Zions Bancorp NAZION

13F holders, Q1 2025 (March 31)
498holders +25
83new positions
55sold out
6famous investors
$49.82avg. 13F price*

At the end of Q1 2025, 498 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings, up 25 from Q4 2024. 83 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($933.7M), BlackRock, Inc. ($686.8M) and Dimensional Fund Advisors LP ($351.0M). 6 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Cliff Asness (0.1% 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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions83$145.6M
Exits55$134.9M

All 13F filers, Q4 2024 → Q1 2025: 12,522,040 shares bought and 11,779,196 shares sold, net +742,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 498 holders

Vanguard Group Inc. 0.02% Reduce -1.6% 18,725,935 $933.7M
BlackRock, Inc. 0.01% Add +0.6% 13,774,237 $686.8M
Dimensional Fund Advisors LP 0.09% Add +3.4% 7,040,473 $351.0M
State Street Corp. 0.01% Reduce -6.3% 6,956,126 $346.8M
LSV Asset Management 0.45% Add +3.8% 3,791,047 $189.0M
Citadel Advisors 0.19% Add +5.4% 3,777,768 $188.4M
Geode Capital Management, LLC 0.01% Add +10.4% 2,911,024 $145.2M
AQR Capital Management 0.14% Add +326.4% 2,866,759 $139.9M
Vaughan Nelson Investment Management, L.P. 1.29% Reduce -3.9% 2,594,620 $129.4M
Morgan Stanley 0.01% Reduce -3.3% 2,553,458 $127.3M
Fiduciary Management Inc. 1.10% Reduce -0.1% 2,291,550 $114.3M
Fuller & Thaler Asset Management, Inc. 0.41% Add +57.5% 2,133,336 $106.4M
Thrivent Financial for Lutherans 0.24% Add +0.2% 2,108,586 $105.1M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -10.7% 1,736,030 $86.6M
Alliancebernstein L.P. 0.03% Reduce -24.2% 1,501,658 $74.9M
Northern Trust Corp. 0.01% Reduce -2.0% 1,444,118 $72.0M
Norges Bank 0.01% Add +1.5% 1,375,821 $68.6M
Bank of New York Mellon Corp 0.01% Reduce -1.8% 1,371,385 $68.4M
Goldman Sachs Group Inc. 0.01% Reduce -18.4% 1,368,615 $68.2M
Invesco Ltd. 0.01% Add +35.6% 1,287,915 $64.2M
UBS Group AG 0.01% Add +104.5% 1,255,506 $62.6M
Freestone Grove Partners LP 0.62% Add +28.8% 1,213,207 $60.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -77.3% 1,107,552 $55.2M
Ameriprise Financial Inc. 0.01% Add +4.6% 1,073,328 $53.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -5.0% 835,504 $41.7M
Artemis Investment Management LLP 0.59% Add +12.6% 768,556 $38.3M
First Trust Advisors LP 0.03% Reduce -66.8% 752,055 $37.5M
Bank of America Corp. 0.00% Add +20.4% 745,087 $37.2M
Wellington Management Group LLP 0.01% Add +59.2% 742,516 $37.0M
FMR LLC 0.00% Reduce -1.9% 702,335 $35.0M
Millennium Management 0.03% Reduce -25.2% 693,449 $34.6M
Wedge Capital Management L L P 0.64% Reduce -2.6% 658,320 $32.8M
Boston Partners 0.04% Reduce -1.4% 610,467 $29.8M
Qube Research & Technologies Ltd 0.05% Add +158.7% 597,021 $29.8M
American Century Companies Inc. 0.02% Add +6.8% 571,233 $28.5M
Two Sigma Advisers, LP 0.06% Reduce -7.9% 530,300 $26.4M
JPMorgan Chase & Co. 0.00% Add +64.6% 509,312 $25.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.5% 504,860 $25.2M
Jane Street Group, LLC 0.04% Add +1344.1% 486,267 $24.2M
MetLife Investment Management, LLC 0.12% Add +443.5% 452,263 $22.5M
Allianz Asset Management GmbH 0.03% Add +9.5% 450,600 $22.5M
Barclays PLC 0.01% Reduce -14.6% 444,297 $22.2M
FJ Capital Management LLC 2.21% New 428,424 $21.4M
Natixis Advisors, LLC 0.04% Reduce -5.2% 417,097 $20.8M
Rhumbline Advisers 0.02% Reduce -0.3% 414,337 $20.7M
Panagora Asset Management Inc. 0.10% Reduce -18.1% 383,547 $19.1M
Hudson Bay Capital Management LP 0.13% New 354,120 $17.7M
Voloridge Investment Management, LLC 0.06% Reduce -47.7% 348,715 $17.4M
Principal Financial Group Inc. 0.01% Add +0.5% 340,066 $17.0M
Nuveen, LLC 0.01% — 338,525 $16.9M
Legal & General Group Plc 0.00% Add +0.7% 325,975 $16.3M
Sei Investments Co. 0.02% Add +220.9% 312,710 $15.6M
Interval Partners, LP 0.55% New 311,984 $15.6M
Los Angeles Capital Management LLC 0.07% Reduce -12.6% 304,820 $15.2M
Quantinno Capital Management LP 0.10% Add +130.5% 301,584 $15.0M
HRT Financial LP 0.09% Add +423.4% 286,837 $14.3M
Swiss National Bank 0.01% Reduce -1.5% 286,200 $14.3M
Two Sigma Investments, LP 0.03% Add +247.9% 280,825 $14.0M
Prudential Financial Inc. 0.02% Add +13.4% 260,793 $13.0M
California Public Employees Retirement System 0.01% Reduce -0.8% 237,604 $11.8M
Rafferty Asset Management, LLC 0.05% Reduce -17.7% 226,555 $11.3M
Nordea Investment Management AB 0.01% Reduce -1.1% 223,261 $11.0M
Citigroup Inc. 0.01% Reduce -14.9% 217,363 $10.8M
Maltese Capital Management LLC 1.74% Add +13.3% 212,500 $10.6M
Retirement Systems of Alabama 0.03% Add +0.2% 179,977 $9.0M
State Board of Administration of Florida Retirement System 0.02% No change 164,408 $8.2M
Canada Pension Plan Investment Board 0.01% Add +1061.7% 163,800 $8.2M
Corebridge Financial, Inc. 0.05% Reduce -2.3% 163,307 $8.1M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.3% 162,628 $8.1M
Rockefeller Capital Management L.P. 0.02% Add +1.6% 161,044 $8.0M
Susquehanna International Group, LLP 0.01% Add +130.4% 160,899 $8.0M
Wells Fargo & Company 0.00% Add +37.8% 160,145 $8.0M
AXA S.A. 0.03% Add +12.2% 159,467 $8.0M
SG Americas Securities, LLC 0.03% Add +459.6% 158,961 $7.9M
Captrust Financial Advisors 0.02% Add +6.3% 157,795 $7.9M
Cubist Systematic Strategies, LLC 0.10% New 153,444 $7.7M
Ieq Capital, LLC 0.06% Add +188.6% 151,797 $7.6M
Victory Capital Management Inc. 0.01% Reduce -0.1% 151,347 $7.5M
New York State Teachers Retirement System 0.02% Add +2.5% 148,072 $7.4M
Raymond James Financial Inc. 0.00% Add +3.5% 147,614 $7.4M
Franklin Resources Inc. 0.00% Reduce -41.0% 146,876 $7.3M
Jacobs Levy Equity Management, Inc. 0.03% Add +24.1% 144,840 $7.2M
Schonfeld Strategic Advisors LLC 0.05% Add +2266.6% 141,003 $7.0M
Voya Investment Management LLC 0.01% Add +57.6% 138,377 $6.9M
Brevan Howard Capital Management LP 0.20% Add +195.8% 138,016 $6.9M
Royal Bank of Canada 0.00% Add +76.3% 137,434 $6.9M
California State Teachers Retirement System 0.01% Reduce -1.1% 136,445 $6.8M
Corient Private Wealth LP 0.01% Reduce -1.0% 136,232 $6.8M
ExodusPoint Capital Management, LP 0.09% New 134,120 $6.7M
Great Lakes Advisors, LLC 0.06% New 125,272 $6.2M
Assenagon Asset Management S.A. 0.01% Reduce -5.5% 123,348 $6.2M
Calydon Capital 1.13% Add +1.4% 122,032 $6.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -7.3% 121,438 $6.1M
Man Group plc 0.02% New 118,604 $5.9M
Pathstone Holdings, LLC 0.03% Reduce -3.2% 115,696 $5.8M
Caisse de depot et placement du Quebec 0.01% New 112,100 $5.6M
T. Rowe Price Associates Inc. 0.00% Add +10.2% 106,541 $5.3M
Boothbay Fund Management, LLC 0.19% New 105,365 $5.3M
Algert Global LLC 0.13% No change 105,179 $5.2M
Siena Capital Partners GP, LLC 1.50% No change 101,290 $5.1M
Martingale Asset Management L P 0.13% Add +27.8% 99,905 $5.0M
BNP Paribas Financial Markets 0.00% Reduce -79.4% 99,718 $5.0M
Edgestream Partners, L.P. 0.16% Add +279.3% 96,616 $4.8M
Point72 Asset Management 0.01% New 96,600 $4.8M
Comerica Bank 0.02% Reduce -1.8% 90,193 $4.5M
Amundi 0.00% Add +33.6% 100,282 $4.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -3.3% 82,039 $4.1M
