Zoominfo TechnologiesGTM

13F holders, Q3 2024 (September 30)
323holders −19
56new positions
76sold out
9famous investors
$10.33avg. 13F price*

At the end of Q3 2024, 323 institutions reported holding Zoominfo Technologies Inc. (GTM) in their 13F filings, down 19 from Q2 2024. 56 opened new positions and 76 sold out. The largest holders were FMR LLC ($341.1M), Vanguard Group Inc. ($300.5M) and BlackRock, Inc. ($267.9M). 9 famous investors held it, including Lee Ainslie (0.9% of Maverick Capital's portfolio), Stanley Druckenmiller (0.8% of Duquesne Family Office's portfolio) and Chase Coleman (0.4% of Tiger Global 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions56$244.1M
Exits76$279.4M

All 13F filers, Q2 2024 → Q3 2024: 51,158,447 shares bought and 77,384,409 shares sold, net −26,225,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 323 holders

FMR LLC 0.02% Add +27.7% 33,053,422 $341.1M
Vanguard Group Inc. 0.01% Reduce -2.7% 29,120,291 $300.5M
BlackRock, Inc. 0.01% — 25,959,592 $267.9M
Dragoneer Investment Group, LLC 3.97% No change 22,120,065 $228.3M
Sachem Head Capital Management LP 8.68% No change 16,030,000 $165.4M
HMI Capital Management, L.P. 5.06% Reduce -32.9% 11,853,747 $122.3M
Contour Asset Management LLC 4.03% New 11,835,818 $122.1M
Carlyle Group Inc. 12.62% Reduce -32.4% 11,665,307 $120.4M
Tiger Global Management 0.41% No change 9,359,311 $96.6M
Pacer Advisors, Inc. 0.21% Add +38.6% 9,274,829 $95.7M
State Street Corp. 0.00% Add +2.0% 8,626,463 $89.0M
Morgan Stanley 0.01% Reduce -4.0% 7,065,330 $72.9M
Geode Capital Management, LLC 0.00% Reduce -3.4% 5,166,042 $53.3M
JPMorgan Chase & Co. 0.00% Reduce -22.4% 4,497,398 $46.4M
Voloridge Investment Management, LLC 0.16% Add +103.2% 4,337,138 $44.8M
Maverick Capital 0.86% New 4,287,641 $44.2M
Greenhouse Funds LLLP 2.04% Reduce -4.2% 3,996,632 $41.2M
Glenview Capital Management, LLC 0.86% Add +151.0% 3,935,465 $40.6M
Man Group plc 0.12% Add +120.9% 3,860,809 $39.8M
D. E. Shaw & Co. 0.05% Add +2822.4% 3,555,256 $36.7M
Bank of New York Mellon Corp 0.01% Reduce -3.0% 3,191,867 $32.9M
Dimensional Fund Advisors LP 0.01% Reduce -3.6% 3,117,738 $32.2M
Intrinsic Edge Capital Management LLC 3.97% New 3,107,522 $32.1M
Norges Bank 0.00% Reduce -14.8% 2,802,011 $28.9M
Primecap Management Co. 0.02% Add +97.6% 2,565,440 $26.5M
Franklin Resources Inc. 0.01% Reduce -62.2% 2,453,555 $25.2M
Charles Schwab Investment Management Inc. 0.00% Add +1.4% 2,194,016 $22.6M
Duquesne Family Office 0.77% Reduce -63.6% 2,140,726 $22.1M
Northern Trust Corp. 0.00% Reduce -4.4% 2,043,279 $21.1M
Wellington Management Group LLP 0.00% Reduce -48.5% 1,730,961 $17.9M
Harber Asset Management LLC 4.48% Add +79.0% 1,437,847 $14.8M
Ameriprise Financial Inc. 0.00% Add +366.6% 1,386,153 $14.3M
Two Sigma Investments, LP 0.03% Add +76.4% 1,367,002 $14.1M
Frontier Capital Management Co. LLC 0.13% Add +13.5% 1,357,152 $14.0M
Marshall Wace, LLP 0.02% Reduce -76.8% 1,332,948 $13.8M
Calydon Capital 2.03% Reduce -50.3% 970,347 $12.4M
Readystate Asset Management LP 1.43% Add +64.4% 1,095,810 $11.3M
Bwcp, LP 2.45% New 1,070,069 $11.0M
Nuveen Asset Management, LLC 0.00% Reduce -2.6% 1,010,361 $10.4M
