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WHOLE FOODS
WHOLE FOODS. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 708 Institutional holders with a total value of $9,636,139,854.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PIERSHALE FINANCIAL GROUP, INC. 5 0 0.00%
2 Allworth Financial LP 10 0 0.00%
3 Manchester Capital Management LLC 46 1,000 0.00%
4 SEVEN EIGHT CAPITAL, LP 21 1,000 0.00%
5 Summit Financial Wealth Advisors, LLC 50 1,000 0.00%
6 Global X Management CO LLC 16 1,000 0.00%
7 First Personal Financial Services 20 1,000 0.00%
8 HOWE & RUSLING INC 30 1,000 0.00%
9 MOTCO 78 2,000 0.00%
10 AMERICAN ASSET MANAGEMENT INC. 50 2,000 0.00%
11 EXANE DERIVATIVES 78 2,469 0.00%
12 Live Your Vision, LLC 101 3,000 0.00%
13 SONORA INVESTMENT MANAGEMENT, LLC 100 3,000 0.00%
14 RATIONAL ADVISORS, INC. 84 3,000 0.00%
15 MARSHALL & SULLIVAN INC /WA/ 100 3,000 0.00%
16 FORTALEZA ASSET MANAGEMENT INC/ 90 3,000 0.00%
17 ACADIAN ASSET MANAGEMENT LLC 95 3,000 0.00%
18 Lenox Wealth Advisors, LLC 120 4,000 0.00%
19 American Research & Management Co. 120 4,000 0.00%
20 Brandywine Global Investment Management, LLC 103 4,000 0.00%
21 Archford Capital Strategies, LLC 124 4,000 0.00%
22 JNBA Financial Advisors 128 4,000 0.00%
23 Tarbox Family Office, Inc. 116 4,000 0.00%
24 Highlander Capital Management, LLC 150 4,000 0.00%
25 Ruggie Capital Group 135 4,000 0.00%
26 Lowe Wealth Advisors, LLC 146 5,000 0.00%
27 Glassman Wealth Services 150 5,000 0.00%
28 Tradewinds Capital Management, LLC 170 5,000 0.00%
29 Hoxton Financial, Inc. 160 5,000 0.00%
30 Patten Group, Inc. 165 5,222 0.00%
31 DEUTSCHE BANK AG\ 208 6,000 0.00% Call
32 ADVANTAGE INVESTMENT MANAGEMENT, LLC 150 6,000 0.00%
33 ZIONS BANCORPORATION 208 6,000 0.00%
34 1832 Asset Management L.P. 180 6,000 0.00%
35 Bartlett & Co. LLC 200 6,000 0.00%
36 New Harbor Financial Group, LLC 200 6,000 0.00%
37 WEALTHCARE CAPITAL MANAGEMENT LLC 200 6,000 0.00%
38 TD Securities (USA) LLC 205 6,000 0.00%
39 Mitsubishi UFJ Securities Holdings Co., Ltd. 200 6,000 0.00%
40 Oakworth Capital, Inc. 216 7,000 0.00%
41 HIGHLAND CAPITAL MANAGEMENT, LLC 235 7,000 0.00%
42 INTEGRATED WEALTH COUNSEL, LLC 240 8,000 0.00%
43 Lehman Financial Resources, Inc. 300 9,000 0.00%
44 ARROW FINANCIAL CORP 300 9,000 0.00%
45 FineMark National Bank & Trust 285 9,000 0.00%
46 BRAVE ASSET MANAGEMENT INC 311 10,000 0.00%
47 Simplicity Solutions, LLC 324 10,264 0.00%
48 CITY HOLDING CO 360 11,000 0.00%
49 TCI Wealth Advisors, Inc. 360 11,000 0.00%
50 Focused Wealth Management, Inc 346 11,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.