Fund shareholders of Pathward Financial Inc
ISIN US59100U1088 · United States · LEI 5493004X52BH1NBLW813
- Fund shareholders
- 290
- Of which ETFs
- 88 202 other funds
- Value held
- ≈ 918.3M $ 917.7M $ · 5.3M SEK
- Share of capital
- 51.1 % of 20.8M shares on Jul 29, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,107 | 1.1M $ | 0.10 % | 0.06 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 11,743 | 1M $ | 0.10 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,430 | 1M $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Cambria Value and Momentum ETF Cambria ETF Trust | 11,108 | 980.2K $ | 0.90 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 10,930 | 951.6K $ | 0.06 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 10,721 | 946K $ | 0.04 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 10,521 | 865.2K $ | 0.05 % | 0.05 % | as of May 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 10,382 | 853.8K $ | 0.11 % | 0.05 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 10,319 | 910.5K $ | 0.06 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 9,982 | 869K $ | 0.45 % | 0.05 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 9,903 | 873.8K $ | 0.10 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 9,543 | 830.8K $ | 0.31 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 8,985 | 792.8K $ | 0.58 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 8,910 | 786.2K $ | 0.12 % | 0.04 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,852 | 770.7K $ | 0.32 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 8,786 | 722.6K $ | 0.05 % | 0.04 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 8,579 | 705.5K $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,550 | 754.5K $ | 0.13 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 8,457 | 736.3K $ | 0.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 8,444 | 735.1K $ | 0.23 % | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 8,440 | 734.8K $ | 0.37 % | 0.04 % | as of Jun 30, 2026 ↗ |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 8,417 | 732.8K $ | 0.13 % | 0.04 % | as of Jun 30, 2026 ↗ |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 8,369 | 738.5K $ | 0.93 % | 0.04 % | as of Jul 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 8,340 | 726.1K $ | 0.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 8,340 | 726.1K $ | 0.18 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 8,093 | 704.6K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 8,081 | 713.1K $ | 0.37 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,795 | 687.8K $ | 0.03 % | 0.04 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,743 | 674.1K $ | 0.02 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,696 | 679.1K $ | 0.08 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 7,520 | 654.7K $ | 0.36 % | 0.04 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 7,441 | 647.8K $ | 0.74 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 7,155 | 622.9K $ | 0.10 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 7,133 | 621K $ | 0.14 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 7,110 | 619K $ | 0.10 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,003 | 609.7K $ | 0.06 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 6,993 | 575.1K $ | 0.23 % | 0.03 % | as of May 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,906 | 601.2K $ | 0.05 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,830 | 594.6K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 6,748 | 587.5K $ | 0.22 % | 0.03 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,621 | 576.4K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,550 | 578K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 6,479 | 564.1K $ | 0.13 % | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 6,353 | 553.1K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 6,200 | 5.3M SEK | 0.02 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 6,107 | 531.7K $ | 0.28 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 6,030 | 495.9K $ | 1.18 % | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 5,906 | 485.7K $ | 0.10 % | 0.03 % | as of May 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,841 | 508.5K $ | 0.06 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 5,816 | 513.2K $ | 0.02 % | 0.03 % | as of Jul 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 5,753 | 500.9K $ | 0.16 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,728 | 505.4K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 5,668 | 500.1K $ | 0.07 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 5,448 | 448K $ | 0.21 % | 0.03 % | as of May 31, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 5,408 | 470.8K $ | 0.10 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 4,920 | 404.6K $ | 0.15 % | 0.02 % | as of May 31, 2026 ↗ |
| MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND | 4,782 | 416.3K $ | 0.71 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,654 | 410.7K $ | 0.06 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,540 | 395.3K $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,392 | 382.4K $ | 0.05 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,240 | 369.1K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 4,075 | 354.8K $ | 0.24 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 4,045 | 352.2K $ | 0.39 % | 0.02 % | as of Jun 30, 2026 ↗ |
| S&P SmallCap 600 Pure Growth Fund Rydex Series Funds | 3,936 | 342.7K $ | 0.56 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust | 3,743 | 330.3K $ | 0.97 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,575 | 315.5K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 3,563 | 293K $ | 0.12 % | 0.02 % | as of May 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,510 | 309.7K $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 3,454 | 304.8K $ | 0.03 % | 0.02 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,335 | 290.3K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,292 | 286.6K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,202 | 282.5K $ | 0.07 % | 0.02 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,200 | 263.2K $ | 0.02 % | 0.02 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,186 | 277.4K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 3,063 | 251.9K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 3,018 | 266.3K $ | 0.20 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,944 | 242.1K $ | 0.09 % | 0.01 % | as of May 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,920 | 257.7K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,790 | 242.9K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,698 | 234.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,659 | 231.5K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,648 | 233.7K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,479 | 215.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,426 | 211.2K $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 2,418 | 210.5K $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,406 | 212.3K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,400 | 211.8K $ | 0.06 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 2,329 | 202.8K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,277 | 198.2K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 2,216 | 192.9K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,146 | 186.8K $ | 0.05 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 2,143 | 176.2K $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 2,070 | 180.2K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,959 | 170.6K $ | 0.06 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 1,921 | 167.2K $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,885 | 155K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,834 | 150.8K $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,807 | 159.4K $ | 0.06 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,778 | 156.9K $ | 0.03 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,773 | 154.4K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 3.89 % | as of Jul 31, 2026 ↗ |
| Opus Small Cap Value ETF ETF Series Solutions | 1.92 % | as of Jul 31, 2026 ↗ |
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 1.64 % | as of Jun 30, 2026 ↗ |
| Harbor SMID Cap Value ETF Harbor ETF Trust | 1.36 % | as of Jul 31, 2026 ↗ |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 1.18 % | as of May 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 1.18 % | as of May 31, 2026 ↗ |
| NORTH SQUARE SMALL CAP VALUE FUND Valued Advisers Trust | 1.15 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 1.00 % | as of Jun 30, 2026 ↗ |
| Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust | 0.97 % | as of Jul 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 0.97 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 289 | +2 | 10,604,278 | +0.0 % |
| 2026Q2 | 287 | -2 | 10,599,804 | -6.0 % |
| 2026Q1 | 289 | -4 | 11,270,686 | -3.7 % |
| 2025Q4 | 293 | -8 | 11,706,354 | -3.4 % |
| 2025Q3 | 301 | -13 | 12,112,983 | -2.7 % |
| 2025Q2 | 314 | +21 | 12,449,604 | -0.5 % |
| 2025Q1 | 293 | +7 | 12,509,858 | +1.6 % |
| 2024Q4 | 286 | +15 | 12,307,006 | +2.9 % |
| 2024Q3 | 271 | 0 | 11,962,198 | -0.8 % |
| 2024Q2 | 271 | -8 | 12,063,232 | +2.0 % |
| 2024Q1 | 279 | -1 | 11,831,171 | +3.6 % |
| 2023Q4 | 280 | 11,419,476 |
Institutional managers
269 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,159,659 | 281.9M $ | as of Mar 31, 2026 |
| FMR LLC | 1,956,515 | 174.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,328,788 | 118.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,138,461 | 101.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,093,338 | 97.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 699,745 | 62.4M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 573,512 | 51.2M $ | as of Mar 31, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 356,200 | 31.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 302,503 | 27M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 274,960 | 24.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 269,961 | 24.1M $ | as of Mar 31, 2026 |
| Mawer Investment Management Ltd. | 268,543 | 24M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 267,437 | 23.9M $ | as of Mar 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | 263,913 | 23.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 257,135 | 22.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 237,954 | 21.2M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 232,830 | 21M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 209,219 | 18.7M $ | as of Mar 31, 2026 |
| Elgethun Capital Management | 203,763 | 18.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 199,735 | 17.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 186,889 | 16.7M $ | as of Mar 31, 2026 |
| PANAGORA ASSET MANAGEMENT INC | 174,776 | 15.6M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 163,225 | 14.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 159,173 | 14.2M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 155,287 | 13.9M $ | as of Mar 31, 2026 |
Declared shareholders of Pathward Financial Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| STATE STREET CORPORATION | 6.80 % | 1,438,880 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Pathward Financial Inc". https://titelia.com/en/stocks/pathward-financial-inc-US59100U1088