Zions Bancorp NAZION

13F holders, Q2 2025 (June 30)
492holders −6
58new positions
67sold out
7famous investors
$51.95avg. 13F price*

At the end of Q2 2025, 492 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings, down 6 from Q1 2025. 58 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($721.3M) and Dimensional Fund Advisors LP ($379.8M). 7 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 Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions58$128.4M
Exits67$139.9M

All 13F filers, Q1 2025 → Q2 2025: 9,491,692 shares bought and 9,539,431 shares sold, net −47,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 492 holders

Vanguard Group Inc. 0.02% Add +3.1% 19,308,327 $1.0B
BlackRock, Inc. 0.01% Add +0.8% 13,886,400 $721.3M
Dimensional Fund Advisors LP 0.09% Add +3.9% 7,312,524 $379.8M
State Street Corp. 0.01% Reduce -5.0% 6,605,648 $343.1M
LSV Asset Management 0.48% Add +4.5% 3,960,132 $205.7M
Citadel Advisors 0.16% Reduce -4.7% 3,599,106 $186.9M
Geode Capital Management, LLC 0.01% Reduce -0.0% 2,910,167 $151.2M
Vaughan Nelson Investment Management, L.P. 1.38% Add +9.3% 2,834,949 $147.2M
Fuller & Thaler Asset Management, Inc. 0.51% Add +26.5% 2,699,454 $140.2M
Fiduciary Management Inc. 1.32% Add +15.7% 2,651,014 $137.7M
Morgan Stanley 0.01% Reduce -3.5% 2,463,990 $128.0M
AQR Capital Management 0.10% Reduce -21.4% 2,252,327 $117.0M
Thrivent Financial for Lutherans 0.22% Reduce -9.0% 1,918,248 $99.6M
Arrowstreet Capital, Limited Partnership 0.07% Add +4.9% 1,820,454 $94.6M
Goldman Sachs Group Inc. 0.01% Add +15.9% 1,586,525 $82.4M
Norges Bank 0.01% Add +13.2% 1,557,230 $80.9M
Invesco Ltd. 0.01% Add +20.2% 1,548,198 $80.4M
Northern Trust Corp. 0.01% Reduce -2.5% 1,407,858 $73.1M
Wellington Management Group LLP 0.01% Add +77.5% 1,317,617 $68.4M
Bank of New York Mellon Corp 0.01% Reduce -5.5% 1,295,527 $67.3M
Allianz Asset Management GmbH 0.08% Add +168.4% 1,209,455 $62.8M
Millennium Management 0.06% Add +65.5% 1,148,021 $59.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.0% 1,107,076 $57.5M
Ameriprise Financial Inc. 0.01% Reduce -17.3% 887,363 $46.1M
First Trust Advisors LP 0.03% Add +10.1% 828,155 $43.0M
Manufacturers Life Insurance Company, The 0.04% Reduce -4.3% 799,874 $41.5M
Wedge Capital Management L L P 0.65% Add +7.2% 705,674 $36.7M
FMR LLC 0.00% Add +0.3% 704,451 $36.6M
Bank of America Corp. 0.00% Reduce -8.3% 683,612 $35.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +32.3% 668,000 $34.7M
UBS Group AG 0.01% Reduce -47.0% 665,357 $34.6M
Qube Research & Technologies Ltd 0.05% Add +7.1% 639,581 $33.2M
Barclays PLC 0.01% Add +39.0% 617,648 $32.1M
Adage Capital Partners Gp, L.L.C. 0.05% New 616,248 $32.0M
Boston Partners 0.04% Add +0.1% 610,993 $31.8M
Balyasny Asset Management L.P. 0.07% New 601,160 $31.2M
American Century Companies Inc. 0.02% Reduce -2.6% 556,612 $28.9M
Two Sigma Advisers, LP 0.05% Reduce -4.8% 504,600 $26.2M
MetLife Investment Management, LLC 0.14% Add +0.8% 456,123 $23.7M
JPMorgan Chase & Co. 0.00% Reduce -12.7% 444,473 $23.1M
FJ Capital Management LLC 2.44% Add +3.3% 442,549 $23.0M
Rhumbline Advisers 0.02% Reduce -0.7% 411,519 $21.4M
Natixis Advisors, LLC 0.03% Reduce -4.3% 398,933 $20.7M
Quantinno Capital Management LP 0.08% Add +16.2% 350,444 $18.2M
Two Sigma Investments, LP 0.03% Add +22.5% 344,111 $17.9M
Sei Investments Co. 0.02% Add +8.5% 339,385 $17.6M
Panagora Asset Management Inc. 0.08% Reduce -12.7% 334,686 $17.4M
Principal Financial Group Inc. 0.01% Reduce -1.6% 334,499 $17.4M
Interval Partners, LP 0.39% Add +5.6% 329,457 $17.1M
