Coca-Cola ConsolidatedCOKE
13F holders, Q1 2026 (March 31)587holders +55
105new positions
51sold out
8famous investors
$191.47avg. 13F price*
At the end of Q1 2026, 587 institutions reported holding Coca-Cola Consolidated Inc. (COKE) in their 13F filings, up 55 from Q4 2025. 105 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($567.4M) and Vanguard Capital Management LLC ($487.3M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $74.4M |
| Exits | 51 | $48.9M |
All 13F filers, Q4 2025 → Q1 2026: 2,935,664 shares bought and 2,293,962 shares sold, net +641,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 587 holders
| BlackRock, Inc. | 0.02% | Add +3.1% | 5,245,087 | $1.0B |
| Vanguard Portfolio Management LLC | 0.03% | — | 2,959,084 | $567.4M |
| Vanguard Capital Management LLC | 0.01% | — | 2,541,203 | $487.3M |
| First Trust Advisors LP | 0.28% | Reduce -1.0% | 2,017,368 | $386.8M |
| Boston Partners | 0.40% | Reduce -13.7% | 2,010,112 | $385.4M |
| State Street Corp. | 0.01% | Add +2.9% | 1,744,164 | $334.4M |
| Geode Capital Management, LLC | 0.02% | Add +14.2% | 1,607,659 | $308.3M |
| Diversified Trust Co. | 5.21% | Add +0.1% | 1,463,682 | $280.6M |
| AQR Capital Management | 0.11% | Reduce -11.2% | 1,288,251 | $244.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -12.8% | 972,176 | $186.4M |
| Morgan Stanley | 0.01% | Add +21.1% | 485,303 | $93.1M |
| Northern Trust Corp. | 0.01% | Add +3.1% | 474,510 | $91.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.6% | 466,726 | $89.5M |
| Vaughan Nelson Investment Management, L.P. | 0.85% | Reduce -22.7% | 443,615 | $85.1M |
| Bank of New York Mellon Corp | 0.01% | Add +1.5% | 417,504 | $80.1M |
| Renaissance Technologies | 0.11% | Add +13.4% | 382,270 | $73.3M |
| D. E. Shaw & Co. | 0.06% | Add +4.4% | 378,570 | $72.6M |
| Captrust Financial Advisors | 0.12% | Add +3693.7% | 370,074 | $71.0M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 352,444 | $67.6M |
| FMR LLC | 0.00% | Add +29.0% | 316,821 | $60.7M |
| Truist Financial Corp. | 0.07% | Add +0.2% | 284,438 | $54.5M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | Add +15.8% | 271,112 | $52.0M |
| Millennium Management | 0.04% | Add +14.3% | 258,368 | $49.5M |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 257,592 | $49.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.5% | 256,144 | $49.1M |
| Vest Financial, LLC | 0.56% | Add +5.2% | 244,699 | $46.9M |
| Lord, Abbett & Co. LLC | 0.15% | Reduce -13.6% | 229,409 | $44.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.4% | 220,884 | $42.4M |
| Caisse de depot et placement du Quebec | 0.07% | Add +11.9% | 213,673 | $41.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -35.8% | 203,768 | $39.1M |
| American Century Companies Inc. | 0.02% | Reduce -1.9% | 203,091 | $38.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +64.2% | 202,457 | $38.8M |
| JPMorgan Chase & Co. | 0.00% | Add +49.5% | 208,194 | $38.7M |
| UBS Group AG | 0.01% | Add +65.7% | 194,704 | $37.3M |
| Nuveen, LLC | 0.01% | Add +74.2% | 185,244 | $35.5M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 177,636 | $34.1M |
| Barclays PLC | 0.01% | Add +321.3% | 166,667 | $32.0M |
| Two Sigma Investments, LP | 0.03% | Add +53.2% | 164,913 | $31.6M |
| BNP Paribas Financial Markets | 0.02% | Reduce -11.3% | 161,888 | $31.0M |
| Franklin Resources Inc. | 0.01% | Add +64.7% | 152,174 | $29.2M |
| Rhumbline Advisers | 0.02% | Add +2.7% | 151,157 | $29.0M |
| Public Employees Retirement Association of Colorado | 0.11% | Reduce -27.1% | 149,628 | $28.7M |
| Arbejdsmarkedets Tillaegspension | 0.64% | No change | 134,400 | $25.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -11.2% | 131,742 | $25.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.5% | 128,458 | $24.6M |
| HSBC Holdings PLC | 0.01% | Add +222.1% | 127,380 | $24.3M |
| Principal Financial Group Inc. | 0.01% | Add +4.0% | 126,479 | $24.3M |
| GMO | 0.06% | Add +78.6% | 122,218 | $23.4M |
| Victory Capital Management Inc. | 0.02% | Add +6.7% | 121,536 | $23.3M |
| Algert Global LLC | 0.33% | Add +5.9% | 114,423 | $21.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.2% | 113,362 | $21.7M |
| California Public Employees Retirement System | 0.01% | Add +7.2% | 113,281 | $21.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -21.1% | 107,525 | $20.6M |
| Gotham Asset Management | 0.06% | Add +29.1% | 100,727 | $19.3M |
| Swiss National Bank | 0.01% | Add +0.2% | 100,650 | $19.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.9% | 92,999 | $17.8M |
| Acadian Asset Management LLC | 0.02% | Add +2261.1% | 91,376 | $17.5M |
| Walleye Capital LLC | 0.11% | Add +285.2% | 86,972 | $16.7M |
| Baird Financial Group, Inc. | 0.03% | Add +4.8% | 84,375 | $16.2M |
| River Road Asset Management, LLC | 0.18% | Reduce -33.3% | 82,750 | $15.9M |
| Voleon Capital Management LP | 0.33% | Add +36.8% | 79,047 | $15.2M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | Add +2.0% | 76,280 | $14.6M |
| Voloridge Investment Management, LLC | 0.06% | New | 75,662 | $14.5M |
| Jane Street Group, LLC | 0.02% | Add +803.1% | 73,772 | $14.1M |
| Legal & General Group Plc | 0.00% | Reduce -11.7% | 73,133 | $14.0M |
| Retirement Systems of Alabama | 0.04% | Reduce -12.5% | 69,347 | $13.3M |
| Martingale Asset Management L P | 0.33% | Reduce -5.2% | 69,272 | $13.3M |
| Focus Partners Wealth | 0.01% | Add +13.4% | 67,131 | $12.9M |
| LPL Financial LLC | 0.00% | Add +14.5% | 66,278 | $12.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -8.4% | 66,027 | $12.7M |
| Marathon Asset Management Ltd | 0.48% | Add +13.5% | 65,896 | $12.6M |
| California State Teachers Retirement System | 0.01% | Add +22.3% | 59,418 | $11.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -19.0% | 70,190 | $10.8M |
| Allianz Asset Management GmbH | 0.01% | Reduce -5.2% | 51,935 | $10.0M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -3.7% | 50,775 | $9.7M |
| Amundi | 0.00% | Reduce -61.4% | 47,872 | $9.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 47,688 | $9.1M |
| Bank of Nova Scotia | 0.02% | Reduce -49.9% | 47,100 | $9.0M |
| Marshall Wace, LLP | 0.01% | Add +41.9% | 46,299 | $8.9M |
| Citigroup Inc. | 0.01% | Reduce -32.1% | 45,507 | $8.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.9% | 43,936 | $8.4M |
| Chilton Investment Co. Inc. | 0.20% | Reduce -70.0% | 43,891 | $8.4M |
| Illinois Municipal Retirement Fund | 0.11% | Add +25.1% | 43,161 | $8.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.9% | 42,430 | $8.1M |
| Reinhart Partners, Llc. | 0.23% | Reduce -6.5% | 42,135 | $8.1M |
| Wells Fargo & Company | 0.00% | Reduce -15.0% | 41,414 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -11.3% | 40,910 | $7.8M |
| Man Group plc | 0.02% | Add +326.4% | 40,601 | $7.8M |
| Horizon Investments, LLC | 0.08% | Reduce -21.1% | 39,216 | $7.5M |
| Worldquant Millennium Advisors LLC | 0.03% | Add +61.7% | 38,727 | $7.4M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +10.5% | 37,954 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Add +43.8% | 37,607 | $7.2M |
| Lazard Asset Management LLC | 0.01% | Add +8.2% | 36,005 | $6.9M |
| Aquatic Capital Management LLC | 0.19% | New | 34,682 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.6% | 34,581 | $6.6M |
| Mariner, LLC | 0.01% | Reduce -11.4% | 33,659 | $6.5M |
| Navellier & Associates Inc. | 0.67% | Reduce -6.2% | 33,639 | $6.4M |
| CWA Asset Management Group, LLC | 0.22% | New | 33,471 | $6.4M |
| HRT Financial LP | 0.02% | New | 33,246 | $6.4M |
| Harvest Investment Services, LLC | 1.16% | Reduce -3.8% | 32,942 | $6.3M |
| Creative Planning | 0.00% | Add +0.7% | 32,859 | $6.3M |
| Bridgewater Associates | 0.03% | Add +54.7% | 32,265 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +75.1% | 32,208 | $6.2M |
| Fortress Private Ledger, LLC | 1.90% | Add +2.1% | 31,708 | $6.1M |
| Voya Investment Management LLC | 0.01% | Reduce -0.1% | 30,958 | $5.9M |
| Sei Investments Co. | 0.01% | Add +196.1% | 30,792 | $5.9M |
| Quantinno Capital Management LP | 0.01% | Add +7.9% | 30,649 | $5.9M |
| Ieq Capital, LLC | 0.03% | Reduce -11.5% | 30,453 | $5.8M |
| L2 Asset Management, LLC | 0.55% | Add +13.7% | 30,109 | $5.8M |
| Nicola Wealth Management LTD. | 0.68% | Reduce -27.1% | 29,600 | $5.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -79.9% | 28,501 | $5.5M |
| MetLife Investment Management, LLC | 0.03% | Add +0.6% | 28,179 | $5.4M |
| Jump Financial, LLC | 0.09% | Add +419.6% | 28,128 | $5.4M |
| OP Asset Management Ltd | 0.05% | Add +406.9% | 28,044 | $5.4M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 27,322 | $5.2M |
| Amalgamated Bank | 0.04% | Add +4.6% | 27,096 | $5.2M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -4.8% | 25,913 | $5.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 25,160 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.0% | 24,434 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +1.1% | 24,305 | $4.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 24,255 | $4.7M |
| Nisa Investment Advisors, LLC | 0.02% | Add +32.8% | 23,923 | $4.6M |
| New York State Common Retirement Fund | 0.01% | No change | 23,900 | $4.6M |
| Vident Advisory, LLC | 0.04% | Add +9.3% | 23,823 | $4.6M |
| Federated Hermes, Inc. | 0.01% | Add +15.0% | 23,508 | $4.5M |
| Ritholtz Wealth Management | 0.08% | Add +11.6% | 22,569 | $4.3M |
| James Investment Research, Inc. | 0.48% | Add +0.2% | 22,456 | $4.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +179.2% | 22,097 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +12.3% | 21,811 | $4.2M |
| Oak Thistle LLC | 0.40% | New | 21,298 | $4.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 21,006 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -41.2% | 20,807 | $4.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.1% | 20,475 | $3.9M |
