We are live on ! Find out more
CASH icon

Pathward Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$3.27M +109,104 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.4M +$5.91M +197,388 +12%
NCM
3
Nantahala Capital Management
Connecticut
$44.6M +$5.36M +179,106 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.8M +$404K +13,491 +0.9%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$42.5M
TCM
6
TimesSquare Capital Management
New York
$36.5M -$4.33M -144,660 -10%
ACM
7
Ashford Capital Management
Delaware
$26.7M -$569K -19,017 -2%
RJA
8
Raymond James & Associates
Florida
$26.3M +$27.5M +919,884 +2,680%
SCC
9
Second Curve Capital
Pennsylvania
$24.1M -$553K -18,465 -2%
State Street
10
State Street
Massachusetts
$21.3M +$1.13M +37,590 +5%
Northern Trust
11
Northern Trust
Illinois
$16.6M +$4.81M +160,617 +36%
PFP
12
Patriot Financial Partners
Pennsylvania
$12.5M +$4.94M +165,000 +14%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$12.3M +$4.47M +149,427 +50%
CWM
14
Cranbrook Wealth Management
Michigan
$11.3M +$12.3M +410,823 New
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$10.8M +$2.19M +73,308 +23%
Stifel Financial
16
Stifel Financial
Missouri
$10.7M -$4.26M -142,464 -27%
HCS
17
Harvest Capital Strategies
California
$9.84M +$2.61M +87,300 +32%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.3M +$406K +13,563 +4%
WG
19
Winton Group
United Kingdom
$8.31M +$8.4M +280,575 +1,321%
JP Morgan Chase
20
JP Morgan Chase
New York
$8.3M -$3.7M -123,777 -29%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$7.84M +$396K +13,233 +5%
ECP
22
Elk Creek Partners
Colorado
$7.53M +$172K +5,760 +2%
PFMOSF
23
Philadelphia Financial Management of San Francisco
California
$7.46M -$5.56M -185,799 -41%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$7.38M +$249K +8,319 +3%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.4M +$255K +8,508 +4%