Signals

← Signals

☆CORO

403 in-universe funds with a nonzero position in CORO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#850
Score / z0.129 / 0.14
Consensus160.60 over 370 funds
Momentum-0.06 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-2%
Short interest-11% / 1.0d

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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,832.9 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 471.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 210.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 199.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 153.7 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 152.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 141.2 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 127.4 5.1% 2 -0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 126.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 107.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 102.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 102.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 98.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 96.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 87.9 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 85.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 72.3 6.6% 2 +0.4 pp +6.6 pp +6.6 pp +6.6 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 69.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 68.3 4.0% 2 +0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 66.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆JB Capital LLC CIK 0001879371 0.629 280 63.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 55.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 52.0 8.5% 2 -0.0 pp +8.5 pp +8.5 pp +8.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 50.8 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 47.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 44.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 39.4 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆MA Private Wealth CIK 0001767474 0.750 88 39.2 5.8% 2 +1.3 pp +5.8 pp +5.8 pp +5.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 37.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 36.8 5.5% 2 +1.4 pp +5.5 pp +5.5 pp +5.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 36.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 34.6 4.8% 2 -0.0 pp +4.8 pp +4.8 pp +4.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 34.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 33.2 7.1% 2 +0.2 pp +7.1 pp +7.1 pp +7.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 31.7 6.2% 2 +0.6 pp +6.2 pp +6.2 pp +6.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 30.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Embree Financial Group CIK 0002020860 0.466 283 28.0 2.8% 4 +1.1 pp +2.7 pp +2.7 pp +2.8 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 27.5 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 27.3 11.1% 2 +1.0 pp +11.1 pp +11.1 pp +11.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 25.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 24.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 24.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 23.1 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 23.0 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆EQ LLC CIK 0001757605 0.412 87 22.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 20.6 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 19.6 2.4% 2 +1.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 18.7 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 18.1 5.1% 2 +0.3 pp +5.1 pp +5.1 pp +5.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 18.0 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 17.7 2.6% 2 +2.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 17.0 3.9% 2 +2.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 17.0 3.0% 5 +1.1 pp +1.5 pp +1.9 pp +2.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 16.9 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 16.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 16.6 5.6% 2 +5.4 pp +5.6 pp +5.6 pp +5.6 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 16.2 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 15.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 14.9 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 14.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 13.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 13.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Town Capital LLC CIK 1871352 0.216 75 13.6 8.6% 2 +1.8 pp +8.6 pp +8.6 pp +8.6 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 13.5 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 13.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 12.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 12.9 8.7% 2 +1.3 pp +8.7 pp +8.7 pp +8.7 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 12.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 12.6 2.2% 2 +2.0 pp +2.2 pp +2.2 pp +2.2 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 12.3 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 12.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 11.9 3.7% 2 +1.4 pp +3.7 pp +3.7 pp +3.7 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 11.7 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 11.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Daviman Financial, LLC CIK 0002104394 0.176 92 10.8 6.0% 2 +2.6 pp +6.0 pp +6.0 pp +6.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 10.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 10.4 5.3% 2 +1.0 pp +5.3 pp +5.3 pp +5.3 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 10.1 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 10.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 9.6 2.5% 2 +2.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 9.3 4.2% 2 +0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆SWMG, LLC CIK 0001839255 0.473 100 8.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 8.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 8.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 8.4 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 8.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 8.3 7.0% 2 -0.1 pp +7.0 pp +7.0 pp +7.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 7.6 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 7.6 1.7% 2 +0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 7.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 7.5 1.2% 2 +1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 7.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 7.3 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 7.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 7.1 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Steelhead Wealth Management LLC CIK 2140776 0.166 96 7.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 6.9 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 6.7 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 6.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 6.0 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 6.0 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Invst, LLC CIK 0001867587 0.314 343 5.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 5.5 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 5.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.9 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 4.9 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 4.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Bedminster, LLC CIK 0002087564 0.451 51 4.6 4.0% 2 +0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 4.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 4.3 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 4.3 3.1% 2 +2.8 pp +3.1 pp +3.1 pp +3.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARWA LLC CIK 0002113621 0.167 139 4.3 1.8% 2 +1.6 pp +1.8 pp +1.8 pp +1.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 4.1 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chatterton & Associates Inc. CIK 0002102688 0.174 101 4.0 2.3% 2 +0.1 pp +2.3 pp +2.3 pp +2.3 pp
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☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aegis Wealth Management, Inc. CIK 0002096565 0.117 119 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisor Network LLC CIK 0002131047 0.324 183 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mosaic Advisors LLC CIK 0001808523 0.172 35 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellment Financial CIK 0001940000 0.000 37 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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