HEALTHY CHOICE WELLNESS CORP. - HCWC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 187,976 | 46 | 0.0% | 0.0% | 1 | +114,371 | 155.38% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 91,961 | 23 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 91,961 | 22 | 0.0% | — | 3 | +91,961 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 87,143 | 21 | 0.0% | — | 4 | +87,118 | 348472.0% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 46,004 | 11 | 0.0% | 0.0% | 5 | -2,200 | -4.56% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 43,300 | 10 | 0.0% | 0.0% | 6 | +28,200 | 186.75% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 12,287 | 3 | 0.0% | 0.0% | 7 | -53,948 | -81.45% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 15,003 | 3 | 0.0% | — | 8 | +15,003 | New | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | New | 11,371 | 2 | 0.0% | — | 10 | +11,371 | New | Q1 2026 | May 11, 2026 |
| FineMark National Bank & Trust | History | No change | 11,371 | 2 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,960 | 1 | 0.0% | 0.0% | 11 | -17 | -0.34% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86,966 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -61,210 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,403 | -100.0% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | New | 133 | 0 | — | — | — | +133 | New | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -130 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -107 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 94 | 0 | — | — | — | +94 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7 | 0 | — | — | — | -42 | -85.71% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 55 | 0 | — | — | — | +37 | 205.56% | Q1 2026 | Apr 07, 2026 |
| Hickory Point Bank & Trust | History | New | 37 | 0 | — | — | — | +37 | New | Q1 2026 | Apr 03, 2026 |
| FMR LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17 | 0 | — | — | — | -3 | -15.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 204 | 0 | — | — | — | +1 | 0.49% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | No change | 169 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Truvestments Capital LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |