Filing Research | COCO - VITA COCO CO INC Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	2.3MSH	$149.2M
2	CONGRESS ASSET MANAGEMENT CO	Shares	1.2MSH	$79.8M
3	Counterpoint Mutual Funds LLC	Shares	98.1KSH	$6.5M
4	OAK RIDGE INVESTMENTS LLC	Shares	70.1KSH	$4.6M
5	MOODY ALDRICH PARTNERS LLC	Shares	57.9KSH	$3.8M
6	Conestoga Capital Advisors, LLC	Shares	37.0KSH	$2.4M
7	Louisiana State Employees Retirement System	Shares	19.3KSH	$1.3M
8	Capricorn Fund Managers Ltd	Shares	15.0KSH	$992.1K
9	Police & Firemen's Retirement System of New Jersey	Shares	14.5KSH	$958.7K
10	Hennion & Walsh Asset Management, Inc.	Shares	12.8KSH	$843.7K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.8KSH	$780.4K
12	Unique Wealth Strategies, LLC	Shares	8.3KSH	$549.3K
13	Curated Wealth Partners LLC	Shares	6.8KSH	$499.8K
14	Portside Wealth Group, LLC	Shares	7.0KSH	$463.8K
15	Kings Path Partners LLC	Shares	5.9KSH	$391.5K
16	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	5.9KSH	$387.0K
17	CoreCap Advisors, LLC	Shares	4.4KSH	$290.2K
18	Mediolanum International Funds Ltd	Shares	3.4KSH	$245.4K
19	Wedmont Private Capital	Shares	3.2KSH	$226.5K
20	1620 INVESTMENT ADVISORS, INC.	Shares	3.3KSH	$217.4K
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.5KSH	$168.3K
22	GAMMA Investing LLC	Shares	1.4KSH	$92.2K
23	Farther Finance Advisors, LLC	Shares	1.2KSH	$77.2K
24	IFP Advisors, Inc	Shares	689SH	$45.6K
25	Crewe Advisors LLC	Shares	107SH	$7.1K
26	Fortitude Family Office, LLC	Shares	88SH	$5.8K
27	SIGNATUREFD, LLC	Shares	76SH	$5.0K
28	MassMutual Private Wealth & Trust, FSB	Shares	61SH	$4.0K
29	SBI Securities Co., Ltd.	Shares	46SH	$3.0K
30	EverSource Wealth Advisors, LLC	Shares	45SH	$3.0K
31	Torren Management, LLC	Shares	40SH	$2.6K
32	Versant Capital Management, Inc	Shares	25SH	$1.7K
33	FINANCIAL CONSULATE, INC	Shares	23SH	$1.5K
34	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$1.3K
35	State of Alaska, Department of Revenue	Shares	16.8KSH	$1.1K
36	Handelsbanken Fonder AB	Shares	16.4KSH	$1.1K
37	True Wealth Design, LLC	Shares	12SH	$794
38	AMALGAMATED BANK	Shares	12.0KSH	$791
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	10.9KSH	$722
40	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$331
41	Bogart Wealth, LLC	Shares	4SH	$265
42	Creative Capital Management Investments LLC	Shares	2SH	$132
43	Davis Capital Management	Shares	2SH	$132
44	Decker Retirement Planning Inc.	Shares	2SH	$132
45	Abound Wealth Management	Shares	1SH	$67
46	GHP Investment Advisors, Inc.	Shares	1SH	$67
47	SJS Investment Consulting Inc.	Shares	1SH	$67
48	Hughes Financial Services, LLC	Shares	1SH	$66
49	LRI Investments, LLC	Shares	1SH	$66
50	FNY Investment Advisers, LLC	PUT	14SH	$0

Manager changes2026-06-30 vs 2026-03-31

50 / 57 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO new	Shares	+1.2M	+$79.8M	$79.8M
2	Counterpoint Mutual Funds LLC new	Shares	+98.1K	+$6.5M	$6.5M
3	Louisiana State Employees Retirement System new	Shares	+19.3K	+$1.3M	$1.3M
4	Conestoga Capital Advisors, LLC added	Shares	+7.3K	+$1.0M	$2.4M
5	Unique Wealth Strategies, LLC new	Shares	+8.3K	+$549.3K	$549.3K
6	Curated Wealth Partners LLC new	Shares	+6.8K	+$499.8K	$499.8K
7	Portside Wealth Group, LLC new	Shares	+7.0K	+$463.8K	$463.8K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$327.8K	$958.7K
9	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-16.0K	+$287.9K	$3.8M
10	Mediolanum International Funds Ltd new	Shares	+3.4K	+$245.4K	$245.4K
11	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-125	+$226.6K	$843.7K
12	Wedmont Private Capital new	Shares	+3.2K	+$226.5K	$226.5K
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-151	+$207.9K	$780.4K
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.8K	+$133.0K	$168.3K
15	CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed	Shares	-480	+$83.7K	$387.0K
16	Farther Finance Advisors, LLC added	Shares	+1.1K	+$74.8K	$77.2K
17	CoreCap Advisors, LLC trimmed	Shares	-172	+$71.8K	$290.2K
18	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-391	+$41.2K	$217.4K
19	IFP Advisors, Inc added	Shares	+467	+$34.9K	$45.6K
20	GAMMA Investing LLC added	Shares	+131	+$31.7K	$92.2K
21	OAK RIDGE INVESTMENTS LLC trimmed	Shares	-26.3K	+$16.1K	$4.6M
22	Crewe Advisors LLC new	Shares	+107	+$7.1K	$7.1K
23	SIGNATUREFD, LLC added	Shares	+63	+$4.4K	$5.0K
24	MassMutual Private Wealth & Trust, FSB added	Shares	+28	+$2.5K	$4.0K
25	SBI Securities Co., Ltd. added	Shares	+33	+$2.4K	$3.0K
26	FINANCIAL CONSULATE, INC new	Shares	+23	+$1.5K	$1.5K
27	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+20	+$1.3K	$1.3K
28	Handelsbanken Fonder AB new	Shares	+16.4K	+$1.1K	$1.1K
29	Fortitude Family Office, LLC trimmed	Shares	-16	+$837	$5.8K
30	Torren Management, LLC unchanged	Shares	0	+$730	$2.6K
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+10.9K	+$722	$722
32	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+5	+$331	$331
33	True Wealth Design, LLC unchanged	Shares	0	+$219	$794
34	AMALGAMATED BANK trimmed	Shares	-795	+$180	$791
35	Creative Capital Management Investments LLC new	Shares	+2	+$132	$132
36	Davis Capital Management new	Shares	+2	+$132	$132
37	Bogart Wealth, LLC unchanged	Shares	0	+$73	$265
38	Abound Wealth Management new	Shares	+1	+$67	$67
39	SJS Investment Consulting Inc. new	Shares	+1	+$67	$67
40	Hughes Financial Services, LLC new	Shares	+1	+$66	$66
41	LRI Investments, LLC new	Shares	+1	+$66	$66
42	Decker Retirement Planning Inc. unchanged	Shares	0	+$36	$132
43	GHP Investment Advisors, Inc. unchanged	Shares	0	+$19	$67
44	FNY Investment Advisers, LLC new	PUT	+14	$0	$0
45	State of Alaska, Department of Revenue trimmed	Shares	-7.2K	-$40	$1.1K
46	Vermillion Wealth Management, Inc. exited	Shares	-5	-$240	$0
47	Scarborough Advisors, LLC exited	Shares	-11	-$527	$0
48	Rachor Investment Advisory Services, LLC exited	Shares	-16	-$767	$0
49	TOTH FINANCIAL ADVISORY CORP exited	Shares	-30	-$1.4K	$0
50	Versant Capital Management, Inc trimmed	Shares	-51	-$2.0K	$1.7K

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