Titelia

Fund shareholders of Westrock Coffee Co

ISIN US96145W1036 · United States

Fund shareholders
103
Of which ETFs
15 88 other funds
Value held
87.5M $
Share of capital
11.1 % of 97.6M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VIP Mid Cap Portfolio Variable Insurance Products Fund III 3,241,54226.3M $0.28 %3.32 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,683,20013.7M $0.00 %1.72 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 966,3877.8M $0.01 %0.99 %as of Jun 30, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 795,7346.5M $0.28 %0.82 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 443,6893.6M $0.00 %0.45 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 407,1043.3M $0.01 %0.42 %as of Jul 31, 2026 ↗
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 401,0303.2M $0.03 %0.41 %as of May 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 332,3512.7M $0.02 %0.34 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 249,8552M $0.00 %0.26 %as of Jun 30, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 198,4021.6M $0.44 %0.20 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 197,0731.6M $0.00 %0.20 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 189,8101.5M $0.01 %0.19 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 178,9101.4M $0.01 %0.18 %as of May 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 130,5521M $0.33 %0.13 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 91,145740.1K $0.01 %0.09 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 77,439628K $0.06 %0.08 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 76,365613.2K $0.00 %0.08 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 73,072592.6K $0.01 %0.07 %as of Jun 30, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 69,114561.2K $0.64 %0.07 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 68,321548.6K $0.00 %0.07 %as of May 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 65,803528.4K $0.07 %0.07 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 56,018449.8K $0.00 %0.06 %as of May 31, 2026 ↗
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 46,700378.7K $1.25 %0.05 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 45,145366.6K $0.01 %0.05 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 40,441328K $0.01 %0.04 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 39,100317.1K $0.03 %0.04 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 35,381287.3K $0.00 %0.04 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 34,954280.7K $0.02 %0.04 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 33,098268.4K $0.02 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 31,459252.6K $0.01 %0.03 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 28,981235K $0.00 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 26,832217.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 25,000203K $0.00 %0.03 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 24,907202K $0.00 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,700200.3K $0.01 %0.03 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 22,000176.7K $0.00 %0.02 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,093171.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 19,348156.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 18,140147.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 17,869145.1K $0.01 %0.02 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 17,120138.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 16,792136.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 16,409133.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 14,656117.7K $0.01 %0.02 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 14,189115.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 14,100114.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 12,987105.3K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 10,10181.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 9,33075.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,03465.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,97264.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,90063.4K $0.00 %0.01 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 7,34659.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,15658K $0.00 %0.01 %as of Jun 30, 2026 ↗
Corgi Coffee & Energy Drinks ETF Corgi ETF Trust I 6,61653.7K $3.33 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,04149.1K $0.01 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,90247.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,83747.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 5,67546K $0.00 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,66045.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,52544.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 5,33043.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,12141.5K $0.01 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 4,39635.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,31635K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,59729.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,37227.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,32026.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 3,04724.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,97024.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 2,83623K $0.00 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,70421.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,68021.5K $0.00 %0.00 %as of May 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,66821.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,38319.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,73513.9K $0.01 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,59612.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,49712.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,37111K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,35710.9K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,24910.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,24910K $0.00 %0.00 %as of May 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 1,1779.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,1309.1K $0.00 %0.00 %as of May 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,1008.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 8767.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 8627K $0.00 %0.00 %as of Jun 30, 2026 ↗
Gotham Neutral Fund FundVantage Trust 5154.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 4833.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 4413.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 3112.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2562.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 2021.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 1541.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 101819.1 $0.01 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 93754.2 $0.00 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 57462.8 $0.00 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 56454.2 $0.01 %0.00 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 50406 $0.00 %as of Jul 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 34273 $0.00 %0.00 %as of May 31, 2026 ↗

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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.

FundWeight in fund
Corgi Coffee & Energy Drinks ETF Corgi ETF Trust I 3.33 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust 1.25 %as of Jun 30, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 0.64 %as of Jul 31, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 0.44 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 0.33 %as of May 31, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 0.28 %as of Jun 30, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 0.28 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 0.07 %as of May 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 0.06 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 0.03 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3103+1410,800,157+25.4 %
2026Q289+38,609,663+3.8 %
2026Q186-78,291,342-0.3 %
2025Q493+28,320,303-24.1 %
2025Q391-310,966,126-16.1 %
2025Q294+613,068,836+2.9 %
2025Q188-412,700,779+7.7 %
2024Q492+111,794,405+1.6 %
2024Q391011,613,583+0.2 %
2024Q291+711,585,595+5.2 %
2024Q184+211,017,829+8.7 %
2023Q48210,135,885

Institutional managers

120 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
HF Capital, LLC12,749,75554.2M $as of Mar 31, 2026
Stephens Group, LLC8,110,04334.5M $as of Mar 31, 2026
Silverleafe Capital Partners, LLC4,716,70520M $as of Mar 31, 2026
NFC Investments, LLC3,529,74815K $as of Mar 31, 2026
FMR LLC2,797,13811.9M $as of Mar 31, 2026
BlackRock, Inc.2,553,67510.9M $as of Mar 31, 2026
BROWN BROTHERS HARRIMAN & CO1,876,6888M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC976,4394.2M $as of Mar 31, 2026
AGMAN CAPITAL LLC838,8463.6M $as of Mar 31, 2026
STATE STREET CORP765,5053.3M $as of Mar 31, 2026
CastleKnight Management LP718,8003.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC308,7801.3M $as of Mar 31, 2026
LEE DANNER & BASS INC283,0001.2M $as of Mar 31, 2026
NORTHERN TRUST CORP276,8761.2M $as of Mar 31, 2026
Nuveen, LLC256,3161.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC256,0931.1M $as of Mar 31, 2026
STEPHENS INC /AR/248,3281.1M $as of Mar 31, 2026
DAVENPORT & Co LLC220,900938.8K $as of Mar 31, 2026
CITADEL ADVISORS LLC183,048778K $as of Mar 31, 2026
Krilogy Financial LLC166,237866.1K $as of Mar 31, 2026
Horrell Capital Management, Inc.161,297685.5K $as of Mar 31, 2026
Sovereign's Capital Management, LLC156,201664K $as of Mar 31, 2026
Piedmont Capital Management, LLC/NC151,354643.3K $as of Mar 31, 2026
HRT FINANCIAL LP135,308575 $as of Mar 31, 2026
UBS Group AG116,025493.1K $as of Mar 31, 2026

Declared shareholders of Westrock Coffee Co

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
The Stephens Group, LLC and 3 others9.00 %9,252,632as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Westrock Coffee Co". https://titelia.com/en/stocks/westrock-coffee-co-US96145W1036