The Cheesecake FactoryCAKE
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 273 institutions reported holding The Cheesecake Factory Inc. (CAKE) in their 13F filings, up 13 from Q2 2024. 40 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($296.7M), Vanguard Group Inc. ($219.9M) and Earnest Partners LLC ($111.3M). 7 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- The Cheesecake Factory Inc.
- CUSIP
- 163072101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $29.8M |
| Exits | 25 | $16.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,934,813 shares bought and 3,500,108 shares sold, net −565,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| BlackRock, Inc. | 0.01% | — | 7,316,991 | $296.7M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 5,422,362 | $219.9M |
| Earnest Partners LLC | 0.48% | Reduce -3.0% | 2,745,740 | $111.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.24% | Reduce -3.8% | 2,712,308 | $110.0M |
| Baron Capital (BAMCO) | 0.22% | Reduce -9.1% | 2,000,000 | $81.1M |
| State Street Corp. | 0.00% | Add +3.7% | 1,876,295 | $76.1M |
| Millennium Management | 0.07% | Add +51.7% | 1,828,753 | $74.2M |
| Invesco Ltd. | 0.01% | Add +2.1% | 1,256,869 | $51.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.2% | 1,255,839 | $50.9M |
| American Century Companies Inc. | 0.03% | Add +24.9% | 1,177,025 | $47.7M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 1,118,549 | $45.4M |
| Bank of New York Mellon Corp | 0.01% | Add +22.1% | 1,048,540 | $42.5M |
| Frontier Capital Management Co. LLC | 0.35% | Reduce -2.2% | 909,217 | $36.9M |
| Morgan Stanley | 0.00% | Add +2.8% | 788,035 | $32.0M |
| William Blair Investment Management, LLC | 0.07% | Reduce -19.2% | 662,380 | $26.9M |
| Palisade Capital Management, LP | 0.75% | Reduce -6.1% | 617,705 | $25.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.2% | 597,901 | $24.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.3% | 578,175 | $23.4M |
| Woodline Partners LP | 0.20% | Add +6.9% | 571,854 | $23.2M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -0.3% | 524,418 | $21.3M |
| Natixis Advisors, LLC | 0.04% | Reduce -1.2% | 523,999 | $21.2M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 456,835 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 439,730 | $17.8M |
| UBS Group AG | 0.00% | Add +10.5% | 426,282 | $17.3M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 416,868 | $16.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.0% | 408,715 | $16.6M |
| Victory Capital Management Inc. | 0.02% | Add +32.7% | 403,271 | $16.4M |
| Fisher Asset Management | 0.01% | Reduce -0.1% | 402,602 | $16.3M |
| Schonfeld Strategic Advisors LLC | 0.12% | New | 369,817 | $15.0M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -18.5% | 343,101 | $13.9M |
| GAMCO Investors | 0.14% | Reduce -1.9% | 333,200 | $13.5M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -19.7% | 328,718 | $13.3M |
| Verition Fund Management LLC | 0.09% | Add +950.9% | 284,294 | $11.5M |
| Principal Financial Group Inc. | 0.01% | Add +9.6% | 255,595 | $10.4M |
| Two Sigma Investments, LP | 0.02% | Reduce -27.5% | 248,856 | $10.1M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -66.7% | 244,684 | $9.9M |
| Bank of America Corp. | 0.00% | Add +202.3% | 238,717 | $9.7M |
| JCP Investment Management, LLC | 7.98% | Add +81.0% | 237,210 | $9.6M |
| Leeward Investments, LLC - MA | 0.43% | Reduce -0.3% | 229,765 | $9.3M |
| Gagnon Securities LLC | 1.76% | Add +0.2% | 218,801 | $8.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.5% | 195,706 | $7.9M |
| Sapient Capital LLC | 0.16% | No change | 195,000 | $7.9M |
| Trexquant Investment LP | 0.08% | Add +25.2% | 146,414 | $5.9M |
| Rhumbline Advisers | 0.01% | Reduce -5.7% | 135,954 | $5.5M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 130,900 | $5.3M |
| AXA S.A. | 0.02% | Add +13.1% | 126,821 | $5.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -54.1% | 123,214 | $5.0M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -51.9% | 121,128 | $4.9M |
| Scout Investments, Inc. | 0.12% | Reduce -13.9% | 119,623 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -45.2% | 108,050 | $4.4M |
| Public Sector Pension Investment Board | 0.02% | Reduce -3.8% | 99,252 | $4.0M |
| Fred Alger Management, LLC | 0.02% | Add +159.6% | 97,765 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 94,500 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 94,413 | $3.8M |
| Barclays PLC | 0.00% | Add +215.8% | 92,512 | $3.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 90,478 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.2% | 87,530 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 79,148 | $3.2M |
