270 tracked 13F filers disclose a position in CORO as of the latest SEC 13F filings, a combined $3.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | $521.1M | 16.2M | ▲New +16.2M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $480.8M | 15.4M | ▲New +15.4M sh | Q1 2026 | |
| 3 | Merit Financial Group, LLC | $210.2M | 5.7M | ▲+15% Added · +761K sh | Q2 2026 | |
| 4 | Envestnet Portfolio Solutions, Inc. | $153.7M | 4.2M | ▲228× Added · +4.2M sh | Q2 2026 | |
| 5 | OneDigital Investment Advisors LLC | $126.2M | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 6 | SOFI WEALTH, LLC | $106.5M | 3.3M | ▲New +3.3M sh | Q1 2026 | |
| 7 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $101.4M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 8 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $87.9M | 2.4M | ▲+6.5% Added · +146K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $75.9M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 10 | Sanctuary Advisors, LLC | $73.9M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 11 | AE Wealth Management LLC | $71.2M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 12 | Goldstein Advisors, LLC | $72.3M | 2.0M | ▲+14% Added · +246K sh | Q2 2026 | |
| 13 | Advocacy Wealth Management, LLC | $69.1M | 1.9M | ▲New +1.9M sh | Q2 2026 | |
| 14 | JB Capital LLC | $63.5M | 1.7M | ▲New +1.7M sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $55.1M | 1.7M | ▲69× Added · +1.7M sh | Q1 2026 | |
| 16 | CreativeOne Wealth, LLC | $54.9M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 17 | Ascent Group, LLC | $50.8M | 1.4M | ▲+6.4% Added · +84K sh | Q2 2026 | |
| 18 | Cerity Partners LLC | $40.9M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 19 | Pettinga Financial Advisors LLC | $39.4M | 1.1M | ▲+8.4% Added · +84K sh | Q2 2026 | |
| 20 | MA Private Wealth | $39.2M | 1.1M | ▲+30% Added · +245K sh | Q2 2026 | |
| 21 | Security Financial Services, INC. | $34.6M | 945K | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 22 | Kelly Financial Services LLC | $33.2M | 906K | ▲+1.6% Added · +14K sh | Q2 2026 | |
| 23 | Detalus Advisors, LLC | $31.7M | 865K | ▲+14% Added · +108K sh | Q2 2026 | |
| 24 | Integrated Wealth Concepts LLC | $27.6M | 859K | ▲New +859K sh | Q1 2026 | |
| 25 | Atria Investments, Inc | $30.0M | 819K | ▲+407% Added · +657K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 16 funds opened a new position in CORO and 34 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 156 funds | $10.3B |
| ISHRS US E F R A ETF-USD INCDYNF | 156 funds | $2.9B |
| NVIDIA CORPNVDA | 155 funds | $9.5B |
| MICROSOFT CORPMSFT | 152 funds | $5.3B |
| AMAZON.COM INCAMZN | 150 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 149 funds | $3.7B |
| ISHARES S&P 500 GROWTH ETFIVW | 149 funds | $2.1B |
| ISHARES U.S. THEMATIC ROTATITHRO | 149 funds | $682.8M |
| ISHRS AI IN AND TECH ACT ETFBAI | 148 funds | $1.5B |
| ISHARES S&P 500 VALUE ETFIVE | 145 funds | $1.8B |
| ISHARES CORE S&P 500 ETFIVV | 144 funds | $8.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 144 funds | $3.5B |
Ranked by how many of CORO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DYNFmc | 660 funds | $29.9B |
| BAImc | 475 funds | $10.4B |
| THROmc | 375 funds | $6.9B |
| BLCRmc | 304 funds | $4.3B |
| COROthis pagemc | 270 funds | $3.7B |
| IALTmc | 203 funds | $954.6M |
| IDEFmc | 201 funds | $3.3B |
| LCTUmc | 166 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CORO
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CORO/capital-change-brief"
Use Arkolith's capital_change_brief for CORO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CORO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.