D. E. Shaw & Co. 0.02% Add +586.3% 314,469 $16.3M
Legal & General Group Plc 0.00% Reduce -5.7% 307,441 $16.0M
Prudential Financial Inc. 0.02% Add +15.0% 299,947 $15.6M
Los Angeles Capital Management LLC 0.06% Reduce -1.8% 299,470 $15.6M
Swiss National Bank 0.01% Reduce -1.5% 282,000 $14.6M
Nuveen, LLC 0.00% Reduce -19.5% 272,520 $14.2M
Victory Capital Management Inc. 0.01% Add +77.7% 268,982 $14.0M
Citigroup Inc. 0.01% Add +22.9% 267,070 $13.9M
California Public Employees Retirement System 0.01% Add +8.7% 258,210 $13.4M
Nordea Investment Management AB 0.01% Add +15.0% 256,710 $13.3M
Maltese Capital Management LLC 1.86% Add +19.1% 253,000 $13.1M
Rafferty Asset Management, LLC 0.04% Add +1.2% 229,259 $11.9M
Tudor Investment Corporation 0.09% New 221,373 $11.5M
Voloridge Investment Management, LLC 0.04% Reduce -36.6% 221,119 $11.5M
Alliancebernstein L.P. 0.00% Reduce -85.5% 217,263 $11.3M
Freestone Grove Partners LP 0.08% Reduce -83.1% 205,292 $10.7M
Schonfeld Strategic Advisors LLC 0.08% Add +37.1% 193,315 $10.0M
Retirement Systems of Alabama 0.03% Add +0.2% 180,365 $9.4M
Bridgewater Associates 0.04% New 174,137 $9.0M
Jane Street Group, LLC 0.01% Reduce -65.0% 170,226 $8.8M
State Board of Administration of Florida Retirement System 0.02% Add +0.8% 165,808 $8.6M
Canada Pension Plan Investment Board 0.01% No change 163,800 $8.5M
Captrust Financial Advisors 0.02% Add +3.6% 163,475 $8.5M
Cambridge Investment Research Advisors, Inc. 0.03% Add +0.3% 163,180 $8.5M
AXA S.A. 0.02% Add +1.8% 162,260 $8.4M
Quantbot Technologies LP 0.21% Add +162.6% 160,981 $8.4M
Rockefeller Capital Management L.P. 0.02% Reduce -1.0% 159,450 $8.3M
Voya Investment Management LLC 0.01% Add +6.9% 147,977 $7.7M
Royal Bank of Canada 0.00% Add +7.4% 147,642 $7.7M
Franklin Resources Inc. 0.00% Reduce -0.8% 145,744 $7.6M
New York State Teachers Retirement System 0.02% Reduce -5.1% 140,472 $7.3M
California State Teachers Retirement System 0.01% No change 136,445 $7.1M
Jain Global LLC 0.12% Add +2311.5% 135,501 $7.0M
Calydon Capital 0.66% Add +6.4% 129,859 $6.7M
Corient Private Wealth LP 0.01% Reduce -4.7% 129,800 $6.7M
Holocene Advisors, LP 0.02% New 128,786 $6.7M
Raymond James Financial Inc. 0.00% Reduce -13.3% 128,049 $6.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.18% New 127,420 $6.6M
Susquehanna International Group, LLP 0.01% Reduce -25.0% 120,654 $6.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.3% 119,879 $6.2M
Wells Fargo & Company 0.00% Reduce -25.8% 118,857 $6.2M
Dark Forest Capital Management LP 0.25% Add +96.0% 118,687 $6.2M
Kettle Hill Capital Management, LLC 1.41% New 117,634 $6.1M
Algert Global LLC 0.13% Add +10.4% 116,073 $6.0M
Great Lakes Advisors, LLC 0.05% Reduce -9.8% 113,048 $5.9M
Jacobs Levy Equity Management, Inc. 0.02% Reduce -23.9% 110,265 $5.7M
T. Rowe Price Associates Inc. 0.00% Add +1.9% 108,618 $5.6M
Martingale Asset Management L P 0.14% Add +7.4% 107,316 $5.6M
Amundi 0.00% Add +0.1% 100,382 $5.5M
Brevan Howard Capital Management LP 0.06% Reduce -24.1% 104,795 $5.4M
Siena Capital Partners GP, LLC 1.54% No change 101,290 $5.3M
Man Group plc 0.01% Reduce -15.2% 100,563 $5.2M
Comerica Bank 0.02% Add +9.1% 98,391 $5.1M
Atom Investors LP 0.43% Add +157.3% 93,229 $4.8M
Treasurer of the State of North Carolina 0.01% Add +19.5% 87,316 $4.5M
Pathstone Holdings, LLC 0.02% Reduce -25.2% 86,498 $4.5M
Verition Fund Management LLC 0.03% Add +14.9% 85,876 $4.5M
Ieq Capital, LLC 0.03% Reduce -46.6% 81,018 $4.2M
Russell Investments Group, Ltd. 0.01% Add +15.9% 79,417 $4.1M
Seizert Capital Partners, LLC 0.18% Reduce -1.2% 78,997 $4.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -5.5% 77,505 $4.0M
Sequoia Financial Advisors, LLC 0.03% Add +6.2% 74,084 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -3.6% 73,388 $3.8M
Deutsche Bank AG 0.00% Add +0.1% 69,731 $3.6M
HighTower Advisors, LLC 0.00% Add +1.4% 69,388 $3.6M
Amalgamated Bank 0.03% Reduce -0.6% 67,237 $3.5M
Janus Henderson Group PLC 0.00% No change 65,255 $3.4M
HBK Sorce Advisory LLC 0.09% Reduce -0.8% 65,241 $3.4M
Horizon Investments, LLC 0.05% New 65,080 $3.4M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +7.9% 64,471 $3.3M
New York State Common Retirement Fund 0.00% No change 64,358 $3.3M
Harbor Investment Advisory, LLC 0.29% No change 62,928 $3.3M
State of Wisconsin Investment Board 0.01% Reduce -8.9% 61,660 $3.2M
Black Maple Capital Management LP 2.21% Add +81.0% 61,532 $3.2M
Easterly Investment Partners LLC 0.23% Reduce -9.9% 61,438 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -19.8% 56,890 $3.2M
Macquarie Group Ltd. 0.00% Reduce -10.6% 60,500 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +47.1% 60,265 $3.1M
State of Tennessee, Department of Treasury 0.01% No change 59,639 $3.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% No change 59,600 $3.1M
Bank of Montreal 0.00% Reduce -4.3% 59,553 $3.1M
BNP Paribas Financial Markets 0.00% Reduce -40.6% 59,178 $3.1M
Elizabeth Park Capital Advisors, Ltd. 2.70% Add +28.3% 57,850 $3.0M
LPL Financial LLC 0.00% Reduce -9.6% 57,312 $3.0M
Police & Firemen's Retirement System of New Jersey 0.03% Add +6.2% 55,791 $2.9M
HSBC Holdings PLC 0.00% Add +24.1% 53,470 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -2.1% 53,122 $2.8M
Teacher Retirement System of Texas 0.01% Add +9.8% 52,879 $2.7M
Petiole USA ltd 1.84% No change 50,000 $2.6M
Public Employees Retirement System of Ohio 0.01% Add +1.0% 48,439 $2.5M
Jump Financial, LLC 0.03% Add +1059.9% 48,100 $2.5M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.9% 47,637 $2.5M
Nisa Investment Advisors, LLC 0.01% Add +0.2% 47,342 $2.5M
Mariner, LLC 0.00% Reduce -4.1% 46,988 $2.4M
Brandywine Global Investment Management, LLC 0.02% Reduce -2.0% 44,276 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% No change 44,171 $2.3M
Cetera Investment Advisers 0.00% Add +6.9% 43,902 $2.3M
Arizona State Retirement System 0.01% Add +1.6% 43,047 $2.2M
Lighthouse Investment Partners, LLC 0.10% New 42,649 $2.2M
Hussman Strategic Advisors, Inc. 0.50% Add +33.3% 42,000 $2.2M
Cwm, LLC 0.01% Reduce -33.6% 41,879 $2.2M
Louisiana State Employees Retirement System 0.04% Add +0.2% 41,500 $2.2M
Cerity Partners LLC 0.00% Reduce -7.0% 41,186 $2.1M
Envestnet Asset Management Inc. 0.00% Reduce -6.3% 40,855 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +12.4% 40,367 $2.1M
Walleye Capital LLC 0.02% Add +210.1% 40,230 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +9.6% 40,107 $2.1M
King Luther Capital Management Corp. 0.01% Reduce -4.0% 38,485 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.3% 37,915 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 36,545 $1.9M
Illinois Municipal Retirement Fund 0.03% Add +41.4% 36,317 $1.9M
State of Michigan Retirement System 0.01% Add +0.3% 35,500 $1.8M
Global Financial Private Client, LLC 0.67% Add +1.6% 34,606 $1.8M
Handelsbanken Fonder AB 0.01% No change 34,500 $1.8M
Schroder Investment Management Group 0.00% Add +405.4% 34,693 $1.8M
Ensign Peak Advisors, Inc 0.00% Reduce -22.3% 33,589 $1.7M
Gateway Investment Advisers LLC 0.02% No change 33,467 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 32,948 $1.7M
Sierra Summit Advisors LLC 0.30% Reduce -0.1% 32,353 $1.7M
Sciencast Management LP 0.34% New 31,643 $1.6M
Ingalls & Snyder LLC 0.06% Add +59.1% 31,256 $1.6M
Assenagon Asset Management S.A. 0.00% Reduce -74.8% 31,019 $1.6M
Graham Capital Management, L.P. 0.05% Reduce -14.8% 31,010 $1.6M
KLP Kapitalforvaltning As 0.01% Add +7.3% 31,000 $1.6M
New Mexico Educational Retirement Board 0.05% No change 31,000 $1.6M
Soltis Investment Advisors LLC 0.13% Add +77.2% 30,775 $1.6M
Ethic Inc. 0.03% Add +1.4% 30,752 $1.6M
Oregon Public Employees Retirement Fund 0.03% Add +0.3% 30,155 $1.6M
Numerai GP LLC 0.22% New 29,032 $1.5M
Summit Trail Advisors, LLC 0.03% New 28,743 $1.5M
Intech Investment Management LLC 0.01% Reduce -47.7% 28,737 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.5% 28,652 $1.5M
Lazard Asset Management LLC 0.00% Add +1.0% 28,644 $1.5M
STRS Ohio 0.01% Add +3.4% 28,426 $1.5M
Acadian Asset Management LLC 0.00% No change 27,936 $1.4M
Creative Planning 0.00% Reduce -21.9% 27,600 $1.4M
Alta Capital Management LLC/ 0.08% Add +20.2% 27,441 $1.4M
Neuberger Berman Group LLC 0.00% Add +21.9% 26,318 $1.4M
Renaissance Technologies 0.00% Add +519.4% 25,395 $1.3M
WINTON GROUP Ltd 0.07% Add +19.6% 25,366 $1.3M
PNC Financial Services Group, Inc. 0.00% Reduce -3.6% 24,859 $1.3M
CVA Family Office, LLC 0.18% Reduce -3.3% 24,288 $1.3M
HRT Financial LP 0.01% Reduce -91.6% 24,004 $1.2M
Utah Retirement Systems 0.01% No change 23,852 $1.2M
Campbell & CO Investment Adviser LLC 0.08% Reduce -44.0% 23,562 $1.2M
Osaic Holdings, Inc. 0.00% Add +9.3% 22,999 $1.2M
Headlands Technologies LLC 0.14% Add +252.2% 21,882 $1.1M
Ostrum Asset Management 0.05% Add +86.4% 21,875 $1.1M
DRW Securities, LLC 0.08% New 21,360 $1.1M
Crossmark Global Holdings, Inc. 0.02% Add +0.9% 21,301 $1.1M
Convergence Investment Partners, LLC 0.28% Add +11.3% 21,181 $1.1M
Pictet Asset Management Holding SA 0.00% Reduce -25.4% 20,569 $1.1M
Advisory Services Network, LLC 0.02% Add +5.5% 19,640 $1.1M
Bayview Asset Management, LLC 1.05% New 20,000 $1.0M
Ironwood Financial, llc 0.22% No change 20,568 $1.0M
MAI Capital Management 0.01% Add +0.2% 19,625 $1.0M
Kestra Private Wealth Services, LLC 0.01% Add +0.4% 19,396 $1.0M
Halbert Hargrove Global Advisors, LLC 0.05% No change 19,109 $993K
Farther Finance Advisors, LLC 0.02% Add +0.7% 18,287 $950K
Focus Partners Wealth 0.00% Reduce -16.4% 17,983 $934K
O'shaughnessy Asset Management, LLC 0.01% Reduce -11.9% 17,522 $910K
Keybank National Association 0.00% Reduce -18.9% 16,852 $875K
Sterling Capital Management LLC 0.01% Add +12.0% 16,574 $861K
State of Alaska, Department of Revenue 0.01% Reduce -4.3% 16,568 $860K
Federated Hermes, Inc. 0.00% Add +17.9% 16,510 $858K
Xponance LLC 0.01% Reduce -3.3% 16,488 $856K
Harvest Fund Management Co., Ltd 0.04% Add +3.3% 16,221 $856K
Thompson Investment Management, Inc. 0.12% Add +3.6% 16,465 $855K
Sendero Wealth Management, LLC 0.11% Add +18.8% 16,394 $852K
Stifel Financial Corp. 0.00% Add +1.2% 16,252 $844K
Mackenzie Financial Corp. 0.00% Add +97.9% 15,881 $825K
Mirae Asset Global Investments Co., Ltd. 0.00% New 15,664 $814K
D.A. Davidson & Co. 0.01% Reduce -5.3% 15,551 $808K
US Bancorp \de 0.00% Add +0.7% 15,463 $803K
Wolverine Trading, LLC 0.02% Reduce -10.9% 15,364 $791K
New York Life Investment Management LLC 0.01% New 15,159 $787K
NewEdge Advisors, LLC 0.00% Reduce -11.2% 14,888 $773K
Meritage Portfolio Management 0.05% Add +79.5% 14,803 $769K
Prudential PLC 0.00% Add +155.2% 13,873 $721K
Physician Wealth Advisors, Inc. 0.11% Add +0.7% 13,849 $719K
