Zoominfo TechnologiesGTM

13F holders, Q1 2024 (March 31)
341holders
11famous investors
$16.03avg. 13F price*

At the end of Q1 2024, 341 institutions reported holding Zoominfo Technologies Inc. (GTM) in their 13F filings. The largest holders were Vanguard Group Inc. ($516.7M), BlackRock Inc. ($441.2M) and Carlyle Group Inc. ($420.7M). 11 famous investors held it, including Stanley Druckenmiller (2.5% of Duquesne Family Office's portfolio), Chase Coleman (1.0% of Tiger Global Management's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).

Company
Zoominfo Technologies Inc.
CUSIP
98980F104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 341Q1 2024Q2 2024: 342Q2 2024Q3 2024: 323Q3 2024Q4 2024: 332Q4 2024Q1 2025: 360Q1 2025Q2 2025: 353Q2 2025Q3 2025: 352Q3 2025Q4 2025: 360Q4 2025Q1 2026: 364Q1 2026Q2 2026: 332Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions65$137.8M
Exits64$279.1M

Ownership 341 holders

Vanguard Group Inc. 0.01% Reduce -3.2% 32,235,411 $516.7M
BlackRock Inc. 0.01% Add +1.3% 27,525,043 $441.2M
Carlyle Group Inc. 26.52% Reduce -25.5% 26,244,474 $420.7M
Dragoneer Investment Group, LLC 8.21% No change 22,120,065 $354.6M
FMR LLC 0.02% Add +17.6% 18,560,160 $297.5M
HMI Capital Management, L.P. 10.90% Add +37.1% 18,487,218 $296.4M
Tiger Global Management 1.02% Add +62.0% 11,585,727 $185.7M
Morgan Stanley 0.01% Reduce -26.3% 10,801,741 $173.2M
Voya Investment Management LLC 0.19% Add +1.0% 10,531,071 $168.8M
Sachem Head Capital Management LP 7.80% Add +158.9% 10,510,000 $168.5M
State Street Corp. 0.01% Add +1.2% 8,680,676 $139.2M
Wellington Management Group LLP 0.02% Reduce -71.0% 7,284,823 $116.8M
JPMorgan Chase & Co. 0.01% Add +80.9% 6,871,159 $110.1M
Franklin Resources Inc. 0.03% Add +0.7% 6,099,536 $97.8M
Duquesne Family Office 2.53% Add +536.5% 5,881,906 $94.3M
Geode Capital Management, LLC 0.01% Add +6.7% 5,293,325 $84.9M
Millennium Management 0.06% Add +129.2% 4,108,312 $65.9M
Voloridge Investment Management, LLC 0.23% Add +17.1% 3,844,187 $61.6M
First Trust Advisors LP 0.06% Add +2.1% 3,593,329 $57.6M
Point72 Asset Management 0.16% Add +29.7% 3,381,122 $54.2M
Two Sigma Investments, LP 0.13% Add +7.0% 3,304,673 $53.0M
Norges Bank 0.01% Add +9.9% 3,296,456 $52.8M
Bank of New York Mellon Corp 0.01% Reduce -0.5% 3,065,691 $49.1M
Kinetic Partners Management, LP 3.04% Add +95.4% 2,715,500 $43.5M
Dimensional Fund Advisors LP 0.01% Add +18.4% 2,684,639 $43.0M
Delta Global Management LP 3.16% Add +280.1% 2,593,618 $41.6M
Charles Schwab Investment Management Inc. 0.01% Add +4.0% 2,144,682 $34.4M
Man Group plc 0.09% Add +224.7% 2,103,934 $33.7M
Two Sigma Advisers, LP 0.07% Add +6.3% 2,011,800 $32.2M
Northern Trust Corp. 0.01% Reduce -17.1% 1,955,986 $31.4M
Amundi 0.01% Reduce -18.3% 1,786,973 $28.2M
Assenagon Asset Management S.A. 0.07% Add +127.1% 1,696,019 $27.2M
Nuveen Asset Management, LLC 0.01% Reduce -24.0% 1,629,389 $26.1M
Bank of America Corp. 0.00% Add +256.6% 1,514,076 $24.3M
Caisse de depot et placement du Quebec 0.06% New 1,471,586 $23.6M
Riverbridge Partners LLC 0.28% Add +2.1% 1,440,530 $23.1M
Frontier Capital Management Co. LLC 0.20% Add +2.5% 1,347,475 $21.6M
Principal Financial Group Inc. 0.01% Add +2.2% 1,118,352 $17.9M
La Financiere DE L'echiquier 0.73% Reduce -10.6% 1,056,000 $16.9M
Federated Hermes, Inc. 0.04% Add +3.8% 1,042,363 $16.7M
HighTower Advisors, LLC 0.03% Reduce -12.6% 1,004,778 $16.1M
Maplelane Capital, LLC 1.05% New 965,000 $15.5M
Citadel Advisors 0.02% Add +17.0% 963,921 $15.5M
Woodline Partners LP 0.14% New 957,368 $15.3M
Swedbank AB 0.02% No change 875,000 $14.0M
Rhumbline Advisers 0.01% Reduce -4.6% 857,033 $13.7M
Calydon Capital 2.36% Reduce -12.5% 976,400 $12.5M
Renaissance Technologies 0.02% Reduce -37.4% 715,000 $11.5M
Alliancebernstein L.P. 0.00% Add +69.6% 708,933 $11.4M
Qube Research & Technologies Ltd 0.02% New 682,161 $10.9M
Stadium Capital Management LLC 8.43% New 662,500 $10.6M
Makena Capital Management LLC 2.44% Add +22.8% 654,511 $10.5M
D. E. Shaw & Co. 0.01% Add +266.9% 642,477 $10.3M
Cubist Systematic Strategies, LLC 0.11% Add +1174.2% 581,523 $9.3M
CIBC Private Wealth Group LLC 0.02% Reduce -0.2% 574,627 $9.2M
Invesco Ltd. 0.00% Add +18.9% 567,100 $9.1M
Shannon River Fund Management LLC 2.01% New 562,632 $9.0M
Swiss National Bank 0.01% Reduce -2.8% 538,700 $8.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -25.2% 518,110 $8.3M
CANADA LIFE ASSURANCE Co 0.02% Add +14.7% 515,200 $8.3M
Primecap Management Co. 0.01% Add +13.7% 513,569 $8.2M
California Public Employees Retirement System 0.01% Add +18.9% 510,553 $8.2M
Goldman Sachs Group Inc. 0.00% Reduce -56.3% 505,475 $8.1M
Sixth Street Partners Management Company, L.P. 0.93% Add +92.3% 500,000 $8.0M
Twinbeech Capital LP 0.16% New 490,535 $7.9M
HSBC Holdings PLC 0.01% Add +158.4% 453,101 $7.3M
Jacobs Levy Equity Management, Inc. 0.03% Add +9.8% 434,461 $7.0M
Legal & General Group Plc 0.00% Reduce -57.4% 432,043 $6.9M
Stanley-Laman Group, Ltd. 0.84% Reduce -0.3% 405,999 $6.5M
Credit Suisse AG/ 0.01% Add +14.8% 403,527 $6.5M
Telemark Asset Management, LLC 0.66% No change 400,000 $6.4M
American International Group, Inc. 0.02% Reduce -2.0% 393,481 $6.3M
UBS Group AG 0.00% Add +4502.2% 389,856 $6.2M
Holocene Advisors, LP 0.02% Add +10.8% 383,090 $6.1M
State Board of Administration of Florida Retirement System 0.01% Add +0.0% 242,795 $6.0M
Retirement Systems of Alabama 0.02% Add +0.3% 371,995 $6.0M
Ameriprise Financial Inc. 0.00% Reduce -96.8% 368,965 $5.9M
Lazard Asset Management LLC 0.01% Reduce -49.8% 339,425 $5.4M
Barclays PLC 0.00% Reduce -55.9% 331,969 $5.3M
Jane Street Group, LLC 0.01% Reduce -61.4% 323,417 $5.2M
Advantage Alpha Capital Partners LP 0.94% Reduce -28.0% 310,791 $5.0M
Engineers Gate Manager LP 0.12% New 291,093 $4.7M
Susquehanna International Group, LLP 0.01% Reduce -55.1% 290,559 $4.7M
California State Teachers Retirement System 0.01% Reduce -8.1% 275,889 $4.4M
Envestnet Asset Management Inc. 0.00% Reduce -7.6% 272,482 $4.4M
Stifel Financial Corp. 0.00% Add +30.5% 270,949 $4.3M
Manufacturers Life Insurance Company, The 0.00% Add +1.4% 267,361 $4.3M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 259,261 $4.2M
Janus Henderson Group PLC 0.00% Add +7.1% 258,222 $4.1M
Washington Harbour Partners LP 6.63% Add +18.6% 255,400 $4.1M
New York State Teachers Retirement System 0.01% Add +2.8% 255,013 $4.1M
Aquila Investment Management LLC 3.32% No change 243,000 $3.9M
Allianz Asset Management GmbH 0.01% Reduce -5.5% 222,697 $3.6M
Utah Retirement Systems 0.04% Reduce -15.3% 203,553 $3.3M
Canada Pension Plan Investment Board 0.00% Add +111.8% 202,700 $3.2M
Crosslink Capital Inc. 0.46% New 202,525 $3.2M
Jefferies Financial Group Inc. 0.07% New 200,481 $3.2M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 200,000 $3.2M
Cynosure Group, LLC 0.57% No change 197,759 $3.2M
New York State Common Retirement Fund 0.00% Reduce -6.5% 192,395 $3.1M
Comerica Bank 0.01% Add +32.3% 181,559 $2.9M
T. Rowe Price Associates Inc. 0.00% Reduce -92.2% 179,972 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -3.4% 176,510 $2.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -46.5% 172,152 $2.8M
State of New Jersey Common Pension Fund D 0.01% No change 170,019 $2.7M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 169,263 $2.7M
Amalgamated Bank 0.02% Reduce -17.6% 166,676 $2.7M
PEAK6 Investments LLC 0.13% Add +432.0% 166,572 $2.7M
Simplex Trading, LLC 0.08% Add +59.2% 164,383 $2.6M
Wells Fargo & Company 0.00% Add +62.2% 160,244 $2.6M
Gotham Asset Management 0.04% Add +407.7% 159,475 $2.6M
S Squared Technology, LLC 1.10% New 150,000 $2.4M
ExodusPoint Capital Management, LP 0.03% New 149,506 $2.4M
Sei Investments Co. 0.00% Reduce -2.1% 144,418 $2.3M
Caprock Group, LLC 0.13% Add +2.3% 142,707 $2.3M
Oberndorf William E 3.67% No change 140,485 $2.3M
Prevail Innovative Wealth Advisors, LLC 0.82% New 138,084 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -2.1% 134,842 $2.2M
Citigroup Inc. 0.00% Add +58.8% 134,640 $2.2M
Treasurer of the State of North Carolina 0.01% Add +0.7% 134,384 $2.2M
Tidal Investments LLC 0.04% New 131,820 $2.1M
Stephens Investment Management Group LLC 0.03% Add +2.5% 131,632 $2.1M
Amica Mutual Insurance Co. 0.21% No change 131,037 $2.1M
Bailard, Inc. 0.06% No change 129,595 $2.1M
Concentric Capital Strategies, LP 0.13% New 129,261 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +31.6% 125,000 $2.0M
Cerity Partners LLC 0.01% Add +8.4% 124,544 $2.0M
RBF Capital, LLC 0.11% Reduce -7.7% 120,000 $1.9M
Public Employees Retirement System of Ohio 0.01% Reduce -8.5% 116,089 $1.9M
National Philanthropic Trust 0.04% Add +2.7% 115,722 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +84.3% 110,688 $1.8M
