Zions Bancorp NAZION

13F holders, Q1 2024 (March 31)
458holders
6famous investors
$43.37avg. 13F price*

At the end of Q1 2024, 458 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings. The largest holders were Vanguard Group Inc. ($745.3M), BlackRock Inc. ($592.9M) and State Street Corp. ($280.1M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Zions Bancorp NA
CUSIP
989701107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 458Q1 2024Q2 2024: 431Q2 2024Q3 2024: 470Q3 2024Q4 2024: 473Q4 2024Q1 2025: 498Q1 2025Q2 2025: 492Q2 2025Q3 2025: 514Q3 2025Q4 2025: 558Q4 2025Q1 2026: 566Q1 2026Q2 2026: 600Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$158.2M
Exits77$142.2M

Ownership 458 holders

Vanguard Group Inc. 0.01% Reduce -11.5% 17,173,518 $745.3M
BlackRock Inc. 0.01% Add +41.2% 13,660,158 $592.9M
State Street Corp. 0.01% Reduce -48.3% 6,454,062 $280.1M
Dimensional Fund Advisors LP 0.06% Add +6.0% 5,319,585 $230.9M
Charles Schwab Investment Management Inc. 0.05% Add +20.5% 4,514,113 $195.9M
LSV Asset Management 0.37% Reduce -3.2% 4,138,102 $179.6M
Morgan Stanley 0.01% Reduce -0.0% 3,229,069 $140.1M
Thrivent Financial for Lutherans 0.23% Add +31.1% 2,629,055 $114.1M
Geode Capital Management, LLC 0.01% Reduce -24.4% 2,615,245 $113.5M
Fiduciary Management Inc. 0.88% Add +1.6% 2,283,156 $99.1M
Goldman Sachs Group Inc. 0.02% Reduce -25.3% 2,276,494 $98.8M
Millennium Management 0.08% Add +12195.4% 2,201,114 $95.5M
Voloridge Investment Management, LLC 0.34% Add +34.4% 2,132,672 $92.6M
Vaughan Nelson Investment Management, L.P. 0.81% Reduce -8.1% 2,124,288 $92.2M
Citadel Advisors 0.09% Add +9489.8% 2,041,855 $88.6M
Alliancebernstein L.P. 0.03% Add +11.4% 1,990,303 $86.4M
Fuller & Thaler Asset Management, Inc. 0.35% Reduce -49.0% 1,871,955 $81.2M
Two Sigma Advisers, LP 0.18% Reduce -7.6% 1,756,700 $76.2M
Bank of New York Mellon Corp 0.01% Add +19.4% 1,718,716 $74.6M
First Trust Advisors LP 0.07% Add +19.9% 1,555,703 $67.5M
Arrowstreet Capital, Limited Partnership 0.06% Add +65.0% 1,464,909 $63.6M
Norges Bank 0.01% Reduce -11.6% 1,363,419 $59.2M
Invesco Ltd. 0.01% Reduce -70.9% 1,319,604 $57.3M
Ameriprise Financial Inc. 0.01% Add +9.8% 1,134,543 $49.2M
Northern Trust Corp. 0.01% Reduce -18.6% 1,132,796 $49.2M
Wedge Capital Management L L P 0.65% New 928,948 $40.3M
Bank of America Corp. 0.00% Add +26.1% 893,151 $38.8M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.5% 818,335 $35.5M
Balyasny Asset Management L.P. 0.07% New 624,983 $27.1M
Rhino Investment Partners, Inc 5.06% Add +69.7% 601,567 $26.1M
AQR Capital Management 0.04% Add +83.2% 578,387 $25.0M
Principal Financial Group Inc. 0.01% Add +197.5% 567,198 $24.6M
American Century Companies Inc. 0.01% Add +10.1% 495,645 $21.5M
Rhumbline Advisers 0.02% Add +44.0% 457,741 $19.9M
Maltese Capital Management LLC 3.51% Add +102.4% 415,000 $18.0M
Renaissance Technologies 0.03% New 404,495 $17.6M
Artemis Investment Management LLP 0.23% Reduce -36.9% 403,110 $17.5M
Schonfeld Strategic Advisors LLC 0.13% Reduce -33.5% 393,805 $17.1M
Los Angeles Capital Management LLC 0.06% Reduce -33.9% 391,485 $17.0M
JPMorgan Chase & Co. 0.00% Add +13.9% 387,723 $16.8M
Two Sigma Investments, LP 0.04% Add +842.7% 371,709 $16.1M
Barclays PLC 0.01% Reduce -51.3% 369,510 $16.0M
Natixis Advisors, LLC 0.04% Add +17.2% 350,741 $15.2M
