HoldingsChannel.com
Funds Holding CUBI

On this page, we present all of the funds holding CUBI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CUBI, with a link to that fund's top holdings. The next columns indicate the amount of CUBI stock held by each of the funds holding CUBI, followed by the CUBI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 251 funds holding CUBI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding CUBI), click the fund name in the "Holder" column of the funds-holding-CUBI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.4,559,798$262,736 12/31/2023
     CUBI4,559,798$262,736 12/31/2023
Dimensional Fund Advisors LP2,153,952$124,114 12/31/2023
     CUBI2,153,952$124,114 12/31/2023
Vanguard Group Inc.2,075,266$119,577 12/31/2023
     CUBI2,075,266$119,577 12/31/2023
Wellington Management Group LLP1,715,054$98,821 12/31/2023
     CUBI1,715,054$98,821 12/31/2023
State Street Corp1,486,344$85,643 12/31/2023
     CUBI1,486,344$85,643 12/31/2023
JPMorgan Chase & Co.687,943$39,639 12/31/2023
     CUBI687,943$39,639 12/31/2023
Driehaus Capital Management LLC686,143$39,536 12/31/2023
     CUBI686,143$39,536 12/31/2023
Morgan Stanley608,753$35,076 12/31/2023
     CUBI608,753$35,076 12/31/2023
Geode Capital Management LLC607,259$34,994 12/31/2023
     CUBI607,259$34,994 12/31/2023
Nuveen Asset Management LLC527,420$30,390 12/31/2023
     CUBI527,420$30,390 12/31/2023
Jacobs Levy Equity Management Inc.461,514$26,592 12/31/2023
     CUBI461,514$26,592 12/31/2023
American Century Companies Inc.461,158$26,572 12/31/2023
     CUBI461,158$26,572 12/31/2023
Aristotle Capital Boston LLC455,475$26,244 12/31/2023
     CUBI455,475$26,244 12/31/2023
Toroso Investments LLC449,540$25,902 12/31/2023
     CUBI449,540$25,902 12/31/2023
Charles Schwab Investment Management Inc.407,920$23,504 12/31/2023
     CUBI407,920$23,504 12/31/2023
Invesco Ltd.340,394$19,614 12/31/2023
     CUBI340,394$19,614 12/31/2023
Northern Trust Corp317,566$18,298 12/31/2023
     CUBI317,566$18,298 12/31/2023
LSV Asset Management327,200$17,361 03/31/2024
     CUBI327,200$17,361 03/31/2024
Ameriprise Financial Inc.292,774$16,870 12/31/2023
     CUBI292,774$16,870 12/31/2023
Great Lakes Advisors LLC290,585$16,744 12/31/2023
     CUBI290,585$16,744 12/31/2023
Hood River Capital Management LLC287,680$16,576 12/31/2023
     CUBI287,680$16,576 12/31/2023
Royce & Associates LP273,180$15,741 12/31/2023
     CUBI273,180$15,741 12/31/2023
Access Investment Management LLC281,130$14,917 03/31/2024
     CUBI281,130$14,917 03/31/2024
Goldman Sachs Group Inc.248,174$14,300 12/31/2023
     CUBI248,174$14,300 12/31/2023
Allspring Global Investments Holdings LLC261,847$13,894 03/31/2024
     CUBI261,847$13,894 03/31/2024
Bank of New York Mellon Corp261,078$13,853 03/31/2024
     CUBI261,078$13,853 03/31/2024
Tieton Capital Management LLC238,648$13,751 12/31/2023
     CUBI238,648$13,751 12/31/2023
Philadelphia Financial Management of San Francisco LLC203,181$11,707 12/31/2023
     CUBI203,181$11,707 12/31/2023
D. E. Shaw & Co. Inc.188,570$10,865 12/31/2023
     CUBI188,570$10,865 12/31/2023
Principal Financial Group Inc.177,384$9,412 03/31/2024
     CUBI177,384$9,412 03/31/2024
Kennedy Capital Management Inc.152,221$8,771 12/31/2023
     CUBI152,221$8,771 12/31/2023
Bank of America Corp DE141,871$8,175 12/31/2023
     CUBI141,871$8,175 12/31/2023
Prudential Financial Inc.139,893$8,061 12/31/2023
     CUBI139,893$8,061 12/31/2023
Citadel Advisors LLC $8,040 12/31/2023
     CUBI131,639$7,585 12/31/2023
     Call14,200$818 12/31/2023
     Put6,300$363 12/31/2023
Federated Hermes Inc.138,196$7,963 12/31/2023
     CUBI138,196$7,963 12/31/2023
Deutsche Bank AG137,643$7,931 12/31/2023
     CUBI137,643$7,931 12/31/2023
Russell Investments Group Ltd.111,643$6,433 12/31/2023
     CUBI111,643$6,433 12/31/2023
Arrowstreet Capital Limited Partnership103,480$5,963 12/31/2023
     CUBI103,480$5,963 12/31/2023
Crawford Fund Management LLC100,924$5,815 12/31/2023
     CUBI100,924$5,815 12/31/2023
Bridgeway Capital Management Inc.97,319$5,608 12/31/2023
     CUBI97,319$5,608 12/31/2023
Jefferies Financial Group Inc.94,860$5,466 12/31/2023
     CUBI94,860$5,466 12/31/2023
Alliancebernstein L.P.90,234$5,199 12/31/2023
     CUBI90,234$5,199 12/31/2023
Quantedge Capital Pte Ltd89,200$5,140 12/31/2023
     CUBI89,200$5,140 12/31/2023
Barclays PLC88,471$5,099 12/31/2023
     CUBI88,471$5,099 12/31/2023
Brandywine Global Investment Management LLC86,132$4,963 12/31/2023
     CUBI86,132$4,963 12/31/2023
First Trust Advisors LP85,577$4,931 12/31/2023
     CUBI85,577$4,931 12/31/2023
Rhumbline Advisers84,112$4,847 12/31/2023
     CUBI84,112$4,847 12/31/2023
Voloridge Investment Management LLC81,586$4,701 12/31/2023
     CUBI81,586$4,701 12/31/2023
Legal & General Group Plc81,576$4,700 12/31/2023
     CUBI81,576$4,700 12/31/2023
Millennium Management LLC81,564$4,700 12/31/2023
     CUBI81,564$4,700 12/31/2023
Sei Investments Co.86,230$4,575 03/31/2024
     CUBI86,230$4,575 03/31/2024
Susquehanna International Group LLP $4,513 03/31/2024
     Call175,600$9,317 03/31/2024
     Put106,600$5,656 03/31/2024
     CUBI16,056$852 03/31/2024
EAM Global Investors LLC78,116$4,501 12/31/2023
     CUBI78,116$4,501 12/31/2023
Algert Global LLC77,604$4,472 12/31/2023
     CUBI77,604$4,472 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund71,000$4,091 12/31/2023
     CUBI71,000$4,091 12/31/2023
EAM Investors LLC69,864$4,026 12/31/2023
     CUBI69,864$4,026 12/31/2023
Assenagon Asset Management S.A.72,135$3,827 03/31/2024
     CUBI72,135$3,827 03/31/2024
Eagle Asset Management Inc.63,860$3,680 12/31/2023
     CUBI63,860$3,680 12/31/2023
Raymond James Financial Services Advisors Inc.68,795$3,650 03/31/2024
     CUBI68,795$3,650 03/31/2024
Citigroup Inc.60,704$3,498 12/31/2023
     CUBI60,704$3,498 12/31/2023
Public Sector Pension Investment Board58,675$3,381 12/31/2023
     CUBI58,675$3,381 12/31/2023
Rafferty Asset Management LLC57,848$3,333 12/31/2023
     CUBI57,848$3,333 12/31/2023
Cubist Systematic Strategies LLC57,654$3,322 12/31/2023
     CUBI57,654$3,322 12/31/2023
Thrivent Financial for Lutherans55,118$3,176 12/31/2023
     CUBI55,118$3,176 12/31/2023
Advisory Research Inc.54,080$3,116 12/31/2023
     CUBI54,080$3,116 12/31/2023
Swiss National Bank58,600$3,109 03/31/2024
     CUBI58,600$3,109 03/31/2024
Raymond James & Associates55,260$2,932 03/31/2024
     CUBI55,260$2,932 03/31/2024
AXA S.A.50,330$2,900 12/31/2023
     CUBI50,330$2,900 12/31/2023
EJF Capital LLC49,021$2,825 12/31/2023
     CUBI49,021$2,825 12/31/2023
Jane Street Group LLC $2,643 12/31/2023
     CUBI49,275$2,839 12/31/2023
     Put15,100$870 12/31/2023
     Call11,700$674 12/31/2023
Elizabeth Park Capital Advisors Ltd.45,735$2,635 12/31/2023
     CUBI45,735$2,635 12/31/2023
Pacific Ridge Capital Partners LLC45,367$2,614 12/31/2023
     CUBI45,367$2,614 12/31/2023
Public Employees Retirement System of Ohio44,997$2,593 12/31/2023
     CUBI44,997$2,593 12/31/2023
Mraz Amerine & Associates Inc.44,412$2,559 12/31/2023
     CUBI44,412$2,559 12/31/2023
UBS Asset Management Americas Inc.43,627$2,514 12/31/2023
     CUBI43,627$2,514 12/31/2023
Great West Life Assurance Co. Can43,827$2,514 12/31/2023
     CUBI43,827$2,514 12/31/2023
BNP Paribas Arbitrage SA44,466$2,359 03/31/2024
     CUBI44,466$2,359 03/31/2024
Hussman Strategic Advisors Inc.42,000$2,229 03/31/2024
     CUBI42,000$2,229 03/31/2024
Putnam Investments LLC38,679$2,229 12/31/2023
     CUBI38,679$2,229 12/31/2023
Amundi37,642$2,169 12/31/2023
     CUBI37,642$2,169 12/31/2023
New York State Teachers Retirement System37,492$1,989 03/31/2024
     CUBI37,492$1,989 03/31/2024
Victory Capital Management Inc.36,868$1,956 03/31/2024
     CUBI36,868$1,956 03/31/2024
Credit Suisse AG33,886$1,953 12/31/2023
     CUBI33,886$1,953 12/31/2023
Janus Henderson Group PLC32,424$1,868 12/31/2023
     CUBI32,424$1,868 12/31/2023
Denali Advisors LLC34,344$1,822 03/31/2024
     CUBI34,344$1,822 03/31/2024
Massachusetts Financial Services Co. MA31,566$1,819 12/31/2023
     CUBI31,566$1,819 12/31/2023
California State Teachers Retirement System31,196$1,798 12/31/2023
     CUBI31,196$1,798 12/31/2023
AQR Capital Management LLC30,703$1,769 12/31/2023
     CUBI30,703$1,769 12/31/2023
Macquarie Group Ltd.30,400$1,752 12/31/2023
     CUBI30,400$1,752 12/31/2023
Martingale Asset Management L P28,990$1,670 12/31/2023
     CUBI28,990$1,670 12/31/2023
Trexquant Investment LP28,657$1,651 12/31/2023
     CUBI28,657$1,651 12/31/2023
Voya Investment Management LLC26,094$1,504 12/31/2023
     CUBI26,094$1,504 12/31/2023
Capula Management Ltd25,177$1,451 12/31/2023
     CUBI25,177$1,451 12/31/2023
New York State Common Retirement Fund26,340$1,398 03/31/2024
     CUBI26,340$1,398 03/31/2024
Teacher Retirement System of Texas25,629$1,360 03/31/2024
     CUBI25,629$1,360 03/31/2024
Susquehanna Fundamental Investments LLC25,117$1,333 03/31/2024
     CUBI25,117$1,333 03/31/2024
Texas Permanent School Fund24,765$1,314 03/31/2024
     CUBI24,765$1,314 03/31/2024
Advisors Preferred LLC23,271$1,297 12/31/2023
     CUBI23,271$1,297 12/31/2023
Franklin Resources Inc.22,412$1,291 12/31/2023
     CUBI22,412$1,291 12/31/2023
Squarepoint Ops LLC22,084$1,272 12/31/2023
     CUBI22,084$1,272 12/31/2023
Cornercap Investment Counsel Inc.21,755$1,254 12/31/2023
     CUBI21,755$1,254 12/31/2023
Tower Research Capital LLC TRC 21,344$1,230 12/31/2023
     CUBI21,344$1,230 12/31/2023
O Shaughnessy Asset Management LLC21,178$1,220 12/31/2023
     CUBI21,178$1,220 12/31/2023
Marshall Wace LLP20,273$1,168 12/31/2023
     CUBI20,273$1,168 12/31/2023
HRT Financial LP20,001$1,152 12/31/2023
     CUBI20,001$1,152 12/31/2023
SG Americas Securities LLC21,632$1,148 03/31/2024
     CUBI21,632$1,148 03/31/2024
Wakefield Asset Management LLLP20,967$1,113 03/31/2024
     CUBI20,967$1,113 03/31/2024
Ensign Peak Advisors Inc19,154$1,104 12/31/2023
     CUBI19,154$1,104 12/31/2023
SummerHaven Investment Management LLC20,382$1,081 03/31/2024
     CUBI20,382$1,081 03/31/2024
Numerai GP LLC18,250$1,052 12/31/2023
     CUBI18,250$1,052 12/31/2023
Pinnacle Holdings LLC17,705$1,020 12/31/2023
     CUBI17,705$1,020 12/31/2023
Empowered Funds LLC19,128$1,015 03/31/2024
     CUBI19,128$1,015 03/31/2024
Walleye Capital LLC17,281$996 12/31/2023
     CUBI17,281$996 12/31/2023
Emerald Mutual Fund Advisers Trust16,849$971 12/31/2023
     CUBI16,849$971 12/31/2023
Quantbot Technologies LP17,401$923 03/31/2024
     CUBI17,401$923 03/31/2024
State of Alaska Department of Revenue17,239$914 03/31/2024
     CUBI17,239$914 03/31/2024
American International Group Inc.15,559$897 12/31/2023
     CUBI15,559$897 12/31/2023
AE Wealth Management LLC15,736$857 12/31/2023
     CUBI15,736$857 12/31/2023
Illinois Municipal Retirement Fund16,066$852 03/31/2024
     CUBI16,066$852 03/31/2024
MetLife Investment Management LLC14,786$852 12/31/2023
     CUBI14,786$852 12/31/2023
Comerica Bank14,738$849 12/31/2023
     CUBI14,738$849 12/31/2023
Engineers Gate Manager LP14,553$839 12/31/2023
     CUBI14,553$839 12/31/2023
The Manufacturers Life Insurance Company 14,259$822 12/31/2023
     CUBI14,259$822 12/31/2023
Canada Pension Plan Investment Board13,989$806 12/31/2023
     CUBI13,989$806 12/31/2023
Bailard Inc.13,900$801 12/31/2023
     CUBI13,900$801 12/31/2023
Lazard Asset Management LLC13,295$765 12/31/2023
     CUBI13,295$765 12/31/2023
GSA Capital Partners LLP14,244$756 03/31/2024
     CUBI14,244$756 03/31/2024
State of Tennessee Treasury Department12,932$745 12/31/2023
     CUBI12,932$745 12/31/2023
Louisiana State Employees Retirement System14,000$743 03/31/2024
     CUBI14,000$743 03/31/2024
Price T Rowe Associates Inc. MD12,546$723 12/31/2023
     CUBI12,546$723 12/31/2023
Shell Asset Management Co.12,173$701 12/31/2023
     CUBI12,173$701 12/31/2023
Virtue Capital Management LLC12,075$696 12/31/2023
     CUBI12,075$696 12/31/2023
Mirae Asset Global Investments Co. Ltd.13,062$693 03/31/2024
     CUBI13,062$693 03/31/2024
Yousif Capital Management LLC12,769$678 03/31/2024
     CUBI12,769$678 03/31/2024
US Bancorp DE11,230$647 12/31/2023
     CUBI11,230$647 12/31/2023
Truist Financial Corp11,156$643 12/31/2023
     CUBI11,156$643 12/31/2023
Aquatic Capital Management LLC10,700$617 12/31/2023
     CUBI10,700$617 12/31/2023
Everence Capital Management Inc.10,660$614 12/31/2023
     CUBI10,660$614 12/31/2023
Janney Montgomery Scott LLC11,493$610 03/31/2024
     CUBI11,493$610 03/31/2024
Quadrature Capital Ltd10,508$605 12/31/2023
     CUBI10,508$605 12/31/2023
Bayesian Capital Management LP10,131$584 12/31/2023
     CUBI10,131$584 12/31/2023
Summit Global Investments10,945$581 03/31/2024
     CUBI10,945$581 03/31/2024
First Wilshire Securities Management Inc.9,900$570 12/31/2023
     CUBI9,900$570 12/31/2023
Teachers Retirement System of The State of Kentucky9,860$569 12/31/2023
     CUBI9,860$569 12/31/2023
ExodusPoint Capital Management LP9,827$566 12/31/2023
     CUBI9,827$566 12/31/2023
Royal Bank of Canada9,564$551 12/31/2023
     CUBI9,564$551 12/31/2023
LPL Financial LLC9,527$549 12/31/2023
     CUBI9,527$549 12/31/2023
Envestnet Asset Management Inc.9,535$549 12/31/2023
     CUBI9,535$549 12/31/2023
Maryland State Retirement & Pension System10,196$541 03/31/2024
     CUBI10,196$541 03/31/2024
Alpha DNA Investment Management LLC9,260$534 12/31/2023
     CUBI9,260$534 12/31/2023
Wells Fargo & Company MN8,894$512 12/31/2023
     CUBI8,894$512 12/31/2023
Corton Capital Inc.8,826$509 12/31/2023
     CUBI8,826$509 12/31/2023
State of Wisconsin Investment Board8,219$474 12/31/2023
     CUBI8,219$474 12/31/2023
State Board of Administration of Florida Retirement System8,171$471 12/31/2023
     CUBI8,171$471 12/31/2023
Wolverine Trading LLC $470 12/31/2023
     CUBI6,753$389 12/31/2023
     Call5,000$288 12/31/2023
     Put3,600$207 12/31/2023
Mach 1 Financial Group Inc.8,154$470 12/31/2023
     CUBI8,154$470 12/31/2023
Amalgamated Bank8,700$462 03/31/2024
     CUBI8,700$462 03/31/2024
Teza Capital Management LLC7,899$455 12/31/2023
     CUBI7,899$455 12/31/2023
Pathstone Holdings LLC7,789$449 12/31/2023
     CUBI7,789$449 12/31/2023
Cambria Investment Management L.P.7,647$441 12/31/2023
     CUBI7,647$441 12/31/2023
Arizona State Retirement System8,202$435 03/31/2024
     CUBI8,202$435 03/31/2024
FMR LLC7,547$435 12/31/2023
     CUBI7,547$435 12/31/2023
Oregon Public Employees Retirement Fund7,577$402 03/31/2024
     CUBI7,577$402 03/31/2024
Verition Fund Management LLC6,961$401 12/31/2023
     CUBI6,961$401 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 7,381$392 03/31/2024
     CUBI7,381$392 03/31/2024
Nisa Investment Advisors LLC7,152$379 03/31/2024
     CUBI7,152$379 03/31/2024
Exchange Traded Concepts LLC7,034$373 03/31/2024
     CUBI7,034$373 03/31/2024
Harbor Advisors LLC7,000$371 03/31/2024
     CUBI7,000$371 03/31/2024
WINTON GROUP Ltd6,388$368 12/31/2023
     CUBI6,388$368 12/31/2023
CWM Advisors LLC6,746$358 03/31/2024
     CUBI6,746$358 03/31/2024
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,101$352 12/31/2023
     CUBI6,101$352 12/31/2023
Strs Ohio6,100$351 12/31/2023
