CCOR institutional holders
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 20 |
|---|---|
| Shares held | 301,048 |
| Reported value | $7.6m |
| Quarter flows | 1 new, 2 added, 8 trimmed, 7 exited |
Top 20 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 139,263 | $3.5m | 0.0% |
| Focus Partners Wealth | 68,660 | $1.7m | 0.0% |
| Beacon Pointe Advisors, LLC | 28,349 | $718,058 | 0.0% |
| Hilltop Holdings Inc. | 25,367 | $642,526 | 0.0% |
| OLD MISSION CAPITAL LLC | 9,710 | $245,946 | 0.0% |
| WADDELL & ASSOCIATES, LLC | 9,490 | $240,374 | 0.0% |
| Integrated Advisors Network LLC | 8,829 | $223,632 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,289 | $209,954 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,182 | $29,939 | 0.0% |
| BESSEMER GROUP INC | 512 | $13,000 | 0.0% |
| UBS Group AG | 256 | $6,484 | 0.0% |
| Aptus Capital Advisors, LLC | 250 | $6,332 | 0.0% |
| TD Waterhouse Canada Inc. | 219 | $5,576 | 0.0% |
| NewEdge Advisors, LLC | 200 | $5,066 | 0.0% |
| Integrated Wealth Concepts LLC | 150 | $3,800 | 0.0% |
| Smartleaf Asset Management LLC | 118 | $3,001 | 0.0% |
| Private Wealth Asset Management, LLC | 94 | $2,383 | 0.0% |
| IFP Advisors, Inc | 62 | $1,570 | 0.0% |
| Qube Research & Technologies Ltd | 47 | $1,190 | 0.0% |
| WELLS FARGO & COMPANY/MN | 1 | $23 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CCOR"). CCOR price history · All 13F data