CORO Institutional Ownership
iShares International Country Rotation Active ETF
1W: -0.1%
1M: -2.6%
3M: +2.8%
YTD: +1.4%
$35.68
+0.37 (+1.05%)
Weekly Expected Move ±1.6%
$34
$35
$35
$36
$36
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
Dividends
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Institutional Ownership — CORO
413
Institutional Holders
+193 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
200
New Positions
185
Increased
26
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (419 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 50,080,513 | 1.8B | +48,366,181 | +2821.3% | 2Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 17,966,600 | 641M | +2,523,095 | +16.3% | 2Q | SEC ↗ |
| 3 | CWM, LLC NEW | 16,208,136 | 578M | — | +0.0% | 1Q | SEC ↗ |
| 4 | LPL Financial LLC NEW | 12,884,432 | 460M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Merit Financial Group, LLC | 5,742,774 | 205M | +761,397 | +15.3% | 2Q | SEC ↗ |
| 6 | MORGAN STANLEY NEW | 5,446,981 | 194M | — | +0.0% | 1Q | SEC ↗ |
| 7 | PARK AVENUE SECURITIES LLC | 4,299,492 | 153M | +4,281,259 | +23480.8% | 2Q | SEC ↗ |
| 8 | Envestnet Portfolio Solutions, Inc. | 4,199,757 | 150M | +4,181,318 | +22676.5% | 2Q | SEC ↗ |
| 9 | OneDigital Investment Advisors LLC | 4,167,088 | 149M | +241,016 | +6.1% | 2Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC | 3,856,635 | 138M | +3,796,934 | +6359.9% | 2Q | SEC ↗ |
| 11 | SOFI WEALTH, LLC | 3,481,503 | 124M | +169,719 | +5.1% | 2Q | SEC ↗ |
| 12 | Foundations Investment Advisors, LLC | 3,464,938 | 124M | +312,381 | +9.9% | 2Q | SEC ↗ |
| 13 | Cetera Investment Advisers NEW | 2,947,493 | 105M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 2,809,906 | 100M | +512,946 | +22.3% | 2Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 2,789,325 | 100M | +2,293,424 | +462.5% | 2Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 2,694,037 | 96M | +333,483 | +14.1% | 2Q | SEC ↗ |
| 17 | Arax Advisory Partners | 2,633,020 | 94M | +2,089,985 | +384.9% | 2Q | SEC ↗ |
| 18 | Janney Montgomery Scott LLC NEW | 2,487,698 | 89M | — | +0.0% | 1Q | SEC ↗ |
| 19 | C2P Capital Advisory Group, LLC d.b.a. | 2,402,506 | 86M | +145,615 | +6.5% | 2Q | SEC ↗ |
| 20 | AE Wealth Management LLC | 2,346,094 | 84M | +130,536 | +5.9% | 2Q | SEC ↗ |
| 21 | Thrivent Financial for Lutherans | 2,228,781 | 80M | +447,795 | +25.1% | 2Q | SEC ↗ |
| 22 | Goldstein Advisors, LLC | 1,975,843 | 70M | +245,929 | +14.2% | 2Q | SEC ↗ |
| 23 | Triad Wealth Partners, LLC | 1,902,690 | 68M | +482,324 | +34.0% | 2Q | SEC ↗ |
| 24 | Advocacy Wealth Management, LLC NEW | 1,889,296 | 67M | — | +0.0% | 1Q | SEC ↗ |
| 25 | CreativeOne Wealth, LLC | 1,806,369 | 64M | +97,822 | +5.7% | 2Q | SEC ↗ |
| 26 | JB Capital LLC NEW | 1,733,667 | 62M | — | +0.0% | 1Q | SEC ↗ |
| 27 | BlackRock, Inc. | 1,505,778 | 54M | +1,364,925 | +969.0% | 7Q | SEC ↗ |
| 28 | West Wealth Group, LLC | 1,421,104 | 51M | +78,747 | +5.9% | 2Q | SEC ↗ |
| 29 | Ascent Group, LLC | 1,387,552 | 50M | +83,997 | +6.4% | 2Q | SEC ↗ |
| 30 | Cerity Partners LLC | 1,289,022 | 46M | +17,629 | +1.4% | 2Q | SEC ↗ |
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC NEW | 1,206,181 | 43M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Pettinga Financial Advisors LLC | 1,076,072 | 38M | +83,893 | +8.5% | 2Q | SEC ↗ |
| 33 | MA Private Wealth | 1,070,099 | 38M | +245,104 | +29.7% | 2Q | SEC ↗ |
| 34 | Vise Technologies, Inc. NEW | 1,026,540 | 37M | — | +0.0% | 1Q | SEC ↗ |
| 35 | MCMORGAN & CO LLC | 1,006,205 | 36M | +211,702 | +26.6% | 2Q | SEC ↗ |
| 36 | Vestmark Advisory Solutions, Inc. NEW | 985,631 | 35M | — | +0.0% | 1Q | SEC ↗ |
| 37 | STIFEL FINANCIAL CORP NEW | 962,909 | 34M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Security Financial Services, INC. | 945,130 | 34M | -1,037 | -0.1% | 2Q | SEC ↗ |
| 39 | Integrated Wealth Concepts LLC | 934,314 | 33M | +75,159 | +8.7% | 2Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 912,834 | 33M | +735,242 | +414.0% | 2Q | SEC ↗ |
| 41 | Kelly Financial Services LLC | 906,269 | 32M | +14,384 | +1.6% | 2Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA NEW | 875,862 | 31M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Detalus Advisors, LLC | 865,014 | 31M | +107,537 | +14.2% | 2Q | SEC ↗ |
