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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
1001
BI
Bulldog Investors
New Jersey
$0 -$1.1M 0 – Closed
1002
CCM
CAAS Capital Management
New York
$0 -$11.4M 0 – Closed
1003
CAAS
Capital Asset Advisory Services
Michigan
$0 -$28K 0 – Closed
1004
Caption Management
Caption Management
Oklahoma
$0 -$2.41M 0 – Closed
1005
Castleark Management
Castleark Management
Illinois
$0 -$10.7M 0 – Closed
1006
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$0 -$156K 0 – Closed
1007
COCM
Charter Oak Capital Management
New Hampshire
$0 +$395 1 0% New
1008
CCA
Childress Capital Advisors
Texas
$0 -$26K 0 – Closed
1009
CC
Cipher Capital
New York
$0 -$386K 0 – Closed
1010
CWA
Clearview Wealth Advisors
Oregon
$0 $0 1 0% Maintained
1011
Coatue Management
Coatue Management
New York
$0 -$39.7M 0 – Closed
1012
Context Capital Management
Context Capital Management
California
$0 -$3.59M 0 – Closed
1013
Dakota Wealth Management
Dakota Wealth Management
Florida
$0 -$160K 0 – Closed
1014
EIP
Easterly Investment Partners
Massachusetts
$0 -$622K 0 – Closed
1015
Emerald Advisers
Emerald Advisers
Pennsylvania
$0 -$11.2M 0 – Closed
1016
Empyrean Capital Partners
Empyrean Capital Partners
California
$0 -$58.9M 0 – Closed
1017
First Pacific Advisors
First Pacific Advisors
California
$0 -$1.93M 0 – Closed
1018
FPB
First PREMIER Bank
South Dakota
$0 +$427 1 0% New
1019
FTDI
First Trust Direct Indexing
Massachusetts
$0 -$213K 0 – Closed
1020
FI
FormulaFolio Investments
Michigan
$0 -$352K 0 – Closed
1021
FIG
Fortress Investment Group
New York
$0 -$9.95M 0 – Closed
1022
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$0 -$114K 0 – Closed
1023
Glazer Capital LLC
Glazer Capital LLC
New York
$0 -$5.93M 0 – Closed
1024
GL
Governors Lane
New York
$0 -$16.2M 0 – Closed
1025
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$0 -$9.66M 0 – Closed