Nuveen Asset Management, LLC 0.00% Reduce -10.4% 331,584 $14.4M
Pinebridge Investments, L.P. 0.11% New 325,904 $14.1M
Swiss National Bank 0.01% Add +0.2% 292,600 $12.7M
Rafferty Asset Management, LLC 0.05% Reduce -58.2% 286,030 $12.4M
Citigroup Inc. 0.01% Reduce -35.2% 282,579 $12.3M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -2.3% 281,200 $12.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.3% 277,237 $12.0M
Nordea Investment Management AB 0.01% Reduce -0.8% 262,269 $11.4M
Moore Capital Management, LP 0.24% Add +4.4% 254,774 $11.1M
Legal & General Group Plc 0.00% Add +15.1% 251,475 $10.9M
FMR LLC 0.00% Reduce -55.9% 250,361 $10.9M
California Public Employees Retirement System 0.01% Add +14.7% 250,061 $10.9M
Capital Fund Management S.A. 0.12% Reduce -6.7% 232,395 $10.1M
Susquehanna International Group, LLP 0.01% Reduce -55.6% 221,478 $9.6M
Credit Suisse AG/ 0.01% Reduce -3.2% 219,367 $9.5M
Tudor Investment Corporation 0.11% New 215,325 $9.3M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -3.9% 205,487 $8.9M
American International Group, Inc. 0.03% Add +405.0% 196,085 $8.5M
New York State Teachers Retirement System 0.02% Add +10.3% 189,151 $8.2M
Retirement Systems of Alabama 0.03% Add +469.8% 186,038 $8.1M
AXA S.A. 0.02% Add +122.9% 173,990 $7.6M
Seizert Capital Partners, LLC 0.34% Reduce -0.1% 169,615 $7.4M
Rockefeller Capital Management L.P. 0.02% Add +0.6% 165,187 $7.2M
T. Rowe Price Associates Inc. 0.00% Reduce -32.5% 165,025 $7.2M
Cubist Systematic Strategies, LLC 0.08% Add +2839.6% 159,092 $6.9M
Calydon Capital 1.29% Add +26.3% 156,854 $6.8M
California State Teachers Retirement System 0.01% Reduce -5.0% 153,115 $6.6M
Corient Private Wealth LP 0.01% Add +31.6% 149,830 $6.5M
Captrust Financial Advisors 0.02% Reduce -26.0% 144,867 $6.3M
Osaic Holdings, Inc. 0.01% Add +10.9% 140,492 $6.1M
Ategra Capital Management, LLC 2.71% Add +1.3% 135,898 $5.9M
State Board of Administration of Florida Retirement System 0.01% Add +4.3% 191,539 $5.7M
Texas Permanent School Fund Corp. 0.04% Add +334.1% 129,658 $5.6M
Squarepoint Ops LLC 0.02% Reduce -36.0% 128,009 $5.6M
Quantbot Technologies LP 0.31% Add +3277.9% 126,301 $5.5M
Harbor Investment Advisory, LLC 0.56% No change 123,046 $5.3M
Cinctive Capital Management LP 0.27% New 121,915 $5.3M
Comerica Bank 0.02% Add +331.1% 118,861 $5.2M
CANADA LIFE ASSURANCE Co 0.01% Add +71.3% 118,248 $5.1M
State of Wisconsin Investment Board 0.01% Reduce -12.1% 115,181 $5.0M
Simplex Trading, LLC 0.15% Add +0.9% 115,128 $5.0M
Thompson Investment Management, Inc. 0.70% Reduce -3.1% 105,541 $4.6M
Siena Capital Partners GP, LLC 1.47% No change 101,290 $4.4M
Amalgamated Bank 0.04% Add +69.2% 100,466 $4.4M
PL Capital Advisors, LLC 1.65% Reduce -8.3% 100,000 $4.3M
ExodusPoint Capital Management, LP 0.05% New 98,949 $4.3M
New York State Common Retirement Fund 0.01% Reduce -7.0% 98,058 $4.3M
Envestnet Asset Management Inc. 0.00% Reduce -16.6% 97,694 $4.2M
Y-Intercept (Hong Kong) Ltd 0.32% Add +468.4% 97,344 $4.2M
Franklin Resources Inc. 0.00% Reduce -32.7% 95,497 $4.1M
Point72 Hong Kong Ltd 0.20% New 93,343 $4.1M
Mutual of America Capital Management LLC 0.04% Add +345.2% 88,271 $3.8M
Pathstone Holdings, LLC 0.02% Add +115.3% 87,149 $3.8M
UBS Group AG 0.00% Reduce -18.0% 86,518 $3.8M
Raymond James & Associates 0.00% Reduce -27.4% 84,942 $3.7M
Prudential Financial Inc. 0.01% Reduce -41.8% 84,771 $3.7M
MetLife Investment Management, LLC 0.02% Add +126.5% 81,337 $3.5M
Point72 (DIFC) Ltd 0.27% — 79,955 $3.5M
Bank of Montreal 0.00% Reduce -43.1% 79,013 $3.4M
Twinbeech Capital LP 0.07% New 78,011 $3.4M
Algert Global LLC 0.13% Add +89.9% 76,870 $3.3M
Vident Advisory, LLC 0.07% Add +119.2% 76,565 $3.3M
Sei Investments Co. 0.00% Add +0.7% 73,467 $3.2M
Russell Investments Group, Ltd. 0.01% Reduce -3.2% 72,725 $3.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.2% 72,569 $3.1M
Yousif Capital Management, LLC 0.03% Add +173.7% 71,612 $3.1M
D. E. Shaw & Co. 0.00% Reduce -14.9% 71,174 $3.1M
Janus Henderson Group PLC 0.00% Reduce -6.3% 70,033 $3.0M
Interval Partners, LP 0.11% New 70,000 $3.0M
HighTower Advisors, LLC 0.00% Add +0.6% 69,497 $3.0M
Walleye Trading LLC 0.05% Reduce -39.3% 69,260 $3.0M
Macquarie Group Ltd. 0.00% No change 68,528 $3.0M
LPL Financial LLC 0.00% Add +4.4% 68,065 $3.0M
HBK Sorce Advisory LLC 0.10% Add +0.8% 67,839 $2.9M
Alaska Permanent Fund Corp 0.04% Reduce -7.5% 67,076 $2.9M
Wells Fargo & Company 0.00% Reduce -10.7% 65,572 $2.8M
Treasurer of the State of North Carolina 0.01% Reduce -2.4% 64,966 $2.8M
Deutsche Bank AG 0.00% Reduce -82.0% 64,592 $2.8M
Nisa Investment Advisors, LLC 0.02% Add +7.5% 64,283 $2.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.5% 68,407 $2.8M
GTS Securities LLC 0.07% Reduce -41.4% 62,289 $2.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +85.1% 61,990 $2.7M
Seven Eight Capital, LP 0.27% Add +191.3% 60,260 $2.6M
Royal Bank of Canada 0.00% Reduce -56.0% 60,217 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -1.4% 60,041 $2.6M
Group One Trading LLC 0.09% Reduce -55.8% 59,673 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +4.1% 57,497 $2.5M
King Luther Capital Management Corp. 0.01% Reduce -71.0% 54,015 $2.3M
Brevan Howard Capital Management LP 0.21% Add +214.1% 50,366 $2.2M
Jump Financial, LLC 0.06% New 50,294 $2.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +60.1% 46,846 $2.0M
Quantinno Capital Management LP 0.04% Add +13.7% 45,222 $2.0M
Jacobs Levy Equity Management, Inc. 0.01% New 45,142 $2.0M
Easterly Investment Partners LLC 0.15% Reduce -0.1% 43,914 $1.9M
Paloma Partners Management Co 0.40% New 43,675 $1.9M
Ensign Peak Advisors, Inc 0.00% Reduce -21.6% 43,239 $1.9M
Danske Bank A/S 0.01% — 43,025 $1.9M
Symmetry Investments LP 0.20% New 43,000 $1.9M
Cetera Investment Advisers 0.00% Add +56.5% 42,811 $1.9M
Louisiana State Employees Retirement System 0.04% Add +373.3% 42,600 $1.8M
BNP Paribas Financial Markets 0.00% Reduce -74.6% 42,558 $1.8M
PNC Financial Services Group, Inc. 0.00% Reduce -0.7% 41,436 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% Add +223.4% 41,401 $1.8M
Arizona State Retirement System 0.01% Reduce -1.7% 40,715 $1.8M
River Global Investors LLP 0.43% Reduce -1.1% 39,581 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.1% 39,576 $1.7M
Point72 Asia (Singapore) Pte. Ltd. 0.44% New 38,930 $1.7M
Vanguard Personalized Indexing Management, LLC 0.04% Add +18.8% 37,907 $1.6M
AE Wealth Management LLC 0.02% Reduce -58.2% 37,348 $1.6M
Mariner, LLC 0.00% Add +7.2% 36,749 $1.6M
Ethic Inc. 0.04% Reduce -11.9% 36,718 $1.6M
Oregon Public Employees Retirement Fund 0.03% Add +215.9% 36,600 $1.6M
State of Michigan Retirement System 0.01% Reduce -10.2% 36,400 $1.6M
STRS Ohio 0.01% New 33,716 $1.5M
Global Financial Private Client, LLC 0.63% Reduce -0.3% 33,972 $1.5M
Soltis Investment Advisors LLC 0.16% Reduce -18.6% 33,540 $1.5M
Engineers Gate Manager LP 0.04% New 33,387 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +604.8% 33,043 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.0% 32,771 $1.4M
Gateway Investment Advisers LLC 0.02% Reduce -1.3% 32,711 $1.4M
Ameritas Investment Partners, Inc. 0.05% Add +1589.2% 32,669 $1.4M
Victory Capital Management Inc. 0.00% Add +27.8% 32,279 $1.4M
New Mexico Educational Retirement Board 0.05% Add +304.1% 31,000 $1.3M
Fox Run Management, L.L.C. 0.28% New 30,257 $1.3M
KG Capital Management 0.52% Add +0.4% 30,190 $1.3M
HSBC Holdings PLC 0.00% Reduce -78.7% 29,884 $1.3M
ProShare Advisors LLC 0.00% Reduce -44.2% 29,819 $1.3M
AlphaQuest LLC 0.22% Add +86.1% 28,713 $1.2M
Pictet Asset Management Holding SA 0.00% Reduce -31.0% 28,649 $1.2M
Bayesian Capital Management, LP 0.12% New 28,200 $1.2M
Natixis 0.01% New 27,911 $1.2M
Legacy Capital Group California, Inc. 0.44% Add +5.1% 27,475 $1.2M
Inspire Advisors, LLC 0.16% Add +8.9% 27,440 $1.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -12.2% 26,736 $1.2M
Teacher Retirement System of Texas 0.01% Reduce -16.5% 26,474 $1.1M
Cerity Partners LLC 0.00% Reduce -84.2% 26,205 $1.1M
Federation des caisses Desjardins du Quebec 0.01% No change 25,835 $1.1M
Keybank National Association 0.00% Reduce -1.5% 25,807 $1.1M
Walleye Capital LLC 0.01% New 25,494 $1.1M
Ingalls & Snyder LLC 0.05% Add +322.4% 25,344 $1.1M
Cresset Asset Management, LLC 0.01% Add +22.4% 25,223 $1.1M
Handelsbanken Fonder AB 0.00% No change 25,100 $1.1M
Utah Retirement Systems 0.01% Reduce -0.4% 25,052 $1.1M
CVA Family Office, LLC 0.19% Add +1.0% 24,783 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -5.3% 24,233 $1.1M
Kestra Private Wealth Services, LLC 0.02% Add +7.0% 23,842 $1.0M
Alta Capital Management LLC/ 0.06% Reduce -29.1% 23,468 $1.0M
Stratos Wealth Partners, LTD. 0.02% Add +11.3% 23,093 $1.0M
Jane Street Group, LLC 0.00% Reduce -81.2% 23,044 $1.0M
Fifth Third Bancorp 0.00% Reduce -2.3% 22,985 $998K
Townsquare Capital LLC 0.01% Reduce -3.6% 22,708 $986K
Pacer Advisors, Inc. 0.00% Add +125.4% 22,400 $972K
Ieq Capital, LLC 0.01% Add +3.0% 21,645 $939K
Ironwood Financial, llc 0.21% No change 21,463 $931K
Vest Financial, LLC 0.02% Add +281.5% 20,842 $905K
Wolverine Trading, LLC 0.01% Add +0.1% 20,380 $884K
Entropy Technologies, LP 0.09% New 20,360 $884K
Creative Planning 0.00% Add +2.2% 19,676 $854K
MAI Capital Management 0.01% Add +0.0% 19,565 $849K
CWA Asset Management Group, LLC 0.05% New 19,545 $848K
Halbert Hargrove Global Advisors, LLC 0.06% Reduce -0.5% 19,109 $829K
IMC-Chicago, LLC 0.03% Reduce -47.0% 19,066 $827K
Stifel Financial Corp. 0.00% Reduce -4.8% 19,056 $827K
Cwm, LLC 0.00% Add +0.6% 18,360 $797K
Centiva Capital, LP 0.05% New 18,287 $794K
PDT Partners, LLC 0.07% New 17,900 $777K
D.A. Davidson & Co. 0.01% Reduce -49.5% 17,897 $777K
Edgestream Partners, L.P. 0.04% New 17,742 $770K
Xponance LLC 0.01% Reduce -8.0% 17,496 $759K
Voya Investment Management LLC 0.00% Reduce -69.3% 17,426 $756K
Federated Hermes, Inc. 0.00% Add +2549.6% 17,090 $742K
Contravisory Investment Management, Inc. 0.16% New 17,066 $741K
Independent Financial Group, LLC 0.03% Reduce -14.4% 17,030 $739K
