Cava GroupCAVA
13F holders, Q2 2025 (June 30)538holders +19
104new positions
82sold out
10famous investors
$84.25avg. 13F price*
At the end of Q2 2025, 538 institutions reported holding Cava Group Inc. (CAVA) in their 13F filings, up 19 from Q1 2025. 104 opened new positions and 82 sold out. The largest holders were Artal Group S.A. ($800.9M), Vanguard Group Inc. ($760.8M) and BlackRock, Inc. ($700.9M). 10 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Cava Group Inc.
- CUSIP
- 148929102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $175.3M |
| Exits | 82 | $381.5M |
All 13F filers, Q1 2025 → Q2 2025: 17,990,424 shares bought and 14,652,769 shares sold, net +3,337,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 538 holders
| Artal Group S.A. | 86.09% | No change | 9,507,990 | $800.9M |
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 9,032,038 | $760.8M |
| BlackRock, Inc. | 0.01% | Add +6.3% | 8,321,788 | $700.9M |
| Jennison Associates LLC | 0.32% | Reduce -24.9% | 6,396,155 | $538.7M |
| Capital Research Global Investors | 0.09% | Add +29.6% | 5,165,108 | $435.1M |
| FMR LLC | 0.02% | Add +7.0% | 4,332,774 | $364.9M |
| T. Rowe Price Associates Inc. | 0.03% | Add +42.9% | 3,421,966 | $288.2M |
| State Street Corp. | 0.01% | Add +5.0% | 2,543,335 | $214.2M |
| Bank of America Corp. | 0.02% | Add +289.0% | 2,325,417 | $195.9M |
| Capital International Investors | 0.03% | Add +0.2% | 2,059,183 | $173.4M |
| Morgan Stanley | 0.01% | Add +47.9% | 2,012,874 | $169.5M |
| UBS Group AG | 0.03% | Add +19.3% | 1,721,236 | $145.0M |
| Geode Capital Management, LLC | 0.01% | Add +16.2% | 1,622,898 | $136.7M |
| Alliancebernstein L.P. | 0.04% | Add +58.7% | 1,353,058 | $114.0M |
| Champlain Investment Partners, LLC | 0.79% | Add +108.3% | 1,351,955 | $113.9M |
| Point72 Asset Management | 0.26% | Add +153.8% | 1,217,927 | $102.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +90.0% | 1,152,728 | $97.1M |
| Renaissance Technologies | 0.12% | Add +18.3% | 1,085,956 | $91.5M |
| Franklin Resources Inc. | 0.02% | Add +8.6% | 1,082,183 | $91.2M |
| Qube Research & Technologies Ltd | 0.12% | Add +0.3% | 1,053,914 | $88.8M |
| Clearbridge Investments, LLC | 0.06% | Add +63.3% | 905,154 | $76.2M |
| Bank of New York Mellon Corp | 0.01% | Add +52.9% | 824,316 | $69.4M |
| Squarepoint Ops LLC | 0.15% | Reduce -26.3% | 795,677 | $67.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.6% | 774,259 | $65.2M |
| Congress Asset Management Co. | 0.43% | Add +30593.6% | 751,994 | $63.3M |
| Northern Trust Corp. | 0.01% | Add +8.1% | 734,404 | $61.9M |
| Federated Hermes, Inc. | 0.12% | Reduce -40.8% | 724,855 | $61.1M |
| FIL Ltd | 0.05% | Add +98.8% | 715,572 | $60.3M |
| Norges Bank | 0.01% | Add +0.9% | 668,135 | $56.3M |
| Holocene Advisors, LP | 0.13% | Reduce -47.8% | 620,318 | $52.2M |
| Two Sigma Advisers, LP | 0.10% | Reduce -45.4% | 606,000 | $51.0M |
| Wells Fargo & Company | 0.01% | Add +70.8% | 604,553 | $50.9M |
| Raymond James Financial Inc. | 0.02% | Add +10.9% | 575,638 | $48.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.4% | 573,650 | $48.3M |
| BNP Paribas Financial Markets | 0.04% | Add +95.8% | 549,138 | $46.3M |
| Voya Investment Management LLC | 0.05% | Add +32.5% | 511,741 | $43.1M |
| Baird Financial Group, Inc. | 0.07% | Add +1209.8% | 506,258 | $42.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +215.8% | 489,239 | $41.2M |
| Driehaus Capital Management LLC | 0.32% | Add +63.2% | 476,772 | $40.2M |
| Royal Bank of Canada | 0.01% | Add +94.3% | 461,586 | $38.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +17.6% | 445,204 | $37.5M |
| American Century Companies Inc. | 0.02% | Add +102.8% | 432,788 | $36.5M |
| Susquehanna International Group, LLP | 0.05% | Add +18.8% | 413,364 | $34.8M |
| Citigroup Inc. | 0.02% | Add +935.0% | 372,281 | $31.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +53.2% | 362,456 | $30.5M |
| Armstrong, Fleming & Moore, Inc | 16.45% | New | 359,652 | $30.3M |
| Two Sigma Investments, LP | 0.06% | Reduce -48.4% | 350,881 | $29.6M |
| Victory Capital Management Inc. | 0.02% | Add +1795.6% | 340,343 | $28.7M |
| Aperture Investors, LLC | 3.64% | Add +18.5% | 321,745 | $27.1M |
| Neuberger Berman Group LLC | 0.02% | Add +6784.0% | 321,068 | $27.0M |
| Mariner, LLC | 0.04% | Reduce -1.1% | 315,923 | $26.6M |
| MIG Capital, LLC | 2.44% | Add +310.4% | 275,091 | $23.2M |
| Rhumbline Advisers | 0.02% | Add +12.0% | 251,791 | $21.2M |
| LPL Financial LLC | 0.01% | Add +29.7% | 238,624 | $20.1M |
