Zoominfo TechnologiesGTM

13F holders, Q2 2024 (June 30)
342holders +1
55new positions
52sold out
11famous investors
$12.77avg. 13F price*

At the end of Q2 2024, 342 institutions reported holding Zoominfo Technologies Inc. (GTM) in their 13F filings, up 1 from Q1 2024. 55 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($382.2M), BlackRock Inc. ($334.6M) and FMR LLC ($330.4M). 11 famous investors held it, including Stanley Druckenmiller (2.7% of Duquesne Family Office's portfolio), Chase Coleman (0.6% 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 → Q2 2024

InstitutionsTotal Value
New Positions55$300.0M
Exits52$126.0M

All 13F filers, Q1 2024 → Q2 2024: 58,791,084 shares bought and 53,977,917 shares sold, net +4,813,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 342 holders

Vanguard Group Inc. 0.01% Reduce -7.2% 29,927,922 $382.2M
BlackRock Inc. 0.01% Reduce -4.8% 26,205,906 $334.6M
FMR LLC 0.02% Add +39.4% 25,875,735 $330.4M
Dragoneer Investment Group, LLC 5.40% No change 22,120,065 $282.5M
HMI Capital Management, L.P. 8.59% Reduce -4.4% 17,674,119 $225.7M
Carlyle Group Inc. 20.91% Reduce -34.3% 17,244,747 $220.2M
Sachem Head Capital Management LP 10.18% Add +52.5% 16,030,000 $204.7M
Voya Investment Management LLC 0.15% Reduce -1.6% 10,361,153 $132.3M
Tiger Global Management 0.55% Reduce -19.2% 9,359,311 $119.5M
State Street Corp. 0.00% Reduce -2.5% 8,461,023 $108.0M
Morgan Stanley 0.01% Reduce -31.9% 7,356,129 $93.9M
Standard Investments LLC 5.20% New 7,000,000 $89.4M
Pacer Advisors, Inc. 0.20% Add +8471.7% 6,689,198 $85.4M
Franklin Resources Inc. 0.03% Add +6.5% 6,495,566 $82.9M
Duquesne Family Office 2.66% No change 5,881,906 $75.1M
JPMorgan Chase & Co. 0.01% Reduce -15.7% 5,791,672 $74.0M
Marshall Wace, LLP 0.10% New 5,750,624 $73.4M
Geode Capital Management, LLC 0.01% Add +1.0% 5,347,567 $68.3M
Point72 Asset Management 0.22% Add +54.8% 5,232,314 $66.8M
Greenhouse Funds LLLP 2.79% New 4,171,875 $53.3M
Wellington Management Group LLP 0.01% Reduce -53.9% 3,357,685 $42.9M
Bank of New York Mellon Corp 0.01% Add +7.3% 3,289,360 $42.0M
Norges Bank 0.01% Reduce -0.3% 3,287,387 $42.0M
Dimensional Fund Advisors LP 0.01% Add +20.4% 3,232,733 $41.3M
Susquehanna International Group, LLP 0.07% Add +980.7% 3,140,130 $40.1M
Millennium Management 0.03% Reduce -42.2% 2,374,980 $30.3M
Charles Schwab Investment Management Inc. 0.01% Add +0.9% 2,164,283 $27.6M
Northern Trust Corp. 0.00% Add +9.3% 2,138,012 $27.3M
Voloridge Investment Management, LLC 0.10% Reduce -44.5% 2,134,779 $27.3M
Calydon Capital 4.47% Add +100.0% 1,953,185 $24.9M
Man Group plc 0.06% Reduce -16.9% 1,747,820 $22.3M
Kinetic Partners Management, LP 1.48% Reduce -41.4% 1,590,500 $20.3M
Glenview Capital Management, LLC 0.42% New 1,567,923 $20.0M
Caisse de depot et placement du Quebec 0.05% Reduce -1.2% 1,453,573 $18.6M
Invesco Ltd. 0.00% Add +144.7% 1,387,636 $17.7M
Riverbridge Partners LLC 0.23% Reduce -7.4% 1,334,479 $17.0M
Primecap Management Co. 0.01% Add +152.8% 1,298,269 $16.6M
Bank of America Corp. 0.00% Reduce -14.4% 1,296,235 $16.6M
Assenagon Asset Management S.A. 0.04% Reduce -24.1% 1,286,837 $16.4M
First Trust Advisors LP 0.02% Reduce -66.5% 1,201,958 $15.3M
Frontier Capital Management Co. LLC 0.15% Reduce -11.3% 1,195,585 $15.3M
Federated Hermes, Inc. 0.04% Add +11.3% 1,160,649 $14.8M
Jane Street Group, LLC 0.02% Add +255.2% 1,148,669 $14.7M
Delta Global Management LP 0.91% Reduce -58.6% 1,074,172 $13.7M
Nuveen Asset Management, LLC 0.00% Reduce -36.3% 1,037,239 $13.2M
Walleye Trading LLC 0.25% Add +1150.7% 1,007,431 $12.9M
HighTower Advisors, LLC 0.02% Reduce -0.5% 1,000,107 $12.8M
Citadel Advisors 0.01% Add +2.6% 988,884 $12.6M
Two Sigma Advisers, LP 0.03% Reduce -52.8% 948,700 $12.1M
Principal Financial Group Inc. 0.01% Reduce -15.2% 948,396 $12.1M
Findell Capital Management LLC 5.87% New 850,000 $10.9M
Crosslink Capital Inc. 1.47% Add +306.2% 822,740 $10.5M
Harber Asset Management LLC 2.76% New 803,296 $10.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +54.5% 800,630 $10.2M
Rhumbline Advisers 0.01% Reduce -7.8% 790,020 $10.1M
Makena Capital Management LLC 2.33% Add +20.3% 787,511 $10.1M
Two Sigma Investments, LP 0.02% Reduce -76.5% 775,135 $9.9M
M&G PLC 0.07% New 733,377 $9.5M
Readystate Asset Management LP 0.73% New 666,575 $8.5M
Ensign Peak Advisors, Inc 0.02% Add +603.8% 654,225 $8.4M
Goldman Sachs Group Inc. 0.00% Add +28.5% 649,647 $8.3M
HSBC Holdings PLC 0.00% Add +22.8% 556,425 $7.1M
CANADA LIFE ASSURANCE Co 0.01% Add +1.5% 523,013 $6.7M
Swiss National Bank 0.00% Reduce -3.5% 519,900 $6.6M
California Public Employees Retirement System 0.00% Reduce -0.2% 509,634 $6.5M
Sixth Street Partners Management Company, L.P. 0.87% No change 500,000 $6.4M
CIBC Private Wealth Group LLC 0.01% Reduce -9.1% 522,136 $6.2M
Amundi 0.00% Reduce -72.0% 500,987 $6.1M
IMC-Chicago, LLC 0.19% Add +392.3% 473,544 $6.0M
UBS Group AG 0.00% Add +13.8% 443,527 $5.7M
Group One Trading LLC 0.17% Add +684.6% 426,724 $5.4M
Legal & General Group Plc 0.00% Reduce -1.7% 424,529 $5.4M
Simplex Trading, LLC 0.17% Add +150.9% 412,461 $5.3M
Tudor Investment Corporation 0.06% Add +448.4% 408,437 $5.2M
Alliancebernstein L.P. 0.00% Reduce -42.4% 408,363 $5.2M
Aquila Investment Management LLC 4.79% Add +64.6% 400,000 $5.1M
Stanley-Laman Group, Ltd. 0.63% Reduce -8.5% 371,526 $4.7M
Prevail Innovative Wealth Advisors, LLC 1.63% Add +160.9% 360,306 $4.6M
Corebridge Financial, Inc. 0.03% — 359,663 $4.6M
Retirement Systems of Alabama 0.02% Reduce -5.7% 350,747 $4.5M
Washington Harbour Partners LP 7.00% Add +22.9% 313,800 $4.0M
Advantage Alpha Capital Partners LP 0.83% Reduce -3.8% 298,878 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -19.5% 297,058 $3.8M
Bridgewater Associates 0.02% Add +294.2% 279,044 $3.6M
