AI Holders Summary · Q1 2026

21 institutions reported CCOR in Q1 2026. CWM, LLC leads at 54.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

CWM, LLC

CIK 0001535847

$9M333K0.02%Q1 2026 02

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$4M139K0.01%Q2 2026 03

Focus Partners Wealth

CIK 0001542153

$2M69K0.00%Q2 2026 04

Beacon Pointe Advisors, LLC

CIK 0001744317

$718K28K0.00%Q2 2026 05

Hilltop Holdings Inc.

CIK 0001265131

$643K25K0.05%Q2 2026 06

OLD MISSION CAPITAL LLC

CIK 0001455915

$246K10K0.00%Q2 2026 07

WADDELL & ASSOCIATES, LLC

CIK 0001776757

$240K9K0.01%Q2 2026 08

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$210K8K0.00%Q2 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$30K1K0.00%Q2 2026 10

BESSEMER GROUP INC

CIK 0001054074

$13K5120.00%Q1 2026 11

UBS Group AG

CIK 0001610520

$6K2560.00%Q2 2026 12

Aptus Capital Advisors, LLC

CIK 0001664193

$6K2500.00%Q2 2026 13

TD Waterhouse Canada Inc.

CIK 0001999606

$5K2190.00%Q3 2026 14

NewEdge Advisors, LLC

CIK 0001633516

$5K2000.00%Q2 2026 15

Smartleaf Asset Management LLC

CIK 0002010393

$3K1180.00%Q2 2026 16

Motiv8 Investments LLC

CIK 0002024873

$3K1320.00%Q4 2025 17

Private Wealth Asset Management, LLC

Qube Research & Technologies Ltd

CIK 0001729829

$1K470.00%Q2 2026 20

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2310.00%Q2 2026

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