SG Americas Securities, LLC 0.00% Reduce -91.3% 13,746 $714K
AlphaQuest LLC 0.07% Reduce -64.5% 13,477 $700K
Tidal Investments LLC 0.00% Add +155.4% 13,396 $696K
Pinnacle Holdings, LLC 0.29% No change 13,244 $688K
Leo Wealth, LLC 0.05% Reduce -14.3% 12,780 $664K
Choreo, LLC 0.01% Add +101.2% 12,773 $663K
TCI Wealth Advisors, Inc. 0.05% Add +9.0% 12,706 $660K
Jones Financial Companies LLLP 0.00% Add +63.5% 12,797 $659K
Lunt Capital Management, Inc. 0.25% No change 12,655 $657K
Michels Family Financial, LLC 0.54% Add +0.7% 12,250 $636K
Supplemental Annuity Collective Trust of NJ 0.18% New 12,000 $623K
Atria Investments, Inc 0.01% Reduce -1.9% 11,460 $595K
Cottonwood Capital Advisors, LLC 0.40% Add +0.0% 11,402 $592K
Public Employees Retirement Association of Colorado 0.00% No change 11,406 $592K
FORA Capital, LLC 0.07% New 11,396 $592K
Walleye Trading LLC 0.01% Reduce -24.8% 11,362 $590K
Gsa Capital Partners LLP 0.04% New 11,171 $580K
Securian Asset Management, Inc. 0.02% No change 11,166 $580K
Lido Advisors, LLC 0.00% Add +38.7% 11,148 $579K
EP Wealth Advisors, LLC 0.00% Reduce -13.2% 11,040 $573K
MainStreet Investment Advisors LLC 0.08% Add +2.5% 10,886 $565K
Wedmont Private Capital 0.02% Add +2.6% 10,136 $564K
Carlson Capital, L.P. 0.32% New 10,800 $561K
Vident Advisory, LLC 0.01% Reduce -51.3% 10,749 $558K
Kestra Advisory Services, LLC 0.00% Add +11.1% 10,704 $556K
United Capital Financial Advisors, LLC 0.00% Add +14.4% 10,552 $548K
Axq Capital, LP 0.17% New 10,348 $537K
GAMMA Investing LLC 0.03% Reduce -6.5% 10,335 $537K
Watts Gwilliam & Co., LLC 0.09% Reduce -7.0% 8,897 $526K
Tweedy, Browne Co LLC 0.05% Add +120.8% 10,055 $522K
Exchange Traded Concepts, LLC 0.01% Add +171.5% 10,055 $522K
Guggenheim Capital LLC 0.00% Add +9.9% 9,894 $514K
Global Retirement Partners, LLC 0.01% — 9,718 $505K
Engineers Gate Manager LP 0.01% Reduce -66.6% 9,718 $505K
Marshall Wace, LLP 0.00% New 9,500 $493K
Fifth Third Bancorp 0.00% Reduce -18.0% 9,448 $491K
Vestcor Inc 0.01% No change 9,347 $485K
Tower Research Capital LLC (TRC) 0.01% Add +5.8% 9,312 $484K
Chicago Partners Investment Group LLC 0.01% Add +14.9% 8,487 $480K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -20.3% 9,228 $479K
Mercer Global Advisors Inc. 0.00% Reduce -22.8% 9,093 $473K
Wealthspire Retirement, LLC 0.03% Add +73.0% 9,092 $472K
HB Wealth Management, LLC 0.00% Reduce -15.5% 8,946 $465K
Savant Capital, LLC 0.00% Add +32.3% 8,770 $455K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 8,700 $452K
Essential Partners LLC 0.18% — 8,681 $451K
Acorn Financial Advisory Services Inc. 0.07% Reduce -1.4% 8,631 $448K
Clearstead Advisors, LLC 0.01% Reduce -4.5% 8,588 $446K
Farringdon Capital, Ltd. 0.15% New 8,494 $441K
Twinbeech Capital LP 0.01% New 8,416 $437K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.1% 8,349 $434K
Baird Financial Group, Inc. 0.00% Add +0.1% 8,161 $424K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.7% 8,092 $420K
Pallas Capital Advisors LLC 0.02% Reduce -43.5% 7,959 $413K
Apella Capital, LLC 0.01% Add +1.7% 7,349 $405K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.7% 7,752 $403K
Polymer Capital Management (US) LLC 0.07% Reduce -8.7% 7,730 $401K
Coldstream Capital Management Inc. 0.01% Reduce -5.7% 7,656 $398K
Merit Financial Group, LLC 0.00% Reduce -51.5% 7,592 $394K
Alps Advisors Inc. 0.00% Add +3.3% 7,590 $394K
Inspire Investing, LLC 0.04% Add +8.2% 7,473 $388K
Abound Wealth Management 0.11% New 7,311 $380K
Carson Advisory Inc. 0.24% Add +0.0% 7,310 $380K
DAVENPORT & Co LLC 0.00% Add +1.4% 7,300 $379K