| Lord, Abbett & Co. LLC | 0.06% | Reduce -47.2% | 208,955 | $17.6M |
| Nuveen, LLC | 0.00% | Reduce -75.7% | 204,468 | $17.2M |
| Weiss Asset Management LP | 0.31% | New | 195,573 | $16.5M |
| Waratah Capital Advisors Ltd. | 1.12% | Add +64.8% | 195,445 | $16.5M |
| Woodline Partners LP | 0.09% | Reduce -19.5% | 194,046 | $16.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -48.2% | 187,880 | $15.8M |
| Cubist Systematic Strategies, LLC | 0.17% | New | 186,373 | $15.7M |
| Swiss National Bank | 0.01% | Add +6.1% | 176,600 | $14.9M |
| Sei Investments Co. | 0.02% | Add +83.7% | 168,751 | $14.2M |
| Artisan Partners Limited Partnership | 0.02% | New | 165,462 | $13.9M |
| Legal & General Group Plc | 0.00% | Add +7.7% | 151,349 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +192.6% | 141,106 | $11.9M |
| Focus Partners Wealth | 0.03% | Reduce -10.6% | 139,920 | $11.8M |
| Artemis Investment Management LLP | 0.15% | New | 134,089 | $11.3M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +3094.1% | 131,692 | $11.1M |
| Marshall Wace, LLP | 0.01% | Add +412.3% | 123,087 | $10.4M |
| Nepsis Inc. | 2.87% | Reduce -9.4% | 122,413 | $10.3M |
| California Public Employees Retirement System | 0.01% | Reduce -3.4% | 122,141 | $10.3M |
| Invesco Ltd. | 0.00% | Reduce -85.3% | 120,878 | $10.2M |
| Jefferies Financial Group Inc. | 0.18% | Add +559.3% | 120,809 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -82.6% | 113,910 | $9.6M |
| Trexquant Investment LP | 0.10% | Reduce -40.4% | 106,128 | $8.9M |
| Retirement Systems of Alabama | 0.03% | Add +1.6% | 100,367 | $8.5M |
| Agf Management Ltd. | 0.04% | Reduce -4.1% | 94,325 | $7.9M |
| Engineers Gate Manager LP | 0.09% | Add +67.8% | 90,192 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Add +117.5% | 88,980 | $7.5M |
| CW Advisors, LLC | 0.07% | New | 87,383 | $7.4M |
| California State Teachers Retirement System | 0.01% | Add +10.3% | 87,282 | $7.4M |
| Freestone Grove Partners LP | 0.06% | New | 86,839 | $7.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +28.1% | 86,106 | $7.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +17.9% | 84,401 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +15.4% | 77,745 | $6.5M |
| MAI Capital Management | 0.04% | Reduce -0.2% | 76,538 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +23.1% | 75,775 | $6.4M |
| Trillium Asset Management, LLC | 0.17% | Add +48.4% | 74,987 | $6.3M |
| Renaissance Capital LLC | 4.35% | Reduce -3.7% | 74,079 | $6.2M |
| Hantz Financial Services, Inc. | 0.10% | Add +1846775.0% | 73,875 | $6.2M |
| Bank of Montreal | 0.00% | Add +259.9% | 70,511 | $5.9M |
| Lighthouse Investment Partners, LLC | 0.25% | Add +75.8% | 68,682 | $5.8M |
| Royal Fund Management, LLC | 0.61% | New | 68,300 | $5.8M |
| Van Eck Associates Corp. | 0.01% | Add +3072.6% | 67,164 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.6% | 66,264 | $5.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -95.9% | 65,180 | $5.5M |
| Nemes Rush Group LLC | 0.60% | Add +23.4% | 64,942 | $5.5M |
| Allianz Asset Management GmbH | 0.01% | Add +72.5% | 63,316 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +396.5% | 62,960 | $5.3M |
| Group One Trading LLC | 0.17% | Add +429.9% | 62,726 | $5.3M |
| Magnetar Financial LLC | 0.03% | New | 62,218 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.5% | 59,552 | $5.2M |
| Equitable Holdings, Inc. | 0.04% | Reduce -0.8% | 61,025 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +17.2% | 60,941 | $5.1M |
| PDT Partners, LLC | 0.28% | Reduce -37.3% | 58,327 | $4.9M |
| Capital Fund Management S.A. | 0.05% | Reduce -38.2% | 58,261 | $4.9M |
| Millennium Management | 0.00% | Reduce -85.5% | 57,059 | $4.8M |
| Sovran Advisors, LLC | 0.50% | Add +15.5% | 54,496 | $4.8M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Reduce -42.4% | 56,242 | $4.7M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -5.5% | 54,736 | $4.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.3% | 53,887 | $4.5M |
| Verition Fund Management LLC | 0.03% | Reduce -38.5% | 53,516 | $4.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.2% | 51,517 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -20.1% | 51,088 | $4.3M |
| Cetera Investment Advisers | 0.01% | Reduce -34.9% | 50,566 | $4.3M |
| JW Asset Management, LLC | 2.08% | No change | 50,000 | $4.2M |
| Prudential Financial Inc. | 0.01% | Reduce -78.8% | 31,265 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Add +1.4% | 49,055 | $4.1M |
| Osterweis Capital Management Inc. | 0.26% | New | 48,840 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Add +12.0% | 48,803 | $4.1M |
| Independent Advisor Alliance | 0.12% | Add +30.7% | 48,058 | $4.0M |
| Barclays PLC | 0.00% | Add +0.9% | 47,317 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +35.0% | 46,615 | $3.9M |
| CHURCHILL MANAGEMENT Corp | 0.04% | Reduce -1.9% | 45,373 | $3.8M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | New | 45,185 | $3.8M |
| Wesbanco Bank Inc. | 0.11% | Add +96.1% | 45,100 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.7% | 42,996 | $3.6M |
| Xcel Wealth Management, LLC | 1.04% | Add +95.5% | 42,750 | $3.6M |
| Wellington Management Group LLP | 0.00% | Reduce -5.0% | 42,501 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.1% | 41,712 | $3.5M |
| ExodusPoint Capital Management, LP | 0.04% | New | 41,117 | $3.5M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.2% | 40,838 | $3.4M |
| Amalgamated Bank | 0.03% | Add +4.9% | 40,772 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -30.0% | 40,200 | $3.4M |
| Intech Investment Management LLC | 0.03% | Reduce -0.6% | 40,165 | $3.4M |
| Comerica Bank | 0.01% | Add +6.3% | 39,660 | $3.3M |
| Man Group plc | 0.01% | Add +44.6% | 38,831 | $3.3M |
| Algert Global LLC | 0.07% | Add +14.7% | 38,021 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +39.0% | 37,969 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -20.0% | 37,932 | $3.2M |
| New York State Teachers Retirement System | 0.01% | Add +204.3% | 37,682 | $3.2M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -83.3% | 37,500 | $3.2M |
| Brevan Howard Capital Management LP | 0.03% | New | 36,745 | $3.1M |
| Jane Street Group, LLC | 0.01% | Add +233.3% | 36,192 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.3% | 35,271 | $3.0M |
| Dupree Financial Group, LLC | 1.16% | Add +70.5% | 34,957 | $2.9M |
| Graham Capital Management, L.P. | 0.09% | Reduce -36.8% | 34,752 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +0.5% | 34,342 | $2.9M |
| Nordea Investment Management AB | 0.00% | Add +79.8% | 33,304 | $2.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -39.6% | 32,873 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +6.6% | 32,478 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +8.0% | 32,198 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.5% | 31,800 | $2.7M |
| Atom Investors LP | 0.24% | New | 31,689 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +22.8% | 30,980 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -71.2% | 30,752 | $2.6M |
| IMC-Chicago, LLC | 0.06% | New | 30,653 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +12.0% | 30,347 | $2.6M |
| Belmont Capital, LLC | 0.38% | No change | 30,000 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +21.6% | 29,800 | $2.5M |
| Aigen Investment Management, LP | 0.34% | New | 29,514 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +65.3% | 29,067 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.2% | 27,787 | $2.3M |
| CWA Asset Management Group, LLC | 0.10% | Add +44.9% | 27,628 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +9.5% | 26,987 | $2.3M |
| Dakota Wealth Management | 0.05% | Add +2.5% | 26,434 | $2.2M |
| Primecap Management Co. | 0.00% | New | 26,300 | $2.2M |
| Riverview Capital Advisers, LLC | 0.62% | No change | 25,772 | $2.2M |
| Robbins Farley | 1.00% | Add +3.6% | 25,519 | $2.1M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -22.9% | 25,472 | $2.1M |
| Verde Capital Management | 0.53% | Add +18.4% | 25,278 | $2.1M |
| &partners | 0.02% | Add +42.6% | 25,218 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +64.8% | 25,032 | $2.1M |
| First Trust Advisors LP | 0.00% | Reduce -64.4% | 24,948 | $2.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +84.1% | 24,808 | $2.1M |
| Pitcairn Co. | 0.13% | Reduce -1.0% | 24,446 | $2.1M |
| Handelsbanken Fonder AB | 0.01% | Add +17.6% | 24,000 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +24.4% | 23,675 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +271.7% | 23,659 | $2.0M |
| Advisors Capital Management, LLC | 0.03% | Add +8.2% | 23,192 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +4.5% | 23,100 | $1.9M |
| Zions Bancorporation, National Association | 0.10% | New | 22,959 | $1.9M |
| Keebeck Wealth Management | 0.25% | No change | 22,680 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.2% | 22,547 | $1.9M |
| Sender Co & Partners, Inc. | 0.52% | Add +66.2% | 21,657 | $1.8M |
| AQR Capital Management | 0.00% | Reduce -46.2% | 21,803 | $1.8M |
