Cavco IndustriesCVCO

13F holders, Q3 2025 (September 30)
325holders +11
51new positions
39sold out
8famous investors
$580.73avg. 13F price*

At the end of Q3 2025, 325 institutions reported holding Cavco Industries Inc. (CVCO) in their 13F filings, up 11 from Q2 2025. 51 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($690.3M), Vanguard Group Inc. ($448.2M) and Capital World Investors ($371.7M). 8 famous investors held it, including Mario Gabelli (0.6% of GAMCO Investors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$180.9M
Exits39$83.2M

All 13F filers, Q2 2025 → Q3 2025: 895,502 shares bought and 603,318 shares sold, net +292,184 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 325 holders

BlackRock, Inc. 0.01% Reduce -0.7% 1,188,630 $690.3M
Vanguard Group Inc. 0.01% Reduce -4.0% 771,833 $448.2M
Capital World Investors 0.05% Add +0.1% 640,117 $371.7M
FMR LLC 0.02% Add +13.4% 574,666 $333.7M
State Street Corp. 0.01% Add +9.1% 415,169 $241.1M
Boston Partners 0.22% Add +82.8% 369,177 $213.9M
Geode Capital Management, LLC 0.01% Add +1.7% 231,829 $134.6M
Dimensional Fund Advisors LP 0.03% Reduce -10.7% 205,737 $119.5M
Fiduciary Management Inc. 1.01% New 171,225 $99.4M
Boston Trust Walden Corp 0.69% Reduce -1.0% 161,573 $93.8M
GW&K Investment Management, LLC 0.82% Reduce -4.2% 158,660 $92.1M
Ameriprise Financial Inc. 0.02% Add +0.7% 147,036 $85.4M
T. Rowe Price Associates Inc. 0.01% Add +37.3% 139,030 $80.7M
Schroder Investment Management Group 0.05% Reduce -14.2% 111,628 $65.4M
Invesco Ltd. 0.01% Reduce -19.2% 104,941 $60.9M
Broad Bay Capital Management, LP 7.48% Reduce -39.2% 103,304 $60.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.4% 103,091 $59.9M
GAMCO Investors 0.55% Reduce -1.9% 97,528 $56.6M
Northern Trust Corp. 0.01% Reduce -1.9% 83,282 $48.4M
Handelsbanken Fonder AB 0.15% Add +6.8% 81,786 $47.5M
Janus Henderson Group PLC 0.02% Reduce -1.3% 71,634 $41.6M
Bessemer Group Inc. 0.06% Add +22.0% 66,614 $38.7M
Bank of New York Mellon Corp 0.01% Reduce -2.8% 62,204 $36.1M
Point72 Asset Management 0.08% New 61,631 $35.8M
Morgan Stanley 0.00% Reduce -18.2% 56,209 $32.6M
Gabelli Funds LLC 0.20% Add +0.3% 49,310 $28.6M
Ashford Capital Management Inc. 3.11% Reduce -12.7% 48,019 $27.9M
Principal Financial Group Inc. 0.01% Add +13.1% 47,569 $27.6M
Voya Investment Management LLC 0.03% Add +737.9% 45,348 $26.3M
Punch & Associates Investment Management, Inc. 1.45% Add +0.0% 42,686 $24.8M
Neumeier Poma Investment Counsel LLC 1.84% Add +34.6% 38,777 $22.5M
Schonfeld Strategic Advisors LLC 0.16% Add +630.1% 38,717 $22.5M
First Sabrepoint Capital Management LP 8.20% Add +16.7% 35,000 $20.3M
Goldman Sachs Group Inc. 0.00% Add +12.6% 33,323 $19.4M
Jacobs Levy Equity Management, Inc. 0.08% Reduce -2.2% 33,038 $19.2M
Cannell Capital LLC 4.90% Reduce -32.2% 32,161 $18.7M
JPMorgan Chase & Co. 0.00% Add +74.6% 32,057 $18.6M
Robotti Robert 3.23% Reduce -11.5% 32,011 $18.6M
Public Sector Pension Investment Board 0.07% Add +1.5% 30,842 $17.9M
UBS Group AG 0.00% Add +70.7% 30,428 $17.7M
American Century Companies Inc. 0.01% Add +282.0% 30,062 $17.5M
Kennedy Capital Management LLC 0.38% Add +94.7% 29,984 $17.4M
Neuberger Berman Group LLC 0.01% Add +34.6% 29,740 $17.3M
Royce & Associates LP 0.17% Reduce -21.0% 29,404 $17.1M
Cerity Partners LLC 0.03% Reduce -2.8% 28,918 $16.8M
Envestnet Asset Management Inc. 0.00% Add +0.4% 28,071 $16.3M
Bank of America Corp. 0.00% Add +4.1% 27,336 $15.9M
Citadel Advisors 0.01% Add +51.9% 26,260 $15.2M
Robeco Schweiz AG 0.34% Add +14.5% 26,000 $15.1M
Rhumbline Advisers 0.01% Reduce -2.3% 22,403 $13.0M
Capital Research Global Investors 0.00% No change 22,104 $12.8M
EULAV Asset Management 0.30% Add +5.3% 21,900 $12.7M
Legal & General Group Plc 0.00% Reduce -3.6% 21,037 $12.2M
Man Group plc 0.02% Reduce -26.2% 19,659 $11.4M
Susquehanna Portfolio Strategies, LLC 0.17% Add +989.1% 18,515 $10.8M
Nuveen, LLC 0.00% Reduce -1.1% 18,349 $10.7M
Segall Bryant & Hamill, LLC 0.14% New 18,216 $10.6M
Raymond James Financial Inc. 0.00% Add +10.3% 18,205 $10.6M
Allspring Global Investments Holdings, LLC 0.02% Add +74.0% 16,317 $9.6M
Allianz Asset Management GmbH 0.01% Add +1.0% 16,462 $9.6M
Barclays PLC 0.00% Reduce -25.3% 16,160 $9.4M
Swiss National Bank 0.01% Add +2.8% 14,900 $8.7M
Aviance Capital Partners, LLC 0.99% Add +4.7% 14,357 $8.3M
Westbourne Investment Advisors, Inc. 2.28% Add +6.9% 14,100 $8.2M
Royal Bank of Canada 0.00% Reduce -24.4% 13,579 $7.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -45.7% 13,331 $7.7M
Confluence Investment Management LLC 0.10% Add +62.6% 12,287 $7.1M
Ballast Asset Management, LP 3.24% Add +0.7% 12,239 $7.1M
First Trust Advisors LP 0.01% Add +105.7% 12,200 $7.1M
Russell Investments Group, Ltd. 0.01% Add +4.3% 12,148 $7.1M
Teacher Retirement System of Texas 0.03% Reduce -22.4% 12,010 $7.0M
Rafferty Asset Management, LLC 0.02% Add +83.8% 11,951 $6.9M
State of Wisconsin Investment Board 0.02% Reduce -3.7% 11,759 $6.8M
Truist Financial Corp. 0.01% Reduce -4.0% 10,723 $6.2M
Jump Financial, LLC 0.08% Reduce -54.4% 10,529 $6.1M
Marks Group Wealth Management, Inc 0.56% Reduce -4.6% 10,315 $6.0M
Edgestream Partners, L.P. 0.17% New 10,203 $5.9M
Intrinsic Edge Capital Management LLC 0.88% New 9,999 $5.8M
Franklin Resources Inc. 0.00% Reduce -18.9% 9,912 $5.8M
Citigroup Inc. 0.00% Reduce -45.5% 9,591 $5.6M
Prelude Capital Management, LLC 0.43% Reduce -18.0% 9,371 $5.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +2.3% 9,154 $5.3M
Lazard Asset Management LLC 0.01% Add +165.7% 9,119 $5.3M
BNP Paribas Financial Markets 0.00% Add +157.5% 8,569 $5.0M
Millennium Management 0.00% Reduce -28.3% 8,537 $5.0M
Alliancebernstein L.P. 0.00% Reduce -5.2% 8,439 $4.9M
Deutsche Bank AG 0.00% Reduce -33.4% 8,212 $4.8M
Watchman Group, Inc. 1.14% Reduce -0.7% 8,086 $4.7M
Crown Advisors Management, Inc. 3.11% No change 8,000 $4.6M
Prudential Financial Inc. 0.01% Reduce -4.9% 7,914 $4.6M
4D Advisors, LLC 2.32% New 7,500 $4.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.1% 7,426 $4.3M
California State Teachers Retirement System 0.00% Add +4.7% 7,200 $4.2M
Balyasny Asset Management L.P. 0.01% Reduce -63.8% 7,077 $4.1M
Ancora Advisors LLC 0.08% Reduce -21.4% 6,980 $4.1M
