95.24%
Mar 31, 2025	JANE STREET GROUP, LLC	0.34%	108.28K	5.44M	30.98K	+40.08%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.38%	118.06K	5.93M	57.74K	+95.72%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.14%	44.47K	2.36M	-4.99K	-10.10%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.31%	98.72K	5.24M	1.4K	+1.44%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2%	628.26K	33.34M	21K	+3.46%
Mar 31, 2024	JPMORGAN CHASE & CO	2.03%	636.16K	33.75M	-51.78K	-7.53%
Mar 31, 2024	STATE STREET CORP	5%	1.57M	83.32M	83.98K	+5.65%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	6.53%	2.05M	108.69M	333.46K	+19.44%
Mar 31, 2024	VANGUARD GROUP INC	6.97%	2.19M	116.04M	111.65K	+5.38%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	7.08%	2.22M	117.84M	66.87K	+3.10%
Mar 31, 2024	BLACKROCK INC.	14.57%	4.57M	242.58M	12.07K	+0.26%
Mar 31, 2024	RHUMBLINE ADVISERS	0.27%	83.96K	4.45M	-156	-0.19%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.27%	84.69K	4.49M	-5.55K	-6.15%
Mar 31, 2024	GATOR CAPITAL MANAGEMENT, LLC	0.35%	110.1K	5.84M	110.1K	+100.00%
Mar 31, 2024	DEUTSCHE BANK AG\	0.35%	110.66K	5.87M	-26.99K	-19.61%
Mar 31, 2024	CRAWFORD FUND MANAGEMENT, LLC	0.37%	116.82K	6.2M	15.9K	+15.75%
Mar 31, 2024	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.38%	120K	6.37M	120K	+100.00%
Mar 31, 2024	EAGLE ASSET MANAGEMENT INC	0.41%	127.32K	6.59M	63.46K	+99.37%
Mar 31, 2024	FEDERATED HERMES, INC.	0.45%	140.04K	7.43M	1.85K	+1.34%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.45%	142.64K	7.57M	766	+0.54%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.48%	149.29K	7.92M	-2.93K	-1.93%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.48%	151.42K	8.03M	11.53K	+8.24%
Mar 31, 2024	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.49%	154.61K	8.2M	51.13K	+49.41%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.54%	170.06K	9.02M	-18.51K	-9.81%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.57%	177.38K	9.41M	29.97K	+20.33%
Mar 31, 2024	TOROSO INVESTMENTS, LLC	0.63%	197.29K	10.47M	-252.25K	-56.11%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.75%	234.94K	12.47M	-13.23K	-5.33%
Mar 31, 2024	TIETON CAPITAL MANAGEMENT, LLC	0.77%	240.15K	12.74M	1.51K	+0.63%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.83%	259.24K	13.76M	-13.94K	-5.10%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.83%	261.08K	13.85M	-25.37K	-8.86%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.83%	261.85K	13.89M	7.05K	+2.77%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.87%	271.88K	14.43M	-20.89K	-7.14%
Mar 31, 2024	ACCESS INVESTMENT MANAGEMENT LLC	0.9%	281.13K	14.92M	75	+0.03%
Mar 31, 2024	HOOD RIVER CAPITAL MANAGEMENT LLC	0.9%	282.6K	14.99M	-5.08K	-1.77%
Mar 31, 2024	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	0.95%	299.01K	15.87M	95.83K	+47.17%
Mar 31, 2024	GREAT LAKES ADVISORS, LLC	0.97%	305.43K	16.21M	14.84K	+5.11%
Mar 31, 2024	NORTHERN TRUST CORP	0.98%	306.95K	16.29M	-10.62K	-3.34%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	85.5K	4.54M	-636	-0.74%
Mar 31, 2024	SEI INVESTMENTS CO	0.27%	86.23K	4.58M	-18.5K	-17.67%
Mar 31, 2024	CITADEL ADVISORS LLC	0.28%	87.11K	4.62M	-44.53K	-33.83%
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.32%	98.92K	5.25M	-12.73K	-11.40%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.34%	106.6K	5.66M	94.4K	+773.77%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.04%	327.2K	17.36M	-26.2K	-7.41%
Mar 31, 2024	INVESCO LTD.	1.11%	347.6K	18.44M	7.2K	+2.12%
Mar 31, 2024	JACOBS LEVY EQUITY MANAGEMENT, INC	1.14%	358.07K	19M	-103.44K	-22.41%
Mar 31, 2024	ARISTOTLE CAPITAL BOSTON, LLC	1.28%	402.53K	21.36M	-52.95K	-11.63%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.32%	412.89K	21.91M	4.97K	+1.22%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	1.83%	573.69K	30.44M	46.27K	+8.77%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	1.91%	599.27K	31.8M	138.11K	+29.95%
Mar 31, 2024	MORGAN STANLEY	1.92%	601.1K	31.89M	-7.66K	-1.26%
Mar 31, 2024	DRIEHAUS CAPITAL MANAGEMENT LLC	1.92%	602.35K	31.96M	-83.79K	-12.21%
Mar 31, 2024	DE LISLE PARTNERS LLP	0.17%	52.02K	2.76M	52.02K	+100.00%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.18%	55.26K	2.93M	25.01K	+82.69%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.18%	56.46K	3M	1.34K	+2.44%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.18%	58.01K	3.08M	-670	-1.14%
Mar 31, 2024	SWISS NATIONAL BANK	0.19%	58.6K	3.11M	0	0
Mar 31, 2024	FRANKLIN RESOURCES INC	0.19%	58.9K	3.13M	36.49K	+162.81%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.19%	59.9K	3.18M	59.9K	+100.00%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.2%	61.82K	3.28M	61.82K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.2%	64.04K	3.4M	-21.53K	-25.16%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.22%	68.8K	3.65M	19.71K	+40.16%
Mar 31, 2024	RAFFERTY ASSET MANAGEMENT, LLC	0.23%	71.48K	3.79M	13.63K	+23.56%
Mar 31, 2024	ASSENAGON ASSET MANAGEMENT S.A.	0.23%	72.14K	3.83M	-111.03K	-60.62%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.25%	78.1K	4.14M	-11.1K	-12.44%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.26%	80.4K	4.27B	80.4K	+100.00%
Mar 31, 2024	ALGERT GLOBAL LLC	0.26%	80.98K	4.3M	3.37K	+4.35%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.26%	81.31K	4.31B	-264	-0.32%
Mar 31, 2024	CITIGROUP INC	0.27%	83.7K	4.44M	23K	+37.88%
Dec 31, 2023	ASSENAGON ASSET MANAGEMENT S.A.	0.57%	183.17K	10.55M	91.31K	+99.40%
Dec 31, 2023	TIETON CAPITAL MANAGEMENT, LLC	0.74%	238.65K	13.75M	-3.72K	-1.53%
Dec 31, 2023	PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC	0.63%	203.18K	11.71M	21.76K	+12.00%
Dec 31, 2023	RHUMBLINE ADVISERS	0.26%	84.11K	4.85M	-5.94K	-6.59%
Dec 31, 2023	DENALI ADVISORS LLC	0.26%	84.94K	4.89M	0	0
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.27%	85.58K	4.93M	46.1K	+116.80%
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.27%	86.13K	4.96M	-8.95K	-9.41%
Dec 31, 2023	BARCLAYS PLC	0.28%	88.47K	5.1M	-10.66K	-10.75%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.59%	188.57K	10.87M	70.49K	+59.70%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.28%	89.2K	5.14M	25.9K	+40.92%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.28%	90.23K	5.2M	90	+0.10%
Dec 31, 2023	JEFFERIES FINANCIAL GROUP INC.	0.29%	94.86K	5.47M	94.86K	+100.00%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.3%	97.32K	5.61M	1.54K	+1.60%
Dec 31, 2023	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.32%	103.48K	5.96M	73.15K	+241.23%
Dec 31, 2023	SEI INVESTMENTS CO	0.33%	104.73K	6.03M	30.06K	+40.25%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.35%	111.64K	6.43M	-11.44K	-9.29%
Dec 31, 2023	CITADEL ADVISORS LLC	0.41%	131.64K	7.59M	92.9K	+239.77%
Dec 31, 2023	DEUTSCHE BANK AG\	0.43%	137.64K	7.93M	122.96K	+837.11%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	6.69%	2.15M	124.11M	40.13K	+1.90%
Dec 31, 2023	VANGUARD GROUP INC	6.45%	2.08M	119.58M	-79.03K	-3.67%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	5.33%	1.72M	98.82M	1.72M	+100.00%
Dec 31, 2023	STATE STREET CORP	4.62%	1.49M	85.64M	-134.22K	-8.28%
Dec 31, 2023	JPMORGAN CHASE & CO	2.14%	687.94K	39.64M	-379.55K	-35.56%
Dec 31, 2023	DRIEHAUS CAPITAL MANAGEMENT LLC	2.13%	686.14K	39.54M	686.14K	+100.00%
Dec 31, 2023	MORGAN STANLEY	1.89%	608.75K	35.08M	-1.78K	-0.29%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.89%	607.26K	34.99M	25.22K	+4.33%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	1.64%	527.42K	30.39M	53.08K	+11.19%
Dec 31, 2023	JACOBS LEVY EQUITY MANAGEMENT, INC	1.43%	461.51K	26.59M	-130.91K	-22.10%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	1.43%	461.16K	26.57M	96.39K	+26.43%
Dec 31, 2023	ARISTOTLE CAPITAL BOSTON, LLC	1.42%	455.48K	26.24M	599	+0.13%
Dec 31, 2023	TOROSO INVESTMENTS, LLC	1.4%	449.54K	25.9M	60.29K	+15.49%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.27%	407.92K	23.5M	35.23K	+9.45%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.1%	353.4K	20.36M	-11.1K	-3.05%
Dec 31, 2023	INVESCO LTD.	1.06%	340.39K	19.61M	185.81K	+120.20%
Dec 31, 2023	NORTHERN TRUST CORP	0.99%	317.57K	18.3M	1.69K	+0.53%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.91%	292.77K	16.87M	-66.98K	-18.62%
Dec 31, 2023	GREAT LAKES ADVISORS, LLC	0.9%	290.59K	16.74M	-2.65K	-0.90%
Dec 31, 2023	HOOD RIVER CAPITAL MANAGEMENT LLC	0.89%	287.68K	16.58M	287.68K	+100.00%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.89%	286.44K	16.5M	-42.49K	-12.92%
Dec 31, 2023		0.31%	100.92K	5.82M	100.92K	+100.00%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.85%	273.18K	15.74M	105.46K	+62.88%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.79%	254.8K	14.68M	-38.3K	-13.07%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.77%	248.17K	14.3M	-21.74K	-8.05%
Dec 31, 2023	FEDERATED HERMES, INC.	0.43%	138.2K	7.96M	134.64K	+3,784.09%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.43%	139.89K	8.06M	-23.37K	-14.31%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.44%	141.87K	8.17M	38.59K	+37.37%
Dec 31, 2023	BLACKROCK INC.	14.17%	4.56M	262.74M	141.47K	+3.20%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.46%	147.41K	8.49M	-4.89K	-3.21%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.47%	152.22K	8.77M	-3.14K	-2.02%

Insiders

Among the CUBI insiders holding of 7.59% of the stake in company, SIDHU JAY S, Chairman & CEO, holds the largest shares of 790.03K. SIDHU SAMVIR S., President, CEO, is the second largest CUBI insider with ownership of 144.5K shares. WAY T LAWRENCE, director, stands third with possession of 108.53K shares of that stake.

