The Vita Coco Co.COCO

13F holders, Q2 2026 (June 30)
341holders +72
107new positions
36sold out
10famous investors
$66.16avg. 13F price*

At the end of Q2 2026, 341 institutions reported holding The Vita Coco Co. Inc. (COCO) in their 13F filings, up 72 from Q1 2026. 107 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($463.7M), FMR LLC ($212.6M) and Wasatch Advisors LP ($149.2M). 10 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
The Vita Coco Co. Inc.
CUSIP
92846Q107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 180Q1 2024Q2 2024: 183Q2 2024Q3 2024: 184Q3 2024Q4 2024: 199Q4 2024Q1 2025: 206Q1 2025Q2 2025: 218Q2 2025Q3 2025: 229Q3 2025Q4 2025: 260Q4 2025Q1 2026: 269Q1 2026Q2 2026: 341Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions107$276.3M
Exits36$70.5M

All 13F filers, Q1 2026 → Q2 2026: 7,867,621 shares bought and 8,678,514 shares sold, net −810,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 341 holders

BlackRock, Inc. 0.01% Add +3.5% 7,010,187 $463.7M
FMR LLC 0.01% Reduce -32.4% 3,213,969 $212.6M
Wasatch Advisors LP 0.98% Reduce -38.6% 2,255,360 $149.2M
Vanguard Capital Management LLC 0.00% Add +0.1% 2,094,091 $138.5M
State Street Corp. 0.00% Add +6.9% 1,847,940 $122.3M
Wellington Management Group LLP 0.02% Reduce -21.0% 1,844,963 $122.0M
Driehaus Capital Management LLC 0.58% Reduce -1.3% 1,503,177 $99.4M
Geode Capital Management, LLC 0.00% Add +6.5% 1,379,689 $91.3M
Vanguard Portfolio Management LLC 0.00% Add +10.9% 1,244,889 $82.3M
Congress Asset Management Co. 0.49% New 1,207,102 $79.8M
Ameriprise Financial Inc. 0.02% Reduce -20.6% 1,146,654 $75.8M
Westfield Capital Management Co. LP 0.25% Reduce -1.2% 1,137,802 $75.3M
D. E. Shaw & Co. 0.05% Reduce -9.1% 1,104,020 $73.0M
Dimensional Fund Advisors LP 0.01% Add +2.3% 1,098,490 $72.7M
Loomis Sayles & Co. L P 0.08% Reduce -6.7% 1,001,278 $66.2M
Jane Street Group, LLC 0.04% New 927,278 $61.3M
Bank of America Corp. 0.00% Add +113.6% 857,603 $56.7M
T. Rowe Price Associates Inc. 0.00% Add +23.7% 739,487 $48.9M
Invesco Ltd. 0.00% Add +478.0% 690,799 $45.7M
Goldman Sachs Group Inc. 0.00% Add +24.3% 673,665 $44.6M
Lord, Abbett & Co. LLC 0.13% Add +17.8% 653,666 $43.2M
Two Sigma Investments, LP 0.03% Add +43.3% 648,091 $42.9M
GW&K Investment Management, LLC 0.27% Reduce -1.6% 528,872 $35.0M
Northern Trust Corp. 0.00% Add +8.5% 512,696 $33.9M
Morgan Stanley 0.00% Add +0.8% 449,443 $29.7M
Marshall Wace, LLP 0.02% Reduce -65.0% 439,293 $29.1M
Charles Schwab Investment Management Inc. 0.00% Add +9.6% 421,793 $27.9M
Artisan Partners Limited Partnership 0.05% Reduce -61.4% 417,923 $27.6M
First Trust Advisors LP 0.02% Add +8.0% 386,501 $25.6M
Nuveen, LLC 0.01% Add +2.6% 358,730 $23.7M
Principal Financial Group Inc. 0.01% Reduce -14.8% 346,306 $22.9M
JPMorgan Chase & Co. 0.00% Reduce -23.9% 308,389 $22.5M
Vanguard Fiduciary Trust Co. 0.00% Add +3.8% 323,270 $21.4M
Stansberry Asset Management, LLC 2.02% Reduce -20.0% 317,619 $21.0M
UBS Group AG 0.00% Reduce -4.4% 297,948 $19.7M
Algert Global LLC 0.23% Add +35.3% 296,102 $19.6M
Squarepoint Ops LLC 0.03% Add +314.6% 263,403 $17.4M
Bank of New York Mellon Corp 0.00% Add +2.2% 258,836 $17.1M
Franklin Resources Inc. 0.00% Add +0.1% 254,984 $16.9M
Sei Investments Co. 0.01% Add +50.2% 245,024 $16.2M
Silvercrest Asset Management Group LLC 0.10% New 239,810 $15.9M
Aberdeen Group plc 0.02% Reduce -25.9% 221,055 $14.6M
JW Asset Management, LLC 4.52% No change 218,621 $14.5M
Trexquant Investment LP 0.09% Reduce -14.4% 211,062 $14.0M
AQR Capital Management 0.00% Add +282.5% 192,015 $12.7M
BNP Paribas Financial Markets 0.01% Add +372.6% 189,028 $12.5M
Renaissance Technologies 0.02% New 186,000 $12.3M
Citadel Advisors 0.01% Reduce -2.4% 184,437 $12.2M
Gilder Gagnon Howe & Co. LLC 0.12% Reduce -1.7% 178,774 $11.8M
Raymond James Financial Inc. 0.00% Reduce -17.1% 169,926 $11.2M
Weiss Asset Management LP 0.19% New 165,946 $11.0M
Russell Investments Group, Ltd. 0.01% Reduce -17.7% 164,660 $10.9M
Public Sector Pension Investment Board 0.03% Reduce -3.8% 151,049 $10.0M
Segall Bryant & Hamill, LLC 0.12% Add +1.8% 149,865 $9.9M
Point72 Asset Management 0.02% New 146,345 $9.7M
New York State Common Retirement Fund 0.01% Reduce -53.1% 144,462 $9.6M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -61.0% 138,550 $9.2M
King Luther Capital Management Corp. 0.04% No change 137,157 $9.1M
Pier Capital, LLC 1.19% Add +0.1% 135,730 $9.0M
Bessemer Group Inc. 0.01% Add +2915.3% 135,175 $8.9M
Susquehanna International Group, LLP 0.01% Add +82.4% 126,364 $8.4M
Thrivent Financial for Lutherans 0.01% Reduce -2.7% 115,692 $7.7M
Credit Agricole S A 0.02% Add +9.4% 114,207 $7.6M
Rhumbline Advisers 0.01% Reduce -6.0% 110,769 $7.3M
Natixis 0.03% New 109,300 $7.2M
Legal & General Group Plc 0.00% Add +4.8% 106,650 $7.1M
Allworth Financial LP 0.03% Reduce -16.6% 104,613 $6.9M
Wells Fargo & Company 0.00% Add +44.4% 101,101 $6.7M
Victory Capital Management Inc. 0.00% Reduce -5.9% 100,078 $6.6M
Counterpoint Mutual Funds LLC 0.64% New 98,087 $6.5M
Swiss National Bank 0.00% Add +2.1% 97,300 $6.4M
Millennium Management 0.00% Reduce -39.1% 95,763 $6.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +37.5% 89,670 $5.9M
Osaic Holdings, Inc. 0.01% Add +2485.6% 89,230 $5.9M
Castleark Management LLC 0.16% Reduce -10.9% 86,960 $5.8M
Ranger Investment Management, L.P. 0.36% Reduce -40.2% 85,105 $5.6M
Oberweis Asset Management Inc./ 0.11% Reduce -46.4% 83,608 $5.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.4% 82,986 $5.5M
Informed Momentum Co LLC 0.48% New 80,850 $5.3M
Nia Impact Advisors, LLC 2.20% Reduce -11.5% 80,398 $5.3M
