Zoominfo TechnologiesGTM

13F holders, Q1 2026 (March 31)
364holders +4
82new positions
76sold out
7famous investors
$5.98avg. 13F price*

At the end of Q1 2026, 364 institutions reported holding Zoominfo Technologies Inc. (GTM) in their 13F filings, up 4 from Q4 2025. 82 opened new positions and 76 sold out. The largest holders were BlackRock, Inc. ($196.4M), RPD Fund Management LLC ($102.9M) and FMR LLC ($95.3M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions82$66.8M
Exits76$372.0M

All 13F filers, Q4 2025 → Q1 2026: 77,264,398 shares bought and 62,383,315 shares sold, net +14,881,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 364 holders

BlackRock, Inc. 0.00% Add +32.9% 32,843,553 $196.4M
RPD Fund Management LLC 33.92% Add +78.6% 17,199,109 $102.9M
FMR LLC 0.01% Reduce -32.1% 15,944,197 $95.3M
Glenview Capital Management, LLC 2.57% Reduce -20.5% 15,905,242 $95.1M
Dimensional Fund Advisors LP 0.02% Add +24.7% 15,100,675 $90.3M
Vanguard Portfolio Management LLC 0.00% — 12,962,162 $77.5M
LSV Asset Management 0.16% Add +20.3% 12,246,562 $73.2M
Greenhouse Funds LLLP 3.25% Add +7.8% 11,463,138 $68.5M
Vanguard Capital Management LLC 0.00% — 10,755,199 $64.3M
AQR Capital Management 0.03% Add +115.6% 9,463,206 $56.6M
State Street Corp. 0.00% Add +6.5% 9,148,566 $54.7M
JPMorgan Chase & Co. 0.00% Reduce -0.3% 9,100,859 $54.3M
Jupiter Asset Management Ltd. 0.23% Add +661.5% 7,163,325 $42.8M
Geode Capital Management, LLC 0.00% Reduce -0.4% 5,426,404 $32.5M
Adage Capital Partners Gp, L.L.C. 0.04% Add +58.3% 4,750,000 $28.4M
Morgan Stanley 0.00% Add +207.2% 4,375,366 $26.2M
Quantinno Capital Management LP 0.04% Add +127.7% 4,144,952 $24.8M
Pacer Advisors, Inc. 0.07% Add +14.2% 3,877,665 $23.2M
Primecap Management Co. 0.02% Reduce -12.1% 3,224,964 $19.3M
Citadel Advisors 0.01% Add +35.1% 2,926,199 $17.5M
Charles Schwab Investment Management Inc. 0.00% Add +13.8% 2,739,166 $16.4M
Goldman Sachs Group Inc. 0.00% Add +178.7% 2,637,343 $15.8M
Marshall Wace, LLP 0.01% New 2,319,145 $13.9M
Lynrock Lake LP 2.11% New 2,066,666 $12.4M
Bank of America Corp. 0.00% Add +81.1% 1,898,951 $11.4M
UBS Group AG 0.00% Reduce -12.3% 1,844,291 $11.0M
Northern Trust Corp. 0.00% Reduce -24.7% 1,771,201 $10.6M
Jane Street Group, LLC 0.01% Add +255.4% 1,745,970 $10.4M
Vanguard Fiduciary Trust Co. 0.00% — 1,657,625 $9.9M
Bank of New York Mellon Corp 0.00% Reduce -6.4% 1,624,183 $9.7M
BNP Paribas Financial Markets 0.01% Add +254.6% 1,592,592 $9.5M
HRT Financial LP 0.02% Add +3212.1% 1,582,508 $9.5M
Assenagon Asset Management S.A. 0.01% Add +5757.6% 1,538,853 $9.2M
Balyasny Asset Management L.P. 0.02% Add +445.2% 1,528,086 $9.1M
Gotham Asset Management 0.03% Add +837.1% 1,504,892 $9.0M
Prelude Capital Management, LLC 0.68% Add +2.9% 1,486,893 $8.9M
Invesco Ltd. 0.00% Add +11.7% 1,421,132 $8.5M
Victory Capital Management Inc. 0.01% Add +98.0% 1,394,519 $8.3M
Principal Financial Group Inc. 0.00% Add +120.6% 1,301,370 $7.8M
Ardmore Road Asset Management LP 0.50% Add +53.2% 1,268,300 $7.6M
Susquehanna International Group, LLP 0.01% Add +536.2% 1,251,885 $7.5M
Millennium Management 0.01% Add +251.8% 1,221,041 $7.3M
Robeco Institutional Asset Management B.V. 0.01% Add +70.7% 1,191,287 $7.1M
Retirement Systems of Alabama 0.02% Reduce -23.2% 1,088,013 $6.5M
WINTON GROUP Ltd 0.21% Add +3386.5% 1,007,607 $6.0M
Public Sector Pension Investment Board 0.02% New 961,100 $5.7M
Cramer Rosenthal McGlynn LLC 0.39% Reduce -73.2% 889,757 $5.3M
Citigroup Inc. 0.00% Add +961.5% 852,051 $5.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +1825.8% 816,805 $4.9M
First Trust Advisors LP 0.00% Reduce -0.8% 814,332 $4.9M
Cerity Partners LLC 0.01% Reduce -48.7% 814,054 $4.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.3% 809,869 $4.8M
Squarepoint Ops LLC 0.01% New 805,192 $4.8M
Hillsdale Investment Management Inc. 0.12% No change 741,815 $4.4M
Two Sigma Investments, LP 0.00% Reduce -28.6% 735,317 $4.4M
Ingalls & Snyder LLC 0.15% Add +56.4% 683,641 $4.1M
Dragoneer Investment Group, LLC 0.13% No change 670,000 $4.0M
Amundi 0.00% Add +724.9% 667,967 $4.0M
Rhumbline Advisers 0.00% Reduce -10.6% 623,401 $3.7M
Legal & General Group Plc 0.00% Add +50.2% 604,174 $3.6M
ExodusPoint Capital Management, LP 0.03% New 557,244 $3.3M
Brevan Howard Capital Management LP 0.03% Add +577.4% 548,108 $3.3M
Kestrel Investment Management Corp. 1.95% Reduce -0.8% 547,100 $3.3M
Corient Private Wealth LP 0.00% Add +1308.8% 534,664 $3.2M
Swiss National Bank 0.00% Reduce -1.8% 524,300 $3.1M
Trexquant Investment LP 0.02% Reduce -16.6% 521,067 $3.1M
Ameriprise Financial Inc. 0.00% Add +77.6% 500,840 $3.0M
Sone Capital Management, LLC 0.24% Add +1.6% 475,244 $2.8M
Creative Planning 0.00% Add +546.6% 473,998 $2.8M
Federated Hermes, Inc. 0.00% Reduce -30.6% 456,381 $2.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -9.1% 423,234 $2.5M
Barclays PLC 0.00% Reduce -3.8% 417,000 $2.5M
Man Group plc 0.01% Add +2.5% 416,840 $2.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -28.0% 412,031 $2.5M
Nuveen, LLC 0.00% Add +1.1% 407,676 $2.4M
Alliancebernstein L.P. 0.00% Reduce -32.7% 226,745 $2.3M
Vanguard Global Advisers, LLC 0.00% — 353,952 $2.1M
Circumference Group LLC 4.69% Reduce -23.1% 350,000 $2.1M
Ionic Capital Management LLC 2.05% Add +143.2% 341,655 $2.0M
Empowered Funds, LLC 0.01% Add +45.0% 333,574 $2.0M
Vinva Investment Management Ltd 0.02% Add +174.7% 217,628 $1.9M
Campbell & CO Investment Adviser LLC 0.11% Add +348.0% 315,643 $1.9M
Holocene Advisors, LP 0.00% New 315,223 $1.9M
American Century Companies Inc. 0.00% Add +24.7% 307,207 $1.8M
Summit Trail Advisors, LLC 0.03% Add +137.4% 303,936 $1.8M
Picton Mahoney Asset Management 0.02% Add +215.4% 300,193 $1.8M
Mubadala Investment Co PJSC 0.01% New 297,911 $1.8M
California State Teachers Retirement System 0.00% Add +16.5% 296,021 $1.8M
Bank of Nova Scotia 0.00% New 284,387 $1.7M
VARCOV Co. 0.63% New 280,577 $1.7M
Natixis 0.01% New 275,883 $1.6M
Royal Bank of Canada 0.00% Add +116.3% 270,873 $1.6M
Easterly Investment Partners LLC 0.12% Add +72.7% 268,370 $1.6M
