Cavco IndustriesCVCO

13F holders, Q2 2025 (June 30)
314holders −20
40new positions
55sold out
9famous investors
$434.51avg. 13F price*

At the end of Q2 2025, 314 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, down 20 from Q1 2025. 40 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($519.8M), Vanguard Group Inc. ($349.3M) and Capital World Investors ($277.8M). 9 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Cavco Industries Inc.
CUSIP
149568107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 262Q1 2024Q2 2024: 271Q2 2024Q3 2024: 292Q3 2024Q4 2024: 298Q4 2024Q1 2025: 334Q1 2025Q2 2025: 314Q2 2025Q3 2025: 325Q3 2025Q4 2025: 354Q4 2025Q1 2026: 346Q1 2026Q2 2026: 360Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions40$31.1M
Exits55$157.7M

All 13F filers, Q1 2025 → Q2 2025: 786,475 shares bought and 864,333 shares sold, net −77,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

BlackRock, Inc. 0.01% Reduce -4.8% 1,196,525 $519.8M
Vanguard Group Inc. 0.01% Add +3.8% 804,106 $349.3M
Capital World Investors 0.04% Add +0.1% 639,505 $277.8M
FMR LLC 0.01% Add +49.1% 506,703 $220.1M
State Street Corp. 0.01% Add +6.1% 380,682 $165.4M
Dimensional Fund Advisors LP 0.02% Reduce -19.7% 230,466 $100.1M
Geode Capital Management, LLC 0.01% Reduce -1.0% 227,927 $99.0M
Boston Partners 0.10% Add +5371.3% 201,947 $87.8M
Broad Bay Capital Management, LP 10.38% Reduce -4.7% 169,855 $73.8M
GW&K Investment Management, LLC 0.64% Reduce -13.0% 165,526 $71.9M
Boston Trust Walden Corp 0.51% Reduce -14.9% 163,206 $70.9M
Ameriprise Financial Inc. 0.02% Reduce -6.2% 146,073 $63.5M
Schroder Investment Management Group 0.05% Add +77.0% 130,106 $56.5M
Invesco Ltd. 0.01% Reduce -33.8% 129,827 $56.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.4% 103,483 $45.0M
T. Rowe Price Associates Inc. 0.01% Add +0.3% 101,233 $44.0M
GAMCO Investors 0.43% Reduce -2.6% 99,383 $43.2M
Northern Trust Corp. 0.01% Reduce -5.3% 84,937 $36.9M
Handelsbanken Fonder AB 0.12% Add +41.1% 76,586 $33.3M
Janus Henderson Group PLC 0.02% Reduce -17.3% 72,609 $31.5M
Morgan Stanley 0.00% Reduce -13.7% 68,711 $29.9M
Bank of New York Mellon Corp 0.01% Add +14.1% 63,967 $27.8M
Ashford Capital Management Inc. 2.81% Reduce -0.9% 54,973 $23.9M
Bessemer Group Inc. 0.04% Add +4.7% 54,618 $23.7M
Loomis Sayles & Co. L P 0.03% Reduce -2.5% 52,726 $22.9M
Gabelli Funds LLC 0.15% Reduce -9.4% 49,180 $21.4M
Cannell Capital LLC 6.44% Reduce -6.1% 47,448 $20.6M
Punch & Associates Investment Management, Inc. 1.16% Add +0.4% 42,675 $18.5M
Principal Financial Group Inc. 0.01% Reduce -1.7% 42,048 $18.3M
Royce & Associates LP 0.17% Reduce -2.4% 37,224 $16.2M
Robotti Robert 2.64% Reduce -10.4% 36,162 $15.7M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -2.4% 33,790 $14.7M
Public Sector Pension Investment Board 0.06% Add +5.6% 30,395 $13.2M
First Sabrepoint Capital Management LP 5.58% Add +100.0% 30,000 $13.0M
Cerity Partners LLC 0.02% Reduce -2.6% 29,748 $12.9M
Goldman Sachs Group Inc. 0.00% Reduce -9.0% 29,605 $12.9M
Neumeier Poma Investment Counsel LLC 1.17% Reduce -35.7% 28,816 $12.5M
Envestnet Asset Management Inc. 0.00% Reduce -13.5% 27,963 $12.1M
Fisher Asset Management 0.00% Reduce -61.8% 27,682 $12.0M
Man Group plc 0.03% Add +297.2% 26,647 $11.6M
Bank of America Corp. 0.00% Add +46.9% 26,264 $11.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +37.4% 24,554 $10.7M
Harbor Capital Advisors, Inc. 0.43% Add +3.9% 23,791 $10.3M
Jump Financial, LLC 0.13% Add +3047.3% 23,070 $10.0M
Rhumbline Advisers 0.01% Reduce -1.3% 22,918 $10.0M
Robeco Schweiz AG 0.23% Reduce -10.3% 22,700 $9.9M
Capital Research Global Investors 0.00% No change 22,104 $9.6M
Neuberger Berman Group LLC 0.01% Add +3.7% 22,088 $9.6M
Legal & General Group Plc 0.00% Add +2.0% 21,817 $9.5M
Voloridge Investment Management, LLC 0.03% New 21,654 $9.4M
Barclays PLC 0.00% Add +32.3% 21,639 $9.4M
Qube Research & Technologies Ltd 0.01% Add +600.7% 20,810 $9.0M
EULAV Asset Management 0.21% No change 20,800 $9.0M
Balyasny Asset Management L.P. 0.02% Add +2207.4% 19,544 $8.5M
Nuveen, LLC 0.00% Reduce -17.9% 18,551 $8.1M
JPMorgan Chase & Co. 0.00% Reduce -38.9% 18,363 $8.0M
Royal Bank of Canada 0.00% Reduce -5.2% 17,963 $7.8M
UBS Group AG 0.00% Reduce -12.5% 17,829 $7.7M
Citigroup Inc. 0.01% Reduce -11.1% 17,610 $7.7M
Citadel Advisors 0.01% Add +50.1% 17,290 $7.5M
Raymond James Financial Inc. 0.00% Add +31.5% 16,507 $7.2M
Allianz Asset Management GmbH 0.01% Add +10.9% 16,306 $7.1M
Teacher Retirement System of Texas 0.03% Add +244.7% 15,479 $6.7M
Kennedy Capital Management LLC 0.16% Reduce -2.6% 15,403 $6.7M
Norges Bank 0.00% Add +4.8% 14,528 $6.3M
Swiss National Bank 0.00% Reduce -2.7% 14,500 $6.3M
Aviance Capital Partners, LLC 0.78% Reduce -0.3% 13,718 $6.0M
Westbourne Investment Advisors, Inc. 1.74% Add +1.9% 13,187 $5.7M
Renaissance Technologies 0.01% Add +433.2% 12,509 $5.4M
Deutsche Bank AG 0.00% Reduce -12.2% 12,337 $5.4M
Franklin Resources Inc. 0.00% Add +11.8% 12,218 $5.3M
State of Wisconsin Investment Board 0.01% Add +33.9% 12,212 $5.3M
Ballast Asset Management, LP 2.75% Reduce -23.6% 12,158 $5.3M
Millennium Management 0.00% Reduce -70.0% 11,900 $5.2M
Russell Investments Group, Ltd. 0.01% Reduce -5.1% 11,647 $5.1M
Susquehanna International Group, LLP 0.01% Add +1.7% 11,455 $5.0M
Prelude Capital Management, LLC 0.48% Add +89.8% 11,430 $5.0M
Truist Financial Corp. 0.01% Reduce -9.8% 11,174 $4.9M
Marks Group Wealth Management, Inc 0.44% Reduce -0.1% 10,810 $4.7M
Trexquant Investment LP 0.05% Add +74.5% 10,306 $4.5M
Two Sigma Investments, LP 0.01% New 10,170 $4.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -24.4% 9,375 $4.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -45.7% 8,948 $3.9M
Alliancebernstein L.P. 0.00% Reduce -1.1% 8,906 $3.9M
Ancora Advisors LLC 0.08% Reduce -10.3% 8,880 $3.9M
Prudential Financial Inc. 0.01% Reduce -23.8% 8,320 $3.9M
Dark Forest Capital Management LP 0.15% Add +97.9% 8,785 $3.8M
Wells Fargo & Company 0.00% Add +4.7% 8,486 $3.7M
Watchman Group, Inc. 0.92% Reduce -0.3% 8,141 $3.5M
Crown Advisors Management, Inc. 2.77% Add +33.3% 8,000 $3.5M
American Century Companies Inc. 0.00% Reduce -26.3% 7,869 $3.4M
Quantedge Capital Pte Ltd 3.06% Reduce -26.0% 7,700 $3.3M
Confluence Investment Management LLC 0.05% Reduce -9.6% 7,558 $3.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.0% 7,510 $3.3M
California State Teachers Retirement System 0.00% Reduce -0.6% 6,878 $3.0M
Engineers Gate Manager LP 0.04% Add +44.8% 6,568 $2.9M
Jane Street Group, LLC 0.00% Reduce -68.9% 6,549 $2.8M
Rafferty Asset Management, LLC 0.01% Add +14.0% 6,503 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -20.1% 6,419 $2.8M
Nebula Research & Development LLC 0.23% Add +150.0% 6,293 $2.7M
First Trust Advisors LP 0.00% Reduce -17.9% 5,931 $2.6M
Voya Investment Management LLC 0.00% Reduce -1.8% 5,412 $2.4M
Assenagon Asset Management S.A. 0.00% Reduce -79.3% 5,379 $2.3M
Intech Investment Management LLC 0.02% Add +7.3% 5,314 $2.3M
Schonfeld Strategic Advisors LLC 0.02% Reduce -62.7% 5,303 $2.3M
Y-Intercept (Hong Kong) Ltd 0.06% New 5,246 $2.3M
Cannell & Spears LLC 0.04% Add +509.9% 4,824 $2.1M
Sei Investments Co. 0.00% Reduce -10.6% 4,781 $2.1M
State of Alaska, Department of Revenue 0.02% Add +7.4% 4,769 $2.1M
MetLife Investment Management, LLC 0.01% Reduce -1.7% 4,600 $2.0M
Illinois Municipal Retirement Fund 0.03% Add +4.2% 4,397 $1.9M
Anchor Capital Advisors LLC 0.05% Reduce -17.0% 4,226 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -12.8% 4,185 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -8.6% 4,103 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -11.4% 4,085 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -12.3% 4,065 $1.8M
NJ State Employees Deferred Compensation Plan 0.21% No change 4,000 $1.7M
State of New Jersey Common Pension Fund D 0.01% Add +1.1% 3,773 $1.6M
Vident Advisory, LLC 0.02% Add +476.6% 3,765 $1.6M
Twinbeech Capital LP 0.04% New 3,720 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.6% 3,700 $1.6M
State of Tennessee, Department of Treasury 0.01% Add +3.6% 3,647 $1.6M
Boothbay Fund Management, LLC 0.05% Add +81.9% 3,638 $1.6M
Victory Capital Management Inc. 0.00% Reduce -76.0% 3,585 $1.6M
Lazard Asset Management LLC 0.00% Add +2.2% 3,432 $1.5M
Comerica Bank 0.01% Reduce -2.6% 3,392 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -24.7% 3,328 $1.4M
D. E. Shaw & Co. 0.00% Add +373.3% 3,308 $1.4M
AlphaQuest LLC 0.14% Add +34.5% 3,269 $1.4M
XTX Topco Ltd 0.06% Add +257.3% 3,094 $1.3M
Centiva Capital, LP 0.09% New 3,050 $1.3M
Verition Fund Management LLC 0.01% Reduce -12.0% 3,025 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -0.1% 2,988 $1.3M
Ensign Peak Advisors, Inc 0.00% Reduce -7.9% 2,930 $1.3M
Caxton Associates LLP 0.03% New 2,850 $1.2M
Corient Private Wealth LP 0.00% Reduce -41.3% 2,780 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +146.3% 2,737 $1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +17.3% 2,712 $1.2M
Hunter Perkins Capital Management, LLC 0.28% Add +23.7% 2,700 $1.2M
LPL Financial LLC 0.00% Add +26.8% 2,697 $1.2M
New York State Common Retirement Fund 0.00% No change 2,671 $1.2M
Gotham Asset Management 0.01% New 2,661 $1.2M
AQR Capital Management 0.00% Reduce -15.9% 2,609 $1.1M
Creative Planning 0.00% Reduce -38.2% 2,605 $1.1M
STRS Ohio 0.00% Add +8.3% 2,600 $1.1M
New York State Teachers Retirement System 0.00% No change 2,586 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -57.7% 2,557 $1.1M
Cascade Investment Advisors, Inc. 0.70% New 2,527 $1.1M
Hudson Bay Capital Management LP 0.01% New 2,482 $1.1M
OP Asset Management Ltd 0.02% No change 2,426 $1.1M
Squarepoint Ops LLC 0.00% New 2,365 $1.0M
SkyView Investment Advisors, LLC 0.15% Add +2.6% 2,372 $1.0M
Maryland State Retirement & Pension System 0.02% No change 2,351 $1.0M
Bridgewater Associates 0.00% Add +343.9% 2,348 $1.0M
Amalgamated Bank 0.01% Add +0.0% 2,284 $992K
Sheets Smith Wealth Management 0.11% Add +2.0% 2,214 $962K
Arizona State Retirement System 0.01% Add +0.8% 2,214 $962K
Zacks Investment Management 0.01% Reduce -68.8% 2,177 $946K
OneDigital Investment Advisors LLC 0.01% Reduce -3.6% 2,148 $933K
Summit Global Investments 0.05% Add +304.6% 2,104 $914K
KLP Kapitalforvaltning As 0.00% Add +5.0% 2,100 $912K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.3% 2,057 $894K
Meeder Asset Management Inc. 0.05% Reduce -6.6% 2,005 $871K
PDT Partners, LLC 0.05% No change 1,843 $801K
Oregon Public Employees Retirement Fund 0.01% Add +2.2% 1,837 $798K
Horizon Investments, LLC 0.01% New 1,820 $791K
Two Sigma Advisers, LP 0.00% Add +260.0% 1,800 $782K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -1.3% 1,764 $766K
GTS Securities LLC 0.03% Add +298.6% 1,746 $759K
Mariner, LLC 0.00% Reduce -14.5% 1,735 $754K
SG Americas Securities, LLC 0.00% Add +9.3% 1,714 $745K
ProShare Advisors LLC 0.00% Reduce -9.6% 1,710 $743K
Susquehanna Portfolio Strategies, LLC 0.02% Add +325.0% 1,700 $739K
HighTower Advisors, LLC 0.00% Reduce -0.2% 1,568 $681K
Cresset Asset Management, LLC 0.00% Reduce -68.7% 1,556 $676K
Huntleigh Advisors, Inc. 0.13% Add +5.5% 1,548 $672K
Moran Wealth Management, LLC 0.02% Add +3.2% 1,475 $641K
US Bancorp \de 0.00% Reduce -17.9% 1,414 $614K
Headlands Technologies LLC 0.07% New 1,402 $609K
Amundi 0.00% Reduce -59.2% 1,325 $609K
Capstone Investment Advisors, LLC 0.01% New 1,384 $601K
Unique Wealth Strategies, LLC 0.25% New 1,371 $596K
Bank of Montreal 0.00% Add +0.4% 1,364 $593K
Praxis Investment Management Inc. 0.04% No change 1,330 $578K
Premier Fund Managers Ltd 0.02% No change 1,337 $575K
Polymer Capital Management (US) LLC 0.09% New 1,240 $539K
Pathstone Holdings, LLC 0.00% Reduce -11.5% 1,238 $538K
Wolverine Trading, LLC 0.01% Add +11.8% 1,217 $524K
Park Avenue Securities LLC 0.00% New 1,189 $517K
State of Wyoming 0.06% Reduce -69.9% 1,173 $510K
Mackenzie Financial Corp. 0.00% No change 1,164 $506K
Pictet Asset Management Holding SA 0.00% Reduce -2.9% 1,161 $504K
R Squared Ltd 0.28% New 1,150 $500K
Aristides Capital LLC 0.15% Reduce -32.2% 1,120 $487K
Holocene Advisors, LP 0.00% New 1,083 $470K
Captrust Financial Advisors 0.00% Reduce -6.2% 1,081 $470K
Regions Financial Corp. 0.00% Reduce -15.6% 1,079 $469K
Aviva PLC 0.00% Reduce -10.5% 1,062 $461K
Guidance Capital, Inc. 0.13% Add +4.0% 1,086 $459K