Seizert Capital Partners, LLC 0.18% Reduce -3.2% 79,962 $4.0M
Mutual of America Capital Management LLC 0.04% Reduce -2.5% 76,106 $3.8M
Verition Fund Management LLC 0.02% Add +16.8% 74,759 $3.7M
Treasurer of the State of North Carolina 0.01% Add +14.9% 73,046 $3.6M
AE Wealth Management LLC 0.03% Add +12.1% 72,031 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +61.5% 70,936 $3.5M
Sequoia Financial Advisors, LLC 0.03% Add +4.0% 69,770 $3.5M
Deutsche Bank AG 0.00% Reduce -74.7% 69,656 $3.5M
Squarepoint Ops LLC 0.01% Add +8.1% 69,374 $3.5M
Russell Investments Group, Ltd. 0.00% Add +7.7% 68,516 $3.4M
HighTower Advisors, LLC 0.00% Add +1.6% 68,420 $3.4M
Easterly Investment Partners LLC 0.28% Reduce -1.4% 68,179 $3.4M
Janney Montgomery Scott LLC 0.01% New 67,845 $3.4M
State of Wisconsin Investment Board 0.01% Reduce -5.7% 67,715 $3.4M
Macquarie Group Ltd. 0.00% No change 67,700 $3.4M
Amalgamated Bank 0.03% Reduce -3.7% 67,624 $3.4M
HBK Sorce Advisory LLC 0.10% Add +0.9% 65,741 $3.3M
Janus Henderson Group PLC 0.00% Reduce -5.5% 65,255 $3.2M
New York State Common Retirement Fund 0.00% Reduce -10.9% 64,358 $3.2M
LPL Financial LLC 0.00% Add +6.3% 63,365 $3.2M
Cwm, LLC 0.01% Add +92.7% 63,080 $3.1M
Harbor Investment Advisory, LLC 0.31% No change 62,928 $3.1M
Bank of Montreal 0.00% Add +37.7% 62,260 $3.1M
Quantbot Technologies LP 0.10% New 61,313 $3.1M
Dark Forest Capital Management LP 0.14% New 60,562 $3.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +101.5% 59,769 $3.0M
State of Tennessee, Department of Treasury 0.01% No change 59,639 $3.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% — 59,600 $3.0M
Alaska Permanent Fund Corp 0.04% No change 64,968 $2.9M
Bank of Nova Scotia 0.01% New 58,064 $2.9M
Intech Investment Management LLC 0.03% Add +465.2% 54,987 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -2.3% 54,251 $2.7M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.0% 52,560 $2.6M
Petiole USA ltd 1.76% No change 50,000 $2.5M
Mariner, LLC 0.00% Add +5.7% 48,979 $2.4M
Teacher Retirement System of Texas 0.01% Add +6.2% 48,147 $2.4M
Public Employees Retirement System of Ohio 0.01% Reduce -9.7% 47,948 $2.4M
Nisa Investment Advisors, LLC 0.01% Reduce -14.1% 47,257 $2.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.5% 47,189 $2.4M
D. E. Shaw & Co. 0.00% New 45,824 $2.3M
Brandywine Global Investment Management, LLC 0.02% Add +21.3% 45,172 $2.3M
Elizabeth Park Capital Advisors, Ltd. 2.04% New 45,090 $2.2M
Cerity Partners LLC 0.00% Add +46.8% 44,301 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 44,171 $2.2M
Danske Bank A/S 0.01% Add +25.5% 43,981 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -8.8% 43,608 $2.2M
Ensign Peak Advisors, Inc 0.00% No change 43,239 $2.2M
HSBC Holdings PLC 0.00% Add +13.7% 43,090 $2.1M
Arizona State Retirement System 0.01% Reduce -1.1% 42,351 $2.1M
Campbell & CO Investment Adviser LLC 0.16% New 42,068 $2.1M
Louisiana State Employees Retirement System 0.04% Add +1.0% 41,400 $2.1M
Cetera Investment Advisers 0.00% Add +18.9% 41,060 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +18.5% 40,960 $2.0M
King Luther Capital Management Corp. 0.01% No change 40,085 $2.0M
AlphaQuest LLC 0.21% Add +29100.8% 37,961 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -17.9% 36,604 $1.8M
Graham Capital Management, L.P. 0.08% New 36,411 $1.8M
Atom Investors LP 0.22% New 36,240 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -7.5% 35,899 $1.8M
State of Michigan Retirement System 0.01% Add +1.1% 35,400 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +8.3% 35,347 $1.8M
