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Institutional Ownership · SEC Form 13F

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.

195
Institutional holders
27,511,868
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added4,570,421$442M33.4%2026-Q1
LPL Financial LLC added1,263,512$122M9.2%2026-Q1
CWM, LLC added1,138,477$110M8.3%2026-Q1
MORGAN STANLEY added759,514$74M5.6%2026-Q1
RAM Investment Partners, LLC added530,354$51M3.9%2026-Q1
OneDigital Investment Advisors LLC added373,790$36M2.7%2026-Q1
Allianz Asset Management GmbH added338,423$33M2.5%2026-Q1
BANK OF NOVA SCOTIA added266,430$26M2.0%2026-Q1
Mokosak Advisory Group, LLC added257,877$25M1.9%2026-Q1
UBS Group AG added204,997$20M1.5%2026-Q1
XML Financial, LLC added184,228$18M1.3%2026-Q1
NOVEM GROUP added150,807$15M1.1%2026-Q1
Modern Wealth Management, LLC added145,358$14M1.1%2026-Q1
McAdam, LLC added109,271$11M0.8%2026-Q1
Net Worth Advisory Group added106,215$10M0.8%2026-Q1
ROYAL BANK OF CANADA trimmed103,164$10M0.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added95,217$9M0.7%2026-Q1
Ausdal Financial Partners, Inc. added84,352$8M0.6%2026-Q1
Cetera Investment Advisers added84,292$8M0.6%2026-Q1
MYECFO, LLC added82,766$8M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added81,757$8M0.6%2026-Q1
WELLS FARGO & COMPANY/MN trimmed79,005$8M0.6%2026-Q1
ISLAY CAPITAL MANAGEMENT, LLC added78,056$8M0.6%2026-Q1
MML INVESTORS SERVICES, LLC trimmed72,466$7M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed67,781$7M0.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added66,658$6M0.5%2026-Q1
CITADEL ADVISORS LLC added65,407$6M0.5%2026-Q1
Evensky & Katz LLC added65,063$6M0.5%2026-Q1
Waverly Advisors, LLC added60,883$6M0.4%2026-Q1
Private Advisor Group, LLC added59,771$6M0.4%2026-Q1
Cerity Partners LLC trimmed59,549$6M0.4%2026-Q1
Fortis Capital Management LLC trimmed57,787$6M0.4%2026-Q1
CreativeOne Wealth, LLC added56,996$6M0.4%2026-Q1
Dakota Wealth Management trimmed53,154$5M0.4%2026-Q1
OSAIC HOLDINGS, INC. added50,659$5M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added50,701$5M0.4%2026-Q1
True North Advisors, LLC trimmed49,933$5M0.4%2026-Q1
Bernard Wealth Management Corp. added46,001$4M0.3%2026-Q1
Integrated Wealth Concepts LLC added38,885$4M0.3%2026-Q1
FIRST AMERICAN TRUST, FSB new38,554$4M0.3%2026-Q1
Summit Financial, LLC added37,705$4M0.3%2026-Q1
GOLDMAN SACHS GROUP INC new35,845$3M0.3%2026-Q1
JPMORGAN CHASE & CO trimmed35,956$3M0.3%2026-Q1
Sequoia Financial Advisors, LLC trimmed35,653$3M0.3%2026-Q1
RFG Advisory, LLC added35,328$3M0.3%2026-Q1
SHEPHERD KAPLAN KROCHUK, LLC trimmed34,268$3M0.3%2026-Q1
Wayfinding Financial, LLC trimmed32,784$3M0.2%2026-Q1
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC trimmed32,527$3M0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added32,407$3M0.2%2026-Q1
NewEdge Advisors, LLC added199,749$3M0.2%2026-Q1
Vickerman Investment Advisors, Inc. trimmed31,089$3M0.2%2026-Q1
Independent Advisor Alliance trimmed30,545$3M0.2%2026-Q1
PAX Financial Group, LLC added28,570$3M0.2%2026-Q1
Strategic Blueprint, LLC added26,388$3M0.2%2026-Q1
GeoWealth Management, LLC trimmed25,796$2M0.2%2026-Q1
Baird Financial Group, Inc. trimmed25,532$2M0.2%2026-Q1
TRUIST FINANCIAL CORP added24,698$2M0.2%2026-Q1
FLOW TRADERS U.S. LLC added23,990$2M0.2%2026-Q1
Capital Analysts, LLC added22,965$2M0.2%2026-Q1
Towercrest Capital Management trimmed22,351$2M0.2%2026-Q1
Alliance Wealth Management Group trimmed22,351$2M0.2%2026-Q1
Great Waters Wealth Management trimmed18,610$2M0.1%2026-Q1
Mutual Advisors, LLC added17,644$2M0.1%2026-Q1
Security Financial Services, INC. trimmed16,263$2M0.1%2026-Q1
Sanctuary Advisors, LLC trimmed16,226$2M0.1%2026-Q1
Farther Finance Advisors, LLC added16,187$2M0.1%2026-Q1
Cannon Advisors, Inc. trimmed15,973$2M0.1%2026-Q1
Asset One Wealth Management LLC added15,847$2M0.1%2026-Q1
BNP PARIBAS added14,720$1M0.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added14,661$1M0.1%2026-Q1
DAVENPORT & Co LLC added14,301$1M0.1%2026-Q1
LAUREL OAK WEALTH MANAGEMENT, LLC trimmed14,056$1M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed13,931$1M0.1%2026-Q1
Kingsview Wealth Management, LLC added13,921$1M0.1%2026-Q1
IPG Investment Advisors LLC13,750$1M0.1%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC added13,472$1M0.1%2026-Q1
HighTower Advisors, LLC trimmed13,438$1M0.1%2026-Q1
Financial Freedom, LLC trimmed13,254$1M0.1%2026-Q1
Gallacher Capital Management LLC added13,137$1M0.1%2026-Q1
Gotham Asset Management, LLC11,890$1M0.1%2026-Q1
BAM Wealth Management, LLC trimmed11,889$1M0.1%2026-Q1
Savvy Advisors, Inc. added11,760$1M0.1%2026-Q1
Bank of New York Mellon Corp added11,411$1M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed11,313$1M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added10,728$1M0.1%2026-Q1
Jefferies Financial Group Inc. trimmed10,396$1M0.1%2026-Q1
Migdal Insurance & Financial Holdings Ltd. added140,919$14M1.0%2025-Q4 stale
JANE STREET GROUP, LLC added91,425$9M0.7%2025-Q4 stale
Martin Worley Group added62,696$6M0.5%2025-Q2 stale
CAPE COD FIVE CENTS SAVINGS BANK59,858$6M0.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added61,041$6M0.4%2025-Q2 stale
Lindenwold Advisors, INC added60,131$6M0.4%2025-Q3 stale
PURE PORTFOLIOS HOLDINGS LLC added48,240$5M0.4%2025-Q4 stale
Elevation Capital Advisory, LLC trimmed24,080$2M0.2%2025-Q2 stale
Madden Advisory Services, Inc. added22,299$2M0.2%2025-Q2 stale
Thrivent Financial for Lutherans new15,699$2M0.1%2025-Q4 stale
Graypoint LLC15,053$1M0.1%2025-Q2 stale
FIRST NATIONAL CORP /MA/ /ADV added13,961$1M0.1%2025-Q3 stale
SYM FINANCIAL Corp added12,343$1M0.1%2025-Q2 stale
MERCER GLOBAL ADVISORS INC /ADV trimmed11,289$1M0.1%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.

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