Harbor Capital Advisors, Inc. 0.31% Reduce -71.2% 6,851 $4.0M
Pinnbrook Capital Management LP 0.72% New 6,657 $3.9M
Pier Capital, LLC 0.58% New 6,342 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -6.6% 5,995 $3.5M
Susquehanna International Group, LLP 0.00% Reduce -50.1% 5,715 $3.3M
Wells Fargo & Company 0.00% Reduce -37.8% 5,279 $3.1M
Verition Fund Management LLC 0.02% Add +59.7% 4,831 $2.8M
Two Sigma Advisers, LP 0.01% Add +150.0% 4,500 $2.6M
MetLife Investment Management, LLC 0.01% Reduce -3.0% 4,461 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -7.8% 4,398 $2.6M
State of New Jersey Common Pension Fund D 0.01% Add +15.7% 4,365 $2.5M
Anchor Capital Advisors LLC 0.07% Reduce -0.8% 4,191 $2.4M
Illinois Municipal Retirement Fund 0.03% Reduce -6.5% 4,113 $2.4M
Renaissance Technologies 0.00% Reduce -67.2% 4,100 $2.4M
State of Tennessee, Department of Treasury 0.01% Add +10.3% 4,022 $2.3M
NJ State Employees Deferred Compensation Plan 0.26% No change 4,000 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -5.7% 3,835 $2.2M
Sei Investments Co. 0.00% Reduce -21.4% 3,760 $2.2M
Boothbay Fund Management, LLC 0.06% Add +2.5% 3,730 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -9.3% 3,722 $2.2M
Intech Investment Management LLC 0.02% Reduce -31.3% 3,650 $2.1M
Louisiana State Employees Retirement System 0.04% Reduce -2.7% 3,600 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 3,547 $2.1M
Oppenheimer Asset Management Inc. 0.02% Reduce -13.2% 3,544 $2.1M
Credit Agricole S A 0.01% — 3,518 $2.0M
Entropy Technologies, LP 0.15% New 3,500 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +28.0% 3,472 $2.0M
Horizon Investments, LLC 0.02% Add +69.8% 3,090 $1.8M
Creative Planning 0.00% Add +13.6% 2,959 $1.7M
Pathstone Holdings, LLC 0.01% Add +136.0% 2,922 $1.7M
Voloridge Investment Management, LLC 0.01% Reduce -86.5% 2,917 $1.7M
Comerica Bank 0.01% Reduce -15.6% 2,862 $1.7M
Cascade Investment Advisors, Inc. 0.94% Add +6.1% 2,682 $1.6M
New York State Teachers Retirement System 0.00% No change 2,586 $1.5M
Bridgewater Associates 0.01% Add +6.0% 2,490 $1.4M
Hunter Perkins Capital Management, LLC 0.32% Reduce -8.0% 2,485 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -16.9% 2,483 $1.4M
AQR Capital Management 0.00% Reduce -5.0% 2,479 $1.4M
New York State Common Retirement Fund 0.00% Reduce -7.5% 2,471 $1.4M
LPL Financial LLC 0.00% Reduce -9.9% 2,431 $1.4M
SkyView Investment Advisors, LLC 0.18% Add +1.8% 2,414 $1.4M
STRS Ohio 0.01% Reduce -7.7% 2,400 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -10.4% 2,291 $1.3M
Arizona State Retirement System 0.01% Add +2.6% 2,271 $1.3M
Amalgamated Bank 0.01% Reduce -0.6% 2,270 $1.3M
Wolverine Trading, LLC 0.03% Add +84.5% 2,246 $1.3M
Summit Global Investments 0.08% Add +7.3% 2,257 $1.3M
Sheets Smith Wealth Management 0.15% Add +1.4% 2,245 $1.3M
State Board of Administration of Florida Retirement System 0.00% Reduce -19.4% 2,205 $1.3M
SG Americas Securities, LLC 0.00% Add +26.4% 2,167 $1.3M
Victory Capital Management Inc. 0.00% Reduce -39.6% 2,164 $1.3M