Larson Financial Group LLC 0.01% Add +89025.0% 7,130 $370K
Mma Asset Management LLC 0.14% Reduce -1.8% 7,059 $367K
Geneos Wealth Management Inc. 0.01% Add +56.6% 7,005 $364K
Avaii Wealth Management, LLC 0.16% Add +1.3% 6,857 $356K
Maryland State Retirement & Pension System 0.01% No change 6,759 $351K
Bessemer Group Inc. 0.00% Reduce -42.0% 6,755 $350K
Janney Montgomery Scott LLC 0.00% Reduce -90.2% 6,686 $347K
Pitcairn Co. 0.02% Reduce -4.1% 6,559 $341K
ProShare Advisors LLC 0.00% Add +3.9% 6,543 $340K
Lynx Investment Advisory 0.22% Add +3.5% 6,371 $331K
Erste Asset Management GmbH 0.00% Add +0.0% 6,400 $329K
Blue Trust, Inc. 0.00% Add +27.8% 6,323 $328K
Syon Capital LLC 0.02% New 6,073 $315K
Blair William & Co. 0.00% Reduce -10.1% 6,031 $313K
Vise Technologies, Inc. 0.01% — 5,879 $305K
Oak Thistle LLC 0.04% New 5,857 $304K
Net Worth Advisory Group 0.07% New 5,850 $304K
Drive Wealth Management, LLC 0.07% Reduce -2.7% 5,822 $302K
Shelton Capital Management 0.01% Reduce -2.8% 5,797 $301K
Worldquant Millennium Advisors LLC 0.00% New 5,731 $298K
Forum Financial Management, LP 0.00% Add +11.5% 5,727 $297K
KG Capital Management 0.09% Reduce -1.1% 5,725 $297K
Clear Creek Financial Management, LLC 0.03% Add +11.3% 5,713 $297K
Riverwater Partners LLC 0.14% Add +19.4% 5,609 $291K
Oppenheimer & Co. Inc. 0.00% Add +22.2% 5,500 $286K
Profund Advisors LLC 0.01% Reduce -6.4% 5,479 $285K
Blackhawk Capital Partners, LLC 0.13% Add +11.5% 5,445 $283K
Aaron Wealth Advisors LLC 0.03% Add +0.8% 5,414 $281K
Centaurus Financial, Inc. 0.02% Add +37.5% 5,385 $280K
Neville Rodie & Shaw Inc. 0.02% Reduce -40.0% 5,280 $274K
Fruth Investment Management 0.07% Reduce -3.7% 5,250 $272K
Salzhauer Michael 0.17% No change 5,200 $270K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -6.3% 5,195 $270K
Sigma Planning Corp 0.01% Add +3.2% 5,189 $270K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.8% 5,135 $267K
TD Private Client Wealth LLC 0.01% Add +39.9% 5,105 $265K
EMC Capital Management 0.14% Reduce -50.2% 5,107 $265K
Johnson Investment Counsel Inc. 0.00% Add +0.8% 5,061 $263K
Traynor Capital Management, Inc. 0.02% Add +0.9% 4,889 $263K
Brooklyn Investment Group 0.03% Add +94.9% 5,052 $262K
Sippican Capital Advisors 0.19% Reduce -3.8% 5,050 $262K
M&T Bank Corp 0.00% Reduce -18.1% 4,995 $259K
Compound Planning, Inc. 0.01% Reduce -14.1% 4,979 $259K
Inscription Capital, LLC 0.04% Reduce -33.3% 4,875 $253K
Brighton Jones LLC 0.01% New 4,849 $252K
Fifth Third Wealth Advisors LLC 0.01% Add +1.7% 4,802 $249K
Prana Capital Management, LP 0.01% New 4,792 $249K
NorthCoast Asset Management LLC 0.00% Reduce -12.4% 4,722 $245K
Mather Group, Llc. 0.00% Reduce -8.3% 4,709 $245K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.2% 4,658 $242K
CIBC Asset Management Inc 0.00% No change 4,605 $239K
Sanctuary Advisors, LLC 0.00% New 4,583 $238K
Prelude Capital Management, LLC 0.02% New 4,577 $238K
Versant Capital Management, Inc 0.04% Reduce -5.6% 4,536 $236K
Callan Family Office, LLC 0.01% New 4,517 $235K
Paragon Capital Management Ltd 0.04% Reduce -29.9% 4,471 $232K
Wharton Business Group, LLC 0.01% No change 4,460 $232K
WJ Interests, LLC 0.10% No change 4,439 $231K
Modern Wealth Management, LLC 0.01% Add +2.1% 4,427 $230K
Nilsine Partners, LLC 0.02% No change 4,385 $228K
Delta Capital Management LLC 0.13% No change 4,360 $226K
KBC Group NV 0.00% Reduce -34.3% 4,345 $226K
Proficio Capital Partners LLC 0.01% New 4,219 $219K
Impact Partnership Wealth, LLC 0.04% New 4,116 $214K
Moneta Group Investment Advisors LLC 0.00% Reduce -12.0% 4,089 $212K