NewEdge Advisors, LLC 0.01% Add +9.6% 16,762 $727K
Zions Bancorporation, N.A. 0.05% No change 16,343 $709K
US Bancorp \de 0.00% Reduce -5.5% 16,164 $702K
Farther Finance Advisors, LLC 0.04% Add +6.1% 16,264 $699K
State of Alaska, Department of Revenue 0.01% No change 15,998 $694K
WINTON GROUP Ltd 0.05% Add +2.7% 15,771 $684K
Verition Fund Management LLC 0.01% Add +29.3% 15,139 $657K
Emerald Mutual Fund Advisers Trust 0.03% Reduce -53.6% 15,048 $653K
TCI Wealth Advisors, Inc. 0.06% Reduce -0.2% 14,879 $646K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -15.4% 14,722 $633K
Clear Creek Financial Management, LLC 0.08% New 14,120 $613K
Axxcess Wealth Management, LLC 0.02% Add +98.7% 14,106 $612K
Guggenheim Capital LLC 0.00% Reduce -47.8% 13,920 $604K
Natixis Investment Managers International 0.04% Reduce -43.9% 13,840 $601K
MainStreet Investment Advisors LLC 0.07% Reduce -5.6% 13,421 $582K
Parallax Volatility Advisers, L.P. 0.02% Reduce -75.6% 13,414 $582K
Truist Financial Corp. 0.00% Add +71.2% 13,328 $578K
Pinnacle Holdings, LLC 0.24% Reduce -1.3% 13,299 $577K
SG Americas Securities, LLC 0.00% Add +3.5% 13,273 $576K
Charles Schwab Trust Co 0.05% No change 13,000 $564K
Cottonwood Capital Advisors, LLC 0.45% Reduce -4.4% 13,923 $563K
Intrua Financial, LLC 0.09% New 12,896 $560K
Sierra Summit Advisors LLC 0.15% Add +0.8% 12,799 $555K
Lunt Capital Management, Inc. 0.27% Reduce -78.2% 12,607 $547K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -6.1% 12,383 $537K
Hoylecohen, LLC 0.04% Reduce -0.5% 12,337 $535K
Securian Asset Management, Inc. 0.02% Add +30.3% 12,183 $529K
Supplemental Annuity Collective Trust of NJ 0.16% No change 12,000 $521K
Physician Wealth Advisors, Inc. 0.11% Reduce -3.5% 12,983 $513K
Sendero Wealth Management, LLC 0.09% No change 11,803 $512K
Point72 Europe (London) LLP 0.05% Add +62.4% 11,800 $512K
United Services Automobile Association 0.01% New 11,780 $511K
XTX Topco Ltd 0.07% New 11,739 $509K
United Capital Financial Advisors, LLC 0.00% Reduce -6.7% 11,590 $503K
Avior Wealth Management, LLC 0.02% Add +1042.9% 11,429 $496K
Public Employees Retirement Association of Colorado 0.00% No change 11,406 $495K
O'shaughnessy Asset Management, LLC 0.01% Add +37.3% 11,271 $489K
Vestcor Inc 0.02% No change 11,147 $484K
KBC Group NV 0.00% Add +6.0% 11,071 $480K
Trustmark Bank Trust Department 0.04% New 10,916 $474K
Kestra Advisory Services, LLC 0.00% Add +7.7% 10,900 $473K
Acorn Financial Advisory Services Inc. 0.09% Reduce -8.8% 10,653 $462K
Envestnet Portfolio Solutions, Inc. 0.00% Add +18.9% 10,589 $460K
First Trust Direct Indexing L.P. 0.03% Reduce -11.8% 10,527 $457K
Maryland State Retirement & Pension System 0.01% No change 11,548 $453K
HB Wealth Management, LLC 0.01% Add +16.0% 10,396 $451K
Oak Thistle LLC 0.40% Reduce -43.7% 10,313 $448K
EMC Capital Management 0.27% Add +183.5% 10,250 $445K
Boothbay Fund Management, LLC 0.01% Add +59.2% 10,244 $445K
Wbi Investments, LLC 0.09% Reduce -59.6% 10,239 $444K
Mirabella Financial Services LLP 0.03% New 10,082 $438K
Avaii Wealth Management, LLC 0.25% Reduce -4.0% 9,889 $429K
EP Wealth Advisors, LLC 0.00% Add +7.4% 9,485 $412K
Summit Trail Advisors, LLC 0.01% Add +1.1% 9,449 $410K
Global Retirement Partners, LLC 0.02% Add +60.5% 9,402 $408K
M&T Bank Corp 0.00% Reduce -12.3% 9,387 $407K
Amundi 0.00% Reduce -2.9% 10,382 $407K
Sigma Planning Corp 0.01% Add +92.2% 9,340 $405K
Glenmede Trust Co. NA 0.00% Reduce -19.6% 9,045 $393K
Coldstream Capital Management Inc. 0.01% Add +5.6% 8,856 $384K
Crossmark Global Holdings, Inc. 0.01% Add +31.2% 8,790 $381K
Pitcairn Co. 0.02% Add +2.0% 8,704 $378K
Man Group plc 0.00% Reduce -73.4% 8,396 $364K
Inspire Investing, LLC 0.04% Reduce -5.2% 8,277 $359K
Clearstead Advisors, LLC 0.02% Reduce -0.3% 8,111 $356K
Versor Investments LP 0.07% Reduce -72.2% 8,099 $351K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 8,079 $351K
Financial Network Wealth Advisors LLC 0.35% Reduce -9.1% 8,016 $348K
Bessemer Group Inc. 0.00% Add +19.3% 7,978 $347K
Profund Advisors LLC 0.01% Add +1.4% 7,790 $338K
Carson Advisory Inc. 0.24% No change 7,750 $336K
Laurion Capital Management LP 0.01% New 7,739 $336K
Mma Asset Management LLC 0.16% New 7,586 $335K
Mutual Advisors, LLC 0.01% Reduce -4.8% 7,393 $321K
Paragon Capital Management Ltd 0.06% Add +0.9% 7,389 $321K
Dark Forest Capital Management LP 0.05% New 7,359 $319K
Level Four Advisory Services, LLC 0.02% No change 7,253 $318K
Inscription Capital, LLC 0.05% New 7,311 $317K
Horizon Advisory Services, Inc. 0.15% — 7,232 $314K
Apella Capital, LLC 0.02% No change 7,204 $314K
Wedmont Private Capital 0.02% Add +0.1% 7,187 $313K
Blueshift Asset Management, LLC 0.16% New 7,150 $310K
Mather Group, Llc. 0.00% Reduce -0.2% 7,007 $307K
Caprock Group, LLC 0.02% Add +18.4% 7,043 $306K
HRT Financial LP 0.00% New 6,985 $303K
PEAK6 Investments LLC 0.01% Reduce -91.2% 6,877 $298K
Shelton Capital Management 0.01% New 6,835 $297K
Geneos Wealth Management Inc. 0.01% Reduce -6.8% 6,824 $296K
Panagora Asset Management Inc. 0.00% Reduce -19.1% 6,801 $295K
Diametric Capital, LP 0.16% New 6,753 $293K
MML Investors Services, LLC 0.00% Add +0.8% 6,615 $287K
GAMMA Investing LLC 0.06% Add +24.6% 6,544 $284K
Allworth Financial LP 0.00% Add +1.1% 6,411 $278K
Atom Investors LP 0.03% Add +26.0% 6,389 $277K
NorthRock Partners, LLC 0.01% Add +12.9% 6,389 $277K
Lido Advisors, LLC 0.00% Reduce -6.5% 6,165 $268K
Blair William & Co. 0.00% Add +1.1% 6,156 $267K
Concourse Financial Group Securities, Inc. 0.02% No change 6,151 $267K
Marathon Trading Investment Management LLC 0.11% Reduce -77.4% 6,100 $265K
Fruth Investment Management 0.07% No change 6,100 $264K
Drive Wealth Management, LLC 0.07% Add +3.2% 5,877 $255K
Tower Research Capital LLC (TRC) 0.01% Reduce -87.2% 5,834 $253K
Advisory Services Network, LLC 0.01% Add +1.9% 5,744 $249K
Douglas Lane & Associates, LLC 0.00% Reduce -2.7% 5,710 $248K
Aquatic Capital Management LLC 0.01% Reduce -79.5% 5,700 $247K
Blackhawk Capital Partners, LLC 0.15% Add +12.6% 5,612 $244K
Lake Street Advisors Group, LLC 0.01% Reduce -0.7% 5,573 $242K
Beacon Investment Advisory Services, Inc. 0.01% Add +0.0% 5,550 $241K
Riverwater Partners LLC 0.17% No change 5,308 $230K
Sippican Capital Advisors 0.18% Reduce -44.2% 5,300 $230K
Baird Financial Group, Inc. 0.00% New 5,219 $227K
Empirical Finance, LLC 0.01% Add +0.8% 5,205 $226K
Salzhauer Michael 0.18% No change 5,200 $226K
Whittier Trust Co. of Nevada Inc. 0.01% Add +0.8% 5,135 $223K
Forum Financial Management, LP 0.00% Add +2.2% 5,106 $222K
Raymond James Trust N.A. 0.01% Reduce -0.2% 5,100 $221K
Johnson Investment Counsel Inc. 0.00% No change 5,020 $218K
Shikiar Asset Management Inc. 0.07% New 5,000 $217K
Impact Partnership Wealth, LLC 0.09% Reduce -13.7% 4,992 $217K
Fiduciary Trust Co 0.00% New 4,886 $212K
Strategic Advocates LLC 0.08% Reduce -5.5% 4,853 $211K
Focus Partners Advisor Solutions, LLC 0.01% New 4,814 $209K
Summit Securities Group LLC 0.10% Reduce -90.2% 4,800 $208K
Wealthspire Retirement, LLC 0.02% New 4,714 $205K
Traynor Capital Management, Inc. 0.02% Add +1.0% 4,688 $203K
Wedbush Securities Inc. 0.01% New 4,617 $200K
Shell Asset Management Co. 0.01% Reduce -9.3% 4,492 $195K
Storebrand Asset Management As 0.00% Reduce -71.9% 3,825 $166K
TD Private Client Wealth LLC 0.01% Reduce -18.1% 3,684 $160K
Centaurus Financial, Inc. 0.01% Reduce -39.2% 3,619 $157K
Catalyst Funds Management Pty Ltd 0.04% — 3,600 $156K
Crewe Advisors LLC 0.02% Reduce -18.2% 3,530 $153K
Lanark Financial, Inc. 0.01% Reduce -78.7% 3,416 $148K
Blue Trust, Inc. 0.00% Add +41.1% 3,222 $140K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -24.3% 2,885 $125K
CI Investments Inc. 0.00% Add +22.9% 2,416 $105K
Hamilton Capital Partners Inc. 0.01% Reduce -14.7% 2,408 $105K
GPS Wealth Strategies Group, LLC 0.02% Add +0.2% 2,158 $94K
Principal Securities, Inc. 0.00% Reduce -25.0% 2,150 $93K
Versant Capital Management, Inc 0.03% Add +1.0% 2,143 $93K
CIBC Private Wealth Group LLC 0.00% New 1,919 $82K
Quarry LP 0.04% Add +70.6% 1,895 $82K
Nomura Asset Management Co. Ltd. 0.00% Reduce -22.0% 1,830 $79K
Parkside Financial Bank & Trust 0.01% Reduce -7.7% 1,754 $76K
Eagle Bay Advisors LLC 0.05% Add +12.8% 1,735 $75K
IFP Advisors, Inc 0.00% Add +27.2% 1,665 $72K
Continuum Advisory, LLC 0.01% New 1,541 $68K
Spire Wealth Management 0.00% Reduce -12.1% 1,389 $60K
Harvest Fund Management Co., Ltd 0.01% Reduce -87.6% 1,291 $56K
Quadrant Capital Group LLC 0.00% Add +5.6% 1,279 $56K
Abich Financial Wealth Management LLC 0.04% Add +49.7% 1,121 $49K
Signaturefd, LLC 0.00% Add +6.3% 1,112 $48K
Albion Financial Group 0.00% No change 1,105 $48K
Raleigh Capital Management Inc. 0.02% Add +314.2% 907 $39K
Parallel Advisors, LLC 0.00% Add +61.9% 866 $38K
Allspring Global Investments Holdings, LLC 0.00% Reduce -90.4% 763 $33K
Kozak & Associates, Inc. 0.01% Add +1.1% 739 $33K
Addison Advisors LLC 0.01% Add +12.4% 724 $31K
Meeder Asset Management Inc. 0.00% Reduce -99.6% 724 $31K
Quent Capital, LLC 0.00% Add +0.9% 660 $29K
Smartleaf Asset Management LLC 0.01% Reduce -91.2% 650 $28K
Deseret Mutual Benefit Administrators 0.01% No change 605 $26K
FinTrust Capital Advisors, LLC 0.01% No change 600 $26K
Leonteq Securities AG 0.00% Reduce -12.1% 586 $25K
Trust Co. of Vermont 0.00% Add +23.3% 530 $23K
Mechanics Financial Corp 0.01% Add +31.3% 525 $23K
National Bank of Canada 0.00% Reduce -98.7% 454 $20K
ICA Group Wealth Management, LLC 0.00% No change 449 $19K
Jones Financial Companies LLLP 0.00% Reduce -38.6% 408 $18K
IAG Wealth Partners, LLC 0.00% New 400 $17K
First Horizon Advisors, Inc. 0.00% Reduce -20.1% 386 $17K
Venturi Wealth Management, LLC 0.00% Add +405.4% 374 $16K
CENTRAL TRUST Co 0.00% No change 369 $16K
Tanglewood Legacy Advisors, LLC 0.01% No change 363 $16K
Boit C F David 0.01% No change 360 $15K
MV Capital Management, Inc. 0.00% No change 342 $15K
Harbour Investments, Inc. 0.00% No change 337 $15K
EverSource Wealth Advisors, LLC 0.00% Reduce -4.8% 356 $15K
Bogart Wealth, LLC 0.00% No change 323 $14K
UMB Bank, n.a. 0.00% Add +14.5% 300 $13K
Covestor Ltd 0.01% Reduce -47.5% 297 $13K
Rosenberg Matthew Hamilton 0.00% No change 289 $12K
Rogco, LP 0.00% Reduce -54.2% 250 $11K
Towne Trust Company, N.A 0.00% New 250 $11K
Retirement Group, LLC 0.00% No change 250 $11K
CoreCap Advisors, LLC 0.00% New 244 $11K
Koesten, Hirschmann & Crabtree, INC. 0.01% Add +0.9% 228 $10K
American Capital Advisory, LLC 0.01% Reduce -60.9% 328 $10K
Huntington National Bank 0.00% Add +8.3% 195 $8K
Private Wealth Management Group, LLC 0.00% No change 180 $8K
Farmers & Merchants Investments Inc. 0.00% Add +20.7% 163 $7K
MCF Advisors LLC 0.00% New 152 $7K
Creative Financial Designs Inc. 0.00% Reduce -58.7% 151 $7K
Rothschild Investment LLC 0.00% Add +30.2% 151 $7K
Concord Wealth Partners 0.00% New 150 $7K
Caitlin John, LLC 0.00% No change 147 $6K
Kiely Wealth Advisory Group, Inc. 0.00% No change 150 $6K
Bell Investment Advisors, Inc 0.00% No change 139 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -18.2% 135 $6K
Bank of New Hampshire 0.00% No change 125 $5K
Fortitude Family Office, LLC 0.00% No change 118 $5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 120 $5K
Private Trust Co. NA 0.00% No change 111 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -99.9% 106 $5K
Hollencrest Capital Management 0.00% No change 100 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 92 $4K
Exchange Traded Concepts, LLC 0.00% New 91 $4K
Prestige Wealth Management Group LLC 0.00% No change 84 $4K
Valued Wealth Advisors LLC 0.00% Reduce -9.8% 74 $3K
Financial Synergies Wealth Advisors, Inc. 0.00% Add +0.0% 73 $3K
Valley National Advisers Inc. 0.00% Add +45.5% 80 $3K
Steward Partners Investment Advisory, LLC 0.00% Reduce -97.2% 69 $3K
Bruce G. Allen Investments, LLC 0.00% Add +44.7% 68 $3K
Lindbrook Capital, LLC 0.00% Add +55.3% 59 $3K
Front Row Advisors LLC 0.00% New 51 $2K
Cape Investment Advisory, Inc. 0.00% No change 50 $2K
Planning Capital Management Corp 0.00% No change 47 $2K
Avion Wealth 0.00% No change 33 $2K
Capital Advisors, Ltd. LLC 0.00% Add +105.0% 41 $2K
LifeSteps Financial, Inc. 0.00% New 43 $2K
Whittier Trust Co. 0.00% Reduce -50.0% 40 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 39 $2K
Johnson Financial Group, Inc. 0.00% Reduce -98.5% 38 $2K
AdvisorNet Financial, Inc 0.00% Reduce -79.5% 36 $2K
SJS Investment Consulting Inc. 0.00% Add +21.4% 34 $1K
Trifecta Capital Advisors, LLC 0.00% No change 32 $1K
Toronto Dominion Bank 0.00% Reduce -100.0% 27 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 25 $1K
TFC Financial Management, Inc. 0.00% New 24 $1K
Colonial Trust Advisors 0.00% Reduce -46.7% 24 $1K
Transamerica Financial Advisors, LLC 0.00% No change 8 $1K
GW&K Investment Management, LLC 0.00% Reduce -27.3% 24 $1K
Opal Wealth Advisors, LLC 0.00% New 19 $825
Gradient Investments LLC 0.00% No change 17 $738
Abound Wealth Management 0.00% No change 16 $695
Dunhill Financial, LLC 0.00% Add +15.4% 15 $671
Sachetta, LLC 0.00% No change 14 $615
Bokf, NA 0.00% Reduce -98.3% 6 $258
Larson Financial Group LLC 0.00% Reduce -98.9% 5 $207
Your Advocates Ltd., LLP 0.00% Reduce -79.0% 4 $175
Cornerstone Planning Group LLC 0.00% New 4 $175
TFO Wealth Partners, LLC 0.00% No change 4 $174

"% of holder's portfolio" is ZION's weight in each manager's 13F, not the share of Zions Bancorp NA the manager owns.