The Cheesecake FactoryCAKE
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 316 institutions reported holding The Cheesecake Factory Inc. (CAKE) in their 13F filings, up 19 from Q4 2024. 61 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($353.2M), Vanguard Group Inc. ($262.8M) and Wellington Management Group LLP ($148.2M). 8 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- The Cheesecake Factory Inc.
- CUSIP
- 163072101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $206.8M |
| Exits | 44 | $127.1M |
All 13F filers, Q4 2024 → Q1 2025: 9,950,501 shares bought and 5,970,591 shares sold, net +3,979,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 316 holders
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 7,257,656 | $353.2M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 5,401,539 | $262.8M |
| Wellington Management Group LLP | 0.03% | Add +156.7% | 3,045,705 | $148.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.32% | Add +0.2% | 2,695,031 | $131.1M |
| Earnest Partners LLC | 0.62% | Reduce -1.9% | 2,676,024 | $130.2M |
| Invesco Ltd. | 0.02% | Add +83.5% | 2,591,205 | $126.1M |
| State Street Corp. | 0.00% | Reduce -4.2% | 1,854,769 | $90.3M |
| Baron Capital (BAMCO) | 0.26% | Reduce -10.0% | 1,800,000 | $87.6M |
| Victory Capital Management Inc. | 0.09% | Add +64.1% | 1,766,131 | $85.9M |
| American Century Companies Inc. | 0.05% | Add +17.7% | 1,604,626 | $78.1M |
| Westwood Holdings Group Inc. | 0.58% | New | 1,557,637 | $75.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.8% | 1,221,255 | $59.4M |
| Hennessy Advisors Inc. | 1.96% | Reduce -8.9% | 1,211,900 | $59.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.7% | 1,145,239 | $55.7M |
| Driehaus Capital Management LLC | 0.46% | New | 980,682 | $47.7M |
| UBS Group AG | 0.01% | Add +6.7% | 917,741 | $44.7M |
| Frontier Capital Management Co. LLC | 0.46% | Reduce -0.8% | 861,455 | $41.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -25.7% | 822,029 | $40.0M |
| Voloridge Investment Management, LLC | 0.12% | Add +35.7% | 664,299 | $32.3M |
| Palisade Capital Management, LP | 0.99% | Reduce -0.9% | 620,920 | $30.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.3% | 610,762 | $29.7M |
| Morgan Stanley | 0.00% | Reduce -12.9% | 552,286 | $26.9M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 534,150 | $26.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.9% | 519,869 | $25.3M |
| Natixis Advisors, LLC | 0.05% | Reduce -0.9% | 508,962 | $24.8M |
| William Blair Investment Management, LLC | 0.06% | Reduce -22.7% | 431,732 | $21.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 423,501 | $20.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.0% | 421,551 | $20.5M |
| Millennium Management | 0.02% | Add +1575.7% | 403,548 | $19.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 344,466 | $16.8M |
| GAMCO Investors | 0.18% | No change | 327,200 | $15.9M |
| Ruffer LLP | 0.59% | Add +58.0% | 313,046 | $15.2M |
| Fisher Asset Management | 0.01% | Reduce -30.0% | 288,428 | $14.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.3% | 274,877 | $13.4M |
| Gagnon Securities LLC | 2.75% | Add +18.0% | 257,328 | $12.5M |
| Trexquant Investment LP | 0.14% | Add +74.4% | 245,413 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +21.2% | 239,263 | $11.6M |
| Sei Investments Co. | 0.01% | Add +799.9% | 221,683 | $10.8M |
| New York State Common Retirement Fund | 0.02% | Add +9.7% | 219,581 | $10.7M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -42.5% | 207,418 | $10.1M |
| Leeward Investments, LLC - MA | 0.46% | Reduce -16.1% | 179,431 | $8.7M |
| Squarepoint Ops LLC | 0.02% | New | 160,283 | $7.8M |
| Macquarie Group Ltd. | 0.01% | New | 158,504 | $7.7M |
| Public Sector Pension Investment Board | 0.03% | Add +27.1% | 148,961 | $7.2M |
| Nicholas Investment Partners, LP | 0.80% | New | 141,338 | $6.9M |
| Two Sigma Investments, LP | 0.02% | Reduce -25.8% | 139,833 | $6.8M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 134,328 | $6.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | New | 133,153 | $6.5M |
| Legal & General Group Plc | 0.00% | Reduce -3.6% | 129,923 | $6.3M |
