KORP Institutional Ownership
American Century Diversified Corporate Bond ETF
1W: -1.0%
1M: -2.7%
3M: -5.0%
YTD: -5.7%
1Y: -5.6%
3Y: +12.3%
5Y: +0.8%
$44.35
-0.07 (-0.16%)
Weekly Expected Move ±0.8%
$44
$44
$44
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — KORP
98
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
753M
Total Invested
14
New Positions
45
Increased
30
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (103 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,934,215 | $130M | +834,658 | +39.8% | 31Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 1,757,456 | $78M | +767,701 | +77.6% | 9Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,521,596 | $67M | -83,429 | -5.2% | 25Q | SEC ↗ |
| 4 | AMERICAN CENTURY COMPANIES INC | 1,185,557 | $53M | +3 | +0.0% | 15Q | SEC ↗ |
| 5 | Atria Investments, Inc | 1,046,955 | $46M | +55,203 | +5.6% | 5Q | SEC ↗ |
| 6 | Gallagher Fiduciary Advisors, LLC | 804,960 | $36M | +104,392 | +14.9% | 5Q | SEC ↗ |
| 7 | LPL Financial LLC | 802,729 | $36M | -70,031 | -8.0% | 27Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 776,558 | $34M | +118,728 | +18.0% | 7Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 769,891 | $34M | +198,121 | +34.7% | 9Q | SEC ↗ |
| 10 | Modern Wealth Management, LLC NEW | 639,520 | $28M | — | +0.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 440,074 | $20M | +114,270 | +35.1% | 12Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 299,473 | $13M | +23,051 | +8.3% | 7Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 272,209 | $12M | +13,867 | +5.4% | 30Q | SEC ↗ |
| 14 | Private Advisor Group, LLC | 266,102 | $12M | +3,820 | +1.5% | 9Q | SEC ↗ |
| 15 | Snowden Capital Advisors LLC | 231,529 | $10M | +9,199 | +4.1% | 3Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 207,687 | $9M | +29,890 | +16.8% | 6Q | SEC ↗ |
| 17 | Fifth Third Securities, Inc. | 185,522 | $8M | +18,435 | +11.0% | 7Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 166,662 | $7M | +15,718 | +10.4% | 11Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 156,736 | $7M | +10,479 | +7.2% | 26Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 155,964 | $7M | +2,068 | +1.3% | 8Q | SEC ↗ |
| 21 | J.W. COLE ADVISORS, INC. | 142,098 | $6M | +70,527 | +98.5% | 5Q | SEC ↗ |
| 22 | Dakota Wealth Management | 119,887 | $5M | +2,366 | +2.0% | 3Q | SEC ↗ |
| 23 | D.A. DAVIDSON & CO. | 94,697 | $4M | -955 | -1.0% | 11Q | SEC ↗ |
| 24 | VICTORY FINANCIAL GROUP, LLC | 82,332 | $4M | +13,846 | +20.2% | 2Q | SEC ↗ |
| 25 | Networth Advisors, LLC | 76,787 | $3M | +9,072 | +13.4% | 3Q | SEC ↗ |
| 26 | Pinnacle Financial Partners, Inc. NEW | 56,005 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Flaharty Asset Management, LLC | 55,973 | $2M | -620,610 | -91.7% | 30Q | SEC ↗ |
| 28 | OneDigital Investment Advisors LLC | 52,850 | $2M | +1,300 | +2.5% | 5Q | SEC ↗ |
| 29 | Vestmark Advisory Solutions, Inc. | 50,989 | $2M | -7,646 | -13.0% | 2Q | SEC ↗ |
| 30 | ELEVATION POINT WEALTH PARTNERS, LLC | 50,989 | $2M | -7,646 | -13.0% | 2Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 46,242 | $2M | +8,865 | +23.7% | 6Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP | 37,686 | $2M | +12,772 | +51.3% | 2Q | SEC ↗ |
| 33 | TME FINANCIAL, INC. | 36,876 | $2M | +7,736 | +26.5% | 7Q | SEC ↗ |
| 34 | Retirement Planning Group, LLC | 36,617 | $2M | -26,544 | -42.0% | 4Q | SEC ↗ |
| 35 | CITADEL ADVISORS LLC | 35,999 | $2M | -46,664 | -56.5% | 2Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 32,849 | $1M | +4,670 | +16.6% | 7Q | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 30,258 | $1M | +6 | +0.0% | 4Q | SEC ↗ |
| 38 | KESTRA PRIVATE WEALTH SERVICES, LLC NEW | 26,000 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Allied Private Wealth LLC NEW | 25,733 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Southland Equity Partners LLC | 22,410 | $994K | -704 | -3.0% | 22Q | SEC ↗ |
| 41 | Independent Advisor Alliance | 21,495 | $953K | -8,778 | -29.0% | 10Q | SEC ↗ |
| 42 | Camarda Financial Advisors, LLC | 21,185 | $940K | +1,321 | +6.7% | 6Q | SEC ↗ |
| 43 | Comprehensive Wealth Management, LLC | 20,651 | $916K | -46,354 | -69.2% | 5Q | SEC ↗ |
| 44 | PARTNERS WEALTH MANAGEMENT, LLC | 18,830 | $835K | -174 | -0.9% | 7Q | SEC ↗ |
| 45 | Joseph P. Lucia & Associates, LLC | 18,804 | $834K | +2,592 | +16.0% | 7Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 17,404 | $772K | +3,191 | +22.5% | 14Q | SEC ↗ |
| 47 | First Bank & Trust | 14,976 | $664K | +3,613 | +31.8% | 4Q | SEC ↗ |
| 48 | Nova Wealth Management, Inc. | 14,861 | $659K | -9,566 | -39.2% | 5Q | SEC ↗ |
| 49 | Western Wealth Management, LLC | 13,723 | $609K | -362 | -2.6% | 4Q | SEC ↗ |
| 50 | Legacy Wealth Partners, LLC | 11,769 | $522K | +126 | +1.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Modern Wealth Management, LLC | 639,520 | $28M |
| Pinnacle Financial Partners, Inc. | 56,005 | $2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 26,000 | $1M |
| Allied Private Wealth LLC | 25,733 | $1M |
| TRUIST FINANCIAL CORP | 8,500 | $377K |
| BENJAMIN EDWARDS INC | 6,614 | $293K |
| Janney Montgomery Scott LLC | 5,686 | $252K |
| Cetera Investment Advisers | 4,567 | $203K |
| Integrated Wealth Concepts LLC | 3,119 | $138K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,100 | $49K |
| Global Retirement Partners, LLC | 610 | $27K |
| Cape Investment Advisory, Inc. | 300 | $13K |
| Quest 10 Wealth Builders, Inc. | 119 | $5K |
| Arax Advisory Partners | 20 | $1K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cooper Capital Advisors LLC | 255,055 | $11M |
| Baer Investment Advisory LLC | 68,486 | $3M |
| JANE STREET GROUP, LLC | 60,801 | $3M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 43,120 | $2M |
| LEIGH BALDWIN & CO., LLC | 27,371 | $1M |
| Mariner, LLC | 15,723 | $697K |
| Fortis Group Advisors, LLC | 7,260 | $322K |
| IHT Wealth Management, LLC | 5,054 | $224K |
| Greenline Wealth Management LLC | 218 | $10K |
| Meramec Financial Planners, LLC | 184 | $8K |
| Decker Retirement Planning Inc. | 104 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +834,658 | +39.8% | 2,934,215 |
| PNC Financial Services Group, Inc. | +767,701 | +77.6% | 1,757,456 |
| WELLS FARGO & COMPANY/MN | +198,121 | +34.7% | 769,891 |
| AMERIPRISE FINANCIAL INC | +118,728 | +18.0% | 776,558 |
| UBS Group AG | +114,270 | +35.1% | 440,074 |
| Gallagher Fiduciary Advisors, LLC | +104,392 | +14.9% | 804,960 |
| J.W. COLE ADVISORS, INC. | +70,527 | +98.5% | 142,098 |
| Atria Investments, Inc | +55,203 | +5.6% | 1,046,955 |
| BANK OF AMERICA CORP /DE | +29,890 | +16.8% | 207,687 |
| RAYMOND JAMES FINANCIAL INC | +23,051 | +8.3% | 299,473 |
| Fifth Third Securities, Inc. | +18,435 | +11.0% | 185,522 |
| Kestra Advisory Services, LLC | +15,718 | +10.4% | 166,662 |
| ROYAL BANK OF CANADA | +13,867 | +5.4% | 272,209 |
| VICTORY FINANCIAL GROUP, LLC | +13,846 | +20.2% | 82,332 |
| STIFEL FINANCIAL CORP | +12,772 | +51.3% | 37,686 |
| OSAIC HOLDINGS, INC. | +10,479 | +7.2% | 156,736 |
| Snowden Capital Advisors LLC | +9,199 | +4.1% | 231,529 |
| Networth Advisors, LLC | +9,072 | +13.4% | 76,787 |
| JONES FINANCIAL COMPANIES LLLP | +8,865 | +23.7% | 46,242 |
| TME FINANCIAL, INC. | +7,736 | +26.5% | 36,876 |