| Templeton & Phillips Capital Management, LLC | 3.19% | No change | 20,430 | $3.9M |
| Intech Investment Management LLC | 0.04% | Add +41.0% | 20,402 | $3.9M |
| Brevan Howard Capital Management LP | 0.04% | Add +953.3% | 19,907 | $3.8M |
| Paralel Advisors LLC | 0.16% | No change | 19,816 | $3.8M |
| Engineers Gate Manager LP | 0.05% | Reduce -45.5% | 19,169 | $3.7M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -32.8% | 18,838 | $3.6M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 18,050 | $3.5M |
| Family Manage LLC | 0.41% | Reduce -0.8% | 17,879 | $3.4M |
| Occudo Quantitative Strategies LP | 0.19% | Reduce -28.3% | 16,702 | $3.4M |
| State of Alaska, Department of Revenue | 0.04% | Add +0.4% | 17,350 | $3.3M |
| Pacer Advisors, Inc. | 0.01% | Reduce -10.8% | 17,173 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.2% | 17,085 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Add +14.3% | 16,830 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.7% | 16,758 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -39.0% | 16,473 | $3.2M |
| Evolve Private Wealth, LLC | 0.17% | Reduce -2.7% | 16,656 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +42.3% | 16,602 | $3.2M |
| Louisiana State Employees Retirement System | 0.06% | Add +4.5% | 16,400 | $3.1M |
| Fifth Third Bancorp | 0.01% | Add +2517.5% | 15,443 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.2% | 15,148 | $2.9M |
| Mezzasalma Advisors, LLC | 0.73% | Add +19.2% | 14,915 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -54.8% | 14,857 | $2.8M |
| Cwm, LLC | 0.01% | Add +1.4% | 14,593 | $2.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 14,173 | $2.7M |
| Arizona State Retirement System | 0.02% | Reduce -1.3% | 13,983 | $2.7M |
| Los Angeles Capital Management LLC | 0.01% | Add +5300.0% | 13,662 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +22.7% | 13,615 | $2.6M |
| State of Michigan Retirement System | 0.01% | Add +1.5% | 13,600 | $2.6M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 12,795 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +20.8% | 12,786 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 12,745 | $2.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.1% | 12,673 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -29.6% | 12,531 | $2.4M |
| &partners | 0.01% | Reduce -5.2% | 12,459 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.5% | 12,288 | $2.4M |
| EJF Capital LP | 1.66% | No change | 12,250 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -16.1% | 12,214 | $2.3M |
| New Mexico Educational Retirement Board | 0.07% | No change | 11,990 | $2.3M |
| National Bank of Canada | 0.00% | New | 11,911 | $2.3M |
| Jefferies Financial Group Inc. | 0.03% | New | 11,878 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -62.3% | 11,723 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.8% | 11,552 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.7% | 11,474 | $2.2M |
| IFP Advisors, Inc | 0.04% | Reduce -36.0% | 11,328 | $2.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.1% | 11,292 | $2.2M |
| Flynn Zito Capital Management, LLC | 0.69% | Reduce -2.7% | 11,215 | $2.2M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -2.6% | 11,200 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +212.8% | 11,095 | $2.1M |
| Assetmark, Inc. | 0.00% | Reduce -47.9% | 11,059 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -61.2% | 10,939 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +24.7% | 10,769 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -8.0% | 10,699 | $2.1M |
| ROI Financial Advisors, LLC | 1.21% | Add +1.6% | 10,556 | $2.0M |
| Independent Advisor Alliance | 0.02% | Reduce -0.5% | 10,442 | $2.0M |
| Vestcor Inc | 0.06% | Reduce -32.5% | 10,423 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +0.5% | 10,422 | $2.0M |
| Virtu Financial LLC | 0.08% | Add +15.9% | 9,829 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +241.3% | 9,699 | $1.9M |
| VELA Investment Management, LLC | 0.48% | Reduce -64.9% | 9,591 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -49.7% | 9,439 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +69.5% | 9,241 | $1.8M |
| Silver Oak Securities, Incorporated | 0.13% | Add +0.1% | 9,059 | $1.7M |
| Axq Capital, LP | 0.22% | Add +30.3% | 8,906 | $1.7M |
| KG Capital Management | 1.16% | Reduce -0.2% | 8,405 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +0.2% | 8,400 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.0% | 8,385 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +6.9% | 8,301 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Add +76.3% | 8,128 | $1.6M |
| OneAscent Wealth Management LLC | 0.51% | Reduce -3.8% | 8,120 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -4.8% | 8,067 | $1.5M |
| IMC-Chicago, LLC | 0.02% | New | 8,025 | $1.5M |
