FIVE — Five Below Inc Institutional Holders · Q3 2026
Who owns Five Below Inc (FIVE)? 20 institutions reported holding $8.16M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Monument Capital Management ($2.6M), Gradient Investments LLC ($2.0M), GAMMA Investing LLC ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Monument Capital Management | $2.6M | 11,755 | New |
| 2 | Gradient Investments LLC | $2.0M | 9,069 | Trimmed |
| 3 | GAMMA Investing LLC | $1.6M | 7,146 | Added |
| 4 | Versant Capital Management, Inc | $808,018 | 3,680 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $461,788 | 2,103 | Added |
| 6 | RIVERSEDGE ADVISORS, LLC | $308,496 | 1,405 | New |
| 7 | Overbrook Management Corp | $219,570 | 1,000 | New |
| 8 | CX Institutional | $112,000 | 512 | New |
| 9 | CoreCap Advisors, LLC | $43,914 | 200 | Added |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $32,716 | 149 | Trimmed |
| 11 | MassMutual Private Wealth & Trust, FSB | $14,492 | 66 | Added |
| 12 | GoalVest Advisory LLC | $6,587 | 30 | New |
| 13 | MJT & Associates Financial Advisory Group, Inc. | $4,611 | 21 | Hold |
| 14 | EASTERN BANK | $4,391 | 20 | Hold |
| 15 | Retirement Wealth Solutions LLC | $1,318 | 6 | Added |
| 16 | Marquette Asset Management, LLC | $659 | 3 | Hold |
| 17 | MRA Advisory Group | $0 | 0 | Exited |
| 18 | Byrne Asset Management LLC | $0 | 0 | Exited |
| 19 | Hickory Point Bank & Trust | $0 | 0 | Exited |
| 20 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30