Pathward FinancialCASH
13F holders, Q3 2024 (September 30)252holders +24
43new positions
17sold out
5famous investors
$69.96avg. 13F price*
At the end of Q3 2024, 252 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 24 from Q2 2024. 43 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($242.0M), FMR LLC ($135.5M) and Vanguard Group Inc. ($123.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Pathward Financial Inc.
- CUSIP
- 59100U108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $44.8M |
| Exits | 17 | $20.4M |
All 13F filers, Q2 2024 → Q3 2024: 2,107,240 shares bought and 1,685,858 shares sold, net +421,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| BlackRock, Inc. | 0.01% | — | 3,666,470 | $242.0M |
| FMR LLC | 0.01% | Add +6.9% | 2,052,287 | $135.5M |
| Vanguard Group Inc. | 0.00% | Reduce -3.0% | 1,867,118 | $123.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.3% | 1,467,035 | $96.8M |
| State Street Corp. | 0.00% | Add +1.4% | 1,274,851 | $84.2M |
| Vinva Investment Management Ltd | 2.51% | Add +13.1% | 104,508 | $59.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +54.8% | 772,530 | $51.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 699,884 | $46.2M |
| American Century Companies Inc. | 0.02% | Add +15.0% | 580,219 | $38.3M |
| Morgan Stanley | 0.00% | Add +38.4% | 548,764 | $36.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 373,907 | $24.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +34.7% | 367,296 | $24.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.5% | 328,413 | $21.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -8.0% | 324,849 | $21.4M |
| Invesco Ltd. | 0.00% | Add +17.3% | 320,295 | $21.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -11.9% | 290,009 | $19.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 265,162 | $17.5M |
| Nantahala Capital Management, LLC | 1.47% | Reduce -51.2% | 264,203 | $17.4M |
| Philosophy Capital Management LLC | 2.15% | Reduce -33.7% | 234,606 | $15.5M |
| Public Sector Pension Investment Board | 0.08% | Reduce -1.1% | 225,956 | $14.9M |
| Mawer Investment Management Ltd. | 0.07% | Add +3.2% | 225,815 | $14.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +434.2% | 218,271 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.4% | 211,358 | $14.0M |
| Driehaus Capital Management LLC | 0.12% | New | 204,970 | $13.5M |
| Elgethun Capital Management | 3.01% | Add +0.2% | 194,116 | $12.8M |
| F/m Investments LLC | 0.39% | Reduce -0.4% | 189,869 | $12.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +65.2% | 183,115 | $12.1M |
| Phocas Financial Corp. | 1.30% | Reduce -5.9% | 174,307 | $11.5M |
| Panagora Asset Management Inc. | 0.05% | Add +0.9% | 165,723 | $10.9M |
| Orchard Capital Management, LLC | 3.71% | Reduce -11.9% | 165,081 | $10.8M |
| Alta Fox Capital Management, LLC | 5.30% | Reduce -54.5% | 157,154 | $10.4M |
| Two Sigma Investments, LP | 0.02% | Add +35.5% | 154,757 | $10.2M |
| Voloridge Investment Management, LLC | 0.04% | Add +5.8% | 146,483 | $9.7M |
| Foundry Partners, LLC | 0.43% | Add +59.3% | 131,458 | $8.7M |
| Grizzlyrock Capital, LLC | 7.28% | Reduce -31.4% | 127,953 | $8.4M |
| Two Sigma Advisers, LP | 0.02% | Add +19.8% | 124,800 | $8.2M |
| Moody Aldrich Partners LLC | 1.49% | Add +31.7% | 124,117 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Add +30.1% | 123,092 | $8.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -5.6% | 117,915 | $7.8M |
| Jupiter Asset Management Ltd. | 0.07% | Reduce -5.3% | 117,801 | $7.8M |
| Algert Global LLC | 0.20% | Add +41.2% | 113,484 | $7.5M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -27.4% | 96,703 | $6.4M |
| State of Wisconsin Investment Board | 0.02% | Add +1.6% | 92,054 | $6.1M |
| Rhumbline Advisers | 0.00% | Reduce -5.1% | 72,290 | $4.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -2.8% | 63,662 | $4.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 69,841 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.3% | 68,837 | $4.5M |
| Tudor Investment Corporation | 0.05% | Add +556.7% | 66,111 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -23.9% | 60,226 | $4.0M |
| Barclays PLC | 0.00% | Add +83.1% | 56,327 | $3.7M |
| Prudential Financial Inc. | 0.01% | Add +9.5% | 55,710 | $3.7M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.63% | Add +1.3% | 54,849 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +378.0% | 54,559 | $3.6M |