Envestnet Asset Management Inc. 0.00% Add +1.1% 275,505 $3.5M
Horrell Capital Management, Inc. 1.00% New 270,000 $3.4M
Circumference Group LLC 3.69% New 270,000 $3.4M
California State Teachers Retirement System 0.00% Reduce -5.2% 261,501 $3.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.2% 256,203 $3.3M
Holocene Advisors, LP 0.01% Reduce -35.0% 249,177 $3.2M
New York State Teachers Retirement System 0.01% Reduce -4.2% 244,434 $3.1M
State Board of Administration of Florida Retirement System 0.01% Reduce 0.0% 242,789 $3.1M
Janus Henderson Group PLC 0.00% Reduce -9.9% 232,619 $3.0M
Nomura Holdings Inc. 0.02% Add +846.5% 225,763 $2.9M
PEAK6 Investments LLC 0.13% Add +33.9% 223,099 $2.8M
Gotham Asset Management 0.04% Add +38.8% 221,400 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -6.0% 209,400 $2.7M
Walleye Capital LLC 0.03% Add +168.0% 204,942 $2.6M
Utah Retirement Systems 0.03% No change 203,553 $2.6M
New York State Common Retirement Fund 0.00% Add +4.2% 200,560 $2.6M
Cynosure Group, LLC 0.41% No change 197,759 $2.5M
T. Rowe Price Associates Inc. 0.00% Add +4.3% 187,693 $2.4M
Amalgamated Bank 0.02% Add +9.7% 182,793 $2.3M
Parallax Volatility Advisers, L.P. 0.06% Add +709.9% 171,493 $2.2M
Renaissance Technologies 0.00% Reduce -77.1% 163,900 $2.1M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -62.4% 163,505 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -7.8% 162,706 $2.1M
Kerrisdale Advisers, LLC 0.65% Add +490.8% 161,830 $2.1M
GTS Securities LLC 0.04% Add +388.5% 157,904 $2.0M
Caprock Group, LLC 0.08% Add +7.1% 152,872 $2.0M
MetLife Investment Management, LLC 0.01% Reduce -11.3% 150,143 $1.9M
Sei Investments Co. 0.00% Add +2.8% 148,402 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -14.1% 147,971 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -13.4% 147,256 $1.9M
Comerica Bank 0.01% Reduce -20.1% 145,100 $1.9M
Oberndorf William E 3.15% No change 140,485 $1.8M
Cerity Partners LLC 0.00% Add +11.7% 139,095 $1.8M
Treasurer of the State of North Carolina 0.01% Add +1.1% 135,797 $1.7M
Barclays PLC 0.00% Reduce -59.5% 134,480 $1.7M
Amica Mutual Insurance Co. 0.17% No change 131,037 $1.7M
D. E. Shaw & Co. 0.00% Reduce -81.1% 121,657 $1.6M
Public Employees Retirement System of Ohio 0.01% Add +3.5% 120,146 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -11.6% 119,265 $1.5M
Royal Bank of Canada 0.00% Add +17.9% 117,783 $1.5M
National Philanthropic Trust 0.03% No change 115,722 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +4.4% 108,002 $1.4M
Edgestream Partners, L.P. 0.07% New 106,280 $1.4M
Stifel Financial Corp. 0.00% Reduce -61.3% 104,749 $1.3M
Citigroup Inc. 0.00% Reduce -22.5% 104,402 $1.3M
Point72 (DIFC) Ltd 0.12% Add +56.6% 104,244 $1.3M
Y-Intercept (Hong Kong) Ltd 0.07% Add +76.9% 94,502 $1.2M
State of Tennessee, Department of Treasury 0.00% Reduce -25.1% 93,600 $1.2M
Marex Group Ltd 0.03% New 91,428 $1.2M