| SummitTX Capital, L.P. | 0.08% | New | 21,579 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.5% | 21,099 | $1.8M |
| Bayesian Capital Management, LP | 0.28% | Add +508.7% | 20,701 | $1.7M |
| Gotham Asset Management | 0.01% | New | 20,209 | $1.7M |
| Schroder Investment Management Group | 0.00% | Reduce -62.1% | 20,146 | $1.7M |
| Mainstream Capital Management LLC | 1.22% | Add +4.3% | 19,866 | $1.7M |
| State of Michigan Retirement System | 0.01% | Add +2.6% | 19,700 | $1.7M |
| Afg Fiduciary Services Limited Partnership | 1.06% | Reduce -3.4% | 20,075 | $1.7M |
| Xponance LLC | 0.01% | Add +19.9% | 19,463 | $1.6M |
| Fieldview Capital Management, LLC | 0.24% | New | 18,970 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | Add +5.0% | 18,800 | $1.6M |
| Oracle Investment Management Inc. | 1.36% | No change | 18,600 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +49.3% | 18,593 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +329.3% | 18,373 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +1.5% | 18,334 | $1.5M |
| Twin Tree Management, LP | 0.04% | Add +8.1% | 17,921 | $1.5M |
| Wolverine Trading, LLC | 0.04% | Add +13.1% | 19,371 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.2% | 16,800 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 16,700 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | No change | 16,000 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.18% | New | 15,563 | $1.3M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -79.3% | 15,484 | $1.3M |
| DJE Kapital AG | 0.03% | New | 15,800 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +125.8% | 14,900 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +24.9% | 14,824 | $1.2M |
| Vienna Asset Management LLC | 0.85% | New | 14,668 | $1.2M |
| Miller Financial Services LLC | 1.56% | Add +10.7% | 14,491 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +6.5% | 14,302 | $1.2M |
| Teacher Retirement System of Texas | 0.01% | Add +11.9% | 14,021 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -0.1% | 13,847 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.6% | 13,636 | $1.1M |
| Virtu Financial LLC | 0.06% | Reduce -4.0% | 13,593 | $1.1M |
| HAP Trading, LLC | 0.49% | New | 13,340 | $1.1M |
| Uhlmann Price Securities, LLC | 0.77% | New | 12,862 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -39.0% | 12,666 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -33.7% | 12,650 | $1.1M |
| FORA Capital, LLC | 0.12% | New | 12,555 | $1.1M |
| Abn Amro Investment Solutions | 0.02% | Reduce -3.3% | 12,299 | $1.0M |
| Signal Advisors Wealth, LLC | 0.08% | New | 12,253 | $1.0M |
| Leibman Financial Services, Inc. | 0.79% | New | 12,229 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -35.8% | 12,127 | $1.0M |
| Emergent Wealth Advisors, LLC | 0.65% | Add +20.8% | 11,884 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.23% | New | 12,092 | $1.0M |
| Creative Planning | 0.00% | Reduce -16.1% | 11,746 | $989K |
| Econ Financial Services Corp | 0.49% | Add +49.8% | 11,408 | $961K |
| Axq Capital, LP | 0.30% | Add +219.9% | 11,120 | $937K |
| PFG Investments, LLC | 0.05% | Reduce -47.0% | 10,985 | $925K |
| Cim, LLC | 0.12% | Add +10.9% | 10,815 | $911K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +98.6% | 10,795 | $909K |
| New York Life Investment Management LLC | 0.01% | Reduce -1.4% | 10,438 | $879K |
| Bridgefront Capital, LLC | 0.23% | Add +61.4% | 10,273 | $865K |
| Joule Financial, LLC | 0.28% | New | 10,096 | $850K |
| Jones Financial Companies LLLP | 0.00% | Add +42.1% | 10,592 | $825K |
| Blueshift Asset Management, LLC | 0.25% | Reduce -24.9% | 9,664 | $814K |
| Twin Capital Management Inc. | 0.08% | Add +2.2% | 9,485 | $799K |
| Navellier & Associates Inc. | 0.10% | Reduce -2.6% | 9,379 | $790K |
| Spire Wealth Management | 0.03% | Reduce -7.8% | 9,241 | $778K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.0% | 9,240 | $778K |
| HighPoint Advisor Group LLC | 0.04% | Add +24.1% | 9,191 | $774K |
| US Bancorp \de | 0.00% | Add +137.5% | 9,135 | $769K |
| StoneX Group Inc. | 0.04% | New | 9,115 | $768K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +44.8% | 9,056 | $763K |
| MML Investors Services, LLC | 0.00% | Add +19.3% | 9,043 | $762K |
| Quadcap Wealth Management, LLC | 0.10% | Add +1.4% | 8,966 | $755K |
| Nicollet Investment Management, Inc. | 0.25% | Reduce -4.5% | 8,872 | $747K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,850 | $745K |
