Pathward FinancialCASH
13F holders, Q4 2025 (December 31)262holders −2
34new positions
37sold out
4famous investors
$78.01avg. 13F price*
At the end of Q4 2025, 262 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, down 2 from Q3 2025. 34 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($232.4M), FMR LLC ($121.9M) and Vanguard Group Inc. ($107.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $131.9M |
| Exits | 37 | $182.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,781,198 shares bought and 2,538,434 shares sold, net −757,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 3,273,551 | $232.4M |
| FMR LLC | 0.01% | Reduce -17.2% | 1,717,391 | $121.9M |
| Vanguard Group Inc. | 0.00% | Reduce -18.3% | 1,517,110 | $107.7M |
| State Street Corp. | 0.00% | Reduce -7.0% | 1,294,836 | $92.0M |
| American Century Companies Inc. | 0.04% | Add +13.2% | 1,188,365 | $84.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.9% | 1,104,594 | $78.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 692,116 | $49.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.9% | 338,026 | $24.0M |
| Morgan Stanley | 0.00% | Reduce -27.9% | 320,213 | $22.7M |
| Mawer Investment Management Ltd. | 0.12% | Reduce -10.2% | 310,623 | $22.1M |
| Comerica Bank | 0.08% | Add +371.2% | 295,999 | $21.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.7% | 274,774 | $19.5M |
| Neumeier Poma Investment Counsel LLC | 1.55% | Reduce -24.2% | 264,100 | $18.8M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 249,427 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +30.9% | 247,832 | $17.6M |
| Nuveen, LLC | 0.00% | Reduce -11.4% | 218,506 | $15.5M |
| Invesco Ltd. | 0.00% | Add +2.9% | 215,833 | $15.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +12.0% | 210,839 | $15.0M |
| Millennium Management | 0.01% | Add +181.6% | 204,437 | $14.5M |
| Elgethun Capital Management | 2.49% | Add +2.8% | 202,782 | $14.4M |
| Two Sigma Investments, LP | 0.02% | Add +5.2% | 187,990 | $13.3M |
| Panagora Asset Management Inc. | 0.04% | Add +4.4% | 174,251 | $12.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.6% | 167,310 | $11.9M |
| Phocas Financial Corp. | 1.54% | Reduce -0.2% | 166,353 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +19.9% | 159,673 | $11.5M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.4% | 155,243 | $11.0M |
| Wellington Management Group LLP | 0.00% | Reduce -13.1% | 151,991 | $10.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.3% | 151,768 | $10.8M |
| Deutsche Bank AG | 0.00% | Reduce -5.8% | 145,843 | $10.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +293.9% | 144,941 | $10.3M |
| Aptus Capital Advisors, LLC | 0.09% | Add +0.4% | 142,813 | $10.1M |
| Nantahala Capital Management, LLC | 0.56% | Add +1477.8% | 131,608 | $9.3M |
| Cerity Partners LLC | 0.01% | New | 119,497 | $8.5M |
| Brevan Howard Capital Management LP | 0.17% | Add +3777.3% | 115,505 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Add +20.7% | 112,264 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.9% | 108,900 | $7.7M |
| Moody Aldrich Partners LLC | 1.41% | Reduce -4.6% | 106,445 | $7.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -17.7% | 103,200 | $7.3M |
| Public Sector Pension Investment Board | 0.02% | Add +15.2% | 103,117 | $7.3M |
| Voloridge Investment Management, LLC | 0.03% | Add +27.1% | 100,393 | $7.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.4% | 11,510 | $7.0M |
| Kennedy Capital Management LLC | 0.15% | Reduce -0.4% | 97,763 | $6.9M |
| State of Wisconsin Investment Board | 0.02% | Add +5.2% | 95,505 | $6.8M |
| UBS Group AG | 0.00% | Add +17.5% | 93,495 | $6.6M |
| Intech Investment Management LLC | 0.05% | Reduce -2.4% | 75,685 | $5.4M |
| Boothbay Fund Management, LLC | 0.13% | New | 70,897 | $5.0M |
| Algert Global LLC | 0.07% | No change | 64,895 | $4.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.9% | 63,192 | $4.5M |
| Rhumbline Advisers | 0.00% | Reduce -4.6% | 61,821 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -26.8% | 59,933 | $4.3M |
| CSM Advisors, LLC | 0.11% | Reduce -50.4% | 58,363 | $4.1M |
| Citadel Advisors | 0.00% | Add +163.9% | 55,170 | $3.9M |
| Federated Hermes, Inc. | 0.01% | Add +109.0% | 53,281 | $3.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 3.46% | No change | 52,576 | $3.7M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.9% | 52,239 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +713.5% | 51,892 | $3.7M |