Centiva Capital, LP 0.06% Reduce -14.1% 89,335 $1.1M
Victory Capital Management Inc. 0.00% Add +47.2% 89,253 $1.1M
SG Americas Securities, LLC 0.01% New 88,966 $1.1M
Algert Global LLC 0.04% Add +252.1% 85,864 $1.1M
S Squared Technology, LLC 0.48% Reduce -43.2% 85,200 $1.1M
Susquehanna Fundamental Investments, LLC 0.02% New 82,787 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -5.7% 80,400 $1.0M
Jump Financial, LLC 0.02% New 79,676 $1.0M
Acadian Asset Management LLC 0.00% New 77,387 $987K
Engineers Gate Manager LP 0.02% Reduce -73.8% 76,278 $974K
Point72 Asia (Singapore) Pte. Ltd. 0.20% New 75,051 $958K
Brevan Howard Capital Management LP 0.06% New 74,204 $948K
Arizona State Retirement System 0.01% Reduce -1.3% 74,004 $945K
Parkwood LLC 0.12% Add +12.2% 72,673 $928K
CI Investments Inc. 0.00% Add +12999.4% 70,475 $900K
AQR Capital Management 0.00% Add +36.9% 71,367 $900K
Tairen Capital Ltd 0.03% New 70,000 $894K
Neuberger Berman Group LLC 0.00% Reduce -1.8% 69,956 $893K
Thrivent Financial for Lutherans 0.00% Reduce -7.5% 69,182 $883K
Wells Fargo & Company 0.00% Reduce -57.0% 68,987 $881K
State of Michigan Retirement System 0.00% Reduce -5.8% 68,500 $875K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% New 65,000 $830K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -4.0% 63,426 $810K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.9% 62,986 $804K
Qsemble Capital Management, LP 0.15% Add +268.2% 62,517 $798K
New Mexico Educational Retirement Board 0.03% No change 62,400 $797K
Ameritas Investment Partners, Inc. 0.03% Reduce -7.6% 60,444 $772K
Oregon Public Employees Retirement Fund 0.01% Reduce -19.4% 59,000 $753K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -48.0% 57,584 $735K
Guggenheim Capital LLC 0.01% Reduce -2.5% 57,482 $734K
Verition Fund Management LLC 0.01% Add +85.3% 54,885 $701K
Handelsbanken Fonder AB 0.00% Add +8.3% 54,500 $696K
Advisors Preferred, LLC 0.12% New 54,441 $690K
RBF Capital, LLC 0.04% Reduce -57.7% 50,806 $649K
Cetera Investment Advisers 0.00% Add +18.7% 49,295 $629K
Texas Treasury Safekeeping Trust Co. 0.02% No change 48,956 $625K
Headlands Technologies LLC 0.07% New 48,394 $618K
Deutsche Bank AG 0.00% Add +7.8% 47,678 $609K
Lazard Asset Management LLC 0.00% Reduce -86.8% 44,912 $573K
Seven Eight Capital, LP 0.06% New 44,384 $567K
River Global Investors LLP 0.15% Reduce -1.4% 43,920 $560K
Wolverine Trading, LLC 0.01% New 43,161 $551K
HRT Financial LP 0.00% New 41,081 $524K
Cantor Fitzgerald, L. P. 0.10% New 40,000 $511K
HarbourVest Partners LLC 0.26% No change 38,693 $494K
Boston Partners 0.00% No change 38,212 $488K
Mission Wealth Management, LP 0.01% Add +26.0% 35,198 $449K
Cowen and Company, LLC 0.01% New 35,000 $447K
Bridgefront Capital, LLC 0.18% New 34,440 $440K
Daiwa Securities Group Inc. 0.00% Reduce -16.5% 34,263 $437K
Pictet Asset Management Holding SA 0.00% Reduce -2.4% 34,006 $434K
