As of the latest SEC filings, Customers Bancorp, Inc. (CUBI) is held by 331 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $133,336,054.72 in market value, representing 0.14% of its portfolio.
Funds holding Customers Bancorp, Inc. (CUBI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CUBI
- CIK:
- 0001488813
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.14% | $133,336,054.72 | 1,920,992 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $67,772,618.10 | 976,410 | Mar 31, 2026 | May 28, 2026 |
|
HRSMX
Hood River Small-Cap Growth Fund
|
MF | Independent / Boutique | 1.29% | $67,052,072.89 | 966,029 | Mar 31, 2026 | May 29, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.24% | $56,168,145.84 | 832,861 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.08% | $54,767,682.86 | 789,046 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.96% | $35,808,410.77 | 515,897 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.16% | $30,678,768.53 | 402,239 | Apr 30, 2026 | Jun 24, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.21% | $27,229,404.18 | 392,298 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $24,539,697.27 | 353,547 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.07% | $24,100,862.38 | 315,994 | Apr 30, 2026 | Jun 26, 2026 |
|
BLOK
Amplify Blockchain Technology ETF
|
ETF | Independent / Boutique | 2.23% | $20,585,687.21 | 296,581 | Mar 31, 2026 | May 27, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.14% | $19,944,894.09 | 287,349 | Mar 31, 2026 | May 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.49% | $19,145,295.40 | 251,020 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.12% | $18,766,233.50 | 246,050 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.14% | $17,776,039.82 | 256,102 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.12% | $16,484,692.72 | 216,136 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.15% | $14,845,896.67 | 213,887 | Mar 31, 2026 | May 28, 2026 |
|
KBE
State Street(R) SPDR(R) S&P(R) Bank ETF
|
ETF | State Street (SPDR) | 1.03% | $13,275,356.60 | 191,260 | Mar 31, 2026 | May 29, 2026 |
|
XSMO
Invesco S&P SmallCap Momentum ETF
|
ETF | Invesco | 0.48% | $13,143,990.45 | 172,335 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.17% | $12,872,774.33 | 168,779 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $11,178,893.90 | 146,570 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $11,173,863.84 | 165,686 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.07% | $10,694,702.64 | 158,581 | Feb 28, 2026 | Apr 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.52% | $10,584,261.49 | 152,489 | Mar 31, 2026 | Jun 1, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.05% | $10,417,726.56 | 154,474 | Feb 28, 2026 | Apr 24, 2026 |
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