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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| SMALL-CAP PROFUND ProFunds | 32 | 259.8 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 11 | 89.2 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 10 | 80.3 $ | 0.01 % | 0.00 % | as of May 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 103 | +14 | 10,800,157 | +25.4 % |
| 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| The Stephens Group, LLC and 3 others | 9.00 % | 9,252,632 | as 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