State of Alaska, Department of Revenue 0.00% No change 31,990 $408K
Janney Montgomery Scott LLC 0.00% Reduce -2.3% 31,672 $404K
Xponance LLC 0.00% Reduce -35.4% 31,621 $404K
New York Life Investment Management LLC 0.00% Add +5.2% 31,424 $401K
State of Wisconsin Investment Board 0.00% Reduce -56.4% 31,165 $398K
Bank of Montreal 0.00% Reduce -10.9% 31,000 $396K
Wexford Capital LP 0.10% New 30,461 $389K
Rafferty Asset Management, LLC 0.00% Reduce -52.2% 30,081 $384K
Public Employees Retirement Association of Colorado 0.00% Reduce -4.9% 29,750 $380K
Korea Investment CORP 0.00% Reduce -5.4% 29,515 $377K
Two Sigma Securities, LLC 0.02% New 29,000 $370K
American Century Companies Inc. 0.00% Add +45.8% 28,825 $368K
Bailard, Inc. 0.01% Reduce -77.9% 28,595 $365K
OMERS ADMINISTRATION Corp 0.00% New 27,300 $349K
Rakuten Securities, Inc. 0.15% Reduce -0.9% 27,116 $346K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -17.0% 25,726 $326K
Cornerstone Investment Partners, LLC 0.02% Add +0.6% 25,371 $324K
Jefferies Financial Group Inc. 0.01% Reduce -87.5% 25,000 $319K
Profund Advisors LLC 0.01% Reduce -59.1% 24,750 $316K
Maryland State Retirement & Pension System 0.01% No change 24,653 $315K
Teza Capital Management LLC 0.04% New 24,023 $307K
Jasper Ridge Partners, L.P. 0.01% No change 23,858 $305K
AlphaQuest LLC 0.04% Add +106.1% 23,821 $304K
Petrus Trust Company, LTA 0.03% Add +29.7% 23,749 $303K
Dynamic Technology Lab Private Ltd 0.03% Reduce -74.8% 23,741 $303K
Securian Asset Management, Inc. 0.01% Reduce -7.0% 22,665 $289K
Tower Research Capital LLC (TRC) 0.00% Add +68.5% 22,476 $287K
Hamilton Lane Advisors LLC 0.23% No change 22,370 $286K
United Services Automobile Association 0.01% Reduce -5.5% 21,906 $280K
Squarepoint Ops LLC 0.00% New 21,482 $274K
Prudential Financial Inc. 0.00% Reduce -3.2% 20,604 $263K
Fox Run Management, L.L.C. 0.05% Reduce -34.4% 20,037 $256K
Blueshift Asset Management, LLC 0.08% Add +2.7% 19,753 $252K
Crossmark Global Holdings, Inc. 0.00% Reduce -4.4% 19,376 $248K
Aigen Investment Management, LP 0.05% Reduce -50.7% 19,344 $247K
Tidal Investments LLC 0.00% Reduce -85.7% 18,847 $241K
nVerses Capital, LLC 0.14% Add +3600.0% 18,500 $236K
Ophir Asset Management Pty Ltd 0.04% No change 17,830 $228K
Claret Asset Management Corp 0.04% New 16,108 $205K
Institute for Wealth Management, LLC. 0.03% No change 16,039 $205K
Leonteq Securities AG 0.03% Add +22.7% 15,991 $204K
Gsa Capital Partners LLP 0.01% Reduce -57.3% 15,999 $204K
Axq Capital, LP 0.04% New 14,614 $187K
Captrust Financial Advisors 0.00% Add +5.5% 14,378 $184K
Quantinno Capital Management LP 0.00% Reduce -71.6% 14,189 $181K
Raymond James & Associates 0.00% Add +6.3% 14,017 $179K
LPL Financial LLC 0.00% Add +5.6% 13,566 $173K
Ethic Inc. 0.00% Reduce -0.8% 13,439 $172K
ProShare Advisors LLC 0.00% Reduce -7.3% 13,402 $171K
49 Wealth Management, LLC 0.03% Reduce -4.2% 12,788 $162K
