Filing Research | CAVA - CAVA GROUP INC Institutional Holdings

Snapshot holdings

50 / 109 loaded

#		Instrument	quantity
1	Mediolanum International Funds Ltd	Shares	484.0KSH	$39.6M
2	CONGRESS ASSET MANAGEMENT CO	Shares	498.3KSH	$39.1M
3	Xcel Wealth Management, LLC	Shares	47.8KSH	$3.8M
4	E. Ohman J:or Asset Management AB	Shares	47.4KSH	$3.7M
5	Police & Firemen's Retirement System of New Jersey	Shares	46.0KSH	$3.6M
6	Royal Fund Management, LLC	Shares	42.6KSH	$3.3M
7	Norman Fields, Gottscho Capital Management, LLC	Shares	34.2KSH	$2.7M
8	Oak Thistle LLC	Shares	32.8KSH	$2.6M
9	Louisiana State Employees Retirement System	Shares	29.3KSH	$2.3M
10	ABN AMRO INVESTMENT SOLUTIONS	Shares	28.7KSH	$2.3M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.8KSH	$2.2M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	24.0KSH	$1.9M
13	Diversified Trust Co	Shares	23.8KSH	$1.9M
14	Mainstream Capital Management LLC	Shares	21.4KSH	$1.7M
15	MOODY NATIONAL BANK TRUST DIVISION	Shares	21.3KSH	$1.7M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.4KSH	$1.5M
17	BENJAMIN EDWARDS INC	Shares	18.4KSH	$1.4M
18	Brookstone Capital Management	Shares	15.9KSH	$1.2M
19	UHLMANN PRICE SECURITIES, LLC	Shares	15.6KSH	$1.2M
20	D.A. DAVIDSON & CO.	Shares	11.6KSH	$907.5K
21	GATEWAY INVESTMENT ADVISERS LLC	Shares	10.7KSH	$843.4K
22	Composition Wealth, LLC	Shares	10.1KSH	$795.0K
23	Fortis Group Advisors, LLC	Shares	9.5KSH	$745.6K
24	Counterpoint Mutual Funds LLC	Shares	7.0KSH	$548.9K
25	Wedmont Private Capital	Shares	7.1KSH	$511.4K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	7.4KSH	$506.2K
27	HOWARD FINANCIAL SERVICES, LTD.	Shares	6.1KSH	$477.6K
28	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.0KSH	$473.9K
29	Crossmark Global Holdings, Inc.	Shares	6.0KSH	$467.0K
30	DAVENPORT & Co LLC	Shares	5.9KSH	$464.9K
31	Sowell Financial Services LLC	Shares	5.8KSH	$454.8K
32	Thoma Capital Management LLC	Shares	5.7KSH	$447.2K
33	Y-Intercept (Hong Kong) Ltd	Shares	5.0KSH	$389.6K
34	Envestnet Portfolio Solutions, Inc.	Shares	4.7KSH	$365.4K
35	First National Advisers, LLC	Shares	4.5KSH	$356.9K
36	Legacy Wealth Asset Management, LLC	Shares	4.4KSH	$345.2K
37	Birch Hill Investment Advisors LLC	Shares	4.4KSH	$343.9K
38	AdvisorNet Financial, Inc	Shares	4.3KSH	$337.6K
39	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	4.2KSH	$325.7K
40	Farther Finance Advisors, LLC	Shares	3.9KSH	$308.8K
41	Spire Wealth Management	Shares	3.9KSH	$305.1K
42	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	3.8KSH	$300.6K
43	Portside Wealth Group, LLC	Shares	3.6KSH	$283.9K
44	Aaron Wealth Advisors LLC	Shares	3.4KSH	$264.5K
45	Merit Financial Group, LLC	Shares	3.3KSH	$260.1K
46	PFG Investments, LLC	Shares	3.3KSH	$255.3K
47	Regent Peak Wealth Advisors LLC	Shares	3.2KSH	$250.2K
48	SANDERS MORRIS HARRIS LLC	Shares	3.0KSH	$235.4K
49	GAMMA Investing LLC	Shares	3.0KSH	$231.8K
50	GREENWOOD GEARHART LLC	Shares	2.9KSH	$229.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 127 loaded

#		Instrument
1	Mediolanum International Funds Ltd new	Shares	+484.0K	+$39.6M	$39.6M
2	Royal Fund Management, LLC new	Shares	+42.6K	+$3.3M	$3.3M
3	Oak Thistle LLC added	Shares	+20.6K	+$1.6M	$2.6M
4	BENJAMIN EDWARDS INC added	Shares	+11.6K	+$893.0K	$1.4M
5	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+10.7K	+$843.4K	$843.4K
6	E. Ohman J:or Asset Management AB added	Shares	+6.3K	+$393.5K	$3.7M
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new	Shares	+4.2K	+$325.7K	$325.7K
8	Seelaus Asset Management LLC new	Shares	+2.9K	+$224.5K	$224.5K
9	Diversified Trust Co added	Shares	+3.0K	+$182.1K	$1.9M
10	Brookstone Capital Management added	Shares	+2.6K	+$168.8K	$1.2M
11	Y-Intercept (Hong Kong) Ltd added	Shares	+1.9K	+$142.9K	$389.6K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.3K	+$103.8K	$1.5M
13	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+1.3K	+$103.4K	$112.7K
14	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$92.4K	$3.6M
15	First National Advisers, LLC added	Shares	+268	+$10.7K	$356.9K
16	Thoma Capital Management LLC added	Shares	+302	+$10.6K	$447.2K
17	ARMSTRONG ADVISORY GROUP, INC new	Shares	+75	+$5.9K	$5.9K
18	AdvisorNet Financial, Inc added	Shares	+187	+$4.7K	$337.6K
19	Norman Fields, Gottscho Capital Management, LLC added	Shares	+1.1K	+$4.5K	$2.7M
20	ELEVATION WEALTH PARTNERS, LLC new	Shares	+30	+$2.4K	$2.4K
21	CoreCap Advisors, LLC added	Shares	+23	+$1.8K	$1.9K
22	Cape Investment Advisory, Inc. new	Shares	+17	+$1.3K	$1.3K
23	Cromwell Holdings LLC added	Shares	+16	+$1.2K	$2.7K
24	FIRST HORIZON CORP added	Shares	+10	+$661	$4.8K
25	Barnes Dennig Private Wealth Management LLC new	Shares	+7	+$549	$549
26	Physician Wealth Advisors, Inc. added	Shares	+4	+$290	$1.1K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.4K	+$282	$5.0K
28	Versant Capital Management, Inc added	Shares	+28	+$208	$66.7K
29	Handelsbanken Fonder AB added	Shares	+3.4K	+$196	$2.6K
30	Hughes Financial Services, LLC new	Shares	+2	+$157	$157
31	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$157	$157
32	SJS Investment Consulting Inc. added	Shares	+3	+$108	$4.4K
33	Abound Wealth Management new	Shares	+1	+$79	$79
34	FNY Investment Advisers, LLC new	Shares	+398	+$31	$31
35	Darwin Wealth Management, LLC new	Shares	0	+$5	$5
36	Activest Wealth Management new	Shares	0	$0	$0
37	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$2
38	LANARK FINANCIAL, INC. unchanged	Shares	0	-$2	$78
39	TSFG, LLC unchanged	Shares	0	-$3	$70
40	Security National Bank unchanged	Shares	0	-$8	$235
41	PARK AVENUE SECURITIES LLC trimmed	Shares	-197	-$29	$427
42	State of Alaska, Department of Revenue trimmed	Shares	-254	-$45	$769
43	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$72	$2.4K
44	Financial Management Professionals, Inc. unchanged	Shares	0	-$97	$3.1K
45	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$116	$3.8K
46	Morton Brown Family Wealth, LLC unchanged	Shares	0	-$121	$3.9K
47	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$121	$3.9K
48	AMALGAMATED BANK trimmed	Shares	-569	-$160	$3.7K
49	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$194	$6.3K
50	Quaker Wealth Management, LLC trimmed	Shares	-2	-$217	$1.8K

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