Corient Private Wealth LP 0.00% Reduce -22.6% 2,152 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Add +19.8% 2,113 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -1.8% 2,110 $1.2M
KLP Kapitalforvaltning As 0.00% No change 2,100 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.0% 2,016 $1.2M
PDT Partners, LLC 0.07% No change 1,843 $1.1M
OP Asset Management Ltd 0.01% Reduce -25.5% 1,808 $1.0M
Oregon Public Employees Retirement Fund 0.01% Reduce -5.4% 1,737 $1.0M
iSAM Funds (UK) Ltd 0.20% New 1,670 $970K
Huntleigh Advisors, Inc. 0.16% Add +6.1% 1,642 $954K
HighTower Advisors, LLC 0.00% Add +2.3% 1,604 $931K
Moran Wealth Management, LLC 0.03% Add +5.2% 1,551 $901K
Ensign Peak Advisors, Inc 0.00% Reduce -49.5% 1,480 $859K
Cresset Asset Management, LLC 0.00% Reduce -6.6% 1,454 $844K
ProShare Advisors LLC 0.00% Reduce -15.6% 1,443 $838K
GTS Securities LLC 0.03% Reduce -17.5% 1,440 $836K
Robeco Institutional Asset Management B.V. 0.00% New 1,410 $819K
Mariner, LLC 0.00% Reduce -19.5% 1,397 $811K
Premier Fund Managers Ltd 0.03% No change 1,337 $783K
Praxis Investment Management Inc. 0.05% No change 1,330 $772K
MML Investors Services, LLC 0.00% Add +37.2% 1,269 $737K
Park Avenue Securities LLC 0.01% Add +4.9% 1,247 $724K
Amundi 0.00% Add +6.7% 1,414 $705K
AIA Group Ltd 0.01% New 1,190 $691K
Oppenheimer & Co. Inc. 0.01% New 1,145 $665K
Guidance Capital, Inc. 0.17% Add +3.3% 1,122 $663K
Maryland State Retirement & Pension System 0.01% Reduce -51.6% 1,138 $661K
EntryPoint Capital, LLC 0.26% New 1,136 $660K
O'shaughnessy Asset Management, LLC 0.00% Add +20.4% 1,119 $650K
Sendero Wealth Management, LLC 0.07% New 1,086 $631K
Captrust Financial Advisors 0.00% Reduce -3.3% 1,045 $607K
NorthCrest Asset Manangement, LLC 0.01% Add +40.6% 1,181 $594K
AlphaQuest LLC 0.04% Reduce -69.3% 1,005 $584K
Pictet Asset Management Holding SA 0.00% Reduce -14.3% 995 $578K
Regions Financial Corp. 0.00% Reduce -8.9% 983 $571K
Stifel Financial Corp. 0.00% Add +14.8% 962 $559K
Banque Pictet & Cie SA 0.01% Reduce -0.4% 958 $556K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.3% 937 $544K
State of Wyoming 0.06% Reduce -21.0% 927 $538K
Lakewood Asset Management LLC 0.31% Reduce -0.4% 895 $520K
Cetera Investment Advisers 0.00% New 887 $515K
Mutual of America Capital Management LLC 0.01% Reduce -13.8% 887 $515K
Aviva PLC 0.00% Reduce -16.9% 882 $512K
Nisa Investment Advisors, LLC 0.00% Add +3.8% 872 $506K
Aristides Capital LLC 0.15% Reduce -23.0% 862 $501K
Alps Advisors Inc. 0.00% New 840 $488K
Quadrant Capital Group LLC 0.02% No change 819 $476K
CIBC Bancorp USA Inc. 0.00% — 814 $473K
Cherry Creek Investment Advisors, Inc. 0.20% No change 810 $470K
Yorktown Management & Research Co Inc 0.37% No change 800 $465K
Cannell & Spears LLC 0.01% Reduce -83.6% 791 $459K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 752 $437K
Brevan Howard Capital Management LP 0.01% Add +15.5% 746 $433K
Zhang Financial LLC 0.02% No change 738 $429K
Verus Capital Partners, LLC 0.03% Add +2.5% 729 $423K
Two Sigma Securities, LLC 0.06% New 715 $415K
Evergreen Capital Management LLC 0.01% Add +29.7% 712 $413K
D. E. Shaw & Co. 0.00% Reduce -78.9% 699 $406K