Insiders	Designation	Shares Held
SIDHU JAY S	Chairman & CEO	790.03K
SIDHU SAMVIR S.	President, CEO	144.5K
WAY T LAWRENCE	director	108.53K
ROTHERMEL DANIEL K	director	102.96K
EHST RICHARD A	President & COO	71.15K
HEDDE GLENN	Pres Mortgage WarehouseLending	55.21K
WATKINS PHILIP	EVP, Head of Corp Development	50.85K
LEIBOLD CARLA A	Chief Financial Officer	41.22K
CUNNINGHAM LYLE	Chief Lending Officer	31.96K
BOWMAN ANDREW HERTZ	EVP and Chief Credit Officer	16.56K
COLLINS JAMES T.	Chief Administrative Officer	13.75K
BANKS BERNARD BENNETT	director	7.52K
MACKAY ROBERT NEIL	director	4.57K
VELASQUEZ JESSIE JOHN DEANO	Chief Accounting Officer	3.65K
ISSA STEVEN		0
BURKEY RICK	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 09, 2025	VELASQUEZ JESSIE JOHN DEANO	SALE	71.05	2.24K	159.29K	3.65K
Dec 03, 2025	SIDHU JAY S	SALE	69.43	128.19K	8.9M	790.03K
Nov 25, 2025	SIDHU JAY S	SALE	70.06	7.48K	523.95K	918.22K
Nov 24, 2025	WATKINS PHILIP	SALE	65.04	2.9K	188.62K	50.85K
Nov 12, 2025	SIDHU JAY S	SALE	68.39	2.52K	172.48K	925.7K
Nov 11, 2025	SIDHU JAY S	SALE	68.05	24.78K	1.69M	928.22K
Nov 10, 2025	SIDHU JAY S	SALE	68.69	13.6K	933.87K	953K
Nov 07, 2025	BANKS BERNARD BENNETT	SALE	66.93	9K	602.37K	7.52K
Nov 06, 2025	SIDHU JAY S	SALE	67.75	1.26K	85.57K	966.6K
Nov 05, 2025	SIDHU JAY S	SALE	67.76	22.17K	1.5M	967.86K
Feb 04, 2025	SIDHU JAY S	SALE	56.82	67K	3.81M	965.72K
Jan 31, 2025	SIDHU JAY S	SALE	57.25	33.17K	1.9M	1.03M
Jan 30, 2025	HEDDE GLENN	SALE	58.25	15.82K	921.22K	55.21K
Nov 20, 2024	MACKAY ROBERT NEIL	SALE	53.78	4K	215.12K	4.57K
Nov 11, 2024	SIDHU JAY S	SALE	56.54	86.58K	4.9M	1.09M
Nov 08, 2024	SIDHU JAY S	SALE	53.01	12.56K	665.91K	1.18M
Nov 07, 2024	SIDHU JAY S	SALE	54.73	860	47.07K	1.19M
Nov 06, 2024	HEDDE GLENN	SALE	53.68	5K	268.5K	66.26K
Aug 13, 2024	SIDHU SAMVIR S.	PURCHASE	45.53	2.5K	113.83K	144.5K
Mar 12, 2024	LEIBOLD CARLA A	SALE	53.15	35.83K	1.9M	41.22K
Feb 27, 2024	HEDDE GLENN	SALE	54.20	666	36.1K	69.43K
Dec 12, 2023	MACKAY ROBERT NEIL	SALE	48.89	4K	195.58K	4.64K
Dec 05, 2023	HEDDE GLENN	SALE	48.49	1.34K	64.73K	70.89K
Dec 05, 2023	SIDHU JAY S	SALE	48.54	10K	485.44K	157.29K
Nov 14, 2023	CUNNINGHAM LYLE	SALE	44.39	4K	177.57K	31.96K
Nov 07, 2023	VELASQUEZ JESSIE JOHN DEANO	SALE	44.35	1.36K	60.49K	3.64K
Nov 02, 2023	SIDHU JAY S	SALE	41.47	51.24K	2.12M	1.18M
Nov 01, 2023	SIDHU JAY S	SALE	39.70	49.5K	1.96M	1.23M
Oct 31, 2023	SIDHU JAY S	SALE	39.42	100K	3.94M	1.28M
Sep 15, 2023	LEIBOLD CARLA A	SALE	34.33	16.62K	570.53K	79.39K
Aug 02, 2023	HEDDE GLENN	SALE	41.00	7.79K	319.47K	72.22K
Aug 01, 2023	LEIBOLD CARLA A	SALE	40.41	25K	1.01M	96.01K
Aug 01, 2023	BOWMAN ANDREW HERTZ	SALE	40.61	14.96K	607.53K	16.56K
Mar 14, 2023	SIDHU SAMVIR S.	PURCHASE	20.50	5.2K	106.6K	91.51K
Mar 13, 2023	SIDHU JAY S	PURCHASE	11.00	45.45K	499.95K	1.17M
Mar 13, 2023	ROTHERMEL DANIEL K	PURCHASE	10.71	5K	53.58K	102.96K
May 11, 2022	BANKS BERNARD BENNETT	PURCHASE	39.97	500	19.99K	2.16K
May 06, 2022	LEIBOLD CARLA A	PURCHASE	42.10	1K	42.1K	68.35K
May 06, 2022	SIDHU SAMVIR S.	PURCHASE	42.10	2.97K	124.83K	80.64K
May 03, 2022	CUNNINGHAM LYLE	SALE	43.06	1K	43.06K	11.05K
Dec 15, 2021	SIDHU JAY S	SALE	58.92	63.17K	3.72M	1.67M
Dec 09, 2021	SIDHU JAY S	SALE	57.25	20K	1.15M	1.42M
Dec 07, 2021	SIDHU JAY S	SALE	57.98	40K	2.32M	1.42M
Dec 06, 2021	SIDHU JAY S	SALE	57.13	16.53K	944.2K	1.42M
Dec 03, 2021	SIDHU JAY S	SALE	58.28	20K	1.17M	1.42M
Dec 02, 2021	SIDHU JAY S	SALE	59.39	40K	2.38M	1.42M
Dec 01, 2021	SIDHU JAY S	SALE	57.98	50K	2.9M	1.42M
Nov 30, 2021	SIDHU JAY S	SALE	57.76	40K	2.31M	1.42M
Nov 29, 2021	SIDHU JAY S	SALE	59.18	40K	2.37M	1.42M
Nov 24, 2021	SIDHU JAY S	SALE	58.72	25K	1.47M	1.42M
Nov 23, 2021	SIDHU JAY S	SALE	58.00	25K	1.45M	1.42M
Nov 22, 2021	ISSA STEVEN	SALE	57.22	14.79K	846.23K	0
Nov 11, 2021	SIDHU JAY S	SALE	59.58	30K	1.79M	1.42M
Nov 09, 2021	SIDHU JAY S	SALE	59.60	40K	2.38M	1.42M
Nov 09, 2021	WAY T LAWRENCE	SALE	59.39	2K	118.79K	108.53K
Nov 08, 2021	SIDHU JAY S	SALE	59.85	50K	2.99M	1.42M
Nov 05, 2021	SIDHU JAY S	SALE	58.75	60K	3.53M	1.42M
Nov 04, 2021	SIDHU JAY S	SALE	57.42	20K	1.15M	1.42M
Nov 03, 2021	WAY T LAWRENCE	SALE	55.57	4.5K	250.07K	0
Nov 02, 2021	WAY T LAWRENCE	SALE	55.44	41.71K	2.31M	4.5K
Nov 01, 2021	WAY T LAWRENCE	SALE	55.16	63.8K	3.52M	46.21K
Nov 01, 2021	ISSA STEVEN	SALE	53.93	1.48K	79.76K	17.9K
