Pathward FinancialCASH
13F holders, Q3 2025 (September 30)264holders −8
27new positions
37sold out
4famous investors
$81.83avg. 13F price*
At the end of Q3 2025, 264 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, down 8 from Q2 2025. 27 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($245.0M), FMR LLC ($153.5M) and Vinva Investment Management Ltd ($140.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $15.4M |
| Exits | 37 | $35.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,546,037 shares bought and 1,680,005 shares sold, net −133,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 3,309,943 | $245.0M |
| FMR LLC | 0.01% | Reduce -4.4% | 2,073,943 | $153.5M |
| Vinva Investment Management Ltd | 2.74% | Add +24.2% | 188,804 | $140.4M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 1,857,345 | $137.5M |
| State Street Corp. | 0.00% | Reduce -1.3% | 1,391,656 | $103.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.1% | 1,138,033 | $84.2M |
| American Century Companies Inc. | 0.04% | Add +44.6% | 1,049,836 | $77.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 699,452 | $51.8M |
| Morgan Stanley | 0.00% | Reduce -7.7% | 444,016 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 392,790 | $29.1M |
| Neumeier Poma Investment Counsel LLC | 2.11% | Add +62.0% | 348,590 | $25.8M |
| Mawer Investment Management Ltd. | 0.13% | Add +35.7% | 346,061 | $25.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.3% | 285,330 | $21.1M |
| Northern Trust Corp. | 0.00% | Add +6.2% | 271,606 | $20.1M |
| Nuveen, LLC | 0.00% | Reduce -14.2% | 246,498 | $18.2M |
| Invesco Ltd. | 0.00% | Reduce -19.8% | 209,671 | $15.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.4% | 200,351 | $14.8M |
| Elgethun Capital Management | 2.63% | Add +12.6% | 197,231 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.1% | 189,322 | $14.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +17.4% | 188,190 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 179,127 | $13.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -4.8% | 178,712 | $13.2M |
| Wellington Management Group LLP | 0.00% | Reduce -1.9% | 174,869 | $12.9M |
| Panagora Asset Management Inc. | 0.05% | Add +0.5% | 166,881 | $12.4M |
| Phocas Financial Corp. | 1.60% | Add +2.1% | 166,760 | $12.3M |
| Clearbridge Investments, LLC | 0.01% | Add +24.0% | 157,422 | $11.7M |
| Deutsche Bank AG | 0.00% | Add +422.7% | 154,820 | $11.5M |
| Aptus Capital Advisors, LLC | 0.10% | Add +15.2% | 142,215 | $10.5M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 6.69% | Add +1.6% | 15,726 | $10.1M |
| Driehaus Capital Management LLC | 0.07% | Reduce -45.5% | 133,930 | $9.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +24.3% | 133,227 | $9.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -39.0% | 127,708 | $9.5M |
| Two Sigma Advisers, LP | 0.02% | Add +3.6% | 125,400 | $9.3M |
| CSM Advisors, LLC | 0.24% | Add +10.0% | 117,612 | $8.7M |
| Moody Aldrich Partners LLC | 1.57% | Reduce -16.9% | 111,573 | $8.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -23.5% | 111,046 | $8.2M |
| Kennedy Capital Management LLC | 0.16% | Add +0.4% | 98,135 | $7.3M |
| D. E. Shaw & Co. | 0.01% | Add +57.8% | 93,003 | $6.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.2% | 90,752 | $6.7M |
| Public Sector Pension Investment Board | 0.02% | Reduce -5.1% | 89,517 | $6.6M |
| First Trust Advisors LP | 0.00% | Reduce -13.9% | 81,883 | $6.1M |
| UBS Group AG | 0.00% | Add +36.2% | 79,541 | $5.9M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -4.2% | 79,005 | $5.8M |
| Intech Investment Management LLC | 0.05% | Reduce -17.4% | 77,540 | $5.7M |
| Bank of America Corp. | 0.00% | Add +7.5% | 76,346 | $5.7M |
| Jupiter Asset Management Ltd. | 0.05% | Reduce -54.4% | 74,763 | $5.5M |
| Millennium Management | 0.00% | Add +170.5% | 72,590 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +181.2% | 68,857 | $5.1M |
| Legal & General Group Plc | 0.00% | Reduce -5.1% | 65,052 | $4.8M |
| Algert Global LLC | 0.08% | Reduce -43.1% | 64,895 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -1.9% | 64,787 | $4.8M |
| Assenagon Asset Management S.A. | 0.01% | New | 64,360 | $4.8M |
| F/m Investments LLC | 0.18% | Reduce -0.5% | 63,096 | $4.7M |
| Comerica Bank | 0.02% | Add +17.0% | 62,822 | $4.6M |
| BNP Paribas Financial Markets | 0.00% | Add +38.3% | 61,010 | $4.5M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.7% | 54,339 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 52,674 | $3.9M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.74% | Reduce -0.2% | 52,576 | $3.9M |
| Denali Advisors LLC | 0.40% | No change | 48,370 | $3.6M |
| Swiss National Bank | 0.00% | Add +1.8% | 46,300 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 45,727 | $3.4M |
| Guardian Wealth Management, Inc. | 1.77% | New | 40,545 | $3.0M |
| Man Group plc | 0.01% | Add +132.8% | 39,973 | $3.0M |
| Verition Fund Management LLC | 0.02% | Add +332.4% | 38,388 | $2.8M |
| RMR Capital Management, LLC | 1.97% | Reduce -4.8% | 38,169 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +159.0% | 36,795 | $2.7M |
| Barclays PLC | 0.00% | Reduce -37.3% | 36,651 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 35,897 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.5% | 35,251 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.0% | 34,148 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -25.3% | 33,901 | $2.5M |
| Epoch Investment Partners, Inc. | 0.01% | No change | 33,272 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.9% | 32,497 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +14.1% | 32,478 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | New | 31,833 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 31,329 | $2.3M |
| New York State Common Retirement Fund | 0.00% | No change | 31,216 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +21.6% | 30,495 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.2% | 30,371 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 28,107 | $2.1M |
| Chou Associates Management Inc. | 0.98% | No change | 27,389 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.6% | 26,078 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +210.0% | 25,786 | $1.9M |
| Federated Hermes, Inc. | 0.00% | Add +2640.8% | 25,489 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -63.7% | 25,180 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +50.8% | 23,756 | $1.8M |
| Voya Investment Management LLC | 0.00% | Add +131.9% | 23,638 | $1.7M |
| Quantbot Technologies LP | 0.05% | Add +150.9% | 23,448 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 22,994 | $1.7M |
| Sippican Capital Advisors | 1.05% | Reduce -2.4% | 21,470 | $1.6M |
| Tealwood Asset Management Inc. | 0.64% | Reduce -7.4% | 21,332 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.12% | Reduce -3.1% | 20,965 | $1.6M |
| Citadel Advisors | 0.00% | Add +69.5% | 20,906 | $1.5M |
| Credit Agricole S A | 0.01% | — | 20,403 | $1.5M |
| Orchard Capital Management, LLC | 1.99% | Add +2.9% | 20,331 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 20,193 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +68.3% | 19,230 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 19,218 | $1.4M |
| HRT Financial LP | 0.01% | Reduce -33.5% | 18,570 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +488.4% | 18,557 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.05% | No change | 18,493 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | Reduce -7.1% | 18,474 | $1.4M |
| Emerald Mutual Fund Advisers Trust | 0.06% | No change | 16,572 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.4% | 16,560 | $1.2M |
| Pacific Ridge Capital Partners, LLC | 0.26% | No change | 16,190 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -17.8% | 15,855 | $1.2M |
| Militia Capital Partners, LP | 0.52% | Reduce -6.3% | 15,000 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +20.3% | 14,853 | $1.1M |
| Glenmede Investment Management, LP | 0.01% | Reduce -16.5% | 14,607 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +14.9% | 14,225 | $1.1M |
| Wedge Capital Management L L P | 0.02% | Add +2.6% | 14,176 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | No change | 14,010 | $1.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -19.2% | 13,849 | $1.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -31.1% | 13,769 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +202.2% | 13,754 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -78.2% | 13,714 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.3% | 12,985 | $961K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.4% | 12,835 | $950K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -10.9% | 12,498 | $924K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -26.5% | 12,316 | $912K |
| MML Investors Services, LLC | 0.00% | Add +88.2% | 12,302 | $910K |
| Bokf, NA | 0.01% | Reduce -0.2% | 12,220 | $904K |
| Voleon Capital Management LP | 0.02% | New | 11,944 | $884K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.3% | 11,237 | $832K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.0% | 11,207 | $829K |
| AlphaQuest LLC | 0.05% | Reduce -44.5% | 11,155 | $826K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.4% | 11,119 | $823K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.6% | 11,004 | $814K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.0% | 10,811 | $800K |
| Marshall Wace, LLP | 0.00% | New | 10,688 | $791K |
| Teacher Retirement System of Texas | 0.00% | Reduce -6.8% | 10,607 | $785K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.6% | 10,600 | $785K |
| AQR Capital Management | 0.00% | Reduce -6.2% | 10,405 | $770K |
| Unison Advisors LLC | 0.07% | No change | 10,200 | $755K |
| SummerHaven Investment Management, LLC | 0.44% | Reduce -24.6% | 10,151 | $751K |
| Sigma Planning Corp | 0.02% | Reduce -1.4% | 9,976 | $738K |
| Los Angeles Capital Management LLC | 0.00% | Add +6.5% | 9,832 | $728K |
| Diversified Trust Co. | 0.01% | Add +6.5% | 9,798 | $725K |
| Cynosure Group, LLC | 0.08% | No change | 9,657 | $715K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +0.2% | 9,545 | $706K |
| Cambria Investment Management, L.P. | 0.04% | Add +20.7% | 9,068 | $671K |
| KLP Kapitalforvaltning As | 0.00% | Add +9.0% | 8,500 | $629K |
| Gator Capital Management, LLC | 0.16% | New | 8,369 | $619K |
| Danske Bank A/S | 0.00% | Reduce -29.4% | 8,357 | $619K |
| Nantahala Capital Management, LLC | 0.04% | No change | 8,341 | $617K |
| Raymond James Financial Inc. | 0.00% | Add +14.4% | 7,170 | $531K |
| Yousif Capital Management, LLC | 0.01% | Reduce -19.4% | 7,103 | $526K |
| Arizona State Retirement System | 0.00% | Add +1.3% | 7,045 | $521K |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 7,036 | $521K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,984 | $517K |
| Csenge Advisory Group | 0.02% | Reduce -6.6% | 6,959 | $515K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -20.3% | 6,902 | $511K |
| Amalgamated Bank | 0.00% | Reduce -2.3% | 6,599 | $488K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.1% | 6,528 | $483K |
| USAdvisors Wealth Management, LLC | 0.17% | Add +4.3% | 658 | $483K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +17.1% | 6,517 | $482K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.5% | 6,441 | $477K |
| Balyasny Asset Management L.P. | 0.00% | Add +57.3% | 6,379 | $472K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,200 | $459K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,971 | $442K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.4% | 5,846 | $433K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 5,650 | $426K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,646 | $421K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,650 | $418K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.3% | 5,220 | $386K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.7% | 5,161 | $382K |
| Polymer Capital Management (US) LLC | 0.05% | New | 5,007 | $371K |
| Venture Visionary Partners LLC | 0.01% | No change | 5,000 | $370K |
| Axq Capital, LP | 0.14% | New | 4,985 | $369K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +3.9% | 4,906 | $363K |
| Tidal Investments LLC | 0.00% | Reduce -0.9% | 4,890 | $362K |
| Twinbeech Capital LP | 0.01% | New | 4,781 | $354K |
| AXA Investment Managers S.A. | 0.00% | — | 4,740 | $351K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 4,732 | $350K |
| Cetera Investment Advisers | 0.00% | Reduce -31.7% | 4,703 | $348K |
| Royce & Associates LP | 0.00% | Reduce -52.8% | 4,617 | $342K |
| US Bancorp \de | 0.00% | Add +7.0% | 4,589 | $340K |
| ProShare Advisors LLC | 0.00% | Reduce -14.9% | 4,468 | $331K |
| Freestone Grove Partners LP | 0.00% | New | 4,322 | $320K |
| Amundi | 0.00% | Reduce -63.8% | 4,252 | $315K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -64.7% | 4,168 | $308K |
| Wedbush Securities Inc. | 0.01% | Add +18.4% | 4,109 | $304K |
| Meritage Portfolio Management | 0.02% | Reduce -34.8% | 3,932 | $291K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +11.8% | 3,850 | $285K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -28.6% | 3,731 | $276K |
| Sheets Smith Wealth Management | 0.03% | Add +0.9% | 3,520 | $261K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 3,428 | $254K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,394 | $251K |
