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Vita Coco Co Inc (COCO)

CUSIP: 92846Q107 | NYSE | Consumer Defensive · Beverages - Non-Alcoholic | Mid Cap | 607 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.7,310,71612.7%New 5%+ stakeSep 30, 20267,010,187 sh (Jun 30, 2026)
13G/AFMR LLC4,547,1167.9%+1,333,147Sep 30, 20263,213,969 sh (Jun 30, 2026)
13G/AVerlinvest Beverages SA1,097,1611.9%Newly reportedJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.7,310,716
12.7% of class · Sep 30, 2026New 5%+ stake
7,010,187 sh (Jun 30, 2026)
13G/AFMR LLC4,547,116
7.9% of class · Sep 30, 2026+1,333,147
3,213,969 sh (Jun 30, 2026)
13G/AVerlinvest Beverages SA1,097,161
1.9% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Wasatch Advisors LP2,490,208
1.1% of portfolio›$142.6M
Geode Capital Management, LLC1,437,811
0.0% of portfolio›$82.3M
Congress Asset Management Co1,240,321
0.5% of portfolio›$71.0M
Dimensional Fund Advisors LP1,187,688
0.0% of portfolio›$68.0M
Allspring Global Investments Holdings, LLC724,283
0.1% of portfolio›$41.3M
Principal Financial Group Inc348,812
0.0% of portfolio›$20.0M
Bank of New York Mellon Corp268,474
0.0% of portfolio›$15.4M
Russell Investments Group, Ltd.167,708
0.0% of portfolio›$9.6M
Capricorn Fund Managers Ltd146,000
0.8% of portfolio›$8.4M
King Luther Capital Management Corp137,419
0.0% of portfolio›$7.9M
Imc-Chicago, LLC113,770
0.0% of portfolio›$6.5M
Pictet Asset Management Holding SA106,592
0.0% of portfolio›$6.1M
Allworth Financial LP104,989
0.0% of portfolio›$6.9M
Ranger Investment Management, L.P.85,070
0.5% of portfolio›$4.9M
NIA Impact Advisors, LLC82,436
2.0% of portfolio›$4.7M
Deutsche Bank Ag\78,482
0.0% of portfolio›$4.5M
Moody Aldrich Partners LLC75,990
0.8% of portfolio›$4.4M
Moran Wealth Management, LLC75,026
0.1% of portfolio›$4.3M
OAK Ridge Investments LLC72,005
0.2% of portfolio›$4.1M
Summit Creek Advisors LLC67,699
1.5% of portfolio›$3.9M
B. Metzler seel. Sohn & Co. AG51,546
0.0% of portfolio›$3.0M
Hussman Strategic Advisors, Inc.50,400
0.6% of portfolio›$2.9M
Exchange Traded Concepts, LLC48,697
0.0% of portfolio›$2.8M
Conestoga Capital Advisors, LLC48,440
0.1% of portfolio›$2.8M
Virginia Retirement Systems ET Al40,200
0.0% of portfolio›$2.3M
Oppenheimer Asset Management Inc.37,288
0.0% of portfolio›$2.1M
Thrivent Financial for Lutherans31,835
0.0% of portfolio›$1.8K
Harbor Capital Advisors, Inc.30,466
0.0% of portfolio›$1.7K
Citigroup Inc29,718
0.0% of portfolio›$1.7M
LPL Financial LLC27,707
0.0% of portfolio›$1.6M
Illinois Municipal Retirement Fund25,788
0.0% of portfolio›$1.5M
Strs Ohio23,900
0.0% of portfolio›$1.4M
Achmea Investment Management B.V.23,729
0.0% of portfolio›$1.4M
Barclays PLC23,418
0.0% of portfolio›$1.3M
TT International Asset Management LTD22,237
0.1% of portfolio›$1.3M
Louisiana State Employees Retirement System21,100
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D17,997
0.0% of portfolio›$1.0M
AMI Asset Management Corp16,913
0.1% of portfolio›$968.4K
Great Lakes Advisors, LLC16,796
0.0% of portfolio›$961.7K
Fifth Third Bancorp14,934
0.0% of portfolio›$855.0K
Gibbs Wealth Management14,796
0.1% of portfolio›$847.2K
PNC Financial Services Group, Inc.14,400
0.0% of portfolio›$824.5K
Truist Financial Corp14,103
0.0% of portfolio›$807.5K