Creative Planning 0.00% Add +87.1% 35,330 $1.8M
Handelsbanken Fonder AB 0.01% No change 34,500 $1.7M
Global Financial Private Client, LLC 0.65% Add +1.6% 34,045 $1.7M
Black Maple Capital Management LP 1.33% New 34,001 $1.7M
Gateway Investment Advisers LLC 0.02% Add +3.1% 33,467 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 32,878 $1.6M
Point72 Asia (Singapore) Pte. Ltd. 0.43% New 32,545 $1.6M
Sierra Summit Advisors LLC 0.35% Add +49.2% 32,380 $1.6M
Hussman Strategic Advisors, Inc. 0.38% Add +50.0% 31,500 $1.6M
New Mexico Educational Retirement Board 0.06% No change 31,000 $1.5M
Ethic Inc. 0.03% Add +1.5% 30,329 $1.5M
Oregon Public Employees Retirement Fund 0.03% No change 30,055 $1.5M
PMC FIG Opportunities LLC 3.65% New 30,000 $1.5M
Wolverine Asset Management LLC 0.11% Add +83.9% 29,218 $1.5M
Engineers Gate Manager LP 0.02% Add +92.5% 29,113 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.7% 29,094 $1.5M
KLP Kapitalforvaltning As 0.01% Reduce -3.7% 28,900 $1.4M
Lazard Asset Management LLC 0.00% Add +23.0% 28,362 $1.4M
Acadian Asset Management LLC 0.00% Add +20.2% 27,936 $1.4M
Townsquare Capital LLC 0.01% Reduce -1.4% 27,599 $1.4M
Pictet Asset Management Holding SA 0.00% Add +8.4% 27,558 $1.4M
STRS Ohio 0.01% Add +16.1% 27,499 $1.4M
Point72 (DIFC) Ltd 0.13% New 26,079 $1.3M
PNC Financial Services Group, Inc. 0.00% Reduce -10.5% 25,780 $1.3M
Illinois Municipal Retirement Fund 0.02% No change 25,693 $1.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% New 25,294 $1.3M
CVA Family Office, LLC 0.19% Reduce -1.2% 25,116 $1.3M
Y-Intercept (Hong Kong) Ltd 0.08% Add +85.6% 24,407 $1.2M
Quantessence Capital LLC 0.30% New 24,200 $1.2M
Utah Retirement Systems 0.01% No change 23,852 $1.2M
Alta Capital Management LLC/ 0.07% Reduce -4.6% 22,835 $1.1M
Vident Advisory, LLC 0.02% Add +109.3% 22,084 $1.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -24.8% 22,085 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -0.5% 21,591 $1.1M
Focus Partners Wealth 0.00% Reduce -6.8% 21,502 $1.1M
WINTON GROUP Ltd 0.06% Add +7.5% 21,217 $1.1M
Crossmark Global Holdings, Inc. 0.02% Add +44.1% 21,110 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -22.6% 21,038 $1.0M
Jefferies Financial Group Inc. 0.02% New 20,878 $1.0M
Keybank National Association 0.00% Reduce -4.6% 20,771 $1.0M
Ironwood Financial, llc 0.22% Reduce -0.2% 20,568 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Reduce -11.8% 19,879 $991K
Ingalls & Snyder LLC 0.03% Reduce -22.5% 19,644 $979K
MAI Capital Management 0.01% Add +1.5% 19,591 $977K
Kestra Private Wealth Services, LLC 0.02% Add +2.9% 19,319 $963K
Halbert Hargrove Global Advisors, LLC 0.05% No change 19,109 $953K
Convergence Investment Partners, LLC 0.26% Reduce -39.6% 19,031 $949K
Advisory Services Network, LLC 0.02% Add +8.6% 18,616 $928K
Farther Finance Advisors, LLC 0.02% Add +12.2% 18,153 $898K
Persistent Asset Partners Ltd 0.79% New 17,942 $895K
Contravisory Investment Management, Inc. 0.19% Add +3.6% 17,885 $892K
Caprock Group, LLC 0.03% Add +133.3% 17,631 $879K
Soltis Investment Advisors LLC 0.08% Add +11.7% 17,371 $866K
Fox Run Management, L.L.C. 0.13% New 17,332 $864K
State of Alaska, Department of Revenue 0.01% Add +2.8% 17,318 $863K
Wolverine Trading, LLC 0.03% New 17,240 $853K
Xponance LLC 0.01% Add +2.4% 17,053 $850K
Simplex Trading, LLC 0.03% New 17,053 $850K
CIBC Private Wealth Group LLC 0.00% Add +1.8% 20,029 $845K
Entropy Technologies, LP 0.08% New 16,795 $837K
NewEdge Advisors, LLC 0.01% Reduce -2.0% 16,774 $836K
Harvest Fund Management Co., Ltd 0.04% Add +49.6% 15,698 $829K
