Coca-Cola ConsolidatedCOKE
13F holders, Q4 2025 (December 31)532holders +75
96new positions
33sold out
9famous investors
$153.18avg. 13F price*
At the end of Q4 2025, 532 institutions reported holding Coca-Cola Consolidated Inc. (COKE) in their 13F filings, up 75 from Q3 2025. 96 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($871.7M), BlackRock, Inc. ($780.1M) and Boston Partners ($357.1M). 9 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Coca-Cola Consolidated Inc.
- CUSIP
- 191098102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $85.8M |
| Exits | 33 | $35.4M |
All 13F filers, Q3 2025 → Q4 2025: 3,015,902 shares bought and 2,817,641 shares sold, net +198,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 532 holders
| Vanguard Group Inc. | 0.01% | Add +6.4% | 5,686,058 | $871.7M |
| BlackRock, Inc. | 0.01% | Reduce -5.8% | 5,088,714 | $780.1M |
| Boston Partners | 0.37% | Add +7.8% | 2,329,643 | $357.1M |
| First Trust Advisors LP | 0.23% | Add +42.1% | 2,037,083 | $312.3M |
| State Street Corp. | 0.01% | Reduce -1.4% | 1,694,928 | $259.8M |
| Diversified Trust Co. | 4.13% | Add +0.0% | 1,462,380 | $224.2M |
| Norges Bank | 0.02% | — | 1,450,800 | $222.4M |
| AQR Capital Management | 0.12% | Add +5.9% | 1,450,162 | $222.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.2% | 1,408,115 | $215.9M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -4.7% | 1,115,501 | $171.0M |
| Vaughan Nelson Investment Management, L.P. | 0.86% | Add +6.8% | 574,165 | $88.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.5% | 469,737 | $72.0M |
| Northern Trust Corp. | 0.01% | Reduce -7.4% | 460,283 | $70.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -31.7% | 411,441 | $63.1M |
| Morgan Stanley | 0.00% | Add +0.1% | 400,732 | $61.4M |
| D. E. Shaw & Co. | 0.05% | Reduce -18.1% | 362,626 | $55.6M |
| Renaissance Technologies | 0.08% | Reduce -12.9% | 336,970 | $51.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.2% | 317,377 | $48.7M |
| Truist Financial Corp. | 0.06% | Reduce -0.3% | 283,974 | $43.5M |
| Lord, Abbett & Co. LLC | 0.13% | Reduce -9.9% | 265,581 | $40.7M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 259,462 | $39.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 249,986 | $38.3M |
| FMR LLC | 0.00% | Reduce -0.3% | 245,517 | $37.6M |
| Fuller & Thaler Asset Management, Inc. | 0.12% | Add +2.6% | 234,031 | $35.9M |
| Vest Financial, LLC | 0.45% | Add +60.8% | 232,597 | $35.7M |
| Millennium Management | 0.03% | Add +12.1% | 225,947 | $34.6M |
| American Century Companies Inc. | 0.02% | Add +70.0% | 206,918 | $31.7M |
| Public Employees Retirement Association of Colorado | 0.12% | No change | 205,228 | $31.5M |
| Caisse de depot et placement du Quebec | 0.05% | Add +221.9% | 190,908 | $29.3M |
| Bank of America Corp. | 0.00% | Add +65.4% | 184,884 | $28.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.1% | 183,425 | $28.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -21.9% | 182,473 | $28.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -14.4% | 148,284 | $22.7M |
| Rhumbline Advisers | 0.02% | Reduce -4.2% | 147,172 | $22.6M |
| Chilton Investment Co. Inc. | 0.47% | Reduce -53.0% | 146,284 | $22.4M |
| SG Americas Securities, LLC | 0.03% | Add +2731.0% | 141,889 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.1% | 139,292 | $21.4M |
| Natixis Advisors, LLC | 0.03% | Add +27.2% | 136,224 | $20.9M |
| Arbejdsmarkedets Tillaegspension | 0.52% | — | 134,400 | $20.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.2% | 126,615 | $19.4M |
| River Road Asset Management, LLC | 0.21% | Reduce -12.1% | 124,005 | $19.0M |
| Amundi | 0.01% | Add +64.5% | 123,986 | $19.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.8% | 123,286 | $18.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.4% | 121,648 | $18.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.0% | 118,286 | $18.1M |
| UBS Group AG | 0.00% | Reduce -48.8% | 117,512 | $18.0M |
| Victory Capital Management Inc. | 0.01% | Add +28.8% | 113,915 | $17.5M |
| Algert Global LLC | 0.26% | Reduce -46.3% | 108,022 | $16.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -47.0% | 107,675 | $16.5M |
| Nuveen, LLC | 0.00% | Add +2.9% | 106,339 | $16.3M |
| California Public Employees Retirement System | 0.01% | Add +5.8% | 105,650 | $16.2M |
| Swiss National Bank | 0.01% | Reduce -4.0% | 100,450 | $15.4M |
| Bank of Nova Scotia | 0.02% | Add +59.9% | 94,011 | $14.4M |
| Franklin Resources Inc. | 0.00% | Add +6.0% | 92,386 | $14.2M |
| Alliancebernstein L.P. | 0.00% | Add +22.1% | 86,625 | $13.3M |
| Legal & General Group Plc | 0.00% | Reduce -23.4% | 82,852 | $12.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 82,391 | $12.6M |
| Baird Financial Group, Inc. | 0.02% | Add +6.9% | 80,490 | $12.3M |
| Retirement Systems of Alabama | 0.04% | Reduce -46.1% | 79,249 | $12.1M |
| Gotham Asset Management | 0.04% | Add +30.8% | 78,023 | $12.0M |
| Susquehanna Portfolio Strategies, LLC | 0.18% | Add +3.0% | 74,755 | $11.5M |
| Martingale Asset Management L P | 0.28% | Reduce -6.5% | 73,066 | $11.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.7% | 72,091 | $11.1M |
| GMO | 0.03% | New | 68,421 | $10.5M |
| ING Groep NV | 0.06% | Add +738.8% | 67,100 | $10.3M |
| Citigroup Inc. | 0.01% | Add +4.0% | 67,007 | $10.3M |
| Marathon Asset Management Ltd | 0.34% | Reduce -8.9% | 58,068 | $8.9M |
| LPL Financial LLC | 0.00% | Add +0.2% | 57,896 | $8.9M |
| Voleon Capital Management LP | 0.19% | Add +49.4% | 57,776 | $8.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -1.8% | 54,768 | $8.4M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -2.1% | 53,253 | $8.2M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -7.6% | 52,712 | $8.1M |
| Focus Partners Wealth | 0.01% | Reduce -1.1% | 59,181 | $7.7M |
| Horizon Investments, LLC | 0.10% | Add +1655666.7% | 49,673 | $7.6M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 48,744 | $7.5M |
| California State Teachers Retirement System | 0.01% | Reduce -4.4% | 48,580 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.6% | 46,101 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.2% | 45,707 | $7.0M |
| Reinhart Partners, Llc. | 0.21% | Reduce -27.1% | 45,078 | $6.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.3% | 42,798 | $6.6M |
| Verition Fund Management LLC | 0.04% | Add +574.9% | 40,709 | $6.2M |
| Nicola Wealth Management LTD. | 0.57% | No change | 40,600 | $6.2M |
| Citadel Advisors | 0.00% | Add +25.2% | 40,307 | $6.2M |
| HSBC Holdings PLC | 0.00% | New | 39,551 | $6.1M |
| Barclays PLC | 0.00% | Reduce -87.3% | 39,560 | $6.1M |
| Mariner, LLC | 0.01% | Add +19.1% | 37,994 | $5.8M |
| Point72 Asset Management | 0.01% | New | 36,111 | $5.5M |
| Navellier & Associates Inc. | 0.62% | Reduce -8.0% | 35,852 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +121.3% | 35,407 | $5.4M |
| Engineers Gate Manager LP | 0.06% | Add +84.0% | 35,174 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.3% | 35,156 | $5.4M |
| Illinois Municipal Retirement Fund | 0.07% | Reduce -19.3% | 34,487 | $5.3M |
| Ieq Capital, LLC | 0.02% | Add +16.4% | 34,413 | $5.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -0.2% | 34,356 | $5.3M |
| Harvest Investment Services, LLC | 0.99% | Reduce -2.7% | 34,254 | $5.3M |
| Twinbeech Capital LP | 0.37% | New | 33,800 | $5.2M |
| Lazard Asset Management LLC | 0.01% | Reduce -6.8% | 33,286 | $5.1M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | New | 32,866 | $5.0M |
| Creative Planning | 0.00% | Add +12.7% | 32,642 | $5.0M |
| Marshall Wace, LLP | 0.00% | Reduce -70.4% | 32,624 | $5.0M |
| HighPoint Advisor Group LLC | 0.11% | Add +22.6% | 31,696 | $4.9M |
| Prudential Financial Inc. | 0.01% | Add +463.3% | 31,066 | $4.8M |
| Fortress Private Ledger, LLC | 1.57% | Add +3.1% | 31,046 | $4.8M |
| Voya Investment Management LLC | 0.01% | Reduce -27.3% | 30,974 | $4.7M |
| Trexquant Investment LP | 0.04% | Add +141.3% | 29,427 | $4.5M |
| Quantinno Capital Management LP | 0.01% | Add +199.7% | 28,395 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 28,196 | $4.3M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -10.3% | 28,032 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -9.6% | 28,015 | $4.3M |
| VELA Investment Management, LLC | 1.14% | Reduce -9.7% | 27,355 | $4.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -29.0% | 27,224 | $4.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -13.3% | 27,322 | $4.2M |
| L2 Asset Management, LLC | 0.54% | Reduce -18.4% | 26,479 | $4.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.8% | 26,149 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -5.2% | 25,910 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.2% | 27,028 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | New | 25,585 | $3.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +4.4% | 24,046 | $3.7M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +5.6% | 23,954 | $3.7M |