SummitTX Capital, L.P. 0.01% Reduce -70.3% 4,080 $212K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 4,012 $208K
Shepherd Financial Partners LLC 0.02% New 3,966 $206K
Crewe Advisors LLC 0.03% No change 3,950 $205K
Pinkerton Wealth, LLC 0.02% New 3,945 $205K
Applied Finance Capital Management, LLC 0.01% New 3,930 $204K
Hamilton Capital Partners Inc. 0.01% No change 3,923 $204K
NorthRock Partners, LLC 0.01% Reduce -7.0% 3,892 $202K
Mutual Advisors, LLC 0.01% New 3,614 $200K
State of Wyoming 0.02% New 3,312 $172K
Shell Asset Management Co. 0.01% Reduce -18.7% 3,303 $172K
Arax Advisory Partners 0.01% Add +153.5% 3,062 $159K
Parkside Financial Bank & Trust 0.02% Add +7.6% 2,926 $152K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.5% 2,422 $126K
Meeder Asset Management Inc. 0.01% Reduce -65.3% 2,356 $122K
Danske Bank A/S 0.00% Reduce -94.7% 2,350 $122K
Icon Wealth Advisors, LLC 0.01% New 2,235 $116K
CI Investments Inc. 0.00% Reduce -12.6% 2,146 $111K
Whipplewood Advisors, LLC 0.06% Reduce -4.5% 2,118 $110K
Hantz Financial Services, Inc. 0.00% Add +41560.0% 2,083 $108K
Zions Bancorporation, National Association 0.01% Reduce -5.3% 1,936 $101K
Nomura Asset Management Co. Ltd. 0.00% No change 1,830 $95K
Peterson Wealth Services 0.03% Reduce -11.2% 1,828 $95K
CIBC Private Wealth Group LLC 0.00% Reduce -90.9% 1,819 $94K
EverSource Wealth Advisors, LLC 0.00% Add +52.5% 1,816 $94K
UMB Bank, n.a. 0.00% Add +24.9% 1,743 $91K
Smartleaf Asset Management LLC 0.01% Reduce -21.5% 1,702 $88K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,678 $87K
Virtus Advisers, LLC 0.05% Reduce -86.0% 1,601 $83K
Covestor Ltd 0.05% Add +404.2% 1,573 $82K
Lanark Financial, Inc. 0.01% No change 1,590 $82K
Allworth Financial LP 0.00% Add +2.1% 1,576 $82K
Natixis 0.00% Add +32.3% 1,352 $70K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.0% 1,325 $69K
Bridge Generations Wealth Management LLC 0.04% No change 1,304 $68K
New Millennium Group LLC 0.04% No change 1,267 $66K
Ameritas Advisory Services, LLC 0.00% New 1,250 $65K
Elevation Point Wealth Partners, LLC 0.00% New 1,199 $62K
Millstone Evans Group, LLC 0.04% No change 1,140 $59K
Signaturefd, LLC 0.00% No change 1,112 $58K
CX Institutional 0.00% Reduce -2.0% 1,037 $54K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 1,049 $54K
Quarry LP 0.01% Reduce -59.5% 1,015 $53K
IFP Advisors, Inc 0.00% Reduce -23.6% 420 $52K
Parallel Advisors, LLC 0.00% Reduce -1.0% 882 $46K
Kozak & Associates, Inc. 0.01% Add +0.9% 812 $45K
American Capital Advisory, LLC 0.02% No change 838 $44K
Addison Advisors LLC 0.01% Reduce -3.6% 758 $39K
Ameriflex Group, Inc. 0.02% Add +1.0% 712 $37K
Assetmark, Inc. 0.00% Add +75.3% 673 $35K
Traub Capital Management LLC 0.03% — 589 $31K
Deseret Mutual Benefit Administrators 0.01% No change 577 $30K
Mechanics Financial Corp 0.01% No change 525 $27K
Trust Co. of Vermont 0.00% No change 507 $26K
Curat Global, LLC 0.02% No change 500 $26K
Cromwell Holdings LLC 0.01% No change 461 $24K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 445 $23K
Independence Bank of Kentucky 0.00% No change 400 $21K
Albion Financial Group 0.00% No change 395 $21K
Harbour Investments, Inc. 0.00% Reduce -16.9% 383 $20K
CENTRAL TRUST Co 0.00% No change 369 $19K
Bogart Wealth, LLC 0.00% No change 323 $17K
Rise Advisors, LLC 0.01% Reduce -5.4% 317 $16K
Rothschild Investment LLC 0.00% Add +5.0% 316 $16K
Employees Retirement System of Texas 0.00% New 300 $16K
MV Capital Management, Inc. 0.00% Reduce -0.7% 306 $16K
Hemington Wealth Management 0.00% Add +9.7% 293 $15K
