Institutional Ownership Customers Bancorp, Inc. (CUBI)
This table provides information about the institutional ownership of Customers Bancorp, Inc. (CUBI). We have compiled data on the 282 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
45
shares
|
$3,005
0.0% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
41
shares
|
$2,738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
40
shares
|
$2,671
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
32
shares
|
$2,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
27
shares
|
$1,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
24
shares
|
$1,602
0.0% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
22
shares
|
$1,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
22
shares
|
$1,469
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
21
shares
|
$1,402
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20
shares
|
$1,335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
20
shares
|
$1,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
20
shares
|
$1,335
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
20
shares
|
$1,335
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
19
shares
|
$1,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
10
shares
|
$667
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
10
shares
|
$667
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
10
shares
|
$667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
9
shares
|
$601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
9
shares
|
$601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5
shares
|
$333
0.0% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$267
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
3
shares
|
$200
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2
shares
|
$133
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q3 2025
New holding
|
|