| Epoch Investment Partners, Inc. | 0.02% | Add +8.6% | 53,121 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -6.9% | 52,328 | $3.5M |
| Bank of America Corp. | 0.00% | Add +0.0% | 52,098 | $3.4M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 49,400 | $3.3M |
| Jane Street Group, LLC | 0.01% | Add +62.2% | 48,713 | $3.2M |
| NFJ Investment Group, LLC | 0.09% | Reduce -21.3% | 48,646 | $3.2M |
| Denali Advisors LLC | 0.34% | New | 48,370 | $3.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 42,069 | $3.1M |
| HRT Financial LP | 0.02% | Add +178.3% | 46,986 | $3.1M |
| Millennium Management | 0.00% | Reduce -7.8% | 45,430 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +65.5% | 44,047 | $2.9M |
| RMR Capital Management, LLC | 2.17% | No change | 38,617 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.0% | 38,096 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +8.7% | 38,106 | $2.5M |
| Vident Advisory, LLC | 0.06% | New | 36,543 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -31.4% | 35,304 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.2% | 32,783 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -10.4% | 31,692 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 30,380 | $2.0M |
| Lodestone Wealth Management LLC | 0.98% | Add +0.0% | 3,423 | $2.0M |
| Man Group plc | 0.01% | Reduce -7.2% | 29,680 | $2.0M |
| UBS Group AG | 0.00% | Reduce -8.1% | 29,579 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Add +6.7% | 29,475 | $1.9M |
| Seizert Capital Partners, LLC | 0.09% | Reduce -1.0% | 28,855 | $1.9M |
| Martingale Asset Management L P | 0.04% | Add +4.2% | 27,599 | $1.8M |
| Chou Associates Management Inc. | 1.17% | No change | 27,389 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.52% | Add +28.0% | 26,762 | $1.8M |
| Sei Investments Co. | 0.00% | Add +136.5% | 26,448 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.8% | 24,863 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.6% | 24,763 | $1.6M |
| Tealwood Asset Management Inc. | 0.70% | Reduce -0.3% | 24,028 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -4.0% | 23,898 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +384.6% | 23,572 | $1.6M |
| Sippican Capital Advisors | 1.02% | Reduce -0.5% | 22,170 | $1.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.09% | Reduce -47.5% | 21,000 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 20,746 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -21.6% | 20,503 | $1.4M |
| Credit Agricole S A | 0.01% | New | 20,403 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | New | 19,800 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.5% | 19,614 | $1.3M |
| Jump Financial, LLC | 0.03% | Add +6.8% | 19,352 | $1.3M |
| Boothbay Fund Management, LLC | 0.04% | Add +118.6% | 18,435 | $1.2M |
| CenterBook Partners LP | 0.07% | Add +115.2% | 17,946 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -81.5% | 17,196 | $1.1M |
| Emerald Mutual Fund Advisers Trust | 0.06% | No change | 16,572 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.1% | 16,549 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +36.1% | 16,351 | $1.1M |
| Pacific Ridge Capital Partners, LLC | 0.26% | Reduce -25.4% | 16,317 | $1.1M |
| Bokf, NA | 0.02% | Add +49.0% | 15,492 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 15,083 | $973K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,718 | $972K |
| Comerica Bank | 0.00% | Add +34.6% | 14,566 | $962K |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.6% | 14,424 | $952K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.8% | 14,273 | $942K |
| T. Rowe Price Associates Inc. | 0.00% | Add +46.7% | 14,214 | $939K |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.8% | 14,209 | $938K |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.6% | 13,858 | $915K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.7% | 13,759 | $908K |
| Wedge Capital Management L L P | 0.02% | New | 13,393 | $884K |
| Engineers Gate Manager LP | 0.02% | Reduce -52.0% | 13,305 | $878K |
| SummerHaven Investment Management, LLC | 0.53% | Reduce -11.1% | 13,090 | $864K |
| Royce & Associates LP | 0.01% | No change | 12,614 | $833K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.0% | 12,419 | $820K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.9% | 12,133 | $801K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.7% | 12,100 | $799K |
| Lazard Asset Management LLC | 0.00% | Add +8.1% | 11,943 | $786K |
| AlphaQuest LLC | 0.07% | Add +82.6% | 11,597 | $766K |
| Danske Bank A/S | 0.00% | New | 11,573 | $764K |
| Quantbot Technologies LP | 0.03% | Add +10.2% | 11,571 | $764K |
| Intech Investment Management LLC | 0.01% | Add +5.3% | 11,453 | $756K |
| Wells Fargo & Company | 0.00% | Add +1.9% | 11,016 | $727K |
| Tidal Investments LLC | 0.01% | New | 10,984 | $725K |
| Cynosure Group, LLC | 0.10% | Reduce -22.9% | 10,892 | $719K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 10,879 | $718K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -10.0% | 10,814 | $714K |
| Verition Fund Management LLC | 0.01% | Reduce -3.5% | 10,361 | $684K |
| Clear Harbor Asset Management, LLC | 0.06% | Add +0.3% | 10,354 | $683K |
| Trexquant Investment LP | 0.01% | Reduce -81.8% | 10,208 | $674K |
| Unison Advisors LLC | 0.08% | New | 10,200 | $673K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.0% | 9,770 | $645K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,407 | $621K |
| Sigma Planning Corp | 0.02% | Reduce -0.3% | 9,151 | $604K |
| US Bancorp \de | 0.00% | Add +39.5% | 8,896 | $587K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -4.3% | 8,434 | $557K |
| Csenge Advisory Group | 0.03% | Reduce -23.4% | 7,444 | $551K |
| Voya Investment Management LLC | 0.00% | Reduce -4.3% | 8,210 | $542K |
| Quadrature Capital Ltd | 0.01% | Reduce -49.9% | 8,167 | $539K |
| Diversified Trust Co. | 0.01% | Reduce -0.3% | 8,144 | $538K |
| Citadel Advisors | 0.00% | Reduce -91.7% | 8,140 | $537K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -16.0% | 7,970 | $526K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 7,879 | $520K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,653 | $505K |
| Stifel Financial Corp. | 0.00% | Reduce -20.1% | 7,612 | $502K |
| Raymond James & Associates | 0.00% | Reduce -22.2% | 7,554 | $499K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +1.0% | 7,493 | $495K |
| Amalgamated Bank | 0.00% | Reduce -3.9% | 7,451 | $492K |
| Quantedge Capital Pte Ltd | 0.15% | New | 7,400 | $488K |
| Allianz Asset Management GmbH | 0.00% | New | 7,300 | $482K |
| Arizona State Retirement System | 0.00% | Add +2.0% | 7,277 | $480K |
| Los Angeles Capital Management LLC | 0.00% | New | 7,214 | $476K |
| HSBC Holdings PLC | 0.00% | New | 7,112 | $473K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -42.5% | 7,072 | $467K |
| AQR Capital Management | 0.00% | Reduce -29.6% | 6,996 | $462K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.9% | 6,963 | $460K |
| Praxis Investment Management Inc. | 0.03% | No change | 6,750 | $446K |
| Osaic Holdings, Inc. | 0.00% | Add +268.1% | 6,560 | $433K |
| Squarepoint Ops LLC | 0.00% | Reduce -60.5% | 6,430 | $424K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,367 | $420K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +27.2% | 6,308 | $416K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +27.2% | 6,308 | $416K |
| HighTower Advisors, LLC | 0.00% | Add +7.0% | 6,032 | $397K |
| West Tower Group, LLC | 0.84% | Reduce -29.4% | 5,990 | $395K |
| Cetera Investment Advisers | 0.00% | Add +25.1% | 5,936 | $392K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.9% | 5,861 | $387K |
| Corsair Capital Management, L.P. | 0.09% | Reduce -40.8% | 5,797 | $383K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -23.6% | 5,571 | $368K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,646 | $365K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -70.2% | 5,388 | $356K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.9% | 5,339 | $352K |
| Handelsbanken Fonder AB | 0.00% | Add +17.8% | 5,300 | $350K |
| Alps Advisors Inc. | 0.00% | Reduce -22.5% | 5,273 | $348K |
| ProShare Advisors LLC | 0.00% | Add +31.0% | 5,242 | $346K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.1% | 5,065 | $334K |
| Venture Visionary Partners LLC | 0.01% | Reduce -13.8% | 5,000 | $330K |
| Royal Bank of Canada | 0.00% | Add +15.2% | 5,005 | $330K |
| Inspire Advisors, LLC | 0.04% | New | 4,935 | $326K |
| Aquatic Capital Management LLC | 0.01% | Add +380.0% | 4,800 | $317K |
