On this page, we present all of the funds holding CCOR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CCOR, with a link to that fund's top holdings. The next columns indicate the amount of CCOR stock held by each of the funds holding CCOR, followed by the CCOR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 47 funds holding CCOR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Institutional & Family Asset Management LLC. For more details on the positions held by Institutional & Family Asset Management LLC (or by any of the other funds holding CCOR), click the fund name in the "Holder" column of the funds-holding-CCOR table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Institutional & Family Asset Management LLC | 1,874,269 | $51,524 | 12/31/2023 |
CCOR | 1,874,269 | $51,524 | 12/31/2023 |
APCM Wealth Management for Individuals | 719,615 | $19,049 | 03/31/2024 |
CCOR | 719,615 | $19,049 | 03/31/2024 |
Alaska Permanent Capital Management | 553,849 | $14,683 | 03/31/2024 |
CCOR | 553,849 | $14,683 | 03/31/2024 |
Envestnet Asset Management Inc. | 512,472 | $14,088 | 12/31/2023 |
CCOR | 512,472 | $14,088 | 12/31/2023 |
Petra Financial Advisors Inc. | 234,720 | $6,213 | 03/31/2024 |
CCOR | 234,720 | $6,213 | 03/31/2024 |
Strategic Blueprint LLC | 217,346 | $5,753 | 03/31/2024 |
CCOR | 217,346 | $5,753 | 03/31/2024 |
Captrust Financial Advisors | 199,501 | $5,484 | 12/31/2023 |
CCOR | 199,501 | $5,484 | 12/31/2023 |
CWM LLC | 190,387 | $5,040 | 03/31/2024 |
CCOR | 190,387 | $5,040 | 03/31/2024 |
Hilltop Holdings Inc. | 157,357 | $4,326 | 12/31/2023 |
CCOR | 157,357 | $4,326 | 12/31/2023 |
Royal Bank of Canada | 123,744 | $3,403 | 12/31/2023 |
CCOR | 123,744 | $3,403 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 87,463 | $2,404 | 12/31/2023 |
CCOR | 87,463 | $2,404 | 12/31/2023 |
Philip James Wealth Mangement LLC | 86,170 | $2,369 | 12/31/2023 |
CCOR | 86,170 | $2,369 | 12/31/2023 |
First Citizens Bank & Trust Co. | 77,460 | $2,050 | 03/31/2024 |
CCOR | 77,460 | $2,050 | 03/31/2024 |
Susquehanna International Group LLP | 48,305 | $1,328 | 12/31/2023 |
CCOR | 48,305 | $1,328 | 12/31/2023 |
Capital Planning LLC | 38,768 | $1,026 | 03/31/2024 |
CCOR | 38,768 | $1,026 | 03/31/2024 |
IFP Advisors Inc | 36,882 | $1,014 | 12/31/2023 |
CCOR | 36,882 | $1,014 | 12/31/2023 |
Waddell & Associates LLC | 35,490 | $976 | 12/31/2023 |
CCOR | 35,490 | $976 | 12/31/2023 |
Colony Group LLC | 32,633 | $897 | 12/31/2023 |
CCOR | 32,633 | $897 | 12/31/2023 |
Beacon Pointe Advisors LLC | 30,662 | $843 | 12/31/2023 |
CCOR | 30,662 | $843 | 12/31/2023 |
Integrated Advisors Network LLC | 27,266 | $750 | 12/31/2023 |
CCOR | 27,266 | $750 | 12/31/2023 |
OLD Mission Capital LLC | 25,053 | $689 | 12/31/2023 |
CCOR | 25,053 | $689 | 12/31/2023 |
Advisor Group Holdings Inc. | 23,453 | $645 | 12/31/2023 |
CCOR | 23,453 | $645 | 12/31/2023 |
IFG Advisory LLC | 19,416 | $534 | 12/31/2023 |
CCOR | 19,416 | $534 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 18,176 | $500 | 12/31/2023 |
CCOR | 18,176 | $500 | 12/31/2023 |
Smart Portfolios LLC | 18,314 | $492 | 12/31/2023 |
CCOR | 18,314 | $492 | 12/31/2023 |
Flagship Harbor Advisors LLC | 14,219 | $376 | 03/31/2024 |
CCOR | 14,219 | $376 | 03/31/2024 |
LPL Financial LLC | 13,248 | $364 | 12/31/2023 |
CCOR | 13,248 | $364 | 12/31/2023 |
GWM Advisors LLC | 13,198 | $363 | 12/31/2023 |
CCOR | 13,198 | $363 | 12/31/2023 |
Cooper Financial Group | 11,936 | $316 | 03/31/2024 |
CCOR | 11,936 | $316 | 03/31/2024 |
Citadel Advisors LLC | $316 | 12/31/2023 | |
CCOR | 12,013 | $330 | 12/31/2023 |
Put | 500 | $14 | 12/31/2023 |
Equitable Holdings Inc. | 10,716 | $295 | 12/31/2023 |
CCOR | 10,716 | $295 | 12/31/2023 |
Jane Street Group LLC | 7,331 | $202 | 12/31/2023 |
CCOR | 7,331 | $202 | 12/31/2023 |
Comerica Bank | 4,316 | $119 | 12/31/2023 |
CCOR | 4,316 | $119 | 12/31/2023 |
Tradition Wealth Management LLC | 4,128 | $113 | 12/31/2023 |
CCOR | 4,128 | $113 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 3,429 | $94 | 12/31/2023 |
CCOR | 3,429 | $94 | 12/31/2023 |
Advisory Services Network LLC | 1,727 | $47 | 12/31/2023 |
CCOR | 1,727 | $47 | 12/31/2023 |
Northwest Capital Management Inc | 1,629 | $43 | 03/31/2024 |
CCOR | 1,629 | $43 | 03/31/2024 |
Arvest Investments Inc. | 1,200 | $32 | 03/31/2024 |
CCOR | 1,200 | $32 | 03/31/2024 |
UBS Group AG | 734 | $20 | 12/31/2023 |
CCOR | 734 | $20 | 12/31/2023 |
Morgan Stanley | 534 | $15 | 12/31/2023 |
CCOR | 534 | $15 | 12/31/2023 |
Geneos Wealth Management Inc. | 397 | $11 | 12/31/2023 |
CCOR | 397 | $11 | 12/31/2023 |
Aptus Capital Advisors LLC | 250 | $7 | 12/31/2023 |
CCOR | 250 | $7 | 12/31/2023 |
South State CORP. | 234 | $6 | 12/31/2023 |
CCOR | 234 | $6 | 12/31/2023 |
TD Waterhouse Canada Inc. | 219 | $6 | 12/31/2023 |
CCOR | 219 | $6 | 12/31/2023 |
Hollencrest Capital Management | 35 | $1 | 12/31/2023 |
CCOR | 35 | $1 | 12/31/2023 |
Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
CCOR | 0 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
CCOR | 0 | $0 | 12/31/2023 |
Qube Research & Technologies Ltd | 10 | $0 | 12/31/2023 |
CCOR | 10 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CCOR
See Details: Top 10 Hedge Funds Holding CCOR
Also See: CCOR Holdings Changes
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