| Liberty One Investment Management, LLC | 0.07% | Add +14.7% | 8,527 | $718K |
| Retirement Planning Group, LLC | 0.03% | Add +0.1% | 8,417 | $709K |
| Composition Wealth, LLC | 0.01% | Add +0.5% | 8,284 | $698K |
| Perbak Capital Partners LLP | 0.16% | New | 8,189 | $690K |
| PNC Financial Services Group, Inc. | 0.00% | Add +48.2% | 8,089 | $681K |
| Maverick Capital | 0.01% | Reduce -87.2% | 7,954 | $670K |
| OneAscent Financial Services LLC | 0.05% | New | 7,840 | $660K |
| LGT Group Foundation | 0.01% | Reduce -17.8% | 7,783 | $656K |
| Diversified Trust Co. | 0.01% | Add +106.9% | 7,742 | $652K |
| Scotia Capital Inc. | 0.00% | Add +100.0% | 7,737 | $652K |
| Defender Capital, LLC. | 0.22% | New | 7,700 | $649K |
| Parkside Investments, LLC | 0.09% | No change | 7,500 | $632K |
| Mercer Global Advisors Inc. | 0.00% | Add +159.9% | 7,139 | $601K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +137.4% | 6,952 | $598K |
| Strategic Blueprint, LLC | 0.03% | Add +9.4% | 6,956 | $586K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -23.9% | 6,952 | $586K |
| Callan Family Office, LLC | 0.02% | New | 6,938 | $584K |
| Captrust Financial Advisors | 0.00% | Reduce -19.9% | 6,931 | $584K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +131.1% | 6,881 | $580K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 6,776 | $571K |
| Sowell Financial Services LLC | 0.02% | Reduce -15.0% | 6,683 | $563K |
| Synovus Financial Corp. | 0.01% | Reduce -0.1% | 6,659 | $561K |
| Walleye Capital LLC | 0.01% | Add +119.3% | 6,612 | $557K |
| Tudor Investment Corporation | 0.00% | New | 6,584 | $555K |
| Norden Group LLC | 0.06% | New | 6,514 | $549K |
| Keybank National Association | 0.00% | New | 6,442 | $543K |
| Pathstone Holdings, LLC | 0.00% | Add +64.6% | 6,371 | $537K |
| Magnus Financial Group LLC | 0.05% | Reduce -0.2% | 6,301 | $531K |
| Bridgewater Associates | 0.00% | Reduce -21.2% | 6,248 | $526K |
| Modus Advisors, LLC | 0.16% | Add +1.6% | 6,211 | $523K |
| Financial Advocates Investment Management | 0.04% | Add +30.9% | 6,209 | $523K |
| Securian Asset Management, Inc. | 0.01% | No change | 6,188 | $521K |
| Independent Financial Group, LLC | 0.01% | New | 6,158 | $519K |
| Corient Private Wealth LP | 0.00% | Reduce -18.4% | 6,120 | $515K |
| Howard Financial Services, LTD. | 0.07% | Reduce -1.8% | 6,085 | $513K |
| Thoma Capital Management LLC | 0.32% | Add +95.9% | 6,047 | $509K |
| Lewis Asset Management, LLC | 0.24% | New | 5,985 | $504K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.9% | 5,894 | $496K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.6% | 5,893 | $496K |
| D.B. Root & Company, LLC | 0.14% | Reduce -3.0% | 5,820 | $490K |
| Deutsche Bank AG | 0.00% | Reduce -92.1% | 5,794 | $488K |
| Baldwin Investment Management, LLC | 0.06% | Add +42.3% | 5,729 | $483K |
| M&T Bank Corp | 0.00% | Reduce -28.2% | 5,713 | $481K |
| Trust Investment Advisors | 0.29% | Reduce -4.0% | 5,693 | $480K |
| Natural Investments, LLC | 0.12% | Reduce -2.7% | 5,627 | $473K |
| Blue Chip Partners, LLC | 0.04% | Add +69.5% | 5,542 | $467K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +31.3% | 5,515 | $465K |
| Quadrant Capital Group LLC | 0.02% | Add +10096.3% | 5,506 | $464K |
| Global Retirement Partners, LLC | 0.01% | — | 5,493 | $463K |
| Gilbert & Cook, Inc. | 0.06% | New | 5,488 | $462K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -0.4% | 5,420 | $457K |
| Godshalk Welsh Capital Management, Inc. | 0.28% | No change | 5,375 | $453K |
| Utah Retirement Systems | 0.00% | Add +28.6% | 5,274 | $444K |
| Prospect Financial Services LLC | 0.28% | Add +116.8% | 5,268 | $444K |
| S.A. Mason LLC | 0.21% | Add +0.7% | 5,262 | $443K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -95.9% | 5,175 | $436K |
| Gsa Capital Partners LLP | 0.03% | New | 4,976 | $419K |
| Emerald Advisers, LLC | 0.02% | New | 4,898 | $413K |
| PEAK6 LLC | 0.01% | New | 4,893 | $412K |
| Sig Brokerage, LP | 0.11% | New | 4,870 | $410K |
| Maryland State Retirement & Pension System | 0.01% | Add +37.5% | 4,850 | $409K |
| Victrix Investment Advisors | 0.18% | Add +27.4% | 4,762 | $401K |
| Inspire Advisors, LLC | 0.04% | Add +0.1% | 4,694 | $395K |
| Perigon Wealth Management, LLC | 0.01% | Add +23.4% | 4,669 | $393K |
| Draper Asset Management, LLC | 0.26% | New | 5,003 | $390K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.6% | 4,445 | $374K |
| Sentry Investment Management LLC | 0.21% | Add +10.6% | 4,272 | $374K |
| Smith, Moore & Co. | 0.03% | Add +11.6% | 4,347 | $366K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +14.8% | 4,318 | $364K |