Arizona State Retirement System13,672
0.0% of portfolio›$782.8K
Concurrent Investment Advisors, LLC13,383
0.0% of portfolio›$766.2K
Yousif Capital Management, LLC12,930
0.0% of portfolio›$740.3K
Amalgamated Bank12,827
0.0% of portfolio›$734
Atria Investments, Inc12,638
0.0% of portfolio›$723.6K
Hennion & Walsh Asset Management, Inc.12,601
0.0% of portfolio›$721.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,667
0.0% of portfolio›$668.0K
Amundi11,547
0.0% of portfolio›$661.1K
Oppenheimer & Co Inc11,523
0.0% of portfolio›$659.7K
Oregon Public Employees Retirement Fund11,071
0.0% of portfolio›$633.9K
Maryland State Retirement & Pension System10,982
0.0% of portfolio›$628.8K
Inspire Investing, LLC10,930
0.0% of portfolio›$625.8K
New York State Teachers Retirement System10,914
0.0% of portfolio›$625
State of Alaska, Department of Revenue10,869
0.0% of portfolio›$622
Alps Advisors Inc10,550
0.0% of portfolio›$604.0K
Creative Planning10,053
0.0% of portfolio›$575.6K
Portside Wealth Group, LLC9,783
0.1% of portfolio›$560.1K
Unique Wealth Strategies, LLC8,305
0.2% of portfolio›$549.3K
Simplex Trading, LLC8,213
0.0% of portfolio›$470.2K
US Bancorp \de\8,049
0.0% of portfolio›$460.8K
Nvwm, LLC7,937
0.1% of portfolio›$454.4K
Simplicity Wealth,LLC7,259
0.0% of portfolio›$415.6K
ProShare Advisors LLC6,743
0.0% of portfolio›$386.1K
Vontobel Holding Ltd.6,698
0.0% of portfolio›$383.5K
Contravisory Investment Management, Inc.6,584
0.1% of portfolio›$377.0K
DekaBank Deutsche Girozentrale6,404
0.0% of portfolio›$369
CoreCap Advisors, LLC6,159
0.0% of portfolio›$352.6K
Ascent Group, LLC5,934
0.0% of portfolio›$339.8K
Kings Path Partners LLC5,920
0.1% of portfolio›$339.0K
Xponance LLC5,804
0.0% of portfolio›$332.3K
Mutual of America Capital Management LLC5,650
0.0% of portfolio›$323.5K
Swiss Life Asset Management Ltd5,622
0.0% of portfolio›$321.9K
OP Asset Management Ltd5,035
0.0% of portfolio›$288.3K
Highland Capital Management, LLC4,985
0.0% of portfolio›$285.4K
City Center Advisors, LLC4,918
0.2% of portfolio›$281.6K
LVW Advisors, LLC4,570
0.0% of portfolio›$261.7K
Kestra Advisory Services, LLC4,445
0.0% of portfolio›$254.5K
Norden Group LLC4,212
0.0% of portfolio›$241.2K
State of Wyoming4,127
0.0% of portfolio›$236.3K
Park Avenue Securities LLC3,876
0.0% of portfolio›$222
Sowell Financial Services LLC3,697
0.0% of portfolio›$211.7K
Savant Capital, LLC3,688
0.0% of portfolio›$211.2K
Bokf, NA3,168
0.0% of portfolio›$181.4K
1620 Investment Advisors, Inc.2,890
0.1% of portfolio›$165.4K
Bayforest Capital Ltd2,807
0.2% of portfolio›$160.7K
Nisa Investment Advisors, LLC2,794
0.0% of portfolio›$160.0K
Nykredit A/S1,864
0.0% of portfolio›$106.7K
KBC Group NV1,798
0.0% of portfolio›$103
Sterling Capital Management LLC1,621
0.0% of portfolio›$92.8K
Gamma Investing LLC1,426
0.0% of portfolio›$81.6K
Assetmark, Inc1,376
0.0% of portfolio›$78.8K
Larson Financial Group LLC1,056
0.0% of portfolio›$60.5K
Pinnacle Wealth Planning Services, Inc.876
0.0% of portfolio›$50.2K
Covestor Ltd757
0.0% of portfolio›$43
Leonteq Securities AG737
0.0% of portfolio›$42.2K
Signature Equity Partners, LLC734
0.0% of portfolio›$42.0K
Mather Group, Llc.631
0.0% of portfolio›$36.1K
Fortitude Family Office, LLC626
0.0% of portfolio›$35.8K
Farther Finance Advisors, LLC553
