Who owns CORP (CORP)
Which tracked institutional funds hold CORP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CORP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
37 tracked funds added or opened CORP while 26 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
CORP’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CORP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CORP 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 2025-Q4 and 2026-Q1, across 195 tracked filers holding CORP, 104 increased or opened the position and 73 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 CORP between the 2025-Q4 and 2026-Q1 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 5
- FIRST AMERICAN TRUST, FSB$4M
- GOLDMAN SACHS GROUP INC$3M
- Independent Advisor Alliance$3M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$803K
Full exits 8
- Migdal Insurance & Financial Holdings Ltd.$14M
- JANE STREET GROUP, LLC$9M
- CAPE COD FIVE CENTS SAVINGS BANK$6M
- PURE PORTFOLIOS HOLDINGS LLC$5M
- Thrivent Financial for Lutherans$2M
- MERCER GLOBAL ADVISORS INC /ADV$1M
Largest adds
- BANK OF AMERICA CORP /DE/$264M
- BANK OF NOVA SCOTIA$10M
- MORGAN STANLEY$9M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- RAM Investment Partners, LLC$5M
- Waverly Advisors, LLC$5M
Largest trims
- Vickerman Investment Advisors, Inc.$18M
- Gallagher Fiduciary Advisors, LLC$14M
- NewEdge Advisors, LLC$14M
- GREAT VALLEY ADVISOR GROUP, INC.$13M
- Cerity Partners LLC$7M
- Fortis Capital Management LLC$5M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 4,570,421 | $442M | 33.4% | 2026-Q1 |
| LPL Financial LLC added | 1,263,512 | $122M | 9.2% | 2026-Q1 |
| CWM, LLC added | 1,138,477 | $110M | 8.3% | 2026-Q1 |
| MORGAN STANLEY added | 759,514 | $74M | 5.6% | 2026-Q1 |
| RAM Investment Partners, LLC added | 530,354 | $51M | 3.9% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 373,790 | $36M | 2.7% | 2026-Q1 |
| Allianz Asset Management GmbH added | 338,423 | $33M | 2.5% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 266,430 | $26M | 2.0% | 2026-Q1 |
| Mokosak Advisory Group, LLC added | 257,877 | $25M | 1.9% | 2026-Q1 |
| UBS Group AG added | 204,997 | $20M | 1.5% | 2026-Q1 |
| XML Financial, LLC added | 184,228 | $18M | 1.3% | 2026-Q1 |
| NOVEM GROUP added | 150,807 | $15M | 1.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 145,358 | $14M | 1.1% | 2026-Q1 |
| McAdam, LLC added | 109,271 | $11M | 0.8% | 2026-Q1 |
| Net Worth Advisory Group added | 106,215 | $10M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 103,164 | $10M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 95,217 | $9M | 0.7% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 84,352 | $8M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 84,292 | $8M | 0.6% | 2026-Q1 |
| MYECFO, LLC added | 82,766 | $8M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 81,757 | $8M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 79,005 | $8M | 0.6% | 2026-Q1 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 78,056 | $8M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 72,466 | $7M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 67,781 | $7M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 66,658 | $6M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 65,407 | $6M | 0.5% | 2026-Q1 |
| Evensky & Katz LLC added | 65,063 | $6M | 0.5% | 2026-Q1 |
| Waverly Advisors, LLC added | 60,883 | $6M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 59,771 | $6M | 0.4% | 2026-Q1 |
| Cerity Partners LLC trimmed | 59,549 | $6M | 0.4% | 2026-Q1 |
| Fortis Capital Management LLC trimmed | 57,787 | $6M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 56,996 | $6M | 0.4% | 2026-Q1 |
| Dakota Wealth Management trimmed | 53,154 | $5M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 50,659 | $5M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 50,701 | $5M | 0.4% | 2026-Q1 |
| True North Advisors, LLC trimmed | 49,933 | $5M | 0.4% | 2026-Q1 |