Schonfeld Strategic Advisors LLC 0.00% Reduce -88.2% 12,581 $161K
M&T Bank Corp 0.00% Reduce -6.0% 12,406 $158K
Pathstone Holdings, LLC 0.00% New 12,238 $156K
Pension & Wealth Management Advisors, Inc. 0.09% No change 11,865 $152K
Woodline Partners LP 0.00% Reduce -98.8% 11,756 $150K
Bell Bank 0.01% Reduce -17.3% 11,558 $148K
Crestwood Advisors Group, LLC 0.00% Add +4.1% 11,366 $145K
Shelton Capital Management 0.00% Reduce -13.5% 11,227 $143K
KCM Investment Advisors LLC 0.01% No change 11,204 $143K
Entropy Technologies, LP 0.02% New 11,184 $143K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.8% 10,809 $138K
Magnetar Financial LLC 0.00% New 10,773 $138K
Intech Investment Management LLC 0.00% New 10,739 $137K
CIBC Asset Management Inc 0.00% New 10,714 $137K
Fifth Third Wealth Advisors LLC 0.01% New 9,671 $123K
State of Wyoming 0.02% New 9,636 $123K
Canada Pension Plan Investment Board 0.00% Reduce -95.5% 9,100 $116K
Storebrand Asset Management As 0.00% Reduce -72.5% 8,888 $114K
Russell Investments Group, Ltd. 0.00% Add +0.6% 7,950 $99K
KBC Group NV 0.00% Reduce -5.4% 6,758 $86K
PNC Financial Services Group, Inc. 0.00% Reduce -60.4% 6,411 $82K
IFP Advisors, Inc 0.00% Add +16.6% 6,302 $80K
DekaBank Deutsche Girozentrale 0.00% No change 5,493 $68K
Advisors Asset Management, Inc. 0.00% Add +5.3% 5,229 $67K
US Bancorp \de 0.00% Reduce -70.5% 4,814 $61K
Benjamin F. Edwards & Company, Inc. 0.00% Add +7.6% 4,364 $56K
Catalyst Funds Management Pty Ltd 0.01% New 4,000 $51K
Qube Research & Technologies Ltd 0.00% Reduce -99.4% 3,830 $49K
Parkside Financial Bank & Trust 0.01% Add +3.5% 3,120 $40K
Quarry LP 0.02% Reduce -24.4% 2,861 $37K
Covestor Ltd 0.02% Reduce -17.3% 2,762 $35K
Arax Advisory Partners 0.00% No change 2,641 $34K
J.Safra Asset Management Corp 0.00% Add +955.2% 2,638 $34K
Advisory Services Network, LLC 0.00% New 2,200 $28K
Fifth Third Bancorp 0.00% Reduce -11.3% 2,112 $27K
Osaic Holdings, Inc. 0.00% Reduce -59.2% 2,080 $27K
Steward Partners Investment Advisory, LLC 0.00% Add +19.4% 2,057 $26K
GAMMA Investing LLC 0.00% Reduce -13.5% 1,858 $24K
Performa Ltd (US), LLC 0.01% Add +89.5% 1,800 $23K
Benjamin Edwards Inc. 0.00% Reduce -7.4% 1,736 $22K
Montag A & Associates Inc. 0.00% No change 1,500 $19K
Smartleaf Asset Management LLC 0.00% Reduce -11.5% 1,445 $18K
Venturi Wealth Management, LLC 0.00% Add +11.3% 1,292 $16K
Guinness Atkinson Asset Management Inc 0.01% Reduce -16.7% 1,285 $16K
Farther Finance Advisors, LLC 0.00% Reduce -12.4% 1,170 $15K
Cwm, LLC 0.00% Reduce -58.8% 1,089 $14K
Rise Advisors, LLC 0.01% No change 1,070 $14K
Ancora Advisors LLC 0.00% No change 1,000 $13K
Lindbrook Capital, LLC 0.00% Add +170.1% 940 $12K
Plato Investment Management Ltd 0.00% No change 820 $10K
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 729 $9K
Signaturefd, LLC 0.00% Reduce -42.4% 518 $7K
Parallel Advisors, LLC 0.00% Reduce -22.1% 509 $7K
Park Place Capital Corp 0.00% Reduce -5.0% 493 $6K