| Jane Street Group, LLC | 0.00% | Reduce -27.9% | 49,666 | $3.5M |
| Denali Advisors LLC | 0.38% | No change | 48,370 | $3.4M |
| Guardian Wealth Management, Inc. | 2.01% | Add +18.9% | 48,229 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +3.8% | 47,463 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.8% | 46,992 | $3.3M |
| Bank of America Corp. | 0.00% | Reduce -41.0% | 45,060 | $3.2M |
| Barclays PLC | 0.00% | Add +22.8% | 45,019 | $3.2M |
| Swiss National Bank | 0.00% | Reduce -2.8% | 45,000 | $3.2M |
| Meeder Asset Management Inc. | 0.17% | New | 44,892 | $3.2M |
| AlphaQuest LLC | 0.16% | Add +267.7% | 41,018 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.1% | 40,972 | $2.9M |
| RMR Capital Management, LLC | 1.96% | No change | 38,169 | $2.7M |
| ExodusPoint Capital Management, LP | 0.03% | Add +15.7% | 36,843 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +40.7% | 36,271 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.3% | 33,346 | $2.4M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -0.5% | 33,116 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -3.6% | 32,694 | $2.3M |
| Verition Fund Management LLC | 0.01% | Reduce -18.1% | 31,452 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.5% | 31,046 | $2.2M |
| F/m Investments LLC | 0.08% | Reduce -51.8% | 30,395 | $2.2M |
| HRT Financial LP | 0.01% | Add +59.4% | 29,605 | $2.1M |
| PMC FIG Opportunities LLC | 3.21% | New | 28,816 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.3% | 28,569 | $2.0M |
| Alliancebernstein L.P. | 0.00% | No change | 28,107 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.7% | 27,425 | $1.9M |
| Chou Associates Management Inc. | 0.96% | No change | 27,389 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -79.8% | 25,831 | $1.9M |
| Numerai GP LLC | 0.23% | New | 26,795 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +69.1% | 25,120 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.9% | 24,718 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Add +24.2% | 23,891 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +28.9% | 23,837 | $1.7M |
| Voya Investment Management LLC | 0.00% | Add +0.8% | 23,817 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -9.7% | 23,557 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 22,669 | $1.6M |
| Militia Capital Partners, LP | 0.59% | Add +47.9% | 22,179 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +347.0% | 21,928 | $1.6M |
| Sippican Capital Advisors | 0.99% | Add +0.8% | 21,640 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -6.1% | 21,596 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 21,352 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -16.4% | 21,048 | $1.5M |
| Orchard Capital Management, LLC | 1.29% | Add +2.8% | 20,901 | $1.5M |
| Tealwood Asset Management Inc. | 0.66% | Reduce -2.3% | 20,848 | $1.5M |
| Man Group plc | 0.00% | Reduce -48.6% | 20,560 | $1.5M |
| Pacific Ridge Capital Partners, LLC | 0.31% | Add +21.9% | 19,736 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 19,218 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -41.0% | 19,164 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.10% | Reduce -9.2% | 19,036 | $1.4M |
| Quantbot Technologies LP | 0.04% | Reduce -20.8% | 18,579 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 17,669 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | — | 17,163 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +34.8% | 16,844 | $1.2M |
| Jump Financial, LLC | 0.02% | New | 16,730 | $1.2M |
| Emerald Mutual Fund Advisers Trust | 0.06% | No change | 16,572 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 16,300 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.5% | 15,648 | $1.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +11.6% | 15,449 | $1.1M |
| Wedge Capital Management L L P | 0.02% | Add +2.1% | 14,472 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -0.1% | 13,736 | $975K |
| Amundi | 0.00% | Add +209.2% | 13,147 | $933K |
| MetLife Investment Management, LLC | 0.00% | Reduce -7.9% | 12,905 | $916K |
| State of Tennessee, Department of Treasury | 0.00% | Add +63.0% | 9,734 | $879K |
| Bokf, NA | 0.01% | Reduce -0.5% | 12,156 | $863K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -7.3% | 11,899 | $845K |
| Natixis Advisors, LLC | 0.00% | Reduce -63.7% | 11,777 | $836K |
| Pathstone Holdings, LLC | 0.00% | Reduce -62.1% | 11,518 | $818K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -19.1% | 11,507 | $817K |
