Zions Bancorp NAZION
13F holders, Q4 2024 (December 31)473holders +3
46new positions
55sold out
4famous investors
$54.25avg. 13F price*
At the end of Q4 2024, 473 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings, up 3 from Q3 2024. 46 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($743.1M) and State Street Corp. ($402.6M). 4 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Zions Bancorp NA
- CUSIP
- 989701107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $92.8M |
| Exits | 55 | $72.1M |
All 13F filers, Q3 2024 → Q4 2024: 8,539,862 shares bought and 6,588,391 shares sold, net +1,951,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| Vanguard Group Inc. | 0.02% | Add +1.5% | 19,037,323 | $1.0B |
| BlackRock, Inc. | 0.02% | Add +3.4% | 13,698,300 | $743.1M |
| State Street Corp. | 0.02% | Add +5.4% | 7,420,710 | $402.6M |
| Dimensional Fund Advisors LP | 0.09% | Add +2.6% | 6,807,221 | $369.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +4.2% | 4,882,983 | $264.9M |
| LSV Asset Management | 0.46% | Reduce -7.5% | 3,654,177 | $198.2M |
| Citadel Advisors | 0.18% | Reduce -3.1% | 3,585,672 | $194.5M |
| Vaughan Nelson Investment Management, L.P. | 1.36% | Add +0.5% | 2,698,530 | $146.4M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 2,640,412 | $143.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 2,635,844 | $143.0M |
| Fiduciary Management Inc. | 1.16% | Reduce -0.1% | 2,293,386 | $124.4M |
| First Trust Advisors LP | 0.11% | Add +20.8% | 2,267,568 | $123.0M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -2.1% | 2,103,781 | $114.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -9.1% | 1,980,556 | $107.4M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Reduce -20.4% | 1,943,286 | $105.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -15.5% | 1,677,103 | $91.0M |
| Balyasny Asset Management L.P. | 0.21% | Add +249.6% | 1,624,521 | $88.1M |
| Northern Trust Corp. | 0.01% | Add +23.9% | 1,473,712 | $79.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.1% | 1,396,483 | $75.8M |
| Norges Bank | 0.01% | Add +10.4% | 1,355,620 | $73.5M |
| Fuller & Thaler Asset Management, Inc. | 0.28% | Reduce -5.1% | 1,354,475 | $73.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.7% | 1,026,514 | $55.7M |
| Invesco Ltd. | 0.01% | Add +9.8% | 949,575 | $51.5M |
| Freestone Grove Partners LP | 0.63% | — | 942,230 | $51.1M |
| Millennium Management | 0.04% | Add +42.2% | 926,697 | $50.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +19.5% | 879,050 | $47.7M |
| FMR LLC | 0.00% | Add +153.8% | 716,338 | $38.9M |
| Artemis Investment Management LLP | 0.53% | Reduce -24.6% | 682,724 | $37.0M |
| Wedge Capital Management L L P | 0.66% | Reduce -15.9% | 675,944 | $36.7M |
| AQR Capital Management | 0.05% | Add +34.3% | 672,245 | $36.5M |
| Voloridge Investment Management, LLC | 0.13% | Reduce -19.1% | 666,806 | $36.2M |
| Boston Partners | 0.04% | New | 619,087 | $34.0M |
| Bank of America Corp. | 0.00% | Reduce -4.9% | 618,597 | $33.6M |
| UBS Group AG | 0.01% | Add +16.9% | 613,938 | $33.3M |
| Two Sigma Advisers, LP | 0.07% | Reduce -32.5% | 575,600 | $31.2M |
| American Century Companies Inc. | 0.02% | Add +4.4% | 534,647 | $29.0M |
| Barclays PLC | 0.01% | Add +108.4% | 520,159 | $28.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +16.7% | 502,201 | $27.2M |
| BNP Paribas Financial Markets | 0.02% | Add +413.0% | 483,363 | $26.2M |
| Panagora Asset Management Inc. | 0.12% | New | 468,510 | $25.4M |
| Wellington Management Group LLP | 0.00% | Reduce -10.7% | 466,338 | $25.3M |
| Natixis Advisors, LLC | 0.04% | Add +3.0% | 439,971 | $23.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.7% | 415,453 | $22.5M |
| Allianz Asset Management GmbH | 0.03% | Add +78.5% | 411,492 | $22.3M |
| Los Angeles Capital Management LLC | 0.08% | Reduce -0.7% | 348,830 | $18.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.9% | 338,505 | $18.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 323,612 | $17.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.2% | 315,020 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.2% | 309,427 | $16.8M |