Summit Creek Advisors LLC 1.79% Reduce -63.3% 79,594 $5.3M
Jump Financial, LLC 0.05% New 75,429 $5.0M
Moran Wealth Management, LLC 0.13% Reduce -0.7% 71,645 $4.7M
Oak Ridge Investments LLC 0.26% Reduce -27.3% 70,109 $4.6M
Qube Research & Technologies Ltd 0.01% New 69,532 $4.6M
Federated Hermes, Inc. 0.01% Add +10.1% 65,978 $4.4M
American Century Companies Inc. 0.00% Add +77.7% 65,854 $4.4M
Nomura Asset Management International Inc. 0.01% Reduce -44.2% 63,016 $4.2M
Prudential Financial Inc. 0.00% Reduce -15.0% 61,380 $4.1M
Pictet Asset Management Holding SA 0.00% Reduce -20.3% 60,430 $4.0M
Moody Aldrich Partners LLC 0.69% Reduce -21.7% 57,865 $3.8M
LGT Fund Management Co Ltd. 0.16% New 56,485 $3.7M
California State Teachers Retirement System 0.00% Reduce -2.1% 56,099 $3.7M
Balyasny Asset Management L.P. 0.01% New 55,059 $3.6M
Alliancebernstein L.P. 0.00% Add +45.1% 75,546 $3.6M
XTX Topco Ltd 0.05% Add +55.7% 54,575 $3.6M
Envestnet Asset Management Inc. 0.00% Add +87.7% 53,834 $3.6M
Deutsche Bank AG 0.00% Add +23.2% 52,707 $3.5M
Maverick Capital 0.03% Reduce -32.9% 51,659 $3.4M
Citigroup Inc. 0.00% Add +218.5% 51,389 $3.4M
Thornburg Investment Management Inc. 0.03% New 48,173 $3.2M
Pathstone Holdings, LLC 0.01% Reduce -16.0% 42,249 $2.8M
HighTower Advisors, LLC 0.00% New 40,177 $2.7M
LPL Financial LLC 0.00% Add +131.8% 39,420 $2.6M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -27.9% 38,361 $2.5M
Tredje AP-fonden 0.01% New 38,088 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 37,519 $2.5M
Conestoga Capital Advisors, LLC 0.05% Add +24.5% 36,950 $2.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +7.2% 34,500 $2.3M
Cim, LLC 0.29% Add +159.0% 33,686 $2.2M
Trek Financial, LLC 0.11% New 32,794 $2.2M
Penserra Capital Management LLC 0.02% New 32,381 $2.1M
Brevan Howard Capital Management LP 0.03% Add +211.5% 31,885 $2.1M
Barclays PLC 0.00% Add +0.1% 31,563 $2.1M
Martingale Asset Management L P 0.05% Reduce -0.6% 31,508 $2.1M
Twinbeech Capital LP 0.37% Add +101.8% 31,278 $2.1M
State of Wisconsin Investment Board 0.00% Add +16.4% 29,936 $2.0M
Oppenheimer Asset Management Inc. 0.02% Reduce -23.9% 29,022 $1.9M
MetLife Investment Management, LLC 0.01% Add +7.4% 28,681 $1.9M
Voya Investment Management LLC 0.00% Add +247.2% 27,493 $1.8M
Capstone Investment Advisors, LLC 0.02% New 27,261 $1.8M
Stifel Financial Corp. 0.00% Add +104.3% 25,719 $1.7M
IMC-Chicago, LLC 0.02% New 25,565 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +9.2% 25,506 $1.7M
Nordea Investment Management AB 0.00% New 24,207 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 24,702 $1.6M
Aquatic Capital Management LLC 0.06% Reduce -15.9% 24,418 $1.6M
Baird Financial Group, Inc. 0.00% Reduce -72.7% 24,245 $1.6M
Fox Run Management, L.L.C. 0.26% New 23,903 $1.6M