Findell Capital Management LLC 5.74% Add +17.6% 1,000,000 $10.3M
HighTower Advisors, LLC 0.01% Reduce -2.7% 973,104 $10.0M
Federated Hermes, Inc. 0.02% Reduce -19.8% 930,803 $9.6M
First Trust Advisors LP 0.01% Reduce -25.4% 896,128 $9.2M
Amundi 0.00% Add +92.5% 964,381 $9.1M
Citadel Advisors 0.01% Reduce -11.3% 876,628 $9.0M
Bank of America Corp. 0.00% Reduce -37.7% 808,057 $8.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.5% 796,972 $8.2M
Rhumbline Advisers 0.01% Add +0.9% 796,969 $8.2M
CANADA LIFE ASSURANCE Co 0.01% Add +41.7% 741,306 $7.7M
Principal Financial Group Inc. 0.00% Reduce -29.3% 670,268 $6.9M
Hotchkis & Wiley Capital Management LLC 0.02% New 609,820 $6.3M
Crosslink Capital Inc. 0.78% Reduce -31.8% 560,902 $5.8M
Two Sigma Advisers, LP 0.01% Reduce -41.5% 555,500 $5.7M
Invesco Ltd. 0.00% Reduce -60.0% 555,259 $5.7M
Assenagon Asset Management S.A. 0.01% Reduce -57.1% 552,161 $5.7M
Prelude Capital Management, LLC 0.43% New 535,859 $5.5M
California Public Employees Retirement System 0.00% Add +2.1% 520,178 $5.4M
Swiss National Bank 0.00% Reduce -1.7% 510,900 $5.3M
Kinetic Partners Management, LP 0.35% Reduce -69.4% 485,980 $5.0M
Legal & General Group Plc 0.00% Add +4.9% 445,489 $4.6M
Holocene Advisors, LP 0.02% Add +71.7% 427,817 $4.4M
Goldman Sachs Group Inc. 0.00% Reduce -37.2% 408,058 $4.2M
Alliancebernstein L.P. 0.00% Reduce -1.7% 401,326 $4.1M
Walleye Capital LLC 0.05% Add +95.3% 400,244 $4.1M
Aquila Investment Management LLC 4.59% No change 400,000 $4.1M
BIT Capital GmbH 0.38% New 385,216 $4.0M
Washington Harbour Partners LP 6.80% Add +17.5% 368,700 $3.8M
Horrell Capital Management, Inc. 1.12% Add +35.2% 365,000 $3.8M
Circumference Group LLC 3.95% Add +35.2% 365,000 $3.8M
Kerrisdale Advisers, LLC 1.27% Add +124.5% 363,295 $3.7M
Voya Investment Management LLC 0.00% Reduce -96.5% 362,226 $3.7M
Advantage Alpha Capital Partners LP 0.82% Add +17.3% 350,561 $3.6M
Retirement Systems of Alabama 0.01% Reduce -0.1% 350,545 $3.6M
Barclays PLC 0.00% Add +154.7% 342,495 $3.5M
Stanley-Laman Group, Ltd. 0.45% Reduce -8.0% 341,650 $3.5M
Corebridge Financial, Inc. 0.02% Reduce -5.1% 341,423 $3.5M
Jane Street Group, LLC 0.01% Reduce -70.8% 335,363 $3.5M
CIBC Private Wealth Group LLC 0.01% Reduce -36.2% 332,932 $3.4M
Agf Management Ltd. 0.02% New 317,794 $3.3M
HSBC Holdings PLC 0.00% Reduce -47.3% 293,309 $3.1M
Janus Henderson Group PLC 0.00% Add +24.3% 289,092 $3.0M
California State Teachers Retirement System 0.00% Reduce -3.9% 251,434 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.9% 248,805 $2.6M
New York State Teachers Retirement System 0.01% Reduce -0.3% 243,834 $2.5M
State Board of Administration of Florida Retirement System 0.00% No change 242,789 $2.5M
HRT Financial LP 0.01% Add +481.3% 238,795 $2.5M
Gotham Asset Management 0.02% Add +0.8% 223,163 $2.3M
Walleye Trading LLC 0.05% Reduce -79.5% 206,917 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +8.4% 203,504 $2.1M
Utah Retirement Systems 0.02% No change 203,553 $2.1M
State of Wisconsin Investment Board 0.01% Add +551.3% 202,964 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +37.5% 202,406 $2.1M
Adage Capital Partners Gp, L.L.C. 0.00% New 200,000 $2.1M
Allianz Asset Management GmbH 0.00% Reduce -5.9% 197,069 $2.0M
AQR Capital Management 0.00% Add +174.5% 195,873 $2.0M
S Squared Technology, LLC 0.82% Add +117.4% 185,200 $1.9M
Simplex Trading, LLC 0.06% Reduce -57.8% 173,881 $1.8M
Engineers Gate Manager LP 0.03% Add +121.6% 169,060 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Add +11.5% 165,031 $1.7M
Victory Capital Management Inc. 0.00% Add +83.4% 163,708 $1.7M
Quantinno Capital Management LP 0.02% Add +1035.9% 161,168 $1.7M
UBS Group AG 0.00% Reduce -64.0% 159,792 $1.6M
Natixis 0.01% New 157,977 $1.6M
Mutual of America Capital Management LLC 0.02% Reduce -4.2% 155,959 $1.6M
New York State Common Retirement Fund 0.00% Reduce -22.5% 155,360 $1.6M
Tudor Investment Corporation 0.02% Reduce -62.4% 153,776 $1.6M
Caprock Group, LLC 0.06% Add +0.5% 153,693 $1.6M
MetLife Investment Management, LLC 0.01% Reduce -0.4% 149,559 $1.5M
Treasurer of the State of North Carolina 0.01% Add +0.4% 136,347 $1.4M
Comerica Bank 0.01% Reduce -6.8% 135,184 $1.4M
Amalgamated Bank 0.01% Reduce -26.2% 134,961 $1.4M
Amica Mutual Insurance Co. 0.13% No change 131,037 $1.4M
Edgestream Partners, L.P. 0.06% Add +21.3% 128,873 $1.3M
Cerity Partners LLC 0.00% Reduce -11.6% 122,906 $1.3M
LSV Asset Management 0.00% New 120,200 $1.2M
National Philanthropic Trust 0.02% No change 115,722 $1.2M
Public Employees Retirement System of Ohio 0.01% Reduce -4.5% 114,787 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -11.0% 106,183 $1.1M
Ensign Peak Advisors, Inc 0.00% Reduce -85.7% 93,651 $966K
State of Tennessee, Department of Treasury 0.00% No change 93,600 $966K
Pinebridge Investments, L.P. 0.01% New 91,641 $946K
XTX Topco Ltd 0.07% New 86,695 $895K
Tairen Capital Ltd 0.03% Add +14.3% 80,000 $884K
Two Sigma Securities, LLC 0.07% Add +191.6% 84,570 $873K
Cynosure Group, LLC 0.13% Reduce -58.0% 83,103 $858K
Louisiana State Employees Retirement System 0.02% Reduce -0.5% 80,000 $826K
Arizona State Retirement System 0.00% Add +1.8% 75,368 $778K
Millennium Management 0.00% Reduce -96.9% 73,358 $757K
Neo Ivy Capital Management 0.23% New 69,768 $720K
PEAK6 Investments LLC 0.04% Reduce -68.7% 69,745 $720K
State of Michigan Retirement System 0.00% No change 68,500 $707K
Thrivent Financial for Lutherans 0.00% Reduce -1.3% 68,313 $705K
Capital Fund Management S.A. 0.01% New 65,696 $678K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.9% 64,023 $661K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +1.0% 63,611 $656K
GTS Securities LLC 0.01% Reduce -60.3% 62,685 $647K
New Mexico Educational Retirement Board 0.02% No change 62,400 $644K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.8% 62,091 $641K
Citigroup Inc. 0.00% Reduce -42.3% 60,254 $622K
Ameritas Investment Partners, Inc. 0.02% Reduce -2.0% 59,204 $611K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.0% 58,430 $603K
Guggenheim Capital LLC 0.00% Reduce -0.1% 57,440 $593K
Bayesian Capital Management, LP 0.07% New 57,000 $588K
Gsa Capital Partners LLP 0.04% Add +248.2% 55,707 $575K
Centiva Capital, LP 0.03% Reduce -37.8% 55,593 $574K
Envestnet Asset Management Inc. 0.00% Reduce -80.2% 54,626 $564K
Handelsbanken Fonder AB 0.00% No change 54,500 $562K