| Swiss National Bank | 0.01% | Add +0.8% | 290,500 | $15.8M |
| Deutsche Bank AG | 0.01% | Add +343.3% | 275,575 | $14.9M |
| Rafferty Asset Management, LLC | 0.05% | Reduce -28.3% | 275,384 | $14.9M |
| Citigroup Inc. | 0.01% | Reduce -14.0% | 255,555 | $13.9M |
| Kettle Hill Capital Management, LLC | 2.99% | New | 253,838 | $13.8M |
| Franklin Resources Inc. | 0.00% | Add +22.3% | 248,903 | $13.5M |
| California Public Employees Retirement System | 0.01% | Reduce -4.4% | 239,594 | $13.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +22.2% | 230,824 | $12.5M |
| Prudential Financial Inc. | 0.02% | Add +88.7% | 229,948 | $12.5M |
| Nordea Investment Management AB | 0.01% | Add +6.3% | 225,840 | $12.3M |
| Maltese Capital Management LLC | 1.57% | Reduce -10.7% | 187,500 | $10.2M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 179,605 | $9.7M |
| Corebridge Financial, Inc. | 0.05% | Reduce -4.3% | 167,118 | $9.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -10.3% | 164,408 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.9% | 160,496 | $8.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.3% | 158,430 | $8.6M |
| Victory Capital Management Inc. | 0.01% | Add +0.6% | 151,515 | $8.2M |
| Captrust Financial Advisors | 0.02% | Add +0.7% | 148,453 | $8.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.1% | 144,461 | $7.8M |
| Raymond James Financial Inc. | 0.00% | — | 142,659 | $7.7M |
| AXA S.A. | 0.02% | Add +243.8% | 142,089 | $7.7M |
| California State Teachers Retirement System | 0.01% | Reduce -2.6% | 137,980 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -13.4% | 137,547 | $7.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.3% | 130,959 | $7.1M |
| Quantinno Capital Management LP | 0.07% | Add +48.8% | 130,819 | $7.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -55.0% | 130,517 | $7.1M |
| Calydon Capital | 1.28% | Add +0.1% | 120,365 | $6.5M |
| Pathstone Holdings, LLC | 0.03% | Add +2.8% | 119,546 | $6.5M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +96.5% | 116,661 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +73.2% | 116,191 | $6.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +18.7% | 106,901 | $5.8M |
| Algert Global LLC | 0.13% | Add +14.6% | 105,179 | $5.7M |
| Siena Capital Partners GP, LLC | 1.52% | No change | 101,290 | $5.5M |
| Sei Investments Co. | 0.01% | Add +39.7% | 97,442 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -17.6% | 96,682 | $5.2M |
| Comerica Bank | 0.02% | Reduce -9.9% | 91,875 | $5.0M |
| Voya Investment Management LLC | 0.01% | Add +3.3% | 87,780 | $4.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 84,854 | $4.6M |
| MetLife Investment Management, LLC | 0.02% | Add +9.1% | 83,211 | $4.5M |
| Seizert Capital Partners, LLC | 0.20% | Reduce -49.6% | 82,576 | $4.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -70.8% | 80,716 | $4.4M |
| Martingale Asset Management L P | 0.10% | Add +151.0% | 78,157 | $4.2M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.3% | 78,026 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 77,951 | $4.2M |
| Capital Fund Management S.A. | 0.04% | Reduce -62.9% | 77,934 | $4.2M |
| Amundi | 0.00% | Reduce -69.7% | 75,048 | $4.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.6% | 72,258 | $3.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -32.8% | 71,839 | $3.9M |
| Holocene Advisors, LP | 0.01% | Add +14.6% | 71,225 | $3.9M |
| Amalgamated Bank | 0.03% | No change | 70,235 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -65.2% | 69,823 | $3.8M |
| Easterly Investment Partners LLC | 0.29% | No change | 69,179 | $3.8M |
| Janus Henderson Group PLC | 0.00% | No change | 69,055 | $3.7M |
| Macquarie Group Ltd. | 0.00% | No change | 67,700 | $3.7M |
| HighTower Advisors, LLC | 0.01% | Add +2.8% | 67,308 | $3.7M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +143.4% | 67,118 | $3.6M |