Capital Fund Management S.A. 0.01% New 23,232 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.3% 22,633 $1.5M
Illinois Municipal Retirement Fund 0.02% New 22,077 $1.5M
Norges Bank 0.00% — 21,705 $1.4M
Quantbot Technologies LP 0.06% Add +320.5% 21,551 $1.4M
Faithward Advisors, LLC 0.17% Add +1.8% 20,980 $1.4M
Teacher Retirement System of Texas 0.00% Add +5.0% 20,241 $1.3M
Vanguard Global Advisers, LLC 0.00% Add +2.8% 20,076 $1.3M
Jupiter Topco LLC 0.00% — 20,021 $1.3M
Louisiana State Employees Retirement System 0.02% New 19,300 $1.3M
Great Lakes Advisors, LLC 0.01% No change 19,109 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +85.1% 18,676 $1.2M
Horizon Investments, LLC 0.01% New 17,652 $1.2M
Tudor Investment Corporation 0.00% New 17,174 $1.1M
STRS Ohio 0.00% New 17,000 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +181.7% 16,900 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -30.1% 16,773 $1.1M
Zacks Investment Management 0.01% New 16,693 $1.1M
Handelsbanken Fonder AB 0.00% New 16,400 $1.1M
Two Sigma Securities, LLC 0.09% New 16,043 $1.1M
Quantinno Capital Management LP 0.00% Reduce -74.3% 15,845 $1.0M
Ami Asset Management Corp. 0.06% Reduce -44.1% 15,060 $996K
State of New Jersey Common Pension Fund D 0.00% New 15,047 $995K
Oppenheimer & Co. Inc. 0.01% New 15,026 $994K
Capricorn Fund Managers Ltd 0.08% Reduce -84.2% 15,000 $992K
OMERS ADMINISTRATION Corp 0.01% Add +8.8% 14,802 $979K
Cerity Partners LLC 0.00% Reduce -2.0% 14,589 $965K
Virtu Financial LLC 0.03% Add +16.2% 14,575 $964K
Police & Firemen's Retirement System of New Jersey 0.01% Add +10.1% 14,495 $959K
Glenmede Trust Co. NA 0.00% Add +19.6% 14,399 $952K
Gotham Asset Management 0.00% Add +16.7% 14,171 $937K
Arizona State Retirement System 0.00% Add +0.7% 13,388 $885K
Bleakley Financial Group, LLC 0.01% Reduce -5.2% 13,245 $876K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -1.0% 12,756 $844K
Vident Advisory, LLC 0.01% Reduce -6.0% 12,709 $841K
Guggenheim Capital LLC 0.01% Add +120.3% 12,676 $838K
PNC Financial Services Group, Inc. 0.00% Add +20.4% 12,536 $829K
Fifth Third Bancorp 0.00% Reduce -7.6% 12,450 $823K
Intech Investment Management LLC 0.01% Add +11.3% 12,178 $805K
Amalgamated Bank 0.01% Reduce -6.2% 11,954 $791K
Vanguard Investments Australia, Ltd. 0.00% No change 11,926 $789K
Yousif Capital Management, LLC 0.01% Reduce -1.3% 11,799 $780K
Creative Planning 0.00% Add +35.9% 11,774 $779K
New York State Teachers Retirement System 0.00% New 10,920 $722K
KLP Kapitalforvaltning As 0.00% No change 10,700 $708K
Magnetar Financial LLC 0.01% Reduce -42.5% 10,681 $706K
EntryPoint Capital, LLC 0.17% New 10,624 $703K
Amundi 0.00% New 10,366 $686K
Occudo Quantitative Strategies LP 0.04% New 10,003 $662K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.3% 9,971 $659K
Sterling Capital Management LLC 0.01% Add +3120.7% 9,952 $658K