Bridgefront Capital, LLC 0.39% New 261,578 $1.6M
New York State Teachers Retirement System 0.00% Add +8.8% 258,642 $1.5M
T. Rowe Price Associates Inc. 0.00% Add +7.1% 258,481 $1.5M
D. E. Shaw & Co. 0.00% New 250,215 $1.5M
Prudential Financial Inc. 0.00% Add +1081.9% 245,922 $1.5M
Nomura Asset Management International Inc. 0.00% New 244,700 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 242,259 $1.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 237,010 $1.4M
Villanova Investment Management Co LLC 1.42% Reduce -18.4% 231,620 $1.4M
Tocqueville Asset Management L.P. 0.02% Add +12.2% 230,000 $1.4M
Cynosure Group, LLC 0.17% No change 227,765 $1.4M
Dark Forest Capital Management LP 0.12% New 224,838 $1.3M
CANADA LIFE ASSURANCE Co 0.00% Add +38.2% 222,407 $1.3M
Focus Partners Wealth 0.00% Add +245.7% 209,090 $1.3M
State of Wisconsin Investment Board 0.00% Add +42.5% 206,366 $1.2M
Utah Retirement Systems 0.01% No change 201,023 $1.2M
Sei Investments Co. 0.00% Reduce -4.7% 192,434 $1.2M
Atom Investors LP 0.08% New 191,244 $1.1M
Mercer Global Advisors Inc. 0.00% Add +272.9% 181,957 $1.1M
Thrivent Financial for Lutherans 0.00% Add +188.8% 179,839 $1.1M
Skye Global Management LP 0.02% New 168,500 $1.0M
Cwm, LLC 0.00% Add +7.7% 168,046 $1.0M
Odyssean, LLC 0.36% Add +118.8% 163,029 $975K
GMO 0.00% New 157,438 $941K
State of Alaska, Department of Revenue 0.01% Add +278.7% 143,495 $858K
Wealth Enhancement Advisory Services, LLC 0.00% Add +20.6% 156,088 $808K
Janus Henderson Group PLC 0.00% No change 131,932 $788K
Canada Pension Plan Investment Board 0.00% Reduce -78.2% 124,300 $743K
Calydon Capital 0.12% Add +259.5% 302,714 $720K
Louisiana State Employees Retirement System 0.01% Add +56.9% 119,100 $712K
Police & Firemen's Retirement System of New Jersey 0.01% No change 117,547 $703K
Vident Advisory, LLC 0.01% New 114,346 $684K
Capital Fund Management S.A. 0.01% Add +113.5% 113,767 $680K
Algert Global LLC 0.01% New 113,230 $677K
National Philanthropic Trust 0.01% No change 112,641 $674K
Crossmark Global Holdings, Inc. 0.01% Add +484.5% 112,605 $673K
Deutsche Bank AG 0.00% Reduce -94.8% 111,689 $668K
Treasurer of the State of North Carolina 0.00% Reduce -0.1% 111,049 $664K
SG Americas Securities, LLC 0.00% Add +107.9% 106,643 $638K
PEAK6 LLC 0.02% Reduce -25.3% 101,698 $608K
Wellington Management Group LLP 0.00% New 98,798 $591K
Schonfeld Strategic Advisors LLC 0.00% New 97,217 $581K
State of Wyoming 0.07% Add +19.0% 95,548 $571K
Ossiam 0.01% No change 94,429 $565K
Handelsbanken Fonder AB 0.00% No change 94,100 $563K
Tower Research Capital LLC (TRC) 0.01% Add +536.6% 91,606 $548K
HighTower Advisors, LLC 0.00% Reduce -0.7% 91,284 $546K
Chicago Partners Investment Group LLC 0.01% Add +340.8% 84,318 $536K
New York State Common Retirement Fund 0.00% Reduce -37.8% 83,860 $501K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 83,414 $499K
Lavelle Capital LP 0.31% No change 83,085 $497K