Neuberger Berman Group LLC 0.00% Reduce -26.6% 51,328 $530K
Nebula Research & Development LLC 0.06% New 50,950 $526K
Versor Investments LP 0.08% New 50,000 $516K
Texas Treasury Safekeeping Trust Co. 0.02% No change 48,956 $505K
Deutsche Bank AG 0.00% Add +0.0% 47,698 $492K
Verition Fund Management LLC 0.00% Reduce -14.4% 46,979 $485K
Janney Montgomery Scott LLC 0.00% Add +45.2% 45,985 $475K
SG Americas Securities, LLC 0.00% Reduce -50.6% 43,988 $454K
Cresset Asset Management, LLC 0.00% New 43,839 $452K
River Global Investors LLP 0.10% Reduce -0.5% 43,722 $451K
Hel Ved Capital Management Ltd 0.21% New 43,200 $446K
Mariner, LLC 0.00% New 41,078 $424K
Levin Capital Strategies, L.P. 0.04% New 40,000 $413K
RBF Capital, LLC 0.02% Reduce -21.3% 40,000 $413K
Bank of Nova Scotia 0.00% New 38,929 $402K
HarbourVest Partners LLC 0.21% No change 38,693 $399K
Mission Wealth Management, LP 0.01% Add +8.2% 38,066 $393K
Scientech Research LLC 0.08% New 37,425 $386K
Vanguard Personalized Indexing Management, LLC 0.01% Add +43.3% 36,869 $380K
CI Investments Inc. 0.00% Reduce -49.0% 35,964 $371K
Sei Investments Co. 0.00% Reduce -76.4% 35,011 $361K
Xponance LLC 0.00% Add +10.5% 34,947 $361K
State of Alaska, Department of Revenue 0.00% Add +7.1% 34,265 $353K
Pictet Asset Management Holding SA 0.00% No change 34,006 $351K
Wolverine Trading, LLC 0.01% Reduce -22.8% 33,305 $350K
Cambridge Investment Research Advisors, Inc. 0.00% New 31,755 $328K
Susquehanna International Group, LLP 0.00% Reduce -99.0% 30,952 $319K
Leonteq Securities AG 0.04% Add +90.5% 30,461 $314K
Public Employees Retirement Association of Colorado 0.00% No change 29,750 $307K
Korea Investment CORP 0.00% No change 29,515 $305K
Stifel Financial Corp. 0.00% Reduce -71.9% 29,426 $304K
Bank of Montreal 0.00% Reduce -8.3% 28,429 $299K
Qsemble Capital Management, LP 0.05% Reduce -54.5% 28,466 $294K
Counterpoint Mutual Funds LLC 0.05% New 26,456 $273K
EntryPoint Capital, LLC 0.15% New 25,948 $268K
ProShare Advisors LLC 0.00% Add +87.7% 25,160 $260K
Creative Planning 0.00% New 24,583 $254K
Rakuten Securities, Inc. 0.11% Reduce -9.7% 24,486 $253K
Cornerstone Investment Partners, LLC 0.01% Reduce -4.0% 24,363 $251K
Schonfeld Strategic Advisors LLC 0.00% Add +90.3% 23,942 $247K
Jasper Ridge Partners, L.P. 0.01% No change 23,858 $246K
Prudential Financial Inc. 0.00% Add +15.3% 23,762 $245K
AlphaQuest LLC 0.02% Reduce -2.1% 23,320 $241K
Tower Research Capital LLC (TRC) 0.01% Add +3.5% 23,271 $240K
Waratah Capital Advisors Ltd. 0.01% New 22,782 $235K
Securian Asset Management, Inc. 0.01% Reduce -1.0% 22,439 $232K
Cetera Investment Advisers 0.00% Reduce -56.4% 21,482 $222K
Ethic Inc. 0.01% Add +0.9% 13,554 $217K
Rafferty Asset Management, LLC 0.00% Reduce -32.1% 20,422 $211K
Summit Trail Advisors, LLC 0.01% New 20,217 $209K
Profund Advisors LLC 0.01% Reduce -20.8% 19,602 $202K
Crossmark Global Holdings, Inc. 0.00% No change 19,376 $200K
Teza Capital Management LLC 0.02% Reduce -20.1% 19,197 $198K
Daiwa Securities Group Inc. 0.00% Reduce -46.6% 18,282 $188K
Nomura Holdings Inc. 0.00% Reduce -92.0% 18,168 $187K
Maryland State Retirement & Pension System 0.00% Reduce -27.7% 17,825 $184K
Yorktown Management & Research Co Inc 0.18% New 17,300 $179K
Numerai GP LLC 0.05% New 17,271 $178K
Claret Asset Management Corp 0.03% Add +0.5% 16,192 $167K
M&T Bank Corp 0.00% Add +30.2% 16,152 $167K
Institute for Wealth Management, LLC. 0.02% No change 16,039 $166K
Amica Retiree Medical Trust 0.13% — 15,471 $160K
Wells Fargo & Company 0.00% Reduce -78.0% 15,164 $156K
Pathstone Holdings, LLC 0.00% Add +20.9% 14,796 $153K
LPL Financial LLC 0.00% Add +8.0% 14,651 $151K
Capstone Investment Advisors, LLC 0.01% New 14,409 $149K
Raymond James & Associates 0.00% Reduce -0.4% 13,958 $144K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -85.5% 13,747 $142K
FORA Capital, LLC 0.02% New 13,017 $134K
US Bancorp \de 0.00% Add +164.7% 12,742 $131K
SkyView Investment Advisors, LLC 0.02% New 12,500 $129K
Belpointe Asset Management LLC 0.01% New 12,336 $127K
Evergreen Capital Management LLC 0.00% New 12,271 $127K
iSAM Funds (UK) Ltd 0.07% New 12,073 $125K
49 Wealth Management, LLC 0.02% Reduce -6.2% 11,997 $124K
Sterling Capital Management LLC 0.00% — 11,897 $123K
Pension & Wealth Management Advisors, Inc. 0.06% Reduce -1.5% 11,687 $121K
Shell Asset Management Co. 0.01% — 11,510 $119K
Petrus Trust Company, LTA 0.01% Reduce -51.5% 11,521 $119K
Shelton Capital Management 0.00% No change 11,227 $116K
KCM Investment Advisors LLC 0.00% No change 11,204 $116K
Crestwood Advisors Group, LLC 0.00% Reduce -1.7% 11,176 $115K
CIBC Asset Management Inc 0.00% Add +3.9% 11,135 $115K
PNC Financial Services Group, Inc. 0.00% Add +67.9% 10,765 $111K
Wedmont Private Capital 0.01% New 11,537 $110K
American Trust 0.01% New 10,030 $104K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.00% Reduce -84.6% 10,000 $103K
KBC Group NV 0.00% Add +39.0% 9,393 $97K
Royal Bank of Canada 0.00% Reduce -92.4% 8,929 $93K
Storebrand Asset Management As 0.00% No change 8,888 $92K
Caption Management, LLC 0.01% New 8,000 $83K
Canada Pension Plan Investment Board 0.00% Reduce -28.6% 6,500 $67K
DekaBank Deutsche Girozentrale 0.00% No change 5,493 $57K
J.Safra Asset Management Corp 0.00% Add +75.8% 4,639 $49K
Advisors Asset Management, Inc. 0.00% Reduce -14.7% 4,460 $46K
Performa Ltd (US), LLC 0.02% Add +122.2% 4,000 $41K
GAMMA Investing LLC 0.00% Add +114.8% 3,992 $41K
Mirae Asset Global Investments Co., Ltd. 0.00% New 3,482 $37K
Aster Capital Management (DIFC) Ltd 0.01% — 3,267 $34K
IFP Advisors, Inc 0.00% Reduce -49.9% 3,158 $33K
Raleigh Capital Management Inc. 0.01% New 3,000 $31K
Arax Advisory Partners 0.00% Add +12.6% 2,973 $31K
Advisory Services Network, LLC 0.00% No change 2,200 $28K
Fifth Third Bancorp 0.00% Add +22.9% 2,595 $27K
Steward Partners Investment Advisory, LLC 0.00% Add +24.3% 2,557 $26K
Osaic Holdings, Inc. 0.00% Add +15.9% 2,411 $25K
Farther Finance Advisors, LLC 0.00% Add +101.3% 2,355 $24K
Caitlin John, LLC 0.02% New 2,280 $24K
Venturi Wealth Management, LLC 0.00% Add +58.0% 2,042 $21K
Brooklyn Investment Group 0.01% New 2,035 $21K
Cwm, LLC 0.00% Add +87.0% 2,037 $21K
Allworth Financial LP 0.00% Add +387.3% 1,988 $21K
Lindbrook Capital, LLC 0.00% Add +109.3% 1,967 $20K
Signaturefd, LLC 0.00% Add +237.4% 1,748 $18K
Smartleaf Asset Management LLC 0.00% Add +4.9% 1,516 $16K