Orion Porfolio Solutions, LLC 0.01% Add +2.0% 9,918 $656K
Allspring Global Investments Holdings, LLC 0.00% New 9,333 $644K
Blackstone Inc. 0.00% New 9,654 $639K
USS Investment Management Ltd 0.00% New 9,500 $629K
Graham Capital Management, L.P. 0.02% New 9,393 $621K
Schroder Investment Management Group 0.00% Reduce -29.4% 8,372 $607K
Private Advisor Group, LLC 0.00% New 9,069 $600K
Canada Pension Plan Investment Board 0.00% Reduce -35.5% 8,900 $589K
Shay Capital LLC 0.06% Reduce -63.1% 8,700 $575K
PDT Partners, LLC 0.03% Reduce -60.8% 8,500 $562K
State Board of Administration of Florida Retirement System 0.00% No change 8,450 $559K
Unique Wealth Strategies, LLC 0.20% New 8,305 $549K
Jones Financial Companies LLLP 0.00% Add +139.2% 7,444 $549K
Atria Investments, Inc 0.01% New 8,246 $545K
Commerce Bank 0.00% No change 8,042 $532K
Nvwm, LLC 0.11% New 7,956 $526K
US Bancorp \de 0.00% Reduce -34.5% 7,912 $523K
Simplicity Wealth,LLC 0.02% Reduce -9.2% 7,645 $506K
Boothbay Fund Management, LLC 0.01% New 7,340 $485K
Savant Capital, LLC 0.00% New 8,197 $467K
Portside Wealth Group, LLC 0.05% New 7,013 $464K
Stirlingshire Investments, Inc. 0.34% Add +42.2% 6,971 $461K
ProShare Advisors LLC 0.00% Reduce -5.8% 6,948 $460K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 6,744 $446K
Advyzon Investment Management, LLC 0.03% Add +44.7% 6,692 $443K
Captrust Financial Advisors 0.00% New 6,568 $434K
Blueshift Asset Management, LLC 0.10% New 6,449 $427K
Cetera Investment Advisers 0.00% New 6,428 $425K
Maryland State Retirement & Pension System 0.01% Add +0.1% 6,427 $425K
Royal Bank of Canada 0.00% Add +26.8% 6,429 $425K
Ascent Group, LLC 0.01% Reduce -9.3% 5,929 $392K
Kings Path Partners LLC 0.10% Reduce -32.5% 5,920 $392K
Contravisory Investment Management, Inc. 0.07% Reduce -7.6% 5,851 $387K
Xponance LLC 0.00% Reduce -4.0% 5,837 $386K
M&T Bank Corp 0.00% New 5,757 $381K
Swiss Life Asset Management Ltd 0.00% New 5,622 $372K
Aviva PLC 0.00% Reduce -35.6% 5,492 $363K
Susquehanna Portfolio Strategies, LLC 0.01% No change 5,432 $359K
Caitlin John, LLC 0.19% New 5,265 $348K
Jain Global LLC 0.00% New 5,169 $342K
Bayforest Capital Ltd 0.32% New 5,158 $341K
Massar Capital Management, LP 0.12% Reduce -51.5% 5,084 $336K
MML Investors Services, LLC 0.00% New 5,044 $334K
Mutual of America Capital Management LLC 0.00% Add +0.4% 5,036 $333K
OP Asset Management Ltd 0.00% New 5,035 $333K
Vanguard Personalized Indexing Management, LLC 0.00% Add +8.1% 4,841 $320K
Tower Research Capital LLC (TRC) 0.01% Add +195.8% 4,830 $319K
Engineers Gate Manager LP 0.00% New 4,501 $298K
Ameritas Investment Partners, Inc. 0.01% Add +15.3% 4,460 $295K
CoreCap Advisors, LLC 0.01% Reduce -3.8% 4,388 $290K
Acadian Asset Management LLC 0.00% Reduce -3.7% 4,404 $289K
Alpine Woods Capital Investors, LLC 0.06% Reduce -5.6% 4,325 $286K
MAI Capital Management 0.00% Add +0.9% 4,117 $272K
AdvisorShares Investments LLC 0.03% New 4,100 $271K
Midwest Trust Co 0.00% New 4,059 $268K
Bridgefront Capital, LLC 0.07% New 4,018 $266K
Gsa Capital Partners LLP 0.02% New 4,007 $265K
Equitable Holdings, Inc. 0.00% New 3,944 $261K
Norden Group LLC 0.02% New 3,895 $258K
Mercer Global Advisors Inc. 0.00% New 3,869 $256K
Mediolanum International Funds Ltd 0.00% New 3,383 $245K
Bridgewater Associates 0.00% New 3,648 $241K
Bank of Montreal 0.00% New 3,547 $235K
Mangrove Partners Im, LLC 0.02% New 3,500 $231K
Lotus Technology Management, LP 0.28% New 3,150 $231K
SmartHarvest Portfolios, LLC 0.07% New 3,468 $229K
Wedmont Private Capital 0.01% New 3,172 $226K
1620 Investment Advisors, Inc. 0.13% Reduce -10.6% 3,287 $217K
State of Wyoming 0.02% Reduce -67.0% 3,286 $217K
Sig Brokerage, LP 0.03% New 3,150 $208K
Neuberger Berman Group LLC 0.00% New 3,137 $207K
FourThought Financial Partners, LLC 0.02% Reduce -35.5% 3,052 $202K
Ground Swell Capital, LLC 0.22% New 3,050 $202K
SG Americas Securities, LLC 0.00% Reduce -94.2% 2,684 $178K
Walleye Capital LLC 0.00% Reduce -49.1% 2,636 $174K
Exchange Traded Concepts, LLC 0.00% Add +245.7% 2,544 $168K
Bokf, NA 0.00% Reduce -42.1% 2,499 $165K
Vestcor Inc 0.00% No change 2,008 $133K
Virtus Advisers, LLC 0.05% New 1,952 $129K
Nykredit A/S 0.00% — 1,864 $123K
KBC Group NV 0.00% No change 1,798 $119K
Ameritas Advisory Services, LLC 0.00% Add +166200.0% 1,663 $110K
GAMMA Investing LLC 0.00% Add +10.4% 1,394 $92K
Nisa Investment Advisors, LLC 0.00% Add +110.3% 1,308 $87K
Farther Finance Advisors, LLC 0.00% Add +2281.6% 1,167 $77K
Assetmark, Inc. 0.00% No change 1,061 $70K
Larson Financial Group LLC 0.00% Add +19.8% 1,042 $69K
Rockefeller Capital Management L.P. 0.00% Add +1.2% 835 $55K
Covestor Ltd 0.03% Reduce -17.7% 824 $55K
Simplex Trading, LLC 0.00% Reduce -96.5% 824 $54K
Summit Securities Group LLC 0.01% New 807 $53K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -10.6% 745 $49K
Pinnacle Wealth Planning Services, Inc. 0.00% New 700 $46K
IFP Advisors, Inc 0.00% Add +210.4% 689 $46K
Mather Group, Llc. 0.00% No change 594 $39K
USA Financial Formulas 0.01% — 523 $35K
Salomon & Ludwin, LLC 0.00% Add +1015.4% 435 $30K
Hantz Financial Services, Inc. 0.00% Add +97.0% 457 $30K
Caitong International Asset Management Co., Ltd 0.00% Reduce -78.5% 420 $28K
Optiver Holding B.V. 0.00% Add +3518.2% 398 $26K
Tokio Marine Asset Management Co. Ltd. 0.00% New 397 $26K
Kemnay Advisory Services Inc. 0.00% Reduce -67.2% 357 $24K
Eurizon Capital SGR S.p.A. 0.00% New 313 $23K
Smartleaf Asset Management LLC 0.00% No change 313 $23K
Geneos Wealth Management Inc. 0.00% No change 300 $20K
Arax Advisory Partners 0.00% New 279 $18K
Zions Bancorporation, National Association 0.00% Reduce -3.9% 271 $18K
