Pathward FinancialCASH
13F holders, Q1 2025 (March 31)251holders +6
32new positions
27sold out
4famous investors
$75.50avg. 13F price*
At the end of Q1 2025, 251 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 6 from Q4 2024. 32 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($252.2M), FMR LLC ($155.9M) and Vanguard Group Inc. ($128.0M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pathward Financial Inc.
- CUSIP
- 59100U108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $32.5M |
| Exits | 27 | $44.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,276,951 shares bought and 3,057,583 shares sold, net −1,780,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| BlackRock, Inc. | 0.01% | Reduce -3.0% | 3,457,465 | $252.2M |
| FMR LLC | 0.01% | Reduce -3.0% | 2,136,658 | $155.9M |
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 1,754,129 | $128.0M |
| State Street Corp. | 0.00% | Reduce -7.6% | 1,527,537 | $111.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -8.9% | 1,292,996 | $94.3M |
| Vinva Investment Management Ltd | 2.59% | Add +2.1% | 113,188 | $65.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 716,347 | $52.3M |
| American Century Companies Inc. | 0.03% | Add +6.7% | 686,423 | $50.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.9% | 450,470 | $32.9M |
| Morgan Stanley | 0.00% | Reduce -9.3% | 421,705 | $30.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.7% | 315,803 | $23.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.9% | 312,765 | $22.8M |
| Nuveen, LLC | 0.01% | — | 312,478 | $22.8M |
| Invesco Ltd. | 0.00% | Add +30.9% | 307,261 | $22.4M |
| Mawer Investment Management Ltd. | 0.10% | Add +11.1% | 287,644 | $21.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 267,096 | $19.5M |
| Driehaus Capital Management LLC | 0.17% | Reduce -0.4% | 247,299 | $18.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.8% | 235,005 | $17.1M |
| Two Sigma Investments, LP | 0.03% | Add +39.3% | 209,691 | $15.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 190,672 | $13.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -78.2% | 180,950 | $13.2M |
| Wellington Management Group LLP | 0.00% | New | 178,193 | $13.0M |
| Foundry Partners, LLC | 0.68% | Add +1.4% | 176,606 | $12.9M |
| Elgethun Capital Management | 2.84% | Add +4.5% | 173,959 | $12.7M |
| Panagora Asset Management Inc. | 0.06% | Add +0.2% | 164,681 | $12.0M |
| Phocas Financial Corp. | 1.83% | Reduce -5.5% | 163,341 | $11.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -7.0% | 156,946 | $11.4M |
| Jupiter Asset Management Ltd. | 0.11% | Add +54.7% | 155,269 | $11.3M |
| Two Sigma Advisers, LP | 0.02% | Add +8.3% | 141,200 | $10.3M |
| Moody Aldrich Partners LLC | 2.08% | Reduce -1.5% | 136,355 | $9.9M |
| Neumeier Poma Investment Counsel LLC | 1.04% | New | 132,680 | $9.7M |
| Millennium Management | 0.01% | Add +264.1% | 128,645 | $9.4M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -11.3% | 122,500 | $8.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.6% | 118,849 | $8.7M |
| Orchard Capital Management, LLC | 5.80% | Reduce -25.4% | 116,195 | $8.5M |
| Public Sector Pension Investment Board | 0.04% | Reduce -51.1% | 114,931 | $8.4M |
| Aptus Capital Advisors, LLC | 0.09% | Add +12.8% | 112,516 | $8.2M |
| Algert Global LLC | 0.19% | Reduce -10.7% | 102,647 | $7.5M |
| Kennedy Capital Management LLC | 0.17% | Add +290.6% | 100,417 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.2% | 95,225 | $6.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1023.9% | 78,437 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +23.3% | 74,310 | $5.4M |
| Bridgeway Capital Management, LLC | 0.13% | Reduce -16.9% | 72,401 | $5.3M |
| Rhumbline Advisers | 0.00% | Reduce -6.0% | 67,407 | $4.9M |
| UBS Group AG | 0.00% | Add +34.0% | 66,923 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -4.2% | 66,611 | $4.9M |
| F/m Investments LLC | 0.18% | Add +0.4% | 63,099 | $4.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -23.8% | 62,791 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 58,648 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.3% | 56,418 | $4.1M |
| Intech Investment Management LLC | 0.04% | Add +69.1% | 54,280 | $4.0M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.92% | Reduce -3.0% | 53,217 | $3.9M |
| Bank of America Corp. | 0.00% | Add +5.4% | 53,197 | $3.9M |
| HSBC Holdings PLC | 0.00% | Add +295.6% | 51,587 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 51,517 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Add +10.2% | 51,147 | $3.7M |
| First Trust Advisors LP | 0.00% | Reduce -13.1% | 50,642 | $3.7M |
| Denali Advisors LLC | 0.40% | No change | 48,370 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +193.6% | 47,172 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +12.8% | 47,031 | $3.4M |
| Swiss National Bank | 0.00% | Reduce -4.9% | 46,700 | $3.4M |
| Barclays PLC | 0.00% | Reduce -26.1% | 42,713 | $3.1M |
| Vident Advisory, LLC | 0.05% | Add +17.6% | 42,357 | $3.1M |
| Jane Street Group, LLC | 0.01% | Reduce -2.1% | 40,706 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -2.5% | 40,691 | $3.0M |
| RMR Capital Management, LLC | 2.03% | Reduce -0.1% | 38,588 | $2.8M |
| Informed Momentum Co LLC | 0.47% | Reduce -21.6% | 36,919 | $2.7M |
| Sei Investments Co. | 0.00% | Reduce -3.8% | 35,694 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.8% | 34,234 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +17.6% | 33,769 | $2.5M |
| HRT Financial LP | 0.02% | Add +37.9% | 33,559 | $2.4M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -39.5% | 33,272 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.5% | 32,679 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +74.4% | 32,526 | $2.4M |
| AXA S.A. | 0.01% | Add +1044.3% | 31,583 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +37.4% | 31,521 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.8% | 31,425 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +73.4% | 31,314 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -14.8% | 29,955 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -58.5% | 28,119 | $2.1M |
| Chou Associates Management Inc. | 1.10% | No change | 27,389 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +14.7% | 27,121 | $2.0M |
| Comerica Bank | 0.01% | Add +89.8% | 26,696 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Reduce -10.5% | 26,390 | $1.9M |
| XTX Topco Ltd | 0.09% | Add +99.3% | 24,846 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.16% | New | 24,500 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.6% | 24,392 | $1.8M |
| Tealwood Asset Management Inc. | 0.78% | Reduce -3.0% | 23,214 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 22,772 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -9.9% | 21,974 | $1.6M |
| Sippican Capital Advisors | 1.21% | Reduce -0.5% | 21,970 | $1.6M |
| Dark Forest Capital Management LP | 0.07% | New | 21,271 | $1.6M |
| Danske Bank A/S | 0.00% | Add +12.7% | 21,016 | $1.5M |
| Credit Agricole S A | 0.01% | No change | 20,403 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -86.2% | 20,314 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -8.6% | 20,164 | $1.5M |
| NFJ Investment Group, LLC | 0.05% | Reduce -56.9% | 20,010 | $1.5M |
| Man Group plc | 0.00% | Add +52.6% | 17,810 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -1.4% | 17,641 | $1.3M |
| Meeder Asset Management Inc. | 0.09% | New | 17,548 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.8% | 17,515 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 17,149 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.2% | 16,663 | $1.2M |
| Emerald Mutual Fund Advisers Trust | 0.09% | No change | 16,572 | $1.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.11% | No change | 16,500 | $1.2M |
| Pacific Ridge Capital Partners, LLC | 0.31% | Reduce -0.8% | 16,190 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,718 | $1.1M |
| Wedge Capital Management L L P | 0.02% | Add +16.3% | 14,523 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -68.1% | 14,521 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.2% | 14,502 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.8% | 14,413 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.9% | 14,010 | $1.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 13,972 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -0.3% | 13,536 | $987K |
| Royce & Associates LP | 0.01% | Reduce -18.9% | 13,475 | $983K |
| Bokf, NA | 0.02% | Reduce -2.8% | 13,394 | $977K |
| SummerHaven Investment Management, LLC | 0.68% | Add +1.4% | 13,271 | $968K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -6.8% | 13,213 | $963K |
| Corebridge Financial, Inc. | 0.01% | Reduce -5.7% | 12,613 | $920K |
| OP Asset Management Ltd | 0.01% | — | 12,085 | $882K |
| Lazard Asset Management LLC | 0.00% | Add +8.9% | 12,058 | $878K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -6.7% | 11,200 | $817K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.2% | 11,176 | $815K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 10,813 | $789K |
| Unison Advisors LLC | 0.09% | No change | 10,200 | $745K |
| Trexquant Investment LP | 0.01% | Reduce -19.8% | 10,146 | $740K |
| Sigma Planning Corp | 0.02% | Add +12.1% | 10,113 | $738K |
| Militia Capital Partners, LP | 0.59% | New | 10,000 | $730K |
| Clear Harbor Asset Management, LLC | 0.06% | Reduce -0.6% | 9,509 | $694K |
| Amundi | 0.00% | Reduce -21.6% | 9,888 | $689K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,407 | $687K |
| AQR Capital Management | 0.00% | Add +61.3% | 9,152 | $668K |
| Cynosure Group, LLC | 0.09% | Add +12.8% | 9,145 | $667K |
| Diversified Trust Co. | 0.02% | Add +1.9% | 9,097 | $664K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +36.3% | 9,085 | $663K |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.5% | 8,824 | $644K |
| Grizzlyrock Capital, LLC | 0.57% | Reduce -71.6% | 8,600 | $627K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 8,011 | $584K |
| Cetera Investment Advisers | 0.00% | Add +29.0% | 7,880 | $575K |
| SG Americas Securities, LLC | 0.00% | New | 7,843 | $572K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -9.3% | 7,800 | $569K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,653 | $558K |
| Cambria Investment Management, L.P. | 0.04% | Add +32.4% | 7,544 | $550K |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 7,402 | $540K |
| Los Angeles Capital Management LLC | 0.00% | No change | 7,214 | $526K |
| Csenge Advisory Group | 0.03% | Add +0.1% | 7,454 | $524K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -17.6% | 6,954 | $507K |
| Arizona State Retirement System | 0.00% | Reduce -4.9% | 6,898 | $503K |
| Amalgamated Bank | 0.00% | Reduce -5.6% | 6,846 | $499K |
| Voya Investment Management LLC | 0.00% | Reduce -11.7% | 6,676 | $487K |
| Quadrature Capital Ltd | 0.01% | Add +87.8% | 6,256 | $457K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -22.0% | 6,226 | $454K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,200 | $452K |
| AdvisorShares Investments LLC | 0.09% | No change | 6,040 | $447K |
| Jump Financial, LLC | 0.01% | Reduce -22.1% | 6,055 | $442K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -43.6% | 5,971 | $436K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.3% | 5,901 | $430K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.3% | 5,901 | $430K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,849 | $427K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.6% | 5,707 | $416K |
| Osaic Holdings, Inc. | 0.00% | Add +250.8% | 5,693 | $415K |
| ProShare Advisors LLC | 0.00% | Reduce -24.9% | 5,685 | $415K |
| Meritage Portfolio Management | 0.03% | Reduce -3.9% | 5,677 | $414K |
| Putney Financial Group LLC | 0.43% | Reduce -6.0% | 411,470 | $411K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +6.7% | 5,566 | $406K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,646 | $406K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -6.8% | 5,461 | $398K |
| Cibc World Markets Corp. | 0.00% | New | 5,364 | $391K |
| Squarepoint Ops LLC | 0.00% | Reduce -81.0% | 5,097 | $372K |
| Royal Bank of Canada | 0.00% | Add +21.2% | 5,057 | $369K |
| Venture Visionary Partners LLC | 0.02% | No change | 5,000 | $365K |
| Alps Advisors Inc. | 0.00% | Reduce -5.5% | 4,983 | $364K |
| iSAM Funds (UK) Ltd | 0.18% | New | 4,947 | $361K |
| HighTower Advisors, LLC | 0.00% | Add +3.7% | 4,906 | $358K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +37.0% | 607 | $350K |
| MML Investors Services, LLC | 0.00% | New | 4,793 | $350K |
| Wedbush Securities Inc. | 0.01% | New | 4,382 | $320K |
| US Bancorp \de | 0.00% | Reduce -1.1% | 4,215 | $307K |
| Marshall Wace, LLP | 0.00% | New | 4,185 | $305K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 4,302 | $299K |
