Catatan efek · kuartal yang diarsipkan
CASH
Pathward Financial, Inc. · Financial Services · Banks - Regional
102Pemegang yang dilacak
+10Δ pemegang
16.20MSaham yang dipegang
$1.45BNilai yang dilaporkan
+12Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +10.9% ·
aliran saham +5.3% ·
posisi baru bersih +9.8%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | +1 | 16.27M | $1.42B | +4 | −5 |
| Q1 2026 | 102 | +10 | 16.20M | $1.45B | +12 | −2 |
| Q4 2025 | 92 | -1 | 16.16M | $1.15B | — | −1 |
| Q3 2025 | 17 | +1 | 11.35M | $839.86M | +1 | — |
| Q2 2025 | 13 | 0 | 10.01M | $792.08M | +1 | −1 |
| Q1 2025 | 10 | 0 | 2.88M | $210.28M | +2 | −2 |
| Q4 2024 | 10 | 0 | 2.76M | $202.86M | +1 | −1 |
| Q3 2024 | 9 | 0 | 1.29M | $85.03M | — | — |
| Q2 2024 | 9 | — | 1.19M | $67.35M | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 3.16M | -3.5% | $281.94M | 0.0% | ▼ Trim | 4 | SEC ↗ ×13 |
| 2 | Fidelity (FMR) ✦ | 1.96M | +13.9% | $174.58M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | State Street Global Advisors ✦ (pasif) | 1.33M | +2.6% | $118.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | American Century Companies Inc | 1.14M | -4.2% | $101.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.09M | -1.0% | $97.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 6 | Vanguard Capital Management Llc | 750.16K | — | $66.94M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasif) | 699.75K | +1.1% | $62.45M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 302.50K | +571.3% | $26.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | JPMorgan Chase ✦ | 274.96K | -18.7% | $24.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 10 | Two Sigma Investments ✦ | 269.96K | +43.6% | $24.09M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 11 | Charles Schwab Investment… | 267.44K | -2.7% | $23.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | New York State Common Retirement… | 263.91K | +750.1% | $23.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 257.13K | +3.1% | $22.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 14 | Morgan Stanley ✦ | 237.95K | -25.7% | $21.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 15 | Allspring Global Investments… | 232.83K | +45.8% | $20.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Clearbridge Investments, LLC | 209.22K | +34.8% | $18.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 199.74K | -19.4% | $17.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Nuveen, LLC | 186.89K | -14.5% | $16.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 163.22K | +228.7% | $14.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Bank of New York Mellon Corp | 159.17K | -4.9% | $14.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 21 | UBS AM, a distinct business unit of… | 155.29K | +2.3% | $13.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 22 | Principal Financial Group Inc | 151.89K | +39.5% | $13.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Wellington Management ✦ | 147.70K | -2.8% | $13.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Deutsche Bank Ag\ | 143.56K | -1.6% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Invesco Ltd. | 138.91K | -35.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | D. E. Shaw & Co. ✦ | 132.41K | +17.9% | $11.81M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 27 | Sei Investments Co | 131.37K | +1637.5% | $11.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | UBS Group AG | 118.04K | +26.2% | $10.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Balyasny Asset Management L.P. | 107.79K | +107.7% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 105.51K | -11.7% | $9.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Connor, Clark & Lunn Investment… | 96.56K | -33.4% | $8.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 93.21K | +271.1% | $8.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Millennium Management ✦ | 89.00K | -56.5% | $7.94M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 34 | State Of Wisconsin Investment Board | 87.80K | -8.1% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | First Trust Advisors Lp | 85.41K | +42.5% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 75.39K | +84.0% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Franklin Resources Inc | 69.01K | +45.4% | $6.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 38 | Wcm Investment Management, Llc | 62.46K | Baru | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 39 | Rhumbline Advisers | 60.38K | -2.3% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Legal & General Group Plc | 55.76K | -11.8% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 41 | Qube Research & Technologies Ltd | 55.21K | -73.8% | $4.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Federated Hermes, Inc. | 54.28K | +1.9% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Universal- Beteiligungs- und… | 51.45K | +41.9% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Renaissance Technologies ✦ | 46.06K | Baru | $4.11M | 0.0% | New | 1 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 43.99K | -20.3% | $3.93M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 46 | Swiss National Bank | 43.90K | -2.4% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 40.69K | -13.4% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Bnp Paribas Financial Markets | 37.64K | +12.9% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Raymond James Financial Inc | 32.34K | +400.6% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Citigroup Inc | 29.43K | -10.0% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | California State Teachers… | 28.60K | +32.5% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 28.19K | -1.3% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 53 | Susquehanna International Group, Llp | 27.82K | +12.6% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 24.89K | +16.6% | $2.22M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 55 | Royal Bank Of Canada | 24.35K | +414.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 56 | Alliancebernstein L.P. | 28.41K | +1.1% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Prudential Financial Inc | 22.18K | +5.4% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Hrt Financial Lp | 21.97K | -25.8% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Squarepoint Ops LLC | 20.50K | +149.0% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Janus Henderson Group Plc | 20.05K | +4.4% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Barclays Plc | 16.06K | -64.3% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 62 | Mercer Global Advisors Inc /Adv | 15.35K | +33.4% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Man Group plc | 14.84K | -27.8% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Hsbc Holdings Plc | 13.58K | -14.9% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 65 | Quantinno Capital Management LP | 12.34K | Baru | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 66 | Mml Investors Services, Llc | 11.53K | +2.1% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 11.40K | +53.2% | $1.02M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 68 | Fifth Third Bancorp | 11.28K | +23389.6% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.36K | -1.5% | $924,780 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 9.85K | +31.3% | $878,559 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Manufacturers Life Insurance… | 9.38K | -7.7% | $837,424 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 8.96K | +44710.0% | $788,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Voya Investment Management Llc | 8.81K | -63.0% | $786,295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | State Board Of Administration Of… | 7.61K | -32.2% | $679,308 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Marshall Wace ✦ | 7.40K | Baru | $660,302 | 0.0% | New | 1 | SEC ↗ |
| 76 | Captrust Financial Advisors | 6.83K | Baru | $609,173 | 0.0% | New | 1 | SEC ↗ |
| 77 | Amundi | 6.54K | -50.2% | $583,653 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Victory Capital Management Inc | 6.15K | +1.1% | $548,675 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 5.95K | +24.0% | $530,574 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Cetera Investment Advisers | 5.79K | +20.3% | $516,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | LPL Financial LLC | 5.69K | Baru | $507,986 | 0.0% | New | 1 | SEC ↗ |
| 82 | HighTower Advisors, LLC | 5.42K | +15.8% | $483,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Wealth Enhancement Advisory… | 5.16K | -80.0% | $464,223 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Truist Financial Corp | 4.84K | Baru | $431,607 | 0.0% | New | 1 | SEC ↗ |
| 85 | Stifel Financial Corp | 4.31K | -3.6% | $384,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Us Bancorp \De\ | 4.26K | 0.0% | $379,941 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 87 | Tidal Investments LLC | 3.89K | -26.1% | $347,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Pictet Asset Management Holding SA | 3.53K | +4.0% | $314,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | ProShare Advisors LLC | 3.44K | -22.2% | $306,773 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Canada Pension Plan Investment Board | 3.10K | -47.5% | $276,613 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Neuberger Berman Group LLC | 2.61K | Baru | $232,801 | 0.0% | New | 1 | SEC ↗ ×2 |
| 92 | BNP Paribas Asset Management… | 2.54K | +3.5% | $226,198 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Corient Private Wealth LP | 2.45K | Baru | $218,257 | 0.0% | New | 1 | SEC ↗ |
| 94 | Capstone Investment Advisors, Llc | 2.44K | Baru | $218,078 | 0.0% | New | 1 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 2.31K | +9.5% | $206,122 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 96 | Commonwealth Equity Services, Llc | 2.26K | Baru | $201,500 | 0.0% | New | 1 | SEC ↗ |
| 97 | Rockefeller Capital Management L.P. | 1.12K | +31.9% | $100,384 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 98 | Ensign Peak Advisors, Inc | 1.02K | 0.0% | $90,836 | 0.0% | Held | 2 | SEC ↗ |
| 99 | Cwm, Llc | 808 | +15.8% | $72,099 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Assetmark, Inc | 61 | 0.0% | $5,443 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Wcm Investment Management, Llc | $5.49M | 0.0% |
| Renaissance Technologies | $4.11M | 0.0% |
| Quantinno Capital Management… | $1.10M | 0.0% |
| Marshall Wace | $660,302 | 0.0% |
| Captrust Financial Advisors | $609,173 | 0.0% |
| LPL Financial LLC | $507,986 | 0.0% |
| Truist Financial Corp | $431,607 | 0.0% |
| Neuberger Berman Group LLC | $232,801 | 0.0% |
| Corient Private Wealth LP | $218,257 | 0.0% |
| Capstone Investment Advisors… | $218,078 | 0.0% |
| Commonwealth Equity Services… | $201,500 | 0.0% |
Telah keluar
| Healthcare Of Ontario Pension… | $1.16M | adalah 0.0% |
| Arrowstreet Capital | $816,997 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 275 pemegang, 20.38M saham, $1.88B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Aug 07
SC 13G — STATE STREET CORP
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API