| MML Investors Services, LLC | 0.00% | Reduce -8.2% | 11,294 | $802K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,237 | $798K |
| Cambria Investment Management, L.P. | 0.05% | Add +23.2% | 11,173 | $793K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -10.3% | 11,050 | $785K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.0% | 10,809 | $767K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.3% | 10,525 | $747K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.9% | 10,400 | $738K |
| Voleon Capital Management LP | 0.02% | Reduce -13.2% | 10,368 | $736K |
| Persistent Asset Partners Ltd | 0.35% | New | 10,287 | $730K |
| Diversified Trust Co. | 0.01% | Add +4.5% | 10,239 | $727K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.5% | 10,169 | $722K |
| SummerHaven Investment Management, LLC | 0.41% | No change | 10,151 | $721K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +4.1% | 9,940 | $706K |
| Guggenheim Capital LLC | 0.00% | New | 9,238 | $656K |
| Royce & Associates LP | 0.01% | Add +98.0% | 9,142 | $649K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +137.3% | 9,134 | $648K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -62.1% | 8,994 | $639K |
| Horizon Investments, LLC | 0.01% | New | 8,493 | $603K |
| Gator Capital Management, LLC | 0.12% | No change | 8,369 | $594K |
| Squarepoint Ops LLC | 0.00% | Reduce -55.6% | 8,232 | $584K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -5.9% | 8,000 | $568K |
| HSBC Holdings PLC | 0.00% | New | 7,985 | $568K |
| Entropy Technologies, LP | 0.03% | New | 7,818 | $555K |
| Sei Investments Co. | 0.00% | Reduce -52.3% | 7,561 | $537K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.4% | 7,501 | $533K |
| AQR Capital Management | 0.00% | Reduce -28.5% | 7,439 | $528K |
| Amalgamated Bank | 0.00% | Add +0.6% | 6,641 | $472K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.1% | 6,533 | $464K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 6,517 | $463K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.1% | 6,515 | $463K |
| Raymond James Financial Inc. | 0.00% | Reduce -9.9% | 6,459 | $459K |
| Yousif Capital Management, LLC | 0.01% | Reduce -13.1% | 6,174 | $458K |
| Arizona State Retirement System | 0.00% | Reduce -10.6% | 6,300 | $447K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,200 | $440K |
| XTX Topco Ltd | 0.01% | New | 6,194 | $440K |
| Victory Capital Management Inc. | 0.00% | Reduce -55.6% | 6,083 | $432K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -13.4% | 5,979 | $424K |
| Canada Pension Plan Investment Board | 0.00% | New | 5,900 | $419K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.6% | 5,638 | $400K |
| Freestone Grove Partners LP | 0.00% | Add +26.5% | 5,466 | $388K |
| Tidal Investments LLC | 0.00% | Add +7.8% | 5,273 | $374K |
| Sheets Smith Wealth Management | 0.04% | Add +49.6% | 5,267 | $374K |
| USAdvisors Wealth Management, LLC | 0.12% | Reduce -15.1% | 559 | $369K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 5,161 | $366K |
| Venture Visionary Partners LLC | 0.01% | No change | 5,000 | $355K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.6% | 4,825 | $343K |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 4,816 | $342K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -4.2% | 4,796 | $341K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.2% | 4,793 | $340K |
| Royal Bank of Canada | 0.00% | Reduce -84.9% | 4,729 | $335K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 4,682 | $332K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,646 | $318K |
| Stifel Financial Corp. | 0.00% | Reduce -36.4% | 4,472 | $318K |
| ProShare Advisors LLC | 0.00% | Reduce -1.1% | 4,417 | $314K |
| Caxton Associates LLP | 0.01% | New | 4,343 | $308K |
| US Bancorp \de | 0.00% | Reduce -7.2% | 4,258 | $302K |
| Aquatic Capital Management LLC | 0.01% | New | 4,045 | $287K |
| Arcus Capital Partners, LLC | 0.10% | New | 3,803 | $270K |
| Sigma Planning Corp | 0.01% | Reduce -64.5% | 3,536 | $251K |
| Gsa Capital Partners LLP | 0.02% | New | 3,501 | $249K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,394 | $241K |
| Teacher Retirement System of Texas | 0.00% | Reduce -68.6% | 3,326 | $236K |
| DRW Securities, LLC | 0.02% | New | 3,319 | $236K |
| Maryland State Retirement & Pension System | 0.00% | No change | 3,300 | $234K |
| Bessemer Group Inc. | 0.00% | Reduce -1.6% | 3,301 | $234K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 3,290 | $234K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,091 | $219K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.0% | 3,030 | $215K |