Wilmington Savings Fund Society, FSB 0.00% No change 280 $15K
Fortitude Family Office, LLC 0.00% Add +124.6% 265 $14K
DT Investment Partners, LLC 0.00% No change 260 $14K
WPG Advisers, LLC 0.01% Add +13.2% 248 $13K
Clearstead Trust, LLC 0.00% Add +52.0% 234 $12K
MPWM Advisory Solutions, LLC 0.01% Add +0.9% 230 $12K
Creative Financial Designs Inc. 0.00% No change 208 $11K
SouthState Bank Corp 0.00% Reduce -17.6% 206 $11K
GeoWealth Management, LLC 0.00% New 205 $11K
Bokf, NA 0.00% New 204 $11K
South Plains Financial, Inc. 0.01% No change 200 $10K
Private Wealth Management Group, LLC 0.00% No change 181 $9K
True Wealth Design, LLC 0.00% Reduce -77.6% 180 $9K
First Horizon Advisors, Inc. 0.00% No change 179 $9K
Rogco, LP 0.00% No change 160 $8K
Twin Peaks Wealth Advisors, LLC 0.00% New 148 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 150 $8K
Rosenberg Matthew Hamilton 0.00% No change 144 $7K
SBI Securities Co., Ltd. 0.00% No change 140 $7K
Anfield Capital Management, LLC 0.00% No change 134 $7K
JFS Wealth Advisors, LLC 0.00% Reduce -3.9% 123 $6K
Bell Investment Advisors, Inc 0.00% Reduce -3.2% 122 $6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 120 $6K
Spire Wealth Management 0.00% Reduce -27.9% 119 $6K
Huntington National Bank 0.00% Reduce -21.4% 114 $6K
Farmers & Merchants Investments Inc. 0.00% Add +21.7% 112 $6K
Hollencrest Capital Management 0.00% No change 100 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 92 $5K
Grove Bank & Trust 0.00% Add +28.4% 86 $4K
Valued Wealth Advisors LLC 0.00% No change 85 $4K
Prestige Wealth Management Group LLC 0.00% No change 84 $4K
Bruce G. Allen Investments, LLC 0.00% Add +1.6% 65 $3K
Principal Securities, Inc. 0.00% Reduce -96.3% 52 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 39 $2K
Avion Wealth 0.00% Add +69.7% 56 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -25.6% 29 $2K
Highline Wealth Partners LLC 0.00% No change 37 $2K
Oakworth Capital, Inc. 0.00% No change 35 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -85.7% 30 $2K
Manchester Capital Management LLC 0.00% No change 27 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 25 $1K
Sierra Ocean, LLC 0.00% Reduce -52.1% 23 $1K
SJS Investment Consulting Inc. 0.00% Reduce -28.6% 20 $1K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -62.7% 22 $1K
Legacy Investment Solutions, LLC 0.00% — 18 $935
Legacy Wealth Managment, LLC 0.00% No change 18 $935
Dunhill Financial, LLC 0.00% No change 15 $787
HFM Investment Advisors, LLC 0.00% Add +200.0% 12 $623
Hughes Financial Services, LLC 0.00% Add +9.1% 12 $618
CoreCap Advisors, LLC 0.00% Reduce -31.3% 11 $571
Kilter Group LLC 0.00% New 10 $520
Cornerstone Planning Group LLC 0.00% No change 9 $472
Rialto Wealth Management, LLC 0.00% New 9 $468
LGT Financial Advisors LLC 0.00% New 8 $416
Beaird Harris Wealth Management, LLC 0.00% New 8 $416
Bay Harbor Wealth Management, LLC 0.00% Add +60.0% 8 $415
Transamerica Financial Advisors, LLC 0.00% No change 8 $401
Principia Wealth Advisory, LLC 0.00% Reduce -64.7% 6 $312
Parkworth Wealth Management, Inc. 0.00% No change 6 $312
WealthTrak Capital Management LLC 0.00% Reduce -66.7% 5 $260
Financial Management Professionals, Inc. 0.00% New 5 $260
Bayforest Capital Ltd 0.00% Reduce -99.9% 4 $208
Private Wealth Asset Management, LLC 0.00% No change 3 $156
National Bank of Canada 0.00% No change 2 $104
GPS Wealth Strategies Group, LLC 0.00% New 1 $52
TFC Financial Management, Inc. 0.00% No change 1 $52
Stephens Consulting, LLC 0.00% New 1 $52

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