| HBK Sorce Advisory LLC | 0.11% | Reduce -2.4% | 65,175 | $3.5M |
| Alaska Permanent Fund Corp | 0.05% | No change | 64,968 | $3.5M |
| AE Wealth Management LLC | 0.03% | Add +21.4% | 64,283 | $3.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -66.6% | 64,176 | $3.5M |
| Verition Fund Management LLC | 0.02% | Add +530.1% | 64,011 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.8% | 63,640 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 63,586 | $3.5M |
| Harbor Investment Advisory, LLC | 0.32% | Reduce -1.1% | 62,928 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 59,639 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 59,609 | $3.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.4% | 55,551 | $3.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.0% | 55,001 | $3.0M |
| HRT Financial LP | 0.02% | Add +83.5% | 54,799 | $3.0M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 53,114 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.3% | 53,084 | $2.9M |
| Ieq Capital, LLC | 0.03% | Add +139.5% | 52,592 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 52,055 | $2.8M |
| Petiole USA ltd | 1.71% | New | 50,000 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.6% | 47,833 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +1.9% | 46,967 | $2.5M |
| Brevan Howard Capital Management LP | 0.06% | Add +115.0% | 46,657 | $2.5M |
| Mariner, LLC | 0.00% | Add +4.9% | 46,349 | $2.5M |
| Vest Financial, LLC | 0.04% | Add +45.7% | 45,663 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +38.0% | 45,326 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -22.6% | 45,223 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 44,611 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.9% | 44,171 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.6% | 43,935 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 43,239 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 42,839 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.2% | 41,000 | $2.2M |
| King Luther Capital Management Corp. | 0.01% | No change | 40,085 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 38,802 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +80.7% | 37,888 | $2.1M |
| Brandywine Global Investment Management, LLC | 0.01% | New | 37,246 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +12.1% | 37,062 | $2.0M |
| Danske Bank A/S | 0.01% | Add +152.3% | 35,046 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -0.3% | 35,000 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +17.3% | 34,567 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -4.5% | 34,541 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 34,500 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -37.6% | 33,672 | $1.8M |
| Global Financial Private Client, LLC | 0.68% | Add +1.3% | 33,501 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.2% | 32,829 | $1.8M |
| Cwm, LLC | 0.01% | Add +0.7% | 32,729 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 32,622 | $1.8M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -0.6% | 32,462 | $1.8M |
| Convergence Investment Partners, LLC | 0.38% | New | 31,527 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | No change | 31,000 | $1.7M |
| Headlands Technologies LLC | 0.17% | Add +13.6% | 30,287 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.5% | 30,055 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | — | 30,000 | $1.6M |
| Ethic Inc. | 0.03% | Reduce -18.6% | 29,872 | $1.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -10.8% | 29,654 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.4% | 29,586 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -6.6% | 29,365 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.9% | 28,794 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Add +244.8% | 28,405 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -2.0% | 30,180 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +7.7% | 27,988 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -68.5% | 27,174 | $1.5M |
| Legacy Capital Group California, Inc. | 0.43% | Reduce -1.5% | 25,901 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Add +55.1% | 25,693 | $1.4M |
| Edgestream Partners, L.P. | 0.06% | New | 25,470 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.6% | 25,431 | $1.4M |
| CVA Family Office, LLC | 0.22% | Add +0.8% | 25,412 | $1.4M |
| Ingalls & Snyder LLC | 0.05% | No change | 25,344 | $1.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -20.2% | 25,000 | $1.4M |
| Alta Capital Management LLC/ | 0.08% | Add +0.6% | 23,939 | $1.3M |
| Utah Retirement Systems | 0.01% | No change | 23,852 | $1.3M |
| STRS Ohio | 0.01% | Reduce -16.4% | 23,679 | $1.3M |
| Acadian Asset Management LLC | 0.00% | Reduce -86.6% | 23,242 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +37.5% | 23,081 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +44.4% | 23,059 | $1.3M |
| Thompson Investment Management, Inc. | 0.18% | Reduce -0.3% | 22,763 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.4% | 22,530 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +2.0% | 22,021 | $1.2M |
| Keybank National Association | 0.00% | Reduce -2.6% | 21,774 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.8% | 21,704 | $1.2M |
| Sierra Summit Advisors LLC | 0.24% | Add +26.2% | 21,701 | $1.2M |
| Natixis Investment Managers International | 0.09% | Add +0.3% | 21,135 | $1.1M |
| Hussman Strategic Advisors, Inc. | 0.34% | Reduce -50.0% | 21,000 | $1.1M |
| Ironwood Financial, llc | 0.23% | No change | 20,604 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1065.1% | 19,679 | $1.1M |
| WINTON GROUP Ltd | 0.07% | Reduce -9.8% | 19,740 | $1.1M |
| Nomura Holdings Inc. | 0.01% | New | 19,600 | $1.1M |
| MAI Capital Management | 0.01% | No change | 19,298 | $1.0M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | No change | 19,109 | $1.0M |
| Creative Planning | 0.00% | Add +0.9% | 18,879 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.8% | 18,779 | $1.0M |
| Bayesian Capital Management, LP | 0.12% | New | 18,038 | $979K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +72.0% | 17,854 | $969K |
| Contravisory Investment Management, Inc. | 0.20% | Add +1.5% | 17,263 | $937K |
| Advisory Services Network, LLC | 0.02% | Add +15.0% | 17,146 | $930K |
| NewEdge Advisors, LLC | 0.01% | Add +0.6% | 17,112 | $928K |
| D.A. Davidson & Co. | 0.01% | Reduce -7.3% | 16,860 | $915K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.8% | 16,848 | $914K |
| Xponance LLC | 0.01% | Add +5.4% | 16,659 | $904K |
| Stifel Financial Corp. | 0.00% | Reduce -15.7% | 16,581 | $900K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -1.4% | 16,173 | $877K |
| Sterling Capital Management LLC | 0.01% | Add +24.2% | 16,030 | $870K |
| Wolverine Asset Management LLC | 0.07% | Reduce -54.0% | 15,890 | $862K |
| US Bancorp \de | 0.00% | Reduce -3.0% | 15,856 | $860K |
| Soltis Investment Advisors LLC | 0.08% | Reduce -0.3% | 15,548 | $843K |
| Engineers Gate Manager LP | 0.01% | Reduce -61.0% | 15,124 | $820K |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -0.1% | 14,870 | $807K |
| Leo Wealth, LLC | 0.07% | Add +0.7% | 14,664 | $796K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.1% | 14,649 | $795K |
| Schroder Investment Management Group | 0.00% | New | 14,592 | $793K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -89.9% | 14,100 | $765K |
| Federated Hermes, Inc. | 0.00% | Reduce -11.7% | 13,850 | $751K |
| Physician Wealth Advisors, Inc. | 0.13% | Add +0.2% | 13,715 | $744K |
| Fifth Third Bancorp | 0.00% | Reduce -10.2% | 13,293 | $721K |
| Pinnacle Holdings, LLC | 0.31% | No change | 13,244 | $718K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -42.6% | 13,150 | $713K |
| Centiva Capital, LP | 0.03% | Reduce -4.4% | 12,912 | $700K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -23.7% | 12,738 | $691K |
| Lunt Capital Management, Inc. | 0.27% | Add +0.4% | 12,655 | $687K |
| Choreo, LLC | 0.01% | Add +84.0% | 12,079 | $656K |
| Supplemental Annuity Collective Trust of NJ | 0.19% | No change | 12,000 | $651K |
| Michels Family Financial, LLC | 0.60% | — | 11,993 | $651K |
| Cookson Peirce & Co. Inc. | 0.03% | New | 11,992 | $651K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.0% | 11,953 | $648K |
| Sendero Wealth Management, LLC | 0.10% | No change | 11,803 | $640K |
| Jain Global LLC | 0.02% | — | 11,533 | $626K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,406 | $619K |
| Cottonwood Capital Advisors, LLC | 0.44% | Reduce -13.9% | 11,399 | $618K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.8% | 11,166 | $606K |
| Trustmark Bank Trust Department | 0.04% | No change | 10,701 | $581K |
| PDT Partners, LLC | 0.05% | Reduce -0.2% | 10,700 | $580K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -1.5% | 10,632 | $577K |
| Vident Advisory, LLC | 0.01% | Reduce -51.0% | 10,553 | $573K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +925.5% | 10,491 | $569K |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 10,398 | $564K |
| EMC Capital Management | 0.31% | Add +333.6% | 10,250 | $556K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -0.8% | 10,090 | $547K |
| Inceptionr LLC | 0.12% | New | 10,028 | $544K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +40000.0% | 10,025 | $544K |
| Lynx Investment Advisory | 0.36% | Add +0.4% | 9,746 | $529K |
| Intech Investment Management LLC | 0.01% | New | 9,728 | $528K |
| Watts Gwilliam & Co., LLC | 0.11% | Add +0.2% | 9,491 | $526K |
| Wedmont Private Capital | 0.03% | Add +1.9% | 9,804 | $523K |
| Profund Advisors LLC | 0.02% | Add +20.1% | 9,525 | $517K |
| GAMMA Investing LLC | 0.04% | Add +4.4% | 9,514 | $516K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -19.9% | 9,490 | $515K |
| Two Sigma Securities, LLC | 0.09% | Reduce -77.4% | 9,490 | $515K |
| Atria Investments, Inc | 0.01% | Reduce -21.3% | 9,475 | $514K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.7% | 9,331 | $506K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.9% | 9,262 | $502K |
| Jackson Creek Investment Advisors LLC | 0.15% | Add +3.3% | 9,027 | $490K |
| Gsa Capital Partners LLP | 0.04% | New | 8,957 | $486K |
| Versor Investments LP | 0.08% | Reduce -48.8% | 8,927 | $484K |
| Neville Rodie & Shaw Inc. | 0.03% | New | 8,800 | $477K |
| Global Retirement Partners, LLC | 0.01% | Add +1.4% | 8,747 | $475K |
| GTS Securities LLC | 0.02% | Reduce -35.2% | 8,739 | $474K |
| Avaii Wealth Management, LLC | 0.23% | Reduce -1.2% | 8,671 | $470K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -38.0% | 8,629 | $468K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.4% | 8,592 | $466K |
| Knights of Columbus Asset Advisors LLC | 0.03% | New | 8,583 | $466K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -21.1% | 8,424 | $457K |
| Qsemble Capital Management, LP | 0.06% | New | 8,408 | $456K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,246 | $447K |
| Zions Bancorporation, N.A. | 0.03% | Reduce -48.0% | 8,144 | $442K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -36.6% | 8,143 | $442K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.2% | 8,120 | $441K |
| Caprock Group, LLC | 0.01% | Add +2.3% | 7,557 | $410K |
| Inspire Investing, LLC | 0.04% | Reduce -15.3% | 7,395 | $401K |
| Carson Advisory Inc. | 0.28% | Reduce -5.2% | 7,305 | $396K |
| Savant Capital, LLC | 0.00% | Add +12.0% | 7,302 | $396K |
| Apella Capital, LLC | 0.02% | Add +0.9% | 7,282 | $395K |
| Prudential PLC | 0.00% | New | 7,221 | $392K |
| Mma Asset Management LLC | 0.17% | Reduce -2.0% | 7,191 | $390K |
| Farringdon Capital, Ltd. | 0.16% | — | 7,181 | $390K |
| Fisher Asset Management | 0.00% | New | 7,176 | $389K |
| Baird Financial Group, Inc. | 0.00% | New | 7,000 | $380K |
| ProShare Advisors LLC | 0.00% | Add +7.3% | 6,912 | $375K |
| Pitcairn Co. | 0.02% | Reduce -5.5% | 6,858 | $372K |