| Nuveen, LLC | 0.00% | — | 124,569 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -65.2% | 118,465 | $5.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 109,295 | $5.6M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -45.8% | 112,278 | $5.5M |
| Bank of America Corp. | 0.00% | Add +138.3% | 111,093 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8.5% | 109,800 | $5.3M |
| First Trust Advisors LP | 0.00% | Add +17.3% | 106,694 | $5.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 98,400 | $4.8M |
| Cannell & Spears LLC | 0.10% | New | 95,585 | $4.7M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 94,000 | $4.6M |
| Woodline Partners LP | 0.03% | Add +30.9% | 92,664 | $4.5M |
| Fred Alger Management, LLC | 0.03% | Reduce -40.5% | 90,393 | $4.4M |
| AXA S.A. | 0.01% | Reduce -30.3% | 89,946 | $4.4M |
| Lazard Asset Management LLC | 0.01% | Add +79.1% | 85,946 | $4.2M |
| Global IMC LLC | 1.11% | New | 83,624 | $4.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.6% | 77,160 | $3.8M |
| Barclays PLC | 0.00% | Reduce -20.5% | 77,067 | $3.8M |
| Nebula Research & Development LLC | 0.33% | New | 74,193 | $3.6M |
| Citigroup Inc. | 0.00% | Add +2.9% | 70,073 | $3.4M |
| 1492 Capital Management LLC | 1.80% | Reduce -2.5% | 68,362 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -41.3% | 67,660 | $3.3M |
| Greenland Capital Management LP | 0.57% | Add +31.4% | 66,662 | $3.2M |
| Informed Momentum Co LLC | 0.52% | New | 62,121 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -22.3% | 59,465 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +161.4% | 58,972 | $2.9M |
| Aquatic Capital Management LLC | 0.07% | Add +282.0% | 57,236 | $2.8M |
| Landscape Capital Management, L.L.C. | 0.25% | New | 57,160 | $2.8M |
| Knights of Columbus Asset Advisors LLC | 0.19% | Add +2.1% | 56,080 | $2.7M |
| Edgestream Partners, L.P. | 0.09% | Reduce -21.9% | 56,080 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -50.2% | 52,220 | $2.5M |
| Lisanti Capital Growth, LLC | 0.72% | New | 49,800 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.2% | 49,604 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +48.9% | 49,562 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +0.2% | 49,277 | $2.4M |
| Nomura Holdings Inc. | 0.01% | New | 48,673 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.9% | 47,964 | $2.3M |
| Norges Bank | 0.00% | Reduce -66.4% | 46,157 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 44,324 | $2.2M |
| South Dakota Investment Council | 0.04% | Add +31.1% | 43,879 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -1.4% | 43,566 | $2.1M |
| Long Road Investment Counsel, LLC | 0.82% | Add +1.0% | 43,550 | $2.1M |
| Oliver Luxxe Assets LLC | 0.38% | New | 42,206 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +57.8% | 41,870 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +0.0% | 41,477 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +520.3% | 40,888 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 40,127 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -11.8% | 39,716 | $1.9M |
| LPL Financial LLC | 0.00% | Add +13.8% | 38,646 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +6807.4% | 38,336 | $1.9M |
| Tabor Asset Management, LP | 1.48% | Add +46.9% | 37,837 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.0% | 37,809 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 37,676 | $1.8M |
| Deutsche Bank AG | 0.00% | Reduce -8.4% | 37,087 | $1.8M |
| AQR Capital Management | 0.00% | Reduce -25.4% | 35,303 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 35,128 | $1.7M |
| PDT Partners, LLC | 0.12% | New | 34,473 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -0.5% | 33,814 | $1.6M |
| Headlands Technologies LLC | 0.19% | Add +50.6% | 33,703 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.6% | 33,630 | $1.6M |
| Quantbot Technologies LP | 0.05% | Reduce -15.9% | 32,835 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +167.3% | 32,549 | $1.6M |
| Brevan Howard Capital Management LP | 0.04% | New | 28,753 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 28,742 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.1% | 28,536 | $1.4M |
| Delphi Management Inc. | 1.40% | Reduce -13.9% | 28,278 | $1.4M |
| Maverick Capital | 0.02% | Add +217.4% | 27,894 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 27,600 | $1.3M |
