Pathward FinancialCASH
13F holders, Q1 2026 (March 31)275holders +13
42new positions
28sold out
5famous investors
$93.23avg. 13F price*
At the end of Q1 2026, 275 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 13 from Q4 2025. 42 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($281.9M), FMR LLC ($174.6M) and State Street Corp. ($118.6M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $94.0M |
| Exits | 28 | $30.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,916,519 shares bought and 1,741,487 shares sold, net +1,175,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| BlackRock, Inc. | 0.01% | Reduce -3.5% | 3,159,659 | $281.9M |
| FMR LLC | 0.01% | Add +13.9% | 1,956,515 | $174.6M |
| State Street Corp. | 0.00% | Add +2.6% | 1,328,788 | $118.6M |
| American Century Companies Inc. | 0.05% | Reduce -4.2% | 1,138,461 | $101.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.0% | 1,093,338 | $97.6M |
| Vanguard Capital Management LLC | 0.00% | — | 750,164 | $66.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 699,745 | $62.4M |
| Earnest Partners LLC | 0.21% | New | 573,512 | $51.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 436,444 | $38.9M |
| Neumeier Poma Investment Counsel LLC | 2.62% | Add +34.9% | 356,200 | $31.8M |
| Bank of America Corp. | 0.00% | Add +571.3% | 302,503 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.7% | 274,960 | $24.2M |
| Two Sigma Investments, LP | 0.02% | Add +43.6% | 269,961 | $24.1M |
| Mawer Investment Management Ltd. | 0.16% | Reduce -13.6% | 268,543 | $24.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.7% | 267,437 | $23.9M |
| New York State Common Retirement Fund | 0.03% | Add +750.1% | 263,913 | $23.5M |
| Northern Trust Corp. | 0.00% | Add +3.1% | 257,135 | $22.9M |
| Morgan Stanley | 0.00% | Reduce -25.7% | 237,954 | $21.2M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +45.8% | 232,830 | $21.0M |
| Clearbridge Investments, LLC | 0.02% | Add +34.8% | 209,219 | $18.7M |
| Elgethun Capital Management | 3.01% | Add +0.5% | 203,763 | $18.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.4% | 199,735 | $17.8M |
| Nuveen, LLC | 0.00% | Reduce -14.5% | 186,889 | $16.7M |
| Panagora Asset Management Inc. | 0.06% | Add +0.3% | 174,776 | $15.6M |
| Jane Street Group, LLC | 0.02% | Add +228.7% | 163,225 | $14.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 159,173 | $14.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.3% | 155,287 | $13.9M |
| Principal Financial Group Inc. | 0.01% | Add +39.5% | 151,892 | $13.6M |
| Wellington Management Group LLP | 0.00% | Reduce -2.8% | 147,697 | $13.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 146,657 | $13.1M |
| Aptus Capital Advisors, LLC | 0.11% | Add +1.0% | 144,273 | $12.9M |
| Deutsche Bank AG | 0.00% | Reduce -1.6% | 143,565 | $12.8M |
| Invesco Ltd. | 0.00% | Reduce -35.6% | 138,915 | $12.4M |
| D. E. Shaw & Co. | 0.01% | Add +17.9% | 132,407 | $11.8M |
| Sei Investments Co. | 0.01% | Add +1637.5% | 131,371 | $11.7M |
| Phocas Financial Corp. | 1.82% | Reduce -21.8% | 130,125 | $11.6M |
| UBS Group AG | 0.00% | Add +26.3% | 118,036 | $10.5M |
| Bridgeway Capital Management, LLC | 0.19% | New | 108,060 | $9.6M |
| Balyasny Asset Management L.P. | 0.02% | Add +107.7% | 107,793 | $9.6M |
| Brevan Howard Capital Management LP | 0.10% | Reduce -8.3% | 105,867 | $9.4M |
| Cerity Partners LLC | 0.01% | Reduce -11.7% | 105,510 | $9.4M |
| Moody Aldrich Partners LLC | 1.70% | Reduce -1.0% | 105,336 | $9.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -2.8% | 100,216 | $8.9M |
| Empowered Funds, LLC | 0.06% | New | 97,176 | $8.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -33.4% | 96,555 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +271.1% | 93,212 | $8.3M |
| Millennium Management | 0.01% | Reduce -56.5% | 88,999 | $7.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -8.1% | 87,800 | $7.8M |
| First Trust Advisors LP | 0.01% | Add +42.5% | 85,411 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +84.0% | 75,387 | $6.7M |
| Franklin Resources Inc. | 0.00% | Add +45.4% | 69,012 | $6.2M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -32.8% | 67,422 | $6.0M |
| Boothbay Fund Management, LLC | 0.14% | Reduce -8.7% | 64,731 | $5.8M |
| CSM Advisors, LLC | 0.14% | Add +9.8% | 64,051 | $5.7M |
| WCM Investment Management, LLC | 0.01% | New | 62,463 | $5.5M |
| Rhumbline Advisers | 0.00% | Reduce -2.3% | 60,383 | $5.4M |
| Intech Investment Management LLC | 0.05% | Reduce -22.5% | 58,680 | $5.2M |
| Kennedy Capital Management LLC | 0.11% | Reduce -40.3% | 58,411 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -11.8% | 55,757 | $5.0M |