| Bessemer Group Inc. | 0.00% | Add +874.7% | 3,353 | $248K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -52.5% | 3,300 | $244K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -49.8% | 3,290 | $243K |
| Arax Advisory Partners | 0.00% | Add +0.3% | 3,275 | $242K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,261 | $241K |
| Inspire Advisors, LLC | 0.02% | Reduce -19.8% | 3,151 | $233K |
| Atria Investments, Inc | 0.00% | Reduce -1.4% | 3,136 | $232K |
| Neuberger Berman Group LLC | 0.00% | Add +16.4% | 2,993 | $222K |
| Brevan Howard Capital Management LP | 0.00% | New | 2,979 | $220K |
| denkapparat Operations GmbH | 0.14% | New | 2,962 | $219K |
| Quantinno Capital Management LP | 0.00% | New | 2,916 | $216K |
| LPL Financial LLC | 0.00% | New | 2,828 | $209K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -22.8% | 2,780 | $206K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | Add +30.5% | 2,551 | $189K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.1% | 2,295 | $170K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.6% | 2,281 | $169K |
| South Dakota Investment Council | 0.00% | Reduce -16.0% | 2,102 | $156K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -17.2% | 1,988 | $147K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.2% | 1,888 | $140K |
| Vestcor Inc | 0.00% | No change | 1,690 | $125K |
| City State Bank | 0.04% | No change | 1,670 | $124K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $102K |
| KBC Group NV | 0.00% | No change | 984 | $73K |
| State of Wyoming | 0.01% | Add +57.4% | 916 | $68K |
| First Community Trust NA | 0.05% | No change | 900 | $67K |
| Globeflex Capital L P | 0.01% | No change | 864 | $64K |
| Cwm, LLC | 0.00% | Reduce -10.4% | 695 | $51K |
| Shell Asset Management Co. | 0.00% | Reduce -64.5% | 541 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.3% | 512 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.2% | 490 | $36K |
| Maseco LLP | 0.00% | No change | 389 | $29K |
| Hughes Financial Services, LLC | 0.00% | No change | 400 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 350 | $26K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.9% | 289 | $21K |
| Rockefeller Capital Management L.P. | 0.00% | New | 262 | $19K |
| Principal Securities, Inc. | 0.00% | Add +76.3% | 261 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +71.3% | 257 | $19K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.1% | 249 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +347.8% | 206 | $15K |
| Larson Financial Group LLC | 0.00% | Reduce -1.6% | 179 | $13K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 178 | $13K |
| Farther Finance Advisors, LLC | 0.00% | No change | 171 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 127 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +594.4% | 125 | $9K |
| Wealthspire Advisors, LLC | 0.00% | New | 87 | $6K |
| LRI Investments, LLC | 0.00% | No change | 83 | $6K |
| Fifth Third Bancorp | 0.00% | Add +7.9% | 82 | $6K |
| UMB Bank, n.a. | 0.00% | Reduce -25.7% | 81 | $6K |
| Quarry LP | 0.00% | Reduce -1.6% | 63 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +1.8% | 58 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 52 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 49 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 47 | $3K |
| Assetmark, Inc. | 0.00% | No change | 43 | $3K |
| Salomon & Ludwin, LLC | 0.00% | New | 37 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -8.1% | 34 | $3K |
| Optiver Holding B.V. | 0.00% | New | 34 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +6.7% | 32 | $2K |
| Westfuller Advisors, LLC | 0.00% | New | 27 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 27 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -44.4% | 25 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 18 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 17 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.7% | 16 | $1K |
| Covestor Ltd | 0.00% | Reduce -94.8% | 8 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 7 | $518 |
| Advisors Asset Management, Inc. | 0.00% | No change | 11 | $410 |
| Sunbelt Securities, Inc. | 0.00% | New | 4 | $296 |
| Global Retirement Partners, LLC | 0.00% | No change | 4 | $296 |
| Parkside Financial Bank & Trust | 0.00% | No change | 3 | $223 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $148 |
| Huntington National Bank | 0.00% | No change | 1 | $74 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 1 | $74 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 1 | $73 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.