Group One Trading LLC 0.00% New 260 $17K
Cullen/Frost Bankers, Inc. 0.00% Add +3242.9% 234 $15K
UMB Bank, n.a. 0.00% Add +536.1% 229 $15K
Los Angeles Capital Management LLC 0.00% No change 205 $14K
Accent Capital Management, LLC 0.01% Add +18.3% 200 $13K
Silver Grove Financial Group, Inc. 0.01% New 198 $13K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 186 $12K
Clearstead Advisors, LLC 0.00% New 126 $8K
Crewe Advisors LLC 0.00% New 107 $7K
Whittier Trust Co. 0.00% No change 105 $7K
Sankala Group LLC 0.00% No change 100 $6K
Fortitude Family Office, LLC 0.00% Reduce -15.4% 88 $6K
Rothschild Investment LLC 0.00% Reduce -1.1% 88 $6K
NewEdge Advisors, LLC 0.00% New 80 $5K
Signaturefd, LLC 0.00% Add +484.6% 76 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +84.8% 61 $4K
Huntington National Bank 0.00% No change 53 $4K
MPWM Advisory Solutions, LLC 0.00% New 50 $3K
Federation des caisses Desjardins du Quebec 0.00% New 50 $3K
SBI Securities Co., Ltd. 0.00% Add +253.8% 46 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -87.6% 45 $3K
Keating Financial Advisory Services, Inc. 0.00% Add +7.7% 42 $3K
Torren Management, LLC 0.00% No change 40 $3K
Financial Network Wealth Advisors LLC 0.00% New 32 $2K
Versant Capital Management, Inc 0.00% Reduce -67.1% 25 $2K
Parkside Financial Bank & Trust 0.00% Add +53.3% 23 $2K
Financial Consulate, Inc. 0.00% New 23 $2K
SouthState Bank Corp 0.00% No change 20 $1K
Farmers & Merchants Investments Inc. 0.00% New 20 $1K
Continuum Advisory, LLC 0.00% New 19 $1K
Parallel Advisors, LLC 0.00% New 17 $1K
Essential Partners LLC 0.00% No change 14 $926
TD Private Client Wealth LLC 0.00% No change 14 $926
Global Retirement Partners, LLC 0.00% — 13 $860
True Wealth Design, LLC 0.00% No change 12 $794
DecisionPoint Financial, LLC 0.00% No change 10 $690
Northwestern Mutual Wealth Management Co. 0.00% Reduce -91.9% 10 $661
Plante Moran Financial Advisors, LLC 0.00% New 7 $463
Ankerstar Wealth, LLC 0.00% New 5 $331
Gilpin Wealth Management, LLC 0.00% New 5 $331
Stone House Investment Management, LLC 0.00% No change 5 $331
Transamerica Financial Advisors, LLC 0.00% New 5 $330
Bogart Wealth, LLC 0.00% No change 4 $265
CVA Family Office, LLC 0.00% Reduce -25.0% 3 $198
Fiduciary Financial Advisors 0.00% New 3 $198
Davis Capital Management 0.00% New 2 $132
Creative Capital Management Investments LLC 0.00% New 2 $132
Decker Retirement Planning Inc. 0.00% No change 2 $132
GHP Investment Advisors, Inc. 0.00% No change 1 $67
SJS Investment Consulting Inc. 0.00% New 1 $67
Abound Wealth Management 0.00% New 1 $67
LRI Investments, LLC 0.00% New 1 $66
Hughes Financial Services, LLC 0.00% New 1 $66
Evolution Advisers, Inc. 0.00% New 2 $0

"% of holder's portfolio" is COCO's weight in each manager's 13F, not the share of The Vita Coco Co. Inc. the manager owns.