Institutional Holders (2026 Q2)
209 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CORO. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Midwest Capital Advisors, LLC | 11.08% | 745,014 | $27.3M |
| 2 | Town Capital LLC | 8.61% | 371,085 | $13.6M |
| 3 | A4 Wealth Advisors LLC | 8.56% | 352,577 | $12.9M |
| 4 | West Wealth Group, LLC | 8.51% | 1,421,104 | $52.0M |
| 5 | Kelly Financial Services LLC | 7.10% | 906,269 | $33.2M |
| 6 | Hobbs Wealth Management, LLC | 6.97% | 225,437 | $8.3M |
| 7 | Avid Wealth Partners LLC | 6.74% | 380,176 | $13.9M |
| 8 | Goldstein Advisors, LLC | 6.61% | 1,975,843 | $72.3M |
| 9 | Pettinga Financial Advisors LLC | 6.31% | 1,076,072 | $39.4M |
| 10 | ONE Advisory Partners, LLC | 6.26% | 628,639 | $23.0M |
| 11 | Detalus Advisors, LLC | 6.17% | 865,014 | $31.7M |
| 12 | Daviman Financial, LLC | 5.97% | 295,242 | $10.8M |
| 13 | MA Private Wealth | 5.83% | 1,070,099 | $39.2M |
| 14 | Archer Investment Management, LLC | 5.71% | 456,465 | $16.7M |
| 15 | Landing Point Financial Group, LLC | 5.63% | 452,235 | $16.6M |
| 16 | Mcmorgan & Co LLC | 5.55% | 1,006,205 | $36.8M |
| 17 | Eq LLC | 5.52% | 613,786 | $22.5M |
| 18 | Ehrlich Financial Group | 5.34% | 283,542 | $10.4M |
| 19 | Sofi Wealth, LLC | 5.13% | 3,481,503 | $127.4M |
| 20 | TSA Wealth Managment LLC | 5.12% | 495,071 | $18.1M |
| 21 | Security Financial Services, INC. | 4.80% | 945,130 | $34.6M |
| 22 | Curtis Wealth Management LLC | 4.70% | 151,605 | $5.5M |
| 23 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.34% | 2,402,506 | $87.9M |
| 24 | Spectrum Planning & Advisory Services Inc. | 4.16% | 253,825 | $9.3M |
| 25 | Triad Wealth Partners, LLC | 4.02% | 1,902,690 | $68.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|