Coca-Cola ConsolidatedCOKE
13F holders, Q2 2026 (June 30)612holders +25
74new positions
45sold out
7famous investors
$188.30avg. 13F price*
At the end of Q2 2026, 612 institutions reported holding Coca-Cola Consolidated Inc. (COKE) in their 13F filings, up 25 from Q1 2026. 74 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($568.7M) and Vanguard Capital Management LLC ($487.8M). 7 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 Jeremy Grantham (0.1% of GMO's portfolio).
- Company
- Coca-Cola Consolidated Inc.
- CUSIP
- 191098102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $145.9M |
| Exits | 45 | $22.5M |
All 13F filers, Q1 2026 → Q2 2026: 4,915,049 shares bought and 1,732,705 shares sold, net +3,182,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 612 holders
| BlackRock, Inc. | 0.02% | Add +1.6% | 5,328,834 | $1.0B |
| Vanguard Portfolio Management LLC | 0.03% | Add +0.7% | 2,978,517 | $568.7M |
| Vanguard Capital Management LLC | 0.01% | Add +0.6% | 2,555,206 | $487.8M |
| Boston Partners | 0.39% | Add +13.7% | 2,285,642 | $436.3M |
| First Trust Advisors LP | 0.22% | Reduce -3.1% | 1,954,502 | $373.2M |
| State Street Corp. | 0.01% | Add +2.6% | 1,789,028 | $341.6M |
| Geode Capital Management, LLC | 0.02% | Add +4.8% | 1,685,150 | $321.8M |
| Diversified Trust Co. | 4.49% | Add +0.2% | 1,466,859 | $280.1M |
| AQR Capital Management | 0.09% | Add +3.2% | 1,329,808 | $253.9M |
| Norges Bank | 0.03% | — | 1,319,285 | $251.9M |
| Victory Capital Management Inc. | 0.10% | Add +694.5% | 965,552 | $184.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -15.6% | 820,218 | $156.6M |
| Vaughan Nelson Investment Management, L.P. | 0.94% | Add +24.9% | 554,111 | $105.8M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 483,048 | $92.2M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 459,742 | $87.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.0% | 438,867 | $83.8M |
| Fuller & Thaler Asset Management, Inc. | 0.23% | Add +60.5% | 435,030 | $83.1M |
| Vinva Investment Management Ltd | 0.54% | New | 979,313 | $80.9M |
| Captrust Financial Advisors | 0.12% | Add +14.4% | 423,429 | $80.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 402,631 | $76.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +77.7% | 392,432 | $74.9M |
| UBS Group AG | 0.01% | Add +96.0% | 381,565 | $72.8M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +82.6% | 369,668 | $70.6M |
| FMR LLC | 0.00% | Add +14.8% | 363,829 | $69.5M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +1.8% | 358,691 | $68.5M |
| Barclays PLC | 0.02% | Add +112.7% | 354,485 | $67.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +36.2% | 348,797 | $66.6M |
| Truist Financial Corp. | 0.07% | Add +0.7% | 286,277 | $54.7M |
| JPMorgan Chase & Co. | 0.00% | Add +19.8% | 249,359 | $48.5M |
| Vest Financial, LLC | 0.48% | Reduce -1.7% | 240,605 | $45.9M |
| Bank of America Corp. | 0.00% | Add +27.4% | 226,259 | $43.2M |
| Nuveen, LLC | 0.01% | Add +21.4% | 224,941 | $42.9M |
| D. E. Shaw & Co. | 0.03% | Reduce -42.6% | 217,393 | $41.5M |
| Renaissance Technologies | 0.05% | Reduce -47.4% | 200,970 | $38.4M |
| BNP Paribas Financial Markets | 0.02% | Add +21.6% | 196,861 | $37.6M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -10.1% | 192,133 | $36.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.9% | 191,715 | $36.6M |
| Ameriprise Financial Inc. | 0.01% | Add +65.8% | 187,925 | $35.9M |
| Lord, Abbett & Co. LLC | 0.11% | Reduce -19.9% | 183,707 | $35.1M |
| Acadian Asset Management LLC | 0.04% | Add +89.8% | 173,476 | $33.1M |
| Invesco Ltd. | 0.00% | Reduce -34.1% | 169,673 | $32.4M |
| Principal Financial Group Inc. | 0.02% | Add +29.1% | 163,216 | $31.2M |
| Rhumbline Advisers | 0.02% | Reduce -0.9% | 149,824 | $28.6M |
| Public Employees Retirement Association of Colorado | 0.10% | Reduce -0.5% | 148,827 | $28.4M |
| American Century Companies Inc. | 0.01% | Reduce -31.1% | 139,979 | $26.7M |
| Millennium Management | 0.02% | Reduce -47.9% | 134,729 | $25.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -24.5% | 124,446 | $23.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.3% | 124,262 | $23.7M |
| GMO | 0.05% | Reduce -1.2% | 120,800 | $23.1M |
| Walleye Capital LLC | 0.12% | Add +36.1% | 118,382 | $22.6M |
| Algert Global LLC | 0.27% | Add +3.4% | 118,346 | $22.6M |
| California Public Employees Retirement System | 0.01% | Add +2.9% | 116,587 | $22.3M |
| Natixis Advisors, LLC | 0.03% | Add +8.1% | 116,282 | $22.2M |
| Arbejdsmarkedets Tillaegspension | 0.48% | Reduce -13.5% | 116,249 | $22.2M |
| Gotham Asset Management | 0.05% | Add +13.2% | 114,008 | $21.8M |
| HSBC Holdings PLC | 0.01% | Reduce -11.8% | 112,311 | $21.6M |
| Swiss National Bank | 0.01% | Add +1.4% | 102,050 | $19.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 99,928 | $19.1M |
| Franklin Resources Inc. | 0.00% | Reduce -37.1% | 95,780 | $18.3M |
| Jupiter Topco LLC | 0.01% | — | 93,804 | $17.9M |
| Baird Financial Group, Inc. | 0.02% | Add +8.6% | 91,598 | $17.5M |
| Amundi | 0.00% | Add +85.5% | 88,813 | $17.0M |
| River Road Asset Management, LLC | 0.17% | Reduce -3.5% | 79,831 | $15.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +929.9% | 79,300 | $15.1M |
| Legal & General Group Plc | 0.00% | Add +1.3% | 74,092 | $14.1M |
| LPL Financial LLC | 0.00% | Add +6.7% | 70,698 | $13.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 69,179 | $13.3M |
| Wells Fargo & Company | 0.00% | Add +61.8% | 67,005 | $12.8M |
| Susquehanna Portfolio Strategies, LLC | 0.20% | Reduce -12.3% | 66,930 | $12.8M |
| Voleon Capital Management LP | 0.22% | Reduce -20.7% | 62,697 | $12.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.5% | 61,097 | $11.7M |
| Prudential Financial Inc. | 0.01% | Add +411.9% | 60,011 | $11.5M |
| California State Teachers Retirement System | 0.01% | Reduce -0.5% | 59,139 | $11.3M |
| Voya Investment Management LLC | 0.01% | Add +89.8% | 58,762 | $11.2M |
| Focus Partners Wealth | 0.01% | Reduce -12.6% | 58,694 | $11.2M |
| Retirement Systems of Alabama | 0.03% | Reduce -15.7% | 58,454 | $11.2M |
| Allianz Asset Management GmbH | 0.01% | Add +11.5% | 57,903 | $11.1M |
| Marathon Asset Management Ltd | 0.40% | Reduce -21.8% | 51,547 | $9.8M |
| Alberta Investment Management Corp | 0.06% | New | 51,400 | $9.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +33.4% | 50,613 | $9.7M |
| Martingale Asset Management L P | 0.23% | Reduce -27.7% | 50,075 | $9.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +5.0% | 50,054 | $9.6M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -4.1% | 48,680 | $9.3M |
| Bank of Nova Scotia | 0.01% | Add +0.0% | 47,101 | $9.0M |
| Bridgewater Associates | 0.04% | Add +44.2% | 46,535 | $8.9M |
| Marshall Wace, LLP | 0.01% | Add +0.0% | 46,313 | $8.8M |
| Sei Investments Co. | 0.01% | Add +44.6% | 44,518 | $8.5M |
| Citigroup Inc. | 0.00% | Reduce -2.5% | 44,384 | $8.5M |
| Natixis | 0.04% | Add +680.3% | 43,243 | $8.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.6% | 42,682 | $8.1M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -44.4% | 42,105 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.1% | 40,847 | $7.8M |
| Quantinno Capital Management LP | 0.01% | Add +30.7% | 40,057 | $7.6M |
| Mariner, LLC | 0.01% | Add +17.7% | 39,611 | $7.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -10.2% | 39,463 | $7.5M |
| Reinhart Partners, Llc. | 0.17% | Reduce -7.0% | 39,202 | $7.5M |
| Chilton Investment Co. Inc. | 0.18% | Reduce -11.5% | 38,853 | $7.4M |
| Wellington Management Group LLP | 0.00% | New | 37,631 | $7.2M |
| Creative Planning | 0.00% | Add +13.4% | 37,258 | $7.1M |
| Illinois Municipal Retirement Fund | 0.08% | Reduce -15.1% | 36,629 | $7.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +65.7% | 36,616 | $7.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.4% | 36,339 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.6% | 35,140 | $6.7M |
| Ieq Capital, LLC | 0.03% | Add +9.5% | 33,339 | $6.4M |
| Harvest Investment Services, LLC | 0.98% | Add +0.6% | 33,144 | $6.3M |
| Navellier & Associates Inc. | 0.50% | Reduce -2.7% | 32,734 | $6.2M |
| ING Groep NV | 0.03% | New | 30,725 | $5.9M |
| Horizon Investments, LLC | 0.06% | Reduce -21.6% | 30,730 | $5.9M |
| Nicola Wealth Management LTD. | 0.65% | No change | 29,600 | $5.7M |
| Man Group plc | 0.01% | Reduce -27.2% | 29,550 | $5.6M |
| CWA Asset Management Group, LLC | 0.17% | Reduce -13.6% | 28,919 | $5.5M |
| Ritholtz Wealth Management | 0.08% | Add +23.9% | 27,960 | $5.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +32.8% | 27,900 | $5.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.5% | 27,476 | $5.2M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -1.8% | 26,839 | $5.1M |
| Intech Investment Management LLC | 0.05% | Add +30.0% | 26,514 | $5.1M |
| Amalgamated Bank | 0.03% | Reduce -4.0% | 26,021 | $5.0M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +5.8% | 25,715 | $4.9M |
| Toronto Dominion Bank | 0.01% | New | 25,697 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +14.9% | 25,056 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 24,626 | $4.7M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -2.3% | 24,578 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +17.6% | 24,464 | $4.7M |
| New York State Common Retirement Fund | 0.01% | Add +1.1% | 24,171 | $4.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.5% | 24,125 | $4.6M |
| James Investment Research, Inc. | 0.44% | Add +0.7% | 22,608 | $4.3M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -6.5% | 22,356 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -31.5% | 22,048 | $4.2M |
| Vident Advisory, LLC | 0.03% | Reduce -7.7% | 21,984 | $4.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -15.4% | 21,928 | $4.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.4% | 20,772 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Reduce -12.0% | 20,689 | $3.9M |
| SG Americas Securities, LLC | 0.00% | Reduce -28.0% | 20,524 | $3.9M |
| Templeton & Phillips Capital Management, LLC | 2.85% | No change | 20,430 | $3.9M |
| Evolve Private Wealth, LLC | 0.24% | Add +21.8% | 20,291 | $3.9M |
| Mezzasalma Advisors, LLC | 0.77% | Add +35.4% | 20,195 | $3.9M |
| Quadrature Capital Ltd | 0.03% | New | 19,490 | $3.7M |
| Jump Financial, LLC | 0.04% | Reduce -30.9% | 19,427 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +181.5% | 18,396 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.4% | 18,234 | $3.5M |
| Engineers Gate Manager LP | 0.04% | Reduce -5.4% | 18,139 | $3.5M |
| Jefferies Financial Group Inc. | 0.03% | Add +52.5% | 18,111 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 18,050 | $3.4M |
| National Bank of Canada | 0.00% | Add +47.2% | 17,533 | $3.3M |
| Pacer Advisors, Inc. | 0.01% | Add +1.4% | 17,412 | $3.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +16.8% | 17,345 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.3% | 18,332 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Add +1.8% | 17,130 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.0% | 16,737 | $3.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +44.6% | 16,588 | $3.2M |
| L2 Asset Management, LLC | 0.33% | Reduce -45.1% | 16,522 | $3.2M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.6% | 16,500 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.6% | 16,494 | $3.1M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -13.6% | 16,268 | $3.1M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -58.1% | 16,212 | $3.1M |
| Aquatic Capital Management LLC | 0.11% | Reduce -53.4% | 16,162 | $3.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.8% | 16,137 | $3.1M |
| Panagora Asset Management Inc. | 0.01% | New | 16,118 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -8.2% | 15,926 | $3.0M |
| Oak Thistle LLC | 0.28% | Reduce -29.0% | 15,113 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Add +36.9% | 14,746 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +77.1% | 14,699 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 14,512 | $2.8M |
| Fifth Third Bancorp | 0.00% | Reduce -6.3% | 14,469 | $2.8M |
| Arizona State Retirement System | 0.01% | Add +0.4% | 14,035 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +13.9% | 13,999 | $2.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.3% | 13,846 | $2.6M |
| Occudo Quantitative Strategies LP | 0.14% | Reduce -17.5% | 13,786 | $2.6M |
| Convergence Investment Partners, LLC | 0.25% | Add +278.1% | 13,559 | $2.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.5% | 13,530 | $2.6M |
| HRT Financial LP | 0.00% | Reduce -59.6% | 13,438 | $2.6M |
| Massar Capital Management, LP | 0.88% | New | 13,405 | $2.6M |
| Employees Retirement System of Texas | 0.02% | Add +2618.6% | 13,294 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +20.8% | 13,216 | $2.5M |
| State of Michigan Retirement System | 0.01% | Reduce -2.9% | 13,200 | $2.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +2.3% | 13,086 | $2.5M |
| IMC-Chicago, LLC | 0.02% | Add +61.8% | 12,981 | $2.5M |
| Arax Advisory Partners | 0.02% | Add +976.3% | 12,915 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +15.2% | 12,900 | $2.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.3% | 12,714 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 12,660 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.5% | 12,550 | $2.4M |
| &partners | 0.01% | Reduce -0.4% | 12,413 | $2.4M |
| EJF Capital LP | 1.56% | No change | 12,250 | $2.3M |
| Paralel Advisors LLC | 0.09% | Reduce -39.2% | 12,047 | $2.3M |
| Highland Capital Management, LLC | 0.11% | New | 12,030 | $2.3M |
| New Mexico Educational Retirement Board | 0.06% | No change | 11,990 | $2.3M |
| IFP Advisors, Inc | 0.04% | Add +5.2% | 11,922 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +253.1% | 11,867 | $2.3M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +27.2% | 11,754 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.9% | 11,652 | $2.2M |
| ROI Financial Advisors, LLC | 1.14% | Add +9.1% | 11,511 | $2.2M |
| Fortress Private Ledger, LLC | 0.60% | Reduce -64.0% | 11,404 | $2.2M |
| Values First Advisors, Inc. | 0.98% | Add +101.8% | 11,253 | $2.1M |
| Assetmark, Inc. | 0.00% | Add +0.0% | 11,062 | $2.1M |
| Flynn Zito Capital Management, LLC | 0.57% | Reduce -1.8% | 11,017 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | New | 10,827 | $2.1M |
| Silver Oak Securities, Incorporated | 0.12% | Add +18.9% | 10,770 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.3% | 10,464 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.0% | 10,421 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +10.4% | 10,417 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Reduce -71.1% | 10,404 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 10,397 | $2.0M |
| Independent Advisor Alliance | 0.05% | Reduce -2.7% | 10,162 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -18.3% | 9,983 | $1.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 9,933 | $1.9M |
| PFA Pension, Forsikringsaktieselskab | 0.00% | New | 9,750 | $1.9M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 9,646 | $1.8M |
| VELA Investment Management, LLC | 0.45% | No change | 9,591 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13288.7% | 9,506 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -87.6% | 9,173 | $1.8M |
| KG Capital Management | 1.02% | Add +6.9% | 8,988 | $1.7M |
| Vestcor Inc | 0.04% | Reduce -14.2% | 8,942 | $1.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +43.4% | 8,639 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +1.1% | 8,490 | $1.6M |
| Polymer Capital Management (US) LLC | 0.24% | Add +609.4% | 8,335 | $1.6M |
| OneAscent Wealth Management LLC | 0.46% | Reduce -0.0% | 8,118 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.7% | 8,000 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +11.4% | 7,830 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +44.3% | 7,930 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 7,796 | $1.5M |
| Xponance LLC | 0.01% | Reduce -2.4% | 7,616 | $1.5M |
| Hobbs Group Advisors, LLC | 0.38% | Add +0.0% | 7,476 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -10.1% | 7,251 | $1.4M |
| Sovereign's Capital Management, LLC | 0.91% | Reduce -1.3% | 7,103 | $1.4M |
| Prelude Capital Management, LLC | 0.10% | Add +15.9% | 7,046 | $1.3M |
| Inspire Investing, LLC | 0.05% | Add +15.3% | 6,760 | $1.3M |
| Lido Advisors, LLC | 0.00% | Add +6.8% | 6,743 | $1.3M |
| WNY Asset Management, LLC | 0.11% | Add +2.4% | 6,508 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.1% | 6,491 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -33.2% | 6,476 | $1.2M |
| Mullaney, Keating & Wright, Inc. | 0.58% | Add +0.1% | 14,831 | $1.2M |
| HighPoint Advisor Group LLC | 0.04% | Add +0.1% | 6,194 | $1.2M |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -3.9% | 6,113 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.6% | 6,111 | $1.2M |
| Redwood Investment Management, LLC | 0.11% | Add +10.9% | 6,056 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Add +54.3% | 6,048 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Add +9.9% | 6,003 | $1.1M |
| Harvest Fund Management Co., Ltd | 0.04% | Add +7.1% | 5,958 | $1.1M |
| Patron Partners, LLC | 0.44% | Add +18.2% | 5,938 | $1.1M |
| XTX Topco Ltd | 0.01% | Add +49.4% | 5,625 | $1.1M |
| Allstate Corp. | 0.01% | Add +0.7% | 5,578 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +32.8% | 5,505 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.0% | 5,409 | $1.0M |
| Davis Investment Partners, LLC | 0.31% | No change | 5,400 | $1.0M |
| Ethic Inc. | 0.01% | Reduce -6.3% | 5,389 | $1.0M |
| Hohimer Wealth Management, LLC | 0.11% | Add +5.9% | 5,364 | $1.0M |
| Axq Capital, LP | 0.11% | Reduce -40.0% | 5,344 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +125.0% | 5,333 | $1.0M |
| Mendel Capital Management LLC | 0.45% | No change | 5,200 | $993K |
| Nomura Holdings Inc. | 0.00% | New | 5,200 | $993K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +26.3% | 5,146 | $983K |
| William Mack & Associates, Inc. | 0.34% | Add +0.2% | 5,086 | $971K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -74.7% | 5,032 | $961K |
| Brighton Jones LLC | 0.02% | Add +10.7% | 4,981 | $951K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -7.2% | 4,945 | $944K |
| Mission Wealth Management, LP | 0.01% | Add +289.8% | 4,834 | $923K |
| CIBC Bancorp USA Inc. | 0.00% | Add +6.3% | 4,791 | $915K |
| Independence Bank of Kentucky | 0.10% | Reduce -13.6% | 4,750 | $907K |
| Clearstead Advisors, LLC | 0.01% | Add +0.9% | 4,732 | $903K |
| Private Advisor Group, LLC | 0.00% | Reduce -13.4% | 4,727 | $902K |
| Freestone Grove Partners LP | 0.01% | New | 4,725 | $902K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +1.0% | 4,704 | $898K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.3% | 4,617 | $882K |
| Independent Financial Group, LLC | 0.02% | Reduce -2.1% | 4,593 | $877K |
| Stifel Financial Corp. | 0.00% | Reduce -59.5% | 4,493 | $858K |
| Hancock Whitney Corp. | 0.01% | Reduce -8.9% | 4,318 | $824K |
| Simplex Trading, LLC | 0.02% | Add +530.8% | 4,302 | $821K |
| Advisortrust Partners, LLC | 0.28% | Add +32.2% | 4,287 | $818K |
| Quadrant Capital Group LLC | 0.02% | Add +4.8% | 4,286 | $818K |
| World Investment Advisors | 0.01% | Reduce -5.3% | 4,228 | $811K |
| Macroview Investment Management LLC | 0.50% | Reduce -3.3% | 4,188 | $800K |
| Callan Family Office, LLC | 0.02% | Add +0.1% | 4,146 | $792K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.4% | 4,134 | $789K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +0.4% | 4,048 | $773K |
| Berkshire Asset Management LLC | 0.03% | No change | 4,020 | $768K |
| Ethos Financial Group, LLC | 0.05% | Add +0.1% | 3,971 | $765K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,990 | $762K |
| Numerai GP LLC | 0.06% | Reduce -28.2% | 3,973 | $759K |
| Guggenheim Capital LLC | 0.00% | Reduce -51.2% | 3,970 | $758K |
| Proficio Capital Partners LLC | 0.03% | Add +71.8% | 3,913 | $747K |
| Empirical Asset Management, LLC | 0.17% | Reduce -9.7% | 3,903 | $745K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.4% | 4,122 | $745K |
| Summit Trail Advisors, LLC | 0.01% | Add +125.7% | 3,894 | $743K |
| Towercrest Capital Management | 0.10% | Reduce -1.1% | 9,140 | $743K |
| Tidal Investments LLC | 0.00% | Add +27.3% | 3,888 | $742K |
| South Dakota Investment Council | 0.01% | Reduce -15.5% | 3,811 | $728K |
| Cynosure Group, LLC | 0.11% | New | 3,721 | $710K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,705 | $707K |