D.A. Davidson & Co. 0.01% Reduce -2.6% 16,418 $819K
Ashton Thomas Private Wealth, LLC 0.03% New 16,188 $807K
Stifel Financial Corp. 0.00% Reduce -3.1% 16,065 $801K
Thompson Investment Management, Inc. 0.12% Reduce -30.2% 15,892 $792K
Merit Financial Group, LLC 0.01% New 15,637 $780K
US Bancorp \de 0.00% Reduce -3.1% 15,360 $766K
Laurion Capital Management LP 0.06% New 15,242 $760K
Walleye Trading LLC 0.02% New 15,112 $753K
Pinebridge Investments, L.P. 0.01% Reduce -71.8% 14,964 $746K
Leo Wealth, LLC 0.11% Add +1.7% 14,917 $744K
Sterling Capital Management LLC 0.01% Reduce -7.7% 14,800 $738K
Pallas Capital Advisors LLC 0.03% New 14,083 $702K
Federated Hermes, Inc. 0.00% Add +1.1% 14,002 $698K
Avior Wealth Management, LLC 0.03% Add +16.5% 13,920 $694K
Sendero Wealth Management, LLC 0.10% Add +16.9% 13,801 $688K
Physician Wealth Advisors, Inc. 0.12% Add +0.3% 13,759 $686K
Cookson Peirce & Co. Inc. 0.03% Add +14.5% 13,733 $685K
SummitTX Capital, L.P. 0.03% — 13,717 $684K
Pinnacle Holdings, LLC 0.29% No change 13,244 $660K
Walleye Capital LLC 0.01% Add +707.2% 12,972 $647K
Loomis Sayles & Co. L P 0.00% New 12,916 $644K
Centiva Capital, LP 0.04% Reduce -0.5% 12,843 $640K
EP Wealth Advisors, LLC 0.01% Reduce -0.2% 12,711 $634K
Lunt Capital Management, Inc. 0.23% No change 12,655 $631K
Michels Family Financial, LLC 0.55% Add +1.5% 12,171 $607K
Mercer Global Advisors Inc. 0.00% Add +164.7% 11,781 $586K
Ostrum Asset Management 0.03% New 11,735 $585K
Atria Investments, Inc 0.01% Add +23.3% 11,686 $583K
TCI Wealth Advisors, Inc. 0.05% Reduce -21.6% 11,659 $581K
Bessemer Group Inc. 0.00% Add +76.3% 11,637 $581K
Focus Partners Advisor Solutions, LLC 0.01% Add +114.4% 11,581 $577K
Fifth Third Bancorp 0.00% Reduce -13.3% 11,527 $575K
Virtus Advisers, LLC 0.38% New 11,429 $570K
Public Employees Retirement Association of Colorado 0.00% No change 11,406 $569K
Cottonwood Capital Advisors, LLC 0.42% Add +0.0% 11,400 $568K
Securian Asset Management, Inc. 0.02% No change 11,166 $557K
GAMMA Investing LLC 0.04% Add +16.1% 11,049 $551K
MainStreet Investment Advisors LLC 0.08% Add +5.3% 10,621 $530K
HB Wealth Management, LLC 0.00% Add +1.8% 10,589 $528K
EMC Capital Management 0.31% No change 10,250 $511K
United Services Automobile Association 0.01% New 9,786 $484K
Kestra Advisory Services, LLC 0.00% Add +3.3% 9,634 $480K
Watts Gwilliam & Co., LLC 0.10% Add +0.8% 9,565 $477K
Vestcor Inc 0.02% New 9,347 $466K
GTS Securities LLC 0.02% Add +6.8% 9,332 $465K
United Capital Financial Advisors, LLC 0.00% Reduce -0.4% 9,221 $460K
Jackson Creek Investment Advisors LLC 0.14% Add +0.8% 9,096 $454K
Guggenheim Capital LLC 0.00% Add +97.8% 9,002 $449K
Clearstead Advisors, LLC 0.01% Add +10.7% 8,990 $448K
CTC Alternative Strategies, Ltd. 0.54% New 8,900 $444K
Neville Rodie & Shaw Inc. 0.03% No change 8,800 $439K
Acorn Financial Advisory Services Inc. 0.08% Reduce -17.7% 8,754 $436K
Tower Research Capital LLC (TRC) 0.01% Reduce -50.7% 8,801 $432K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -15.0% 8,525 $425K
Polymer Capital Management (US) LLC 0.13% Add +100.7% 8,469 $422K
Knights of Columbus Asset Advisors LLC 0.03% Reduce -2.0% 8,409 $419K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -0.3% 8,402 $419K
Catalyst Funds Management Pty Ltd 0.11% New 8,400 $419K
Wedmont Private Capital 0.02% Add +0.8% 9,880 $415K
111 Capital 0.08% New 8,261 $412K
Meritage Portfolio Management 0.03% New 8,248 $411K
Stratos Wealth Partners, LTD. 0.01% Reduce -13.4% 8,218 $410K
Baird Financial Group, Inc. 0.00% Add +16.5% 8,156 $407K
Coldstream Capital Management Inc. 0.01% Reduce -5.5% 8,119 $405K
Lido Advisors, LLC 0.00% Add +47.6% 8,040 $401K
Mackenzie Financial Corp. 0.00% New 8,023 $400K
Jones Financial Companies LLLP 0.00% Add +17.4% 7,828 $387K
Alps Advisors Inc. 0.00% New 7,350 $366K
Carson Advisory Inc. 0.25% Add +0.0% 7,307 $364K
DAVENPORT & Co LLC 0.00% Add +26.3% 7,200 $359K
Mma Asset Management LLC 0.15% No change 7,191 $359K
Inspire Investing, LLC 0.04% Reduce -6.6% 6,906 $344K
PharVision Advisers, LLC 0.47% New 6,864 $342K
Pitcairn Co. 0.02% Reduce -0.2% 6,842 $341K
Schroder Investment Management Group 0.00% Reduce -53.0% 6,864 $340K
Meeder Asset Management Inc. 0.02% New 6,798 $339K
Avaii Wealth Management, LLC 0.18% Reduce -21.9% 6,772 $338K
Maryland State Retirement & Pension System 0.01% Reduce -18.0% 6,759 $337K
Chicago Partners Investment Group LLC 0.01% Add +40.6% 7,387 $335K
Blair William & Co. 0.00% Reduce -0.0% 6,710 $335K
Savant Capital, LLC 0.00% Reduce -9.2% 6,628 $330K
Apella Capital, LLC 0.01% Reduce -0.8% 7,225 $330K
KBC Group NV 0.00% Add +3.0% 6,615 $330K
Paragon Capital Management Ltd 0.07% Add +0.8% 6,380 $318K
Inscription Capital, LLC 0.05% — 7,311 $317K
Choreo, LLC 0.00% Reduce -47.5% 6,347 $316K
ProShare Advisors LLC 0.00% Reduce -8.9% 6,299 $314K
Ground Swell Capital, LLC 0.73% New 6,252 $312K
Headlands Technologies LLC 0.04% Reduce -79.5% 6,213 $310K
Lynx Investment Advisory 0.20% Reduce -36.8% 6,158 $307K
M&T Bank Corp 0.00% Reduce -0.3% 6,098 $304K
Mach-1 Financial Group, LLC 0.09% New 6,071 $303K
Drive Wealth Management, LLC 0.07% Reduce -0.6% 5,982 $298K
Shelton Capital Management 0.01% Reduce -5.3% 5,964 $297K
Profund Advisors LLC 0.01% Reduce -38.5% 5,853 $292K
Compound Planning, Inc. 0.01% Reduce -3.8% 5,799 $289K
KG Capital Management 0.09% Reduce -0.9% 5,790 $289K
NorthCrest Asset Manangement, LLC 0.01% New 5,764 $287K
Jain Global LLC 0.01% Reduce -51.3% 5,619 $280K
Cresset Asset Management, LLC 0.00% Add +36.1% 5,593 $279K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -0.1% 5,544 $276K
Prudential PLC 0.00% Reduce -24.7% 5,437 $271K
Fruth Investment Management 0.08% Reduce -0.9% 5,450 $271K
NorthCoast Asset Management LLC 0.00% Add +11.1% 5,392 $269K
Aaron Wealth Advisors LLC 0.03% Add +13.3% 5,373 $268K
Blueshift Asset Management, LLC 0.10% New 5,261 $262K
Wealthspire Retirement, LLC 0.02% Add +0.2% 5,254 $262K
Sippican Capital Advisors 0.20% No change 5,250 $262K
Tidal Investments LLC 0.00% Reduce -8.3% 5,244 $261K
Salzhauer Michael 0.17% No change 5,200 $259K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,175 $258K
Forum Financial Management, LP 0.00% Add +0.3% 5,138 $256K
Clear Creek Financial Management, LLC 0.03% Reduce -36.9% 5,135 $256K
Mather Group, Llc. 0.00% Reduce -25.0% 5,134 $256K
Sigma Planning Corp 0.01% Add +20.0% 5,026 $251K
Johnson Investment Counsel Inc. 0.00% No change 5,020 $250K
Blue Trust, Inc. 0.00% Add +36.8% 4,949 $247K
Blackhawk Capital Partners, LLC 0.13% Add +5.3% 4,885 $244K
Traynor Capital Management, Inc. 0.02% Add +0.8% 4,845 $242K
Emerald Mutual Fund Advisers Trust 0.02% No change 4,828 $241K
Versant Capital Management, Inc 0.04% Add +63.4% 4,804 $240K
Fifth Third Wealth Advisors LLC 0.01% Add +2.6% 4,722 $235K
Riverwater Partners LLC 0.12% Reduce -5.0% 4,698 $234K
U.S. Capital Wealth Advisors, LLC 0.01% New 4,648 $232K
Moneta Group Investment Advisors LLC 0.00% Add +1.0% 4,647 $232K
CIBC Asset Management Inc 0.00% Add +2.1% 4,605 $230K
Tweedy, Browne Co LLC 0.02% New 4,553 $227K
Oppenheimer & Co. Inc. 0.00% New 4,500 $224K
Geneos Wealth Management Inc. 0.01% Reduce -1.4% 4,474 $223K
