Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
270 institutional managers reported holding CUBI for the quarter ended Mar 31, 2026. Together they hold about 95% of shares outstanding; the top 10 hold 59%. 32 opened new positions; 41 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 4.99M | 14.14% | $346.5M | unchanged | ≤2013 |
| Wellington Management | 3.89M | 11.01% | $270.0M | added +14.9% | 2023 Q2 |
| Vanguard Group | 2.28M | 6.44% | $158.0M | added +2.2% | ≤2013 |
| State Street | 1.99M | 5.64% | $138.2M | added +8.6% | ≤2013 |
| Dimensional Fund Advisors | 1.94M | 5.50% | $134.9M | added +3.5% | 2013 Q3 |
| Hood River Capital Management LLC | 1.73M | 4.90% | $120.2M | unchanged | 2023 Q4 |
| UBS | 1.11M | 3.14% | $77.0M | added +202.5% | 2014 Q3 |
| American Century Companies INC | 1.11M | 3.13% | $76.7M | added +14.9% | 2020 Q1 |
| Geode Capital | 882.3k | 2.50% | $61.3M | added +16.4% | ≤2013 |
| Assenagon Asset Management S.a. | 778.8k | 2.21% | $54.1M | added +213% | 2021 Q1 |
| T. Rowe Price | 737.9k | 2.09% | $51.2M | trimmed -15.3% | 2021 Q1 |
| Driehaus Capital Management LLC | 623.5k | 1.77% | $43.3M | trimmed -18.6% | 2025 Q3 |
| Charles Schwab Investment Management | 537.3k | 1.52% | $37.3M | added +2.4% | ≤2013 |
| Nuveen | 486.9k | 1.38% | $33.8M | trimmed -13.6% | 2019 Q2 |
| Allspring Global Investments Holdings, LLC | 462.0k | 1.31% | $32.1M | added +9.5% | 2021 Q4 |
| Northern Trust | 414.6k | 1.17% | $28.8M | added +2.2% | ≤2013 |
| Goldman Sachs | 414.3k | 1.17% | $28.8M | added +50.4% | 2015 Q3 |
| Morgan Stanley | 410.3k | 1.16% | $28.5M | trimmed -19.8% | 2013 Q4 |
| Invesco | 343.3k | 0.97% | $23.8M | added +71.2% | 2014 Q1 |
| Emerald Advisers, LLC | 343.2k | 0.97% | $23.8M | added +3.9% | 2025 Q3 |
| Tidal Investments LLC | 303.6k | 0.86% | $21.1M | trimmed -4.7% | 2021 Q4 |
| Aristotle Capital Boston, LLC | 284.4k | 0.81% | $19.7M | added +5.3% | 2014 Q4 |
| Tieton Capital Management, LLC (focused) | 261.7k | 0.74% | $18.2M | trimmed -9.6% | 2014 Q2 |
| SEI Investments CO | 255.0k | 0.72% | $17.7M | added +41.2% | 2015 Q4 |
| Emerald Mutual Fund Advisers Trust | 242.3k | 0.69% | $16.8M | added +14.1% | 2025 Q3 |
| Principal Financial Group INC | 240.3k | 0.68% | $16.7M | trimmed -17.1% | 2016 Q2 |
| Two Sigma | 232.7k | 0.66% | $16.2M | added +206% | 2024 Q2 |
| Crawford Fund Management, LLC (focused) | 203.8k | 0.58% | $14.1M | added +10.8% | 2025 Q4 |
| BNY Mellon | 201.2k | 0.57% | $14.0M | trimmed -2.7% | ≤2013 |
| Royce & Associates | 200.1k | 0.57% | $13.9M | trimmed -15.8% | 2017 Q3 |
| Gator Capital Management, LLC | 191.6k | 0.54% | $13.3M | added +16.6% | 2024 Q1 |
| Renaissance Technologies | 179.7k | 0.51% | $12.5M | added +34.2% | 2018 Q3 |
| Bridgeway Capital Management, LLC | 172.5k | 0.49% | $12.0M | added +4.3% | 2025 Q2 |
| Heartland Advisors INC | 170.8k | 0.48% | $11.9M | trimmed -6.6% | 2024 Q4 |
| Bank OF America CORP /DE/ | 164.6k | 0.47% | $11.4M | added +62% | ≤2013 |
| Empowered Funds, LLC | 153.6k | 0.43% | $10.7M | added +4.9% | 2025 Q2 |
| D. E. Shaw | 146.7k | 0.41% | $10.2M | trimmed -18.9% | 2022 Q2 |
| Access Investment Management LLC | 139.9k | 0.40% | $9.7M | added +5.7% | 2023 Q4 |
| Franklin Resources | 137.9k | 0.39% | $9.6M | added +105.1% | 2023 Q2 |
| Victory Capital Management INC | 136.2k | 0.39% | $9.5M | added +83.6% | 2023 Q3 |
| Millennium Management | 134.1k | 0.38% | $9.3M | added +213.1% | 2021 Q2 |
| Public Sector Pension Investment Board | 132.3k | 0.38% | $9.2M | added +3.2% | 2016 Q2 |
| Philadelphia Financial Management of San Francisco, LLC (focused) | 124.1k | 0.35% | $8.6M | trimmed -23.5% | 2025 Q2 |
| Prudential Financial INC | 122.7k | 0.35% | $8.5M | added +1% | 2013 Q3 |
| Federated Hermes, INC. | 109.0k | 0.31% | $7.6M | added +6.4% | 2021 Q1 |
| South Dakota Investment Council | 107.6k | 0.30% | $7.5M | trimmed -13.2% | 2024 Q2 |
| Meeder Advisory Services, INC. | 107.1k | 0.30% | $7.4M | unchanged | 2025 Q2 |
| National Philanthropic Trust | 103.2k | 0.29% | $7.2M | unchanged | 2024 Q1 |
| Squarepoint Ops LLC | 98.3k | 0.28% | $6.8M | trimmed -10.1% | 2023 Q4 |
| Thrivent Financial for Lutherans | 96.2k | 0.27% | $6.7M | added +44.7% | 2016 Q2 |
Largest 50 of 270 shown; the full ranked, searchable register is at boothcheck.com/holders/CUBI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.