| Xponance LLC | 0.01% | Add +29.6% | 7,803 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -26.0% | 7,700 | $1.5M |
| Verition Fund Management LLC | 0.02% | Reduce -81.1% | 7,690 | $1.5M |
| Gsa Capital Partners LLP | 0.09% | New | 7,637 | $1.5M |
| Hobbs Group Advisors, LLC | 0.43% | Add +104.1% | 7,475 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.2% | 7,425 | $1.4M |
| Sovereign's Capital Management, LLC | 1.02% | Reduce -4.2% | 7,194 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +66.2% | 7,030 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +5.7% | 6,536 | $1.3M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -5.9% | 6,363 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.2% | 6,356 | $1.2M |
| WNY Asset Management, LLC | 0.13% | — | 6,353 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +8.1% | 6,311 | $1.2M |
| HighPoint Advisor Group LLC | 0.05% | Reduce -80.5% | 6,186 | $1.2M |
| Prelude Capital Management, LLC | 0.09% | Reduce -37.9% | 6,080 | $1.2M |
| Entropy Technologies, LP | 0.05% | Add +256.5% | 6,060 | $1.2M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -33.6% | 6,024 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.4% | 5,898 | $1.1M |
| Mullaney, Keating & Wright, Inc. | 0.61% | No change | 14,821 | $1.1M |
| Inspire Investing, LLC | 0.07% | Add +174.9% | 5,862 | $1.1M |
| Ethic Inc. | 0.02% | Add +5.8% | 5,749 | $1.1M |
| Values First Advisors, Inc. | 0.56% | Add +2.5% | 5,575 | $1.1M |
| Harvest Fund Management Co., Ltd | 0.05% | Reduce -3.6% | 5,564 | $1.1M |
| Natixis | 0.00% | New | 5,542 | $1.1M |
| Allstate Corp. | 0.01% | New | 5,537 | $1.1M |
| Numerai GP LLC | 0.11% | Reduce -39.3% | 5,535 | $1.1M |
| Independence Bank of Kentucky | 0.13% | No change | 5,500 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | New | 5,461 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Add +27.7% | 5,461 | $1.0M |
| Redwood Investment Management, LLC | 0.13% | Reduce -23.1% | 5,459 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +25.0% | 5,407 | $1.0M |
| Davis Investment Partners, LLC | 0.37% | No change | 5,400 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -4.2% | 5,329 | $1.0M |
| Mendel Capital Management LLC | 0.50% | — | 5,200 | $997K |
| Jones Financial Companies LLLP | 0.00% | Add +32.8% | 5,497 | $997K |
| Integrated Wealth Concepts LLC | 0.01% | Add +66.7% | 5,146 | $987K |
| William Mack & Associates, Inc. | 0.56% | No change | 5,078 | $974K |
| Hancock Whitney Corp. | 0.02% | Reduce -18.9% | 4,742 | $972K |
| Hohimer Wealth Management, LLC | 0.12% | New | 5,067 | $972K |
| Patron Partners, LLC | 0.43% | Add +13.7% | 5,022 | $963K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.5% | 4,693 | $900K |
| Clearstead Advisors, LLC | 0.01% | Reduce -9.0% | 4,690 | $899K |
| Frank, Rimerman Advisors LLC | 0.06% | Add +0.8% | 4,657 | $893K |
| South Dakota Investment Council | 0.02% | Reduce -32.2% | 4,511 | $865K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,505 | $864K |
| Brighton Jones LLC | 0.02% | New | 4,498 | $862K |
| World Investment Advisors | 0.01% | Reduce -1.9% | 4,466 | $856K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -12.9% | 4,463 | $856K |
| Macroview Investment Management LLC | 0.58% | No change | 4,330 | $830K |
| Empirical Asset Management, LLC | 0.22% | New | 4,320 | $828K |
| First National Trust Co | 0.03% | No change | 4,292 | $823K |
| Securian Asset Management, Inc. | 0.03% | Add +2.4% | 4,222 | $810K |
| Allworth Financial LP | 0.00% | Reduce -0.2% | 4,193 | $804K |
| Citadel Advisors | 0.00% | Reduce -89.7% | 4,157 | $797K |
| Empowered Funds, LLC | 0.01% | New | 4,147 | $795K |
| Callan Family Office, LLC | 0.02% | Add +0.7% | 4,144 | $795K |
| Quadrant Capital Group LLC | 0.02% | Add +6.8% | 4,089 | $784K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.6% | 4,073 | $781K |
| Invst, LLC | 0.09% | New | 4,055 | $778K |
| Prudential PLC | 0.01% | Reduce -79.6% | 4,046 | $776K |
| Legacy Wealth Asset Management, LLC | 0.19% | Add +0.3% | 4,033 | $773K |
| Berkshire Asset Management LLC | 0.03% | No change | 4,020 | $771K |
| Ethos Financial Group, LLC | 0.06% | Add +0.1% | 3,965 | $760K |
| Cresset Asset Management, LLC | 0.00% | Add +8.4% | 3,924 | $752K |
| Edgestream Partners, L.P. | 0.02% | New | 3,919 | $751K |
| XTX Topco Ltd | 0.01% | Add +0.9% | 3,766 | $722K |
| Larson Financial Group LLC | 0.02% | Reduce -11.9% | 3,748 | $719K |
| Prospera Financial Services Inc | 0.01% | Add +13.0% | 3,745 | $718K |
| DAVENPORT & Co LLC | 0.00% | Add +142.2% | 3,705 | $710K |
| Towercrest Capital Management | 0.11% | No change | 9,240 | $703K |
| denkapparat Operations GmbH | 0.29% | No change | 3,614 | $693K |
| Convergence Investment Partners, LLC | 0.11% | Reduce -27.6% | 3,586 | $688K |
| Boothbay Fund Management, LLC | 0.02% | New | 3,581 | $687K |
| Benjamin Edwards Inc. | 0.01% | No change | 3,535 | $678K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.6% | 3,454 | $662K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +15.8% | 3,423 | $656K |
| Alliance Wealth Management Group | 0.14% | No change | 8,589 | $653K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.9% | 3,361 | $644K |
| Perbak Capital Partners LLP | 0.16% | New | 3,349 | $642K |
| Accent Capital Management, LLC | 0.31% | Reduce -2.0% | 3,340 | $640K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,120 | $635K |
| Advisortrust Partners, LLC | 0.26% | Reduce -19.1% | 3,243 | $622K |
| Wedmont Private Capital | 0.02% | Reduce -3.6% | 3,055 | $618K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +59.0% | 3,215 | $617K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.6% | 3,494 | $609K |
| Continuum Advisory, LLC | 0.06% | No change | 3,130 | $600K |
| Tidal Investments LLC | 0.00% | Reduce -10.3% | 3,054 | $586K |
| Brooklyn Investment Group | 0.02% | Add +132.4% | 3,033 | $581K |
| Cloud Capital Management, LLC | 0.25% | Add +0.5% | 3,032 | $580K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -9.7% | 3,008 | $577K |
| Utah Retirement Systems | 0.01% | No change | 3,005 | $576K |
| FRG Family Wealth Advisors LLC | 0.09% | No change | 3,000 | $575K |
| Savant Capital, LLC | 0.00% | Add +7.7% | 2,999 | $575K |
| Swiss Life Asset Management Ltd | 0.00% | Add +21.8% | 2,990 | $573K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.4% | 2,930 | $562K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,820 | $541K |
| Ontario Teachers Pension Plan Board | 0.02% | New | 2,711 | $520K |
| Merit Financial Group, LLC | 0.00% | Add +2.7% | 2,645 | $507K |
| Sivia Capital Partners, LLC | 0.10% | Reduce -5.6% | 2,605 | $499K |
| Caprock Group, LLC | 0.01% | Add +8.0% | 2,580 | $495K |
| Graham Capital Management, L.P. | 0.02% | Reduce -40.9% | 2,575 | $494K |
| Jain Global LLC | 0.01% | Reduce -88.6% | 2,551 | $489K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.4% | 2,516 | $482K |
| CIBC Asset Management Inc | 0.00% | No change | 2,510 | $481K |
| Commerce Bank | 0.00% | No change | 2,490 | $477K |
| Accel Wealth Management | 0.12% | Add +7.3% | 2,476 | $475K |
| Foundations Investment Advisors, LLC | 0.01% | Add +2.8% | 2,474 | $474K |
| Hollencrest Capital Management | 0.02% | Add +35.6% | 2,410 | $462K |
| CoreCap Advisors, LLC | 0.02% | Add +0.1% | 2,391 | $458K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -7.8% | 2,378 | $456K |
| Harbour Investments, Inc. | 0.01% | Add +1272.8% | 2,375 | $455K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -56.8% | 2,370 | $454K |
| Coyle Financial Counsel LLC | 0.10% | Add +0.3% | 2,357 | $452K |
| DNB Asset Management AS | 0.00% | New | 2,337 | $448K |
| Picton Mahoney Asset Management | 0.00% | Add +4.4% | 2,332 | $447K |
| Claro Advisors Inc. | 0.05% | New | 2,320 | $445K |
| United Capital Financial Advisors, LLC | 0.00% | Add +23.5% | 2,315 | $444K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 2,178 | $438K |
| Vise Technologies, Inc. | 0.01% | No change | 2,850 | $437K |
| Proficio Capital Partners LLC | 0.02% | Add +0.3% | 2,277 | $437K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -10.6% | 2,273 | $436K |
| Brown Advisory Inc. | 0.00% | Add +3.0% | 2,273 | $436K |
| 1832 Asset Management L.P. | 0.00% | Reduce -43.1% | 2,271 | $435K |
| ProShare Advisors LLC | 0.00% | Add +0.1% | 2,270 | $435K |
| Hantz Financial Services, Inc. | 0.01% | Add +97.3% | 2,261 | $434K |
| Choreo, LLC | 0.01% | Reduce -16.8% | 2,182 | $418K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,166 | $415K |
| Fox Run Management, L.L.C. | 0.07% | New | 2,232 | $415K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,140 | $410K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.5% | 2,081 | $399K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $396K |
| Claret Asset Management Corp | 0.05% | No change | 2,053 | $394K |
| JT Stratford LLC | 0.05% | Add +7.3% | 2,052 | $393K |
| Coldstream Capital Management Inc. | 0.00% | Add +38.0% | 2,050 | $393K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 2,040 | $391K |
| FORA Capital, LLC | 0.03% | Reduce -83.4% | 2,038 | $391K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.2% | 2,024 | $388K |
| Linden Thomas Advisory Services, LLC | 0.04% | Reduce -2.7% | 2,002 | $384K |
| Walker Asset Management, LLC | 0.21% | No change | 2,000 | $383K |
| Csenge Advisory Group | 0.02% | No change | 2,000 | $383K |
| M&T Bank Corp | 0.00% | Add +12.3% | 1,989 | $381K |
| Old North State Wealth Management, LLC | 0.17% | Reduce -6.8% | 1,970 | $378K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,961 | $376K |
| Patten & Patten Inc. | 0.02% | Reduce -1.3% | 1,958 | $375K |
| Empower Advisory Group, LLC | 0.00% | New | 1,940 | $372K |
| Keystone Wealth Services, LLC | 0.08% | Add +9.9% | 1,922 | $368K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -0.2% | 1,907 | $366K |