Amalgamated Bank 0.00% Reduce -34.9% 81,808 $489K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +141.2% 80,968 $484K
Public Employees Retirement System of Ohio 0.00% Reduce -4.1% 79,350 $475K
Graham Capital Management, L.P. 0.02% Add +31.1% 78,818 $471K
Amica Mutual Insurance Co. 0.04% No change 78,264 $468K
Walleye Capital LLC 0.00% Add +511.8% 78,162 $467K
Watershed Asset Management, L.L.C. 0.48% New 77,728 $465K
Arizona State Retirement System 0.00% Reduce -4.4% 72,750 $435K
Yousif Capital Management, LLC 0.01% Reduce -14.9% 72,353 $433K
Mariner, LLC 0.00% New 68,712 $411K
Sivia Capital Partners, LLC 0.08% New 68,523 $410K
Jefferies Financial Group Inc. 0.01% New 67,880 $406K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -23.6% 67,100 $401K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.2% 66,438 $397K
Vanguard Investments Australia, Ltd. 0.00% — 65,190 $390K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +54.3% 63,932 $382K
Fifth Third Bancorp 0.00% Add +2094.6% 62,898 $376K
New Mexico Educational Retirement Board 0.01% No change 62,400 $373K
State of Tennessee, Department of Treasury 0.00% Reduce -41.5% 61,590 $368K
Jain Global LLC 0.01% Reduce -94.8% 61,574 $368K
Oregon Public Employees Retirement Fund 0.00% Add +12.8% 61,400 $367K
Neuberger Berman Group LLC 0.00% Add +9.1% 60,557 $362K
Manufacturers Life Insurance Company, The 0.00% Reduce -69.2% 58,347 $349K
KLP Kapitalforvaltning As 0.00% No change 57,600 $344K
Captrust Financial Advisors 0.00% Add +18.8% 56,862 $340K
Maryland State Retirement & Pension System 0.01% Add +293.3% 52,235 $312K
Globeflex Capital L P 0.05% No change 52,010 $311K
Teacher Retirement System of Texas 0.00% Reduce -38.6% 48,599 $291K
HUB Investment Partners, LLC 0.01% Add +200.3% 46,095 $276K
Brooklyn Investment Group 0.01% Add +277.2% 44,848 $268K
Elo Mutual Pension Insurance Co 0.00% Add +67.2% 44,823 $268K
Vanguard Personalized Indexing Management, LLC 0.00% Add +27.9% 44,226 $264K
Ieq Capital, LLC 0.00% Reduce -63.6% 44,218 $264K
Pictet Asset Management Holding SA 0.00% Add +13.3% 44,184 $264K
Kera Capital Partners, Inc. 0.03% Add +33.3% 43,848 $262K
Essential Partners LLC 0.09% Reduce -36.9% 43,840 $262K
DRW Securities, LLC 0.01% Add +225.6% 41,791 $250K
PNC Financial Services Group, Inc. 0.00% Add +171.0% 41,171 $246K
Syon Capital LLC 0.01% Add +90.3% 41,132 $246K
Inscription Capital, LLC 0.03% Add +49.8% 40,537 $242K
Arax Advisory Partners 0.01% Add +891.2% 40,222 $241K
Engineers Gate Manager LP 0.00% Add +113.4% 39,541 $236K
Baird Financial Group, Inc. 0.00% Add +43.7% 36,343 $217K
Fred Alger Management, LLC 0.00% Add +19.3% 35,748 $214K
Aaron Wealth Advisors LLC 0.01% New 35,685 $213K
Mission Wealth Management, LP 0.00% Add +0.3% 34,891 $209K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 34,773 $208K
Pathstone Holdings, LLC 0.00% New 34,641 $207K
Swiss Life Asset Management Ltd 0.00% Add +15.1% 34,526 $206K
Mirabella Financial Services LLP 0.02% Reduce -4.0% 33,864 $203K
Integrated Wealth Concepts LLC 0.00% New 33,711 $202K
XTX Topco Ltd 0.00% Reduce -83.5% 33,385 $200K