R Squared Ltd 0.17% Reduce -40.4% 685 $398K
HighPoint Advisor Group LLC 0.02% No change 679 $394K
Polymer Capital Management (US) LLC 0.05% Reduce -45.4% 677 $393K
Squarepoint Ops LLC 0.00% Reduce -72.0% 662 $384K
Ameritas Investment Partners, Inc. 0.01% Reduce -18.2% 638 $371K
Bank of Montreal 0.00% Reduce -53.7% 631 $366K
Summit Trail Advisors, LLC 0.01% New 630 $366K
PNC Financial Services Group, Inc. 0.00% Reduce -1.0% 606 $352K
Moloney Securities Asset Management, LLC 0.04% Reduce -24.1% 603 $350K
Xponance LLC 0.00% Add +0.8% 599 $348K
Commonwealth Equity Services, LLC 0.00% Reduce -18.7% 566 $328K
Stephens Inc. 0.00% No change 564 $328K
Coldstream Capital Management Inc. 0.00% Reduce -1.1% 548 $318K
Blair William & Co. 0.00% New 546 $317K
Vident Advisory, LLC 0.00% Reduce -86.0% 528 $307K
Penserra Capital Management LLC 0.00% No change 512 $297K
Quantinno Capital Management LP 0.00% New 504 $293K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.14% No change 500 $290K
Mackenzie Financial Corp. 0.00% Reduce -58.0% 489 $284K
Burney Co./ 0.01% No change 475 $276K
Kingswood Wealth Advisors, LLC 0.02% Reduce -5.0% 457 $265K
Covestor Ltd 0.14% Add +117.1% 432 $251K
Vestcor Inc 0.01% Reduce -49.2% 432 $251K
SummitTX Capital, L.P. 0.01% Reduce -42.5% 425 $247K
DAVENPORT & Co LLC 0.00% New 400 $232K
New Age Alpha Advisors, LLC 0.01% Reduce -2.2% 399 $232K
Fifth Third Bancorp 0.00% Reduce -0.3% 398 $231K
Point72 Europe (London) LLP 0.01% New 386 $224K
Fiduciary Trust Co 0.00% New 375 $218K
Vanguard Personalized Indexing Management, LLC 0.00% New 365 $212K
Profund Advisors LLC 0.01% New 364 $211K
Riverwater Partners LLC 0.09% New 357 $207K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 354 $206K
Curi Capital, LLC 0.00% New 353 $205K
Swiss Life Asset Management Ltd 0.00% New 352 $204K
Abel Hall, LLC 0.08% New 349 $203K
Jones Financial Companies LLLP 0.00% Add +90.9% 334 $191K
GAMMA Investing LLC 0.01% Reduce -3.6% 298 $173K
KBC Group NV 0.00% No change 253 $147K
Avanza Fonder AB 0.00% No change 239 $139K
Tower Research Capital LLC (TRC) 0.00% Reduce -69.6% 224 $130K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.0% 211 $123K
Canada Pension Plan Investment Board 0.00% Reduce -50.0% 200 $116K
Wealth Enhancement Advisory Services, LLC 0.00% New 220 $111K
Smartleaf Asset Management LLC 0.01% Add +27.4% 186 $109K
Cwm, LLC 0.00% Add +31.3% 176 $102K
Farther Finance Advisors, LLC 0.00% Add +72.7% 152 $88K
Exchange Traded Concepts, LLC 0.00% New 148 $86K
Osaic Holdings, Inc. 0.00% Add +13.3% 136 $79K
Parkside Financial Bank & Trust 0.01% No change 134 $78K
Shell Asset Management Co. 0.01% Reduce -60.4% 127 $74K
US Bancorp \de 0.00% Reduce -91.6% 119 $69K
CIBC Private Wealth Group LLC 0.00% Add +72.5% 119 $69K
Public Employees Retirement System of Ohio 0.00% Reduce -2.5% 115 $67K
Mather Group, Llc. 0.00% New 108 $63K
Danske Bank A/S 0.00% No change 100 $58K
Parallel Advisors, LLC 0.00% No change 67 $39K
Mountain Hill Investment Partners Corp. 0.03% No change 65 $38K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 63 $37K
Rockefeller Capital Management L.P. 0.00% New 63 $37K