| TD Waterhouse Canada Inc. | 0.00% | Add +50.0% | 1,800 | $361K |
| Zhang Financial LLC | 0.01% | Reduce -6.0% | 1,880 | $360K |
| Innealta Capital, LLC | 0.22% | New | 1,873 | $359K |
| Wealthfront Advisers LLC | 0.00% | Add +4.1% | 1,869 | $358K |
| Regal Investment Advisors LLC | 0.02% | Add +6.4% | 1,853 | $355K |
| Shelton Capital Management | 0.01% | No change | 1,830 | $351K |
| Norden Group LLC | 0.03% | Add +4.0% | 1,816 | $348K |
| Oxbow Advisors, LLC | 0.03% | Reduce -24.0% | 1,808 | $347K |
| US Bancorp \de | 0.00% | Reduce -1.6% | 1,773 | $340K |
| Principal Securities, Inc. | 0.01% | Add +5.8% | 1,765 | $338K |
| Trust Point Inc. | 0.03% | Reduce -9.6% | 1,764 | $338K |
| Summit Trail Advisors, LLC | 0.00% | New | 1,725 | $331K |
| Sterling Capital Management LLC | 0.01% | Reduce -42.5% | 1,696 | $325K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +14.4% | 1,689 | $324K |
| Drive Wealth Management, LLC | 0.07% | Reduce -6.7% | 1,682 | $323K |
| Guidance Capital, Inc. | 0.07% | Reduce -3.7% | 1,488 | $321K |
| North Dakota State Investment Board | 0.01% | Reduce -9.5% | 1,656 | $318K |
| NorthRock Partners, LLC | 0.01% | New | 1,647 | $316K |
| Latitude Advisors, LLC | 0.14% | Add +3.2% | 1,604 | $308K |
| Ignite Planners, LLC | 0.05% | No change | 1,600 | $307K |
| HB Wealth Management, LLC | 0.00% | New | 1,581 | $303K |
| Krilogy Financial LLC | 0.01% | Reduce -9.5% | 1,627 | $303K |
| SBI Securities Co., Ltd. | 0.01% | Add +4.5% | 1,572 | $301K |
| GAMMA Investing LLC | 0.01% | Add +14.0% | 1,565 | $300K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -0.3% | 1,564 | $300K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,530 | $293K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +7.5% | 1,528 | $293K |
| Praxis Investment Management Inc. | 0.02% | New | 1,513 | $290K |
| Inceptionr LLC | 0.07% | Reduce -60.1% | 1,511 | $290K |
| Frec Markets, Inc. | 0.05% | New | 1,507 | $289K |
| Waterway Wealth Management, LLC | 0.06% | No change | 1,501 | $288K |
| Two Sigma Securities, LLC | 0.03% | Reduce -12.9% | 1,501 | $288K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 1,500 | $288K |
| King Luther Capital Management Corp. | 0.00% | Reduce -6.3% | 1,500 | $288K |
| KBC Group NV | 0.00% | No change | 1,499 | $287K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 1,489 | $285K |
| D.A. Davidson & Co. | 0.00% | No change | 1,480 | $284K |
| Keybank National Association | 0.00% | Reduce -56.3% | 1,478 | $283K |
| Sunbelt Securities, Inc. | 0.02% | Add +30.1% | 1,466 | $281K |
| Viewpoint Investment Partners Corp. | 0.13% | New | 2,000 | $281K |
| Waverly Advisors, LLC | 0.00% | New | 1,462 | $280K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,439 | $276K |
| D'Orazio & Associates, Inc. | 0.04% | Add +4.8% | 1,430 | $274K |
| Profund Advisors LLC | 0.01% | New | 1,415 | $271K |
| Retirement Guys Formula LLC | 0.12% | Reduce -4.9% | 1,367 | $262K |
| Lecap Asset Management Ltd. | 0.10% | New | 1,366 | $262K |
| STRS Ohio | 0.00% | Reduce -0.1% | 1,355 | $260K |
| Everhart Financial Group, Inc. | 0.02% | New | 1,349 | $259K |
| VestGen Advisors, LLC | 0.01% | Add +1.7% | 1,479 | $255K |
| Elevation Wealth Management LLC | 0.23% | No change | 1,330 | $255K |
| International Assets Investment Management, LLC | 0.02% | New | 1,266 | $254K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -10.3% | 1,321 | $253K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 1,305 | $250K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -4.7% | 1,298 | $249K |
| Procyon Advisors, LLC | 0.01% | New | 1,296 | $248K |
| Mirabella Financial Services LLP | 0.02% | New | 1,273 | $244K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 1,272 | $244K |
| State of Wyoming | 0.03% | Reduce -1.1% | 1,264 | $242K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 1,261 | $242K |
| MCF Advisors LLC | 0.01% | Add +950.8% | 1,261 | $242K |
| Caldwell Trust Co | 0.02% | No change | 1,250 | $240K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,250 | $240K |
| Mission Wealth Management, LP | 0.01% | New | 1,240 | $238K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.6% | 1,221 | $234K |
| MSA Advisors, LLC | 0.07% | New | 1,220 | $234K |
| AE Wealth Management LLC | 0.00% | New | 1,219 | $234K |
| Tucker Asset Management LLC | 0.07% | New | 1,219 | $234K |
| ProVise Management Group, LLC | 0.02% | New | 1,211 | $232K |
| Arax Advisory Partners | 0.01% | Add +5900.0% | 1,200 | $230K |
| Waddell & Associates, LLC | 0.01% | New | 1,200 | $230K |
| SkyOak Wealth, LLC | 0.04% | New | 1,190 | $228K |
| Monument Capital Management | 0.06% | Reduce -13.2% | 1,188 | $228K |
| Aprio Wealth Management, LLC | 0.01% | New | 1,179 | $226K |
| TruWealth Advisors, LLC | 0.01% | New | 1,178 | $226K |
| Polymer Capital Management (US) LLC | 0.03% | Reduce -48.4% | 1,175 | $225K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,171 | $225K |
