Pathward FinancialCASH
13F holders, Q2 2026 (June 30)283holders +8
32new positions
24sold out
7famous investors
$92.10avg. 13F price*
At the end of Q2 2026, 283 institutions reported holding Pathward Financial Inc. (CASH) in their 13F filings, up 8 from Q1 2026. 32 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($270.3M), FMR LLC ($157.0M) and State Street Corp. ($125.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $34.0M |
| Exits | 24 | $34.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,624,272 shares bought and 1,603,030 shares sold, net +21,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 3,104,464 | $270.3M |
| FMR LLC | 0.01% | Reduce -7.8% | 1,803,772 | $157.0M |
| State Street Corp. | 0.00% | Add +8.3% | 1,438,880 | $125.3M |
| American Century Companies Inc. | 0.05% | Add +11.6% | 1,269,975 | $110.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.6% | 1,064,854 | $92.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.8% | 733,095 | $63.8M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.8% | 729,199 | $63.5M |
| Earnest Partners LLC | 0.18% | Reduce -0.8% | 568,923 | $49.5M |
| Vanguard Portfolio Management LLC | 0.00% | Add +1.5% | 443,000 | $38.6M |
| Neumeier Poma Investment Counsel LLC | 2.10% | Reduce -1.2% | 351,870 | $30.6M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +45.7% | 339,293 | $30.4M |
| Qube Research & Technologies Ltd | 0.03% | Add +438.6% | 297,329 | $25.9M |
| JPMorgan Chase & Co. | 0.00% | Add +3.7% | 285,040 | $24.7M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 279,600 | $24.3M |
| Mawer Investment Management Ltd. | 0.16% | Add +1.2% | 271,655 | $23.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.6% | 268,911 | $23.4M |
| New York State Common Retirement Fund | 0.03% | Add +0.0% | 264,013 | $23.0M |
| D. E. Shaw & Co. | 0.01% | Add +93.4% | 256,026 | $22.3M |
| Morgan Stanley | 0.00% | Add +3.4% | 245,918 | $21.4M |
| Northern Trust Corp. | 0.00% | Reduce -7.9% | 236,711 | $20.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.2% | 228,064 | $19.9M |
| Elgethun Capital Management | 2.55% | Add +3.3% | 210,540 | $18.3M |
| Clearbridge Investments, LLC | 0.01% | Reduce -0.3% | 208,621 | $18.2M |
| Panagora Asset Management Inc. | 0.05% | Add +3.5% | 180,973 | $15.8M |
| Millennium Management | 0.01% | Add +87.1% | 166,532 | $14.5M |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 159,872 | $13.9M |
| UBS Group AG | 0.00% | Add +31.3% | 154,947 | $13.5M |
| Principal Financial Group Inc. | 0.01% | Add +0.2% | 152,260 | $13.3M |
| Deutsche Bank AG | 0.00% | Add +3.2% | 148,115 | $12.9M |
| Aptus Capital Advisors, LLC | 0.09% | Add +0.6% | 145,145 | $12.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -46.5% | 144,359 | $12.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -2.7% | 142,654 | $12.4M |
| Sei Investments Co. | 0.01% | Add +5.4% | 138,462 | $12.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.1% | 138,067 | $12.0M |
| Bridgeway Capital Management, LLC | 0.20% | Add +20.6% | 130,340 | $11.3M |
| Nuveen, LLC | 0.00% | Reduce -31.2% | 128,568 | $11.2M |
| Phocas Financial Corp. | 1.49% | Reduce -5.0% | 123,662 | $10.8M |
| Cerity Partners LLC | 0.01% | Add +10.6% | 116,665 | $10.2M |
| Invesco Ltd. | 0.00% | Reduce -17.9% | 113,998 | $9.9M |
| Wells Fargo & Company | 0.00% | Add +11.6% | 104,005 | $9.1M |
| Empowered Funds, LLC | 0.05% | Add +4.6% | 101,634 | $8.8M |
| Public Sector Pension Investment Board | 0.02% | Add +1.2% | 101,379 | $8.8M |
| Citadel Advisors | 0.01% | Add +123.5% | 98,349 | $8.6M |
| Moody Aldrich Partners LLC | 1.45% | Reduce -11.8% | 92,961 | $8.1M |
| State of Wisconsin Investment Board | 0.02% | Add +3.7% | 91,086 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.2% | 88,352 | $7.7M |
| Wellington Management Group LLP | 0.00% | Reduce -42.0% | 85,691 | $7.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 70,040 | $6.1M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 69,455 | $6.0M |
| Federated Hermes, Inc. | 0.01% | Add +12.8% | 61,231 | $5.3M |
| Guardian Wealth Management, Inc. | 2.45% | Add +3.4% | 57,305 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Add +74.0% | 56,254 | $4.9M |
| Intech Investment Management LLC | 0.04% | Reduce -5.0% | 55,763 | $4.9M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.00% | No change | 52,576 | $4.6M |
| SG Americas Securities, LLC | 0.00% | Add +630.4% | 52,287 | $4.6M |
| Legal & General Group Plc | 0.00% | Reduce -7.1% | 51,792 | $4.5M |
| Rhumbline Advisers | 0.00% | Reduce -14.9% | 51,394 | $4.5M |
| Tudor Investment Corporation | 0.02% | New | 48,951 | $4.3M |
| Denali Advisors LLC | 0.42% | No change | 48,370 | $4.2M |
| XTX Topco Ltd | 0.05% | Add +44.9% | 43,890 | $3.8M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 43,600 | $3.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -38.2% | 41,679 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Add +3.9% | 39,112 | $3.4M |
| RMR Capital Management, LLC | 2.34% | No change | 39,077 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 37,953 | $3.3M |
| First Trust Advisors LP | 0.00% | Reduce -55.8% | 37,784 | $3.3M |
| Trexquant Investment LP | 0.02% | New | 37,412 | $3.3M |
| Kennedy Capital Management LLC | 0.06% | Reduce -36.6% | 37,028 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -29.8% | 36,121 | $3.1M |
| Citigroup Inc. | 0.00% | Add +22.5% | 36,052 | $3.1M |
| Vident Advisory, LLC | 0.02% | Add +9.4% | 34,644 | $3.0M |
| Numerai GP LLC | 0.24% | Add +221.2% | 33,839 | $2.9M |
| Emerald Investment Advisers, LLC | 0.18% | Add +4.1% | 31,552 | $2.7M |
| Engineers Gate Manager LP | 0.04% | Add +178.1% | 31,090 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +10.2% | 31,056 | $2.7M |
| Man Group plc | 0.00% | Add +97.1% | 29,250 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 28,415 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.8% | 28,807 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -0.2% | 27,463 | $2.4M |
| Chou Associates Management Inc. | 1.10% | No change | 27,389 | $2.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -72.4% | 26,633 | $2.3M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -76.4% | 25,464 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -13.4% | 24,775 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Add +18.9% | 24,382 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +26.3% | 24,075 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +81.7% | 23,474 | $2.0M |
| WCM Investment Management, LLC | 0.00% | Reduce -62.5% | 23,416 | $2.0M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +40.8% | 22,053 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +76.8% | 21,822 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -1.7% | 21,798 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +21.7% | 21,632 | $1.9M |
| Emerald Mutual Fund Advisers Trust | 0.07% | No change | 21,450 | $1.9M |
| Orchard Capital Management, LLC | 2.02% | Add +1.2% | 21,144 | $1.8M |
| Tealwood Asset Management Inc. | 0.68% | Reduce -0.8% | 20,438 | $1.8M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -19.1% | 20,200 | $1.8M |
| Sippican Capital Advisors | 1.07% | Reduce -0.3% | 20,135 | $1.8M |
| Jupiter Topco LLC | 0.00% | — | 20,055 | $1.7M |
| Pacific Ridge Capital Partners, LLC | 0.31% | Reduce -1.1% | 19,516 | $1.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +40.3% | 19,149 | $1.7M |
| Point72 Asset Management | 0.00% | New | 18,980 | $1.7M |
| Marshall Wace, LLP | 0.00% | Add +153.9% | 18,788 | $1.6M |
| Quantbot Technologies LP | 0.06% | Reduce -46.3% | 17,751 | $1.5M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -83.3% | 17,705 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +205.3% | 17,683 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +8.9% | 16,710 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.3% | 16,575 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +81.3% | 16,250 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +34.8% | 15,540 | $1.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 15,136 | $1.3M |
| Cambria Investment Management, L.P. | 0.06% | Add +23.9% | 14,121 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.6% | 13,862 | $1.2M |
| Wedge Capital Management L L P | 0.02% | Add +8.8% | 13,707 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -18.8% | 12,744 | $1.1M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -39.3% | 12,721 | $1.1M |
| Bokf, NA | 0.01% | Add +24.6% | 12,535 | $1.1M |
| MetLife Investment Management, LLC | 0.00% | Add +4.5% | 12,450 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -23.7% | 12,201 | $1.1M |
| AQR Capital Management | 0.00% | Add +4.4% | 11,902 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +3.3% | 11,838 | $1.0M |
| Aquatic Capital Management LLC | 0.04% | New | 11,695 | $1.0M |
| Tidal Investments LLC | 0.00% | Add +199.4% | 11,658 | $1.0M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.8% | 11,591 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.2% | 11,053 | $962K |
| Voya Investment Management LLC | 0.00% | Add +21.2% | 10,680 | $930K |
| Pathstone Holdings, LLC | 0.00% | Reduce -8.7% | 10,632 | $926K |
| Barclays PLC | 0.00% | Reduce -34.0% | 10,597 | $923K |
| Freestone Grove Partners LP | 0.01% | New | 10,445 | $909K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 10,056 | $875K |
| Renaissance Technologies | 0.00% | Reduce -78.3% | 10,000 | $871K |
| Fifth Third Bancorp | 0.00% | Reduce -11.8% | 9,949 | $866K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.1% | 9,943 | $866K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.3% | 9,885 | $861K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,846 | $857K |
| Meeder Asset Management Inc. | 0.04% | Reduce -5.4% | 9,543 | $831K |
| New York State Teachers Retirement System | 0.00% | Add +1.8% | 9,366 | $815K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.1% | 9,300 | $810K |
| Jump Financial, LLC | 0.01% | Reduce -58.3% | 9,214 | $802K |
| SummerHaven Investment Management, LLC | 0.42% | No change | 9,009 | $784K |
| HRT Financial LP | 0.00% | Reduce -60.5% | 8,685 | $756K |
| HSBC Holdings PLC | 0.00% | Reduce -37.0% | 8,558 | $746K |
| Jain Global LLC | 0.01% | New | 8,452 | $736K |
| Gator Capital Management, LLC | 0.16% | No change | 8,369 | $729K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -39.2% | 8,233 | $717K |
| Mirabella Financial Services LLP | 0.08% | New | 8,224 | $716K |
| Sheets Smith Wealth Management | 0.07% | Add +2.0% | 8,180 | $712K |
| Cetera Investment Advisers | 0.00% | Add +38.5% | 8,019 | $698K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,000 | $697K |
| Guggenheim Capital LLC | 0.00% | Add +144.3% | 7,819 | $681K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.7% | 7,767 | $676K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,613 | $663K |
| Quadrature Capital Ltd | 0.01% | New | 7,346 | $640K |
| Atria Investments, Inc | 0.01% | Reduce -19.0% | 7,240 | $630K |
| Capstone Investment Advisors, LLC | 0.01% | Add +190.2% | 7,093 | $618K |
| &partners | 0.00% | Add +1.2% | 7,013 | $611K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +148.3% | 6,869 | $598K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -33.7% | 6,859 | $597K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.2% | 6,588 | $574K |
| Entropy Technologies, LP | 0.02% | Reduce -15.6% | 6,432 | $560K |
| Amundi | 0.00% | Reduce -1.9% | 6,419 | $559K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +9.4% | 6,368 | $554K |
| Victory Capital Management Inc. | 0.00% | Add +3.1% | 6,342 | $552K |