Mutual of America Capital Management LLC 0.00% Reduce -11.8% 1,029 $447K
Public Employees Retirement Association of Colorado 0.00% No change 979 $425K
Banque Pictet & Cie SA 0.00% Reduce -6.3% 962 $418K
HSBC Holdings PLC 0.00% Reduce -72.3% 949 $412K
Axq Capital, LP 0.13% New 946 $411K
Cibc World Markets Corp. 0.00% Reduce -47.3% 941 $409K
O'shaughnessy Asset Management, LLC 0.00% No change 929 $404K
MML Investors Services, LLC 0.00% Reduce -14.3% 925 $402K
Lakewood Asset Management LLC 0.26% Add +0.1% 899 $391K
Magnetar Financial LLC 0.00% Add +66.0% 898 $390K
NorthCrest Asset Manangement, LLC 0.01% Reduce -32.6% 840 $384K
Vestcor Inc 0.01% Add +97.0% 851 $370K
Nisa Investment Advisors, LLC 0.00% Reduce -5.8% 840 $365K
Stifel Financial Corp. 0.00% Reduce -11.5% 838 $364K
Quadrant Capital Group LLC 0.01% Reduce -6.2% 819 $356K
Cherry Creek Investment Advisors, Inc. 0.17% No change 810 $352K
Yorktown Management & Research Co Inc 0.33% No change 800 $348K
Moloney Securities Asset Management, LLC 0.04% Add +53.5% 795 $345K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.1% 780 $339K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 752 $327K
SummitTX Capital, L.P. 0.01% New 739 $321K
Zhang Financial LLC 0.01% New 738 $321K
Tower Research Capital LLC (TRC) 0.01% Add +3100.0% 736 $320K
Verus Capital Partners, LLC 0.03% Add +7.7% 711 $309K
Commonwealth Equity Services, LLC 0.00% Add +2.2% 696 $302K
HighPoint Advisor Group LLC 0.02% Reduce -11.4% 679 $295K
Brevan Howard Capital Management LP 0.00% Reduce -74.6% 646 $281K
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 612 $266K
Xponance LLC 0.00% Reduce -2.5% 594 $258K
Petrus Trust Company, LTA 0.03% New 577 $251K
Stephens Inc. 0.00% Reduce -10.3% 564 $245K
Coldstream Capital Management Inc. 0.00% Add +0.2% 554 $241K
Evergreen Capital Management LLC 0.01% Reduce -4.2% 549 $239K
Avantax Advisory Services, Inc. 0.00% Add +4.3% 538 $234K
Penserra Capital Management LLC 0.00% Reduce -12.6% 512 $222K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.11% No change 500 $217K
Kingswood Wealth Advisors, LLC 0.02% Reduce -10.9% 481 $209K
DRW Securities, LLC 0.01% New 478 $208K
Burney Co./ 0.01% No change 475 $206K
New Age Alpha Advisors, LLC 0.01% Reduce -1.9% 408 $177K
Canada Pension Plan Investment Board 0.00% Reduce -42.9% 400 $174K
Fifth Third Bancorp 0.00% Add +1.3% 399 $173K
St Germain D J Co. Inc. 0.01% New 359 $156K
Shell Asset Management Co. 0.00% Reduce -18.3% 321 $139K
GAMMA Investing LLC 0.01% Reduce -29.9% 309 $134K
KBC Group NV 0.00% Reduce -23.3% 253 $110K
Avanza Fonder AB 0.00% Reduce -37.1% 239 $104K
Covestor Ltd 0.05% Reduce -1.0% 199 $87K
Northwestern Mutual Wealth Management Co. 0.00% Add +12.4% 199 $86K
Simplex Trading, LLC 0.00% New 186 $80K
Jones Financial Companies LLLP 0.00% Add +105.9% 175 $75K
Smartleaf Asset Management LLC 0.01% Reduce -2.7% 146 $63K
Parkside Financial Bank & Trust 0.01% Add +1814.3% 134 $58K
Cwm, LLC 0.00% Reduce -14.7% 134 $58K
Osaic Holdings, Inc. 0.00% Add +118.2% 120 $57K
Public Employees Retirement System of Ohio 0.00% Reduce -8.5% 118 $51K
Danske Bank A/S 0.00% New 100 $43K
