COCO institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

256 institutional managers reported holding COCO for the quarter ended Mar 31, 2026. Together they hold about 83% of shares outstanding; the top 10 hold 47%. 46 opened new positions; 48 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock6.78M11.21%$324.4Madded +84.3%2021 Q4
FMR (Fidelity)4.76M7.86%$227.6Mtrimmed -7.7%2021 Q4
Wasatch Advisors LP3.68M6.08%$175.9Madded +80.3%2023 Q3
Vanguard Group3.59M5.94%$172.0Madded +14.1%2021 Q4
Wellington Management2.33M3.86%$111.7Mtrimmed -4%2024 Q3
State Street1.73M2.86%$82.8Madded +65%2021 Q4
Driehaus Capital Management LLC1.52M2.52%$72.9Madded +50.2%2021 Q4
Ameriprise Financial INC1.44M2.39%$69.1Mtrimmed -16.4%2023 Q1
Geode Capital1.30M2.14%$62.0Madded +13.1%2021 Q4
Marshall Wace1.25M2.07%$60.0Madded +132.2%2025 Q2
D. E. Shaw1.21M2.01%$58.1Mtrimmed -7.3%2022 Q3
Westfield Capital Management CO LP1.15M1.91%$55.1Madded +7.3%2025 Q3
Artisan Partners1.08M1.79%$51.8Mtrimmed -26.5%2024 Q2
Dimensional Fund Advisors1.07M1.77%$51.4Madded +6.1%2022 Q4
Loomis Sayles & CO L P1.07M1.77%$51.3Mtrimmed -7.7%2023 Q2
T. Rowe Price598.0k0.99%$28.6Mtrimmed -47.9%2024 Q1
Lord, Abbett & CO. LLC555.1k0.92%$26.6Madded +158.7%2022 Q1
Goldman Sachs542.0k0.90%$25.9Mtrimmed -1.1%2022 Q3
Gw&k Investment Management, LLC537.2k0.89%$25.7Mtrimmed -2.1%2023 Q4
Woodline Partners LP488.9k0.81%$23.4Madded +104.4%2025 Q2
Northern Trust472.4k0.78%$22.6Madded +9.6%2021 Q4
Two Sigma452.2k0.75%$21.6Madded +3.7%2023 Q2
Morgan Stanley445.9k0.74%$21.3Mtrimmed -23.8%2021 Q4
Woodson Capital Management, LP (focused)440.0k0.73%$21.1Mtrimmed -21.4%2024 Q3
Principal Financial Group INC406.7k0.67%$19.5Madded +146.7%2023 Q1
Bank OF America CORP /DE/401.5k0.66%$19.2Madded +47.2%2021 Q4
Stansberry Asset Management, LLC397.2k0.66%$19.0Mtrimmed -0.6%2022 Q2
UBS388.9k0.64%$18.6Munchanged2021 Q4
Charles Schwab Investment Management385.0k0.64%$18.4Madded +2.3%2021 Q4
First Trust Advisors LP357.9k0.59%$17.1Madded +39.2%2023 Q2
Jacobs Levy Equity Management, INC355.3k0.59%$17.0Mtrimmed -4.9%2025 Q2
Nuveen349.5k0.58%$16.7Madded +2.6%2021 Q4
NEW York State Common Retirement Fund308.1k0.51%$14.7Mtrimmed -24.1%2022 Q1
Aberdeen Group plc298.2k0.49%$14.3Mtrimmed -29.9%2023 Q4
Franklin Resources254.8k0.42%$12.2Mtrimmed -17.1%2023 Q2
BNY Mellon253.4k0.42%$12.1Madded +73.9%2021 Q4
Trexquant Investment LP246.7k0.41%$11.8Madded +135.8%2023 Q1
Algert Global LLC218.9k0.36%$10.5Mtrimmed -34.6%2025 Q1
JW Asset Management, LLC (focused)218.6k0.36%$10.5Munchanged2023 Q3
Summit Creek Advisors LLC217.1k0.36%$10.4Mtrimmed -12.4%2024 Q1
Raymond James Financial INC204.8k0.34%$9.8Mtrimmed -4%2023 Q3
Russell Investments Group, LTD.200.0k0.33%$9.6Mtrimmed -7.3%2023 Q1
Citadel Advisors188.9k0.31%$9.0Madded +18.4%2022 Q4
Gilder Gagnon Howe & CO LLC181.9k0.30%$8.7Mtrimmed -3.8%2023 Q1
SEI Investments CO163.1k0.27%$7.8Madded +118.6%2022 Q3
Millennium Management157.2k0.26%$7.5Mtrimmed -75.7%2022 Q4
Public Sector Pension Investment Board157.0k0.26%$7.5Mopened2026 Q1
Oberweis Asset Management INC/156.1k0.26%$7.5Mtrimmed -33.1%2023 Q4
Segall Bryant & Hamill, LLC150.0k0.25%$7.2Mtrimmed -3.2%2024 Q4
Ranger Investment Management, L.p.142.3k0.23%$6.8Munchanged2024 Q2

Largest 50 of 256 shown; the full ranked, searchable register is at boothcheck.com/holders/COCO. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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