CASS INFORMATION SYSTEMS INC CASS
CIK 0000708781 · CUSIP 14808P109
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $18.01M 338,281 shares | 0.00% | -3.15K(-0.90%)Reduced | SEC filing ↗ Nov 4, 2026 | ▾ |
| 02 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $15.73M 295,244 shares | 0.00% | -9.22K(-3.00%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 03 | Tributary Capital Management, LLC CIK 1441888 · View history | $12.34M 231,794 shares | 1.13% | -9.95K(-4.10%)Reduced | SEC filing ↗ Oct 28, 2026 | ▾ |
| 04 | ProShare Advisors LLC CIK 1357955 · View history | $7.18M 134,791 shares | 0.01% | -145.13K(-51.80%)Reduced | SEC filing ↗ Oct 29, 2026 | ▾ |
| 05 | Acumen Wealth Advisors, LLC CIK 1939202 · View history | $5.59M 104,969 shares | 1.02% | -650(-0.60%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 06 | Ballast Asset Management, LP CIK 1998389 · View history | $3.99M 74,995 shares | 1.74% | -2.29K(-3.00%)Reduced | SEC filing ↗ Nov 4, 2026 | ▾ |
| 07 | Axxion S.A. CIK 2030181 · View history | $3.92M 73,624 shares | 0.26% | 0(0.00%)Unchanged | SEC filing ↗ Oct 22, 2026 | ▾ |
| 08 | Bank of New York Mellon Corp CIK 1390777 · View history | $3.63M 68,150 shares | 0.00% | +34(0.00%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 09 | PINNACLE ASSOCIATES LTD CIK 743127 · View history | $3.53M 66,341 shares | 0.04% | -857(-1.30%)Reduced | SEC filing ↗ Oct 20, 2026 | ▾ |
| 10 | Russell Investments Group, Ltd. CIK 1692234 · View history | $3.48M 65,304 shares | 0.00% | +9.41K(+16.80%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 11 | Inspire Investing, LLC CIK 1670139 · View history | $3.02M 56,801 shares | 0.13% | +56.80KNew | SEC filing ↗ Oct 22, 2026 | ▾ |
| 12 | DEPRINCE RACE & ZOLLO INC CIK 1008894 · View history | $2.30M 43,224 shares | 0.04% | -2.44K(-5.30%)Reduced | SEC filing ↗ Oct 13, 2026 | ▾ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history | $1.55M 29,056 shares | 0.00% | -427(-1.40%)Reduced | SEC filing ↗ Nov 2, 2026 | ▾ |
| 14 | Creative Planning CIK 1540235 · View history | $1.54M 28,869 shares | 0.00% | +2.18K(+8.20%)Added | SEC filing ↗ Nov 2, 2026 | ▾ |
| 15 | JAG CAPITAL MANAGEMENT, LLC CIK 1080374 · View history | $1.36M 25,595 shares | 0.13% | +9(0.00%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 16 | LVZ, Inc. CIK 1574408 · View history | $1.22M 22,827 shares | 0.12% | 0(0.00%)Unchanged | SEC filing ↗ Oct 20, 2026 | ▾ |
| 17 | CWA Asset Management Group, LLC CIK 1667134 · View history | $1.02M 19,068 shares | 0.03% | -6.85K(-26.40%)Reduced | SEC filing ↗ Oct 19, 2026 | ▾ |
| 18 | LPL Financial LLC CIK 1403438 · View history | $984.74K 18,493 shares | 0.00% | -107(-0.60%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 19 | STRS OHIO CIK 820478 · View history | $963.83K 18,100 shares | 0.00% | +3.40K(+23.10%)Added | SEC filing ↗ Oct 30, 2026 | ▾ |
| 20 | Verdence Capital Advisors LLC CIK 1719305 · View history | $713.82K 13,405 shares | 0.03% | +698(+5.50%)Added | SEC filing ↗ Oct 26, 2026 | ▾ |
Showing 20 / 73 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 73 reporting institutions.
This page includes 20 of 73 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 73 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"14808P109","quarter":"2026Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.