     CUBI6,100$351 12/31/2023
Advisor Group Holdings Inc.5,929$342 12/31/2023
     CUBI5,929$342 12/31/2023
Integrated Advisors Network LLC6,342$337 03/31/2024
     CUBI6,342$337 03/31/2024
TFO TDC LLC5,801$334 12/31/2023
     CUBI5,801$334 12/31/2023
Point72 Middle East FZE5,771$333 12/31/2023
     CUBI5,771$333 12/31/2023
Occudo Quantitative Strategies LP5,757$332 12/31/2023
     CUBI5,757$332 12/31/2023
The PNC Financial Services Group Inc.5,557$320 12/31/2023
     CUBI5,557$320 12/31/2023
Vontobel Holding Ltd.5,456$314 12/31/2023
     CUBI5,456$314 12/31/2023
Quest Partners LLC5,415$312 12/31/2023
     CUBI5,415$312 12/31/2023
ProShare Advisors LLC5,365$309 12/31/2023
     CUBI5,365$309 12/31/2023
Y Intercept Hong Kong Ltd5,032$290 12/31/2023
     CUBI5,032$290 12/31/2023
Cookson Peirce & Co. Inc.5,443$289 03/31/2024
     CUBI5,443$289 03/31/2024
Sageworth Trust Co5,452$289 03/31/2024
     CUBI5,452$289 03/31/2024
Captrust Financial Advisors4,896$282 12/31/2023
     CUBI4,896$282 12/31/2023
Fox Run Management L.L.C.4,800$277 12/31/2023
     CUBI4,800$277 12/31/2023
Mutual of America Capital Management LLC4,875$259 03/31/2024
     CUBI4,875$259 03/31/2024
Mariner LLC4,415$254 12/31/2023
     CUBI4,415$254 12/31/2023
Deerfield Management Company L.P. Series C4,311$248 12/31/2023
     CUBI4,311$248 12/31/2023
UBS Group AG4,199$242 12/31/2023
     CUBI4,199$242 12/31/2023
Mackenzie Financial Corp4,133$238 12/31/2023
     CUBI4,133$238 12/31/2023
ARP Americas LP4,098$236 12/31/2023
     CUBI4,098$236 12/31/2023
AXQ Capital LP4,000$230 12/31/2023
     CUBI4,000$230 12/31/2023
Oracle Alpha Inc.3,860$222 12/31/2023
     CUBI3,860$222 12/31/2023
Capstone Investment Advisors LLC4,144$220 03/31/2024
     CUBI4,144$220 03/31/2024
Coldstream Capital Management Inc.3,785$218 12/31/2023
     CUBI3,785$218 12/31/2023
Bank of Montreal Can3,652$217 12/31/2023
     CUBI3,652$217 12/31/2023
Pictet Asset Management Holding SA3,748$216 12/31/2023
     CUBI3,748$216 12/31/2023
Aigen Investment Management LP3,625$209 12/31/2023
     CUBI3,625$209 12/31/2023
Vestcor Inc3,333$192 12/31/2023
     CUBI3,333$192 12/31/2023
Hanseatic Management Services Inc.3,176$183 12/31/2023
     CUBI3,176$183 12/31/2023
Point72 Asset Management L.P.2,900$167 12/31/2023
     CUBI2,900$167 12/31/2023
Ameritas Investment Partners Inc.2,844$164 12/31/2023
     CUBI2,844$164 12/31/2023
CWM LLC1,949$103 03/31/2024
     CUBI1,949$103 03/31/2024
Metropolitan Life Insurance Co NY1,620$93 12/31/2023
     CUBI1,620$93 12/31/2023
GAMMA Investing LLC1,432$76 03/31/2024
     CUBI1,432$76 03/31/2024
Impact Partnership Wealth LLC1,203$69 12/31/2023
     CUBI1,203$69 12/31/2023
KBC Group NV1,136$65 12/31/2023
     CUBI1,136$65 12/31/2023
Coppell Advisory Solutions LLC1,126$65 12/31/2023
     CUBI1,126$65 12/31/2023
DekaBank Deutsche Girozentrale1,181$62 03/31/2024
     CUBI1,181$62 03/31/2024
Fifth Third Bancorp897$48 03/31/2024
     CUBI897$48 03/31/2024
Point72 Asia Singapore Pte. Ltd.828$48 12/31/2023
     CUBI828$48 12/31/2023
FinTrust Capital Advisors LLC815$43 03/31/2024
     CUBI815$43 03/31/2024
Farther Finance Advisors LLC411$24 12/31/2023
     CUBI411$24 12/31/2023
Benjamin F. Edwards & Company Inc.422$22 03/31/2024
     CUBI422$22 03/31/2024
Quarry LP390$22 12/31/2023
     CUBI390$22 12/31/2023
Quadrant Capital Group LLC310$18 12/31/2023
     CUBI310$18 12/31/2023
Assetmark Inc.321$17 03/31/2024
     CUBI321$17 03/31/2024
GWM Advisors LLC246$14 12/31/2023
     CUBI246$14 12/31/2023
Versant Capital Management Inc250$13 03/31/2024
     CUBI250$13 03/31/2024
First Horizon Advisors Inc.227$12 03/31/2024
     CUBI227$12 03/31/2024
Steward Partners Investment Advisory LLC200$12 12/31/2023
     CUBI200$12 12/31/2023
West Tower Group LLC206$12 12/31/2023
     CUBI206$12 12/31/2023
Fortitude Family Office LLC164$9 03/31/2024
     CUBI164$9 03/31/2024
Allworth Financial LP160$8 03/31/2024
     CUBI160$8 03/31/2024
Signaturefd LLC110$6 03/31/2024
     CUBI110$6 03/31/2024
Thompson Siegel & Walmsley LLC104$6 12/31/2023
     CUBI104$6 12/31/2023
Hazlett Burt & Watson Inc.100$5 03/31/2024
     CUBI100$5 03/31/2024
BOKF NA85$5 12/31/2023
     CUBI85$5 12/31/2023
Northwestern Mutual Wealth Management Co.85$5 12/31/2023
     CUBI85$5 12/31/2023
EntryPoint Capital LLC83$5 12/31/2023
     CUBI83$5 12/31/2023
Massmutual Trust Co. FSB ADV79$4 03/31/2024
     CUBI79$4 03/31/2024
ClariVest Asset Management LLC83$4 03/31/2024
     CUBI83$4 03/31/2024
Macroview Investment Management LLC77$4 03/31/2024
     CUBI77$4 03/31/2024
Spire Wealth Management75$4 03/31/2024
     CUBI75$4 03/31/2024
SJS Investment Consulting Inc.71$4 03/31/2024
     CUBI71$4 03/31/2024
Bessemer Group Inc.46$3 12/31/2023
     CUBI46$3 12/31/2023
Harbor Investment Advisory LLC38$2 03/31/2024
     CUBI38$2 03/31/2024
Principal Securities Inc.37$2 12/31/2023
     CUBI37$2 12/31/2023
Financial Gravity Asset Management Inc.40$2 12/31/2023
     CUBI40$2 12/31/2023
UMB Bank N A MO12$1 03/31/2024
     CUBI12$1 03/31/2024
Farmers & Merchants Investments Inc.20$1 03/31/2024
     CUBI20$1 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC21$1 03/31/2024
     CUBI21$1 03/31/2024
Parallel Advisors LLC13$1 03/31/2024
     CUBI13$1 03/31/2024
Avion Wealth27$1 03/31/2024
     CUBI27$1 03/31/2024
Carolinas Wealth Consulting LLC20$1 12/31/2023
     CUBI20$1 12/31/2023
Proequities Inc. $0 03/31/2024
     Put0$0 03/31/2024
     Call0$0 03/31/2024
     CUBI0$0 03/31/2024
Parkside Financial Bank & Trust4$0 03/31/2024
     CUBI4$0 03/31/2024
C M Bidwell & Associates Ltd.8$0 12/31/2023
     CUBI8$0 12/31/2023
Covestor Ltd3$0 12/31/2023
     CUBI3$0 12/31/2023
Abich Financial Wealth Management LLC7$0 12/31/2023
     CUBI7$0 12/31/2023
Group One Trading L.P.1,400$-2,410 12/31/2023
     Put51,500$2,967 12/31/2023
     CUBI8,265$476 12/31/2023
     Call1,400$81 12/31/2023

See Summary: Institutional Holders of CUBI
See Details: Top 10 Hedge Funds Holding CUBI
Also See: CUBI Insider Buying
Also See: CUBI Holdings Changes

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