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Funds Holding CCOR

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Institutional & Family Asset Management LLC1,874,269$51,524 12/31/2023
     CCOR1,874,269$51,524 12/31/2023
APCM Wealth Management for Individuals719,615$19,049 03/31/2024
     CCOR719,615$19,049 03/31/2024
Alaska Permanent Capital Management553,849$14,683 03/31/2024
     CCOR553,849$14,683 03/31/2024
Envestnet Asset Management Inc.512,472$14,088 12/31/2023
     CCOR512,472$14,088 12/31/2023
Petra Financial Advisors Inc.234,720$6,213 03/31/2024
     CCOR234,720$6,213 03/31/2024
Strategic Blueprint LLC217,346$5,753 03/31/2024
     CCOR217,346$5,753 03/31/2024
Captrust Financial Advisors199,501$5,484 12/31/2023
     CCOR199,501$5,484 12/31/2023
CWM LLC190,387$5,040 03/31/2024
     CCOR190,387$5,040 03/31/2024
Hilltop Holdings Inc.157,357$4,326 12/31/2023
     CCOR157,357$4,326 12/31/2023
Royal Bank of Canada123,744$3,403 12/31/2023
     CCOR123,744$3,403 12/31/2023
Envestnet Portfolio Solutions Inc.87,463$2,404 12/31/2023
     CCOR87,463$2,404 12/31/2023
Philip James Wealth Mangement LLC86,170$2,369 12/31/2023
     CCOR86,170$2,369 12/31/2023
First Citizens Bank & Trust Co.77,460$2,050 03/31/2024
     CCOR77,460$2,050 03/31/2024
Susquehanna International Group LLP48,305$1,328 12/31/2023
     CCOR48,305$1,328 12/31/2023
Capital Planning LLC38,768$1,026 03/31/2024
     CCOR38,768$1,026 03/31/2024
IFP Advisors Inc36,882$1,014 12/31/2023
     CCOR36,882$1,014 12/31/2023
Waddell & Associates LLC35,490$976 12/31/2023
     CCOR35,490$976 12/31/2023
Colony Group LLC32,633$897 12/31/2023
     CCOR32,633$897 12/31/2023
Beacon Pointe Advisors LLC30,662$843 12/31/2023
     CCOR30,662$843 12/31/2023
Integrated Advisors Network LLC27,266$750 12/31/2023
     CCOR27,266$750 12/31/2023
OLD Mission Capital LLC25,053$689 12/31/2023
     CCOR25,053$689 12/31/2023
Advisor Group Holdings Inc.23,453$645 12/31/2023
     CCOR23,453$645 12/31/2023
IFG Advisory LLC19,416$534 12/31/2023
     CCOR19,416$534 12/31/2023
Legacy Capital Wealth Partners LLC18,176$500 12/31/2023
     CCOR18,176$500 12/31/2023
Smart Portfolios LLC18,314$492 12/31/2023
     CCOR18,314$492 12/31/2023
Flagship Harbor Advisors LLC14,219$376 03/31/2024
     CCOR14,219$376 03/31/2024
LPL Financial LLC13,248$364 12/31/2023
     CCOR13,248$364 12/31/2023
GWM Advisors LLC13,198$363 12/31/2023
     CCOR13,198$363 12/31/2023
Cooper Financial Group11,936$316 03/31/2024
     CCOR11,936$316 03/31/2024
Citadel Advisors LLC $316 12/31/2023
     CCOR12,013$330 12/31/2023
     Put500$14 12/31/2023
Equitable Holdings Inc.10,716$295 12/31/2023
     CCOR10,716$295 12/31/2023
Jane Street Group LLC7,331$202 12/31/2023
     CCOR7,331$202 12/31/2023
Comerica Bank4,316$119 12/31/2023
     CCOR4,316$119 12/31/2023
Tradition Wealth Management LLC4,128$113 12/31/2023
     CCOR4,128$113 12/31/2023
Steward Partners Investment Advisory LLC3,429$94 12/31/2023
     CCOR3,429$94 12/31/2023
Advisory Services Network LLC1,727$47 12/31/2023
     CCOR1,727$47 12/31/2023
Northwest Capital Management Inc1,629$43 03/31/2024
     CCOR1,629$43 03/31/2024
Arvest Investments Inc.1,200$32 03/31/2024
     CCOR1,200$32 03/31/2024
UBS Group AG734$20 12/31/2023
     CCOR734$20 12/31/2023
Morgan Stanley534$15 12/31/2023
     CCOR534$15 12/31/2023
Geneos Wealth Management Inc.397$11 12/31/2023
     CCOR397$11 12/31/2023
Aptus Capital Advisors LLC250$7 12/31/2023
     CCOR250$7 12/31/2023
South State CORP.234$6 12/31/2023
     CCOR234$6 12/31/2023
TD Waterhouse Canada Inc.219$6 12/31/2023
     CCOR219$6 12/31/2023
Hollencrest Capital Management35$1 12/31/2023
     CCOR35$1 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     CCOR0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     CCOR0$0 12/31/2023
Qube Research & Technologies Ltd10$0 12/31/2023
     CCOR10$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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