0.0% of portfolio›$31.7K
Caitong International Asset Management Co., Ltd467
0.0% of portfolio›$26.7K
Salomon & Ludwin, LLC435
0.0% of portfolio›$24.9K
Acumen Wealth Advisors, LLC291
0.0% of portfolio›$16.7K
Zions Bancorporation, National Association259
0.0% of portfolio›$14.8K
Signaturefd, LLC257
0.0% of portfolio›$14.7K
UMB Bank, n.a.243
0.0% of portfolio›$13.9K
Silver Grove Financial Group, Inc.192
0.0% of portfolio›$11.0K
Rydar Equities, Inc.190
0.0% of portfolio›$9.6K
Clearstead Advisors, LLC177
0.0% of portfolio›$10.1K
Private Trust Co NA163
0.0% of portfolio›$9.3K
GK Wealth Management LLC156
0.0% of portfolio›$8.9K
IFP Advisors, Inc154
0.0% of portfolio›$8.8K
EverSource Wealth Advisors, LLC152
0.0% of portfolio›$8.7K
Parallel Advisors, LLC105
0.0% of portfolio›$6.0K
Rothwell Investment Advisors, LLC100
0.0% of portfolio›$5.7K
Bare Financial Services, Inc91
0.0% of portfolio›$5.2K
Parkside Financial Bank & Trust89
0.0% of portfolio›$5.1K
Cullen T Bankers, Inc.63
0.0% of portfolio›$3.6K
Root Financial Partners, LLC50
0.0% of portfolio›$2.9K
MassMutual Private Wealth & Trust, FSB47
0.0% of portfolio›$2.7K
Financial Network Wealth Advisors LLC40
0.0% of portfolio›$2.3K
Torren Management, LLC40
0.0% of portfolio›$2.3K
Farmers & Merchants Investments Inc40
0.0% of portfolio›$2.3K
Hughes Financial Services, LLC30
0.0% of portfolio›$1.7K
USA Financial Formulas29
0.0% of portfolio›$1.7K
Financial Consulate, Inc26
0.0% of portfolio›$1.5K
Versant Capital Management, Inc25
0.0% of portfolio›$1.4K
SJS Investment Consulting Inc.17
0.0% of portfolio›$974
Ascentis Wealth Management, LLC16
0.0% of portfolio›$916
Provenance Wealth Advisors, LLC15
0.0% of portfolio›$859
Creative Capital Management Investments LLC14
0.0% of portfolio›$802
Essential Partners LLC14
0.0% of portfolio›$802
TD Private Client Wealth LLC14
0.0% of portfolio›$802
Valley National Advisers Inc13
0.0% of portfolio›$745
True Wealth Design, LLC12
0.0% of portfolio›$688
SBI Securities Co., Ltd.10
0.0% of portfolio›$573
DecisionPoint Financial, LLC10
0.0% of portfolio›$571
UMB Private Wealth Management, LLC7
0.0% of portfolio›$401
Rossby Financial, LCC7
0.0% of portfolio›$401
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$401
Gilpin Wealth Management, LLC4
0.0% of portfolio›$230
Summit Securities Group LLC4
0.0% of portfolio›$229
DiNuzzo Private Wealth, Inc.3
0.0% of portfolio›$172
Decker Retirement Planning Inc.2
0.0% of portfolio›$115
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$115
Nfsg Corp2
0.0% of portfolio›$115
Signature Resources Capital Management, LLC1
0.0% of portfolio›$57
Abound Wealth Management1
0.0% of portfolio›$58
GHP Investment Advisors, Inc.1
0.0% of portfolio›$58
StyleTurnoverLocationFiled
Wasatch Advisors LP
2,490,208$142.6M1.1%GARPMediumSalt Lake City, UT2026-10-13
Geode Capital Management, LLC
1,437,811$82.3M0.0%IndexVery LowBoston, MA2026-11-06
Congress Asset Management Co
1,240,321$71.0M0.5%GrowthMediumBoston, MA2026-10-06
Dimensional Fund Advisors LP
1,187,688$68.0M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
724,283$41.3M0.1%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
348,812$20.0M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
268,474$15.4M0.0%CoreLowNew York, NY2026-11-05
Russell Investments Group, Ltd.
