Filing Research | VITL - VITAL FARMS INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Taylor Frigon Capital Management LLC	Shares	188.8KSH	$2.2M
2	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	85.0KSH	$988.8K
3	CHATHAM CAPITAL GROUP, INC.	Shares	64.3KSH	$747.2K
4	CWC Advisors, LLC.	Shares	59.4KSH	$690.5K
5	Skylands Capital, LLC	Shares	49.9KSH	$580.3K
6	4WEALTH ADVISORS, INC.	Shares	51.1KSH	$576.9K
7	Y-Intercept (Hong Kong) Ltd	Shares	32.6KSH	$379.3K
8	Total Clarity Wealth Management, Inc.	Shares	27.7KSH	$322.7K
9	Malaga Cove Capital, LLC	Shares	21.5KSH	$250.6K
10	Union Bancaire Privee, UBP SA	Shares	18.7KSH	$208.9K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.0KSH	$155.8K
12	Police & Firemen's Retirement System of New Jersey	Shares	9.7KSH	$112.9K
13	SIGNATUREFD, LLC	Shares	3.8KSH	$44.1K
14	Farther Finance Advisors, LLC	Shares	3.4KSH	$39.2K
15	GAMMA Investing LLC	Shares	3.4KSH	$39.2K
16	1620 INVESTMENT ADVISORS, INC.	Shares	1.4KSH	$16.5K
17	Owl Creek Wealth Partners LLC	Shares	910SH	$10.6K
18	Fortitude Family Office, LLC	Shares	779SH	$9.1K
19	EverSource Wealth Advisors, LLC	Shares	649SH	$7.5K
20	Versant Capital Management, Inc	Shares	553SH	$6.4K
21	SBI Securities Co., Ltd.	Shares	548SH	$6.4K
22	IFP Advisors, Inc	Shares	406SH	$4.7K
23	Bank of New Hampshire	Shares	163SH	$1.9K
24	First Pacific Financial	Shares	132SH	$1.5K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$1.2K
26	LRI Investments, LLC	Shares	60SH	$698
27	Blue Trust, Inc.	Shares	50SH	$582
28	Crews Bank & Trust	Shares	50SH	$582
29	Cedar Mountain Advisors, LLC	Shares	44SH	$512
30	State of Alaska, Department of Revenue	Shares	33.2KSH	$385
31	FINANCIAL CONSULATE, INC	Shares	20SH	$233
32	Walsh & Associates, LLC	Shares	18SH	$209
33	SJS Investment Consulting Inc.	Shares	9SH	$105
34	Davis Capital Management	Shares	5SH	$58
35	MassMutual Private Wealth & Trust, FSB	Shares	0SH	$0

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

47 / 47 loaded

#		Instrument
1	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+85.0K	+$988.6K	$988.8K
2	Taylor Frigon Capital Management LLC added	Shares	+98.8K	+$925.2K	$2.2M
3	CWC Advisors, LLC. added	Shares	+40.0K	+$417.5K	$690.5K
4	Total Clarity Wealth Management, Inc. new	Shares	+27.7K	+$322.7K	$322.7K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.0K	+$155.8K	$155.8K
6	SIGNATUREFD, LLC added	Shares	+3.6K	+$41.3K	$44.1K
7	GAMMA Investing LLC added	Shares	+2.2K	+$23.1K	$39.2K
8	Farther Finance Advisors, LLC added	Shares	+2.0K	+$21.2K	$39.2K
9	Owl Creek Wealth Partners LLC new	Shares	+910	+$10.6K	$10.6K
10	Fortitude Family Office, LLC new	Shares	+779	+$9.1K	$9.1K
11	1620 INVESTMENT ADVISORS, INC. added	Shares	+557	+$4.3K	$16.5K
12	IFP Advisors, Inc added	Shares	+350	+$3.9K	$4.7K
13	Versant Capital Management, Inc added	Shares	+335	+$3.4K	$6.4K
14	LRI Investments, LLC new	Shares	+60	+$698	$698
15	Cedar Mountain Advisors, LLC new	Shares	+44	+$512	$512
16	FINANCIAL CONSULATE, INC new	Shares	+20	+$233	$233
17	Davis Capital Management new	Shares	+5	+$58	$58
18	Walsh & Associates, LLC unchanged	Shares	0	-$45	$209
19	Blue Trust, Inc. unchanged	Shares	0	-$124	$582
20	Crews Bank & Trust unchanged	Shares	0	-$124	$582
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-9.5K	-$133	$0
22	AMALGAMATED BANK exited	Shares	-10.6K	-$150	$0
23	SJS Investment Consulting Inc. trimmed	Shares	-11	-$178	$105
24	State of Alaska, Department of Revenue trimmed	Shares	-7.5K	-$189	$385
25	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-14	-$198	$0
26	PARK AVENUE SECURITIES LLC exited	Shares	-14.9K	-$210	$0
27	Sound Income Strategies, LLC exited	Shares	-23	-$308	$0
28	First Pacific Financial unchanged	Shares	0	-$328	$1.5K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-23	-$417	$1.2K
30	SBI Securities Co., Ltd. added	Shares	+53	-$616	$6.4K
31	VISION FINANCIAL MARKETS LLC exited	Shares	-50	-$706	$0
32	Torren Management, LLC exited	Shares	-137	-$1.9K	$0
33	EverSource Wealth Advisors, LLC trimmed	Shares	-70	-$2.6K	$7.5K
34	Bank of New Hampshire trimmed	Shares	-174	-$2.9K	$1.9K
35	Union Bancaire Privee, UBP SA added	Shares	+1.5K	-$17.3K	$208.9K
36	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$24.2K	$112.9K
37	4WEALTH ADVISORS, INC. added	Shares	+1.6K	-$76.2K	$576.9K
38	Spire Wealth Management exited	Shares	-5.5K	-$77.7K	$0
39	Malaga Cove Capital, LLC trimmed	Shares	-2.2K	-$85.0K	$250.6K
40	Louisiana State Employees Retirement System exited	Shares	-16.5K	-$233.0K	$0
41	BENJAMIN EDWARDS INC exited	Shares	-16.6K	-$234.7K	$0
42	MBM WEALTH CONSULTANTS, LLC exited	Shares	-19.0K	-$268.4K	$0
43	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-18.0K	-$335.8K	$379.3K
44	Kings Path Partners LLC exited	Shares	-13.6K	-$434.1K	$0
45	CHATHAM CAPITAL GROUP, INC. trimmed	Shares	-30.0K	-$583.3K	$747.2K
46	Skylands Capital, LLC trimmed	Shares	-87.7K	-$1.4M	$580.3K
47	WASATCH ADVISORS LP exited	Shares	-1.9M	-$27.3M	$0