| Guardian Wealth Management, Inc. | 2.70% | Add +14.9% | 55,436 | $4.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -73.8% | 55,209 | $4.9M |
| Federated Hermes, Inc. | 0.01% | Add +1.9% | 54,281 | $4.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.59% | No change | 52,576 | $4.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +41.9% | 51,451 | $4.6M |
| Denali Advisors LLC | 0.48% | No change | 48,370 | $4.3M |
| Renaissance Technologies | 0.01% | New | 46,058 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -20.3% | 43,994 | $3.9M |
| Swiss National Bank | 0.00% | Reduce -2.4% | 43,900 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.4% | 40,694 | $3.6M |
| RMR Capital Management, LLC | 2.52% | Add +2.4% | 39,077 | $3.5M |
| BNP Paribas Financial Markets | 0.00% | Add +12.9% | 37,639 | $3.4M |
| Quantbot Technologies LP | 0.12% | Add +78.1% | 33,082 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +400.6% | 32,336 | $2.9M |
| Vident Advisory, LLC | 0.02% | New | 31,673 | $2.8M |
| Emerald Investment Advisers, LLC | 0.24% | — | 30,316 | $2.7M |
| XTX Topco Ltd | 0.05% | Add +389.0% | 30,286 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -10.0% | 29,432 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +32.5% | 28,604 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 28,190 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +12.6% | 27,819 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | New | 27,522 | $2.5M |
| Chou Associates Management Inc. | 1.18% | No change | 27,389 | $2.4M |
| PMC FIG Opportunities LLC | 3.62% | Reduce -9.1% | 26,195 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -9.0% | 24,956 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.6% | 24,885 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +414.9% | 24,348 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 28,407 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +5.4% | 22,178 | $2.0M |
| Jump Financial, LLC | 0.03% | Add +32.0% | 22,080 | $2.0M |
| HRT Financial LP | 0.00% | Reduce -25.8% | 21,974 | $2.0M |
| Emerald Mutual Fund Advisers Trust | 0.09% | Add +29.4% | 21,450 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +8491.0% | 20,962 | $1.9M |
| Orchard Capital Management, LLC | 2.44% | No change | 20,901 | $1.9M |
| Tealwood Asset Management Inc. | 0.84% | Reduce -1.2% | 20,607 | $1.8M |
| Squarepoint Ops LLC | 0.00% | Add +149.0% | 20,500 | $1.8M |
| Sippican Capital Advisors | 1.23% | Reduce -6.7% | 20,185 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +4.4% | 20,055 | $1.8M |
| Pacific Ridge Capital Partners, LLC | 0.38% | Add +0.0% | 19,740 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +61.9% | 19,065 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.7% | 18,069 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Add +3.5% | 17,769 | $1.6M |
| Barclays PLC | 0.00% | Reduce -64.3% | 16,057 | $1.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -5.0% | 15,993 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.10% | Reduce -17.5% | 15,703 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -34.3% | 15,666 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +33.4% | 15,350 | $1.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 15,136 | $1.4M |
| Man Group plc | 0.00% | Reduce -27.8% | 14,837 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.2% | 14,527 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -11.7% | 13,649 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -40.3% | 13,533 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +70.1% | 13,584 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +43.6% | 12,919 | $1.2M |
| Wedge Capital Management L L P | 0.02% | Reduce -13.0% | 12,594 | $1.1M |
| Quantinno Capital Management LP | 0.00% | New | 12,341 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.7% | 11,913 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -0.8% | 11,800 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +9.0% | 11,778 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 11,646 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +2.1% | 11,531 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +11.9% | 11,459 | $1.0M |
| Cambria Investment Management, L.P. | 0.06% | Add +2.0% | 11,402 | $1.0M |
| AQR Capital Management | 0.00% | Add +53.2% | 11,399 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +23389.6% | 11,275 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -53.2% | 11,179 | $998K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 11,050 | $986K |
| Royce & Associates LP | 0.01% | Add +20.5% | 11,014 | $983K |
| Horizon Investments, LLC | 0.01% | Add +28.1% | 10,878 | $971K |
