
American Century Diversified Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 65 institutional investors hold shares in this ETF, with total holdings valued at $693.9M. SRS Capital Advisors, Inc. is the largest holder with a position valued at $193.8M.
Overview of institutional ownership in KORP as of Q3 2025
Institutions with the largest positions in KORP as of Q3 2025
| Institution | Position Value |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $193.8M 2.81% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $75.0M 0.02% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $56.4M 0.03% of portfolio |
MORGAN STANLEY RIA/Wealth | $54.1M 0.00% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $46.9M 0.54% of portfolio |
Flaharty Asset Management, LLC RIA/Wealth | $30.4M 3.86% of portfolio |
Gallagher Fiduciary Advisors, LLC Pension/Endowment | $28.2M 1.04% of portfolio |
L LPL Financial LLC Institution | $27.3M 0.01% of portfolio |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $24.6M 0.01% of portfolio |
Comprehensive Wealth Management, LLC RIA/Wealth | $21.7M 15.39% of portfolio |
Institutional buying and selling activity for KORP in Q3 2025
| Institution | Net Bought |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | +$193.8M +3.2M shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | +$9.4M +197.9K shares |
Private Advisor Group, LLC RIA/Wealth | +$8.1M +170.4K shares |
AMERIPRISE FINANCIAL INC Institution | +$6.0M +125.6K shares |
LEIGH BALDWIN & CO., LLC RIA/Wealth | +$5.7M +152.4K shares |
Retirement Planning Group RIA/Wealth | +$5.4M +113.6K shares |
L LPL Financial LLC Institution | +$4.6M +95.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$4.0M +83.1K shares |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | +$3.5M +73.3K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.9M +61.9K shares |
| Institution | Net Sold |
|---|---|
Gallagher Fiduciary Advisors, LLC Pension/Endowment | −$17.6M −370.2K shares |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | −$9.8M −210.1K shares |
MORGAN STANLEY RIA/Wealth | −$4.2M −88.6K shares |
Comprehensive Wealth Management, LLC RIA/Wealth | −$3.2M −67.0K shares |
A AMERICAN CENTURY COMPANIES INC Institution | −$1.8M −36.8K shares |
Merit Financial Group, LLC RIA/Wealth | −$1.1M −23.3K shares |
Ballast, Inc. RIA/Wealth | −$744.7K −15.8K shares |
Fortis Group Advisors, LLC RIA/Wealth | −$572.3K −12.0K shares |
Larson Financial Group LLC RIA/Wealth | −$320.7K −6.7K shares |
Atomi Financial Group, Inc. RIA/Wealth | −$295.3K −6.3K shares |
Institutions that initiated new positions or completely exited KORP in Q3 2025
| Institution | Position Value |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $193.8M 3.2M shares |
Retirement Planning Group RIA/Wealth | $5.4M 113.6K shares |
Western Wealth Management, LLC RIA/Wealth | $693.1K 14.6K shares |
Cetera Investment Advisers RIA/Wealth | $425.8K 8.9K shares |
E Equity Wealth Partners, LLC RIA/Wealth | $343.7K 7.2K shares |
F First Bank & Trust Institution | $299.9K 6.3K shares |
OPPENHEIMER & CO INC RIA/Wealth | $279.3K 5.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $211.8K 4.5K shares |
Rockefeller Capital Management L.P. Long Only Manager | $24.5K 515.0 shares |
| Institution | Previous Position |
|---|---|
ARQ WEALTH ADVISORS, LLC RIA/Wealth | $9.8M 210.1K shares |
Ballast, Inc. RIA/Wealth | $744.7K 15.8K shares |
Atomi Financial Group, Inc. RIA/Wealth | $295.3K 6.3K shares |
Park Square Financial Group, LLC RIA/Wealth | $148.1K 3.1K shares |
Institutions with the largest Call and Put options positions in KORP as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with KORP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Comprehensive Wealth Management, LLC RIA/Wealth | 15.39% $21.7M |
Core Wealth Advisors, Inc. RIA/Wealth | 4.07% $15.4M |
Flaharty Asset Management, LLC RIA/Wealth | 3.86% $30.4M |
LEIGH BALDWIN & CO., LLC RIA/Wealth | 3.01% $6.5M |
SRS Capital Advisors, Inc. RIA/Wealth | 2.81% $193.8M |
T TME FINANCIAL, INC. Institution | 1.66% $2.2M |
Gallagher Fiduciary Advisors, LLC Pension/Endowment | 1.04% $28.2M |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | 0.98% $982.0K |
A ATRIA INVESTMENTS LLC Institution | 0.54% $46.9M |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | 0.48% $7.0M |
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