| Captrust Financial Advisors | 0.00% | Reduce -8.7% | 6,232 | $543K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,200 | $540K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.5% | 6,052 | $527K |
| DRW Securities, LLC | 0.03% | New | 6,043 | $526K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 6,005 | $523K |
| Occudo Quantitative Strategies LP | 0.03% | Add +24.2% | 5,975 | $520K |
| Royal Bank of Canada | 0.00% | Reduce -75.4% | 5,979 | $519K |
| First Citizens Bank & Trust Co. | 0.01% | Add +1.2% | 5,932 | $516K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.7% | 5,718 | $498K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 5,709 | $497K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 5,679 | $495K |
| Amalgamated Bank | 0.00% | Reduce -9.8% | 5,684 | $495K |
| Gsa Capital Partners LLP | 0.03% | New | 5,548 | $483K |
| Alps Advisors Inc. | 0.00% | Add +1.4% | 5,505 | $479K |
| Truist Financial Corp. | 0.00% | Add +12.3% | 5,431 | $473K |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 5,198 | $453K |
| OP Asset Management Ltd | 0.00% | No change | 5,191 | $452K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -7.0% | 5,006 | $436K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.6% | 4,975 | $433K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -2.0% | 4,857 | $423K |
| Axq Capital, LP | 0.05% | Add +90.1% | 4,846 | $422K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.8% | 4,781 | $416K |
| USAdvisors Wealth Management, LLC | 0.11% | Add +44.4% | 706 | $398K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.4% | 4,530 | $394K |
| Park Avenue Securities LLC | 0.00% | Add +13.3% | 4,454 | $388K |
| US Bancorp \de | 0.00% | Add +3.8% | 4,418 | $385K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.5% | 4,368 | $380K |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 4,210 | $367K |
| Procyon Advisors, LLC | 0.02% | Add +63.1% | 4,178 | $364K |
| Teacher Retirement System of Texas | 0.00% | Reduce -49.7% | 4,140 | $360K |
| Abel Hall, LLC | 0.06% | Add +0.7% | 4,109 | $358K |
| Venture Visionary Partners LLC | 0.01% | No change | 4,000 | $348K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,870 | $337K |
| Principal Securities, Inc. | 0.00% | New | 3,733 | $325K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,528 | $307K |
| Allstate Corp. | 0.00% | New | 3,380 | $294K |
| Swiss Life Asset Management Ltd | 0.00% | Add +4.2% | 3,114 | $271K |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,100 | $270K |
| ProShare Advisors LLC | 0.00% | Reduce -10.7% | 3,072 | $267K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -3.2% | 3,069 | $267K |
| Axxion S.A. | 0.02% | — | 2,971 | $259K |
| denkapparat Operations GmbH | 0.08% | No change | 2,962 | $258K |
| Hancock Whitney Corp. | 0.00% | New | 2,953 | $257K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 2,915 | $254K |
| Two Sigma Securities, LLC | 0.02% | New | 2,902 | $253K |
| Neuberger Berman Group LLC | 0.00% | Add +7.5% | 2,806 | $244K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 2,441 | $213K |
| Profund Advisors LLC | 0.01% | New | 2,426 | $211K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -2.9% | 2,418 | $211K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.5% | 2,366 | $206K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.4% | 2,300 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 2,258 | $197K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +6.2% | 1,959 | $171K |
| Nykredit A/S | 0.00% | — | 1,872 | $163K |
| South Dakota Investment Council | 0.00% | No change | 1,802 | $157K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.7% | 1,554 | $135K |
| Security National Bank of Sioux City Iowa | 0.05% | New | 1,404 | $122K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,372 | $119K |
| Hilltop National Bank | 0.02% | No change | 1,247 | $109K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.8% | 1,179 | $103K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +233.7% | 1,168 | $102K |
| City State Bank | 0.02% | Reduce -20.4% | 1,168 | $102K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +18.9% | 1,088 | $95K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -3.9% | 1,020 | $89K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,018 | $89K |
| KBC Group NV | 0.00% | No change | 984 | $86K |
| First Community Trust NA | 0.04% | No change | 900 | $78K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $52K |
| Bessemer Group Inc. | 0.00% | Reduce -81.9% | 596 | $52K |
| Signature Equity Partners, LLC | 0.02% | Reduce -4.3% | 462 | $40K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -84.2% | 400 | $35K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.2% | 379 | $33K |
| Smartleaf Asset Management LLC | 0.00% | No change | 334 | $29K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +176.9% | 324 | $28K |
| Public Employees Retirement System of Ohio | 0.00% | Add +8.2% | 263 | $23K |
| Vision Retirement, LLC | 0.01% | New | 241 | $21K |
| Versant Capital Management, Inc | 0.00% | Add +28.2% | 232 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 209 | $19K |
| Larson Financial Group LLC | 0.00% | Add +3.4% | 185 | $16K |
| Sterling Capital Management LLC | 0.00% | Add +23.8% | 177 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -49.3% | 153 | $13K |
| Optiver Holding B.V. | 0.00% | Add +351.5% | 149 | $13K |
| Kemnay Advisory Services Inc. | 0.00% | New | 143 | $12K |
| Global Retirement Partners, LLC | 0.00% | — | 142 | $12K |
| UMB Bank, n.a. | 0.00% | Add +1.5% | 139 | $12K |
| Blue Trust, Inc. | 0.00% | Add +113.1% | 130 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 124 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +380.0% | 120 | $10K |
| Arax Advisory Partners | 0.00% | New | 111 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 104 | $9K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 94 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +52.7% | 84 | $7K |
| Compass Financial Management LLC | 0.00% | — | 78 | $7K |
| Simplex Trading, LLC | 0.00% | New | 71 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -55.6% | 63 | $5K |
| Assetmark, Inc. | 0.00% | No change | 61 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 49 | $4K |
| Quarry LP | 0.00% | No change | 42 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 40 | $3K |
| LRI Investments, LLC | 0.00% | Reduce -2.6% | 38 | $3K |
| Picton Mahoney Asset Management | 0.00% | New | 38 | $3K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 35 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +483.3% | 35 | $3K |
| Colonial Trust Co / SC | 0.00% | Add +2.9% | 35 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 27 | $2K |
| Westfuller Advisors, LLC | 0.00% | No change | 21 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 18 | $2K |
| Allworth Financial LP | 0.00% | Reduce -5.6% | 17 | $1K |
| Covestor Ltd | 0.00% | Reduce -10.0% | 9 | $1K |
| Buck Wealth Strategies, LLC | 0.00% | New | 11 | $958 |
| Advisors Asset Management, Inc. | 0.00% | No change | 11 | $958 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 9 | $784 |
| Clearstead Advisors, LLC | 0.00% | New | 7 | $610 |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -63.6% | 4 | $348 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $174 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -33.3% | 2 | $174 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $174 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -88.9% | 2 | $174 |
| Davis Capital Management | 0.00% | New | 1 | $87 |
| Huntington National Bank | 0.00% | No change | 1 | $87 |
| Evolution Advisers, Inc. | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is CASH's weight in each manager's 13F, not the share of Pathward Financial Inc. the manager owns.