Who Owns CORE ALTERNATIVE (CCOR)? -- Institutional Holders (2026-03-31)
30 institutions reported holding $21.3M of CORE ALTERNATIVE (CCOR) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($8.7M), CAPTRUST FINANCIAL ADVISORS ($3.8M), FOCUSED ALPHA, LLC ($2.9M), Focus Partners Wealth ($1.8M), Hilltop Holdings Inc. ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CWM, LLC | $8.7M | 332,642 | Trimmed |
| 2 | CAPTRUST FINANCIAL ADVISORS | $3.8M | 143,859 | Added |
| 3 | FOCUSED ALPHA, LLC | $2.9M | 112,983 | Hold |
| 4 | Focus Partners Wealth | $1.8M | 68,709 | Trimmed |
| 5 | Hilltop Holdings Inc. | $1.2M | 47,792 | Trimmed |
| 6 | Beacon Pointe Advisors, LLC | $774,072 | 29,691 | Added |
| 7 | OLD MISSION CAPITAL LLC | $752,197 | 28,852 | Trimmed |
| 8 | GTS SECURITIES LLC | $432,049 | 16,572 | Added |
| 9 | WADDELL & ASSOCIATES, LLC | $247,413 | 9,490 | Hold |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $243,554 | 9,342 | Trimmed |
| 11 | Integrated Advisors Network LLC | $232,996 | 8,937 | Added |
| 12 | MORGAN STANLEY | $101,677 | 3,900 | Added |
| 13 | Advisory Services Network, LLC | $38,507 | 1,477 | New |
| 14 | BESSEMER GROUP INC | $13,000 | 512 | Trimmed |
| 15 | Private Wealth Asset Management, LLC | $7,537 | 289 | Hold |
| 16 | Aptus Capital Advisors, LLC | $6,518 | 250 | Hold |
| 17 | TD Waterhouse Canada Inc. | $5,679 | 219 | Hold |
| 18 | JONES FINANCIAL COMPANIES LLLP | $5,071 | 195 | New |
| 19 | Smartleaf Asset Management LLC | $3,056 | 118 | Hold |
| 20 | IFP Advisors, Inc | $1,616 | 62 | Hold |
| 21 | OSAIC HOLDINGS, INC. | $1,304 | 50 | Hold |
| 22 | Qube Research & Technologies Ltd | $1,225 | 47 | New |
| 23 | UBS Group AG | $782 | 30 | New |
| 24 | JPMORGAN CHASE & CO | $207 | 8 | Hold |
| 25 | WELLS FARGO & COMPANY/MN | $26 | 1 | New |
Source: SEC Form 13F filings · as of 2026-03-31