| Numerai GP LLC | 0.09% | Reduce -60.7% | 10,535 | $940K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.5% | 10,364 | $925K |
| State of Tennessee, Department of Treasury | 0.00% | Add +6.2% | 10,341 | $923K |
| Meeder Asset Management Inc. | 0.05% | Reduce -77.5% | 10,091 | $900K |
| Bokf, NA | 0.01% | Reduce -17.3% | 10,058 | $897K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +31.3% | 9,846 | $879K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -6.7% | 9,700 | $866K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.7% | 9,385 | $837K |
| Persistent Asset Partners Ltd | 0.32% | Reduce -9.1% | 9,354 | $835K |
| New York State Teachers Retirement System | 0.00% | Reduce -60.9% | 9,202 | $821K |
| SummerHaven Investment Management, LLC | 0.49% | Reduce -11.3% | 9,009 | $804K |
| Atria Investments, Inc | 0.01% | New | 8,934 | $797K |
| Jones Financial Companies LLLP | 0.00% | Add +44710.0% | 8,962 | $788K |
| Voya Investment Management LLC | 0.00% | Reduce -63.0% | 8,812 | $786K |
| Gator Capital Management, LLC | 0.16% | No change | 8,369 | $747K |
| Vanguard Global Advisers, LLC | 0.00% | — | 8,234 | $735K |
| Teacher Retirement System of Texas | 0.00% | Add +147.5% | 8,231 | $734K |
| Sheets Smith Wealth Management | 0.08% | Add +52.3% | 8,019 | $716K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,000 | $714K |
| Entropy Technologies, LP | 0.03% | Reduce -2.5% | 7,623 | $680K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -32.3% | 7,613 | $679K |
| Marshall Wace, LLP | 0.00% | New | 7,400 | $660K |
| SG Americas Securities, LLC | 0.00% | Reduce -47.9% | 7,159 | $639K |
| &partners | 0.00% | New | 6,931 | $618K |
| Captrust Financial Advisors | 0.00% | New | 6,827 | $609K |
| Amundi | 0.00% | Reduce -50.3% | 6,541 | $584K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -30.1% | 6,385 | $570K |
| Amalgamated Bank | 0.00% | Reduce -5.1% | 6,300 | $562K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,200 | $553K |
| Victory Capital Management Inc. | 0.00% | Add +1.1% | 6,149 | $549K |
| Arizona State Retirement System | 0.00% | Reduce -3.3% | 6,090 | $543K |
| Osaic Holdings, Inc. | 0.00% | Add +24.0% | 5,945 | $531K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.8% | 5,875 | $524K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -10.2% | 5,864 | $523K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.3% | 5,845 | $522K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -10.7% | 5,821 | $519K |
| Cetera Investment Advisers | 0.00% | Add +20.3% | 5,792 | $517K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -67.2% | 5,791 | $517K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 5,709 | $509K |
| LPL Financial LLC | 0.00% | New | 5,693 | $508K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -5.0% | 5,679 | $507K |
| Alps Advisors Inc. | 0.00% | New | 5,430 | $485K |
| HighTower Advisors, LLC | 0.00% | Add +15.8% | 5,420 | $484K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.5% | 5,382 | $480K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -80.0% | 5,158 | $464K |
| OP Asset Management Ltd | 0.00% | New | 5,191 | $463K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.0% | 4,957 | $442K |
| Voleon Capital Management LP | 0.01% | Reduce -53.0% | 4,873 | $435K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.5% | 4,851 | $433K |
| Truist Financial Corp. | 0.00% | New | 4,837 | $432K |
| Occudo Quantitative Strategies LP | 0.02% | New | 4,811 | $418K |
| Equitable Trust Co. | 0.02% | New | 4,456 | $398K |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 4,309 | $384K |
| US Bancorp \de | 0.00% | No change | 4,258 | $380K |
| Abel Hall, LLC | 0.08% | New | 4,079 | $364K |
| Venture Visionary Partners LLC | 0.01% | Reduce -20.0% | 4,000 | $357K |
| Park Avenue Securities LLC | 0.00% | New | 3,932 | $351K |
| Tidal Investments LLC | 0.00% | Reduce -26.1% | 3,894 | $347K |
| Pictet Asset Management Holding SA | 0.00% | Add +4.0% | 3,528 | $315K |
| ProShare Advisors LLC | 0.00% | Reduce -22.2% | 3,438 | $307K |
| Bessemer Group Inc. | 0.00% | No change | 3,301 | $294K |
| Guggenheim Capital LLC | 0.00% | Reduce -65.3% | 3,201 | $286K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -4.0% | 3,169 | $283K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -47.5% | 3,100 | $277K |
| Koshinski Asset Management, Inc. | 0.02% | Add +5.6% | 3,019 | $269K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -3.3% | 2,989 | $267K |
| denkapparat Operations GmbH | 0.11% | No change | 2,962 | $264K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -12.5% | 489 | $262K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -11.4% | 2,915 | $260K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.7% | 2,766 | $247K |