Schonfeld Strategic Advisors LLC 0.01% New 106,692 $1.7M
Graham Capital Management, L.P. 0.09% New 105,200 $1.7M
Centiva Capital, LP 0.10% New 104,009 $1.7M
Oppenheimer Asset Management Inc. 0.02% Add +3.6% 103,431 $1.7M
Royal Bank of Canada 0.00% Reduce -76.3% 99,867 $1.6M
IMC-Chicago, LLC 0.05% Add +626.3% 96,193 $1.5M
Dynamic Technology Lab Private Ltd 0.16% New 94,072 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 92,951 $1.5M
Louisiana State Employees Retirement System 0.03% Add +2.5% 85,300 $1.4M
Walleye Trading LLC 0.02% Add +93.2% 80,551 $1.3M
Pacer Advisors, Inc. 0.00% Add +37.0% 78,038 $1.3M
Walleye Capital LLC 0.01% Reduce -62.6% 76,473 $1.2M
Arizona State Retirement System 0.01% Reduce -4.5% 74,985 $1.2M
Thrivent Financial for Lutherans 0.00% Add +0.3% 74,755 $1.2M
Tudor Investment Corporation 0.01% New 74,477 $1.2M
Vontobel Holding Ltd. 0.01% Reduce -27.4% 73,561 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -12.2% 73,200 $1.2M
State of Michigan Retirement System 0.01% Add +2.3% 72,700 $1.2M
State of Wisconsin Investment Board 0.00% Add +14.2% 71,459 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -85.5% 71,208 $1.1M
Bridgewater Associates 0.01% New 70,792 $1.1M
Point72 (DIFC) Ltd 0.08% — 66,552 $1.1M
Mackenzie Financial Corp. 0.00% Reduce -72.0% 66,319 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 66,074 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 65,529 $1.1M
Ameritas Investment Partners, Inc. 0.04% No change 65,408 $1.0M
Parkwood LLC 0.11% Reduce -36.1% 64,759 $1.0M
Rafferty Asset Management, LLC 0.00% Reduce -16.6% 62,943 $1.0M
Crestline Management, L.P. 0.10% New 62,913 $1.0M
New Mexico Educational Retirement Board 0.04% No change 62,400 $1.0M
Victory Capital Management Inc. 0.00% Reduce -48.1% 60,636 $972K
Profund Advisors LLC 0.04% Add +7.3% 60,593 $971K
Guggenheim Capital LLC 0.01% Add +17.4% 58,970 $945K
Numerai GP LLC 0.41% Reduce -35.9% 58,620 $940K
Pearl River Capital, LLC 0.14% New 55,592 $891K
Group One Trading LLC 0.03% New 54,387 $872K
Quantbot Technologies LP 0.05% Add +45.1% 53,730 $861K
Y-Intercept (Hong Kong) Ltd 0.06% New 53,432 $857K
AQR Capital Management 0.00% Add +418.6% 52,145 $826K
Weiss Asset Management LP 0.05% New 51,288 $822K
Handelsbanken Fonder AB 0.00% No change 50,300 $806K
Quantinno Capital Management LP 0.02% Reduce -33.8% 49,913 $800K
Texas Treasury Safekeeping Trust Co. 0.03% No change 48,956 $785K
Xponance LLC 0.01% Reduce -4.5% 48,938 $784K
Accretive Wealth Partners, LLC 0.34% Add +1.8% 48,160 $776K
Bank of Nova Scotia 0.00% New 46,359 $743K
River Global Investors LLP 0.18% New 44,534 $714K
Deutsche Bank AG 0.00% Reduce -28.1% 44,249 $709K
Cetera Investment Advisers 0.00% New 41,519 $666K
Daiwa Securities Group Inc. 0.00% Add +244.1% 41,032 $657K
Aigen Investment Management, LP 0.14% New 39,273 $630K
HarbourVest Partners LLC 0.28% No change 38,693 $620K
Boston Partners 0.00% New 38,212 $613K
Kintegral Advisory, LLC 0.06% Reduce -0.3% 38,090 $611K
Gsa Capital Partners LLP 0.05% New 37,427 $600K
Danske Bank A/S 0.00% — 36,500 $585K
Bank of Montreal 0.00% Reduce -2.9% 34,775 $583K
Trexquant Investment LP 0.01% New 36,078 $578K
Pictet Asset Management Holding SA 0.00% Add +2.5% 34,858 $559K
Lecap Asset Management Ltd. 0.11% New 34,317 $550K
Janney Montgomery Scott LLC 0.00% Add +31.6% 32,427 $520K
Storebrand Asset Management As 0.00% Reduce -33.3% 32,351 $519K
GTS Securities LLC 0.01% Reduce -85.6% 32,322 $518K
State of Alaska, Department of Revenue 0.01% No change 31,990 $512K
Public Employees Retirement Association of Colorado 0.00% Reduce -3.6% 31,280 $501K
Korea Investment CORP 0.00% No change 31,203 $500K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -25.9% 30,987 $497K
Fox Run Management, L.L.C. 0.11% New 30,549 $490K
New York Life Investment Management LLC 0.00% Reduce -7.5% 29,858 $479K
Verition Fund Management LLC 0.01% Add +138.7% 29,622 $475K
Washington Capital Management, Inc. 0.38% Add +71.6% 29,000 $465K
Mission Wealth Management, LP 0.01% Add +21.6% 27,940 $448K
Kerrisdale Advisers, LLC 0.14% No change 27,390 $439K
Rakuten Securities, Inc. 0.19% Add +78.3% 27,356 $439K
Occudo Quantitative Strategies LP 0.07% New 25,636 $411K
Cornerstone Investment Partners, LLC 0.02% Add +1.3% 25,229 $404K
Algert Global LLC 0.02% New 24,390 $391K
Securian Asset Management, Inc. 0.01% Reduce -2.5% 24,361 $391K
Jasper Ridge Partners, L.P. 0.01% No change 23,858 $382K
Nomura Holdings Inc. 0.00% No change 23,853 $382K
Maryland State Retirement & Pension System 0.01% No change 24,653 $377K
United Services Automobile Association 0.01% No change 23,177 $372K
Hamilton Lane Advisors LLC 0.24% No change 22,370 $359K
Prudential Financial Inc. 0.00% Reduce -9.5% 21,291 $341K
Yorktown Management & Research Co Inc 0.32% New 21,200 $340K
Parallax Volatility Advisers, L.P. 0.01% New 21,174 $339K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.9% 20,277 $325K
American Century Companies Inc. 0.00% Add +9.3% 19,776 $317K
Cresset Asset Management, LLC 0.00% Add +24.9% 19,465 $312K
Blueshift Asset Management, LLC 0.16% New 19,242 $308K
Petrus Trust Company, LTA 0.03% New 18,313 $294K
Point72 Hong Kong Ltd 0.01% New 17,940 $288K
Ophir Asset Management Pty Ltd 0.05% No change 17,830 $286K
Teacher Retirement System of Texas 0.00% Add +6.2% 17,031 $273K
Qsemble Capital Management, LP 0.06% New 16,978 $272K
Boothbay Fund Management, LLC 0.01% Reduce -51.2% 16,440 $264K
US Bancorp \de 0.00% Reduce -42.9% 16,333 $262K
PNC Financial Services Group, Inc. 0.00% Reduce -12.3% 16,186 $259K
Institute for Wealth Management, LLC. 0.03% No change 16,039 $257K
Oak Thistle LLC 0.21% Reduce -43.8% 14,723 $236K
ProShare Advisors LLC 0.00% Reduce -7.3% 14,453 $232K
Pinebridge Investments, L.P. 0.00% New 14,282 $229K
Natixis Advisors, LLC 0.00% Add +14.0% 14,021 $225K
Bell Bank 0.02% Reduce -10.4% 13,981 $224K
Captrust Financial Advisors 0.00% Reduce -8.3% 13,624 $218K
Ethic Inc. 0.01% New 13,554 $217K
49 Wealth Management, LLC 0.05% Add +11.3% 13,345 $214K
Tower Research Capital LLC (TRC) 0.01% Reduce -72.2% 13,342 $214K
M&T Bank Corp 0.00% Add +6.8% 13,205 $212K
Raymond James & Associates 0.00% Reduce -92.5% 13,192 $211K
Leonteq Securities AG 0.03% Add +0.6% 13,034 $209K
Shelton Capital Management 0.01% No change 12,976 $208K
LPL Financial LLC 0.00% Reduce -81.7% 12,847 $206K
Pension & Wealth Management Advisors, Inc. 0.13% Add +162.8% 11,865 $190K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -22.7% 11,725 $188K
American Trust 0.02% Add +2.2% 11,575 $186K
AlphaQuest LLC 0.03% Add +247.3% 11,557 $185K
Sciencast Management LP 0.11% New 11,436 $183K
Rathbones Group PLC 0.00% No change 11,430 $183K
KCM Investment Advisors LLC 0.01% No change 11,204 $180K
Crestwood Advisors Group, LLC 0.00% No change 10,921 $175K
Handelsinvest Investeringsforvaltning 0.08% Reduce -34.2% 9,854 $158K
Shell Asset Management Co. 0.01% New 11,789 $151K
Russell Investments Group, Ltd. 0.00% No change 7,900 $125K
KBC Group NV 0.00% Reduce -88.8% 7,141 $114K
Icon Wealth Advisors, LLC 0.01% Reduce -4.6% 6,310 $101K
IFP Advisors, Inc 0.00% Add +0.0% 5,405 $87K
DekaBank Deutsche Girozentrale 0.00% New 5,493 $85K
Osaic Holdings, Inc. 0.00% Reduce -72.0% 5,103 $82K
Advisors Asset Management, Inc. 0.00% Add +45.3% 4,964 $80K
Benjamin F. Edwards & Company, Inc. 0.00% Add +2.8% 4,055 $65K
Quarry LP 0.03% Add +147.9% 3,786 $61K
Cutler Group LLC / CA 0.03% New 3,803 $60K
Covestor Ltd 0.03% Add +598.5% 3,339 $54K
Parkside Financial Bank & Trust 0.01% Add +9.9% 3,014 $48K
Arax Advisory Partners 0.00% Add +21908.3% 2,641 $42K
Cwm, LLC 0.00% Add +48.6% 2,644 $42K
Fifth Third Bancorp 0.00% Add +44.0% 2,381 $38K
GAMMA Investing LLC 0.01% Reduce -7.3% 2,149 $34K
Quadrant Capital Group LLC 0.00% Reduce -48.4% 2,005 $32K
Bessemer Group Inc. 0.00% Reduce -73.2% 1,925 $31K
Benjamin Edwards Inc. 0.01% Add +3.8% 1,874 $30K
Steward Partners Investment Advisory, LLC 0.00% Add +17.9% 1,722 $28K
Nisa Investment Advisors, LLC 0.00% Add +650.0% 1,650 $26K
Smartleaf Asset Management LLC 0.01% Add +12.6% 1,632 $26K
Guinness Atkinson Asset Management Inc 0.01% Add +14.7% 1,542 $25K
Montag A & Associates Inc. 0.00% New 1,500 $24K
Farther Finance Advisors, LLC 0.00% New 1,335 $21K
Venturi Wealth Management, LLC 0.00% Add +366.3% 1,161 $19K
Rise Advisors, LLC 0.01% New 1,070 $17K
Ancora Advisors LLC 0.00% No change 1,000 $16K
Performa Ltd (US), LLC 0.01% Add +111.1% 950 $15K
Truvestments Capital LLC 0.01% Reduce -81.7% 910 $15K
Aquatic Capital Management LLC 0.00% New 900 $14K
Signaturefd, LLC 0.00% Reduce -26.4% 899 $14K
Plato Investment Management Ltd 0.00% New 820 $13K
Stephens Inc. 0.00% Reduce -0.4% 796 $13K
Avior Wealth Management, LLC 0.00% New 730 $12K
Skandinaviska Enskilda Banken AB (publ) 0.00% Reduce -58.4% 729 $12K
SYSTM Wealth Solutions LLC 0.00% Add +35.7% 703 $11K
Parallel Advisors, LLC 0.00% Add +64.5% 653 $10K
EverSource Wealth Advisors, LLC 0.00% Reduce -35.7% 609 $10K
CI Investments Inc. 0.00% Add +23.7% 538 $9K
Huntington National Bank 0.00% Add +4.6% 548 $9K
Allworth Financial LP 0.00% Reduce -73.1% 530 $8K
Park Place Capital Corp 0.00% Add +5.3% 519 $8K
nVerses Capital, LLC 0.02% New 500 $8K
Capital Advisors, Ltd. LLC 0.00% Add +726.3% 471 $8K
Washington Trust Advisors, Inc. 0.00% Reduce -59.1% 477 $8K
Bell Investment Advisors, Inc 0.00% Add +257.1% 425 $7K
Manchester Capital Management LLC 0.00% Reduce -6.6% 382 $6K
Lindbrook Capital, LLC 0.00% Reduce -57.7% 348 $6K
First Horizon Advisors, Inc. 0.00% Add +6.8% 315 $5K
West Oak Capital, LLC 0.00% No change 300 $5K
Colonial Trust Co / SC 0.00% No change 298 $5K
Principal Securities, Inc. 0.00% Add +5.4% 272 $4K
Arcadia Investment Management Corp. 0.00% No change 250 $4K
J.Safra Asset Management Corp 0.00% New 250 $4K
Smithfield Trust Co 0.00% New 188 $4K
Cornerstone Planning Group LLC 0.00% Reduce -16.9% 241 $4K
Quent Capital, LLC 0.00% Add +49.0% 234 $4K
Sunbelt Securities, Inc. 0.00% No change 222 $4K
Operose Advisors LLC 0.00% No change 217 $3K
Global Retirement Partners, LLC 0.00% Add +68.0% 215 $3K
Aspect Partners, LLC 0.00% New 200 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 188 $3K
Bellevue Asset Management, LLC 0.00% Add +16.9% 180 $3K
Concourse Financial Group Securities, Inc. 0.00% Add +4.2% 175 $3K
West Branch Capital LLC 0.00% No change 150 $2K
Cedar Mountain Advisors, LLC 0.00% No change 147 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +22.6% 141 $2K
Gilliland Jeter Wealth Management LLC 0.00% New 135 $2K
Tidemark, LLC 0.00% Add +3.1% 134 $2K
Private Wealth Management Group, LLC 0.00% Reduce -43.0% 131 $2K
Avion Wealth 0.00% Add +39.2% 110 $2K
SJS Investment Consulting Inc. 0.00% Add +1000.0% 110 $2K
Farmers & Merchants Investments Inc. 0.00% No change 110 $2K
Register Financial Advisors LLC 0.00% New 100 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 100 $2K
Natixis 0.00% New 82 $1K
Bruce G. Allen Investments, LLC 0.00% Add +35.2% 73 $1K
Spire Wealth Management 0.00% Reduce -47.2% 56 $898
Cherry Tree Wealth Management, LLC 0.00% No change 52 $834
UMB Bank, n.a. 0.00% New 39 $625
MV Capital Management, Inc. 0.00% New 28 $449
JFS Wealth Advisors, LLC 0.00% No change 24 $385
NewEdge Advisors, LLC 0.00% No change 22 $353
Rothschild Investment LLC 0.00% No change 12 $192
DiNuzzo Private Wealth, Inc. 0.00% No change 4 $65
Financial Management Professionals, Inc. 0.00% New 20 $0

"% of holder's portfolio" is GTM's weight in each manager's 13F, not the share of Zoominfo Technologies Inc. the manager owns.