Financial Management Professionals, Inc. 0.00% Reduce -23.1% 60 $35K
EverSource Wealth Advisors, LLC 0.00% Add +16.7% 56 $33K
Salomon & Ludwin, LLC 0.00% New 54 $31K
UMB Bank, n.a. 0.00% Add +29.4% 44 $26K
Clearstead Advisors, LLC 0.00% Add +48.3% 43 $25K
Arax Advisory Partners 0.00% New 42 $24K
Principal Securities, Inc. 0.00% Add +8.1% 40 $23K
Nomura Asset Management Co. Ltd. 0.00% No change 40 $23K
Simplex Trading, LLC 0.00% Reduce -79.6% 38 $22K
Harbour Investments, Inc. 0.00% No change 34 $20K
NewEdge Advisors, LLC 0.00% No change 34 $20K
Optiver Holding B.V. 0.00% Add +45.5% 32 $19K
Root Financial Partners, LLC 0.00% New 30 $17K
MAI Capital Management 0.00% Add +250.0% 28 $16K
Pacer Advisors, Inc. 0.00% New 26 $15K
Hollencrest Capital Management 0.00% No change 25 $15K
Point72 (DIFC) Ltd 0.00% New 21 $12K
Meeder Asset Management Inc. 0.00% Reduce -99.0% 19 $11K
Sterling Capital Management LLC 0.00% No change 19 $11K
Rise Advisors, LLC 0.00% No change 18 $10K
Transamerica Financial Advisors, LLC 0.00% New 16 $9K
Hemington Wealth Management 0.00% Add +21.4% 17 $9K
Halbert Hargrove Global Advisors, LLC 0.00% New 15 $9K
Bare Financial Services, Inc 0.00% Add +8.3% 13 $8K
LRI Investments, LLC 0.00% No change 13 $8K
Signaturefd, LLC 0.00% Add +9.1% 12 $7K
Private Wealth Management Group, LLC 0.00% No change 11 $6K
Private Trust Co. NA 0.00% No change 9 $5K
Hantz Financial Services, Inc. 0.00% Add +60.0% 8 $5K
Wealthspire Advisors, LLC 0.00% New 8 $5K
Rothschild Investment LLC 0.00% Add +16.7% 7 $4K
JFS Wealth Advisors, LLC 0.00% Add +20.0% 6 $3K
SBI Securities Co., Ltd. 0.00% Reduce -40.0% 6 $3K
Fortitude Family Office, LLC 0.00% No change 5 $3K
JPL Wealth Management, LLC 0.00% New 5 $3K
Versant Capital Management, Inc 0.00% Reduce -58.3% 5 $3K
Provenance Wealth Advisors, LLC 0.00% No change 5 $3K
Albion Financial Group 0.00% New 5 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 5 $3K
Farmers & Merchants Investments Inc. 0.00% No change 5 $3K
High Note Wealth, LLC 0.00% Reduce -50.0% 4 $2K
Tortoise Investment Management, LLC 0.00% No change 4 $2K
J.Safra Asset Management Corp 0.00% New 4 $2K
Cornerstone Planning Group LLC 0.00% No change 4 $2K
Picton Mahoney Asset Management 0.00% No change 3 $2K
Clearstead Trust, LLC 0.00% No change 3 $2K
Millstone Evans Group, LLC 0.00% No change 3 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 2 $1K
Steward Partners Investment Advisory, LLC 0.00% No change 2 $1K
Global Retirement Partners, LLC 0.00% No change 2 $1K
Capital Advisors, Ltd. LLC 0.00% No change 2 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -96.0% 1 $581
Bruce G. Allen Investments, LLC 0.00% No change 1 $581
True Wealth Design, LLC 0.00% Reduce -90.0% 1 $581
SJS Investment Consulting Inc. 0.00% No change 1 $581
Rialto Wealth Management, LLC 0.00% New 1 $581
Huntington National Bank 0.00% No change 1 $581
TD Private Client Wealth LLC 0.00% New 1 $581
Allworth Financial LP 0.00% New 1 $581
Bay Harbor Wealth Management, LLC 0.00% New 1 $580
Cloud Capital Management, LLC 0.00% New 1 $0

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