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Institutional Ownership · SEC Form 13F

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.

394
Institutional holders
199M
Shares held (tracked funds)

How tracked funds are positioned

Tracked funds moved mostly one way on CORO between 2026-Q1 and 2026-Q2: 362 added shares or opened and 26 sold shares or exited — on balance adding.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 23 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

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, 362 increased or opened the position and 26 reduced or closed it, by share count adjusted for splits; 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.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 23 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 187

  • 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 5

  • Integrated Wealth Concepts LLC$28M
  • Private Advisor Group, LLC$2M
  • Mosaic Advisors LLC$838K
  • Pacific Excel Wealth Advisors, Inc.$776K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$373K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$1.8B
  • Envestnet Portfolio Solutions, Inc.$153M
  • MML INVESTORS SERVICES, LLC$139M
  • JPMORGAN CHASE & CO$92M
  • Bank of New York Mellon Corp$84M
  • Arax Advisory Partners$76M

Largest trims

  • Scarborough Advisors, LLC$32M
  • Claro Advisors Inc.$4M
  • Stokes Family Office, LLC$2M
  • Patriot Financial Group Insurance Agency, LLC$1M
  • Integrated Advisors Network LLC$1M
  • Lansing Street Advisors$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added50,080,513$1.8B27.4%2026-Q2
JPMORGAN CHASE & CO added17,966,600$654M9.8%2026-Q2
LPL Financial LLC new12,884,432$472M7.1%2026-Q2
Merit Financial Group, LLC added5,742,774$210M3.1%2026-Q2
MORGAN STANLEY new5,446,981$199M3.0%2026-Q2
Envestnet Portfolio Solutions, Inc. added4,199,757$154M2.3%2026-Q2
OneDigital Investment Advisors LLC added4,167,088$153M2.3%2026-Q2
MML INVESTORS SERVICES, LLC added3,856,635$141M2.1%2026-Q2
SOFI WEALTH, LLC added3,481,503$127M1.9%2026-Q2
Foundations Investment Advisors, LLC added3,464,938$127M1.9%2026-Q2
Cetera Investment Advisers new2,947,493$108M1.6%2026-Q2
Sanctuary Advisors, LLC added2,809,906$103M1.5%2026-Q2
Bank of New York Mellon Corp added2,789,325$102M1.5%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added2,694,037$99M1.5%2026-Q2
Arax Advisory Partners added2,633,020$96M1.4%2026-Q2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added2,402,506$88M1.3%2026-Q2
AE Wealth Management LLC added2,346,094$86M1.3%2026-Q2
Goldstein Advisors, LLC added1,975,843$72M1.1%2026-Q2
Triad Wealth Partners, LLC added1,902,690$68M1.0%2026-Q2
Advocacy Wealth Management, LLC new1,889,296$69M1.0%2026-Q2
CreativeOne Wealth, LLC added1,806,369$66M1.0%2026-Q2
JB Capital LLC new1,733,667$63M1.0%2026-Q2
BlackRock, Inc. added1,505,778$55M0.8%2026-Q2
West Wealth Group, LLC added1,421,104$52M0.8%2026-Q2
Ascent Group, LLC added1,387,552$51M0.8%2026-Q2
Cerity Partners LLC added1,289,022$47M0.7%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC new1,206,181$44M0.7%2026-Q2
Pettinga Financial Advisors LLC added1,076,072$39M0.6%2026-Q2
MA Private Wealth added1,070,099$39M0.6%2026-Q2
Vise Technologies, Inc. new1,026,540$38M0.6%2026-Q2
MCMORGAN & CO LLC added1,006,205$37M0.6%2026-Q2
Vestmark Advisory Solutions, Inc. new985,631$36M0.5%2026-Q2
STIFEL FINANCIAL CORP new962,909$35M0.5%2026-Q2
Security Financial Services, INC. trimmed945,130$35M0.5%2026-Q2
NewEdge Advisors, LLC added912,834$33M0.5%2026-Q2