| Warther Private Wealth, LLC | 0.15% | New | 3,675 | $702K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,656 | $698K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.5% | 3,651 | $697K |
| Ossiam | 0.01% | New | 3,635 | $694K |
| denkapparat Operations GmbH | 0.23% | No change | 3,614 | $690K |
| Alliance Wealth Management Group | 0.13% | Reduce -1.2% | 8,489 | $690K |
| Savant Capital, LLC | 0.00% | Add +20.7% | 3,619 | $681K |
| Allworth Financial LP | 0.00% | Reduce -15.3% | 3,552 | $678K |
| Benjamin Edwards Inc. | 0.01% | No change | 3,535 | $675K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.6% | 3,474 | $663K |
| Inceptionr LLC | 0.16% | Add +129.5% | 3,468 | $662K |
| Rothschild Investment LLC | 0.02% | Add +446.4% | 3,464 | $661K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.0% | 3,441 | $657K |
| Invst, LLC | 0.06% | Reduce -15.7% | 3,417 | $652K |
| First National Trust Co | 0.02% | Reduce -20.5% | 3,412 | $651K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.7% | 3,519 | $650K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 3,371 | $644K |
| Swiss Life Asset Management Ltd | 0.00% | Add +11.6% | 3,336 | $637K |
| Roberts Glore & Co. Inc. | 0.16% | New | 3,293 | $629K |
| Continuum Advisory, LLC | 0.05% | Add +0.1% | 3,132 | $598K |
| Vise Technologies, Inc. | 0.01% | Add +9.7% | 3,126 | $597K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,120 | $596K |
| Utah Retirement Systems | 0.01% | No change | 3,005 | $574K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -13.3% | 2,967 | $566K |
| Cloud Capital Management, LLC | 0.21% | Reduce -2.0% | 2,972 | $566K |
| Merit Financial Group, LLC | 0.00% | Add +9.4% | 2,894 | $553K |
| Prudential PLC | 0.00% | Reduce -29.4% | 2,857 | $545K |
| Wedmont Private Capital | 0.01% | Reduce -1.2% | 3,017 | $541K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,820 | $538K |
| Stirlingshire Investments, Inc. | 0.40% | Add +163.2% | 2,800 | $535K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -7.3% | 2,788 | $532K |
| Caprock Group, LLC | 0.01% | Add +7.6% | 2,777 | $530K |
| Centiva Capital, LP | 0.02% | New | 2,769 | $529K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 2,710 | $517K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,695 | $514K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 2,690 | $514K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -25.1% | 2,681 | $512K |
| Graham Capital Management, L.P. | 0.02% | Add +3.9% | 2,676 | $511K |
| Advyzon Investment Management, LLC | 0.04% | New | 2,653 | $507K |
| AdvisorShares Investments LLC | 0.06% | New | 2,640 | $504K |
| Sivia Capital Partners, LLC | 0.06% | No change | 2,605 | $497K |
| Waverly Advisors, LLC | 0.00% | Add +77.3% | 2,592 | $495K |
| Brown Financial Advisory | 0.21% | New | 2,580 | $493K |
| Foundations Investment Advisors, LLC | 0.01% | Add +3.9% | 2,571 | $491K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 2,516 | $480K |
| Principal Securities, Inc. | 0.01% | Add +42.1% | 2,508 | $479K |
| AlphaGrep UK Ltd | 0.15% | New | 2,496 | $477K |
| Commerce Bank | 0.00% | No change | 2,490 | $475K |
| Accel Wealth Management | 0.11% | No change | 2,476 | $473K |
| Picton Mahoney Asset Management | 0.00% | Add +5.1% | 2,450 | $468K |
| CoreCap Advisors, LLC | 0.01% | Add +0.1% | 2,393 | $457K |
| Harbour Investments, Inc. | 0.01% | No change | 2,375 | $453K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +4.2% | 2,369 | $452K |
| Coyle Financial Counsel LLC | 0.08% | Add +0.2% | 2,361 | $451K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -1.6% | 2,339 | $447K |
| Claro Advisors Inc. | 0.05% | Add +0.4% | 2,329 | $445K |
| Jain Global LLC | 0.01% | Reduce -9.1% | 2,318 | $443K |
| DNB Asset Management AS | 0.00% | Reduce -0.9% | 2,315 | $442K |
| Choreo, LLC | 0.00% | Add +4.9% | 2,288 | $437K |
| US Bancorp \de | 0.00% | Add +28.3% | 2,275 | $434K |
| Nykredit A/S | 0.00% | — | 2,248 | $429K |
| ProShare Advisors LLC | 0.00% | Reduce -1.8% | 2,229 | $426K |
| Brown Advisory Inc. | 0.00% | Reduce -2.1% | 2,226 | $425K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.6% | 2,190 | $425K |
| HB Wealth Management, LLC | 0.00% | Add +38.9% | 2,196 | $419K |
| JT Stratford LLC | 0.05% | Add +6.7% | 2,189 | $418K |
| Accent Capital Management, LLC | 0.18% | Reduce -34.7% | 2,180 | $416K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,166 | $413K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -4.8% | 2,153 | $411K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,140 | $409K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.6% | 2,094 | $400K |
| Wealthfront Advisers LLC | 0.00% | Add +11.7% | 2,087 | $398K |
| Keystone Wealth Services, LLC | 0.07% | Add +7.3% | 2,062 | $394K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.7% | 2,054 | $392K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +1.4% | 2,030 | $388K |
| M&T Bank Corp | 0.00% | Add +1.5% | 2,019 | $385K |
| Csenge Advisory Group | 0.02% | Add +0.6% | 2,011 | $384K |
| VestGen Advisors, LLC | 0.01% | Add +36.0% | 2,011 | $384K |
| Walker Asset Management, LLC | 0.19% | No change | 2,000 | $382K |
| MAI Capital Management | 0.00% | Add +153.1% | 1,989 | $380K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $376K |
| Simplicity Wealth,LLC | 0.01% | New | 1,967 | $376K |
| Old North State Wealth Management, LLC | 0.16% | Reduce -0.4% | 1,962 | $375K |
| Patten & Patten Inc. | 0.02% | No change | 1,958 | $374K |
| Regal Investment Advisors LLC | 0.02% | Add +4.7% | 1,940 | $370K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -5.6% | 1,936 | $370K |
| 1832 Asset Management L.P. | 0.00% | Reduce -15.0% | 1,931 | $369K |
| Childress Capital Advisors, LLC | 0.06% | Add +79.0% | 1,917 | $366K |
| Krilogy Financial LLC | 0.01% | Add +17.7% | 1,915 | $366K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.1% | 1,908 | $364K |
| Zhang Financial LLC | 0.01% | No change | 1,880 | $359K |
| Innealta Capital, LLC | 0.19% | No change | 1,873 | $358K |
| Shelton Capital Management | 0.01% | No change | 1,830 | $349K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,800 | $349K |
| Norden Group LLC | 0.03% | Add +0.6% | 1,827 | $349K |
| Oxbow Advisors, LLC | 0.03% | No change | 1,808 | $345K |
| Waddell & Associates, LLC | 0.02% | Add +50.3% | 1,803 | $344K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.6% | 1,784 | $341K |
| Trust Point Inc. | 0.03% | No change | 1,764 | $337K |
| CIBC Asset Management Inc | 0.00% | Reduce -30.4% | 1,748 | $334K |
| Compound Planning, Inc. | 0.01% | New | 1,711 | $327K |
| Procyon Advisors, LLC | 0.01% | Add +30.6% | 1,693 | $323K |
| North Dakota State Investment Board | 0.01% | Add +1.8% | 1,685 | $322K |
| Drive Wealth Management, LLC | 0.06% | Reduce -0.1% | 1,680 | $321K |
| Larson Financial Group LLC | 0.01% | Reduce -55.8% | 1,655 | $316K |
| NorthRock Partners, LLC | 0.00% | Reduce -0.1% | 1,646 | $314K |
| Latitude Advisors, LLC | 0.13% | Add +2.3% | 1,641 | $313K |
| Ignite Planners, LLC | 0.04% | Add +1.9% | 1,630 | $311K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 1,621 | $310K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +3.9% | 1,588 | $303K |
| Signal Advisors Wealth, LLC | 0.02% | No change | 1,564 | $299K |
| Legacy Advisors, LLC | 0.03% | New | 1,555 | $297K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 1,548 | $296K |
| Sterling Capital Management LLC | 0.01% | Reduce -8.7% | 1,548 | $296K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.0% | 1,541 | $294K |
| RFG Advisory, LLC | 0.00% | New | 1,534 | $293K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,530 | $292K |
| Empower Advisory Group, LLC | 0.00% | Reduce -21.4% | 1,524 | $291K |
| Frec Markets, Inc. | 0.03% | Add +1.1% | 1,523 | $291K |
| GAMMA Investing LLC | 0.01% | Reduce -4.0% | 1,502 | $287K |
| Waterway Wealth Management, LLC | 0.06% | No change | 1,501 | $287K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 1,500 | $286K |
| King Luther Capital Management Corp. | 0.00% | No change | 1,500 | $286K |
| KBC Group NV | 0.00% | No change | 1,499 | $286K |
| D'Orazio & Associates, Inc. | 0.03% | Add +3.7% | 1,483 | $283K |
| RHS Financial, LLC | 0.11% | New | 1,475 | $282K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.4% | 1,430 | $273K |
| Guidance Capital, Inc. | 0.06% | Add +0.3% | 1,492 | $272K |
| Blue Trust, Inc. | 0.00% | Add +37.8% | 1,419 | $271K |
| Perigon Wealth Management, LLC | 0.00% | Add +8.1% | 1,403 | $268K |
| Modera Wealth Management, LLC | 0.00% | New | 1,397 | $267K |
| Affinity Capital Advisors, LLC | 0.03% | New | 1,402 | $263K |
| Retirement Guys Formula LLC | 0.10% | Reduce -0.3% | 1,363 | $260K |
| Laidlaw Wealth Management LLC | 0.74% | New | 1,362 | $260K |
| Everhart Financial Group, Inc. | 0.02% | No change | 1,349 | $258K |
| Burns J W & Co. Inc. | 0.03% | Add +17.2% | 1,345 | $257K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 1,331 | $254K |
| Elevation Wealth Management LLC | 0.19% | No change | 1,330 | $254K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.2% | 1,324 | $253K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.0% | 1,310 | $250K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,305 | $249K |
| Cresset Asset Management, LLC | 0.00% | Reduce -66.8% | 1,302 | $249K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,266 | $245K |
| Profund Advisors LLC | 0.01% | Reduce -9.3% | 1,283 | $245K |
| Xcelsior Advisor Partners LLC | 0.03% | New | 1,265 | $242K |
| MCF Advisors LLC | 0.01% | Add +0.1% | 1,262 | $241K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.6% | 1,258 | $240K |
| Caldwell Trust Co | 0.02% | No change | 1,250 | $239K |
| Aprio Wealth Management, LLC | 0.01% | Add +5.8% | 1,248 | $238K |
| Keybank National Association | 0.00% | Reduce -15.7% | 1,246 | $238K |
| Caerus Investment Advisors, LLC | 0.08% | Add +10.8% | 1,246 | $238K |
| Transcend Capital Advisors, LLC | 0.02% | Add +7.8% | 1,244 | $238K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +1.5% | 1,239 | $237K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,239 | $237K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +4.9% | 1,228 | $234K |
| MSA Advisors, LLC | 0.06% | No change | 1,220 | $233K |
| Kathmere Capital Management, LLC | 0.01% | New | 1,217 | $232K |
| ProVise Management Group, LLC | 0.02% | No change | 1,211 | $231K |
| Gallacher Capital Management LLC | 0.13% | New | 1,207 | $231K |
| Cibc World Market Inc. | 0.00% | New | 1,198 | $229K |
| Inscription Capital, LLC | 0.02% | Add +2.6% | 1,194 | $228K |
| STRS Ohio | 0.00% | Reduce -11.9% | 1,194 | $228K |
| SteelPeak Wealth, LLC | 0.01% | Add +5.2% | 1,191 | $227K |
| Monument Capital Management | 0.05% | No change | 1,188 | $227K |
| AE Wealth Management LLC | 0.00% | Reduce -2.9% | 1,184 | $226K |
| Bull Harbor Capital LLC | 0.04% | New | 1,180 | $225K |
| Claret Asset Management Corp | 0.02% | Reduce -42.8% | 1,174 | $224K |
| Virtus Advisers, LLC | 0.09% | Add +13.6% | 1,170 | $223K |
| Abel Hall, LLC | 0.04% | Reduce -0.3% | 1,161 | $222K |
| Citizens Financial Group Inc. | 0.00% | New | 1,147 | $219K |
| Midwest Trust Co | 0.00% | Add +1.5% | 1,139 | $217K |
| Inspirion Wealth Advisors, LLC | 0.02% | No change | 1,110 | $215K |
| NewEdge Wealth, LLC | 0.00% | New | 1,101 | $210K |
| Cary Street Partners Financial LLC | 0.00% | Add +1.1% | 1,097 | $209K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 1,096 | $209K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 1,090 | $208K |
| SkyOak Wealth, LLC | 0.03% | Reduce -9.7% | 1,075 | $205K |
| Kure Advisory, LLC | 0.10% | New | 1,071 | $204K |
| Jag Capital Management, LLC | 0.02% | New | 1,056 | $202K |
| Fulton Breakefield Broenniman LLC | 0.01% | Reduce -17.4% | 1,050 | $201K |
| UMB Bank, n.a. | 0.00% | Reduce -0.3% | 952 | $182K |
| Signaturefd, LLC | 0.00% | Add +4.2% | 938 | $179K |
| Bayforest Capital Ltd | 0.16% | New | 927 | $177K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 850 | $162K |
| Hollencrest Capital Management | 0.01% | Reduce -65.4% | 833 | $159K |
| Huntington National Bank | 0.00% | No change | 830 | $158K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -8.6% | 800 | $153K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -2.8% | 754 | $144K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.19% | No change | 740 | $141K |
| Steph & Co. | 0.04% | Reduce -10.2% | 726 | $139K |
| Ni Acquisitions Company, LLC | 0.05% | — | 104 | $122K |
| Manchester Capital Management LLC | 0.01% | Add +0.2% | 559 | $107K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 540 | $103K |
| Quarry LP | 0.02% | Reduce -28.9% | 538 | $103K |
| Essential Partners LLC | 0.05% | Add +29.6% | 530 | $101K |
| Quantum Portfolio Management LLC | 0.04% | New | 524 | $100K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.3% | 521 | $100K |
| Peterson Wealth Management | 0.04% | No change | 500 | $95K |
| HM Payson & Co. | 0.00% | No change | 500 | $95K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 488 | $92K |
| Quent Capital, LLC | 0.01% | Reduce -17.6% | 462 | $88K |
| Nemes Rush Group LLC | 0.01% | Add +0.2% | 461 | $88K |
| Versant Capital Management, Inc | 0.01% | Add +125.3% | 437 | $83K |
| State of Wyoming | 0.01% | Reduce -66.7% | 421 | $80K |
| Investors Research Corp | 0.01% | No change | 400 | $76K |
| Bessemer Group Inc. | 0.00% | Add +18.4% | 392 | $75K |
| Rockefeller Capital Management L.P. | 0.00% | Add +28.1% | 388 | $74K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.2% | 378 | $72K |
| Caitlin John, LLC | 0.04% | Reduce -2.8% | 376 | $72K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +32.9% | 372 | $71K |
| Eukles Asset Management | 0.03% | No change | 340 | $65K |
| Triumph Capital Management | 0.01% | Add +12.2% | 312 | $60K |
| True Wealth Design, LLC | 0.01% | Add +17.8% | 304 | $58K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 300 | $57K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 281 | $54K |
| Towne Trust Company, N.A | 0.02% | No change | 280 | $53K |
| Salomon & Ludwin, LLC | 0.00% | No change | 250 | $48K |
| Global Retirement Partners, LLC | 0.00% | — | 239 | $46K |
| Benson Wealth Management INC | 0.04% | Add +44.6% | 230 | $44K |
| Parkside Financial Bank & Trust | 0.00% | No change | 228 | $44K |
| Geneos Wealth Management Inc. | 0.00% | No change | 225 | $43K |
| Smartleaf Asset Management LLC | 0.00% | No change | 212 | $41K |
| St Germain D J Co. Inc. | 0.00% | No change | 210 | $40K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 200 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -82.1% | 189 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 183 | $35K |
| NFSG Corp | 0.00% | Reduce -21.7% | 180 | $34K |
| Covestor Ltd | 0.02% | Reduce -69.4% | 174 | $34K |
| Community Bank, N.A. | 0.00% | No change | 176 | $34K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -15.3% | 160 | $31K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 143 | $27K |
| Private Trust Co. NA | 0.00% | No change | 134 | $26K |
| Ascentis Independent Advisors | 0.07% | Reduce -19.6% | 131 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +0.8% | 130 | $25K |
| Spectrum Wealth Advisory Group, LLC | 0.01% | New | 122 | $23K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 120 | $23K |
| IFG Advisory, LLC | 0.00% | New | 120 | $23K |
| Bangor Savings Bank | 0.00% | No change | 120 | $23K |