| New York State Teachers Retirement System | 0.01% | Add +5.5% | 77,660 | $3.1M |
| 1492 Capital Management LLC | 1.44% | Add +7.1% | 70,898 | $2.9M |
| AQR Capital Management | 0.00% | Reduce -11.9% | 66,976 | $2.7M |
| Citigroup Inc. | 0.00% | Add +54.2% | 60,993 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -43.8% | 57,043 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -3.1% | 56,978 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 55,633 | $2.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -69.5% | 50,235 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -3.3% | 45,789 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 45,045 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.2% | 44,554 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -1.9% | 44,074 | $1.8M |
| Long Road Investment Counsel, LLC | 0.70% | No change | 43,100 | $1.7M |
| Marshall Wace, LLP | 0.00% | Reduce -81.1% | 41,859 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Add +0.3% | 40,332 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +2.7% | 39,989 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 37,676 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 37,540 | $1.5M |
| Delphi Management Inc. | 1.35% | Reduce -13.0% | 36,702 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.11% | New | 35,116 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 34,059 | $1.4M |
| South Dakota Investment Council | 0.03% | No change | 33,479 | $1.4M |
| Tabor Asset Management, LP | 0.64% | New | 32,732 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.8% | 32,540 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 32,419 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -9.3% | 31,077 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 29,619 | $1.2M |
| Norges Bank | 0.00% | Reduce -21.4% | 29,422 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +26.7% | 27,959 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.1% | 27,655 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 27,406 | $1.1M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | No change | 27,258 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.0% | 26,708 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.2% | 26,415 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | Add +8.4% | 26,394 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +0.0% | 26,243 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.7% | 25,789 | $1.0M |
| Danske Bank A/S | 0.00% | Reduce -5.8% | 25,642 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +36.3% | 24,198 | $981K |
| Avior Wealth Management, LLC | 0.04% | No change | 24,095 | $977K |
| AlphaQuest LLC | 0.09% | New | 24,006 | $973K |
| Econ Financial Services Corp | 0.54% | New | 23,799 | $965K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +2.4% | 23,110 | $937K |
| Wakefield Asset Management LLLP | 0.30% | Reduce -0.9% | 23,055 | $935K |
| Bank of Montreal | 0.00% | Reduce -2.4% | 23,358 | $930K |
| Russell Investments Group, Ltd. | 0.00% | No change | 22,817 | $925K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -3.2% | 22,669 | $919K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.2% | 22,600 | $916K |
| Sei Investments Co. | 0.00% | Reduce -8.5% | 22,099 | $896K |
| LPL Financial LLC | 0.00% | Add +17.5% | 21,584 | $875K |
| First Trust Advisors LP | 0.00% | Reduce -14.9% | 21,467 | $870K |
| Raymond James & Associates | 0.00% | Add +5.4% | 20,437 | $829K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -0.4% | 20,374 | $826K |
| Janus Henderson Group PLC | 0.00% | Reduce -32.1% | 17,962 | $729K |
| Intech Investment Management LLC | 0.01% | New | 17,836 | $723K |
| Tidal Investments LLC | 0.01% | No change | 17,655 | $716K |
| Aviance Capital Partners, LLC | 0.09% | Add +75.2% | 17,044 | $691K |
| WINTON GROUP Ltd | 0.05% | New | 16,356 | $663K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.3% | 15,805 | $641K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 15,742 | $638K |
| Comerica Bank | 0.00% | Reduce -2.0% | 15,721 | $637K |
| XTX Topco Ltd | 0.05% | New | 15,491 | $628K |
| Gabelli Funds LLC | 0.00% | No change | 15,000 | $608K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -19.0% | 14,528 | $589K |
| CastleKnight Management LP | 0.07% | No change | 14,000 | $568K |
| Arizona State Retirement System | 0.00% | Add +2.5% | 13,940 | $565K |
| Amalgamated Bank | 0.00% | Reduce -3.0% | 13,905 | $564K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.8% | 13,167 | $534K |