Wharton Business Group, LLC 0.01% No change 4,460 $222K
WJ Interests, LLC 0.10% No change 4,439 $221K
Nilsine Partners, LLC 0.02% Reduce -0.4% 4,385 $219K
Delta Capital Management LLC 0.13% Reduce -2.2% 4,360 $217K
Bayesian Capital Management, LP 0.04% Reduce -76.0% 4,338 $216K
Modern Wealth Management, LLC 0.01% Reduce -0.2% 4,336 $216K
NorthRock Partners, LLC 0.01% Reduce -9.6% 4,187 $209K
Jump Financial, LLC 0.00% New 4,147 $207K
Renaissance Technologies 0.00% New 4,100 $204K
Shell Asset Management Co. 0.01% Reduce -4.2% 4,064 $203K
Crewe Advisors LLC 0.03% No change 3,950 $197K
Hamilton Capital Partners Inc. 0.01% Reduce -2.8% 3,923 $196K
Centaurus Financial, Inc. 0.01% Add +0.1% 3,916 $195K
Exchange Traded Concepts, LLC 0.00% Add +1266.4% 3,703 $185K
TD Private Client Wealth LLC 0.01% Add +31.8% 3,650 $182K
Bayforest Capital Ltd 0.08% Add +636.2% 3,578 $178K
Parkside Financial Bank & Trust 0.02% Add +1.3% 2,720 $136K
Brooklyn Investment Group 0.03% Add +3.8% 2,592 $129K
Quarry LP 0.03% Add +520.0% 2,505 $125K
CI Investments Inc. 0.00% Add +1.6% 2,454 $122K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.2% 2,317 $116K
Smartleaf Asset Management LLC 0.01% Reduce -3.3% 2,168 $107K
Whipplewood Advisors, LLC 0.06% Add +4.5% 2,217 $106K
Peterson Wealth Services 0.03% Add +0.4% 2,059 $103K
Zions Bancorporation, National Association 0.01% — 2,045 $102K
Nomura Asset Management Co. Ltd. 0.00% No change 1,830 $91K
Lanark Financial, Inc. 0.01% — 1,590 $79K
Principal Securities, Inc. 0.00% No change 1,394 $76K
Allworth Financial LP 0.00% Reduce -75.5% 1,544 $70K
UMB Bank, n.a. 0.00% Add +155.0% 1,395 $70K
Steward Partners Investment Advisory, LLC 0.00% No change 1,338 $67K
Quadrant Capital Group LLC 0.00% Reduce -17.6% 1,326 $66K
Bridge Generations Wealth Management LLC 0.04% New 1,304 $65K
New Millennium Group LLC 0.04% Reduce -0.3% 1,267 $63K
Arax Advisory Partners 0.00% Add +34.1% 1,208 $60K
EverSource Wealth Advisors, LLC 0.00% Add +120.2% 1,191 $59K
Millstone Evans Group, LLC 0.04% No change 1,140 $57K
Signaturefd, LLC 0.00% No change 1,112 $55K
CX Institutional 0.00% New 1,058 $53K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 1,049 $52K
Natixis 0.00% Reduce -45.8% 1,022 $50K
Princeton Global Asset Management LLC 0.01% New 1,000 $50K
Parallel Advisors, LLC 0.00% Add +0.8% 891 $44K
American Capital Advisory, LLC 0.02% No change 838 $42K
True Wealth Design, LLC 0.02% Add +4366.7% 804 $40K
New Age Alpha Advisors, LLC 0.00% New 794 $40K
Addison Advisors LLC 0.01% Add +4.4% 786 $39K
Storebrand Asset Management As 0.00% No change 777 $39K
Point72 Hong Kong Ltd 0.00% New 725 $36K
Quent Capital, LLC 0.00% Reduce -8.1% 714 $36K
Ameriflex Group, Inc. 0.01% New 705 $35K
Kozak & Associates, Inc. 0.01% Add +0.9% 805 $35K
Deseret Mutual Benefit Administrators 0.01% No change 577 $29K
IFP Advisors, Inc 0.00% Add +11.3% 550 $27K
Mechanics Financial Corp 0.01% No change 525 $26K
Trust Co. of Vermont 0.00% No change 507 $25K
Picton Mahoney Asset Management 0.00% New 493 $25K
Curat Global, LLC 0.03% — 500 $25K
Cromwell Holdings LLC 0.01% Add +2.2% 461 $23K
Harbour Investments, Inc. 0.00% Add +0.2% 461 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 445 $22K
Independence Bank of Kentucky 0.00% No change 400 $20K
Albion Financial Group 0.00% No change 395 $20K
Wood Tarver Financial Group, LLC 0.01% No change 384 $19K
Assetmark, Inc. 0.00% Add +2158.8% 384 $19K
CENTRAL TRUST Co 0.00% No change 369 $18K
Hexagon Capital Partners LLC 0.00% Add +29.5% 351 $18K
Rise Advisors, LLC 0.01% New 335 $17K