| Atria Investments, Inc | 0.00% | Add +2.0% | 4,720 | $312K |
| Carmel Capital Partners, LLC | 0.12% | Reduce -2.5% | 4,708 | $311K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,574 | $302K |
| Amundi | 0.00% | Add +19.2% | 4,397 | $300K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 4,249 | $280K |
| USAdvisors Wealth Management, LLC | 0.10% | New | 485 | $275K |
| Entropy Technologies, LP | 0.03% | New | 4,149 | $274K |
| SageView Advisory Group, LLC | 0.01% | Reduce -48.1% | 4,134 | $273K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 4,000 | $264K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -9.6% | 3,757 | $248K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,049 | $225K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,354 | $221K |
| Centiva Capital, LP | 0.01% | Reduce -22.7% | 3,221 | $213K |
| SG Americas Securities, LLC | 0.00% | Reduce -57.5% | 3,211 | $212K |
| Schechter Investment Advisors, LLC | 0.02% | New | 3,180 | $210K |
| LMR Partners LLP | 0.01% | New | 3,122 | $206K |
| City State Bank | 0.07% | No change | 2,740 | $181K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,503 | $165K |
| South Dakota Investment Council | 0.00% | No change | 2,502 | $165K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 2,119 | $140K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -19.7% | 2,034 | $134K |
| Shell Asset Management Co. | 0.01% | — | 1,758 | $116K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,440 | $95K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 1,421 | $94K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $91K |
| nVerses Capital, LLC | 0.04% | New | 1,200 | $79K |
| KBC Group NV | 0.00% | No change | 972 | $64K |
| Disciplina Capital Management LLC | 0.01% | New | 948 | $63K |
| Federated Hermes, Inc. | 0.00% | Add +35.5% | 905 | $60K |
| First Community Trust NA | 0.05% | No change | 900 | $59K |
| Globeflex Capital L P | 0.01% | No change | 864 | $57K |
| USA Financial Formulas | 0.01% | New | 846 | $56K |
| Catalyst Funds Management Pty Ltd | 0.01% | Add +300.0% | 800 | $53K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 729 | $48K |
| Cwm, LLC | 0.00% | Add +20.9% | 601 | $40K |
| RMR Wealth Builders | 0.00% | Add +60.1% | 21,459 | $40K |
| Acadian Asset Management LLC | 0.00% | New | 531 | $35K |
| Point72 (DIFC) Ltd | 0.00% | New | 530 | $35K |
| Financial Management Professionals, Inc. | 0.00% | New | 438 | $29K |
| GAMMA Investing LLC | 0.00% | Reduce -2.4% | 413 | $27K |
| Quarry LP | 0.01% | Reduce -24.1% | 394 | $26K |
| Gladius Capital Management LP | 0.02% | Reduce -30.1% | 381 | $25K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.7% | 365 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 350 | $23K |
| Picton Mahoney Asset Management | 0.00% | Add +81.1% | 317 | $21K |
| LGT Financial Advisors LLC | 0.05% | No change | 293 | $19K |
| Promethos Capital, LLC | 0.01% | No change | 250 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 200 | $13K |
| Covestor Ltd | 0.01% | Reduce -23.4% | 173 | $11K |
| Simplex Trading, LLC | 0.00% | New | 167 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.9% | 137 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 133 | $9K |
| LRI Investments, LLC | 0.00% | No change | 83 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 82 | $5K |
| Sterling Capital Management LLC | 0.00% | — | 71 | $5K |
| UMB Bank, n.a. | 0.00% | Add +102.9% | 69 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 57 | $4K |
| Bessemer Group Inc. | 0.00% | New | 40 | $3K |
| Global Retirement Partners, LLC | 0.00% | Reduce -70.0% | 45 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 47 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 30 | $2K |
| Fifth Third Bancorp | 0.00% | Add +271.4% | 26 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 25 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 23 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -90.3% | 21 | $1K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 20 | $1K |
| Concord Wealth Partners | 0.00% | New | 17 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $199 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $132 |
| Mendota Financial Group, LLC | 0.00% | New | 1 | $67 |
| Huntington National Bank | 0.00% | No change | 1 | $66 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.