Zoominfo TechnologiesGTM

13F holders, Q2 2026 (June 30)
332holders −32
81new positions
112sold out
8famous investors
$2.94avg. 13F price*

At the end of Q2 2026, 332 institutions reported holding Zoominfo Technologies Inc. (GTM) in their 13F filings, down 32 from Q1 2026. 81 opened new positions and 112 sold out. The largest holders were BlackRock, Inc. ($122.8M), AQR Capital Management ($47.2M) and Dimensional Fund Advisors LP ($39.7M). 8 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2026 → Q2 2026

InstitutionsTotal Value
New Positions81$39.2M
Exits112$280.4M

All 13F filers, Q1 2026 → Q2 2026: 74,403,892 shares bought and 96,427,496 shares sold, net −22,023,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 332 holders

BlackRock, Inc. 0.00% Add +27.6% 41,915,944 $122.8M
AQR Capital Management 0.02% Add +72.7% 16,341,468 $47.2M
Dimensional Fund Advisors LP 0.01% Reduce -10.3% 13,540,534 $39.7M
Vanguard Portfolio Management LLC 0.00% Reduce -0.6% 12,886,295 $37.8M
LSV Asset Management 0.07% Add +4.8% 12,827,919 $37.6M
State Street Corp. 0.00% Add +23.0% 11,248,736 $33.0M
Vanguard Capital Management LLC 0.00% Reduce -3.1% 10,420,138 $30.5M
Jupiter Asset Management Ltd. 0.12% Add +13.2% 8,106,774 $23.8M
Geode Capital Management, LLC 0.00% Add +37.1% 7,437,900 $21.8M
FMR LLC 0.00% Reduce -56.8% 6,882,728 $20.2M
RPD Fund Management LLC 23.72% Reduce -64.3% 6,131,391 $18.0M
Two Sigma Investments, LP 0.01% Add +699.2% 5,876,526 $17.2M
Morgan Stanley 0.00% Add +27.4% 5,572,615 $16.3M
Goldman Sachs Group Inc. 0.00% Add +104.2% 5,384,638 $15.8M
First Trust Advisors LP 0.01% Add +513.6% 4,996,717 $14.6M
Gotham Asset Management 0.03% Add +221.9% 4,844,725 $14.2M
Millennium Management 0.01% Add +254.2% 4,324,554 $12.7M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -15.8% 4,000,000 $11.7M
Cerity Partners LLC 0.01% Add +383.4% 3,934,850 $11.5M
Victory Capital Management Inc. 0.01% Add +136.4% 3,296,959 $9.7M
Charles Schwab Investment Management Inc. 0.00% Add +18.7% 3,251,111 $9.5M
Northern Trust Corp. 0.00% Add +53.9% 2,726,531 $8.0M
BNP Paribas Financial Markets 0.00% Add +50.2% 2,391,957 $7.0M
Pacer Advisors, Inc. 0.02% Reduce -39.2% 2,356,025 $6.9M
UBS Group AG 0.00% Add +23.3% 2,273,890 $6.7M
JPMorgan Chase & Co. 0.00% Reduce -77.6% 2,034,854 $6.0M
Alliancebernstein L.P. 0.00% Add +318.0% 947,809 $5.7M
D. E. Shaw & Co. 0.00% Add +671.4% 1,930,210 $5.7M
Bank of New York Mellon Corp 0.00% Add +15.7% 1,879,052 $5.5M
HRT Financial LP 0.01% Add +13.6% 1,797,135 $5.3M
Invesco Ltd. 0.00% Add +23.9% 1,761,510 $5.2M
Bank of America Corp. 0.00% Reduce -9.5% 1,719,156 $5.0M
Vanguard Fiduciary Trust Co. 0.00% Add +2.2% 1,694,578 $5.0M
Tudor Investment Corporation 0.02% New 1,546,997 $4.5M
Acadian Asset Management LLC 0.01% Add +10236.2% 1,548,057 $4.5M
BW Gestao de Investimentos Ltda. 0.10% New 1,399,267 $4.1M
Principal Financial Group Inc. 0.00% Reduce -3.7% 1,253,147 $3.7M
Primecap Management Co. 0.00% Reduce -63.3% 1,183,552 $3.5M
Robeco Institutional Asset Management B.V. 0.00% Reduce -2.3% 1,163,594 $3.4M
Retirement Systems of Alabama 0.01% No change 1,088,013 $3.2M
Converium Capital Inc. 2.96% New 1,084,600 $3.2M
Assenagon Asset Management S.A. 0.00% Reduce -32.5% 1,038,268 $3.0M
