Filing Research | CORZ - CORE SCIENTIFIC INC NEW Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Capelight Capital Asset Management LP	Shares	750.0KSH	$19.2M
2	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	441.9KSH	$11.3M
3	GATEWAY INVESTMENT ADVISERS LLC	Shares	363.4KSH	$9.3M
4	MOODY ALDRICH PARTNERS LLC	Shares	312.9KSH	$8.0M
5	BLUE JEAN FINANCIAL LLC	Shares	136.0KSH	$3.5M
6	Y-Intercept (Hong Kong) Ltd	Shares	128.7KSH	$3.3M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	123.6KSH	$3.2M
8	Police & Firemen's Retirement System of New Jersey	Shares	92.6KSH	$2.4M
9	Silverleafe Capital Partners, LLC	Shares	73.0KSH	$1.9M
10	REX Advisers, LLC	Shares	66.2KSH	$1.7M
11	MOODY NATIONAL BANK TRUST DIVISION	Shares	62.7KSH	$1.6M
12	GoalVest Advisory LLC	Shares	40.1KSH	$1.0M
13	TITLEIST ASSET MANAGEMENT, LLC	Shares	31.8KSH	$812.7K
14	LEE DANNER & BASS INC	Shares	27.8KSH	$712.7K
15	Brookstone Capital Management	Shares	22.7KSH	$581.5K
16	Duncan Williams Asset Management, LLC	Shares	21.7KSH	$555.2K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.1KSH	$543.2K
18	Reliant Investment Management, LLC	Shares	21.0KSH	$537.4K
19	OLD NATIONAL BANCORP /IN/	Shares	20.8KSH	$533.0K
20	GILPIN WEALTH MANAGEMENT, LLC	Shares	17.2KSH	$439.8K
21	Abel Hall, LLC	Shares	14.7KSH	$376.9K
22	Tactive Advisors, LLC	Shares	14.2KSH	$363.2K
23	ARK & TLK INVESTMENTS, LLC	Shares	14.0KSH	$358.3K
24	Synergy Asset Management, LLC	Shares	14.0KSH	$357.9K
25	Counterpoint Mutual Funds LLC	Shares	13.2KSH	$337.8K
26	Fortis Group Advisors, LLC	Shares	10.6KSH	$272.4K
27	Avior Wealth Management, LLC	Shares	10.3KSH	$264.0K
28	City State Bank	Shares	9.8KSH	$251.3K
29	WT Wealth Management	Shares	8.1KSH	$207.9K
30	Green Ridge Wealth Planning LLC	Shares	7.8KSH	$200.2K
31	REX Advisers, LLC	PUT	132.4KSH	$159.5K
32	HARBOR INVESTMENT ADVISORY, LLC	Shares	5.3KSH	$135.5K
33	SBI Securities Co., Ltd.	Shares	4.6KSH	$116.6K
34	Activest Wealth Management	Shares	4.0KSH	$102.4K
35	GAMMA Investing LLC	Shares	3.0KSH	$78.0K
36	HHM Wealth Advisors, LLC	Shares	1.9KSH	$49.3K
37	VIMA LLC	Shares	1.6KSH	$41.8K
38	CoreCap Advisors, LLC	Shares	1.4KSH	$36.5K
39	Farther Finance Advisors, LLC	Shares	1.3KSH	$33.2K
40	Oakworth Capital, Inc.	Shares	1.0KSH	$25.6K
41	Mirae Asset Global Investments Co., Ltd.	Shares	823SH	$21.1K
42	Atlantic Edge Private Wealth Management, LLC	Shares	575SH	$14.7K
43	Versant Capital Management, Inc	Shares	538SH	$13.8K
44	FIRST HORIZON CORP	Shares	498SH	$12.7K
45	Owl Creek Wealth Partners LLC	Shares	405SH	$10.4K
46	Curated Wealth Partners LLC	Shares	10.0KSH	$10.2K
47	E Fund Management (Hong Kong) Co., Ltd.	Shares	362SH	$9.3K
48	REX Advisers, LLC	CALL	132.4KSH	$8.6K
49	SIGNATUREFD, LLC	Shares	303SH	$7.8K
50	SOA Wealth Advisors, LLC.	Shares	252SH	$6.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 80 loaded

#		Instrument
1	Capelight Capital Asset Management LP added	Shares	+150.0K	+$10.2M	$19.2M
2	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+198.0K	+$7.7M	$11.3M
3	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+16.9K	+$4.1M	$9.3M
