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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
626
Mutual of America Capital Management
Mutual of America Capital Management
New York
$6.18M -$520K 3 0.07% Reduced
627
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$6.14M +$219K 18 0.02% Increased
628
Meridiem Capital Partners
Meridiem Capital Partners
Texas
$6.13M +$5.17M 1 0.37% New
629
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$6.1M $0 3 0.24% Maintained
630
James Investment Research
James Investment Research
Ohio
$6.05M -$96.3K 2 0.66% Reduced
631
Lido Advisors
Lido Advisors
California
$6.03M +$35.6K 5 0.02% Increased
632
Moran Wealth Management
Moran Wealth Management
Florida
$6.03M +$429K 2 0.18% Increased
633
HA
Heartland Advisors
Wisconsin
$6.02M +$95.4K 1 0.32% Increased
634
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$5.99M -$106K 2 0.07% Reduced
635
SI
Sava Infond
Slovenia
$5.92M +$547K 2 0.8% Increased
636
Philip James Wealth Mangement
Philip James Wealth Mangement
Georgia
$5.92M -$381K 1 0.69% Reduced
637
Banc Funds Company
Banc Funds Company
Illinois
$5.88M -$2.3M 3 1.16% Reduced
638
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$5.81M +$928K 1 0.07% Increased
639
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.77M -$423K 5 0.01% Reduced
640
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$5.76M +$3.95M 3 0.12% Increased
641
AGM
Aragon Global Management
Florida
$5.65M $0 1 1.71% Maintained
642
AGC
ARP Global Capital
$5.63M +$5.4M 1 1.7% New
643
ECM
Explore Capital Management
Delaware
$5.62M -$4.34M 1 4.66% Reduced
644
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$5.57M +$449K 6 0.02% Increased
645
LMR Partners
LMR Partners
United Kingdom
$5.57M +$4.34M 2 0.01% Increased
646
CI
Carroll Investors
South Carolina
$5.56M -$1.22M 1 2.66% Reduced
647
Parallel Advisors
Parallel Advisors
California
$5.55M +$3.55M 9 0.1% Increased
648
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.55M $0 5 0.01% Maintained
649
4A
4D Advisors
California
$5.54M +$5.38M 1 3.03% New
650
JGGDR
JGP Global Gestao de Recursos
Brazil
$5.53M -$5.96M 2 3.26% Reduced