Kelly Financial Services LLC added906,269$33M0.5%2026-Q2
ROYAL BANK OF CANADA new875,862$32M0.5%2026-Q2
Detalus Advisors, LLC added865,014$32M0.5%2026-Q2
Atria Investments, Inc added818,831$30M0.4%2026-Q2
Embree Financial Group added765,192$28M0.4%2026-Q2
Horst & Graben Wealth Management LLC added762,762$28M0.4%2026-Q2
Midwest Capital Advisors, LLC added745,014$27M0.4%2026-Q2
Plancorp, LLC new705,853$25M0.4%2026-Q2
Perigon Wealth Management, LLC added665,387$24M0.4%2026-Q2
Arkadios Wealth Advisors added664,200$24M0.4%2026-Q2
CFS Investment Advisory Services, LLC added644,329$23M0.3%2026-Q2
ONE Advisory Partners, LLC added628,639$23M0.3%2026-Q2
EQ LLC new613,786$22M0.3%2026-Q2
TRUIST FINANCIAL CORP new595,527$22M0.3%2026-Q2
Icon Wealth Advisors, LLC added564,102$21M0.3%2026-Q2
Sharkey, Howes & Javer added534,519$20M0.3%2026-Q2
Cypress Wealth Services, LLC added510,139$19M0.3%2026-Q2
Steward Partners Investment Advisory, LLC added496,040$18M0.3%2026-Q2
TSA Wealth Managment LLC added495,071$18M0.3%2026-Q2
Stonebrook Private Inc. added491,985$18M0.3%2026-Q2
Beacon Capital Management, LLC added483,900$18M0.3%2026-Q2
Able Wealth Management LLC added464,579$17M0.3%2026-Q2
Weil Company, Inc. added464,095$17M0.3%2026-Q2
Ancora Advisors LLC added462,447$17M0.3%2026-Q2
Archer Investment Management, LLC added456,465$17M0.3%2026-Q2
Landing Point Financial Group, LLC added452,235$17M0.2%2026-Q2
One Wealth Advisors, LLC trimmed443,776$16M0.2%2026-Q2
&PARTNERS new434,646$16M0.2%2026-Q2
Farther Finance Advisors, LLC added433,252$16M0.2%2026-Q2
PRINCIPAL SECURITIES, INC. added421,483$15M0.2%2026-Q2
Strategic Blueprint, LLC added407,504$15M0.2%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added381,932$14M0.2%2026-Q2
Avid Wealth Partners LLC new380,176$14M0.2%2026-Q2
BEACON FINANCIAL GROUP added376,017$14M0.2%2026-Q2
Town Capital LLC added371,085$14M0.2%2026-Q2
Claro Advisors Inc. trimmed368,231$13M0.2%2026-Q2
Marks Group Wealth Management, Inc new354,960$13M0.2%2026-Q2
Stone House Investment Management, LLC new353,362$13M0.2%2026-Q2
A4 Wealth Advisors LLC added352,577$13M0.2%2026-Q2
Patton Albertson Miller Group, LLC new349,803$13M0.2%2026-Q2
Frisch Financial Group, Inc. added343,250$13M0.2%2026-Q2
BCGM Wealth Management, LLC added337,387$12M0.2%2026-Q2
SteelPeak Wealth, LLC new333,133$12M0.2%2026-Q2
Skyline Advisors, Inc. added324,665$12M0.2%2026-Q2
ShoreHaven Wealth Partners, LLC added318,708$12M0.2%2026-Q2
Trek Financial, LLC new305,117$11M0.2%2026-Q2
Orion Porfolio Solutions, LLC new304,116$11M0.2%2026-Q2
Stokes Family Office, LLC trimmed302,719$11M0.2%2026-Q2
Daviman Financial, LLC added295,242$11M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added289,383$10M0.2%2026-Q2
PAX Financial Group, LLC new288,757$11M0.2%2026-Q2
EHRLICH FINANCIAL GROUP added283,542$10M0.2%2026-Q2
Scissortail Wealth Management, LLC added276,840$10M0.2%2026-Q2
ASSETMARK, INC added276,290$10M0.2%2026-Q2
Focus Financial Network, Inc. added274,833$10M0.2%2026-Q2
Redhawk Wealth Advisors, Inc. new272,894$10M0.1%2026-Q2
Waverly Advisors, LLC added270,176$10M0.1%2026-Q2
INTEGRITY ALLIANCE, LLC. new264,120$10M0.1%2026-Q2
Apeiron RIA LLC added262,200$10M0.1%2026-Q2
Spectrum Planning & Advisory Services Inc. added253,825$9M0.1%2026-Q2
Diversify Advisory Services, LLC250,654$9M0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added250,654$9M0.1%2026-Q2
SWMG, LLC new248,754$9M0.1%2026-Q2
Keystone Financial Services new239,879$9M0.1%2026-Q2
Ashton Thomas Private Wealth, LLC added229,551$8M0.1%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership