Fund shareholders of Westrock Coffee Co
ISIN US96145W1036 · United States
- Fund shareholders
- 89
- Of which ETFs
- 11 78 other funds
- Value held
- 38M $
- Share of capital
- 8.8 % of 97.6M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 2,288,442 | 9.7M $ | 0.12 % | 2.34 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,622,010 | 6.9M $ | 0.00 % | 1.66 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 875,705 | 3.7M $ | 0.01 % | 0.90 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 464,234 | 2M $ | 0.12 % | 0.48 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 409,216 | 1.7M $ | 0.00 % | 0.42 % | as of Mar 31, 2026 ↗ |
| VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND | 383,595 | 1.7M $ | 0.02 % | 0.39 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 360,996 | 2.1M $ | 0.01 % | 0.37 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 313,469 | 1.3M $ | 0.01 % | 0.32 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 197,312 | 872.1K $ | 0.00 % | 0.20 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 181,744 | 803.3K $ | 0.00 % | 0.19 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 177,876 | 786.2K $ | 0.01 % | 0.18 % | as of Feb 28, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 175,790 | 747.1K $ | 0.00 % | 0.18 % | as of Mar 31, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 119,511 | 528.2K $ | 0.20 % | 0.12 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 79,477 | 468.1K $ | 0.01 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 78,591 | 462.9K $ | 0.49 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 68,321 | 302K $ | 0.00 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 60,970 | 259.1K $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 54,062 | 239K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 52,603 | 232.5K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 45,145 | 265.9K $ | 0.01 % | 0.05 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 43,585 | 185.2K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 39,100 | 166.2K $ | 0.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 36,270 | 154.1K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 35,381 | 208.4K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,926 | 150K $ | 0.01 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 28,032 | 119.1K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 27,200 | 115.6K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 26,832 | 114K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 25,000 | 147.3K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 22,000 | 97.2K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 19,833 | 84.3K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 17,501 | 103.1K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 17,120 | 72.8K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 15,850 | 93.4K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 14,656 | 64.8K $ | 0.01 % | 0.02 % | as of Feb 28, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 14,492 | 61.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,529 | 73.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,400 | 52.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 12,225 | 52K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 11,040 | 46.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 10,178 | 43.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 9,330 | 39.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,900 | 34.9K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 7,213 | 30.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,156 | 30.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,427 | 27.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,837 | 34.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,572 | 32.8K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 5,425 | 32K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,351 | 22.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,629 | 19.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 4,516 | 19.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,220 | 17.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,208 | 17.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,320 | 14.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,064 | 13K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,986 | 12.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,752 | 11.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 2,705 | 15.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,688 | 15.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,680 | 11.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,465 | 14.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,383 | 14K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,307 | 9.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,286 | 9.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,232 | 9.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,221 | 9.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,112 | 9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,561 | 6.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,497 | 6.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,319 | 5.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,249 | 5.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,130 | 5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,100 | 4.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 876 | 3.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 862 | 3.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 441 | 1.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 416 | 2.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 291 | 1.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 184 | 782 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 123 | 522.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 93 | 395.3 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 85 | 361.3 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 67 | 394.6 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 57 | 335.7 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 51 | 216.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 37 | 163.5 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 10 | 44.2 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 10 | 42.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Sovereign's Capital Flourish Fund Elevation Series Trust | 0.49 % | as of Apr 30, 2026 ↗ |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 0.20 % | as of Feb 28, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 0.12 % | as of Mar 31, 2026 ↗ |
| VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND | 0.02 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.01 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 0.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 89 | +3 | 8,609,663 | +3.8 % |
| 2026Q1 | 86 | -7 | 8,291,342 | -0.3 % |
| 2025Q4 | 93 | +2 | 8,320,303 | -24.1 % |
| 2025Q3 | 91 | -3 | 10,966,126 | -16.1 % |
| 2025Q2 | 94 | +6 | 13,068,836 | +2.9 % |
| 2025Q1 | 88 | -4 | 12,700,779 | +7.7 % |
| 2024Q4 | 92 | +1 | 11,794,405 | +1.6 % |
| 2024Q3 | 91 | 0 | 11,613,583 | +0.2 % |
| 2024Q2 | 91 | +7 | 11,585,595 | +5.2 % |
| 2024Q1 | 84 | +2 | 11,017,829 | +8.7 % |
| 2023Q4 | 82 | 10,135,885 |
Institutional managers
120 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| HF Capital, LLC | 12,749,755 | 54.2M $ | as of Mar 31, 2026 |
| Stephens Group, LLC | 8,110,043 | 34.5M $ | as of Mar 31, 2026 |
| Silverleafe Capital Partners, LLC | 4,716,705 | 20M $ | as of Mar 31, 2026 |
| NFC Investments, LLC | 3,529,748 | 15K $ | as of Mar 31, 2026 |
| FMR LLC | 2,797,138 | 11.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,553,675 | 10.9M $ | as of Mar 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | 1,876,688 | 8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 976,439 | 4.2M $ | as of Mar 31, 2026 |
| AGMAN CAPITAL LLC | 838,846 | 3.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 765,505 | 3.3M $ | as of Mar 31, 2026 |
| CastleKnight Management LP | 718,800 | 3.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 308,780 | 1.3M $ | as of Mar 31, 2026 |
| LEE DANNER & BASS INC | 283,000 | 1.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 276,876 | 1.2M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 256,316 | 1.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 256,093 | 1.1M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 248,328 | 1.1M $ | as of Mar 31, 2026 |
| DAVENPORT & Co LLC | 220,900 | 938.8K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 183,048 | 778K $ | as of Mar 31, 2026 |
| Krilogy Financial LLC | 166,237 | 866.1K $ | as of Mar 31, 2026 |
| Horrell Capital Management, Inc. | 161,297 | 685.5K $ | as of Mar 31, 2026 |
| Sovereign's Capital Management, LLC | 156,201 | 664K $ | as of Mar 31, 2026 |
| Piedmont Capital Management, LLC/NC | 151,354 | 643.3K $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 135,308 | 575 $ | as of Mar 31, 2026 |
| UBS Group AG | 116,025 | 493.1K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Westrock Coffee Co". https://titelia.com/en/stocks/westrock-coffee-co-US96145W1036