| Portside Wealth Group, LLC | 0.05% | New | 4,275 | $360K |
| DMC Group, LLC | 0.28% | Reduce -2.6% | 4,274 | $360K |
| Ridgewood Investments LLC | 0.15% | Add +20.6% | 4,245 | $358K |
| Leonteq Securities AG | 0.02% | Add +43.1% | 4,244 | $357K |
| Summit Financial Wealth Advisors, LLC | 0.06% | New | 4,225 | $356K |
| Investment Partners, LTD. | 0.13% | Add +23.2% | 4,223 | $356K |
| Lombard Odier Asset Management (USA) Corp | 0.11% | New | 4,168 | $351K |
| First National Trust Co | 0.01% | New | 4,100 | $345K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +44.1% | 4,013 | $338K |
| SG Americas Securities, LLC | 0.00% | Reduce -98.2% | 4,009 | $338K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -36.3% | 3,977 | $335K |
| Zevenbergen Capital Investments LLC | 0.01% | New | 3,975 | $335K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +27.1% | 3,965 | $334K |
| Mgo One Seven LLC | 0.01% | New | 3,932 | $331K |
| Cibc World Market Inc. | 0.00% | Add +26.8% | 3,799 | $320K |
| Mutual Advisors, LLC | 0.01% | New | 3,599 | $317K |
| Lido Advisors, LLC | 0.00% | New | 3,753 | $316K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -26.7% | 3,736 | $315K |
| Greenwood Capital Associates LLC | 0.04% | New | 3,719 | $313K |
| Tufton Capital Management | 0.06% | Add +34.2% | 3,725 | $313K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,689 | $311K |
| Wealthfront Advisers LLC | 0.00% | New | 3,685 | $310K |
| ProShare Advisors LLC | 0.00% | Add +5.1% | 3,640 | $307K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,633 | $306K |
| Cwm, LLC | 0.00% | Add +94.6% | 3,616 | $305K |
| Capital World Investors | 0.00% | New | 3,618 | $305K |
| RMR Wealth Builders | 0.03% | Add +23.8% | 3,562 | $300K |
| Rakuten Securities, Inc. | 0.12% | Add +34.2% | 3,553 | $299K |
| Legacy Wealth Asset Management, LLC | 0.08% | New | 3,538 | $298K |
| CIBC Asset Management Inc | 0.00% | No change | 3,537 | $298K |
| Chokshi & Queen Wealth Advisors, Inc | 0.17% | New | 3,500 | $295K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +8.1% | 3,452 | $290K |
| Nwam LLC | 0.02% | New | 3,389 | $289K |
| Jackson Square Capital, LLC | 0.06% | Reduce -86.6% | 3,351 | $282K |
| Paragon Private Wealth Management, LLC | 0.11% | Add +6.3% | 3,350 | $282K |
| FNY Investment Advisers, LLC | 0.12% | Add +70.0% | 3,343 | $281K |
| Diametric Capital, LP | 0.15% | New | 3,335 | $281K |
| HUB Investment Partners, LLC | 0.01% | Add +21.1% | 3,330 | $280K |
| World Investment Advisors | 0.01% | Reduce -7.8% | 3,285 | $277K |
| Citadel Advisors | 0.00% | Reduce -84.4% | 3,283 | $277K |
| Wexford Capital LP | 0.08% | New | 3,247 | $273K |
| Lecap Asset Management Ltd. | 0.10% | New | 3,239 | $273K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,190 | $269K |
| Farther Finance Advisors, LLC | 0.01% | Add +44.7% | 3,141 | $265K |
| Quantum Private Wealth, LLC | 0.08% | New | 3,087 | $260K |
| AlphaQuest LLC | 0.03% | Add +58.8% | 3,053 | $257K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 3,017 | $254K |
| Azzad Asset Management Inc. | 0.03% | New | 3,000 | $253K |
| Brown Advisory Inc. | 0.00% | Add +9.3% | 2,979 | $251K |
| Piar LLC | 0.28% | No change | 2,875 | $248K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.7% | 2,918 | $246K |
| McDonough Capital Management, Inc | 0.14% | Add +4.7% | 2,910 | $245K |
| Thompson Davis & Co., Inc. | 0.17% | New | 2,900 | $244K |
| Park Avenue Securities LLC | 0.00% | New | 2,891 | $244K |
| Alliance Wealth Advisors, LLC | 0.06% | New | 2,886 | $243K |
| Shelton Capital Management | 0.01% | New | 2,885 | $243K |
| OP Asset Management Ltd | 0.00% | Reduce -41.2% | 2,867 | $241K |
| Raab & Moskowitz Asset Management LLC | 0.06% | New | 2,848 | $240K |
| Quantinno Capital Management LP | 0.00% | Reduce -38.1% | 2,814 | $237K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +5.6% | 2,810 | $237K |
| Arista Wealth Management, LLC | 0.03% | New | 2,770 | $233K |
| Granite Bay Wealth Management, LLC | 0.07% | New | 2,750 | $232K |
| Waverly Advisors, LLC | 0.00% | New | 2,684 | $226K |
| Nautilus Advisors LLC | 0.17% | Add +7.5% | 2,673 | $225K |
| Dearborn Partners LLC | 0.01% | Add +8.2% | 2,649 | $223K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -14.0% | 2,640 | $222K |
| Prelude Capital Management, LLC | 0.02% | Reduce -54.0% | 2,619 | $221K |
| Mitchell Capital Management Co. | 0.04% | No change | 2,525 | $221K |
