| 26.0M |
| $665.6M |
| 0.0% |
| 8.094% |
| 3.29% |
| 4 | Jericho Capital Asset Management L.P. | 22.9M | $585.6M | +95.2% | 7.121% | 4.84% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 18.7M | $477.6M | +0.3% | 5.808% | 0.02% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.9M | $431.4M | -34.1% | 5.247% | 0.03% |
| 7 | UBS Group AG | 16.8M | $430.4M | -37.4% | 5.234% | 0.05% |
| 8 | CITADEL ADVISORS LLC | 16.1M | $411.0M | +0.8% | 4.998% | 0.02% |
| 9 | Two Seas Capital LP | 15.0M | $384.6M | -27.4% | 4.677% | 7.62% |
| 10 | Valiant Capital Management, L.P. | 14.0M | $358.3M | +5.6% | 4.357% | 14.46% |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | 13.8M | $353.1M | +3.2% | 4.294% | 0.01% |
| 12 | TWO SIGMA INVESTMENTS, LP | 10.4M | $265.0M | +84.2% | 3.223% | 0.19% |
| 13 | OAKTREE CAPITAL MANAGEMENT LP | 10.0M | $255.7M | -22.2% | 3.110% | 3.55% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 8.5M | $244.6M | +8.9% | 2.644% | 0.01% |
| 15 | Value Aligned Research Advisors, LLC | 9.4M | $240.7M | +21.8% | 2.927% | 0.60% |
| 16 | Helix Partners Management LP | 8.1M | $206.0M | +82.5% | 2.505% | 27.68% |
| 17 | NOMURA HOLDINGS INC | 8.0M | $206.0M | -15.6% | 2.505% | 0.24% |
| 18 | STATE STREET CORP | 7.7M | $198.2M | +6.3% | 2.411% | 0.00% |
| 19 | Ascentis Wealth Management, LLC | 7.3M | $186.3M | 0.0% | 2.266% | 9.40% |
| 20 | MORGAN STANLEY | 6.3M | $162.2M | +82.6% | 1.973% | 0.01% |
| 21 | JPMORGAN CHASE & CO | 5.5M | $141.8M | +4.5% | 1.697% | 0.01% |
| 22 | Monarch Alternative Capital LP | 4.6M | $117.7M | — | 1.431% | 16.65% |
| 23 | Apollo Management Holdings, L.P. | 4.5M | $115.7M | — | 1.407% | 1.29% |
| 24 | AMERICAN CENTURY COMPANIES INC | 4.0M | $103.3M | +61.4% | 1.257% | 0.05% |
| 25 | FIFTH THIRD BANCORP | 4.0M | $102.3M | +0.0% | 1.244% | 0.17% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CORZ — a direct measure of their conviction.
| 83.08% |
| 0.20 pp |
| $1.83B |
| 45% |
| Q4 2024 | 299 | +27% | 83.28% | +20.71 pp | $3.32B | +62% |
| Q3 2024 | 235 | — | 62.57% | — | $2.05B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
84 institutions opened new positions in CORZ during Q2 2026, while 61 fully exited. 268 added to existing positions and 61 trimmed.
CORZ institutional ownership fell by 9.67 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 45.1% of all reported 13F value in CORZ, and the top 25 account for 69.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.