EntryPoint Capital, LLC 0.06% New 32,842 $196K
Freestone Grove Partners LP 0.00% New 31,772 $190K
Mutual of America Capital Management LLC 0.00% Reduce -73.1% 30,745 $184K
Focus Partners Advisor Solutions, LLC 0.00% Add +86.5% 30,260 $181K
CM Wealth Advisors LLC 0.04% New 30,101 $180K
RBF Capital, LLC 0.01% No change 30,000 $179K
Public Employees Retirement Association of Colorado 0.00% No change 29,750 $178K
Baker Avenue Asset Management, LP 0.00% New 28,821 $172K
9823 Capital, L.P. 0.13% New 28,602 $171K
Oppenheimer Asset Management Inc. 0.00% Reduce -35.8% 28,165 $168K
M&T Bank Corp 0.00% Add +77.8% 27,438 $164K
Crestwood Advisors Group, LLC 0.00% Add +46.2% 27,239 $163K
Bridgewater Associates 0.00% Reduce -98.6% 26,574 $159K
Ensign Peak Advisors, Inc 0.00% No change 25,901 $155K
Ethic Inc. 0.00% Add +0.5% 25,887 $155K
Sequoia Financial Advisors, LLC 0.00% Add +27.4% 25,849 $155K
Bank of Montreal 0.00% Reduce -31.8% 25,677 $154K
SummitTX Capital, L.P. 0.00% New 25,369 $152K
Two Sigma Securities, LLC 0.02% New 25,186 $151K
Capstone Investment Advisors, LLC 0.00% New 25,144 $150K
HSBC Holdings PLC 0.00% Add +48.3% 24,773 $149K
Vise Technologies, Inc. 0.00% No change 14,537 $148K
Brighton Jones LLC 0.00% New 23,965 $143K
Jasper Ridge Partners, L.P. 0.00% No change 23,858 $143K
Claret Asset Management Corp 0.02% Add +0.0% 22,688 $136K
Russell Investments Group, Ltd. 0.00% No change 22,399 $134K
Certuity, LLC 0.01% Add +94.3% 22,362 $134K
Xponance LLC 0.00% Reduce -28.6% 22,075 $132K
United Capital Financial Advisors, LLC 0.00% New 21,955 $131K
Landscape Capital Management, L.L.C. 0.01% New 21,932 $131K
Cornerstone Investment Partners, LLC 0.01% Add +29.8% 21,540 $129K
Verition Fund Management LLC 0.00% Reduce -69.4% 21,446 $128K
Hantz Financial Services, Inc. 0.00% Add +214.5% 21,111 $126K
Versant Capital Management, Inc 0.01% Add +374.6% 21,006 $126K
Lazard Asset Management LLC 0.00% Add +6.3% 20,783 $124K
Citizens Financial Group Inc. 0.00% New 19,597 $117K
Bull Harbor Capital LLC 0.03% — 19,579 $117K
Bayforest Capital Ltd 0.13% Reduce -45.6% 19,533 $117K
Magnetar Financial LLC 0.00% Reduce -88.1% 19,335 $116K
CIBC Asset Management Inc 0.00% Add +58.8% 19,266 $115K
Voya Investment Management LLC 0.00% Reduce -88.9% 18,976 $113K
SBI Securities Co., Ltd. 0.00% Reduce -2.1% 18,488 $111K
Optas, LLC 0.02% Add +3.6% 18,363 $110K
Perbak Capital Partners LLP 0.03% New 18,101 $108K
Walleye Trading LLC 0.00% New 17,999 $108K
Fielder Capital Group LLC 0.02% Add +16.8% 17,983 $108K
Cresset Asset Management, LLC 0.00% Add +14.1% 17,835 $107K
Frec Markets, Inc. 0.02% New 17,620 $105K
Transcend Capital Advisors, LLC 0.01% Add +32.3% 17,340 $104K
DNB Asset Management AS 0.00% New 17,208 $103K
Group One Trading LLC 0.00% Reduce -75.4% 16,825 $101K
Merit Financial Group, LLC 0.00% Add +27.3% 16,706 $100K
Los Angeles Capital Management LLC 0.00% Add +949.4% 16,580 $99K
New Age Alpha Advisors, LLC 0.00% Reduce -2.4% 16,518 $99K
NorthCrest Asset Manangement, LLC 0.00% New 16,947 $98K
Evergreen Capital Management LLC 0.00% Reduce -23.5% 16,174 $97K
Diversified Trust Co. 0.00% New 15,866 $95K
Stifel Financial Corp. 0.00% Add +23.2% 15,650 $94K
Lido Advisors, LLC 0.00% New 15,532 $93K
Acadian Asset Management LLC 0.00% Reduce -92.1% 14,977 $89K
MAI Capital Management 0.00% Add +22717.2% 14,603 $87K
Frank, Rimerman Advisors LLC 0.01% New 14,313 $86K
Sagewood Asset Management LP 0.03% New 13,918 $83K
Sage Rhino Capital LLC 0.02% New 13,850 $83K
AlphaCore Capital LLC 0.00% New 13,758 $82K
Catalyst Funds Management Pty Ltd 0.01% New 13,400 $80K
HB Wealth Management, LLC 0.00% New 13,348 $80K
O'shaughnessy Asset Management, LLC 0.00% New 13,030 $78K
CSS LLC 0.01% Add +26.5% 12,701 $76K
Allworth Financial LP 0.00% Add +221.7% 12,657 $76K
Sepio Capital, LP 0.00% New 12,629 $76K
OMERS ADMINISTRATION Corp 0.00% New 12,600 $75K
Cornerstone Wealth Group, LLC 0.00% New 11,951 $74K
Daymark Wealth Partners, LLC 0.00% New 12,110 $72K
Wells Fargo & Company 0.00% Reduce -89.0% 12,031 $72K
MQS Management LLC 0.05% New 11,918 $71K
Krilogy Financial LLC 0.00% Reduce -47.4% 10,836 $67K
Waddell & Associates, LLC 0.00% Reduce -12.3% 10,932 $65K
QTR Family Wealth, LLC 0.03% New 11,226 $65K
Pallas Capital Advisors LLC 0.00% Reduce -74.8% 10,778 $64K
Knightsbridge Asset Management, LLC 0.01% New 10,678 $64K
Entropy Technologies, LP 0.00% Reduce -37.6% 10,673 $64K
Twinbeech Capital LP 0.01% New 10,431 $62K
Raymond James Financial Inc. 0.00% Reduce -98.7% 10,090 $60K
KBC Group NV 0.00% No change 9,973 $60K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 9,515 $57K
Rothschild Investment LLC 0.00% Add +78800.0% 9,468 $57K
SJS Investment Consulting Inc. 0.01% Add +380.0% 8,947 $54K
Advisory Services Network, LLC 0.00% Reduce -7.3% 8,918 $53K
Sterling Capital Management LLC 0.00% Reduce -44.5% 8,703 $52K
GAMMA Investing LLC 0.00% Add +85.4% 8,519 $51K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +3310.3% 8,253 $49K
VestGen Advisors, LLC 0.00% New 12,093 $49K
Parallel Advisors, LLC 0.00% Add +105.1% 7,975 $48K
Signaturefd, LLC 0.00% Add +607.5% 7,160 $43K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.0% 6,685 $40K
STRS Ohio 0.00% Reduce -2.4% 6,204 $37K
True Wealth Design, LLC 0.01% Reduce -19.1% 5,913 $35K
DekaBank Deutsche Girozentrale 0.00% No change 5,493 $34K
Caption Management, LLC 0.00% Reduce -91.3% 5,000 $30K
UMB Bank, n.a. 0.00% Reduce -3.8% 4,358 $26K
Simplex Trading, LLC 0.00% New 4,267 $26K
MetLife Investment Management, LLC 0.00% Reduce -96.8% 4,252 $25K
IFP Advisors, Inc 0.00% Add +167.1% 3,614 $22K
Salomon & Ludwin, LLC 0.00% New 3,652 $21K
Larson Financial Group LLC 0.00% Add +437.8% 3,286 $20K
Mirae Asset Global Investments Co., Ltd. 0.00% New 2,735 $16K
US Bancorp \de 0.00% Reduce -57.7% 2,642 $16K
Performa Ltd (US), LLC 0.00% Add +373.7% 2,250 $13K
Nomura Asset Management Co. Ltd. 0.00% No change 2,100 $13K
Quadrant Capital Group LLC 0.00% Reduce -75.9% 1,983 $12K
Marquette Asset Management, LLC 0.00% Add +66.3% 1,867 $11K
Wealth Preservation Advisors, LLC 0.01% New 1,717 $10K
Covestor Ltd 0.01% Reduce -48.0% 1,739 $10K
Rockefeller Capital Management L.P. 0.00% Add +111.9% 1,032 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Add +844.3% 1,001 $6K
Bell Investment Advisors, Inc 0.00% Add +1423.8% 960 $6K
JPL Wealth Management, LLC 0.00% New 886 $5K
Northwestern Mutual Wealth Management Co. 0.00% New 858 $5K
Jones Financial Companies LLLP 0.00% Add +2.5% 887 $5K
Bessemer Group Inc. 0.00% Reduce -6.5% 764 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +2256.7% 707 $4K
Farther Finance Advisors, LLC 0.00% Add +46.5% 718 $4K
Quent Capital, LLC 0.00% Reduce -26.4% 645 $4K
Osbon Capital Management LLC 0.00% No change 636 $4K
Bruce G. Allen Investments, LLC 0.00% Add +510.6% 574 $3K
Parkside Financial Bank & Trust 0.00% Reduce -21.3% 530 $3K
Leonteq Securities AG 0.00% Reduce -10.6% 483 $3K
Basecamp Wealth Advisors LLC 0.00% Reduce -53.2% 463 $3K
Sunbelt Securities, Inc. 0.00% Add +69.5% 434 $3K
Physician Wealth Advisors, Inc. 0.00% Add +214.4% 393 $2K
Smartleaf Asset Management LLC 0.00% Add +87.1% 378 $2K
Osaic Holdings, Inc. 0.00% Reduce -65.4% 307 $2K
TD Waterhouse Canada Inc. 0.00% New 300 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 274 $2K
Plato Investment Management Ltd 0.00% No change 273 $2K
Farmers & Merchants Investments Inc. 0.00% No change 240 $1K
Nisa Investment Advisors, LLC 0.00% Add +355.8% 237 $1K
Operose Advisors LLC 0.00% No change 217 $1K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 188 $1K
CVA Family Office, LLC 0.00% New 184 $1K
NewEdge Advisors, LLC 0.00% New 180 $1K
Root Financial Partners, LLC 0.00% Reduce -74.0% 180 $1K
Bare Financial Services, Inc 0.00% Add +26.8% 156 $933
Cedar Mountain Advisors, LLC 0.00% No change 147 $879
SHP Wealth Management 0.00% New 145 $867
Godfrey Financial Associates, Inc. 0.00% No change 143 $855
Transamerica Financial Advisors, LLC 0.00% Add +176.3% 105 $627
Abound Financial, LLC 0.00% No change 100 $598
SWAN Capital LLC 0.00% No change 100 $598
Ascentis Independent Advisors 0.00% New 68 $406
Gilpin Wealth Management, LLC 0.00% New 65 $389
Ankerstar Wealth, LLC 0.00% New 64 $383
Steward Partners Investment Advisory, LLC 0.00% No change 56 $335
Raffa Wealth Management, LLC 0.00% Add +4.3% 49 $293
Cromwell Holdings LLC 0.00% No change 48 $287
TD Private Client Wealth LLC 0.00% New 44 $263
Fortitude Family Office, LLC 0.00% Reduce -69.5% 43 $257
Innovative Asset Advisors Group, LLC 0.00% — 39 $233
Dunhill Financial, LLC 0.00% No change 6 $36
DiNuzzo Private Wealth, Inc. 0.00% Reduce -68.4% 6 $36
Rakuten Securities, Inc. 0.00% Reduce -100.0% 6 $36
Harbour Investments, Inc. 0.00% New 5 $30
Curio Wealth, LLC 0.00% New 4 $24
Hughes Financial Services, LLC 0.00% Reduce -93.8% 4 $24
Bay Harbor Wealth Management, LLC 0.00% Reduce -57.1% 3 $17
Rialto Wealth Management, LLC 0.00% Reduce -88.9% 2 $12
Capital Advisors, Ltd. LLC 0.00% Reduce -13.9% 37 $0

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