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Willamette Valley Vineyards (WVVI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares35,339 from 35,798
Change-459 (-1%)
Value$61.9K (-$28.0K)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares26,328 from 27,905
Change-1,577 (-6%)
Value$46.1K (-$24.0K)
Filed 2026-11-04
James Investment Research, Inc.
UNCHANGED
Shares12,921 from 12,921
Change0 (0%)
Value$22.6K (-$9.8K)
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares3,760 from 3,760
Change0 (0%)
Value$6.6K (-$2.9K)
Filed 2026-10-08
Fortitude Family Office, LLC
NEW
Shares1,793
Change+1,793
Value$3.1K
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares1,300
Change+1,300
Value$2.3K
Filed 2026-10-29
Allworth Financial LP
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$2.2K ($0)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$700 (-$304)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$525 (-$228)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares283 from 214
Change+69 (+32%)
Value$495 (-$42)
Filed 2026-10-22
Harbour Investments, Inc.
NEW
Shares200
Change+200
Value$350
Filed 2026-11-09
Wolff Wiese Magana LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$252 (-$110)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$175 (-$76)
Filed 2026-10-20
Financially Speaking Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$175 (-$82)
Filed 2026-11-05
Strive Financial Group,LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$77 (-$33)
Filed 2026-11-09
Barclays PLC
DECREASED
Shares2 from 10
Change-8 (-80%)
Value$4 (-$21)
Filed 2026-11-06
Vanguard Capital Management LLC
N/A
Shares— from 198,896
Change-198,896 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 63,352
Change-63,352 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 54,800
Change-54,800 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 25,866
Change-25,866 (-100%)
Value—
Teton Advisors, LLC
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,168
Change-16,168 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,417
Change-14,417 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,921
Change-12,921 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 10,850
Change-10,850 (-100%)
Value—
State Street Corp
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,049
Change-5,049 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
FMR LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 301
Change-301 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED35,33935,798-459-1%$89.9K$61.9K-$28.0K2026-11-06
Dimensional Fund Advisors LP
DECREASED26,32827,905-1,577-6%$70.0K$46.1K-$24.0K2026-11-04
James Investment Research, Inc.
UNCHANGED12,92112,92100%$32.4K$22.6K-$9.8K2026-10-22
Farther Finance Advisors, LLC
UNCHANGED3,7603,76000%$9.4K$6.6K-$2.9K2026-10-08
Fortitude Family Office, LLC
NEW1,793—+1,793——$3.1K—2026-10-14
Next Level Wealth Planning, LLC
NEW1,300—+1,300——$2.3K—2026-10-29
Allworth Financial LP
UNCHANGED87787700%$2.2K$2.2K$02026-11-06
US Bancorp \de\
UNCHANGED40040000%$1.0K$700-$3042026-11-05
Parallel Advisors, LLC
UNCHANGED30030000%$753$525-$2282026-11-03
SBI Securities Co., Ltd.
INCREASED283214+69+32%$537$495-$422026-10-22
Harbour Investments, Inc.
NEW200—+200——$350—2026-11-09
Wolff Wiese Magana LLC
UNCHANGED14414400%$362$252-$1102026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED10010000%$251$175-$762026-10-20
Financially Speaking Inc
UNCHANGED10010000%$257$175-$822026-11-05
Strive Financial Group,LLC
UNCHANGED444400%$110$77-$332026-11-09
Barclays PLC
DECREASED210-8-80%$25$4-$212026-11-06
Vanguard Capital Management LLC
N/A—198,896-198,896-100%$499.2K———
Renaissance Technologies LLC
N/A—63,352-63,352-100%$159.0K———
Next Capital Management LLC
N/A—54,800-54,800-100%$137.5K———
Vanguard Fiduciary Trust Co
N/A—25,866-25,866-100%$64.9K———
Teton Advisors, LLC
N/A—20,500-20,500-100%$51.5K———
Gabelli Funds LLC
N/A—20,000-20,000-100%$50.2K———
EP Wealth Advisors, LLC
N/A—16,168-16,168-100%$40.6K———
Citadel Advisors LLC
N/A—14,417-14,417-100%$36.2K———
NewEdge Advisors, LLC
N/A—12,921-12,921-100%$32.4K———
Price T Rowe Associates Inc
N/A—10,850-10,850-100%$28———
State Street Corp
N/A—10,700-10,700-100%$26.9K———
Steward Partners Investment Advisory, LLC
N/A—5,049-5,049-100%$12.7K———
Tower Research Capital LLC (TRC)
N/A—2,340-2,340-100%$5.9K———
Wells Fargo & Company
N/A—2,200-2,200-100%$5.5K———
National Bank of Canada
N/A—2,100-2,100-100%$5.0K———
Morgan Stanley
N/A—1,930-1,930-100%$4.8K———
UBS Group AG
N/A—1,869-1,869-100%$4.7K———
Jones Financial Companies Lllp
N/A—1,190-1,190-100%$2.6K———
FMR LLC
N/A—400-400-100%$1.0K———
Royal Bank of Canada
N/A—301-301-100%$1.0K———
Osaic Holdings, Inc.
N/A—100-100-100%$251———
Arax Advisory Partners
N/A—100-100-100%$251———
Showing 38 of 38 institutions