Washington Trust Advisors, Inc. 0.00% No change 477 $6K
Sunbelt Securities, Inc. 0.00% Add +74.8% 388 $5K
Bell Investment Advisors, Inc 0.00% Reduce -11.8% 375 $5K
Allworth Financial LP 0.00% Reduce -23.0% 408 $5K
Global Retirement Partners, LLC 0.00% Add +59.1% 342 $4K
Huntington National Bank 0.00% Reduce -43.1% 312 $4K
West Oak Capital, LLC 0.00% No change 300 $4K
Colonial Trust Co / SC 0.00% No change 298 $4K
Principal Securities, Inc. 0.00% No change 272 $3K
Arcadia Investment Management Corp. 0.00% No change 250 $3K
UMB Bank, n.a. 0.00% Add +525.6% 244 $3K
First Horizon Advisors, Inc. 0.00% Reduce -25.1% 236 $3K
Mather Group, Llc. 0.00% New 187 $3K
Quent Capital, LLC 0.00% No change 234 $3K
Operose Advisors LLC 0.00% No change 217 $3K
Nisa Investment Advisors, LLC 0.00% Reduce -87.0% 215 $3K
Aspect Partners, LLC 0.00% No change 200 $3K
Chesapeake Asset Management LLC 0.00% New 189 $2K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 188 $2K
Hobbs Group Advisors, LLC 0.00% — 185 $2K
Bellevue Asset Management, LLC 0.00% No change 180 $2K
Concourse Financial Group Securities, Inc. 0.00% Reduce -4.0% 168 $2K
Bessemer Group Inc. 0.00% Reduce -88.6% 220 $2K
West Branch Capital LLC 0.00% No change 150 $2K
Quadrant Capital Group LLC 0.00% Reduce -92.6% 149 $2K
Cedar Mountain Advisors, LLC 0.00% No change 147 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.3% 147 $2K
Gilliland Jeter Wealth Management LLC 0.00% No change 135 $2K
Tidemark, LLC 0.00% No change 134 $2K
Prestige Wealth Management Group LLC 0.00% New 132 $2K
Farmers & Merchants Investments Inc. 0.00% No change 110 $1K
SJS Investment Consulting Inc. 0.00% Reduce -6.4% 103 $1K
SWAN Capital LLC 0.00% New 100 $1K
Register Financial Advisors LLC 0.00% No change 100 $1K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 100 $1K
Sachetta, LLC 0.00% New 91 $1K
International Assets Investment Management, LLC 0.00% New 81 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -86.6% 63 $1K
Manchester Capital Management LLC 0.00% Reduce -79.6% 78 $997
EverSource Wealth Advisors, LLC 0.00% Reduce -86.2% 84 $954
Cornerstone Planning Group LLC 0.00% Reduce -68.5% 76 $745
Bruce G. Allen Investments, LLC 0.00% Reduce -21.9% 57 $728
Spire Wealth Management 0.00% Add +1.8% 57 $728
Northwestern Mutual Wealth Management Co. 0.00% New 53 $677
Cherry Tree Wealth Management, LLC 0.00% No change 52 $665
Larson Financial Group LLC 0.00% New 45 $575
CVA Family Office, LLC 0.00% New 39 $498
Beaird Harris Wealth Management, LLC 0.00% New 36 $460
JFS Wealth Advisors, LLC 0.00% Reduce -16.7% 20 $256
Blue Trust, Inc. 0.00% New 10 $160
Rothschild Investment LLC 0.00% No change 12 $153
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 5 $64
MV Capital Management, Inc. 0.00% Reduce -85.7% 4 $52
Avion Wealth 0.00% Reduce -64.5% 39 $0

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