LISTED FDS TR

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CCOR·53656F847·US·ETF·Unknown - Unknown

CCOR (LISTED FDS TR) is held by 14 institutional investors as of Q1 2026. Largest holders: CAPTRUST FINANCIAL ADVISORS ($3.8M), Focus Partners Wealth ($1.8M), Beacon Pointe Advisors, LLC ($774,072). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CAPTRUST FINANCIAL ADVISORS	Increased	143,859(+3.4%)	$3.8M	0.0%	-3.54%	28
FWFocus Partners Wealth	Decreased	68,709(-2.7%)	$1.8M	0.0%	-1.78%	0
Beacon Pointe Advisors, LLC	Increased	29,691(+15.4%)	$774,072	0.0%	-3.02%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	9,342(-85.5%)	$243,554	0.0%	-1.08%	0
MORGAN STANLEY	Increased	3,900(+962.7%)	$101,677	0.0%	-4.09%	24
Aptus Capital Advisors, LLC	Unchanged	250	$6,518	0.0%	-3.68%	0
TD Waterhouse Canada Inc.	Unchanged	219	$5,679	0.0%	-10.53%	0
NewEdge Advisors, LLC	Unchanged	200	$5,214	0.0%	-2.88%	0
JONES FINANCIAL COMPANIES LLLP	New	195	$5,071	0.0%	-4.21%	23
OSAIC HOLDINGS, INC.	Unchanged	50	$1,304	0.0%	-11.42%	0
Qube Research & Technologies Ltd	New	47	$1,225	0.0%	-4.21%	17
UBS Group AG	New	30	$782	0.0%	-4.21%	17
JPMORGAN CHASE & CO	Unchanged	8	$207	0.0%	-1.78%	0
WELLS FARGO & COMPANY/MN	Increased	1	$26	0.0%	-4.21%	8
Rockefeller Capital Management L.P.	Exited	0(-100.0%)	$4.2M	0.0%	+2.58%	0
ENVESTNET ASSET MANAGEMENT INC	Exited	0(-100.0%)	$4.3M	0.0%	-3.75%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer