Maverick Merger Sub 2, LLC
COOPDelisted Oct 1, 2025- Industry
- Finance Services
- SEC CIK
- 0000933136
Maverick Merger Sub 2, LLC was delisted on Oct 1, 2025; its insiders filed their last Form 4 on Oct 3, 2025; 423 institutions reported holding it in 13F filings for Q3 2025, worth $12.4B in total; 3 superinvestors held it, including Third Point and ValueAct Capital.
13F holders, Q2 2025
Institutional positions in Maverick Merger Sub 2, LLC as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 417
- +31 vs. Q1 2025
- Shares held
- 60.3M
- +994.9K (+1.7%) vs. Q1 2025
- Total value
- $9.01B
- +$1.91B (+26.9%) vs. Q1 2025
- New holders
- 110
- 116 more added
- Sold out
- 79
- 143 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COOP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2 | $19.2M |
| Q1 2026 | 2 | $17.3M |
| Q4 2025 | 3 | $13.8M |
| Q3 2025 | 423 | $12.4B |
| Q2 2025 | 417 | $9.01B |
| Q1 2025 | 391 | $7.16B |
| Q4 2024 | 357 | $5.65B |
| Q3 2024 | 344 | $5.21B |
| Q2 2024 | 338 | $4.69B |
| Q1 2024 | 316 | $4.47B |
| Q4 2023 | 312 | $3.79B |
| Q3 2023 | 288 | $3.11B |
| Q2 2023 | 255 | $2.93B |
| Q1 2023 | 250 | $2.50B |
| Q4 2022 | 257 | $2.52B |
| Q3 2022 | 251 | $2.57B |
| Q2 2022 | 240 | $2.43B |
| Q1 2022 | 277 | $2.94B |
| Q4 2021 | 265 | $2.56B |
| Q3 2021 | 234 | $2.64B |
| Q2 2021 | 234 | $2.60B |
| Q1 2021 | 238 | $2.52B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Maverick Merger Sub 2, LLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 1,689 | $252.0K | 0.07% | −52−3.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,686 | $251.6K | 0.00% | −66−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,668 | $248.9K | 0.01% | +82+5.2% | Added |
| Guardian Wealth Advisors, LLC | 1,659 | $247.5K | 0.02% | −68−3.9% | Reduced |
| Pensionmark Financial Group, LLC | 1,658 | $247.4K | 0.01% | +1,658 | New |
| FLP Wealth Management, LLC | 1,650 | $246.2K | 0.69% | −34−2.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,385 | $245.6K | 0.12% | −1,490−51.8% | Reduced |
| Swiss Life Asset Management Ltd | 1,642 | $245.0K | 0.00% | +1,642 | New |
| M&T Bank Corp | 1,633 | $243.2K | 0.00% | +1,633 | New |
| Vestcor Inc | 1,628 | $243.0K | 0.01% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,606 | $239.6K | 0.02% | +1,606 | New |
| Smartleaf Asset Management LLC | 1,570 | $234.3K | 0.02% | +355+29.2% | Added |
| Captrust Financial Advisors | 1,556 | $232.2K | 0.00% | +1,556 | New |
| Signaturefd, LLC | 1,550 | $231.3K | 0.00% | −15−1.0% | Reduced |
| Insigneo Advisory Services, LLC | 1,540 | $229.8K | 0.02% | +1,540 | New |
| Susquehanna Fundamental Investments, LLC | 1,500 | $223.8K | 0.01% | −13,900−90.3% | Reduced |
| Clear Street Markets LLC | 1,500 | $223.8K | 0.08% | +1,500 | New |
| Wittenberg Investment Management, Inc. | 1,500 | $223.8K | 0.10% | +1,500 | New |
| Archer Investment Corp | 1,495 | $223.1K | 0.05% | +70+4.9% | Added |
| Arete Wealth Advisors, LLC | 1,489 | $222.0K | 0.02% | −840−36.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,475 | $220.1K | 0.00% | +1,475 | New |
| Atomi Financial Group, Inc. | 1,438 | $214.6K | 0.01% | +1,438 | New |
| Fidelis Capital Partners, LLC | 1,116 | $212.9K | 0.02% | +1,116 | New |
| Anchor Capital Advisors LLC | 1,425 | $212.6K | 0.01% | +1,425 | New |
| PEAK6 LLC | 1,398 | $208.6K | 0.01% | +1,398 | New |
| Macquarie Group Ltd | 1,398 | $208.6K | 0.00% | +1,398 | New |
| FORA Capital, LLC | 1,397 | $208.4K | 0.02% | +1,397 | New |
| OP Asset Management Ltd | 1,327 | $198.0K | 0.00% | +1,327 | New |
| Principal Securities, Inc. | 1,195 | $178.3K | 0.00% | +846+242.4% | Added |
| Farther Finance Advisors, LLC | 1,158 | $172.8K | 0.00% | +24+2.1% | Added |
| Jones Financial Companies LLLP | 1,105 | $164.9K | 0.00% | +91+9.0% | Added |
| Vestor Capital, LLC | 1,000 | $161.0K | 0.02% | −245−19.7% | Reduced |
| MetLife Investment Management | 1,045 | $155.9K | 0.00% | −35,516−97.1% | Reduced |
| USA Financial Portformulas Corp | 883 | $131.8K | 0.02% | +421+91.1% | Added |
| Covestor Ltd | 862 | $129.0K | 0.08% | +718+498.6% | Added |
| Walleye Trading LLC | 838 | $125.0K | 0.00% | +43+5.4% | Added |
| CWM, LLC | 818 | $122.0K | 0.00% | +37+4.7% | Added |
| Parkside Financial Bank & Trust | 688 | $102.7K | 0.01% | +302+78.2% | Added |