Point72 Asset Management 0.00% New 1,035,466 $3.0M
ExodusPoint Capital Management, LP 0.03% Add +75.7% 979,080 $2.9M
Occudo Quantitative Strategies LP 0.15% New 945,253 $2.8M
Creative Planning 0.00% Add +90.3% 902,060 $2.6M
Public Sector Pension Investment Board 0.01% Reduce -7.3% 891,027 $2.6M
Qube Research & Technologies Ltd 0.00% New 822,569 $2.4M
Jump Financial, LLC 0.02% New 780,800 $2.3M
Empowered Funds, LLC 0.01% Add +129.9% 766,802 $2.2M
SG Americas Securities, LLC 0.00% Add +557.4% 701,087 $2.1M
CastleKnight Management LP 0.07% New 672,800 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -17.8% 665,442 $1.9M
Nuveen, LLC 0.00% Add +52.5% 621,679 $1.8M
Legal & General Group Plc 0.00% Reduce -2.7% 587,910 $1.7M
Russell Investments Group, Ltd. 0.00% Add +2529.6% 588,999 $1.7M
Rhumbline Advisers 0.00% Reduce -6.7% 581,593 $1.7M
Kestrel Investment Management Corp. 0.87% No change 547,100 $1.6M
Axq Capital, LP 0.17% New 536,491 $1.6M
Vanguard Global Advisers, LLC 0.00% Add +49.3% 528,460 $1.5M
Hillsdale Investment Management Inc. 0.04% Reduce -29.0% 526,715 $1.5M
Boothbay Fund Management, LLC 0.03% New 520,576 $1.5M
XTX Topco Ltd 0.02% Add +1380.0% 494,105 $1.4M
Swiss National Bank 0.00% Reduce -5.9% 493,400 $1.4M
Citadel Advisors 0.00% Reduce -83.5% 482,666 $1.4M
Worldquant Millennium Advisors LLC 0.00% New 461,499 $1.4M
Sei Investments Co. 0.00% Add +128.3% 439,351 $1.3M
Caxton Associates LLP 0.02% New 436,608 $1.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -4.5% 404,307 $1.2M
Villanova Investment Management Co LLC 1.12% Add +73.7% 402,400 $1.2M
Federated Hermes, Inc. 0.00% Reduce -12.5% 399,256 $1.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -4.2% 394,620 $1.2M
Ameriprise Financial Inc. 0.00% Reduce -21.9% 391,365 $1.1M
American Century Companies Inc. 0.00% Add +18.1% 362,844 $1.1M
Deutsche Bank AG 0.00% Add +219.6% 356,900 $1.0M
T. Rowe Price Associates Inc. 0.00% Add +37.8% 356,246 $1.0M
Mercer Global Advisors Inc. 0.00% Add +89.7% 345,167 $1.0M
Pathstone Holdings, LLC 0.00% Add +877.3% 338,537 $992K
Barclays PLC 0.00% Reduce -21.5% 327,444 $959K
Royce & Associates LP 0.01% New 318,405 $933K
Ingalls & Snyder LLC 0.02% Reduce -55.8% 302,394 $886K
Schonfeld Strategic Advisors LLC 0.00% Add +198.6% 290,328 $851K
California State Teachers Retirement System 0.00% Reduce -2.9% 287,480 $842K
Mackenzie Financial Corp. 0.00% New 275,440 $807K
Prudential Financial Inc. 0.00% Add +11.8% 274,990 $806K
Vinva Investment Management Ltd 0.01% Reduce -13.0% 189,310 $803K
Citigroup Inc. 0.00% Reduce -68.5% 268,348 $786K
New York State Teachers Retirement System 0.00% Reduce -1.7% 254,332 $745K
Thrivent Financial for Lutherans 0.00% Add +38.4% 248,950 $730K
Mariner, LLC 0.00% Add +262.6% 249,144 $730K
Engineers Gate Manager LP 0.01% Add +520.9% 245,525 $719K
Nomura Asset Management International Inc. 0.00% No change 244,700 $717K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 237,010 $694K
Inspire Investing, LLC 0.03% New 232,473 $681K
CANADA LIFE ASSURANCE Co 0.00% No change 222,407 $651K
Amundi 0.00% Reduce -66.8% 222,111 $651K
VARCOV Co. 0.25% Reduce -21.5% 220,281 $645K
Wells Fargo & Company 0.00% Add +1727.0% 219,810 $644K
Canada Pension Plan Investment Board 0.00% Add +73.5% 215,700 $632K
Easterly Investment Partners LLC 0.03% Reduce -19.9% 214,885 $630K
Valueworks LLC 0.12% New 200,000 $586K
Gsa Capital Partners LLP 0.04% New 191,367 $561K
Utah Retirement Systems 0.01% Reduce -7.0% 186,953 $548K
Holocene Advisors, LP 0.00% Reduce -42.4% 181,652 $532K
Illinois Municipal Retirement Fund 0.01% New 174,934 $513K
PEAK6 LLC 0.01% Add +61.2% 163,973 $480K
Wolverine Asset Management LLC 0.02% New 163,714 $480K
Simplex Trading, LLC 0.01% Add +3695.9% 161,972 $475K
Susquehanna International Group, LLP 0.00% Reduce -87.8% 152,858 $448K
MetLife Investment Management, LLC 0.00% Add +3354.0% 146,863 $430K
Centiva Capital, LP 0.01% New 144,019 $422K
Corient Private Wealth LP 0.00% Reduce -73.3% 142,550 $418K
Quantinno Capital Management LP 0.00% Reduce -96.6% 141,886 $416K
Summit Trail Advisors, LLC 0.01% Reduce -53.4% 141,610 $415K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1309.3% 134,097 $393K
Royal Bank of Canada 0.00% Reduce -50.8% 133,337 $391K
Jupiter Topco LLC 0.00% — 131,932 $387K
Walleye Trading LLC 0.01% Add +634.1% 132,125 $387K
Allstate Corp. 0.00% New 130,068 $381K
Ieq Capital, LLC 0.00% Add +183.2% 125,223 $367K
Manufacturers Life Insurance Company, The 0.00% Add +114.3% 125,066 $366K
Squarepoint Ops LLC 0.00% Reduce -84.7% 123,628 $362K
Louisiana State Employees Retirement System 0.00% Reduce -4.5% 113,700 $333K
National Philanthropic Trust 0.00% No change 112,641 $330K
IMC-Chicago, LLC 0.00% New 111,902 $328K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -20.8% 123,556 $319K
Sivia Capital Partners, LLC 0.04% Add +57.1% 107,667 $315K
Aristeia Capital, L.L.C. 0.01% New 106,884 $313K
Group One Trading LLC 0.01% Add +503.1% 101,478 $297K
EntryPoint Capital, LLC 0.07% Add +208.0% 101,163 $296K
Lecap Asset Management Ltd. 0.13% New 100,610 $295K
State of Alaska, Department of Revenue 0.00% Reduce -32.9% 96,287 $281K
Handelsbanken Fonder AB 0.00% No change 94,100 $276K
State Board of Administration of Florida Retirement System 0.00% Reduce -61.1% 94,160 $276K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +15.2% 93,294 $273K
GMO 0.00% Reduce -43.0% 89,789 $263K
STRS Ohio 0.00% Add +1334.6% 89,000 $261K
Neuberger Berman Group LLC 0.00% Add +45.1% 87,890 $258K
Dynamic Technology Lab Private Ltd 0.06% New 86,936 $255K
Woodline Partners LP 0.00% New 85,946 $252K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 83,414 $244K
Lavelle Capital LP 0.12% No change 83,085 $243K
Frec Markets, Inc. 0.02% Add +353.0% 79,819 $234K
Sequoia Financial Advisors, LLC 0.00% Add +200.3% 77,636 $227K
Integrated Wealth Concepts LLC 0.00% Add +120.5% 74,340 $218K
Aquatic Capital Management LLC 0.01% New 72,579 $213K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -38.8% 71,969 $211K
Yousif Capital Management, LLC 0.00% Reduce -2.4% 70,636 $207K
Amalgamated Bank 0.00% Reduce -15.3% 69,311 $203K
Arizona State Retirement System 0.00% Reduce -6.7% 67,850 $199K
Teachers Retirement System of the State of Kentucky 0.00% No change 67,100 $197K
Vanguard Investments Australia, Ltd. 0.00% No change 65,190 $191K
Captrust Financial Advisors 0.00% Add +12.3% 63,856 $187K
State of Tennessee, Department of Treasury 0.00% No change 61,590 $180K
Cary Street Partners Financial LLC 0.00% New 61,578 $180K
Arax Advisory Partners 0.00% Add +52.1% 61,187 $179K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -5.1% 60,691 $178K
Diversified Trust Co. 0.00% Add +272.8% 59,149 $173K
Oregon Public Employees Retirement Fund 0.00% Reduce -4.2% 58,800 $172K
KLP Kapitalforvaltning As 0.00% No change 57,600 $169K
DRW Securities, LLC 0.01% Add +37.2% 57,338 $168K
Fifth Third Bancorp 0.00% Reduce -9.0% 57,256 $168K
PNC Financial Services Group, Inc. 0.00% Add +36.5% 56,182 $165K
O'shaughnessy Asset Management, LLC 0.00% Add +311.4% 53,603 $157K
New York State Common Retirement Fund 0.00% Reduce -37.8% 52,200 $153K
Verition Fund Management LLC 0.00% Add +140.3% 51,536 $151K
Voya Investment Management LLC 0.00% Add +166.4% 50,544 $148K
Signaturefd, LLC 0.00% Add +602.9% 50,329 $147K
Prelude Capital Management, LLC 0.01% Reduce -96.7% 49,048 $144K
Intech Investment Management LLC 0.00% New 44,454 $130K
Pictet Asset Management Holding SA 0.00% No change 44,184 $129K
HSBC Holdings PLC 0.00% Add +73.7% 43,020 $125K
Aigen Investment Management, LP 0.03% New 40,969 $120K
Caitong International Asset Management Co., Ltd 0.02% New 40,057 $117K
Mission Wealth Management, LP 0.00% Add +13.9% 39,733 $116K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -14.4% 37,842 $111K
Maryland State Retirement & Pension System 0.00% Reduce -28.1% 37,579 $110K
Fulcrum Asset Management LLP 0.01% New 36,958 $108K
Pinebridge Investments LLC 0.00% New 35,928 $105K
ProShare Advisors LLC 0.00% New 35,272 $103K
Swiss Life Asset Management Ltd 0.00% Reduce -0.6% 34,310 $101K
Bull Harbor Capital LLC 0.02% Add +71.3% 33,531 $98K
State of Wisconsin Investment Board 0.00% Reduce -83.9% 33,241 $97K
M&T Bank Corp 0.00% Add +18.5% 32,524 $95K
Rangeley Capital, LLC 0.09% New 30,000 $88K
Mutual of America Capital Management LLC 0.00% Reduce -3.4% 29,706 $87K
Public Employees Retirement Association of Colorado 0.00% No change 29,750 $87K
Magnetar Financial LLC 0.00% Add +47.9% 28,593 $84K
Landscape Capital Management, L.L.C. 0.01% Add +28.9% 28,277 $83K
Numerai GP LLC 0.01% New 28,103 $82K
Merit Financial Group, LLC 0.00% Add +66.2% 27,762 $81K
State of Wyoming 0.01% Reduce -71.2% 27,504 $81K
Walleye Capital LLC 0.00% Reduce -64.9% 27,438 $80K
WINTON GROUP Ltd 0.00% Reduce -97.3% 27,429 $80K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -9.7% 27,335 $80K
Xponance LLC 0.00% Add +22.4% 27,013 $79K
Stifel Financial Corp. 0.00% Add +72.5% 26,994 $79K
Parallel Advisors, LLC 0.00% Add +232.1% 26,488 $78K
Ensign Peak Advisors, Inc 0.00% No change 25,901 $76K
Citizens Financial Group Inc. 0.00% Add +21.9% 23,893 $70K
Jasper Ridge Partners, L.P. 0.00% No change 23,858 $70K
MAI Capital Management 0.00% Add +60.7% 23,467 $69K
AE Wealth Management LLC 0.00% New 22,843 $67K
Bank of Montreal 0.00% Reduce -12.0% 22,592 $66K
Ameritas Investment Partners, Inc. 0.00% New 22,349 $65K
AlphaCore Capital LLC 0.00% Add +61.9% 22,274 $65K
Brighton Jones LLC 0.00% Reduce -8.3% 21,979 $64K
Capstone Wealth Management, LLC 0.03% New 21,233 $62K
Apollon Wealth Management, LLC 0.00% New 20,699 $61K
Pallas Capital Advisors LLC 0.00% Add +87.0% 20,155 $59K
McAdam, LLC 0.00% New 19,873 $58K
SBI Securities Co., Ltd. 0.00% Add +5.6% 19,517 $57K
Fielder Capital Group LLC 0.01% Add +7.3% 19,299 $57K
HB Wealth Management, LLC 0.00% Add +39.5% 18,627 $55K
Cambient Family Office, LLC 0.01% New 18,072 $53K
Vise Technologies, Inc. 0.00% Add +23.7% 17,976 $53K
Cresset Asset Management, LLC 0.00% Add +0.7% 17,961 $53K
DNB Asset Management AS 0.00% No change 17,208 $50K
CIBC Asset Management Inc 0.00% Reduce -16.0% 16,185 $47K
Chicago Partners Investment Group LLC 0.00% Reduce -80.5% 16,465 $47K
Performa Ltd (US), LLC 0.01% Add +611.1% 16,000 $47K
Crestwood Advisors Group, LLC 0.00% Reduce -42.2% 15,754 $46K
Mainsail Asset Management, LLC 0.02% New 15,033 $46K
Crossmark Global Holdings, Inc. 0.00% Reduce -86.1% 15,620 $46K
Daymark Wealth Partners, LLC 0.00% Add +28.8% 15,595 $46K
Abel Hall, LLC 0.01% New 15,101 $44K
United Capital Financial Advisors, LLC 0.00% Reduce -31.4% 15,053 $44K
Prosperity Consulting Group, LLC 0.00% New 14,930 $44K
Graham Capital Management, L.P. 0.00% Reduce -81.6% 14,474 $42K
NorthCrest Asset Manangement, LLC 0.00% Reduce -16.3% 14,181 $42K
CIBC Bancorp USA Inc. 0.00% New 14,113 $41K
Optiver Holding B.V. 0.00% New 13,774 $40K
Composition Wealth, LLC 0.00% New 13,685 $40K
Everhart Financial Group, Inc. 0.00% New 13,612 $40K
NewEdge Advisors, LLC 0.00% Add +7366.7% 13,440 $39K
Nomura Holdings Inc. 0.00% New 13,387 $39K
IFP Advisors, Inc 0.00% Add +269.8% 13,364 $39K
Profund Advisors LLC 0.00% New 13,281 $39K
Franklin Resources Inc. 0.00% New 13,266 $39K
EverSource Wealth Advisors, LLC 0.00% Add +96.5% 13,136 $38K
Tower Research Capital LLC (TRC) 0.00% Reduce -85.9% 12,926 $38K
Guggenheim Capital LLC 0.00% New 12,901 $38K
Waverly Advisors, LLC 0.00% New 12,834 $38K
CSS LLC 0.01% No change 12,701 $37K
Wedmont Private Capital 0.00% New 12,486 $36K
Ullmann Wealth Partners Group, LLC 0.00% New 12,291 $36K
Optas, LLC 0.01% Reduce -33.1% 12,283 $36K
Jackson Thornton Wealth Management, LLC 0.00% New 12,086 $35K
Verus Capital Partners, LLC 0.00% New 12,000 $35K
Hantz Financial Services, Inc. 0.00% Reduce -43.4% 11,946 $35K
Abacus Wealth Partners, LLC 0.00% New 11,386 $33K
DekaBank Deutsche Girozentrale 0.00% No change 5,493 $33K
Allworth Financial LP 0.00% Reduce -12.0% 11,142 $33K
VestGen Advisors, LLC 0.00% Reduce -8.3% 11,088 $32K
QTR Family Wealth, LLC 0.01% Reduce -2.3% 10,969 $32K
Frank, Rimerman Advisors LLC 0.00% Reduce -23.7% 10,924 $32K
Baker Avenue Asset Management, LP 0.00% Reduce -64.5% 10,229 $30K
Covestor Ltd 0.02% Add +475.7% 10,011 $29K
KBC Group NV 0.00% No change 9,973 $29K
Rothschild Investment LLC 0.00% Reduce -10.5% 8,473 $25K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +0.9% 8,326 $24K
Public Employees Retirement System of Ohio 0.00% Reduce -92.1% 6,260 $18K
Private Wealth Asset Management, LLC 0.00% New 6,200 $18K
Nisa Investment Advisors, LLC 0.00% Add +2446.0% 6,034 $18K
Eurizon Capital SGR S.p.A. 0.00% New 5,691 $17K
Clearstead Advisors, LLC 0.00% New 5,279 $15K
Essential Partners LLC 0.01% Reduce -88.4% 5,070 $15K
Caption Management, LLC 0.00% No change 5,000 $15K
Sterling Capital Management LLC 0.00% Reduce -43.0% 4,963 $15K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +74.8% 4,781 $14K
Versant Capital Management, Inc 0.00% Reduce -78.3% 4,557 $13K
Nykredit A/S 0.00% — 4,539 $13K
GAMMA Investing LLC 0.00% Reduce -56.7% 3,686 $11K
Zions Bancorporation, National Association 0.00% New 2,926 $9K
Wealth Enhancement Trust Services, Inc. 0.00% New 2,854 $8K
Owl Creek Wealth Partners LLC 0.00% New 2,180 $6K
WealthCollab, LLC 0.00% New 2,055 $6K
Global Retirement Partners, LLC 0.00% — 2,053 $6K
True Wealth Design, LLC 0.00% Reduce -69.9% 1,780 $5K
Farther Finance Advisors, LLC 0.00% Add +146.5% 1,770 $5K
UMB Bank, n.a. 0.00% Reduce -61.6% 1,674 $5K
US Bancorp \de 0.00% Reduce -38.0% 1,637 $5K
Quent Capital, LLC 0.00% Add +138.1% 1,536 $5K
Aster Capital Management (DIFC) Ltd 0.00% New 1,148 $3K
Marquette Asset Management, LLC 0.00% Reduce -52.3% 890 $3K
Quarry LP 0.00% New 865 $3K
Parkside Financial Bank & Trust 0.00% Add +60.0% 848 $2K
Jones Financial Companies LLLP 0.00% Reduce -7.1% 824 $2K
SJS Investment Consulting Inc. 0.00% Reduce -91.3% 774 $2K
Huntington National Bank 0.00% New 700 $2K
Osbon Capital Management LLC 0.00% No change 636 $2K
Cary Street Partners Investment Advisory LLC 0.00% New 587 $2K
Steward Partners Investment Advisory, LLC 0.00% Add +921.4% 572 $2K
Keating Financial Advisory Services, Inc. 0.00% Reduce -29.6% 498 $1K
Leonteq Securities AG 0.00% No change 483 $1K
Osaic Holdings, Inc. 0.00% Add +45.0% 445 $1K
JPL Wealth Management, LLC 0.00% Reduce -54.0% 408 $1K
Smartleaf Asset Management LLC 0.00% No change 378 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -64.4% 356 $1K
TD Waterhouse Canada Inc. 0.00% No change 300 $849
Basecamp Wealth Advisors LLC 0.00% Reduce -48.0% 241 $706
Operose Advisors LLC 0.00% No change 217 $636
Fortitude Family Office, LLC 0.00% Add +320.9% 181 $530
Cornerstone Financial Management LLC 0.00% New 173 $507
Physician Wealth Advisors, Inc. 0.00% Reduce -56.0% 173 $507
Cedar Mountain Advisors, LLC 0.00% No change 147 $431
Godfrey Financial Associates, Inc. 0.00% No change 143 $419
Transamerica Financial Advisors, LLC 0.00% Add +29.5% 136 $398
Activest Wealth Management 0.00% New 134 $393
Farmers & Merchants Investments Inc. 0.00% Reduce -54.2% 110 $322
Rockefeller Capital Management L.P. 0.00% Reduce -89.5% 108 $317
SWAN Capital LLC 0.00% No change 100 $293
Abound Financial, LLC 0.00% No change 100 $293
Plante Moran Financial Advisors, LLC 0.00% New 97 $284
Ankerstar Wealth, LLC 0.00% Add +31.3% 84 $246
Ascentis Independent Advisors 0.00% No change 68 $199
Creative Capital Management Investments LLC 0.00% New 40 $117
MV Capital Management, Inc. 0.00% New 33 $97
Cromwell Holdings LLC 0.00% Reduce -47.9% 25 $73
Harbour Investments, Inc. 0.00% Add +220.0% 16 $47
Davis Capital Management 0.00% New 16 $47
RMG Wealth Management LLC 0.00% New 11 $42
HFM Investment Advisors, LLC 0.00% New 11 $33
Rakuten Securities, Inc. 0.00% No change 6 $18
LRI Investments, LLC 0.00% New 6 $18
DecisionPoint Financial, LLC 0.00% New 5 $15
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 4 $12
Larson Financial Group LLC 0.00% Reduce -99.9% 3 $9
Maryland Capital Advisors Inc. 0.00% — 1 $3
Rialto Wealth Management, LLC 0.00% Reduce -50.0% 1 $3
Bessemer Group Inc. 0.00% Reduce -74.5% 195 $0
Avion Wealth 0.00% New 139 $0

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