Who Owns CORE ALTERNATIVE ETF (CCOR)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $7.6M of CORE ALTERNATIVE ETF (CCOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: CAPTRUST FINANCIAL ADVISORS ($3.5M), Focus Partners Wealth ($1.7M), Beacon Pointe Advisors, LLC ($718,058), Hilltop Holdings Inc. ($642,526), OLD MISSION CAPITAL LLC ($245,946). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | $3.5M | 139,263 | Trimmed |
| 2 | Focus Partners Wealth | $1.7M | 68,660 | Trimmed |
| 3 | Beacon Pointe Advisors, LLC | $718,058 | 28,349 | Trimmed |
| 4 | Hilltop Holdings Inc. | $642,526 | 25,367 | Trimmed |
| 5 | OLD MISSION CAPITAL LLC | $245,946 | 9,710 | Trimmed |
| 6 | WADDELL & ASSOCIATES, LLC | $240,374 | 9,490 | Hold |
| 7 | Integrated Advisors Network LLC | $223,632 | 8,829 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $209,954 | 8,289 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $29,939 | 1,182 | Added |
| 10 | BESSEMER GROUP INC | $13,000 | 512 | Hold |
| 11 | UBS Group AG | $6,484 | 256 | Added |
| 12 | Aptus Capital Advisors, LLC | $6,332 | 250 | Hold |
| 13 | TD Waterhouse Canada Inc. | $5,576 | 219 | Hold |
| 14 | NewEdge Advisors, LLC | $5,066 | 200 | Hold |
| 15 | Integrated Wealth Concepts LLC | $3,800 | 150 | New |
| 16 | Smartleaf Asset Management LLC | $3,001 | 118 | Hold |
| 17 | Private Wealth Asset Management, LLC | $2,383 | 94 | Trimmed |
| 18 | IFP Advisors, Inc | $1,570 | 62 | Hold |
| 19 | Qube Research & Technologies Ltd | $1,190 | 47 | Hold |
| 20 | WELLS FARGO & COMPANY/MN | $23 | 1 | Hold |
| 21 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 22 | FOCUSED ALPHA, LLC | $0 | 0 | Exited |
| 23 | JONES FINANCIAL COMPANIES LLLP | $0 | 0 | Exited |
| 24 | MORGAN STANLEY | $0 | 0 | Exited |
| 25 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30