| Hussman Strategic Advisors, Inc. | 0.32% | Add +62.5% | 27,300 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -79.3% | 26,924 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +5.8% | 26,648 | $1.3M |
| Legato Capital Management LLC | 0.17% | New | 26,511 | $1.3M |
| Comerica Bank | 0.01% | Add +5.2% | 26,051 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 26,019 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.3% | 25,942 | $1.3M |
| Aviance Capital Partners, LLC | 0.18% | Add +23.3% | 25,751 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -14.3% | 25,493 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 25,170 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -92.6% | 24,969 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -36.2% | 24,504 | $1.2M |
| Inspire Investing, LLC | 0.14% | Add +156.2% | 24,406 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | No change | 22,187 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.6% | 22,100 | $1.1M |
| Picton Mahoney Asset Management | 0.04% | Add +70748.4% | 21,963 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -10.4% | 21,422 | $1.0M |
| Schroder Investment Management Group | 0.00% | New | 20,685 | $1.0M |
| Janus Henderson Group PLC | 0.00% | No change | 20,562 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | New | 19,577 | $995K |
| SummitTX Capital, L.P. | 0.04% | — | 19,389 | $943K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -5.4% | 19,275 | $938K |
| State of Wisconsin Investment Board | 0.00% | Reduce -39.6% | 19,095 | $929K |
| Amundi | 0.00% | Reduce -16.8% | 19,656 | $920K |
| Tidal Investments LLC | 0.01% | Add +9.2% | 18,673 | $909K |
| Occudo Quantitative Strategies LP | 0.12% | New | 18,152 | $902K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -17.8% | 18,213 | $886K |
| Walleye Trading LLC | 0.02% | New | 17,239 | $839K |
| Bridgefront Capital, LLC | 0.24% | Reduce -15.8% | 17,176 | $836K |
| Gsa Capital Partners LLP | 0.07% | New | 16,548 | $805K |
| Centiva Capital, LP | 0.05% | Add +244.5% | 16,347 | $795K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 15,742 | $766K |
| Premier Fund Managers Ltd | 0.03% | No change | 15,045 | $747K |
| Gabelli Funds LLC | 0.01% | No change | 15,000 | $730K |
| Prelude Capital Management, LLC | 0.07% | Reduce -12.7% | 14,667 | $714K |
| Optimize Financial Inc. | 0.26% | New | 14,337 | $698K |
| Arizona State Retirement System | 0.00% | Reduce -0.8% | 13,904 | $677K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -4.6% | 13,855 | $674K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -13.3% | 13,702 | $667K |
| Marshall Wace, LLP | 0.00% | Add +23.7% | 13,691 | $666K |
| Amalgamated Bank | 0.01% | Reduce -3.6% | 13,401 | $652K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +2.0% | 13,121 | $638K |
| Connable Office Inc. | 0.07% | No change | 12,940 | $630K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -95.6% | 12,664 | $616K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.5% | 12,548 | $611K |
| Integrated Investment Consultants, LLC | 0.12% | Reduce -1.4% | 12,280 | $598K |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +15.7% | 12,267 | $597K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.3% | 11,440 | $557K |
| Versor Investments LP | 0.09% | Reduce -50.0% | 11,365 | $553K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 11,344 | $552K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 11,237 | $547K |
| Gotham Asset Management | 0.00% | New | 11,023 | $536K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.6% | 10,787 | $525K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -53.0% | 10,770 | $524K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 10,713 | $521K |
| Pacific Ridge Capital Partners, LLC | 0.14% | Reduce -0.9% | 10,677 | $520K |
| EntryPoint Capital, LLC | 0.24% | New | 10,623 | $517K |
| Advisors Preferred, LLC | 0.07% | New | 10,136 | $516K |
| Banque Pictet & Cie SA | 0.01% | New | 10,572 | $514K |
| Creative Planning | 0.00% | Add +4.4% | 10,521 | $512K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 10,419 | $507K |
| Lido Advisors, LLC | 0.00% | Reduce -10.1% | 9,717 | $473K |
| BNP Paribas Financial Markets | 0.00% | Reduce -21.3% | 9,546 | $465K |