| Sigma Planning Corp | 0.01% | New | 2,589 | $218K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 2,584 | $218K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 2,549 | $215K |
| Jump Financial, LLC | 0.00% | New | 2,549 | $215K |
| KBC Group NV | 0.00% | Reduce -26.3% | 2,531 | $213K |
| Bingham Private Wealth, LLC | 0.20% | Reduce -4.2% | 2,524 | $213K |
| Eventide Asset Management, LLC | 0.00% | New | 2,710 | $212K |
| Townsquare Capital LLC | 0.02% | Reduce -50.7% | 2,445 | $206K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,412 | $203K |
| Atria Investments, Inc | 0.00% | New | 2,393 | $202K |
| STRS Ohio | 0.00% | Reduce -73.1% | 2,385 | $201K |
| Covestor Ltd | 0.11% | Add +18.3% | 2,229 | $188K |
| Rexford Capital Inc. | 0.16% | — | 2,224 | $187K |
| Harbour Investments, Inc. | 0.00% | Add +135.5% | 2,108 | $178K |
| IFP Advisors, Inc | 0.01% | Reduce -54.2% | 2,078 | $175K |
| Rossby Financial, LCC | 0.06% | Add +32.3% | 2,050 | $173K |
| AdvisorNet Financial, Inc | 0.01% | Add +58.9% | 1,951 | $164K |
| Nvwm, LLC | 0.04% | Add +7265.4% | 1,915 | $161K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 2,055 | $160K |
| Bogart Wealth, LLC | 0.01% | Add +3.9% | 1,690 | $142K |
| Hollencrest Capital Management | 0.01% | Add +127.6% | 1,516 | $128K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,500 | $126K |
| GAMMA Investing LLC | 0.01% | Add +68.7% | 1,441 | $121K |
| NFSG Corp | 0.02% | Add +99.3% | 1,435 | $121K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.5% | 1,139 | $96K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -38.8% | 1,131 | $95K |
| Geneos Wealth Management Inc. | 0.00% | Add +87.9% | 1,088 | $92K |
| Clearstead Advisors, LLC | 0.00% | Add +6.5% | 1,073 | $90K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $84K |
| Tsfg, LLC | 0.01% | Add +19.1% | 937 | $79K |
| UMB Bank, n.a. | 0.00% | Add +338.9% | 834 | $70K |
| Brooklyn Investment Group | 0.01% | Add +95.8% | 787 | $66K |
| Signaturefd, LLC | 0.00% | Reduce -4.8% | 746 | $63K |
| Horizon Investments, LLC | 0.00% | Add +44.1% | 703 | $59K |
| Park Place Capital Corp | 0.01% | New | 685 | $56K |
| Principal Securities, Inc. | 0.00% | Add +45.2% | 633 | $53K |
| Whipplewood Advisors, LLC | 0.03% | Add +380.8% | 601 | $51K |
| Arax Advisory Partners | 0.00% | Add +28.3% | 598 | $50K |
| Centricity Wealth Management, LLC | 0.04% | No change | 585 | $49K |
| Larson Financial Group LLC | 0.00% | Add +102.1% | 582 | $49K |
| Sunbelt Securities, Inc. | 0.00% | No change | 400 | $45K |
| West Oak Capital, LLC | 0.02% | No change | 536 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | New | 534 | $45K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.4% | 532 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +17.8% | 530 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -9.3% | 535 | $44K |
| LRI Investments, LLC | 0.00% | Reduce -51.4% | 512 | $43K |
| Burkett Financial Services, LLC | 0.02% | No change | 500 | $42K |
| Whittier Trust Co. | 0.00% | Add +60.9% | 457 | $38K |
| Fifth Third Bancorp | 0.00% | New | 452 | $38K |
| Golden State Wealth Management, LLC | 0.00% | No change | 420 | $35K |
| AdvisorShares Investments LLC | 0.01% | Reduce -65.3% | 409 | $34K |
| ORG Partners LLC | 0.01% | No change | 400 | $33K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.0% | 381 | $32K |
| First Horizon Advisors, Inc. | 0.00% | Add +30.5% | 372 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | New | 370 | $31K |
| Huntington National Bank | 0.00% | Reduce -13.4% | 367 | $31K |
| Dagco, Inc. | 0.01% | No change | 310 | $26K |
| Vision Financial Markets LLC | 0.02% | No change | 300 | $25K |
| Stone House Investment Management, LLC | 0.00% | Add +625.0% | 290 | $24K |
| Allworth Financial LP | 0.00% | Reduce -17.7% | 279 | $24K |
| State of Wyoming | 0.00% | Reduce -86.2% | 279 | $24K |
| Ancora Advisors LLC | 0.00% | New | 266 | $22K |
| National Bank of Canada | 0.00% | Reduce -51.7% | 243 | $20K |
| Optiver Holding B.V. | 0.00% | Add +5.2% | 222 | $19K |
| Alpine Bank Wealth Management | 0.00% | No change | 209 | $18K |
| Colonial Trust Co / SC | 0.00% | Add +6.7% | 191 | $16K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 188 | $16K |
| CI Investments Inc. | 0.00% | Reduce -5.0% | 170 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +64.0% | 164 | $14K |
| Peregrine Capital Management LLC | 0.00% | No change | 160 | $13K |
| Versant Capital Management, Inc | 0.00% | Reduce -57.0% | 154 | $13K |
| CNB Bank | 0.01% | No change | 153 | $13K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.5% | 153 | $13K |
