Pathward FinancialCASH
13F holders, Q2 2025 (June 30)272holders +21
45new positions
22sold out
4famous investors
$85.68avg. 13F price*
At the end of Q2 2025, 272 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 21 from Q1 2025. 45 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($267.5M), FMR LLC ($171.7M) and Vanguard Group Inc. ($145.8M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $54.9M |
| Exits | 22 | $10.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,333,120 shares bought and 1,672,300 shares sold, net −339,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| BlackRock, Inc. | 0.01% | Reduce -2.2% | 3,380,355 | $267.5M |
| FMR LLC | 0.01% | Add +1.6% | 2,170,249 | $171.7M |
| Vanguard Group Inc. | 0.00% | Add +5.1% | 1,843,215 | $145.8M |
| State Street Corp. | 0.00% | Reduce -7.7% | 1,410,283 | $111.6M |
| Vinva Investment Management Ltd | 2.90% | Add +34.3% | 152,023 | $111.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -9.2% | 1,174,424 | $92.9M |
| American Century Companies Inc. | 0.03% | Add +5.8% | 726,051 | $57.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.3% | 699,801 | $55.4M |
| Morgan Stanley | 0.00% | Add +14.0% | 480,855 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 437,902 | $34.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.0% | 325,178 | $25.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.6% | 294,993 | $23.3M |
| Nuveen, LLC | 0.01% | Reduce -8.1% | 287,114 | $22.7M |
| Invesco Ltd. | 0.00% | Reduce -14.9% | 261,551 | $20.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 255,825 | $20.2M |
| Mawer Investment Management Ltd. | 0.10% | Reduce -11.3% | 254,995 | $20.2M |
| Driehaus Capital Management LLC | 0.16% | Reduce -0.6% | 245,761 | $19.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -10.9% | 209,369 | $17.3M |
| Neumeier Poma Investment Counsel LLC | 1.59% | Add +62.1% | 215,135 | $17.0M |
| Two Sigma Investments, LP | 0.03% | Reduce -10.5% | 187,763 | $14.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 186,387 | $14.7M |
| Wellington Management Group LLP | 0.00% | Add +0.0% | 178,198 | $14.1M |
| Elgethun Capital Management | 2.79% | Add +0.7% | 175,215 | $13.9M |
| Panagora Asset Management Inc. | 0.06% | Add +0.9% | 166,137 | $13.1M |
| Jupiter Asset Management Ltd. | 0.11% | Add +5.5% | 163,769 | $13.0M |
| Phocas Financial Corp. | 1.86% | Add +0.0% | 163,365 | $12.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +2.2% | 160,369 | $12.7M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 8.05% | New | 15,485 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.7% | 148,959 | $11.8M |
| Principal Financial Group Inc. | 0.01% | Add +22.1% | 145,162 | $11.5M |
| Moody Aldrich Partners LLC | 2.06% | Reduce -1.5% | 134,307 | $10.6M |
| Clearbridge Investments, LLC | 0.01% | New | 126,987 | $10.0M |
| Aptus Capital Advisors, LLC | 0.10% | Add +9.8% | 123,495 | $9.8M |
| Two Sigma Advisers, LP | 0.02% | Reduce -14.3% | 121,000 | $9.6M |
| Algert Global LLC | 0.19% | Add +11.1% | 114,062 | $9.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +36.7% | 107,216 | $8.7M |
| CSM Advisors, LLC | 0.25% | New | 106,955 | $8.5M |
| Kennedy Capital Management LLC | 0.18% | Reduce -2.7% | 97,713 | $7.7M |
| First Trust Advisors LP | 0.01% | Add +87.7% | 95,055 | $7.5M |
| Public Sector Pension Investment Board | 0.03% | Reduce -17.9% | 94,370 | $7.5M |
| Intech Investment Management LLC | 0.07% | Add +72.9% | 93,857 | $7.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.5% | 90,920 | $7.2M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -32.7% | 82,425 | $6.5M |
| Bank of America Corp. | 0.00% | Add +33.5% | 71,014 | $5.6M |
| Prudential Financial Inc. | 0.01% | Reduce -6.8% | 69,290 | $5.5M |
| Legal & General Group Plc | 0.00% | Add +2.9% | 68,549 | $5.4M |
| Rhumbline Advisers | 0.00% | Reduce -2.0% | 66,070 | $5.2M |
| Bridgeway Capital Management, LLC | 0.12% | Reduce -11.1% | 64,401 | $5.1M |
| Boothbay Fund Management, LLC | 0.16% | New | 63,530 | $5.0M |
| F/m Investments LLC | 0.18% | Add +0.5% | 63,408 | $5.0M |
| Victory Capital Management Inc. | 0.00% | Add +54.3% | 62,781 | $5.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -6.1% | 58,953 | $4.7M |
| Barclays PLC | 0.00% | Add +36.9% | 58,479 | $4.6M |
| UBS Group AG | 0.00% | Reduce -12.7% | 58,399 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.8% | 56,448 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 55,346 | $4.4M |
| Comerica Bank | 0.02% | Add +101.1% | 53,690 | $4.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.20% | Reduce -1.0% | 52,684 | $4.2M |
| Meeder Asset Management Inc. | 0.26% | Add +199.9% | 52,626 | $4.2M |
| Denali Advisors LLC | 0.40% | No change | 48,370 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Add +1.7% | 47,987 | $3.8M |
| Swiss National Bank | 0.00% | Reduce -2.6% | 45,500 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -11.9% | 45,366 | $3.6M |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 45,250 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +30.6% | 44,103 | $3.5M |
| Vident Advisory, LLC | 0.04% | Add +2.9% | 43,567 | $3.4M |
| RMR Capital Management, LLC | 2.27% | Add +3.9% | 40,091 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.8% | 34,392 | $2.7M |
| Epoch Investment Partners, Inc. | 0.01% | No change | 33,272 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -4.2% | 32,809 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +7.5% | 32,205 | $2.5M |
| AXA S.A. | 0.01% | No change | 31,583 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +519.9% | 31,347 | $2.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.7% | 31,216 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.9% | 30,737 | $2.4M |
| Dark Forest Capital Management LP | 0.10% | Add +44.3% | 30,692 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +46.9% | 29,617 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +5.0% | 28,475 | $2.3M |
| HRT Financial LP | 0.01% | Reduce -16.8% | 27,928 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -45.6% | 27,807 | $2.2M |
| Chou Associates Management Inc. | 1.19% | No change | 27,389 | $2.2M |
| PMC FIG Opportunities LLC | 3.21% | New | 27,231 | $2.2M |
| Millennium Management | 0.00% | Reduce -79.1% | 26,832 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.6% | 26,229 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.8% | 25,084 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -39.9% | 24,485 | $1.9M |
| Tealwood Asset Management Inc. | 0.81% | Reduce -0.7% | 23,042 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +1.0% | 22,993 | $1.8M |
| Sippican Capital Advisors | 1.26% | Add +0.1% | 21,995 | $1.7M |
| Van Hulzen Asset Management, LLC | 0.14% | Reduce -11.7% | 21,629 | $1.7M |
| AlphaQuest LLC | 0.16% | New | 20,119 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | New | 19,986 | $1.6M |
| NFJ Investment Group, LLC | 0.05% | Reduce -0.6% | 19,886 | $1.6M |
| Orchard Capital Management, LLC | 1.73% | Reduce -83.0% | 19,766 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -46.0% | 19,290 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -39.0% | 19,218 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.8% | 18,789 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -15.8% | 18,493 | $1.5M |
| Glenmede Investment Management, LP | 0.01% | — | 17,488 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.1% | 17,323 | $1.4M |
| Man Group plc | 0.00% | Reduce -3.6% | 17,171 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | No change | 17,149 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 16,763 | $1.3M |
| Emerald Mutual Fund Advisers Trust | 0.08% | No change | 16,572 | $1.3M |
| Pacific Ridge Capital Partners, LLC | 0.31% | No change | 16,190 | $1.3M |
| Militia Capital Partners, LP | 0.60% | Add +60.0% | 16,000 | $1.3M |
| Nomura Holdings Inc. | 0.01% | New | 15,919 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 15,750 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +305.5% | 14,205 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 14,010 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Add +6.1% | 14,022 | $1.1M |
| Wedge Capital Management L L P | 0.02% | Reduce -4.9% | 13,815 | $1.1M |
| SummerHaven Investment Management, LLC | 0.70% | Add +1.5% | 13,468 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -3.8% | 13,017 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.6% | 12,886 | $1.0M |
| XTX Topco Ltd | 0.04% | Reduce -49.4% | 12,573 | $995K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,381 | $980K |
| Wells Fargo & Company | 0.00% | Reduce -11.6% | 12,349 | $977K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.9% | 12,337 | $976K |
| Citadel Advisors | 0.00% | Reduce -56.1% | 12,332 | $976K |
| Amundi | 0.00% | Add +18.8% | 11,745 | $970K |
| Bokf, NA | 0.02% | Reduce -8.6% | 12,242 | $969K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.3% | 11,882 | $940K |
| Danske Bank A/S | 0.00% | Reduce -43.7% | 11,839 | $937K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -19.7% | 11,818 | $935K |
| Engineers Gate Manager LP | 0.01% | Add +182.0% | 11,424 | $904K |
| Teacher Retirement System of Texas | 0.00% | Reduce -21.6% | 11,383 | $901K |
| Lazard Asset Management LLC | 0.00% | Reduce -6.2% | 11,316 | $893K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +47.4% | 11,277 | $892K |
| AQR Capital Management | 0.00% | Add +21.1% | 11,087 | $877K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.8% | 11,000 | $870K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.0% | 10,812 | $855K |
| OP Asset Management Ltd | 0.01% | Reduce -10.8% | 10,776 | $853K |
| Lombard Odier Asset Management (Europe) Ltd | 0.07% | Reduce -36.4% | 10,500 | $831K |
| Unison Advisors LLC | 0.09% | No change | 10,200 | $808K |
| Voya Investment Management LLC | 0.00% | Add +52.7% | 10,192 | $806K |
| Sigma Planning Corp | 0.02% | Add +0.0% | 10,114 | $800K |
| Horizon Investments, LLC | 0.01% | New | 10,077 | $797K |
| Royce & Associates LP | 0.01% | Reduce -27.4% | 9,776 | $773K |
| Cynosure Group, LLC | 0.09% | Add +5.6% | 9,657 | $764K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +4.8% | 9,523 | $753K |
| Persistent Asset Partners Ltd | 0.65% | New | 9,389 | $743K |
| Quantbot Technologies LP | 0.02% | New | 9,347 | $740K |
| Los Angeles Capital Management LLC | 0.00% | Add +28.0% | 9,236 | $731K |
| Diversified Trust Co. | 0.02% | Add +1.1% | 9,200 | $728K |
| Verition Fund Management LLC | 0.00% | Reduce -72.7% | 8,878 | $702K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.2% | 8,807 | $697K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -8.0% | 8,655 | $685K |
| Nantahala Capital Management, LLC | 0.05% | New | 8,341 | $660K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +3.8% | 8,317 | $658K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,800 | $617K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -0.4% | 7,512 | $594K |
| Csenge Advisory Group | 0.03% | No change | 7,454 | $582K |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 7,224 | $572K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +12.2% | 6,984 | $553K |
| Arizona State Retirement System | 0.00% | Add +0.9% | 6,958 | $551K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,954 | $550K |
| Cetera Investment Advisers | 0.00% | Reduce -12.6% | 6,885 | $545K |
| Amalgamated Bank | 0.00% | Reduce -1.3% | 6,757 | $535K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +124.6% | 6,744 | $534K |
| Clear Harbor Asset Management, LLC | 0.04% | Reduce -31.1% | 6,547 | $518K |
| MML Investors Services, LLC | 0.00% | Add +36.4% | 6,538 | $517K |
| First Citizens Bank & Trust Co. | 0.01% | Add +101.5% | 6,523 | $516K |
| Raymond James Financial Inc. | 0.00% | New | 6,265 | $496K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,200 | $491K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +6.0% | 6,049 | $479K |
| Meritage Portfolio Management | 0.03% | Add +6.3% | 6,032 | $477K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,971 | $472K |
| USAdvisors Wealth Management, LLC | 0.17% | Add +4.0% | 631 | $466K |
| Osaic Holdings, Inc. | 0.00% | Add +2.3% | 5,826 | $461K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,646 | $454K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 5,566 | $440K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.8% | 5,361 | $424K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -10.3% | 5,291 | $419K |
| Simplex Trading, LLC | 0.01% | New | 5,270 | $416K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 5,252 | $416K |
| ProShare Advisors LLC | 0.00% | Reduce -7.7% | 5,249 | $415K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -10.7% | 5,223 | $413K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,189 | $411K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 5,044 | $399K |
| Venture Visionary Partners LLC | 0.01% | No change | 5,000 | $396K |
| Tidal Investments LLC | 0.00% | New | 4,934 | $390K |
| Aquatic Capital Management LLC | 0.01% | New | 4,923 | $390K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 4,736 | $375K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 4,720 | $373K |
| SG Americas Securities, LLC | 0.00% | Reduce -42.0% | 4,551 | $360K |
| US Bancorp \de | 0.00% | Add +1.7% | 4,288 | $339K |
| Balyasny Asset Management L.P. | 0.00% | New | 4,056 | $321K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,000 | $316K |
| Inspire Advisors, LLC | 0.03% | New | 3,928 | $311K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +344.6% | 3,868 | $306K |
| Versor Investments LP | 0.05% | New | 3,700 | $293K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.2% | 3,600 | $285K |
| Bank of Montreal | 0.00% | Add +1.2% | 3,552 | $281K |
| Sheets Smith Wealth Management | 0.03% | New | 3,490 | $276K |
| Wedbush Securities Inc. | 0.01% | Reduce -20.8% | 3,470 | $275K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.1% | 3,445 | $273K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.9% | 3,394 | $269K |
| Arax Advisory Partners | 0.01% | New | 3,264 | $258K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.9% | 3,262 | $258K |
| Koshinski Asset Management, Inc. | 0.02% | New | 3,261 | $258K |
| Atria Investments, Inc | 0.00% | Add +2.1% | 3,180 | $252K |
| Squarepoint Ops LLC | 0.00% | Reduce -38.1% | 3,154 | $250K |
| Inceptionr LLC | 0.06% | New | 3,151 | $249K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.9% | 3,026 | $239K |
| Altfest L J & Co. Inc. | 0.03% | No change | 3,014 | $238K |
| HSBC Holdings PLC | 0.00% | Reduce -94.2% | 2,992 | $237K |
| Corton Capital Inc. | 0.27% | New | 2,929 | $232K |
| Cibc World Markets Corp. | 0.00% | Reduce -46.0% | 2,897 | $229K |
| &partners | 0.00% | New | 2,859 | $226K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,815 | $223K |
| Profund Advisors LLC | 0.01% | New | 2,653 | $210K |
| Matthew Goff Investment Advisor, LLC | 0.04% | New | 278 | $205K |
| Neuberger Berman Group LLC | 0.00% | New | 2,571 | $203K |
| South Dakota Investment Council | 0.00% | No change | 2,502 | $198K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.1% | 2,401 | $190K |
| Nisa Investment Advisors, LLC | 0.00% | Add +8.4% | 2,204 | $174K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.2% | 2,063 | $163K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 1,955 | $155K |
| Vestcor Inc | 0.00% | No change | 1,690 | $134K |
| City State Bank | 0.04% | No change | 1,670 | $132K |
| Shell Asset Management Co. | 0.00% | Reduce -9.7% | 1,524 | $121K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $109K |
| KBC Group NV | 0.00% | Reduce -30.6% | 984 | $78K |
| Federated Hermes, Inc. | 0.00% | Add +8.9% | 930 | $74K |
| First Community Trust NA | 0.06% | No change | 900 | $71K |
| Globeflex Capital L P | 0.01% | No change | 864 | $68K |
| Cwm, LLC | 0.00% | Add +1.2% | 776 | $61K |
| GAMMA Investing LLC | 0.00% | Add +5.4% | 662 | $52K |
| State of Wyoming | 0.01% | New | 582 | $46K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -12.3% | 456 | $37K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -5.3% | 460 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +43200.0% | 433 | $34K |
| Maseco LLP | 0.00% | — | 389 | $31K |
| Hughes Financial Services, LLC | 0.01% | New | 400 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 350 | $28K |
| Bessemer Group Inc. | 0.00% | Add +647.8% | 344 | $27K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 281 | $22K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -15.6% | 271 | $21K |
| Larson Financial Group LLC | 0.00% | Add +9000.0% | 182 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.8% | 171 | $14K |
| Lido Advisors, LLC | 0.00% | New | 165 | $13K |
| Covestor Ltd | 0.01% | Reduce -10.5% | 154 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 150 | $12K |
| Principal Securities, Inc. | 0.00% | Add +604.8% | 148 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +54.9% | 127 | $10K |
| UMB Bank, n.a. | 0.00% | Add +23.9% | 109 | $9K |
| LRI Investments, LLC | 0.00% | No change | 83 | $7K |
| Fifth Third Bancorp | 0.00% | Reduce -29.0% | 76 | $6K |
| Quarry LP | 0.00% | New | 64 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $5K |
| Brooklyn Investment Group | 0.00% | Add +114.3% | 60 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -81.4% | 57 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +1050.0% | 46 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -14.0% | 49 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 47 | $4K |
| Rothschild Investment LLC | 0.00% | Add +28.6% | 45 | $4K |
| Assetmark, Inc. | 0.00% | No change | 43 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 37 | $3K |
| Jones Financial Companies LLLP | 0.00% | Reduce -34.8% | 30 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 31 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -49.1% | 27 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 18 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 18 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 17 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +275.0% | 15 | $1K |
| Advisors Asset Management, Inc. | 0.00% | New | 11 | $870 |
| MAI Capital Management | 0.00% | New | 9 | $713 |
| Global Retirement Partners, LLC | 0.00% | — | 4 | $316 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $238 |
| Huntington National Bank | 0.00% | No change | 1 | $79 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.