Who owns CORO
Which tracked institutional funds hold CORO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CORO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CORO is one-sided between 2026-Q1 and 2026-Q2: 269 added or opened and 23 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CORO’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 1.3% of theirs — a 0.9pp gap the other way — the median holder sizes CORO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CORO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 394 tracked filers holding CORO, 371 increased or opened the position and 40 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CORO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 116
- LPL Financial LLC$472M
- MORGAN STANLEY$199M
- Cetera Investment Advisers$108M
- Advocacy Wealth Management, LLC$69M
- JB Capital LLC$63M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$44M
Full exits 16
- CWM, LLC$521M
- Thrivent Financial for Lutherans$57M
- Integrated Wealth Concepts LLC$28M
- U.S. Capital Wealth Advisors, LLC$8M
- SIGNET FINANCIAL MANAGEMENT, LLC$5M
- Cambridge Investment Research Advisors, Inc.$3M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$1.8B
- JPMORGAN CHASE & CO$173M
- Envestnet Portfolio Solutions, Inc.$153M
- MML INVESTORS SERVICES, LLC$139M
- Bank of New York Mellon Corp$86M
- Arax Advisory Partners$79M
Largest trims
- Scarborough Advisors, LLC$28M
- Claro Advisors Inc.$2M
- Patriot Financial Group Insurance Agency, LLC$990K
- EP Wealth Advisors, LLC$686K
- JANE STREET GROUP, LLC$543K
- Integrated Advisors Network LLC$513K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 50,080,513 | $1.8B | 25.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 17,966,600 | $654M | 9.0% | 2026-Q2 |
| LPL Financial LLC new | 12,884,432 | $472M | 6.5% | 2026-Q2 |
| Merit Financial Group, LLC added | 5,742,774 | $210M | 2.9% | 2026-Q2 |
| MORGAN STANLEY new | 5,446,981 | $199M | 2.7% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 4,199,757 | $154M | 2.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 4,167,088 | $153M | 2.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,856,635 | $141M | 1.9% | 2026-Q2 |
| SOFI WEALTH, LLC added | 3,481,503 | $127M | 1.8% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 3,464,938 | $127M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers new | 2,947,493 | $108M | 1.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 2,809,906 | $103M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,789,325 | $102M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,694,037 | $99M | 1.4% | 2026-Q2 |
| Arax Advisory Partners added | 2,633,020 | $96M | 1.3% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 2,402,506 | $88M | 1.2% | 2026-Q2 |
| AE Wealth Management LLC added | 2,346,094 | $86M | 1.2% | 2026-Q2 |
| Goldstein Advisors, LLC added | 1,975,843 | $72M | 1.0% | 2026-Q2 |
| Advocacy Wealth Management, LLC new | 1,889,296 | $69M | 1.0% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 1,902,690 | $68M | 0.9% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 1,806,369 | $66M | 0.9% | 2026-Q2 |
| JB Capital LLC new | 1,733,667 | $63M | 0.9% | 2026-Q2 |
| BlackRock, Inc. added | 1,505,778 | $55M | 0.8% | 2026-Q2 |
| West Wealth Group, LLC added | 1,421,104 | $52M | 0.7% | 2026-Q2 |
| Ascent Group, LLC added | 1,387,552 | $51M | 0.7% | 2026-Q2 |
| Cerity Partners LLC added | 1,289,022 | $47M | 0.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 1,206,181 | $44M | 0.6% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 1,076,072 | $39M | 0.5% | 2026-Q2 |
| MA Private Wealth added | 1,070,099 | $39M | 0.5% | 2026-Q2 |
| Vise Technologies, Inc. new | 1,026,540 | $38M | 0.5% | 2026-Q2 |
| MCMORGAN & CO LLC added | 1,006,205 | $37M | 0.5% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 985,631 | $36M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 962,909 | $35M | 0.5% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 945,130 | $35M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 912,834 | $33M | 0.5% | 2026-Q2 |
| Kelly Financial Services LLC added | 906,269 | $33M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 875,862 | $32M | 0.4% | 2026-Q2 |
| Detalus Advisors, LLC added | 865,014 | $32M | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 818,831 | $30M | 0.4% | 2026-Q2 |
| Embree Financial Group added | 765,192 | $28M | 0.4% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 762,762 | $28M | 0.4% | 2026-Q2 |
| Midwest Capital Advisors, LLC added | 745,014 | $27M | 0.4% | 2026-Q2 |
| Plancorp, LLC new | 705,853 | $25M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 665,387 | $24M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors added | 664,200 | $24M | 0.3% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 644,329 | $23M | 0.3% | 2026-Q2 |
| ONE Advisory Partners, LLC added | 628,639 | $23M | 0.3% | 2026-Q2 |
| EQ LLC new | 613,786 | $22M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 595,527 | $22M | 0.3% | 2026-Q2 |
| Icon Wealth Advisors, LLC added | 564,102 | $21M | 0.3% | 2026-Q2 |
| Sharkey, Howes & Javer added | 534,519 | $20M | 0.3% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 510,139 | $19M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 496,040 | $18M | 0.3% | 2026-Q2 |
| TSA Wealth Managment LLC added | 495,071 | $18M | 0.2% | 2026-Q2 |
| Stonebrook Private Inc. added | 491,985 | $18M | 0.2% | 2026-Q2 |
| Beacon Capital Management, LLC added | 483,900 | $18M | 0.2% | 2026-Q2 |
| Able Wealth Management LLC added | 464,579 | $17M | 0.2% | 2026-Q2 |
| Weil Company, Inc. added | 464,095 | $17M | 0.2% | 2026-Q2 |
| Ancora Advisors LLC added | 462,447 | $17M | 0.2% | 2026-Q2 |
| Archer Investment Management, LLC added | 456,465 | $17M | 0.2% | 2026-Q2 |
| Landing Point Financial Group, LLC added | 452,235 | $17M | 0.2% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 443,776 | $16M | 0.2% | 2026-Q2 |
| &PARTNERS new | 434,646 | $16M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 433,252 | $16M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 421,483 | $15M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 407,504 | $15M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 381,932 | $14M | 0.2% | 2026-Q2 |
| Avid Wealth Partners LLC new | 380,176 | $14M | 0.2% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 376,017 | $14M | 0.2% | 2026-Q2 |
| Town Capital LLC added | 371,085 | $14M | 0.2% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 368,231 | $13M | 0.2% | 2026-Q2 |
| Marks Group Wealth Management, Inc new | 354,960 | $13M | 0.2% | 2026-Q2 |
| Stone House Investment Management, LLC new | 353,362 | $13M | 0.2% | 2026-Q2 |
| A4 Wealth Advisors LLC added | 352,577 | $13M | 0.2% | 2026-Q2 |
| Patton Albertson Miller Group, LLC new | 349,803 | $13M | 0.2% | 2026-Q2 |
| Frisch Financial Group, Inc. added | 343,250 | $13M | 0.2% | 2026-Q2 |
| BCGM Wealth Management, LLC added | 337,387 | $12M | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 333,133 | $12M | 0.2% | 2026-Q2 |
| Skyline Advisors, Inc. added | 324,665 | $12M | 0.2% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC added | 318,708 | $12M | 0.2% | 2026-Q2 |
| Trek Financial, LLC new | 305,117 | $11M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 304,116 | $11M | 0.2% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 302,719 | $11M | 0.2% | 2026-Q2 |
| Daviman Financial, LLC added | 295,242 | $11M | 0.1% | 2026-Q2 |
| PAX Financial Group, LLC new | 288,757 | $11M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 289,383 | $10M | 0.1% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP added | 283,542 | $10M | 0.1% | 2026-Q2 |
| Scissortail Wealth Management, LLC added | 276,840 | $10M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 276,290 | $10M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 274,833 | $10M | 0.1% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. new | 272,894 | $10M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 270,176 | $10M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 264,120 | $10M | 0.1% | 2026-Q2 |
| Apeiron RIA LLC added | 262,200 | $10M | 0.1% | 2026-Q2 |
| Spectrum Planning & Advisory Services Inc. added | 253,825 | $9M | 0.1% | 2026-Q2 |
| SWMG, LLC new | 248,754 | $9M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 250,654 | $9M | 0.1% | 2026-Q2 |
| CWM, LLC new | 16,208,136 | $521M | 7.2% | 2026-Q1 stale |
| Thrivent Financial for Lutherans new | 1,780,986 | $57M | 0.8% | 2026-Q1 stale |
| Integrated Wealth Concepts LLC new | 859,155 | $28M | 0.4% | 2026-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.