Security record · archived quarter
CCOR
name pending profile ingest
11Tracked holders
0Δ holders
937.00KShares held
$24.60MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 339.86K | — | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 162.02K | — | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 160.19K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Captrust Financial Advisors | 139.19K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Focus Partners Wealth | 70.63K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 64.45K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 367 | 0.0% | $9,645 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 367 | 0.0% | $9,645 | 0.0% | Held | 2 | SEC ↗ |
| 9 | TD Waterhouse Canada Inc. | 219 | — | $5,733 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 50 | — | $1,312 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 8 | New | $210 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 0 | — | $4 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $210 | 0.0% |
Exited
| Goldman Sachs Group | $419,062 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 816.02K shares, $21.26M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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