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Holdings (Monthly) Guide ↗

Emerald Finance & Banking Innovation Fund

· Financial Investors Trust
Monthly Holdings $48M AUM 64 positions Period Jan 2026 Filed Mar 26, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Axos Financial Inc 05465C100 Apr 2024 26,010 $2.6M 5.40% EC
2 Metropolitan Bank Holding Corp 591774104 Apr 2024 27,099 $2.5M 5.26% EC
3 Customers Bancorp Inc 23204G100 Apr 2024 31,064 $2.5M 5.14% EC
4 Northeast Bank 66405S100 Apr 2024 21,124 $2.4M 5.10% EC
5 Esquire Financial Holdings Inc 29667J101 Apr 2024 22,496 $2.4M 5.03% EC
6 Coastal Financial Corp/wa 19046P209 Apr 2024 20,589 $2.0M 4.13% EC
7 Bancorp Inc/the 05969A105 Apr 2024 32,889 $2.0M 4.10% EC
8 Lendingclub Corp 52603A208 Jan 2026 108,783 $1.8M 3.85% EC
9 Pathward Financial Inc 59100U108 Apr 2024 18,470 $1.7M 3.49% EC
10 Figure Technology Solutions Inc 349381103 Jan 2026 27,860 $1.6M 3.32% EC
11 Robinhood Markets Inc 770700102 Jan 2026 15,504 $1.5M 3.23% EC
12 Neptune Insurance Holdings Inc 64073B103 Jan 2026 55,248 $1.4M 2.95% EC
13 Wintrust Financial Corp 97650W108 Apr 2024 8,733 $1.3M 2.70% EC
14 Western Alliance Bancorp 957638109 Apr 2024 14,347 $1.3M 2.68% EC
15 Qcr Holdings Inc 74727A104 Apr 2024 13,110 $1.2M 2.48% EC
16 Green Dot Corp 39304D102 Jan 2026 95,976 $1.2M 2.45% EC
17 Enova International Inc 29357K103 Jan 2026 6,371 $1.1M 2.20% EC
18 Rocket Cos Inc 77311W101 Jan 2026 54,049 $969K 2.03% EC
19 Finwise Bancorp 31813A109 Apr 2024 54,364 $952K 1.99% EC
20 First American Government Obligations Fund 31846V336 Apr 2024 925,469 $925K 1.94% STIV
21 Mechanics Bancorp 43785V102 Apr 2024 60,462 $906K 1.90% EC
22 Third Coast Bancshares Inc 88422P109 Apr 2024 19,108 $775K 1.62% EC
23 Mvb Financial Corp 553810102 Jan 2026 27,293 $771K 1.62% EC
24 East West Bancorp Inc 27579R104 Apr 2024 6,314 $723K 1.51% EC
25 Chime Financial Inc 16935C109 Jan 2026 27,736 $705K 1.48% EC
26 Pagaya Technologies Ltd M7S64L123 Jan 2026 31,165 $604K 1.27% EC
27 Umb Financial Corp 902788108 Jan 2026 4,256 $541K 1.13% EC
28 Shopify Inc 82509L107 Jan 2026 4,053 $532K 1.11% EC
29 Trinity Capital Inc 896442308 Apr 2024 30,950 $521K 1.09% EC
30 Sofi Technologies Inc 83406F102 Jan 2026 22,392 $511K 1.07% EC
31 Bank7 Corp 06652N107 Jan 2026 10,435 $464K 0.97% EC
32 Palomar Holdings Inc 69753M105 Jan 2026 3,718 $460K 0.96% EC
33 Skyward Specialty Insurance Group Inc 830940102 Apr 2024 10,211 $456K 0.95% EC
34 Seacoast Banking Corp Of Florida 811707801 Jan 2026 13,306 $445K 0.93% EC
35 Five Star Bancorp 33830T103 Apr 2024 10,289 $408K 0.85% EC
36 Dave Inc 23834J201 Jan 2026 2,478 $406K 0.85% EC
37 Klarna Group Plc G5279N105 Jan 2026 17,146 $396K 0.83% EC
38 Affirm Holdings Inc 00827B106 Jan 2026 6,520 $393K 0.82% EC
39 Remitly Global Inc 75960P104 Jan 2026 28,159 $372K 0.78% EC
40 Ameris Bancorp 03076K108 Apr 2024 4,442 $358K 0.75% EC
41 Porch Group Inc 733245104 Jan 2026 39,577 $312K 0.65% EC
42 Bitmine Immersion Technologies Inc 09175A206 Jan 2026 11,558 $290K 0.61% EC
43 Compass Inc 20464U100 Jan 2026 23,156 $290K 0.61% EC
44 United Bankshares Inc/wv 909907107 Jan 2026 6,277 $266K 0.56% EC
45 Coinbase Global Inc 19260Q107 Jan 2026 1,251 $244K 0.51% EC
46 Private Bancorp Of America Inc 74274F100 Apr 2024 3,676 $221K 0.46% EC
47 Bowhead Specialty Holdings Inc 10240L102 Jan 2026 8,914 $219K 0.46% EC
48 American Integrity Insurance Group Inc 026948109 Jan 2026 11,624 $217K 0.46% EC
49 Kinsale Capital Group Inc 49714P108 Apr 2024 533 $211K 0.44% EC
50 First Busey Corp 319383204 Jan 2026 7,000 $173K 0.36% EC
51 Bullish G16910120 Jan 2026 5,000 $151K 0.32% EC
52 Circle Internet Group Inc 172573107 Jan 2026 2,282 $146K 0.31% EC
53 Gbank Financial Holdings Inc 36166F100 Jan 2026 4,478 $146K 0.31% EC
54 Mid Penn Bancorp Inc 59540G107 Jan 2026 4,373 $144K 0.30% EC
55 Cnb Financial Corp/pa 126128107 Apr 2024 5,156 $143K 0.30% EC
56 Ategrity Specialty Holdings Llc 04681Y103 Jan 2026 7,410 $132K 0.28% EC
57 Perella Weinberg Partners 71367G102 Jan 2026 5,763 $129K 0.27% EC
58 Twfg Inc 87318A101 Jan 2026 4,900 $122K 0.26% EC
59 Miami International Holdings Inc 59356Q108 Jan 2026 2,500 $104K 0.22% EC
60 Opendoor Technologies Inc 683712103 Jan 2026 16,576 $85K 0.18% EC
61 Opendoor Technologies Inc 683712129 Jan 2026 552 $470 0.00% DE
62 Opendoor Technologies Inc 683712137 Jan 2026 552 $251 0.00% DE
63 Opendoor Technologies Inc 683712145 Jan 2026 552 $219 0.00% DE
64 Paysafe Ltd G6964L115 Apr 2024 62,749 $35 0.00% DE