| New York State Common Retirement Fund | 0.00% | Add +9.1% | 23,900 | $3.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.0% | 23,735 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 23,717 | $3.6M |
| Occudo Quantitative Strategies LP | 0.24% | New | 23,298 | $3.6M |
| Walleye Capital LLC | 0.02% | Add +75.1% | 22,576 | $3.5M |
| James Investment Research, Inc. | 0.38% | Add +62.2% | 22,412 | $3.4M |
| Jain Global LLC | 0.04% | New | 22,355 | $3.4M |
| Qube Research & Technologies Ltd | 0.00% | New | 22,096 | $3.4M |
| Vident Advisory, LLC | 0.03% | Reduce -30.4% | 21,798 | $3.3M |
| Assetmark, Inc. | 0.01% | Reduce -7.2% | 21,244 | $3.3M |
| Bridgewater Associates | 0.01% | Reduce -20.7% | 20,856 | $3.2M |
| Federated Hermes, Inc. | 0.01% | Add +90.6% | 20,441 | $3.1M |
| Templeton & Phillips Capital Management, LLC | 2.09% | No change | 20,430 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.1% | 20,256 | $3.1M |
| Ritholtz Wealth Management | 0.06% | Add +1.8% | 20,219 | $3.1M |
| Pullen Investment Management, LLC | 1.61% | Add +0.2% | 19,958 | $3.1M |
| Prudential PLC | 0.02% | New | 19,853 | $3.0M |
| Paralel Advisors LLC | 0.12% | No change | 19,816 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +40.3% | 19,427 | $3.0M |
| Pacer Advisors, Inc. | 0.01% | Add +19.1% | 19,248 | $3.0M |
| Nutshell Asset Management Ltd | 1.04% | New | 19,000 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -26.3% | 18,781 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 18,391 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +13.9% | 18,050 | $2.8M |
| Family Manage LLC | 0.35% | New | 18,025 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1508.8% | 18,018 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 17,812 | $2.7M |
| IFP Advisors, Inc | 0.06% | Reduce -12.4% | 17,711 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5.3% | 17,647 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -56.2% | 17,275 | $2.6M |
| Evolve Private Wealth, LLC | 0.16% | — | 17,124 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.8% | 16,638 | $2.6M |
| Comerica Bank | 0.01% | Reduce -6.1% | 15,796 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -6.0% | 15,700 | $2.4M |
| Genus Capital Management Inc. | 0.28% | New | 15,500 | $2.4M |
| Vestcor Inc | 0.07% | Reduce -21.9% | 15,436 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.4% | 14,967 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +2.8% | 14,730 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +6.7% | 14,561 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.3% | 14,551 | $2.2M |
| Intech Investment Management LLC | 0.02% | Reduce -22.9% | 14,473 | $2.2M |
| Cwm, LLC | 0.01% | Add +7.6% | 14,393 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +20.4% | 14,293 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -11.2% | 14,164 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -8.0% | 14,155 | $2.2M |
| State of Michigan Retirement System | 0.01% | Reduce -6.3% | 13,400 | $2.1M |
| &partners | 0.01% | Add +0.3% | 13,144 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.5% | 12,738 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -5.3% | 12,655 | $1.9M |
| Squarepoint Ops LLC | 0.00% | New | 12,572 | $1.9M |
| FORA Capital, LLC | 0.23% | New | 12,284 | $1.9M |
| EJF Capital LP | 1.07% | No change | 12,250 | $1.9M |
| Mezzasalma Advisors, LLC | 0.45% | Add +29.5% | 12,512 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.0% | 12,227 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.4% | 12,157 | $1.9M |
| New Mexico Educational Retirement Board | 0.05% | No change | 11,990 | $1.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -56.8% | 11,667 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -74.6% | 11,628 | $1.8M |
| Flynn Zito Capital Management, LLC | 0.63% | Reduce -0.8% | 11,531 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -0.9% | 11,500 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -7.0% | 11,240 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.1% | 11,096 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -32.8% | 10,586 | $1.6M |
| Independent Advisor Alliance | 0.04% | Add +0.3% | 10,496 | $1.6M |
| Sei Investments Co. | 0.00% | Add +12.9% | 10,399 | $1.6M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -88.5% | 10,400 | $1.6M |