Bogart Wealth, LLC 0.00% No change 323 $16K
Covestor Ltd 0.01% Reduce -63.4% 312 $16K
MV Capital Management, Inc. 0.00% Reduce -1.0% 308 $15K
Rothschild Investment LLC 0.00% Reduce -42.2% 301 $15K
Noble Wealth Management PBC 0.01% No change 285 $14K
Wilmington Savings Fund Society, FSB 0.00% No change 280 $14K
Hemington Wealth Management 0.00% Add +18.1% 267 $13K
DT Investment Partners, LLC 0.00% No change 260 $13K
SouthState Bank Corp 0.00% New 250 $12K
MPWM Advisory Solutions, LLC 0.01% Add +0.4% 228 $11K
WPG Advisers, LLC 0.01% Add +313.2% 219 $11K
Caitong International Asset Management Co., Ltd 0.01% New 209 $10K
Creative Financial Designs Inc. 0.00% Add +9.5% 208 $10K
South Plains Financial, Inc. 0.01% No change 200 $10K
Private Wealth Management Group, LLC 0.00% No change 181 $9K
First Horizon Advisors, Inc. 0.00% No change 179 $9K
Spire Wealth Management 0.00% Reduce -2.4% 165 $8K
Rogco, LP 0.00% No change 160 $8K
Clearstead Trust, LLC 0.00% New 154 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 150 $7K
Huntington National Bank 0.00% Reduce -41.8% 145 $7K
Rosenberg Matthew Hamilton 0.00% No change 144 $7K
SBI Securities Co., Ltd. 0.00% Reduce -1.4% 140 $7K
Anfield Capital Management, LLC 0.00% Reduce -50.0% 134 $7K
JFS Wealth Advisors, LLC 0.00% Add +5.8% 128 $6K
Bell Investment Advisors, Inc 0.00% Add +13.5% 126 $6K
Fortitude Family Office, LLC 0.00% No change 118 $6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 120 $5K
Hollencrest Capital Management 0.00% No change 100 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 92 $5K
Farmers & Merchants Investments Inc. 0.00% Add +84.0% 92 $5K
MCF Advisors LLC 0.00% Reduce -63.1% 89 $4K
Valued Wealth Advisors LLC 0.00% Add +1.2% 85 $4K
Prestige Wealth Management Group LLC 0.00% No change 84 $4K
Grove Bank & Trust 0.00% No change 67 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -23.8% 64 $3K
Activest Wealth Management 0.00% New 63 $3K
Sierra Ocean, LLC 0.00% No change 48 $2K
Ogorek Anthony Joseph /NY/ 0.00% New 59 $2K
Capital Advisors, Ltd. LLC 0.00% No change 39 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 39 $2K
Highline Wealth Partners LLC 0.00% New 37 $2K
NewSquare Capital LLC 0.00% New 35 $2K
Oakworth Capital, Inc. 0.00% No change 35 $2K
SJS Investment Consulting Inc. 0.00% No change 28 $1K
Manchester Capital Management LLC 0.00% New 27 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -10.7% 25 $1K
Lindbrook Capital, LLC 0.00% No change 21 $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
Capital A Wealth Management, LLC 0.00% New 20 $997
Legacy Wealth Managment, LLC 0.00% No change 18 $898
CoreCap Advisors, LLC 0.00% Add +45.5% 16 $798
Principia Wealth Advisory, LLC 0.00% Reduce -5.6% 17 $777
Dunhill Financial, LLC 0.00% Reduce -42.3% 15 $768
WealthTrak Capital Management LLC 0.00% Add +200.0% 15 $748
Iron Horse Wealth Management, LLC 0.00% New 12 $598
Bare Financial Services, Inc 0.00% New 11 $548
Hughes Financial Services, LLC 0.00% New 11 $544
AdvisorNet Financial, Inc 0.00% No change 9 $449
Cornerstone Planning Group LLC 0.00% New 9 $399
Larson Financial Group LLC 0.00% Reduce -96.6% 8 $399
Parkworth Wealth Management, Inc. 0.00% No change 6 $299
Bay Harbor Wealth Management, LLC 0.00% New 5 $249
HFM Investment Advisors, LLC 0.00% — 4 $200
GoalVest Advisory LLC 0.00% New 4 $199
Private Wealth Asset Management, LLC 0.00% — 3 $150
National Bank of Canada 0.00% Reduce -100.0% 2 $100
TFC Financial Management, Inc. 0.00% No change 1 $50
Hantz Financial Services, Inc. 0.00% New 5 $0

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