| Mather Group, Llc. | 0.00% | Reduce -1.2% | 6,847 | $371K |
| Allworth Financial LP | 0.00% | Reduce -6.8% | 6,300 | $366K |
| Blair William & Co. | 0.00% | Add +4.7% | 6,713 | $364K |
| Jones Financial Companies LLLP | 0.00% | Add +22.5% | 6,666 | $362K |
| Bessemer Group Inc. | 0.00% | Reduce -13.2% | 6,602 | $358K |
| Concourse Financial Group Securities, Inc. | 0.02% | No change | 6,026 | $350K |
| KBC Group NV | 0.00% | Add +44.1% | 6,420 | $348K |
| Paragon Capital Management Ltd | 0.07% | Reduce -1.6% | 6,331 | $343K |
| Shelton Capital Management | 0.01% | No change | 6,296 | $342K |
| Impact Partnership Wealth, LLC | 0.07% | Add +7.3% | 6,117 | $332K |
| M&T Bank Corp | 0.00% | Reduce -3.4% | 6,113 | $332K |
| Compound Planning, Inc. | 0.02% | Add +9.7% | 6,026 | $327K |
| Drive Wealth Management, LLC | 0.08% | Add +0.8% | 6,020 | $327K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -53.9% | 5,958 | $323K |
| KG Capital Management | 0.10% | Reduce -1.7% | 5,840 | $317K |
| Vise Technologies, Inc. | 0.03% | New | 5,724 | $311K |
| Tidal Investments LLC | 0.00% | Add +7.8% | 5,718 | $310K |
| DAVENPORT & Co LLC | 0.00% | New | 5,700 | $309K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 5,550 | $301K |
| Fruth Investment Management | 0.08% | Reduce -9.8% | 5,500 | $298K |
| Lido Advisors, LLC | 0.00% | Reduce -3.1% | 5,448 | $296K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -24.4% | 5,402 | $293K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.0% | 5,252 | $288K |
| Sippican Capital Advisors | 0.21% | No change | 5,250 | $285K |
| Wealthspire Retirement, LLC | 0.02% | New | 5,245 | $285K |
| Salzhauer Michael | 0.14% | No change | 5,200 | $282K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,175 | $281K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 5,125 | $278K |
| Fluent Financial, LLC | 0.12% | New | 5,098 | $277K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.3% | 4,731 | $276K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 5,020 | $272K |
| Riverwater Partners LLC | 0.13% | No change | 4,948 | $268K |
| NorthCoast Asset Management LLC | 0.00% | New | 4,853 | $264K |
| Emerald Mutual Fund Advisers Trust | 0.02% | Reduce -67.9% | 4,828 | $262K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.7% | 4,809 | $261K |
| Mgo One Seven LLC | 0.01% | Add +0.8% | 4,749 | $258K |
| Aaron Wealth Advisors LLC | 0.03% | New | 4,741 | $257K |
| Blackhawk Capital Partners, LLC | 0.13% | Reduce -10.5% | 4,640 | $252K |
| Avid Wealth Partners LLC | 0.18% | Add +0.7% | 4,639 | $252K |
| NorthRock Partners, LLC | 0.01% | Reduce -27.7% | 4,629 | $251K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.7% | 4,602 | $250K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 4,600 | $250K |
| Guggenheim Capital LLC | 0.00% | Reduce -31.1% | 4,552 | $247K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -24.8% | 4,538 | $246K |
| CIBC Asset Management Inc | 0.00% | Add +5.2% | 4,511 | $245K |
| Delta Capital Management LLC | 0.14% | New | 4,460 | $242K |
| Wharton Business Group, LLC | 0.01% | No change | 4,460 | $242K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,451 | $241K |
| WJ Interests, LLC | 0.12% | No change | 4,439 | $241K |
| Nilsine Partners, LLC | 0.03% | New | 4,401 | $239K |
| National Bank of Canada | 0.00% | No change | 4,342 | $236K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -0.3% | 4,346 | $236K |
| Modern Wealth Management, LLC | 0.01% | New | 4,346 | $236K |
| Shell Asset Management Co. | 0.01% | Reduce -0.3% | 4,240 | $230K |
| Polymer Capital Management (US) LLC | 0.07% | — | 4,219 | $229K |
| Diversified Trust Co. | 0.01% | Reduce -71.6% | 4,195 | $228K |
| Sigma Planning Corp | 0.01% | Reduce -39.5% | 4,189 | $227K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 4,156 | $225K |
| Glenmede Trust Co. NA | 0.00% | Add +0.4% | 4,116 | $223K |
| Cresset Asset Management, LLC | 0.00% | Reduce -87.8% | 4,109 | $223K |
| Fiduciary Trust Co | 0.00% | New | 4,049 | $220K |