4	BLUE JEAN FINANCIAL LLC new	Shares	+136.0K	+$3.5M	$3.5M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+128.7K	+$3.3M	$3.3M
6	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-21.5K	+$3.0M	$8.0M
7	REX Advisers, LLC new	Shares	+66.2K	+$1.7M	$1.7M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+12.7K	+$1.2M	$2.4M
9	Silverleafe Capital Partners, LLC unchanged	Shares	0	+$775.5K	$1.9M
10	Brookstone Capital Management new	Shares	+22.7K	+$581.5K	$581.5K
11	GoalVest Advisory LLC unchanged	Shares	0	+$426.3K	$1.0M
12	LEE DANNER & BASS INC unchanged	Shares	0	+$296.0K	$712.7K
13	Duncan Williams Asset Management, LLC added	Shares	+3.7K	+$285.5K	$555.2K
14	Avior Wealth Management, LLC new	Shares	+10.3K	+$264.0K	$264.0K
15	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	+$221.4K	$533.0K
16	WT Wealth Management new	Shares	+8.1K	+$207.9K	$207.9K
17	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$182.7K	$439.8K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+850	+$181.7K	$543.2K
19	Abel Hall, LLC added	Shares	+1.4K	+$176.8K	$376.9K
20	Synergy Asset Management, LLC added	Shares	+1.1K	+$164.5K	$357.9K
21	REX Advisers, LLC new	PUT	+132.4K	+$159.5K	$159.5K
22	Tactive Advisors, LLC trimmed	Shares	-28	+$150.5K	$363.2K
23	ARK & TLK INVESTMENTS, LLC unchanged	Shares	0	+$148.8K	$358.3K
24	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-12.8K	+$145.3K	$812.7K
25	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+5.3K	+$135.5K	$135.5K
26	City State Bank unchanged	Shares	0	+$104.4K	$251.3K
27	Fortis Group Advisors, LLC added	Shares	+362	+$66.7K	$272.4K
28	Activest Wealth Management added	Shares	+905	+$56.1K	$102.4K
29	Counterpoint Mutual Funds LLC trimmed	Shares	-6.2K	+$47.7K	$337.8K
30	GAMMA Investing LLC added	Shares	+782	+$44.1K	$78.0K
31	CoreCap Advisors, LLC new	Shares	+1.4K	+$36.5K	$36.5K
32	SBI Securities Co., Ltd. trimmed	Shares	-1.4K	+$27.1K	$116.6K
33	HHM Wealth Advisors, LLC unchanged	Shares	0	+$20.5K	$49.3K
34	Green Ridge Wealth Planning LLC trimmed	Shares	-4.5K	+$15.1K	$200.2K
35	Oakworth Capital, Inc. unchanged	Shares	0	+$10.6K	$25.6K
36	Curated Wealth Partners LLC new	Shares	+10.0K	+$10.2K	$10.2K
37	Farther Finance Advisors, LLC trimmed	Shares	-272	+$9.2K	$33.2K
38	Mirae Asset Global Investments Co., Ltd. added	Shares	+8	+$8.9K	$21.1K
39	REX Advisers, LLC new	CALL	+132.4K	+$8.6K	$8.6K
40	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$6.1K	$14.7K
41	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$4.3K	$10.4K
42	FIRST HORIZON CORP trimmed	Shares	-162	+$2.9K	$12.7K
43	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$2.7K	$6.4K
44	Quaker Wealth Management, LLC new	Shares	+100	+$2.6K	$2.6K
45	Spire Wealth Management new	Shares	+100	+$2.6K	$2.6K
46	Fortitude Family Office, LLC added	Shares	+50	+$1.8K	$2.5K
47	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.7K	$4.0K
48	JFS WEALTH ADVISORS, LLC new	Shares	+55	+$1.4K	$1.4K
49	Tradewinds Capital Management, LLC unchanged	Shares	0	+$1.1K	$2.6K
50	Handelsbanken Fonder AB added	Shares	+700	+$1.0K	$2.4K

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