167,708$9.6M0.0%CoreLowSeattle, WA2026-11-06
Capricorn Fund Managers Ltd
146,000$8.4M0.8%GARPVery HighLondon, United Kingdom2026-11-03
King Luther Capital Management Corp
137,419$7.9M0.0%CoreLowFort Worth, TX2026-11-05
Imc-Chicago, LLC
113,770$6.5M0.0%GARPVery HighChicago, IL2026-11-05
Pictet Asset Management Holding SA
106,592$6.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Allworth Financial LP
104,989$6.9M0.0%IndexLowFolsom, CA2026-11-06
Ranger Investment Management, L.P.
85,070$4.9M0.5%CoreMediumDallas, TX2026-11-06
NIA Impact Advisors, LLC
82,436$4.7M2.0%CoreMediumOakland, CA2026-11-04
Deutsche Bank Ag\
78,482$4.5M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Moody Aldrich Partners LLC
75,990$4.4M0.8%ValueHighMarblehead, MA2026-10-27
Moran Wealth Management, LLC
75,026$4.3M0.1%CoreMediumNaples, FL2026-10-22
OAK Ridge Investments LLC
72,005$4.1M0.2%MomentumMediumChicago, IL2026-10-30
Summit Creek Advisors LLC
67,699$3.9M1.5%GARPLowMinneapolis, MN2026-11-03
B. Metzler seel. Sohn & Co. AG
51,546$3.0M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Hussman Strategic Advisors, Inc.
50,400$2.9M0.6%YieldVery HighEllicott City, MD2026-11-02
Exchange Traded Concepts, LLC
48,697$2.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
Conestoga Capital Advisors, LLC
48,440$2.8M0.1%CoreLowWayne, PA2026-11-02
Virginia Retirement Systems ET Al
40,200$2.3M0.0%CoreMediumRichmond, VA2026-10-28
Oppenheimer Asset Management Inc.
37,288$2.1M0.0%CoreMediumNew York, NY2026-10-27
Thrivent Financial for Lutherans
31,835$1.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Harbor Capital Advisors, Inc.
30,466$1.7K0.0%ValueHighChicago, IL2026-10-22
Citigroup Inc
29,718$1.7M0.0%CoreMediumNew York, NY2026-11-04
LPL Financial LLC
27,707$1.6M0.0%IndexVery LowFort Mill, SC2026-11-06
Illinois Municipal Retirement Fund
25,788$1.5M0.0%CoreMediumOak Brook, IL2026-11-05
Strs Ohio
23,900$1.4M0.0%CoreMediumColumbus, OH2026-10-30
Achmea Investment Management B.V.
23,729$1.4M0.0%CoreMediumZeist, Philippines2026-10-30
Barclays PLC
23,418$1.3M0.0%CoreMediumLondon, United Kingdom2026-11-06
TT International Asset Management LTD
22,237$1.3M0.1%GARPVery HighLondon, United Kingdom2026-10-30
Louisiana State Employees Retirement System
21,100$1.2M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
17,997$1.0M0.0%CoreLowTrenton, NJ2026-11-05
AMI Asset Management Corp
16,913$968.4K0.1%GrowthMediumLos Angeles, CA2026-10-20
Great Lakes Advisors, LLC
16,796$961.7K0.0%CoreMediumChicago, IL2026-11-06
Fifth Third Bancorp
14,934$855.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Gibbs Wealth Management
14,796$847.2K0.1%CoreLowAlpharetta, GA2026-10-22
PNC Financial Services Group, Inc.
14,400$824.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Truist Financial Corp
14,103$807.5K0.0%CoreLowCharlotte, NC2026-10-30
Arizona State Retirement System
13,672$782.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Concurrent Investment Advisors, LLC
13,383$766.2K0.0%GrowthMediumTampa, FL2026-10-16
Yousif Capital Management, LLC
12,930$740.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
12,827$7340.0%CoreVery LowNew York, NY2026-10-23
Atria Investments, Inc
12,638$723.6K0.0%CoreMediumCharlotte, NC2026-10-15
Hennion & Walsh Asset Management, Inc.