Nov 01, 2021	HEDDE GLENN	SALE	53.78	1.77K	95.03K	56.75K
Jun 14, 2021	SIDHU SAMVIR S.	PURCHASE	39.55	110	4.35K	62.04K
Jun 11, 2021	VELASQUEZ JESSIE JOHN DEANO	SALE	40.54	743	30.12K	1.84K
Jun 07, 2021	HEDDE GLENN	SALE	41.65	2.66K	110.82K	71.04K
May 14, 2021	EHST RICHARD A	SALE	34.67	5.17K	179.1K	71.15K
May 13, 2021	EHST RICHARD A	SALE	34.33	24.53K	842.22K	76.31K
May 12, 2021	EHST RICHARD A	SALE	34.86	7.17K	249.86K	100.84K
May 10, 2021	EHST RICHARD A	SALE	35.18	10K	351.83K	108.01K
May 07, 2021	EHST RICHARD A	SALE	35.05	9.77K	342.43K	118.01K
May 06, 2021	EHST RICHARD A	SALE	35.12	2.83K	99.32K	137.78K
May 05, 2021	EHST RICHARD A	SALE	35.28	10K	352.76K	140.61K
May 04, 2021	EHST RICHARD A	SALE	35.06	10K	350.58K	150.61K
May 03, 2021	ISSA STEVEN	SALE	35.07	928	32.54K	20.02K
May 03, 2021	EHST RICHARD A	SALE	35.03	13.37K	468.2K	160.61K
Apr 05, 2021	COLLINS JAMES T.	SALE	31.83	953	30.33K	13.75K
Mar 16, 2021	EHST RICHARD A	SALE	30.84	4.53K	139.65K	175.25K
Mar 03, 2021	COLLINS JAMES T.	SALE	28.61	172	4.92K	15.09K
Mar 03, 2021	HEDDE GLENN	SALE	28.75	22.77K	654.49K	74.62K
Mar 02, 2021	ISSA STEVEN	SALE	27.47	768	21.1K	21.35K
Feb 17, 2021	EHST RICHARD A	SALE	26.79	3.95K	105.78K	177.69K
Feb 17, 2021	HEDDE GLENN	SALE	0.00	13.65K	-	94.66K
Feb 16, 2021	ISSA STEVEN	SALE	26.92	2.92K	78.64K	22.48K
Feb 16, 2021	EHST RICHARD A	SALE	26.92	3.55K	95.62K	183.4K
Feb 08, 2021	BOWMAN ANDREW HERTZ	SALE	25.01	833	20.83K	9.28K
Feb 01, 2021	ISSA STEVEN	SALE	22.45	1.88K	42.23K	26.83K
Jan 12, 2021	COLLINS JAMES T.	SALE	22.26	1.68K	37.4K	15.35K
Dec 17, 2020	BURKEY RICK	SALE	18.28	977	17.86K	0
Dec 03, 2020	HEDDE GLENN	SALE	18.00	6.55K	117.9K	115.73K
Nov 10, 2020	EHST RICHARD A	SALE	17.24	2.78K	47.84K	188.98K
Nov 06, 2020	HEDDE GLENN	SALE	14.42	9.17K	132.2K	122.28K
Nov 05, 2020	ISSA STEVEN	SALE	14.00	1.45K	20.31K	29.82K
Sep 29, 2020	COLLINS JAMES T.	SALE	11.07	1.52K	16.82K	17.88K
Aug 11, 2020	EHST RICHARD A	SALE	13.70	2.5K	34.26K	196.12K
Jun 07, 2018	WAY T LAWRENCE	SALE	31.99	3K	95.98K	110.53K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES214.14K10

NET SHARES-214.14K10

SHARES HELD6.51M10

% NET SHARES-103.29%0%

Frequently Asked Questions