| Abel Hall, LLC | 0.05% | New | 1,164 | $223K |
| Inscription Capital, LLC | 0.02% | New | 1,164 | $223K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,154 | $221K |
| Burns J W & Co. Inc. | 0.03% | New | 1,148 | $220K |
| Outlook Wealth Advisors, LLC | 0.05% | New | 1,140 | $219K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -24.5% | 1,132 | $217K |
| Caerus Investment Advisors, LLC | 0.09% | New | 1,125 | $216K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,123 | $215K |
| Midwest Trust Co | 0.00% | New | 1,122 | $215K |
| Inspirion Wealth Advisors, LLC | 0.03% | New | 1,110 | $213K |
| Lombard Odier Asset Management (USA) Corp | 0.16% | New | 1,099 | $211K |
| jvl associates llc | 0.07% | New | 1,094 | $210K |
| Cary Street Partners Financial LLC | 0.01% | New | 1,085 | $208K |
| Main Street Financial Solutions, LLC | 0.02% | New | 1,078 | $207K |
| Yarger Wealth Strategies, LLC | 0.08% | New | 1,076 | $206K |
| Parallel Advisors, LLC | 0.00% | Add +52.2% | 1,073 | $206K |
| Childress Capital Advisors, LLC | 0.04% | New | 1,071 | $205K |
| Stirlingshire Investments, Inc. | 0.18% | New | 1,064 | $204K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +559.4% | 1,055 | $202K |
| Modern Wealth Management, LLC | 0.00% | New | 997 | $200K |
| Virtus Advisers, LLC | 0.09% | New | 1,030 | $197K |
| Blue Trust, Inc. | 0.00% | Add +63.0% | 1,030 | $197K |
| UMB Bank, n.a. | 0.00% | Add +0.4% | 955 | $183K |
| Signaturefd, LLC | 0.00% | Add +10.4% | 900 | $173K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -18.6% | 875 | $168K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 850 | $163K |
| Huntington National Bank | 0.00% | Reduce -15.3% | 830 | $159K |
| Steph & Co. | 0.04% | Reduce -3.9% | 808 | $155K |
| MAI Capital Management | 0.00% | Add +22.8% | 786 | $151K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +30.0% | 776 | $149K |
| Quarry LP | 0.03% | Add +2603.6% | 757 | $145K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.22% | No change | 740 | $142K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 700 | $134K |
| Simplex Trading, LLC | 0.00% | Add +649.5% | 682 | $131K |
| Rothschild Investment LLC | 0.01% | Add +8.2% | 634 | $122K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 602 | $115K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.5% | 550 | $111K |
| Covestor Ltd | 0.08% | Reduce -71.2% | 568 | $109K |
| Quent Capital, LLC | 0.01% | Add +4.9% | 561 | $108K |
| Manchester Capital Management LLC | 0.02% | Add +29.8% | 558 | $107K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 540 | $104K |
| Peterson Wealth Management | 0.06% | New | 500 | $96K |
| HM Payson & Co. | 0.00% | No change | 500 | $96K |
| Employees Retirement System of Texas | 0.00% | New | 489 | $94K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 488 | $94K |
| Wealth Preservation Advisors, LLC | 0.08% | Reduce -27.9% | 485 | $93K |
| Nemes Rush Group LLC | 0.01% | No change | 460 | $88K |
| Essential Partners LLC | 0.03% | No change | 409 | $78K |
| Investors Research Corp | 0.01% | Reduce -38.5% | 400 | $77K |
| Caitlin John, LLC | 0.04% | Reduce -4.4% | 387 | $74K |
| Eukles Asset Management | 0.03% | No change | 340 | $65K |
| Bessemer Group Inc. | 0.00% | Add +19.1% | 331 | $63K |
| Root Financial Partners, LLC | 0.00% | Add +19.5% | 306 | $59K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.9% | 303 | $58K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 300 | $58K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -51.9% | 281 | $54K |
| Towne Trust Company, N.A | 0.02% | No change | 280 | $54K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +7.7% | 280 | $54K |
| Triumph Capital Management | 0.01% | New | 278 | $53K |
| Spire Wealth Management | 0.00% | Add +106.1% | 270 | $52K |
| True Wealth Design, LLC | 0.01% | No change | 258 | $49K |
| Salomon & Ludwin, LLC | 0.00% | No change | 250 | $49K |
| NFSG Corp | 0.01% | No change | 230 | $44K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 230 | $44K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -60.0% | 228 | $44K |
| Geneos Wealth Management Inc. | 0.00% | No change | 225 | $43K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 200 | $43K |
| Group One Trading LLC | 0.00% | New | 222 | $43K |
| St Germain D J Co. Inc. | 0.00% | No change | 210 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -53.9% | 212 | $39K |
| Ballast Advisors LLC | 0.01% | New | 200 | $38K |
| Versant Capital Management, Inc | 0.00% | No change | 194 | $37K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 189 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 183 | $35K |
| Community Bank, N.A. | 0.00% | No change | 176 | $34K |
| Ascentis Independent Advisors | 0.00% | New | 163 | $31K |
| Benson Wealth Management INC | 0.04% | Reduce -4.8% | 159 | $30K |
| V-Square Quantitative Management LLC | 0.00% | No change | 159 | $30K |
| LRI Investments, LLC | 0.00% | No change | 150 | $29K |
| Rakuten Securities, Inc. | 0.01% | Add +250.0% | 140 | $27K |
| Private Trust Co. NA | 0.00% | No change | 134 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | Add +76.0% | 132 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -2.3% | 129 | $25K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 120 | $23K |
| Bangor Savings Bank | 0.00% | No change | 120 | $23K |
| Fortitude Family Office, LLC | 0.01% | Add +30.3% | 116 | $22K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -22.8% | 112 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 101 | $20K |
| Salem Investment Counselors Inc. | 0.00% | New | 100 | $19K |
| Contravisory Investment Management, Inc. | 0.00% | New | 97 | $19K |
| CVA Family Office, LLC | 0.00% | Add +860.0% | 96 | $18K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 95 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 89 | $17K |
| Creative Financial Designs Inc. | 0.00% | New | 86 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 77 | $15K |
| Anchor Investment Management, LLC | 0.00% | No change | 75 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -76.3% | 71 | $14K |
| Private Wealth Management Group, LLC | 0.00% | No change | 70 | $13K |
| TD Private Client Wealth LLC | 0.00% | No change | 70 | $13K |
| Coston, McIsaac & Partners | 0.00% | Add +11.7% | 67 | $12K |
| Entrust Financial LLC | 0.01% | No change | 60 | $12K |
| Westend Capital Management, LLC | 0.00% | No change | 60 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 60 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 59 | $11K |
| Silicon Valley Capital Partners | 0.00% | Reduce -73.8% | 54 | $10K |
| SHP Wealth Management | 0.00% | Add +2.0% | 51 | $10K |
| Wolff Wiese Magana LLC | 0.01% | New | 50 | $10K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 50 | $10K |
| Bell Investment Advisors, Inc | 0.00% | No change | 50 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $10K |
| MidFirst Bank | 0.00% | No change | 48 | $9K |
| Highline Wealth Partners LLC | 0.00% | New | 42 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 40 | $8K |
| Kilter Group LLC | 0.00% | No change | 40 | $8K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 40 | $8K |
| Scarborough Advisors, LLC | 0.00% | New | 40 | $8K |
| WealthCollab, LLC | 0.00% | No change | 33 | $6K |
| Bare Financial Services, Inc | 0.00% | New | 33 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 30 | $6K |
| Tidemark, LLC | 0.00% | No change | 30 | $6K |
| Rossby Financial, LCC | 0.00% | Add +170.0% | 27 | $5K |
| Advisors Asset Management, Inc. | 0.00% | No change | 28 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -59.0% | 25 | $5K |
| Danske Bank A/S | 0.00% | Reduce -93.9% | 25 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 23 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 20 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | New | 19 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +46.1% | 19 | $4K |
| AdvisorNet Financial, Inc | 0.00% | New | 18 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 18 | $3K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 17 | $3K |
| Capital Analysts, LLC | 0.00% | New | 18 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 14 | $3K |
| Marquette Asset Management, LLC | 0.00% | No change | 12 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | New | 10 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 10 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 8 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +33.3% | 8 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 7 | $1K |
| Zions Bancorporation, National Association | 0.00% | New | 6 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -25.0% | 6 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 5 | $959 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -50.0% | 5 | $959 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $959 |
| Stone House Investment Management, LLC | 0.00% | New | 5 | $959 |
| Sachetta, LLC | 0.00% | New | 4 | $767 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 3 | $575 |
| Truvestments Capital LLC | 0.00% | No change | 3 | $575 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $575 |
| Investors Portfolio Services LLC | 0.00% | New | 3 | $502 |
| USA Financial Formulas | 0.00% | Reduce -33.3% | 2 | $383 |
| Curio Wealth, LLC | 0.00% | New | 2 | $383 |
| Key Capital Management, INC | 0.00% | No change | 1 | $216 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $192 |
| Leonteq Securities AG | 0.00% | No change | 1 | $192 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $192 |
"% of holder's portfolio" is COKE's weight in each manager's 13F, not the share of Coca-Cola Consolidated Inc. the manager owns.