| Jeppson Wealth Management, LLC | 0.17% | Add +0.1% | 9,458 | $460K |
| Quadrant Capital Group LLC | 0.02% | Add +594.7% | 9,420 | $458K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -11.7% | 9,100 | $443K |
| Atria Investments, Inc | 0.01% | Reduce -1.4% | 8,912 | $434K |
| Two Sigma Advisers, LP | 0.00% | New | 8,800 | $428K |
| Future Fund LLC | 0.54% | New | 8,610 | $419K |
| Danske Bank A/S | 0.00% | Reduce -73.6% | 8,158 | $397K |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 7,802 | $380K |
| Fieldview Capital Management, LLC | 0.05% | New | 7,743 | $377K |
| Bridges Investment Management Inc. | 0.01% | Add +4.0% | 7,677 | $374K |
| FMR LLC | 0.00% | Add +13.4% | 7,621 | $371K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.9% | 7,465 | $363K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.0% | 7,359 | $358K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 7,330 | $357K |
| Keybank National Association | 0.00% | New | 7,311 | $356K |
| Teacher Retirement System of Texas | 0.00% | New | 7,087 | $345K |
| Glenmede Trust Co. NA | 0.00% | Add +1.4% | 7,053 | $343K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 7,018 | $342K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,938 | $338K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 6,838 | $333K |
| AlphaQuest LLC | 0.04% | New | 6,750 | $328K |
| HSBC Holdings PLC | 0.00% | Reduce -0.2% | 6,730 | $325K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.7% | 6,645 | $323K |
| Captrust Financial Advisors | 0.00% | Add +5.2% | 6,630 | $323K |
| &partners | 0.00% | Add +22.5% | 6,484 | $322K |
| Bantamac Capital, LLC | 0.15% | New | 6,545 | $318K |
| Sowell Financial Services LLC | 0.01% | New | 6,448 | $314K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,426 | $313K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,410 | $312K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -13.9% | 6,350 | $309K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.4% | 6,272 | $305K |
| MML Investors Services, LLC | 0.00% | Add +3.5% | 6,234 | $303K |
| Clearstead Advisors, LLC | 0.00% | Add +17.0% | 6,147 | $299K |
| Foundry Partners, LLC | 0.02% | New | 6,140 | $299K |
| Two Sigma Securities, LLC | 0.04% | New | 5,639 | $274K |
| Praxis Investment Management Inc. | 0.02% | Reduce -6.1% | 5,550 | $270K |
| State of Wyoming | 0.04% | Reduce -33.2% | 5,484 | $267K |
| Choreo, LLC | 0.00% | Add +17.7% | 5,338 | $260K |
| Mariner, LLC | 0.00% | Add +17.7% | 5,285 | $257K |
| Wealth Alliance, LLC | 0.03% | Reduce -2.5% | 5,191 | $253K |
| Blair William & Co. | 0.00% | Reduce -10.4% | 5,173 | $252K |
| Aster Capital Management (DIFC) Ltd | 0.05% | New | 4,568 | $247K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,051 | $246K |
| Contravisory Investment Management, Inc. | 0.05% | Add +1064.7% | 4,950 | $241K |
| Franklin Resources Inc. | 0.00% | New | 4,626 | $225K |
| Neuberger Berman Group LLC | 0.00% | New | 4,434 | $216K |
| Jefferies Financial Group Inc. | 0.00% | New | 4,340 | $211K |
| Moran Wealth Management, LLC | 0.01% | Reduce -2.5% | 4,279 | $208K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,260 | $207K |
| Evergreen Capital Management LLC | 0.01% | New | 4,175 | $203K |
| Jones Financial Companies LLLP | 0.00% | Add +0.3% | 3,564 | $177K |
| AdvisorShares Investments LLC | 0.03% | No change | 3,335 | $170K |
| Smartleaf Asset Management LLC | 0.02% | Add +24.4% | 3,268 | $162K |
| US Bancorp \de | 0.00% | Add +88.7% | 2,651 | $129K |
| Osaic Holdings, Inc. | 0.00% | Add +10.2% | 2,499 | $122K |
| KBC Group NV | 0.00% | No change | 2,321 | $113K |
| Huntington National Bank | 0.00% | Reduce -2.3% | 2,001 | $97K |
| GAMMA Investing LLC | 0.01% | Add +10.9% | 1,614 | $79K |
| Bayforest Capital Ltd | 0.03% | New | 1,479 | $72K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +33.3% | 1,333 | $65K |
| Walleye Capital LLC | 0.00% | Reduce -67.7% | 1,297 | $63K |
| SBI Securities Co., Ltd. | 0.00% | Add +38.5% | 1,244 | $61K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,192 | $58K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.8% | 1,157 | $56K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.5% | 1,010 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.6% | 1,010 | $49K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,012 | $49K |
| USA Financial Formulas | 0.01% | New | 1,005 | $49K |
| Cwm, LLC | 0.00% | Add +4.3% | 978 | $48K |
| Versant Capital Management, Inc | 0.01% | No change | 616 | $30K |
| Signaturefd, LLC | 0.00% | Reduce -6.8% | 612 | $30K |
| Golden State Wealth Management, LLC | 0.00% | No change | 530 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.1% | 490 | $24K |
| Allworth Financial LP | 0.00% | Add +2.2% | 462 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 477 | $23K |
| Parkside Financial Bank & Trust | 0.00% | Add +22.0% | 454 | $22K |
| Bessemer Group Inc. | 0.00% | Reduce -21.6% | 454 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 418 | $20K |
| Tortoise Investment Management, LLC | 0.00% | No change | 400 | $19K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 373 | $18K |
| Fifth Third Bancorp | 0.00% | Add +33.8% | 372 | $18K |
| Tsfg, LLC | 0.00% | Add +75.0% | 350 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Add +1390.9% | 328 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 339 | $16K |
| UMB Bank, n.a. | 0.00% | Add +121.1% | 325 | $16K |
| Lanark Financial, Inc. | 0.00% | — | 312 | $15K |
| Studio Investment Management LLC | 0.00% | Reduce -45.3% | 296 | $14K |
| Coldstream Capital Management Inc. | 0.00% | New | 291 | $14K |
| Arax Advisory Partners | 0.00% | Add +274.6% | 266 | $13K |
| Lindbrook Capital, LLC | 0.00% | Add +3.6% | 260 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | Add +75.3% | 277 | $12K |
| Whittier Trust Co. | 0.00% | Reduce -44.2% | 240 | $12K |
| Pacific Center for Financial Services | 0.00% | No change | 239 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 201 | $10K |
| Rise Advisors, LLC | 0.00% | Reduce -59.3% | 178 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 174 | $8K |
| Optiver Holding B.V. | 0.00% | New | 168 | $8K |
| Bank & Trust Co | 0.01% | No change | 156 | $8K |
| Brooklyn Investment Group | 0.00% | New | 145 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -50.0% | 135 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 126 | $6K |
| CoreCap Advisors, LLC | 0.00% | Add +500.0% | 120 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 100 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 86 | $4K |
| Rothschild Investment LLC | 0.00% | Add +30.8% | 85 | $4K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 74 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 73 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 69 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 68 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 65 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 66 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 59 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -37.4% | 57 | $3K |
| Sterling Capital Management LLC | 0.00% | No change | 51 | $2K |
| LRI Investments, LLC | 0.00% | No change | 50 | $2K |
| MAI Capital Management | 0.00% | No change | 44 | $2K |
| WPG Advisers, LLC | 0.00% | Add +176.9% | 36 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -14.3% | 30 | $1K |
| Aspect Partners, LLC | 0.00% | New | 27 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 24 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 20 | $974 |
| IAG Wealth Partners, LLC | 0.00% | Reduce -90.9% | 16 | $779 |
| Perkins Coie Trust Co | 0.00% | New | 13 | $632 |
| POM Investment Strategies, LLC | 0.00% | No change | 10 | $487 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 10 | $487 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 9 | $438 |
| Larson Financial Group LLC | 0.00% | No change | 9 | $438 |
| Wolff Wiese Magana LLC | 0.00% | No change | 4 | $202 |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $195 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $195 |
| IFP Advisors, Inc | 0.00% | No change | 3 | $146 |
| TD Private Client Wealth LLC | 0.00% | Reduce -66.7% | 1 | $49 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -98.7% | 1 | $49 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $49 |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $0 |
| Hemington Wealth Management | 0.00% | Add +160.0% | 13 | $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.