| Diametric Capital, LP | 0.26% | Reduce -83.0% | 13,051 | $529K |
| Connable Office Inc. | 0.05% | No change | 12,940 | $525K |
| Integrated Investment Consultants, LLC | 0.11% | Reduce -4.6% | 12,451 | $505K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.2% | 12,246 | $497K |
| Factorial Partners, LLC | 0.28% | Reduce -63.6% | 12,000 | $487K |
| Shellback Capital, LP | 0.04% | Reduce -59.0% | 11,700 | $474K |
| D. E. Shaw & Co. | 0.00% | Reduce -94.7% | 11,573 | $469K |
| Petrus Trust Company, LTA | 0.05% | New | 11,461 | $465K |
| Inspire Investing, LLC | 0.05% | Add +11.4% | 11,343 | $460K |
| Seven Eight Capital, LP | 0.04% | Add +61.7% | 11,224 | $455K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.2% | 11,090 | $450K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.5% | 10,973 | $445K |
| Pacific Ridge Capital Partners, LLC | 0.10% | Add +8.1% | 10,772 | $437K |
| Elevation Point Wealth Partners, LLC | 0.04% | No change | 10,603 | $430K |
| Lido Advisors, LLC | 0.00% | Reduce -38.0% | 10,590 | $429K |
| Renaissance Technologies | 0.00% | New | 10,245 | $415K |
| ProShare Advisors LLC | 0.00% | Add +36.9% | 10,044 | $407K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.0% | 10,004 | $406K |
| Gsa Capital Partners LLP | 0.03% | New | 9,733 | $395K |
| Jeppson Wealth Management, LLC | 0.14% | Add +0.0% | 9,469 | $384K |
| Creative Planning | 0.00% | Reduce -10.3% | 9,090 | $369K |
| Atria Investments, Inc | 0.00% | Add +8.2% | 9,074 | $368K |
| Cerity Partners LLC | 0.00% | Add +61.3% | 8,517 | $345K |
| Teacher Retirement System of Texas | 0.00% | Reduce -53.7% | 8,515 | $345K |
| Oak Harvest Investment Services | 0.05% | New | 8,500 | $345K |
| Amundi | 0.00% | Add +14.7% | 8,239 | $329K |
| Centiva Capital, LP | 0.01% | New | 8,109 | $329K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.5% | 8,088 | $328K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 7,810 | $317K |
| Truist Financial Corp. | 0.00% | Reduce -17.7% | 7,788 | $316K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,530 | $305K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,500 | $304K |
| Bridges Investment Management Inc. | 0.00% | No change | 7,385 | $299K |
| HSBC Holdings PLC | 0.00% | Add +5.5% | 7,071 | $286K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -8.6% | 7,040 | $285K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.4% | 6,938 | $281K |
| Simplex Trading, LLC | 0.01% | New | 6,867 | $278K |
| State of Wyoming | 0.04% | Add +16.2% | 6,780 | $275K |
| Bridgefront Capital, LLC | 0.10% | New | 6,712 | $272K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 6,663 | $270K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -16.7% | 6,629 | $269K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,503 | $264K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.2% | 6,490 | $263K |
| Wedbush Securities Inc. | 0.01% | New | 6,452 | $262K |
| Versor Investments LP | 0.04% | Reduce -63.5% | 6,452 | $262K |
| Stephens Inc. | 0.00% | Reduce -34.1% | 6,226 | $252K |
| FMR LLC | 0.00% | Add +3.2% | 6,224 | $252K |
| MML Investors Services, LLC | 0.00% | Reduce -10.7% | 6,134 | $249K |
| Walleye Capital LLC | 0.00% | Add +144.3% | 5,959 | $242K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,879 | $238K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.3% | 5,755 | $233K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.1% | 5,712 | $232K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,603 | $227K |
| Glenmede Trust Co. NA | 0.00% | New | 5,502 | $223K |
| Blair William & Co. | 0.00% | New | 5,489 | $223K |
| Wealth Alliance, LLC | 0.03% | Reduce -0.1% | 5,425 | $220K |
| Captrust Financial Advisors | 0.00% | Reduce -3.7% | 5,385 | $218K |
| Inspire Advisors, LLC | 0.03% | Reduce -2.3% | 5,221 | $212K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -53.2% | 5,190 | $210K |
| Prelude Capital Management, LLC | 0.02% | Reduce -81.7% | 5,133 | $208K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,823 | $196K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.9% | 4,413 | $179K |
| AdvisorShares Investments LLC | 0.03% | New | 4,058 | $165K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,501 | $142K |
| Paloma Partners Management Co | 0.01% | New | 3,000 | $122K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -17.4% | 2,600 | $105K |
| Huntington National Bank | 0.00% | Add +1.5% | 2,208 | $90K |
| Lazard Asset Management LLC | 0.00% | No change | 2,179 | $88K |
| Bessemer Group Inc. | 0.00% | Reduce -3.4% | 1,730 | $71K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.1% | 1,665 | $67K |
| KBC Group NV | 0.00% | No change | 1,580 | $64K |