12,601$721.5K0.0%ValueMediumParsippany, NJ2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
11,667$668.0K0.0%CoreLowHarrisburg, PA2026-11-03
Amundi
11,547$661.1K0.0%CoreMediumParis, India2026-11-06
Oppenheimer & Co Inc
11,523$659.7K0.0%CoreLowNew York, NY2026-10-26
Oregon Public Employees Retirement Fund
11,071$633.9K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
10,982$628.8K0.0%IndexVery LowBaltimore, MD2026-11-05
Inspire Investing, LLC
10,930$625.8K0.0%GARPHighMeridian, ID2026-10-22
New York State Teachers Retirement System
10,914$6250.0%CoreVery LowAlbany, NY2026-10-22
State of Alaska, Department of Revenue
10,869$6220.0%CoreVery LowJuneau, AK2026-10-15
Alps Advisors Inc
10,550$604.0K0.0%YieldLowDenver, CO2026-11-03
Creative Planning
10,053$575.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Portside Wealth Group, LLC
9,783$560.1K0.1%CoreMediumProvo, UT2026-10-20
Unique Wealth Strategies, LLC
8,305$549.3K0.2%CoreMediumBurr Ridge, IL2026-10-13
Simplex Trading, LLC
8,213$470.2K0.0%CoreVery HighChicago, IL2026-11-04
US Bancorp \de\
8,049$460.8K0.0%IndexLowMinneapolis, MN2026-11-05
Nvwm, LLC
7,937$454.4K0.1%GrowthMediumYardley, PA2026-10-14
Simplicity Wealth,LLC
7,259$415.6K0.0%ETFLowSummit, NJ2026-10-23
ProShare Advisors LLC
6,743$386.1K0.0%GrowthLowBethesda, MD2026-10-29
Vontobel Holding Ltd.
6,698$383.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Contravisory Investment Management, Inc.
6,584$377.0K0.1%MomentumHighNorwell, MA2026-10-13
DekaBank Deutsche Girozentrale
6,404$3690.0%CoreLowFrankfurt, Hong Kong2026-10-27
CoreCap Advisors, LLC
6,159$352.6K0.0%ETFMediumSouthfield, MI2026-10-08
Ascent Group, LLC
5,934$339.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Kings Path Partners LLC
5,920$339.0K0.1%ETFVery LowSugar Land, TX2026-10-21
Xponance LLC
5,804$332.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Mutual of America Capital Management LLC
5,650$323.5K0.0%IndexLowNew York, NY2026-10-23
Swiss Life Asset Management Ltd
5,622$321.9K0.0%CoreLowZurich, Switzerland2026-11-03
OP Asset Management Ltd
5,035$288.3K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Highland Capital Management, LLC
4,985$285.4K0.0%GrowthMediumMemphis, TN2026-10-26
City Center Advisors, LLC
4,918$281.6K0.2%ETFMediumTroy, MI2026-10-08
LVW Advisors, LLC
4,570$261.7K0.0%CoreMediumPittsford, NY2026-10-19
Kestra Advisory Services, LLC
4,445$254.5K0.0%CoreLowAustin, TX2026-11-02
Norden Group LLC
4,212$241.2K0.0%GrowthMediumProvo, UT2026-10-20
State of Wyoming
4,127$236.3K0.0%ValueHighCheyenne, WY2026-10-28
Park Avenue Securities LLC
3,876$2220.0%ETFMediumNew York, NY2026-10-26
Sowell Financial Services LLC
3,697$211.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Savant Capital, LLC
3,688$211.2K0.0%IndexVery LowRockford, IL2026-11-06
Bokf, NA
3,168$181.4K0.0%CoreLowTulsa, OK2026-10-27
1620 Investment Advisors, Inc.
2,890$165.4K0.1%ValueLowPlymouth, MA2026-11-04
Bayforest Capital Ltd
2,807$160.7K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Nisa Investment Advisors, LLC
2,794$160.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Nykredit A/S
1,864$106.7K0.0%CoreN/ANordhavn, Greece2026-11-06
KBC Group NV
1,798$1030.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,621$92.8K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
1,426$81.6K0.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
1,376$78.8K0.0%ETFLowConcord, CA2026-10-21
Larson Financial Group LLC
1,056$60.5K0.0%GrowthLowSt Louis, MO2026-11-05
Pinnacle Wealth Planning Services, Inc.
876$50.2K0.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
757$430.0%ValueHighLondon, United Kingdom2026-10-30
Leonteq Securities AG
737$42.2K0.0%CoreHighZurich, Switzerland2026-10-29
Signature Equity Partners, LLC
734$42.0K0.0%GrowthMediumColumbus, OH2026-10-29
Mather Group, Llc.
631$36.1K0.0%ETFMediumChicago, IL2026-10-14
Fortitude Family Office, LLC
626$35.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
553$31.7K0.0%IndexLowSan Francisco, CA2026-10-08
Caitong International Asset Management Co., Ltd
467$26.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Salomon & Ludwin, LLC
435$24.9K0.0%ETFVery LowRichmond, VA2026-10-29
Acumen Wealth Advisors, LLC
291$16.7K0.0%GrowthHighChattanooga, TN2026-11-05
Zions Bancorporation, National Association
259$14.8K0.0%CoreMediumSalt Lake City, UT2026-11-06
Signaturefd, LLC
257$14.7K0.0%IndexLowAtlanta, GA2026-10-23
UMB Bank, n.a.
243$13.9K0.0%CoreLowKansas City, MO2026-11-06
Silver Grove Financial Group, Inc.
192$11.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Rydar Equities, Inc.
190$9.6K0.0%CoreVery LowWeatherford, TX2026-10-13
Clearstead Advisors, LLC
177$10.1K0.0%ETFLowCleveland, OH2026-11-06
Private Trust Co NA
163$9.3K0.0%CoreLowCleveland, OH2026-10-20
GK Wealth Management LLC
156$8.9K0.0%GARPVery HighReno, NV2026-10-09
IFP Advisors, Inc
154$8.8K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
152$8.7K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
105$6.0K0.0%IndexLowSan Francisco, CA2026-11-03
Rothwell Investment Advisors, LLC
100$5.7K0.0%N/AN/ASalem, MA2026-11-06
Bare Financial Services, Inc
91$5.2K0.0%ETFVery LowGap, PA2026-11-04
Parkside Financial Bank & Trust
89$5.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Cullen T Bankers, Inc.
63$3.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Root Financial Partners, LLC
50$2.9K0.0%ETFMediumEncinitas, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
47$2.7K0.0%CoreLowSpringfield, MA2026-10-05
Financial Network Wealth Advisors LLC
40$2.3K0.0%ETFLowMurray, UT2026-10-28
Torren Management, LLC
40$2.3K0.0%ETFMediumSan Diego, CA2026-10-29
Farmers & Merchants Investments Inc
40$2.3K0.0%CoreVery LowLincoln, NE2026-10-22
Hughes Financial Services, LLC
30$1.7K0.0%ETFLowHerndon, VA2026-10-30
USA Financial Formulas
29$1.7K0.0%ETFVery HighAda, MI2026-10-16
Financial Consulate, Inc
26$1.5K0.0%ETFLowHunt Valley, MD2026-10-23
Versant Capital Management, Inc
25$1.4K0.0%GARPLowPhoenix, AZ2026-10-02
SJS Investment Consulting Inc.
17$9740.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Wealth Management, LLC
16$9160.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
15$8590.0%ETFLowFort Lauderdale, FL2026-10-30
Creative Capital Management Investments LLC
14$8020.0%ETFLowSan Diego, CA2026-10-28
Essential Partners LLC
14$8020.0%ValueMediumRancho Santa Fe, CA2026-10-14
TD Private Client Wealth LLC
14$8020.0%ETFLowNew York, NY2026-10-28
Valley National Advisers Inc
13$7450.0%ETFLowBethlehem, PA2026-10-23
True Wealth Design, LLC
12$6880.0%ETFMediumAkron, OH2026-10-13
SBI Securities Co., Ltd.
10$5730.0%Agg GrowthLowTokyo, Mexico2026-10-22
DecisionPoint Financial, LLC
10$5710.0%ETFVery LowMesa, AZ2026-10-27
UMB Private Wealth Management, LLC
7$4010.0%GrowthN/AKansas City, MO2026-10-19
Rossby Financial, LCC
7$4010.0%ETFMediumMelbourne, FL2026-11-05
Physician Wealth Advisors, Inc.
7$4010.0%ETFMediumMidvale, UT2026-10-20
Gilpin Wealth Management, LLC
4$2300.0%GrowthLowDenver, CO2026-10-09
Summit Securities Group LLC
4$2290.0%CoreVery HighNew York, NY2026-11-05
DiNuzzo Private Wealth, Inc.
3$1720.0%ETFLowBeaver, PA2026-10-16
Decker Retirement Planning Inc.
2$1150.0%Agg GrowthVery HighLevi, UT2026-10-19
Bay Harbor Wealth Management, LLC
2$1150.0%ETFMediumHunt Valley, MD2026-11-03
Nfsg Corp
2$1150.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Signature Resources Capital Management, LLC
1$570.0%ETFLowNewport Beach, CA2026-10-16
Abound Wealth Management
1$580.0%ETFVery LowFranklin, TN2026-10-26
GHP Investment Advisors, Inc.
1$580.0%CoreVery LowDenver, CO2026-10-15