| 44 | Atria Investments, Inc | 818,831 | 29M | +657,417 | +407.3% | 2Q | SEC ↗ |
| 45 | Embree Financial Group | 765,192 | 27M | +315,007 | +70.0% | 4Q | SEC ↗ |
| 46 | Horst & Graben Wealth Management LLC | 762,762 | 27M | +19,489 | +2.6% | 2Q | SEC ↗ |
| 47 | Midwest Capital Advisors, LLC | 745,014 | 27M | +72,487 | +10.8% | 2Q | SEC ↗ |
| 48 | Plancorp, LLC NEW | 705,853 | 25M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Perigon Wealth Management, LLC | 665,387 | 24M | +51,887 | +8.5% | 2Q | SEC ↗ |
| 50 | Arkadios Wealth Advisors | 664,200 | 24M | +235,205 | +54.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CWM, LLC | 16,208,136 | 578M |
| LPL Financial LLC | 12,884,432 | 460M |
| MORGAN STANLEY | 5,446,981 | 194M |
| Cetera Investment Advisers | 2,947,493 | 105M |
| Janney Montgomery Scott LLC | 2,487,698 | 89M |
| Advocacy Wealth Management, LLC | 1,889,296 | 67M |
| JB Capital LLC | 1,733,667 | 62M |
| UNITED CAPITAL FINANCIAL ADVISORS, | 1,206,181 | 43M |
| Vise Technologies, Inc. | 1,026,540 | 37M |
| Vestmark Advisory Solutions, Inc. | 985,631 | 35M |
| STIFEL FINANCIAL CORP | 962,909 | 34M |
| ROYAL BANK OF CANADA | 875,862 | 31M |
| Plancorp, LLC | 705,853 | 25M |
| EQ LLC | 613,786 | 22M |
| TRUIST FINANCIAL CORP | 595,527 | 21M |
| &PARTNERS | 434,646 | 16M |
| Avid Wealth Partners LLC | 380,176 | 14M |
| Marks Group Wealth Management, Inc | 354,960 | 13M |
| Stone House Investment Management, | 353,362 | 13M |
| Patton Albertson Miller Group, LLC | 349,803 | 12M |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 54,267 | 2M |
| Mosaic Advisors LLC | 24,305 | 867K |
| Pacific Excel Wealth Advisors, Inc. | 24,128 | 861K |
| Investor's Fiduciary Advisor Networ | 23,629 | 843K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,614 | 414K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +48,366,181 | +2821.3% | 50,080,513 |
| PARK AVENUE SECURITIES LLC | +4,281,259 | +23480.8% | 4,299,492 |
| Envestnet Portfolio Solutions, Inc. | +4,181,318 | +22676.5% | 4,199,757 |
| MML INVESTORS SERVICES, LLC | +3,796,934 | +6359.9% | 3,856,635 |
| JPMORGAN CHASE & CO | +2,523,095 | +16.3% | 17,966,600 |
| Bank of New York Mellon Corp | +2,293,424 | +462.5% | 2,789,325 |
| Arax Advisory Partners | +2,089,985 | +384.9% | 2,633,020 |
| BlackRock, Inc. | +1,364,925 | +969.0% | 1,505,778 |
| Merit Financial Group, LLC | +761,397 | +15.3% | 5,742,774 |
| NewEdge Advisors, LLC | +735,242 | +414.0% | 912,834 |
| Atria Investments, Inc | +657,417 | +407.3% | 818,831 |
| Cambridge Investment Research Advis | +546,188 | +577.0% | 640,842 |
| Sanctuary Advisors, LLC | +512,946 | +22.3% | 2,809,906 |
| Icon Wealth Advisors, LLC | +491,240 | +674.2% | 564,102 |
| Triad Wealth Partners, LLC | +482,324 | +34.0% | 1,902,690 |
| Ancora Advisors LLC | +462,287 | +288929.4% | 462,447 |
| Thrivent Financial for Lutherans | +447,795 | +25.1% | 2,228,781 |
| Landing Point Financial Group, LLC | +440,347 | +3704.1% | 452,235 |
| Farther Finance Advisors, LLC | +394,334 | +1013.2% | 433,252 |
| Beacon Capital Management, LLC | +392,381 | +428.7% | 483,900 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Scarborough Advisors, LLC | -879,110 | -96.8% | 28,760 |
| Claro Advisors Inc. | -104,674 | -22.1% | 368,231 |
| Stokes Family Office, LLC | -42,252 | -12.2% | 302,719 |
| Patriot Financial Group Insurance A | -40,338 | -36.9% | 68,996 |
| Integrated Advisors Network LLC | -36,050 | -19.9% | 145,258 |
| Lansing Street Advisors | -33,552 | -14.4% | 200,056 |
| EP Wealth Advisors, LLC | -22,789 | -68.4% | 10,507 |
| JANE STREET GROUP, LLC | -20,052 | -46.8% | 22,828 |
| KICKSTAND VENTURES, LLC. | -11,506 | -34.8% | 21,565 |
| SWP FINANCIAL LLC | -4,174 | -2.5% | 163,833 |
| One Wealth Advisors, LLC | -2,818 | -0.6% | 443,776 |
| 5T Wealth, LLC | -1,427 | -0.9% | 162,580 |
| Kingdom Financial Group LLC. | -1,358 | -12.5% | 9,520 |
| Security Financial Services, INC. | -1,037 | -0.1% | 945,130 |
| Wellment Financial | -627 | -8.4% | 6,818 |
| GROUP ONE TRADING LLC | -600 | -75.0% | 200 |
| Parkway Wealth Management Group, LL | -448 | -1.9% | 23,001 |
| THEORY FINANCIAL LLC | -287 | -0.3% | 90,283 |
| Integrated Wealth Management | -229 | -0.4% | 62,019 |
| WealthPLAN Partners, LLC | -137 | -0.2% | 68,489 |