| ROI Financial Advisors, LLC | 0.92% | Add +2.0% | 10,392 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -7.7% | 10,367 | $1.6M |
| Prelude Capital Management, LLC | 0.11% | Add +85.7% | 9,794 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | New | 9,768 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 9,755 | $1.5M |
| Man Group plc | 0.00% | Reduce -59.9% | 9,522 | $1.5M |
| Silver Oak Securities, Incorporated | 0.09% | Add +48.1% | 9,051 | $1.4M |
| Numerai GP LLC | 0.17% | Reduce -58.7% | 9,121 | $1.4M |
| Exchange Traded Concepts, LLC | 0.01% | Add +35.8% | 9,071 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Add +5.6% | 8,637 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.2% | 8,554 | $1.3M |
| Virtu Financial LLC | 0.05% | New | 8,483 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -4.6% | 8,472 | $1.3M |
| OneAscent Wealth Management LLC | 0.43% | Reduce -0.2% | 8,444 | $1.3M |
| KG Capital Management | 0.33% | Add +19.1% | 8,425 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 8,387 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +72.6% | 8,169 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -79.8% | 8,100 | $1.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -22.6% | 7,914 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.4% | 7,768 | $1.2M |
| Sovereign's Capital Management, LLC | 0.70% | Reduce -52.5% | 7,506 | $1.2M |
| Redwood Investment Management, LLC | 0.12% | New | 7,103 | $1.1M |
| Axq Capital, LP | 0.24% | New | 6,833 | $1.0M |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -3.8% | 6,763 | $1.0M |
| Mullaney, Keating & Wright, Inc. | 0.55% | No change | 14,821 | $1.0M |
| South Dakota Investment Council | 0.02% | Reduce -36.4% | 6,649 | $1.0M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -22.8% | 6,429 | $986K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.3% | 6,221 | $954K |
| Deutsche Bank AG | 0.00% | Add +3.4% | 6,184 | $948K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.1% | 6,040 | $926K |
| Xponance LLC | 0.01% | Reduce -13.5% | 6,020 | $923K |
| Hancock Whitney Corp. | 0.02% | Reduce -20.0% | 5,848 | $897K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +2787.5% | 5,775 | $885K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,560 | $852K |
| OP Asset Management Ltd | 0.01% | No change | 5,533 | $848K |
| Independence Bank of Kentucky | 0.10% | No change | 5,500 | $843K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +189.3% | 5,490 | $842K |
| Magnetar Financial LLC | 0.01% | New | 5,479 | $840K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.4% | 5,451 | $836K |
| Values First Advisors, Inc. | 0.43% | New | 5,437 | $833K |
| Ethic Inc. | 0.01% | Add +15.0% | 5,432 | $833K |
| Jump Financial, LLC | 0.01% | Add +163.2% | 5,413 | $830K |
| Davis Investment Partners, LLC | 0.28% | No change | 5,400 | $809K |
| Clearstead Advisors, LLC | 0.01% | Add +5.5% | 5,153 | $790K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +58.1% | 5,126 | $786K |
| William Mack & Associates, Inc. | 0.37% | Add +0.2% | 5,078 | $779K |
| Convergence Investment Partners, LLC | 0.15% | New | 4,954 | $759K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.2% | 4,837 | $741K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.6% | 4,715 | $723K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 5,838 | $718K |
| Frank, Rimerman Advisors LLC | 0.04% | Add +1.4% | 4,621 | $708K |
| Guggenheim Capital LLC | 0.01% | Reduce -17.7% | 4,611 | $707K |
| World Investment Advisors | 0.01% | Add +36.3% | 4,555 | $698K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.5% | 4,504 | $690K |
| Patron Partners, LLC | 0.30% | Add +13.9% | 4,419 | $677K |
| Graham Capital Management, L.P. | 0.03% | Reduce -7.9% | 4,353 | $667K |
| Macroview Investment Management LLC | 0.46% | No change | 4,330 | $664K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -10.0% | 4,325 | $663K |
| First National Trust Co | 0.02% | Reduce -0.4% | 4,292 | $658K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.5% | 4,276 | $655K |
| Larson Financial Group LLC | 0.02% | Reduce -12.6% | 4,254 | $652K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -33.7% | 4,230 | $648K |
| Towercrest Capital Management | 0.10% | Add +1.1% | 9,240 | $646K |
| Allworth Financial LP | 0.00% | Add +4.5% | 4,203 | $644K |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 4,139 | $634K |