| Harbor Capital Advisors, Inc. | 647 | $97.0K | 0.00% | +22+3.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 609 | $91.0K | 0.00% | +609 | New |
| Ronald Blue Trust, Inc. | 575 | $85.8K | 0.00% | −284−33.1% | Reduced |
| Danske Bank A/S | 570 | $85.0K | 0.00% | −19,056−97.1% | Reduced |
| Harvest Fund Management Co., Ltd | 525 | $78.0K | 0.00% | −970−64.9% | Reduced |
| Longfellow Investment Management Co LLC | 515 | $76.8K | 0.02% | +515 | New |
| Salem Investment Counselors Inc | 500 | $74.6K | 0.00% | −500−50.0% | Reduced |
| Asset Planning,Inc | 500 | $74.6K | 0.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 490 | $73.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 461 | $68.8K | 0.00% | +19+4.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 299 | $57.3K | 0.02% | +299 | New |
| First Horizon Advisors, Inc. | 381 | $56.8K | 0.00% | +164+75.6% | Added |
| Global Retirement Partners, LLC | 380 | $56.7K | 0.00% | +380 | New |
| Financial Management Professionals, Inc. | 329 | $49.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 310 | $46.3K | 0.03% | −8,808−96.6% | Reduced |
| Versant Capital Management, Inc | 291 | $43.4K | 0.01% | +153+110.9% | Added |
| Bartlett & Co. Wealth Management LLC | 275 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 277 | $41.0K | 0.00% | +119+75.3% | Added |
| Brown Brothers Harriman & Co | 265 | $39.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 265 | $39.5K | 0.00% | +168+173.2% | Added |
| MAI Capital Management | 221 | $33.0K | 0.00% | +221 | New |
| Federated Hermes, Inc. | 196 | $29.2K | 0.00% | −12,209−98.4% | Reduced |
| Quest Partners LLC | 188 | $28.1K | 0.00% | +88+88.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 186 | $27.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 170 | $25.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 169 | $25.2K | 0.00% | +169 | New |
| Fifth Third Bancorp | 164 | $24.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 152 | $22.7K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 148 | $22.1K | 0.00% | −3,524−96.0% | Reduced |
| Smithfield Trust Co | 150 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 147 | $21.9K | 0.01% | −2−1.3% | Reduced |
| Westside Investment Management, Inc. | 130 | $19.8K | 0.00% | +130 | New |
| Contravisory Investment Management, Inc. | 110 | $16.4K | 0.00% | +110 | New |
| Rise Advisors, LLC | 109 | $16.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 98 | $14.6K | 0.00% | +1+1.0% | Added |
| Clearstead Advisors, LLC | 81 | $12.1K | 0.00% | +81 | New |
| Bare Financial Services, Inc | 70 | $10.4K | 0.00% | +44+169.2% | Added |
| Northwestern Mutual Wealth Management Co | 60 | $8.95K | 0.00% | +59+5,900.0% | Added |
| Manchester Capital Management LLC | 53 | $7.91K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $7.46K | 0.00% | +8+19.0% | Added |
| High Note Wealth, LLC | 44 | $6.57K | 0.00% | −4−8.3% | Reduced |
| Park Square Financial Group, LLC | 41 | $6.12K | 0.00% | +41 | New |
| National Bank of Canada | 39 | $5.78K | 0.00% | −779−95.2% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $5.67K | 0.00% | −3−7.3% | Reduced |
| Beacon Capital Management, LLC | 35 | $5.22K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 32 | $4.78K | 0.00% | +32 | New |
| Cherry Tree Wealth Management, LLC | 29 | $4.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $3.43K | 0.00% | +14+155.6% | Added |
| Riggs Asset Managment Co. Inc. | 21 | $3.13K | 0.00% | +21 | New |
| Quaker Wealth Management, LLC | 20 | $2.98K | 0.00% | +20 | New |
| SBI Securities Co., Ltd. | 16 | $2.39K | 0.00% | −14−46.7% | Reduced |
| Bryn Mawr Trust Co | 15 | $2.24K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14 | $2.09K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $1.79K | 0.00% | −151−100.0% | Reduced |
| UMA Financial Services, Inc. | 11 | $1.64K | 0.00% | +4+57.1% | Added |
| Cromwell Holdings LLC | 11 | $1.64K | 0.00% | +11 | New |
| Private Trust Co NA | 10 | $1.49K | 0.00% | −4−28.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $1.34K | 0.00% | −110−92.4% | Reduced |
| Bell Investment Advisors, Inc | 9 | $1.34K | 0.00% | +4+80.0% | Added |
| Geneos Wealth Management Inc. | 8 | $1.19K | 0.00% | +8 | New |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |