NDFI Analytics - US Bank Exposure to Non-Bank Lenders

Published: March 31, 2026

NDFI Analytics - interactive tool covering US bank exposure to non-bank lenders. FFIEC Call Reports. 629 banks. 5 quarters. System and bank level.

Stress scenarios, CET1 concentration, ACL coverage, nonaccrual rates, commitments. Filter by asset size, view by subcategory, click any bar to see the banks behind it. Data explorer to cut your data with custom filters.

Which $100B+ banks have NDFI exceeding 150% of CET1? What does a 15% loss scenario do to capital after reserves? Which banks have the thinnest reserve coverage?

Validated against FDIC BankFind API, FRED Series, and FDIC Quarterly Banking Profile. 8 levels of validation. Variances published. Methodology with MDRM codes.

Full data download.

tremor.tigzig.com ➔ US NDFI

NDFI Analytics Tool

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