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Institute for Wealth Management’s Core Scientific CORZ Stock Holding History

Institute for Wealth Management’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4K Buy
+94
New +$2.21K ﹤0.01% 1566

Other funds holding CORZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Institute for Wealth Management's CORZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Core Scientific (CORZ) in Q2 2026: 94 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #1566 among its holdings.

162 funds tracked by Wall St. Rank hold CORZ as of Q2 2026.

  • Institute for Wealth Management held 94 shares of Core Scientific worth $2.4K as of Q2 2026.
  • Core Scientific was a new Institute for Wealth Management position in Q2 2026.
  • Core Scientific made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1566 holding.
  • 162 funds tracked by Wall St. Rank held Core Scientific as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.