Farther Finance Advisors, LLC 0.00% Add +151.4% 88 $38K
Financial Management Professionals, Inc. 0.00% Reduce -62.1% 78 $34K
CIBC Private Wealth Group LLC 0.00% Reduce -96.1% 69 $30K
Parallel Advisors, LLC 0.00% Reduce -6.9% 67 $29K
Mountain Hill Investment Partners Corp. 0.02% Add +30.0% 65 $28K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 63 $27K
EverSource Wealth Advisors, LLC 0.00% Add +92.0% 48 $21K
Nomura Asset Management Co. Ltd. 0.00% No change 40 $17K
Principal Securities, Inc. 0.00% Reduce -9.8% 37 $16K
Harbour Investments, Inc. 0.00% No change 34 $15K
UMB Bank, n.a. 0.00% Add +47.8% 34 $15K
NewEdge Advisors, LLC 0.00% Reduce -2.9% 34 $15K
Clearstead Advisors, LLC 0.00% New 29 $13K
Caitong International Asset Management Co., Ltd 0.01% Add +2400.0% 25 $11K
Hollencrest Capital Management 0.00% No change 25 $11K
Optiver Holding B.V. 0.00% Reduce -24.1% 22 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 20 $9K
Sterling Capital Management LLC 0.00% Add +137.5% 19 $8K
Rise Advisors, LLC 0.00% No change 18 $8K
Quarry LP 0.00% New 16 $7K
Hemington Wealth Management 0.00% Reduce -6.7% 14 $6K
LRI Investments, LLC 0.00% New 13 $6K
Avalon Trust Co 0.00% No change 12 $5K
Bare Financial Services, Inc 0.00% Add +500.0% 12 $5K
Versant Capital Management, Inc 0.00% Add +140.0% 12 $5K
Private Wealth Management Group, LLC 0.00% No change 11 $5K
Brooklyn Investment Group 0.00% Reduce -64.5% 11 $5K
Signaturefd, LLC 0.00% Reduce -45.0% 11 $5K
True Wealth Design, LLC 0.00% Add +11.1% 10 $4K
SBI Securities Co., Ltd. 0.00% Add +11.1% 10 $4K
Kestra Investment Management, LLC 0.00% No change 10 $4K
Private Trust Co. NA 0.00% Reduce -50.0% 9 $4K
MAI Capital Management 0.00% New 8 $3K
High Note Wealth, LLC 0.00% Add +60.0% 8 $3K
Rothschild Investment LLC 0.00% Reduce -45.5% 6 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -16.7% 5 $2K
Fortitude Family Office, LLC 0.00% Add +150.0% 5 $2K
Provenance Wealth Advisors, LLC 0.00% No change 5 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +25.0% 5 $2K
Farmers & Merchants Investments Inc. 0.00% No change 5 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 5 $2K
Hantz Financial Services, Inc. 0.00% New 5 $2K
Cornerstone Planning Group LLC 0.00% No change 4 $2K
Tortoise Investment Management, LLC 0.00% New 4 $2K
Center for Financial Planning, Inc. 0.00% No change 4 $2K
Clearstead Trust, LLC 0.00% New 3 $1K
Millstone Evans Group, LLC 0.00% No change 3 $1K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 3 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 2 $869
SouthState Bank Corp 0.00% No change 2 $869
Assetmark, Inc. 0.00% New 2 $869
Steward Partners Investment Advisory, LLC 0.00% No change 2 $869
Global Retirement Partners, LLC 0.00% — 2 $869
SJS Investment Consulting Inc. 0.00% Reduce -50.0% 1 $435
Bruce G. Allen Investments, LLC 0.00% New 1 $434
Huntington National Bank 0.00% Reduce -83.3% 1 $434
Larson Financial Group LLC 0.00% New 1 $434

"% of holder's portfolio" is CVCO's weight in each manager's 13F, not the share of Cavco Industries Inc. the manager owns.