| GAMMA Investing LLC | 0.01% | Add +1.3% | 1,468 | $60K |
| US Bancorp \de | 0.00% | Reduce -56.8% | 1,404 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +47.1% | 1,421 | $57K |
| Quadrant Capital Group LLC | 0.00% | Reduce -6.4% | 1,356 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.0% | 1,287 | $52K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,192 | $47K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,012 | $41K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.4% | 956 | $39K |
| Ascentis Independent Advisors | 0.01% | New | 952 | $39K |
| Walleye Trading LLC | 0.00% | Reduce -83.9% | 898 | $36K |
| Cwm, LLC | 0.00% | Reduce -14.7% | 829 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Add +35.3% | 851 | $34K |
| Catalyst Funds Management Pty Ltd | 0.01% | Add +166.7% | 800 | $32K |
| Studio Investment Management LLC | 0.01% | Add +17.9% | 745 | $30K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 661 | $27K |
| Signaturefd, LLC | 0.00% | Add +26.6% | 657 | $27K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -7.2% | 615 | $25K |
| Allworth Financial LP | 0.00% | Reduce -39.2% | 452 | $18K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 435 | $18K |
| Whittier Trust Co. | 0.00% | No change | 430 | $17K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 425 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 418 | $17K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 417 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 400 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 370 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +22.9% | 322 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 296 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 312 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | New | 270 | $11K |
| Fifth Third Bancorp | 0.00% | Add +31.2% | 265 | $11K |
| Lindbrook Capital, LLC | 0.00% | Add +0.8% | 251 | $10K |
| First Horizon Advisors, Inc. | 0.00% | No change | 240 | $10K |
| Pacific Center for Financial Services | 0.00% | No change | 239 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 201 | $8K |
| M&R Capital Management Inc. | 0.00% | New | 200 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 200 | $8K |
| Tsfg, LLC | 0.00% | No change | 200 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 174 | $7K |
| Bank & Trust Co | 0.01% | Reduce -67.1% | 156 | $6K |
| UMB Bank, n.a. | 0.00% | Add +126.2% | 147 | $6K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -94.2% | 105 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 100 | $4K |
| Global Retirement Partners, LLC | 0.00% | Add +51.6% | 94 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +1.2% | 82 | $3K |
| Arax Advisory Partners | 0.00% | No change | 71 | $3K |
| Elequin Capital, LP | 0.01% | New | 66 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 66 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 64 | $3K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 60 | $2K |
| LRI Investments, LLC | 0.00% | No change | 50 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 59 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 53 | $2K |
| Planning Capital Management Corp | 0.00% | New | 51 | $2K |
| Sterling Capital Management LLC | 0.00% | — | 50 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 41 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -66.7% | 28 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 31 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -77.5% | 22 | $891 |
| CoreCap Advisors, LLC | 0.00% | New | 20 | $811 |
| Blue Trust, Inc. | 0.00% | New | 18 | $707 |
| Earned Wealth Advisors, LLC | 0.00% | New | 17 | $689 |
| POM Investment Strategies, LLC | 0.00% | No change | 10 | $406 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 10 | $406 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 9 | $365 |
| Larson Financial Group LLC | 0.00% | No change | 9 | $365 |
| GeoWealth Management, LLC | 0.00% | New | 7 | $284 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $203 |
| Criterion Capital Advisors, LLC | 0.00% | No change | 5 | $197 |
| Mendota Financial Group, LLC | 0.00% | New | 4 | $163 |
| Bokf, NA | 0.00% | No change | 4 | $162 |
| TD Private Client Wealth LLC | 0.00% | New | 3 | $122 |
| Wolff Wiese Magana LLC | 0.00% | No change | 2 | $86 |
| Toronto Dominion Bank | 0.00% | New | 1 | $41 |
| Hemington Wealth Management | 0.00% | New | 3 | $0 |
| Covestor Ltd | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is CAKE's weight in each manager's 13F, not the share of The Cheesecake Factory Inc. the manager owns.