| Spire Wealth Management | 0.00% | Reduce -55.6% | 120 | $23K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 112 | $21K |
| Fiduciary Financial Advisors | 0.00% | New | 113 | $21K |
| Fortitude Family Office, LLC | 0.00% | Reduce -5.2% | 110 | $21K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $19K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 97 | $19K |
| Creative Financial Designs Inc. | 0.00% | Add +11.6% | 96 | $18K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 95 | $18K |
| CVA Family Office, LLC | 0.00% | Reduce -4.2% | 92 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.3% | 91 | $17K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -94.0% | 89 | $17K |
| CX Institutional | 0.00% | New | 84 | $16K |
| LRI Investments, LLC | 0.00% | Reduce -46.7% | 80 | $15K |
| Clearstead Trust, LLC | 0.00% | No change | 77 | $15K |
| Anchor Investment Management, LLC | 0.00% | No change | 75 | $14K |
| TD Private Client Wealth LLC | 0.00% | Add +2.9% | 72 | $14K |
| Private Wealth Management Group, LLC | 0.00% | No change | 70 | $13K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -69.6% | 70 | $13K |
| Coston, McIsaac & Partners | 0.00% | No change | 67 | $12K |
| Entrust Financial LLC | 0.01% | No change | 60 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 60 | $11K |
| GW&K Investment Management, LLC | 0.00% | New | 60 | $11K |
| Highline Wealth Partners LLC | 0.00% | Add +35.7% | 57 | $11K |
| SHP Wealth Management | 0.00% | Add +2.0% | 52 | $10K |
| Montgomery Financial Services LLC | 0.01% | — | 50 | $10K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 50 | $10K |
| Bell Investment Advisors, Inc | 0.00% | No change | 50 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -8.0% | 46 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +80.0% | 45 | $9K |
| Rakuten Securities, Inc. | 0.00% | Reduce -68.6% | 44 | $8K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 44 | $8K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 40 | $8K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 40 | $8K |
| Kilter Group LLC | 0.00% | No change | 40 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | Add +84.2% | 35 | $7K |
| WealthCollab, LLC | 0.00% | Reduce -6.1% | 31 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 30 | $6K |
| Bare Financial Services, Inc | 0.00% | Reduce -9.1% | 30 | $6K |
| Tidemark, LLC | 0.00% | No change | 30 | $6K |
| Rossby Financial, LCC | 0.00% | Add +3.7% | 28 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 20 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 18 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Add +240.0% | 17 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +7.1% | 15 | $3K |
| Fulcrum Asset Management LLP | 0.00% | New | 14 | $3K |
| William B. Walkup & Associates, Inc. | 0.00% | New | 14 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -89.4% | 14 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 14 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -31.6% | 13 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 13 | $2K |
| Zions Bancorporation, National Association | 0.00% | Add +116.7% | 13 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 12 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 10 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 10 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 10 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $2K |
| Archer Investment Corp | 0.00% | New | 10 | $2K |
| Meeder Asset Management Inc. | 0.00% | New | 10 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +66.7% | 10 | $2K |
| Stone House Investment Management, LLC | 0.00% | Add +60.0% | 8 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 8 | $2K |
| MidFirst Bank | 0.00% | Reduce -83.3% | 8 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 7 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -12.5% | 7 | $1K |
| Optiver Holding B.V. | 0.00% | New | 7 | $1K |
| Sachetta, LLC | 0.00% | Add +50.0% | 6 | $1K |
| Toth Financial Advisory Corp. | 0.00% | New | 6 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 5 | $955 |
| Hughes Financial Services, LLC | 0.00% | Add +66.7% | 5 | $955 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -50.0% | 4 | $763 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 3 | $573 |
| Truvestments Capital LLC | 0.00% | No change | 3 | $573 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 3 | $573 |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3 | $573 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $388 |
| Investors Portfolio Services LLC | 0.00% | Reduce -33.3% | 2 | $382 |
| USA Financial Formulas | 0.00% | — | 2 | $382 |
| Key Capital Management, INC | 0.00% | No change | 1 | $215 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $191 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $191 |
| Leonteq Securities AG | 0.00% | No change | 1 | $191 |
| Financial Consulate, Inc. | 0.00% | New | 1 | $191 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $191 |
| Navigoe, LLC | 0.00% | New | 2 | $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.