Among active 13F managers last quarter, 15 opened and 33 added, while 2 reduced; the largest holder to move was Merit Financial Group, LLC (+15%).
354 tracked 13F filers disclose a position in CORO as of the latest SEC 13F filings, a combined $4.7B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 16.2M | $521.1M | ▲New +16.2M sh | Q1 2026 | |
| 2 | JPMorgan Chase & Co | 15.4M | $480.8M | ▲New +15.4M sh | Q1 2026 | |
| 3 | Merit Financial Group, LLC | 5.7M | $210.2M | ▲+15% Added · +761K sh | Q2 2026 | |
| 4 | Envestnet Portfolio Solutions, Inc. | 4.2M | $153.7M | ▲228× Added · +4.2M sh | Q2 2026 | |
| 5 | OneDigital Investment Advisors LLC | 3.9M | $126.2M | ▲New +3.9M sh | Q1 2026 | |
| 6 | MML Investors Services, LLC | 3.9M | $141.2M | ▲65× Added · +3.8M sh | Q2 2026 | |
| 7 | Sofi Wealth, LLC | 3.5M | $127.4M | ▲+5.1% Added · +170K sh | Q2 2026 | |
| 8 | Foundations Investment Advisors, LLC | 3.5M | $126.8M | ▲+9.9% Added · +312K sh | Q2 2026 | |
| 9 | Sanctuary Advisors, LLC | 2.8M | $102.8M | ▲+22% Added · +513K sh | Q2 2026 | |
| 10 | Arax Advisory Partners | 2.6M | $96.4M | ▲+385% Added · +2.1M sh | Q2 2026 | |
| 11 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.4M | $87.9M | ▲+6.5% Added · +146K sh | Q2 2026 | |
| 12 | Commonwealth Equity Services, LLC | 2.4M | $75.9M | ▲New +2.4M sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | 2.2M | $71.2M | ▲New +2.2M sh | Q1 2026 | |
| 14 | Goldstein Advisors, LLC | 2.0M | $72.3M | ▲+14% Added · +246K sh | Q2 2026 | |
| 15 | Triad Wealth Partners, LLC | 1.9M | $68.3M | ▲+34% Added · +482K sh | Q2 2026 | |
| 16 | Advocacy Wealth Management, LLC | 1.9M | $69.1M | ▲New +1.9M sh | Q2 2026 | |
| 17 | CreativeOne Wealth, LLC | 1.8M | $66.1M | ▲+5.7% Added · +98K sh | Q2 2026 | |
| 18 | JB Capital LLC | 1.7M | $63.5M | ▲New +1.7M sh | Q2 2026 | |
| 19 | Envestnet Asset Management Inc | 1.7M | $55.1M | ▲69× Added · +1.7M sh | Q1 2026 | |
| 20 | BlackRock, Inc. | 1.5M | $55.1M | ▲11× Added · +1.4M sh | Q2 2026 | |
| 21 | West Wealth Group, LLC | 1.4M | $52.0M | ▲+5.9% Added · +79K sh | Q2 2026 | |
| 22 | Ascent Group, LLC | 1.4M | $50.8M | ▲+6.4% Added · +84K sh | Q2 2026 | |
| 23 | Cerity Partners LLC | 1.3M | $40.9M | ▲New +1.3M sh | Q1 2026 | |
| 24 | United Capital Financial Advisors, LLC | 1.2M | $44.2M | ▲New +1.2M sh | Q2 2026 | |
| 25 | Pettinga Financial Advisors LLC | 1.1M | $39.4M | ▲+8.4% Added · +84K 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, 15 funds opened a new position in CORO and 33 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Ishrs US E F R A ETF-Usd IncDYNF | 213 funds | $4.1B |
| Apple IncAAPL | 212 funds | $13.9B |
| Nvidia CorpNVDA | 212 funds | $12.9B |
| Microsoft CorpMSFT | 210 funds | $7.3B |
| Amazon.com IncAMZN | 207 funds | $6.1B |
| Alphabet Inc-CL AGOOGL | 206 funds | $5.2B |
| Ishares S&P 500 Growth ETFIVW | 203 funds | $3.0B |
| Ishrs AI In And Tech Act ETFBAI | 203 funds | $2.1B |
| Ishares Core S&P 500 ETFIVV | 201 funds | $12.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 200 funds | $5.7B |
| Ishares U.S. Thematic RotatiTHRO | 200 funds | $977.2M |
| Alphabet Inc-CL CGOOG | 197 funds | $4.2B |
Ranked by how many of CORO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CORO.
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.