Who owns Cass Information Systems Inc (CASS)?
85 US mutual funds and ETFs from 51 fund families reported a position in CASS for the quarter ending 2026-06-30. Against their own report a quarter earlier, 34 raised shares, 1 opened a new position, 18 cut and 4 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Ishares Trust | 6 | 22.6% |
| Vanguard Index Funds | 2 | 22.4% |
| Heartland Group Inc. | 1 | 16.0% |
| Brown Advisory Funds | 1 | 11.6% |
| Unified Series Trust | 2 | 6.3% |
| Tributary Capital Management, Llc | 1 | 6.1% |
Tracked managers holding CASS
None of the managers Prior Moves tracks on 13F reports CASS in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about CASS. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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