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Pathward Financial Inc

Institutional holders · 13F as of Dec 31, 2025

276 holders

HolderValueShares% of shares
SIGNATUREFD, LLC$3.5K500.00%
Sound Income Strategies, LLC$3.6K480.00%
CSM Advisors, LLC$4.1K58,3630.28%
SG Americas Securities, LLC$4.6K52,2870.25%
ALGERT GLOBAL LLC$4.6K64,8950.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.9K550.00%
Bell Investment Advisors, Inc$5.2K600.00%
ASSETMARK, INC$5.4K610.00%
Hilton Head Capital Partners, LLC$6.7K940.00%
UMB Bank, n.a.$9.4K1320.00%
MassMutual Private Wealth & Trust, FSB$11.1K1240.00%
Versant Capital Management, Inc$11.9K1680.00%
Eurizon Capital SGR S.p.A.$12.4K1750.00%
Larson Financial Group LLC$12.7K1790.00%
Sterling Capital Management LLC$12.8K1430.00%
Salomon & Ludwin, LLC$18.7K2090.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$21.7K2430.00%
Transamerica Financial Advisors, LLC$22.9K3220.00%
EverSource Wealth Advisors, LLC$24.6K3470.00%
Federation des caisses Desjardins du Quebec$24.9K3500.00%
MASECO LLP$27.6K3890.00%
Pinnacle Wealth Planning Services, Inc.$28.2K3240.00%
Signature Equity Partners, LLC$34.5K4850.00%
Smartleaf Asset Management LLC$45.4K6300.00%
Rockefeller Capital Management L.P.$60.6K8530.00%
GLOBEFLEX CAPITAL L P$61.3K8640.00%
Ensign Peak Advisors, Inc$72.3K1,0180.00%
New Age Alpha Advisors, LLC$76.8K1,0810.01%
FIRST COMMUNITY TRUST NA$80.3K9000.00%
Kestra Advisory Services, LLC$87.7K1,2360.01%
BROWN BROTHERS HARRIMAN & CO$97.4K1,3720.01%
Tower Research Capital LLC (TRC)$112.7K1,5870.01%
City State Bank$118.6K1,6700.01%
State of Wyoming$122.0K1,7180.01%
SageView Advisory Group, LLC$142.4K2,0050.01%
NISA INVESTMENT ADVISORS, LLC$161.8K2,2770.01%
Ameritas Investment Partners, Inc.$164.6K1,8450.01%
The PNC Financial Services Group, Inc.$196.6K2,2580.01%
Koshinski Asset Management, Inc.$203.0K2,8590.01%
MERITAGE PORTFOLIO MANAGEMENT$208.0K2,9300.01%
denkapparat Operations GmbH$210.3K2,9620.01%
Steward Partners Investment Advisory, LLC$215.1K3,0300.01%
Swiss Life Asset Management Ltd$219.5K3,0910.01%
Clear Harbor Asset Management, LLC$233.6K3,2900.02%
Maryland State Retirement & Pension System$234.3K3,3000.02%
DRW Securities, LLC$235.6K3,3190.02%
TEACHER RETIREMENT SYSTEM OF TEXAS$236.1K3,3260.02%
Pictet Asset Management Holding SA$241.0K3,3940.02%
Sigma Planning Corp$251.1K3,5360.02%
CPPIB Crestone Peak Resources Canada Inc.$276.6K3,1000.01%
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