| Engineers Gate Manager LP | 0.01% | Reduce -64.5% | 4,051 | $296K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,000 | $292K |
| Xponance LLC | 0.00% | Reduce -6.3% | 3,903 | $285K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -44.4% | 3,772 | $275K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,644 | $266K |
| Bank of Montreal | 0.00% | Add +28.2% | 3,511 | $256K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 3,503 | $256K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -7.7% | 3,473 | $253K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.5% | 3,300 | $241K |
| First Citizens Bank & Trust Co. | 0.01% | New | 3,238 | $236K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,217 | $235K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 3,180 | $232K |
| Atria Investments, Inc | 0.00% | Reduce -7.1% | 3,115 | $227K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.8% | 3,079 | $225K |
| Two Sigma Securities, LLC | 0.03% | Reduce -35.0% | 3,037 | $222K |
| Altfest L J & Co. Inc. | 0.03% | No change | 3,014 | $220K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,003 | $219K |
| South Dakota Investment Council | 0.00% | No change | 2,502 | $183K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,503 | $183K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 2,110 | $154K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,034 | $148K |
| Shell Asset Management Co. | 0.01% | Reduce -4.0% | 1,687 | $123K |
| Vestcor Inc | 0.00% | New | 1,690 | $123K |
| City State Bank | 0.04% | No change | 1,670 | $122K |
| KBC Group NV | 0.00% | No change | 1,417 | $103K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $100K |
| First Community Trust NA | 0.06% | No change | 900 | $66K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -39.7% | 870 | $63K |
| Globeflex Capital L P | 0.01% | No change | 864 | $63K |
| Federated Hermes, Inc. | 0.00% | Add +12.4% | 854 | $62K |
| Cwm, LLC | 0.00% | Add +15.9% | 767 | $56K |
| GAMMA Investing LLC | 0.00% | Add +24.4% | 628 | $46K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.6% | 520 | $38K |
| Opal Wealth Advisors, LLC | 0.01% | New | 486 | $35K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 422 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 350 | $26K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -7.8% | 321 | $23K |
| Sterling Capital Management LLC | 0.00% | Reduce -47.7% | 307 | $22K |
| Coldstream Capital Management Inc. | 0.00% | New | 284 | $21K |
| Promethos Capital, LLC | 0.01% | No change | 250 | $18K |
| Farther Finance Advisors, LLC | 0.00% | New | 196 | $14K |
| Covestor Ltd | 0.01% | Reduce -7.5% | 172 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 150 | $11K |
| Fifth Third Bancorp | 0.00% | Add +311.5% | 107 | $8K |
| UMB Bank, n.a. | 0.00% | Add +27.5% | 88 | $6K |
| LRI Investments, LLC | 0.00% | No change | 83 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 82 | $6K |
| SVB Wealth LLC | 0.00% | New | 70 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 57 | $4K |
| Creative Financial Designs Inc. | 0.00% | New | 53 | $4K |
| TD Private Client Wealth LLC | 0.00% | New | 48 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 47 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +84.0% | 46 | $3K |
| Assetmark, Inc. | 0.00% | No change | 43 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -54.9% | 46 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 37 | $3K |
| Rothschild Investment LLC | 0.00% | Add +75.0% | 35 | $3K |
| Brooklyn Investment Group | 0.00% | New | 28 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -51.8% | 27 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 23 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 21 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 18 | $1K |
| True Wealth Design, LLC | 0.00% | New | 17 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -90.8% | 12 | $875 |
| SBI Securities Co., Ltd. | 0.00% | New | 4 | $292 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $219 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $146 |
| Huntington National Bank | 0.00% | No change | 1 | $73 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.9% | 1 | $73 |
| Hantz Financial Services, Inc. | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.