| Chung Wu Investment Group, LLC | 0.01% | New | 150 | $13K |
| Bfsg, LLC | 0.00% | No change | 150 | $13K |
| Blue Trust, Inc. | 0.00% | Reduce -41.7% | 127 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -23.3% | 125 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 125 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 115 | $10K |
| SouthState Bank Corp | 0.00% | Reduce -12.7% | 110 | $9K |
| Putney Financial Group LLC | 0.01% | Add +179.5% | 109 | $9K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -48.3% | 107 | $9K |
| Concord Wealth Partners | 0.00% | No change | 105 | $9K |
| Assetmark, Inc. | 0.00% | Reduce -2.9% | 101 | $9K |
| Bulwark Capital Corp | 0.01% | — | 100 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 100 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +9300.0% | 94 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -36.8% | 96 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Add +2250.0% | 94 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 90 | $8K |
| North Star Investment Management Corp. | 0.00% | Reduce -79.2% | 83 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | New | 82 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -41.4% | 82 | $7K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -59.9% | 67 | $6K |
| Dogwood Wealth Management LLC | 0.00% | New | 63 | $6K |
| TD Private Client Wealth LLC | 0.00% | Add +38.3% | 65 | $5K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 65 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +785.7% | 62 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -17.6% | 61 | $5K |
| MV Capital Management, Inc. | 0.00% | Reduce -1.6% | 60 | $5K |
| Bessemer Group Inc. | 0.00% | New | 63 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -82.5% | 58 | $5K |
| Quarry LP | 0.00% | New | 55 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +18.2% | 52 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 50 | $4K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 50 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 50 | $4K |
| MCF Advisors LLC | 0.00% | No change | 45 | $4K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 40 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 40 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Add +56.0% | 39 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 39 | $3K |
| Private Trust Co. NA | 0.00% | Add +39.3% | 39 | $3K |
| Binnacle Investments Inc | 0.00% | Reduce -12.2% | 36 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 36 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 35 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +100.0% | 30 | $3K |
| Financial Management Professionals, Inc. | 0.00% | New | 27 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +13.0% | 26 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2000.0% | 21 | $2K |
| North Capital, Inc. | 0.00% | No change | 18 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -67.9% | 17 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +70.0% | 17 | $1K |
| Quaker Wealth Management, LLC | 0.00% | — | 15 | $1K |
| CVA Family Office, LLC | 0.00% | Reduce -28.6% | 15 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 15 | $1K |
| NewSquare Capital LLC | 0.00% | New | 14 | $1K |
| NBT Bank, N.A. | 0.00% | No change | 13 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 6 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $927 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $843 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 10 | $843 |
| Cromwell Holdings LLC | 0.00% | New | 10 | $842 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $842 |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 10 | $842 |
| Sound Income Strategies, LLC | 0.00% | No change | 10 | $842 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 9 | $759 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 9 | $758 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 8 | $676 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 8 | $674 |
| Bokf, NA | 0.00% | No change | 7 | $590 |
| True Wealth Design, LLC | 0.00% | Reduce -85.7% | 2 | $169 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $169 |
| Trifecta Capital Advisors, LLC | 0.00% | New | 2 | $169 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $84 |
| Hemington Wealth Management | 0.00% | Reduce -90.9% | 1 | $0 |
"% of holder's portfolio" is CAVA's weight in each manager's 13F, not the share of Cava Group Inc. the manager owns.