| Neuberger Berman Group LLC | 0.00% | New | 2,609 | $233K |
| Procyon Advisors, LLC | 0.01% | New | 2,561 | $229K |
| Axq Capital, LP | 0.03% | New | 2,549 | $227K |
| GTS Securities LLC | 0.01% | New | 2,539 | $227K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.5% | 2,535 | $226K |
| Mutual of America Capital Management LLC | 0.00% | New | 2,491 | $222K |
| Corient Private Wealth LP | 0.00% | New | 2,446 | $218K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,444 | $218K |
| Wedbush Securities Inc. | 0.01% | New | 2,378 | $212K |
| Brooklyn Investment Group | 0.01% | New | 2,363 | $211K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.5% | 2,333 | $208K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.5% | 2,310 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,258 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,845 | $165K |
| South Dakota Investment Council | 0.00% | No change | 1,802 | $161K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +12.1% | 1,779 | $159K |
| City State Bank | 0.03% | Reduce -12.1% | 1,468 | $131K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $122K |
| Hilltop National Bank | 0.03% | New | 1,247 | $111K |
| State of Wyoming | 0.01% | Reduce -30.3% | 1,198 | $107K |
| Rockefeller Capital Management L.P. | 0.00% | Add +31.9% | 1,125 | $100K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -1.9% | 1,061 | $95K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,018 | $91K |
| KBC Group NV | 0.00% | No change | 984 | $88K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +184.2% | 915 | $82K |
| First Community Trust NA | 0.06% | No change | 900 | $80K |
| Globeflex Capital L P | 0.01% | No change | 864 | $77K |
| Cwm, LLC | 0.00% | Add +15.8% | 808 | $72K |
| Harbour Investments, Inc. | 0.00% | New | 600 | $54K |
| Signature Equity Partners, LLC | 0.02% | Reduce -0.4% | 483 | $43K |
| Hantz Financial Services, Inc. | 0.00% | Add +20.6% | 357 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 350 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -47.0% | 334 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -13.0% | 302 | $27K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.8% | 243 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 209 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +7.7% | 181 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 179 | $16K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.7% | 143 | $13K |
| IFP Advisors, Inc | 0.00% | New | 142 | $13K |
| UMB Bank, n.a. | 0.00% | Add +3.8% | 137 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 124 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +24.5% | 117 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 104 | $9K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 94 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 66 | $6K |
| Blue Trust, Inc. | 0.00% | Add +29.8% | 61 | $5K |
| Assetmark, Inc. | 0.00% | No change | 61 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -56.0% | 55 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 49 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 48 | $4K |
| Quarry LP | 0.00% | New | 42 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 40 | $4K |
| LRI Investments, LLC | 0.00% | Reduce -2.5% | 39 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 34 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 33 | $3K |
| Optiver Holding B.V. | 0.00% | New | 33 | $3K |
| NewEdge Advisors, LLC | 0.00% | New | 32 | $3K |
| Rothschild Investment LLC | 0.00% | Add +21.7% | 28 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +108.3% | 25 | $2K |
| Westfuller Advisors, LLC | 0.00% | Reduce -22.2% | 21 | $2K |
| Allworth Financial LP | 0.00% | Add +5.9% | 18 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 18 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 18 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 16 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 14 | $1K |
| Covestor Ltd | 0.00% | Add +42.9% | 10 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +175.0% | 11 | $982 |
| Advisors Asset Management, Inc. | 0.00% | No change | 11 | $982 |
| Parallel Advisors, LLC | 0.00% | New | 6 | $535 |
| MAI Capital Management | 0.00% | New | 5 | $447 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -25.0% | 3 | $268 |
| Ankerstar Wealth, LLC | 0.00% | New | 2 | $179 |
| Huntington National Bank | 0.00% | No change | 1 | $89 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $89 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.