| Securian Asset Management, Inc. | 0.02% | Reduce -7.7% | 4,122 | $632K |
| Callan Family Office, LLC | 0.01% | Add +2.1% | 4,115 | $631K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +2.3% | 4,021 | $616K |
| Berkshire Asset Management LLC | 0.03% | No change | 4,020 | $616K |
| Advisortrust Partners, LLC | 0.27% | — | 4,008 | $614K |
| 1832 Asset Management L.P. | 0.00% | Reduce -3.9% | 3,989 | $612K |
| Ethos Financial Group, LLC | 0.04% | New | 3,959 | $607K |
| Alliance Wealth Management Group | 0.13% | Add +1.2% | 8,589 | $600K |
| Acadian Asset Management LLC | 0.00% | New | 3,870 | $592K |
| Quadrant Capital Group LLC | 0.02% | Add +5.3% | 3,828 | $587K |
| Inceptionr LLC | 0.16% | Reduce -8.1% | 3,786 | $580K |
| Alps Advisors Inc. | 0.00% | Add +1.1% | 3,778 | $579K |
| MML Investors Services, LLC | 0.00% | Reduce -3.9% | 3,745 | $574K |
| XTX Topco Ltd | 0.01% | Reduce -39.6% | 3,734 | $572K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.5% | 3,757 | $565K |
| Hobbs Group Advisors, LLC | 0.17% | New | 3,662 | $561K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.5% | 3,621 | $555K |
| denkapparat Operations GmbH | 0.30% | No change | 3,614 | $554K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.2% | 3,475 | $548K |
| Stifel Financial Corp. | 0.00% | Reduce -23.1% | 3,547 | $544K |
| Benjamin Edwards Inc. | 0.01% | No change | 3,535 | $542K |
| Cynosure Group, LLC | 0.05% | Add +3.9% | 3,521 | $540K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.6% | 3,474 | $533K |
| Patten Group, Inc. | 0.10% | New | 3,453 | $529K |
| Accent Capital Management, LLC | 0.22% | No change | 3,410 | $523K |
| Tidal Investments LLC | 0.00% | Reduce -18.1% | 3,403 | $522K |
| Keybank National Association | 0.00% | Reduce -15.0% | 3,381 | $518K |
| Dynasty Wealth Management, LLC | 0.01% | Add +17.9% | 3,332 | $511K |
| Prospera Financial Services Inc | 0.01% | Add +5.1% | 3,315 | $508K |
| Oppenheimer & Co. Inc. | 0.01% | New | 3,142 | $482K |
| Continuum Advisory, LLC | 0.05% | No change | 3,130 | $480K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -35.3% | 3,088 | $473K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,120 | $470K |
| Wedmont Private Capital | 0.02% | Add +15.3% | 3,168 | $466K |
| Cloud Capital Management, LLC | 0.22% | Add +0.1% | 3,016 | $461K |
| Utah Retirement Systems | 0.00% | Add +9.8% | 3,005 | $461K |
| Atticus Wealth Management, LLC | 0.11% | No change | 3,000 | $460K |
| FRG Family Wealth Advisors LLC | 0.07% | No change | 3,000 | $460K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 2,955 | $453K |
| Sterling Capital Management LLC | 0.01% | Add +6.3% | 2,949 | $452K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 488 | $441K |
| Vise Technologies, Inc. | 0.01% | New | 2,850 | $437K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.6% | 2,842 | $436K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,820 | $432K |
| Savant Capital, LLC | 0.00% | Add +22.2% | 2,784 | $427K |
| Sivia Capital Partners, LLC | 0.09% | Add +60.3% | 2,760 | $423K |
| Tevis Investment Management | 0.25% | No change | 3,602 | $422K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -3.4% | 2,726 | $418K |
| Choreo, LLC | 0.01% | Add +13.8% | 2,624 | $406K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.3% | 2,583 | $396K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,579 | $395K |
| Merit Financial Group, LLC | 0.00% | Add +45.0% | 2,575 | $395K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +35.9% | 2,541 | $390K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -3.1% | 2,526 | $387K |
| CIBC Asset Management Inc | 0.00% | No change | 2,510 | $385K |
| Commerce Bank | 0.00% | No change | 2,490 | $382K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -3.5% | 2,454 | $376K |
| Foundations Investment Advisors, LLC | 0.00% | Add +4.2% | 2,406 | $369K |
| Caprock Group, LLC | 0.01% | Add +1.2% | 2,390 | $366K |
| CoreCap Advisors, LLC | 0.01% | Add +0.1% | 2,389 | $366K |
| Oxbow Advisors, LLC | 0.03% | No change | 2,380 | $365K |
| AlphaGrep UK Ltd | 0.12% | — | 2,378 | $365K |
| Coyle Financial Counsel LLC | 0.08% | Add +0.2% | 2,351 | $360K |
| Accel Wealth Management | 0.10% | No change | 2,308 | $354K |
| Polymer Capital Management (US) LLC | 0.05% | Reduce -24.4% | 2,277 | $349K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,270 | $348K |
| ProShare Advisors LLC | 0.00% | Reduce -11.0% | 2,268 | $348K |
| Picton Mahoney Asset Management | 0.00% | New | 2,234 | $342K |
| Meritage Portfolio Management | 0.02% | Reduce -17.7% | 2,226 | $341K |
| Gallacher Capital Management LLC | 0.13% | Reduce -1.1% | 2,213 | $339K |
| Brown Advisory Inc. | 0.00% | New | 2,206 | $338K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,166 | $332K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,140 | $328K |
| Inspire Investing, LLC | 0.03% | Reduce -19.3% | 2,132 | $327K |
| Old North State Wealth Management, LLC | 0.15% | Add +6.5% | 2,113 | $324K |
| Global Retirement Partners, LLC | 0.01% | Add +6793.3% | 2,068 | $317K |
| Linden Thomas Advisory Services, LLC | 0.03% | Reduce -1.4% | 2,057 | $315K |
| Claret Asset Management Corp | 0.04% | Reduce -0.2% | 2,053 | $315K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.1% | 2,051 | $314K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 2,040 | $313K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.5% | 2,022 | $310K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.1% | 2,020 | $310K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 2,018 | $309K |
| Walker Asset Management, LLC | 0.16% | No change | 2,000 | $307K |
| Csenge Advisory Group | 0.01% | No change | 2,000 | $307K |
| Zhang Financial LLC | 0.01% | No change | 2,000 | $307K |
| Patten & Patten Inc. | 0.02% | No change | 1,984 | $304K |
| VARCOV Co. | 0.12% | — | 1,970 | $302K |
| Covestor Ltd | 0.16% | Reduce -26.1% | 1,974 | $302K |
| NDVR, Inc. | 0.25% | Reduce -25.5% | 1,966 | $301K |
| Trust Point Inc. | 0.02% | Reduce -6.6% | 1,952 | $299K |
| JT Stratford LLC | 0.04% | Add +6.8% | 1,912 | $293K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,910 | $293K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $291K |
| Brevan Howard Capital Management LP | 0.01% | New | 1,890 | $290K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,875 | $287K |
| North Dakota State Investment Board | 0.01% | — | 1,830 | $281K |
| Shelton Capital Management | 0.01% | No change | 1,830 | $281K |
| Drive Wealth Management, LLC | 0.05% | New | 1,803 | $276K |
| US Bancorp \de | 0.00% | Add +2.9% | 1,802 | $276K |
| Wealthfront Advisers LLC | 0.00% | New | 1,796 | $275K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 1,782 | $273K |
| Hollencrest Capital Management | 0.01% | Reduce -6.8% | 1,777 | $272K |
| M&T Bank Corp | 0.00% | New | 1,771 | $271K |
| Krilogy Financial LLC | 0.01% | Reduce -4.8% | 1,798 | $268K |
| Keystone Wealth Services, LLC | 0.06% | Add +0.2% | 1,749 | $268K |
| Norden Group LLC | 0.03% | New | 1,747 | $268K |
| Regal Investment Advisors LLC | 0.02% | New | 1,741 | $267K |
| Two Sigma Securities, LLC | 0.04% | New | 1,723 | $264K |
| Tiaa Trust, National Association | 0.00% | New | 1,710 | $262K |
| Entropy Technologies, LP | 0.01% | Reduce -66.0% | 1,700 | $261K |
| Principal Securities, Inc. | 0.00% | Reduce -1.3% | 1,668 | $256K |
| Pacific Sage Partners, LLC | 0.04% | New | 1,621 | $248K |
| King Luther Capital Management Corp. | 0.00% | New | 1,600 | $245K |
| Ignite Planners, LLC | 0.04% | New | 1,600 | $243K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -32.0% | 1,569 | $241K |
| Latitude Advisors, LLC | 0.10% | New | 1,554 | $238K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,530 | $235K |
| DAVENPORT & Co LLC | 0.00% | New | 1,530 | $235K |
| Guidance Capital, Inc. | 0.06% | New | 1,545 | $232K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -30.8% | 1,505 | $231K |
| Waterway Wealth Management, LLC | 0.05% | New | 1,501 | $230K |
| KBC Group NV | 0.00% | No change | 1,499 | $230K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 1,500 | $230K |
| SteelPeak Wealth, LLC | 0.01% | New | 1,500 | $230K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -22.4% | 1,485 | $228K |
| D.A. Davidson & Co. | 0.00% | New | 1,480 | $227K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 1,476 | $226K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,472 | $226K |
| VestGen Advisors, LLC | 0.01% | New | 1,454 | $223K |
| Retirement Guys Formula LLC | 0.10% | New | 1,438 | $220K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,421 | $218K |
| GAMMA Investing LLC | 0.01% | Add +18.2% | 1,373 | $210K |
| Monument Capital Management | 0.05% | New | 1,368 | $210K |
| D'Orazio & Associates, Inc. | 0.03% | New | 1,365 | $209K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,362 | $209K |
| Kovack Advisors, Inc. | 0.01% | New | 1,359 | $208K |
| STRS Ohio | 0.00% | Add +9.6% | 1,357 | $208K |
| Laidlaw Wealth Management LLC | 0.63% | New | 1,336 | $205K |
| Elevation Wealth Management LLC | 0.20% | — | 1,330 | $204K |
| Brooklyn Investment Group | 0.01% | New | 1,305 | $202K |
| State of Wyoming | 0.02% | Add +384.1% | 1,278 | $196K |
| Caldwell Trust Co | 0.02% | No change | 1,250 | $192K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -18.5% | 1,228 | $188K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,200 | $184K |
| Hantz Financial Services, Inc. | 0.00% | Add +150.8% | 1,146 | $176K |
| Sunbelt Securities, Inc. | 0.01% | Add +15.3% | 1,127 | $173K |
| First Command Advisory Services, Inc. | 0.00% | Add +13.2% | 1,075 | $165K |
| Huntington National Bank | 0.00% | Add +16.7% | 980 | $150K |
| UMB Bank, n.a. | 0.00% | Add +8.9% | 951 | $146K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -19.1% | 850 | $130K |
| Steph & Co. | 0.04% | Add +183.2% | 841 | $129K |
| Signaturefd, LLC | 0.00% | Add +1.9% | 815 | $125K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.16% | No change | 740 | $113K |
| Parallel Advisors, LLC | 0.00% | Add +3.4% | 705 | $108K |
| Wealth Preservation Advisors, LLC | 0.05% | Reduce -22.9% | 673 | $103K |
| Investors Research Corp | 0.02% | No change | 650 | $100K |
| MAI Capital Management | 0.00% | Reduce -43.5% | 640 | $98K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -35.9% | 636 | $97K |
| Blue Trust, Inc. | 0.00% | Reduce -30.5% | 632 | $97K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 597 | $92K |
| Fifth Third Bancorp | 0.00% | Add +11.7% | 590 | $90K |
| Rothschild Investment LLC | 0.00% | Add +76.0% | 586 | $90K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.03% | New | 973 | $90K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -29.6% | 584 | $90K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 583 | $89K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -10.9% | 570 | $87K |
| TFC Financial Management, Inc. | 0.01% | Add +0.4% | 546 | $84K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 540 | $83K |
| Quent Capital, LLC | 0.01% | No change | 535 | $82K |
| HM Payson & Co. | 0.00% | No change | 500 | $77K |
| Smartleaf Asset Management LLC | 0.00% | Add +109.1% | 460 | $71K |
| Nemes Rush Group LLC | 0.01% | Add +0.2% | 460 | $70K |
| Manchester Capital Management LLC | 0.01% | No change | 430 | $66K |
| Danske Bank A/S | 0.00% | No change | 410 | $63K |
| Essential Partners LLC | 0.02% | Add +10.8% | 409 | $63K |
| Caitlin John, LLC | 0.04% | Reduce -95.8% | 405 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1577.3% | 369 | $57K |
| Eukles Asset Management | 0.02% | No change | 340 | $52K |
| Eagle Bay Advisors LLC | 0.04% | New | 320 | $49K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 300 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 300 | $46K |
| Intesa Sanpaolo S.p.A. | 0.00% | — | 286 | $44K |
| Bessemer Group Inc. | 0.00% | Add +6.5% | 278 | $43K |
| Towne Trust Company, N.A | 0.01% | No change | 280 | $43K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 260 | $40K |
| True Wealth Design, LLC | 0.01% | Add +2.0% | 258 | $40K |
| Root Financial Partners, LLC | 0.00% | Add +15.3% | 256 | $39K |
| Salomon & Ludwin, LLC | 0.00% | No change | 250 | $37K |
| NFSG Corp | 0.01% | No change | 230 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 230 | $35K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.0% | 225 | $34K |
| Los Angeles Capital Management LLC | 0.00% | New | 253 | $34K |
| St Germain D J Co. Inc. | 0.00% | No change | 210 | $32K |
| Silicon Valley Capital Partners | 0.00% | No change | 206 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 200 | $31K |
| Morse Asset Management, Inc | 0.01% | New | 200 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +2.1% | 194 | $30K |
| Torren Management, LLC | 0.01% | — | 190 | $29K |
| Financial Perspectives, Inc | 0.01% | Add +0.6% | 183 | $28K |
| Community Bank, N.A. | 0.00% | No change | 176 | $27K |
| Harbour Investments, Inc. | 0.00% | Reduce -66.6% | 173 | $27K |
| Benson Wealth Management INC | 0.03% | — | 167 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.2% | 160 | $25K |
| V-Square Quantitative Management LLC | 0.00% | New | 159 | $24K |
