22 institutions reported holding $8.1M of Five Below Inc (FIVE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($2.3M), Baron Wealth Management LLC ($1.7M), GAMMA Investing LLC ($1.0M), Somerset Trust Co ($688,416), Versant Capital Management, Inc ($668,639). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gradient Investments LLC | $2.3M | 12,535 | Trimmed |
| 2 | Baron Wealth Management LLC | $1.7M | 9,702 | Trimmed |
| 3 | GAMMA Investing LLC | $1.0M | 5,648 | Added |
| 4 | Somerset Trust Co | $688,416 | 3,829 | Added |
| 5 | Versant Capital Management, Inc | $668,639 | 3,719 | Trimmed |
| 6 | TRUST POINT INC. | $661,812 | 3,681 | Trimmed |
| 7 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $361,513 | 2,011 | Added |
| 8 | MRA Advisory Group | $301,867 | 1,679 | New |
| 9 | Arlington Trust Co LLC | $189,499 | 1,054 | Added |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $94,570 | 526 | Hold |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $34,520 | 192 | Added |
| 12 | CoreCap Advisors, LLC | $22,474 | 125 | Trimmed |
| 13 | Hilltop National Bank | $17,619 | 98 | Hold |
| 14 | MassMutual Private Wealth & Trust, FSB | $10,608 | 59 | Trimmed |
| 15 | Byrne Asset Management LLC | $4,854 | 27 | New |
| 16 | Cedar Mountain Advisors, LLC | $4,675 | 26 | Hold |
| 17 | MJT & Associates Financial Advisory Group, Inc. | $3,776 | 21 | Added |
| 18 | EASTERN BANK | $3,596 | 20 | Hold |
| 19 | Retirement Wealth Solutions LLC | $899 | 5 | New |
| 20 | Beaird Harris Wealth Management, LLC | $182 | 1 | Hold |
| 21 | CX Institutional | $0 | 0 | Exited |
| 22 | Meadowbrook Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30