As of the latest SEC filings, CAVA GROUP, INC. (CAVA) is held by 418 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $469,879,173.20 in market value, representing 0.58% of its portfolio.
Funds holding CAVA GROUP, INC. (CAVA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CAVA
- CIK:
- 0001639438
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.58% | $469,879,173.20 | 5,808,148 | Mar 31, 2026 | May 28, 2026 |
|
CAFAX
AMCAP Fund
|
MF | Independent / Boutique | 0.32% | $297,120,936.72 | 3,602,776 | Feb 28, 2026 | Apr 27, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.25% | $267,171,521.90 | 3,302,491 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $254,238,767.00 | 3,142,630 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.11% | $184,523,596.50 | 2,280,885 | Mar 31, 2026 | May 28, 2026 |
|
ALLIX
AB LARGE CAP GROWTH FUND INC
|
MF | Independent / Boutique | 0.47% | $111,562,925.76 | 1,194,336 | Apr 30, 2026 | Jun 24, 2026 |
|
PAWAX
T. Rowe Price All-Cap Opportunities Fund
|
MF | T. Rowe Price | 0.77% | $110,691,505.90 | 1,368,251 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.27% | $103,343,358.90 | 1,277,421 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.11% | $90,088,702.90 | 1,113,581 | Mar 31, 2026 | May 28, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.53% | $67,259,451.00 | 831,390 | Mar 31, 2026 | May 28, 2026 |
|
POAGX
PRIMECAP Odyssey Aggressive Growth Fund
|
MF | Independent / Boutique | 0.93% | $63,187,194.50 | 676,450 | Apr 30, 2026 | Jun 29, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.25% | $60,821,590.80 | 751,812 | Mar 31, 2026 | Jun 1, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.29% | $54,107,214.40 | 668,816 | Mar 31, 2026 | May 28, 2026 |
|
-
Growth Fund
|
ETF | Capital Group / American Funds | 0.10% | $51,989,656.90 | 642,641 | Mar 31, 2026 | May 28, 2026 |
|
HRSMX
Hood River Small-Cap Growth Fund
|
MF | Independent / Boutique | 0.96% | $50,143,195.30 | 619,817 | Mar 31, 2026 | May 29, 2026 |
|
CGGR
Capital Group Growth ETF
|
ETF | Independent / Boutique | 0.25% | $49,858,145.67 | 604,561 | Feb 28, 2026 | Apr 28, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.50% | $46,493,149.10 | 574,699 | Mar 31, 2026 | May 22, 2026 |
|
CHCLX
AB DISCOVERY GROWTH FUND, INC.
|
MF | Independent / Boutique | 1.65% | $44,427,383.97 | 475,617 | Apr 30, 2026 | Jun 24, 2026 |
|
SAGCX
ClearBridge Growth Fund
|
MF | Franklin Templeton | 1.04% | $43,890,534.00 | 532,200 | Feb 27, 2026 | Apr 24, 2026 |
|
FBCHX
Fidelity Blue Chip Growth Fund
|
MF | Fidelity | 0.05% | $43,490,855.31 | 465,591 | Apr 30, 2026 | Jun 26, 2026 |
|
FSGAX
Franklin Small-Mid Cap Growth Fund
|
MF | Franklin Templeton | 1.22% | $43,093,395.76 | 461,336 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.11% | $43,034,330.46 | 521,818 | Feb 28, 2026 | Apr 24, 2026 |
|
HAGAX
Carillon Eagle Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.90% | $42,720,782.10 | 528,069 | Mar 31, 2026 | May 26, 2026 |
|
VHCAX
VANGUARD CAPITAL OPPORTUNITY FUND
|
MF | Vanguard | 0.16% | $40,320,560.00 | 498,400 | Mar 31, 2026 | May 28, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.47% | $39,558,761.36 | 423,496 | Apr 30, 2026 | Jun 26, 2026 |
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