Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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
41 tracked funds added or opened CORP while 29 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.0% 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 2026-Q1 and 2026-Q2, across 183 tracked filers holding CORP, 88 increased or opened the position and 92 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 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 5
- Modera Wealth Management, LLC$7M
- CAPE COD FIVE CENTS SAVINGS BANK$5M
- Trek Financial, LLC$725K
- PKS Advisory Services, LLC$535K
- Global Retirement Partners, LLC$503K
Full exits 14
- CWM, LLC$110M
- BANK OF NOVA SCOTIA$26M
- Evensky & Katz LLC$6M
- GOLDMAN SACHS GROUP INC$3M
- Wayfinding Financial, LLC$3M
- Vickerman Investment Advisors, Inc.$3M
Largest adds
- NewEdge Advisors, LLC$17M
- Gallagher Fiduciary Advisors, LLC$15M
- MORGAN STANLEY$8M
- RFG Advisory, LLC$7M
- Mariner, LLC$5M
- Allianz Asset Management GmbH$4M
Largest trims
- Net Worth Advisory Group$10M
- LPL Financial LLC$9M
- Modern Wealth Management, LLC$6M
- CITADEL ADVISORS LLC$4M
- Ausdal Financial Partners, Inc.$3M
- BANK OF AMERICA CORP /DE/$3M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 4,536,365 | $440M | 37.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,170,855 | $113M | 9.7% | 2026-Q2 |
| MORGAN STANLEY added | 841,654 | $82M | 7.0% | 2026-Q2 |
| RAM Investment Partners, LLC added | 561,746 | $54M | 4.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 387,390 | $38M | 3.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 380,794 | $37M | 3.2% | 2026-Q2 |
| Mokosak Advisory Group, LLC added | 272,417 | $26M | 2.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 208,319 | $20M | 1.7% | 2026-Q2 |
| UBS Group AG added | 207,715 | $20M | 1.7% | 2026-Q2 |
| XML Financial, LLC trimmed | 182,658 | $18M | 1.5% | 2026-Q2 |
| NOVEM GROUP added | 156,839 | $15M | 1.3% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 151,820 | $15M | 1.3% | 2026-Q2 |
| McAdam, LLC added | 139,192 | $13M | 1.2% | 2026-Q2 |
| RFG Advisory, LLC added | 109,483 | $11M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 108,776 | $11M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 101,464 | $10M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 96,106 | $9M | 0.8% | 2026-Q2 |
| MYECFO, LLC added | 88,576 | $9M | 0.7% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 85,564 | $8M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 84,009 | $8M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 83,720 | $8M | 0.7% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 79,372 | $8M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 79,101 | $8M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 73,274 | $7M | 0.6% | 2026-Q2 |
| Modera Wealth Management, LLC new | 71,487 | $7M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 70,825 | $7M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 68,642 | $7M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC added | 62,382 | $6M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 61,285 | $6M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 59,812 | $6M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 58,910 | $6M | 0.5% | 2026-Q2 |
| Dakota Wealth Management added | 55,926 | $5M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 55,179 | $5M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 54,493 | $5M | 0.5% | 2026-Q2 |
| Fortis Capital Management LLC trimmed | 54,312 | $5M | 0.5% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 53,985 | $5M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 53,003 | $5M | 0.4% | 2026-Q2 |
| True North Advisors, LLC added | 50,239 | $5M | 0.4% | 2026-Q2 |
| Bernard Wealth Management Corp. added | 50,079 | $5M | 0.4% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 48,081 | $5M | 0.4% | 2026-Q2 |
| CAPE COD FIVE CENTS SAVINGS BANK trimmed | 47,974 | $5M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 47,601 | $5M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 42,389 | $4M | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 35,708 | $3M | 0.3% | 2026-Q2 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC added | 34,525 | $3M | 0.3% | 2026-Q2 |
| SHEPHERD KAPLAN KROCHUK, LLC trimmed | 32,386 | $3M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 28,726 | $3M | 0.2% | 2026-Q2 |
| PAX Financial Group, LLC trimmed | 28,544 | $3M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 26,599 | $3M | 0.2% | 2026-Q2 |
| Cannon Advisors, Inc. added | 24,996 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 23,733 | $2M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 22,188 | $2M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 21,311 | $2M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 19,982 | $2M | 0.2% | 2026-Q2 |
| Great Waters Wealth Management trimmed | 18,053 | $2M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 17,935 | $2M | 0.1% | 2026-Q2 |
| Asset One Wealth Management LLC added | 17,430 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS added | 17,156 | $2M | 0.1% | 2026-Q2 |
| Unique Wealth Strategies, LLC added | 17,142 | $2M | 0.1% | 2026-Q2 |
| Towercrest Capital Management trimmed | 16,707 | $2M | 0.1% | 2026-Q2 |
| Alliance Wealth Management Group trimmed | 16,707 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 16,009 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 15,963 | $2M | 0.1% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 15,673 | $2M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 14,885 | $1M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 14,681 | $1M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 14,559 | $1M | 0.1% | 2026-Q2 |
| Van Hulzen Asset Management, LLC added | 14,505 | $1M | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 14,071 | $1M | 0.1% | 2026-Q2 |
| IPG Investment Advisors LLC | 13,750 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 13,366 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 13,329 | $1M | 0.1% | 2026-Q2 |
| Financial Freedom, LLC trimmed | 13,246 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,951 | $1M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 11,890 | $1M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. | 11,760 | $1M | 0.1% | 2026-Q2 |
| BAM Wealth Management, LLC trimmed | 10,901 | $1M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 10,389 | $1M | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 10,244 | $993K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 9,538 | $924K | 0.1% | 2026-Q2 |
| PFG Advisors trimmed | 9,460 | $917K | 0.1% | 2026-Q2 |
| Allianz SE | 9,000 | $872K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 8,303 | $805K | 0.1% | 2026-Q2 |
| Arrowroot Family Office, LLC trimmed | 8,220 | $796K | 0.1% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 8,110 | $786K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 7,868 | $762K | 0.1% | 2026-Q2 |
| Trek Financial, LLC new | 7,477 | $725K | 0.1% | 2026-Q2 |
| Performance Wealth Partners, LLC trimmed | 7,176 | $695K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 6,441 | $624K | 0.1% | 2026-Q2 |
| Nicholas Wealth, LLC. added | 6,368 | $617K | 0.1% | 2026-Q2 |
| BLB&B Advisors, LLC trimmed | 6,213 | $602K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 6,210 | $602K | 0.1% | 2026-Q2 |
| Boomfish Wealth Group, LLC added | 6,100 | $591K | 0.1% | 2026-Q2 |
| PKS Advisory Services, LLC new | 5,522 | $535K | 0.0% | 2026-Q2 |
| Savant Capital, LLC added | 5,458 | $531K | 0.0% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 5,386 | $522K | 0.0% | 2026-Q2 |
| Net Worth Advisory Group trimmed | 5,376 | $521K | 0.0% | 2026-Q2 |
| Element Wealth, LLC trimmed | 5,359 | $519K | 0.0% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 5,251 | $509K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 5,192 | $503K | 0.0% | 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.
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.