| Bernard Wealth Management Corp. added | 46,001 | $4M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 38,885 | $4M | 0.3% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB new | 38,554 | $4M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 37,705 | $4M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 35,845 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 35,956 | $3M | 0.3% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 35,653 | $3M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 35,328 | $3M | 0.3% | 2026-Q1 |
| SHEPHERD KAPLAN KROCHUK, LLC trimmed | 34,268 | $3M | 0.3% | 2026-Q1 |
| Wayfinding Financial, LLC trimmed | 32,784 | $3M | 0.2% | 2026-Q1 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC trimmed | 32,527 | $3M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 32,407 | $3M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 199,749 | $3M | 0.2% | 2026-Q1 |
| Vickerman Investment Advisors, Inc. trimmed | 31,089 | $3M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 30,545 | $3M | 0.2% | 2026-Q1 |
| PAX Financial Group, LLC added | 28,570 | $3M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 26,388 | $3M | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 25,796 | $2M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 25,532 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 24,698 | $2M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 23,990 | $2M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 22,965 | $2M | 0.2% | 2026-Q1 |
| Towercrest Capital Management trimmed | 22,351 | $2M | 0.2% | 2026-Q1 |
| Alliance Wealth Management Group trimmed | 22,351 | $2M | 0.2% | 2026-Q1 |
| Great Waters Wealth Management trimmed | 18,610 | $2M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 17,644 | $2M | 0.1% | 2026-Q1 |
| Security Financial Services, INC. trimmed | 16,263 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 16,226 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 16,187 | $2M | 0.1% | 2026-Q1 |
| Cannon Advisors, Inc. trimmed | 15,973 | $2M | 0.1% | 2026-Q1 |
| Asset One Wealth Management LLC added | 15,847 | $2M | 0.1% | 2026-Q1 |
| BNP PARIBAS added | 14,720 | $1M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 14,661 | $1M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 14,301 | $1M | 0.1% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 14,056 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 13,931 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 13,921 | $1M | 0.1% | 2026-Q1 |
| IPG Investment Advisors LLC | 13,750 | $1M | 0.1% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC added | 13,472 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 13,438 | $1M | 0.1% | 2026-Q1 |
| Financial Freedom, LLC trimmed | 13,254 | $1M | 0.1% | 2026-Q1 |
| Gallacher Capital Management LLC added | 13,137 | $1M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC | 11,890 | $1M | 0.1% | 2026-Q1 |
| BAM Wealth Management, LLC trimmed | 11,889 | $1M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 11,760 | $1M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 11,411 | $1M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,313 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 10,728 | $1M | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. trimmed | 10,396 | $1M | 0.1% | 2026-Q1 |
| Migdal Insurance & Financial Holdings Ltd. added | 140,919 | $14M | 1.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 91,425 | $9M | 0.7% | 2025-Q4 stale |
| Martin Worley Group added | 62,696 | $6M | 0.5% | 2025-Q2 stale |
| CAPE COD FIVE CENTS SAVINGS BANK | 59,858 | $6M | 0.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 61,041 | $6M | 0.4% | 2025-Q2 stale |
| Lindenwold Advisors, INC added | 60,131 | $6M | 0.4% | 2025-Q3 stale |
| PURE PORTFOLIOS HOLDINGS LLC added | 48,240 | $5M | 0.4% | 2025-Q4 stale |
| Elevation Capital Advisory, LLC trimmed | 24,080 | $2M | 0.2% | 2025-Q2 stale |
| Madden Advisory Services, Inc. added | 22,299 | $2M | 0.2% | 2025-Q2 stale |
| Thrivent Financial for Lutherans new | 15,699 | $2M | 0.1% | 2025-Q4 stale |
| Graypoint LLC | 15,053 | $1M | 0.1% | 2025-Q2 stale |
| FIRST NATIONAL CORP /MA/ /ADV added | 13,961 | $1M | 0.1% | 2025-Q3 stale |
| SYM FINANCIAL Corp added | 12,343 | $1M | 0.1% | 2025-Q2 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 11,289 | $1M | 0.1% | 2025-Q4 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.