Quarry LP 0.00% Reduce -50.1% 1,428 $15K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 1,413 $15K
Nisa Investment Advisors, LLC 0.00% Add +541.9% 1,380 $14K
Guinness Atkinson Asset Management Inc 0.01% No change 1,285 $13K
Rise Advisors, LLC 0.01% No change 1,070 $11K
UMB Bank, n.a. 0.00% Add +327.5% 1,043 $11K
Ancora Advisors LLC 0.00% No change 1,000 $10K
Quadrant Capital Group LLC 0.00% Add +531.5% 941 $10K
Optiver Holding B.V. 0.00% New 924 $10K
Plato Investment Management Ltd 0.00% No change 820 $8K
Summit Securities Group LLC 0.01% New 745 $8K
Covestor Ltd 0.01% Reduce -73.5% 731 $8K
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 729 $8K
Truvestments Capital LLC 0.00% New 670 $7K
Parallel Advisors, LLC 0.00% Add +23.8% 630 $7K
Bessemer Group Inc. 0.00% Add +187.7% 633 $6K
Huntington National Bank 0.00% Add +69.5% 529 $5K
Washington Trust Advisors, Inc. 0.00% No change 477 $5K
Fortitude Family Office, LLC 0.00% New 358 $4K
First Horizon Advisors, Inc. 0.00% Add +36.4% 322 $3K
Parkside Financial Bank & Trust 0.00% Reduce -90.2% 306 $3K
Sunbelt Securities, Inc. 0.00% Reduce -23.4% 297 $3K
Arcadia Investment Management Corp. 0.00% No change 250 $3K
Blue Trust, Inc. 0.00% Add +1850.0% 195 $2K
Principal Securities, Inc. 0.00% Reduce -12.9% 237 $2K
Quent Capital, LLC 0.00% No change 234 $2K
Operose Advisors LLC 0.00% No change 217 $2K
Bell Investment Advisors, Inc 0.00% Reduce -45.9% 203 $2K
Aspect Partners, LLC 0.00% No change 200 $2K
Capital Advisors, Ltd. LLC 0.00% Add +147.6% 156 $2K
Chesapeake Asset Management LLC 0.00% No change 189 $2K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 188 $2K
Hobbs Group Advisors, LLC 0.00% No change 185 $2K
Bellevue Asset Management, LLC 0.00% No change 180 $2K
Global Retirement Partners, LLC 0.00% Reduce -50.9% 168 $2K
West Branch Capital LLC 0.00% No change 150 $2K
Cedar Mountain Advisors, LLC 0.00% No change 147 $2K
Earned Wealth Advisors, LLC 0.00% New 136 $1K
Gilliland Jeter Wealth Management LLC 0.00% No change 135 $1K
Tidemark, LLC 0.00% No change 134 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -23.8% 112 $1K
Farmers & Merchants Investments Inc. 0.00% No change 110 $1K
EverSource Wealth Advisors, LLC 0.00% Add +21.4% 102 $1K
SJS Investment Consulting Inc. 0.00% Reduce -1.9% 101 $1K
SWAN Capital LLC 0.00% No change 100 $1K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 100 $1K
Lazard Asset Management LLC 0.00% Reduce -99.6% 181 $1K
Continuum Advisory, LLC 0.00% New 78 $825
Private Wealth Management Group, LLC 0.00% New 65 $671
Cherry Tree Wealth Management, LLC 0.00% No change 52 $537
MV Capital Management, Inc. 0.00% Add +1050.0% 46 $475
Larson Financial Group LLC 0.00% No change 45 $464
Riggs Asset Managment Co. Inc. 0.00% New 44 $455
Bruce G. Allen Investments, LLC 0.00% Reduce -47.4% 30 $310
Rothschild Investment LLC 0.00% Add +133.3% 28 $289
Northwestern Mutual Wealth Management Co. 0.00% Reduce -47.2% 28 $289
JFS Wealth Advisors, LLC 0.00% Reduce -80.0% 4 $42
Claris Advisors, LLC / Mo / 0.00% New 2 $21
DiNuzzo Private Wealth, Inc. 0.00% Reduce -60.0% 2 $21
Avion Wealth 0.00% Add +46.1% 57 $0
Hemington Wealth Management 0.00% New 5 $0

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