| denkapparat Operations GmbH | 0.11% | No change | 2,962 | $210K |
| Meritage Portfolio Management | 0.01% | Reduce -25.5% | 2,930 | $208K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -12.3% | 2,859 | $203K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +747.8% | 2,450 | $174K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.8% | 2,277 | $162K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 2,110 | $150K |
| SageView Advisory Group, LLC | 0.00% | New | 2,005 | $142K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -7.2% | 1,845 | $131K |
| South Dakota Investment Council | 0.00% | Reduce -14.3% | 1,802 | $128K |
| State of Wyoming | 0.01% | Add +87.5% | 1,718 | $122K |
| City State Bank | 0.03% | No change | 1,670 | $119K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -15.9% | 1,587 | $113K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $97K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,236 | $88K |
| New Age Alpha Advisors, LLC | 0.00% | New | 1,081 | $77K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -75.6% | 1,018 | $72K |
| KBC Group NV | 0.00% | No change | 984 | $70K |
| First Community Trust NA | 0.05% | No change | 900 | $64K |
| Globeflex Capital L P | 0.01% | No change | 864 | $61K |
| Rockefeller Capital Management L.P. | 0.00% | Add +225.6% | 853 | $61K |
| Cwm, LLC | 0.00% | Add +0.4% | 698 | $50K |
| Smartleaf Asset Management LLC | 0.00% | Add +23.1% | 630 | $45K |
| Signature Equity Partners, LLC | 0.02% | — | 485 | $34K |
| Maseco LLP | 0.00% | No change | 389 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 350 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.2% | 347 | $25K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +519.2% | 322 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +43.7% | 296 | $21K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.2% | 241 | $17K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.5% | 244 | $17K |
| Salomon & Ludwin, LLC | 0.00% | Add +464.9% | 209 | $15K |
| Larson Financial Group LLC | 0.00% | No change | 179 | $13K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 175 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -34.6% | 168 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +153.4% | 147 | $10K |
| UMB Bank, n.a. | 0.00% | Add +63.0% | 132 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 125 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.4% | 124 | $9K |
| Ancora Advisors LLC | 0.00% | New | 104 | $7K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 94 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 94 | $7K |
| Assetmark, Inc. | 0.00% | Add +41.9% | 61 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 48 | $4K |
| Signaturefd, LLC | 0.00% | New | 50 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 49 | $3K |
| Fifth Third Bancorp | 0.00% | Reduce -41.5% | 48 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 47 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +1233.3% | 40 | $3K |
| LRI Investments, LLC | 0.00% | Reduce -51.8% | 40 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 34 | $2K |
| Westfuller Advisors, LLC | 0.00% | No change | 27 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -8.0% | 23 | $2K |
| Jones Financial Companies LLLP | 0.00% | Reduce -37.5% | 20 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 18 | $1K |
| Allworth Financial LP | 0.00% | New | 17 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 16 | $1K |
| Covestor Ltd | 0.00% | Reduce -12.5% | 7 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -17.6% | 14 | $994 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -93.0% | 12 | $852 |
| Advisors Asset Management, Inc. | 0.00% | No change | 11 | $781 |
| Global Retirement Partners, LLC | 0.00% | Add +150.0% | 10 | $710 |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 5 | $355 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 5 | $355 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 5 | $355 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 4 | $284 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.8% | 4 | $284 |
| Huntington National Bank | 0.00% | No change | 1 | $71 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -75.0% | 1 | $71 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 1 | $71 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.