| Hamilton Capital Partners Inc. | 0.02% | Add +67.6% | 4,035 | $219K |
| TrinityPoint Wealth, LLC | 0.03% | Reduce -8.1% | 3,998 | $217K |
| Shepherd Financial Partners LLC | 0.03% | New | 3,960 | $215K |
| Crewe Advisors LLC | 0.03% | No change | 3,950 | $214K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 3,910 | $212K |
| Trust Investment Advisors | 0.14% | New | 3,901 | $212K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,817 | $207K |
| Diversify Wealth Management, LLC | 0.02% | New | 3,774 | $201K |
| Old National Bancorp | 0.00% | Reduce -14.5% | 3,690 | $200K |
| Blue Trust, Inc. | 0.00% | Reduce -59.6% | 3,618 | $196K |
| Group One Trading LLC | 0.01% | Reduce -93.7% | 3,430 | $186K |
| State of Wyoming | 0.02% | New | 3,326 | $180K |
| Versant Capital Management, Inc | 0.03% | Add +0.5% | 2,941 | $160K |
| Venturi Wealth Management, LLC | 0.01% | Add +13.4% | 2,802 | $152K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.4% | 2,769 | $150K |
| Parkside Financial Bank & Trust | 0.02% | Add +112.4% | 2,685 | $146K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 2,609 | $142K |
| Brooklyn Investment Group | 0.04% | Reduce -0.6% | 2,497 | $135K |
| CI Investments Inc. | 0.00% | Reduce -15.1% | 2,415 | $131K |
| Smartleaf Asset Management LLC | 0.01% | Add +19.6% | 2,241 | $122K |
| Whipplewood Advisors, LLC | 0.07% | — | 2,121 | $115K |
| Peterson Wealth Services | 0.03% | Add +0.4% | 2,051 | $111K |
| Natixis | 0.00% | New | 1,886 | $102K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,830 | $99K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,738 | $94K |
| Summit Securities Group LLC | 0.03% | Reduce -92.1% | 1,700 | $92K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.0% | 1,610 | $87K |
| Walleye Capital LLC | 0.00% | Reduce -82.5% | 1,607 | $87K |
| Principal Securities, Inc. | 0.00% | Reduce -32.0% | 1,394 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.7% | 1,338 | $73K |
| New Millennium Group LLC | 0.04% | Add +0.3% | 1,271 | $69K |
| Optiver Holding B.V. | 0.00% | Reduce -1.9% | 1,260 | $68K |
| Millstone Evans Group, LLC | 0.04% | — | 1,140 | $62K |
| Signaturefd, LLC | 0.00% | No change | 1,112 | $60K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.4% | 982 | $53K |
| Arax Advisory Partners | 0.00% | Add +120.8% | 901 | $49K |
| Parallel Advisors, LLC | 0.00% | No change | 884 | $48K |
| Covestor Ltd | 0.03% | Add +128.1% | 853 | $46K |
| American Capital Advisory, LLC | 0.03% | No change | 838 | $45K |
| Kozak & Associates, Inc. | 0.01% | Add +0.6% | 798 | $44K |
| Storebrand Asset Management As | 0.00% | No change | 777 | $42K |
| Quent Capital, LLC | 0.00% | Add +12.6% | 777 | $42K |
| Eagle Bay Advisors LLC | 0.03% | Reduce -30.7% | 764 | $41K |
| Addison Advisors LLC | 0.01% | Reduce -4.0% | 753 | $41K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -4.6% | 577 | $31K |
| UMB Bank, n.a. | 0.00% | Add +2.0% | 547 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +51.1% | 541 | $29K |
| Mechanics Financial Corp | 0.01% | No change | 525 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 521 | $28K |
| Trust Co. of Vermont | 0.00% | Reduce -16.5% | 507 | $28K |
| Raleigh Capital Management Inc. | 0.01% | Add +0.4% | 502 | $27K |
| IFP Advisors, Inc | 0.00% | Add +2.9% | 494 | $27K |
| Bayforest Capital Ltd | 0.03% | — | 486 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +7.5% | 460 | $25K |
| Cromwell Holdings LLC | 0.01% | No change | 451 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +319.8% | 445 | $24K |
| Quarry LP | 0.00% | Reduce -90.8% | 404 | $22K |
| Independence Bank of Kentucky | 0.00% | No change | 400 | $22K |
| Albion Financial Group | 0.00% | Reduce -64.3% | 395 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 369 | $20K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 384 | $20K |
| Boit C F David | 0.01% | No change | 360 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 323 | $18K |
| MV Capital Management, Inc. | 0.00% | Reduce -0.6% | 311 | $17K |
| Noble Wealth Management PBC | 0.01% | — | 285 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 280 | $15K |
| Hexagon Capital Partners LLC | 0.00% | Add +46.5% | 271 | $15K |
| Exchange Traded Concepts, LLC | 0.00% | New | 271 | $15K |
| Anfield Capital Management, LLC | 0.01% | Add +100.0% | 268 | $15K |
| DT Investment Partners, LLC | 0.00% | No change | 260 | $14K |
| Huntington National Bank | 0.00% | Add +42.3% | 249 | $14K |
| MCF Advisors LLC | 0.00% | Add +26.2% | 241 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 238 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 227 | $12K |
| Hemington Wealth Management | 0.00% | Add +17.1% | 226 | $12K |
| South Plains Financial, Inc. | 0.01% | — | 200 | $11K |
| Creative Financial Designs Inc. | 0.00% | Reduce -18.4% | 190 | $10K |
| FNY Investment Advisers, LLC | 0.01% | Reduce -85.7% | 200 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 181 | $10K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -53.8% | 179 | $10K |
| Spire Wealth Management | 0.00% | Reduce -70.3% | 169 | $9K |
| Rogco, LP | 0.00% | No change | 160 | $9K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 150 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 150 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -50.2% | 144 | $8K |
| SBI Securities Co., Ltd. | 0.00% | — | 142 | $8K |
| AlphaQuest LLC | 0.00% | Reduce -99.8% | 130 | $7K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 120 | $7K |
| Bank of New Hampshire | 0.00% | No change | 125 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 121 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 118 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 111 | $6K |
| Leonteq Securities AG | 0.00% | Add +60.3% | 109 | $6K |
| Colonial Trust Co / SC | 0.00% | New | 100 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 92 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +20.0% | 84 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 84 | $5K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -4.5% | 84 | $5K |
| Heritage Wealth Advisors | 0.00% | Add +21.7% | 73 | $4K |
| Grove Bank & Trust | 0.00% | Add +71.8% | 67 | $4K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -99.6% | 62 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 62 | $3K |
| WPG Advisers, LLC | 0.00% | — | 53 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 50 | $3K |
| Sierra Ocean, LLC | 0.00% | — | 48 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 39 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 39 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 35 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 28 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.6% | 28 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | New | 26 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +62.5% | 26 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 21 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 18 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $1K |
| Avion Wealth | 0.00% | No change | 33 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $1K |
| GW&K Investment Management, LLC | 0.00% | No change | 24 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | — | 18 | $977 |
| True Wealth Design, LLC | 0.00% | New | 18 | $977 |
| Assetmark, Inc. | 0.00% | New | 17 | $922 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 13 | $705 |
| CoreCap Advisors, LLC | 0.00% | Reduce -95.5% | 11 | $597 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -75.0% | 9 | $488 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 6 | $326 |
| WealthTrak Capital Management LLC | 0.00% | — | 5 | $272 |
| Old Second National Bank of Aurora | 0.00% | New | 5 | $271 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $86 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $55 |
"% of holder's portfolio" is ZION's weight in each manager's 13F, not the share of Zions Bancorp NA the manager owns.