| LRI Investments, LLC | 0.00% | No change | 150 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 150 | $23K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 145 | $22K |
| Private Trust Co. NA | 0.00% | No change | 134 | $21K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 132 | $20K |
| Spire Wealth Management | 0.00% | Reduce -47.8% | 131 | $20K |
| AlphaQuest LLC | 0.00% | Reduce -42.9% | 124 | $19K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 120 | $18K |
| Bangor Savings Bank | 0.00% | New | 120 | $18K |
| MCF Advisors LLC | 0.00% | No change | 120 | $18K |
| Mendota Financial Group, LLC | 0.01% | No change | 110 | $17K |
| Ancora Advisors LLC | 0.00% | New | 105 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -74.8% | 101 | $15K |
| Elyxium Wealth, LLC | 0.00% | New | 91 | $14K |
| Simplex Trading, LLC | 0.00% | Reduce -92.5% | 91 | $14K |
| Fortitude Family Office, LLC | 0.00% | No change | 89 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +29.0% | 89 | $14K |
| Clearstead Trust, LLC | 0.00% | Add +20.3% | 77 | $12K |
| Anchor Investment Management, LLC | 0.00% | New | 75 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -53.1% | 75 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 70 | $11K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 70 | $11K |
| TD Private Client Wealth LLC | 0.00% | No change | 70 | $11K |
| SageView Advisory Group, LLC | 0.00% | New | 68 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Add +510.0% | 61 | $9K |
| Entrust Financial LLC | 0.01% | — | 60 | $9K |
| Westend Capital Management, LLC | 0.00% | No change | 60 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 60 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 60 | $9K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 50 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 50 | $8K |
| SHP Wealth Management | 0.00% | — | 50 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $8K |
| MidFirst Bank | 0.00% | — | 48 | $7K |
| VSM Wealth Advisory, LLC | 0.00% | New | 40 | $6K |
| Kilter Group LLC | 0.00% | No change | 40 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 40 | $6K |
| Rakuten Securities, Inc. | 0.00% | Reduce -78.4% | 40 | $6K |
| WealthCollab, LLC | 0.00% | Add +230.0% | 33 | $5K |
| Solstein Capital, LLC | 0.00% | New | 30 | $5K |
| Tidemark, LLC | 0.00% | No change | 30 | $5K |
| Quarry LP | 0.00% | Reduce -86.8% | 28 | $4K |
| Advisors Asset Management, Inc. | 0.00% | No change | 28 | $4K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -18.8% | 26 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | New | 23 | $4K |
| Strive Financial Group ,LLC | 0.00% | — | 20 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -99.9% | 20 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 13 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 12 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 10 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 10 | $2K |
| Rossby Financial, LCC | 0.00% | New | 10 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $2K |
| Toronto Dominion Bank | 0.00% | New | 10 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +60.0% | 8 | $1K |
| North Star Investment Management Corp. | 0.00% | New | 8 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +100.0% | 8 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $1K |
| Optima Capital LLC | 0.00% | New | 7 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +200.0% | 6 | $920 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 6 | $920 |
| Signature Equity Partners, LLC | 0.00% | — | 5 | $767 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $767 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -20.0% | 4 | $613 |
| Mountain Hill Investment Partners Corp. | 0.00% | New | 3 | $460 |
| USA Financial Formulas | 0.00% | New | 3 | $460 |
| Truvestments Capital LLC | 0.00% | New | 3 | $460 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 2 | $307 |
| Key Capital Management, INC | 0.00% | — | 1 | $172 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $153 |
| Leonteq Securities AG | 0.00% | Reduce -99.8% | 1 | $153 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $153 |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 700 | $120 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $120 |
| Avion Wealth | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is COKE's weight in each manager's 13F, not the share of Coca-Cola Consolidated Inc. the manager owns.