Signals

← Signals

☆CORO

206 in-universe funds with a nonzero position in CORO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1137
Score / z0.064 / 0.04
Consensus88.34 over 205 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆CWM, LLC CIK 0001535847 0.788 5645 521.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 160.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 126.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 106.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 101.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 75.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 73.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 72.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 71.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 55.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 55.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 54.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 45.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 43.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 41.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 40.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 31.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 30.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 29.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 28.6 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 27.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MA Private Wealth CIK 0001767474 0.750 88 26.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 25.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 25.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 24.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 22.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 21.6 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 20.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 19.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 17.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 15.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 15.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 15.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Embree Financial Group CIK 0002020860 0.466 283 14.5 1.7% 3 +1.6 pp +1.6 pp +1.7 pp +1.7 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 14.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 12.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 11.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 10.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 10.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 10.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 8.9 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 8.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Town Capital LLC CIK 1871352 0.216 75 8.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 8.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 8.4 1.9% 4 +0.4 pp +0.7 pp +1.1 pp +1.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 7.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 7.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 7.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 7.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 7.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 7.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 6.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 6.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 6.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 5.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 5.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 5.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 5.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 4.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 4.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 4.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 3.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.175 101 3.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 2.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Integrated Wealth Management CIK 0002113155 0.022 91 2.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARWA LLC CIK 0002113621 0.167 139 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CORO). Qtrs Held counts distinct quarters this fund has actually held CORO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CORO position size. Δ columns are the percentage-point change in CORO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status