Zions Bancorp NAZION
13F holders, Q3 2025 (September 30)514holders +22
65new positions
44sold out
7famous investors
$56.58avg. 13F price*
At the end of Q3 2025, 514 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings, up 22 from Q2 2025. 65 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($779.7M) and Dimensional Fund Advisors LP ($415.5M). 7 famous investors held it, including David Tepper (0.2% of Appaloosa's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Zions Bancorp NA
- CUSIP
- 989701107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $77.3M |
| Exits | 44 | $66.5M |
All 13F filers, Q2 2025 → Q3 2025: 9,035,956 shares bought and 6,668,161 shares sold, net +2,367,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.7% | 18,792,800 | $1.1B |
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 13,780,324 | $779.7M |
| Dimensional Fund Advisors LP | 0.09% | Add +0.4% | 7,343,076 | $415.5M |
| State Street Corp. | 0.01% | Reduce -5.8% | 6,218,920 | $351.9M |
| LSV Asset Management | 0.48% | Reduce -3.0% | 3,839,718 | $217.3M |
| Citadel Advisors | 0.17% | Add +1.0% | 3,634,387 | $205.6M |
| Vaughan Nelson Investment Management, L.P. | 1.67% | Add +14.4% | 3,244,014 | $183.5M |
| Fiduciary Management Inc. | 1.73% | Add +14.3% | 3,029,289 | $171.4M |
| Millennium Management | 0.14% | Add +160.6% | 2,992,243 | $169.3M |
| AQR Capital Management | 0.11% | Add +31.6% | 2,963,545 | $167.7M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 2,932,362 | $165.9M |
| Morgan Stanley | 0.01% | Add +15.4% | 2,844,602 | $160.9M |
| Fuller & Thaler Asset Management, Inc. | 0.49% | Reduce -6.3% | 2,528,391 | $143.1M |
| Thrivent Financial for Lutherans | 0.23% | Add +6.4% | 2,041,063 | $115.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -0.2% | 1,817,582 | $102.8M |
| Wellington Management Group LLP | 0.02% | Add +23.1% | 1,621,400 | $91.7M |
| Invesco Ltd. | 0.01% | Add +4.4% | 1,616,549 | $91.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.2% | 1,404,765 | $79.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.4% | 1,326,121 | $75.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 1,277,139 | $72.3M |
| First Trust Advisors LP | 0.05% | Add +48.9% | 1,233,337 | $69.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 1,104,386 | $62.5M |
| Allianz Asset Management GmbH | 0.07% | Reduce -12.2% | 1,062,174 | $60.1M |
| FMR LLC | 0.00% | Add +21.3% | 854,404 | $48.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +1.7% | 813,304 | $46.0M |
| Barclays PLC | 0.02% | Add +20.4% | 743,378 | $42.1M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 680,446 | $38.5M |
| Wedge Capital Management L L P | 0.64% | Reduce -5.1% | 669,580 | $37.9M |
| UBS Group AG | 0.01% | Reduce -2.9% | 645,908 | $36.5M |
| American Century Companies Inc. | 0.02% | Add +13.4% | 631,238 | $35.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -1.8% | 605,000 | $34.2M |
| Boston Partners | 0.04% | Reduce -1.5% | 602,059 | $34.1M |
| Quantinno Capital Management LP | 0.09% | Add +66.6% | 583,821 | $33.0M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -12.4% | 560,478 | $31.7M |
| Bridgewater Associates | 0.12% | Add +213.2% | 545,367 | $30.9M |
| FIL Ltd | 0.02% | New | 511,469 | $28.9M |
| Mackenzie Financial Corp. | 0.03% | Add +2982.2% | 489,478 | $27.7M |
| Natixis Advisors, LLC | 0.04% | Add +14.9% | 458,434 | $25.9M |
| Interval Partners, LP | 0.52% | Add +30.1% | 428,741 | $24.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -37.0% | 421,036 | $23.8M |
| Rhumbline Advisers | 0.02% | Reduce -0.6% | 409,267 | $23.2M |
| MetLife Investment Management, LLC | 0.11% | Reduce -12.7% | 398,210 | $22.5M |
| Two Sigma Investments, LP | 0.04% | Add +14.7% | 394,675 | $22.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -56.4% | 387,166 | $21.9M |
| Two Sigma Advisers, LP | 0.04% | Reduce -23.7% | 384,800 | $21.8M |
| Victory Capital Management Inc. | 0.01% | Add +36.5% | 367,122 | $20.8M |
| Sei Investments Co. | 0.02% | Add +8.0% | 366,582 | $20.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.9% | 360,600 | $20.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.0% | 327,785 | $18.5M |
| Royal Bank of Canada | 0.00% | Add +116.5% | 319,692 | $18.1M |
| Los Angeles Capital Management LLC | 0.06% | No change | 299,470 | $16.9M |
| Swiss National Bank | 0.01% | Add +1.4% | 286,000 | $16.2M |
| Appaloosa | 0.22% | New | 285,000 | $16.1M |
| Legal & General Group Plc | 0.00% | Reduce -9.6% | 277,925 | $15.7M |
| California Public Employees Retirement System | 0.01% | Add +7.2% | 276,767 | $15.7M |
| FJ Capital Management LLC | 1.62% | Reduce -39.4% | 268,111 | $15.2M |
| Nuveen, LLC | 0.00% | Reduce -2.0% | 267,041 | $15.1M |
| Nordea Investment Management AB | 0.01% | Add +4.7% | 268,866 | $15.0M |
| Macquarie Group Ltd. | 0.02% | Add +300.6% | 242,343 | $13.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -24.7% | 236,781 | $13.4M |
| Alliancebernstein L.P. | 0.00% | Add +2.4% | 222,398 | $12.6M |
| Prudential Financial Inc. | 0.01% | Reduce -30.1% | 209,742 | $11.9M |
| Citigroup Inc. | 0.01% | Reduce -25.6% | 198,617 | $11.2M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -18.8% | 186,272 | $10.5M |
| Amundi | 0.00% | Add +82.8% | 183,463 | $10.4M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.0% | 178,486 | $10.1M |
| Jane Street Group, LLC | 0.01% | Add +4.8% | 178,477 | $10.1M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -14.6% | 165,097 | $9.3M |
| Captrust Financial Advisors | 0.02% | Add +0.8% | 164,699 | $9.3M |
| Canada Pension Plan Investment Board | 0.01% | No change | 163,800 | $9.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -1.2% | 163,773 | $9.3M |
| AXA Investment Managers S.A. | 0.03% | — | 163,245 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.9% | 160,064 | $9.1M |
| Maltese Capital Management LLC | 1.40% | Reduce -36.8% | 160,000 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.8% | 158,090 | $8.9M |
| Panagora Asset Management Inc. | 0.04% | Reduce -53.4% | 155,994 | $8.8M |
| Algert Global LLC | 0.14% | Add +22.9% | 142,599 | $8.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.1% | 140,372 | $7.9M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 136,452 | $7.7M |
| Corient Private Wealth LP | 0.01% | Add +3.4% | 134,218 | $7.6M |
| Franklin Resources Inc. | 0.00% | Reduce -8.5% | 133,406 | $7.5M |
| Voya Investment Management LLC | 0.01% | Reduce -11.3% | 131,285 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +9.1% | 129,716 | $7.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.18% | Reduce -1.5% | 125,514 | $7.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.5% | 121,661 | $6.9M |
| Hudson Bay Capital Management LP | 0.05% | New | 118,808 | $6.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 116,519 | $6.6M |
| Calydon Capital | 1.04% | Reduce -11.0% | 115,602 | $6.5M |
| BNP Paribas Financial Markets | 0.01% | Add +86.9% | 110,604 | $6.3M |
| Basswood Capital Management, L.L.C. | 0.29% | New | 110,399 | $6.2M |
| Ieq Capital, LLC | 0.02% | Add +33.9% | 108,464 | $6.1M |
| Martingale Asset Management L P | 0.15% | Add +0.4% | 107,725 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.2% | 104,701 | $5.9M |
| Siena Capital Partners GP, LLC | 1.64% | No change | 101,290 | $5.7M |
| Dark Forest Capital Management LP | 0.21% | Reduce -17.6% | 97,794 | $5.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +20.0% | 93,007 | $5.3M |
| Comerica Bank | 0.02% | Reduce -5.9% | 92,602 | $5.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +39.2% | 89,763 | $5.1M |
| Gateway Investment Advisers LLC | 0.05% | Add +156.5% | 85,848 | $4.9M |
| Brevan Howard Capital Management LP | 0.07% | Reduce -18.4% | 85,492 | $4.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.7% | 83,906 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.1% | 83,851 | $4.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -86.1% | 83,689 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +5.1% | 77,840 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.6% | 76,460 | $4.3M |
| Seizert Capital Partners, LLC | 0.19% | Reduce -4.2% | 75,686 | $4.3M |
| Jump Financial, LLC | 0.05% | Add +50.5% | 72,407 | $4.1M |
| Deutsche Bank AG | 0.00% | Add +2.5% | 71,439 | $4.0M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -36.3% | 70,295 | $4.0M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -7.1% | 68,177 | $3.9M |
| Engineers Gate Manager LP | 0.04% | Add +601.5% | 68,172 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 67,320 | $3.8M |
| Amalgamated Bank | 0.03% | Add +0.0% | 67,266 | $3.8M |
| Janus Henderson Group PLC | 0.00% | No change | 65,255 | $3.7M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -25.3% | 65,197 | $3.7M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -42.8% | 64,620 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +15.7% | 64,572 | $3.7M |
| New York State Common Retirement Fund | 0.00% | No change | 64,358 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.1% | 63,312 | $3.6M |
| Cerity Partners LLC | 0.01% | Add +51.3% | 62,292 | $3.5M |
| Holocene Advisors, LP | 0.01% | Reduce -51.8% | 62,093 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce 0.0% | 61,657 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.8% | 60,168 | $3.4M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -3.2% | 63,138 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 59,639 | $3.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 59,600 | $3.4M |
| Elizabeth Park Capital Advisors, Ltd. | 2.72% | Add +2.6% | 59,350 | $3.4M |
| Horizon Investments, LLC | 0.04% | Reduce -11.6% | 57,546 | $3.3M |
| Easterly Investment Partners LLC | 0.22% | Reduce -7.0% | 57,138 | $3.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -1.9% | 51,866 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -11.3% | 50,836 | $2.9M |
| Petiole USA ltd | 1.95% | No change | 50,000 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -7.1% | 49,374 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.6% | 48,719 | $2.8M |
| Acadian Asset Management LLC | 0.00% | Add +74.0% | 48,619 | $2.7M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 47,342 | $2.7M |
| Mariner, LLC | 0.00% | Add +0.4% | 47,187 | $2.7M |
| Summit Trail Advisors, LLC | 0.04% | Add +64.1% | 47,155 | $2.7M |
| Cwm, LLC | 0.01% | Add +11.7% | 46,776 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -3.3% | 46,089 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -25.2% | 44,562 | $2.5M |
| Brandywine Global Investment Management, LLC | 0.02% | Add +0.0% | 44,280 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 44,171 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 44,131 | $2.5M |
| Arizona State Retirement System | 0.01% | Add +1.3% | 43,621 | $2.5M |
| Hussman Strategic Advisors, Inc. | 0.51% | No change | 42,000 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.0% | 41,100 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 41,019 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +10.6% | 40,421 | $2.3M |
| Empowered Funds, LLC | 0.02% | New | 40,188 | $2.3M |
| Prudential PLC | 0.02% | Add +188.6% | 40,043 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.9% | 39,758 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +729.4% | 38,631 | $2.2M |
| Atom Investors LP | 0.17% | Reduce -58.6% | 38,619 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 38,614 | $2.2M |
| King Luther Capital Management Corp. | 0.01% | No change | 38,485 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 37,887 | $2.1M |
| HRT Financial LP | 0.01% | Add +57.1% | 37,720 | $2.1M |
| Soltis Investment Advisors LLC | 0.14% | Add +18.7% | 36,526 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Add +0.3% | 36,423 | $2.1M |
| Jain Global LLC | 0.03% | Reduce -73.9% | 35,314 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -0.8% | 35,200 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -34.0% | 35,317 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 34,500 | $2.0M |
| Global Financial Private Client, LLC | 0.68% | Reduce -2.1% | 33,890 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.1% | 32,905 | $1.9M |
| Sierra Summit Advisors LLC | 0.28% | Add +1.6% | 32,856 | $1.9M |
| Arax Advisory Partners | 0.03% | Add +969.2% | 32,740 | $1.9M |
| Caprock Group, LLC | 0.04% | — | 31,459 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Add +11.1% | 31,834 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +79.6% | 31,470 | $1.8M |
| Lighthouse Investment Partners, LLC | 0.06% | Reduce -26.4% | 31,390 | $1.8M |
| Ethic Inc. | 0.03% | Add +1.8% | 31,311 | $1.8M |
| Ostrum Asset Management | 0.08% | Add +42.2% | 31,100 | $1.8M |
| New Mexico Educational Retirement Board | 0.05% | No change | 31,000 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -0.7% | 30,800 | $1.7M |
| Fox Run Management, L.L.C. | 0.27% | New | 30,296 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.3% | 29,755 | $1.7M |
| Ingalls & Snyder LLC | 0.05% | Reduce -5.5% | 29,533 | $1.7M |
| Creative Planning | 0.00% | Add +4.8% | 28,930 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -3.4% | 27,672 | $1.6M |
| Alta Capital Management LLC/ | 0.09% | Add +0.7% | 27,635 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | New | 27,002 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +0.5% | 26,450 | $1.5M |
| Man Group plc | 0.00% | Reduce -73.8% | 26,369 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -22.8% | 25,939 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 25,348 | $1.4M |
| Schroder Investment Management Group | 0.00% | Reduce -27.7% | 25,093 | $1.4M |
| Vest Financial, LLC | 0.02% | New | 24,622 | $1.4M |
| CVA Family Office, LLC | 0.18% | Add +0.1% | 24,301 | $1.4M |
| WINTON GROUP Ltd | 0.05% | Reduce -4.3% | 24,289 | $1.4M |
| Utah Retirement Systems | 0.01% | No change | 23,852 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +73.2% | 22,161 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 21,994 | $1.3M |
| Voleon Capital Management LP | 0.03% | New | 21,740 | $1.2M |
| Convergence Investment Partners, LLC | 0.28% | Add +2.5% | 21,712 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.2% | 21,548 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.2% | 21,431 | $1.2M |
| Farringdon Capital, Ltd. | 0.31% | Add +149.7% | 21,213 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +6.6% | 20,928 | $1.2M |
| Tweedy, Browne Co LLC | 0.10% | Add +105.3% | 20,647 | $1.2M |
| Exchange Traded Concepts, LLC | 0.01% | Add +105.3% | 20,647 | $1.2M |
| Ironwood Financial, llc | 0.21% | No change | 20,568 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -0.2% | 19,591 | $1.1M |
| Headlands Technologies LLC | 0.09% | Reduce -11.3% | 19,417 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.5% | 19,309 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +111.9% | 19,269 | $1.1M |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Add +0.4% | 19,185 | $1.1M |
| Sendero Wealth Management, LLC | 0.12% | Add +14.9% | 18,839 | $1.1M |
| Graham Capital Management, L.P. | 0.06% | Reduce -39.4% | 18,798 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +3.0% | 18,525 | $1.0M |
| Salzhauer Michael | 0.53% | No change | 5,200 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.8% | 18,137 | $1.0M |
| Aaron Wealth Advisors LLC | 0.06% | Add +214.8% | 17,042 | $964K |
| SummitTX Capital, L.P. | 0.04% | Add +313.4% | 16,865 | $954K |
| Keybank National Association | 0.00% | Reduce -1.9% | 16,527 | $935K |
| Jupiter Asset Management Ltd. | 0.01% | New | 16,502 | $934K |
| Thompson Investment Management, Inc. | 0.12% | No change | 16,465 | $932K |
| Xponance LLC | 0.01% | Reduce -0.8% | 16,355 | $925K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1.8% | 15,940 | $902K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.0% | 15,913 | $900K |
| ExodusPoint Capital Management, LP | 0.01% | New | 15,880 | $898K |
| Sterling Capital Management LLC | 0.01% | Reduce -5.1% | 15,726 | $890K |
| Stifel Financial Corp. | 0.00% | Reduce -4.8% | 15,480 | $876K |
| US Bancorp \de | 0.00% | No change | 15,463 | $875K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.5% | 15,313 | $866K |
| Harvest Fund Management Co., Ltd | 0.04% | No change | 16,221 | $859K |
| New York Life Investment Management LLC | 0.01% | Reduce -3.1% | 14,685 | $831K |
| Verition Fund Management LLC | 0.00% | Reduce -83.0% | 14,624 | $827K |
| Choreo, LLC | 0.01% | Add +12.2% | 14,332 | $811K |
| Prana Capital Management, LP | 0.03% | Add +199.0% | 14,330 | $811K |
| Physician Wealth Advisors, Inc. | 0.11% | Add +0.0% | 13,852 | $784K |
| Pinnacle Holdings, LLC | 0.29% | No change | 13,244 | $749K |
| Federated Hermes, Inc. | 0.00% | Reduce -20.1% | 13,187 | $746K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.8% | 13,129 | $743K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +0.1% | 12,721 | $720K |
| Lunt Capital Management, Inc. | 0.27% | No change | 12,655 | $716K |
| Wedmont Private Capital | 0.03% | Add +19.9% | 12,152 | $689K |
| Supplemental Annuity Collective Trust of NJ | 0.18% | No change | 12,000 | $679K |
| Michels Family Financial, LLC | 0.53% | Reduce -2.4% | 11,957 | $677K |
| Lido Advisors, LLC | 0.00% | Add +5.4% | 11,749 | $665K |
| Tidal Investments LLC | 0.00% | Reduce -14.4% | 11,470 | $649K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,406 | $645K |
| Cottonwood Capital Advisors, LLC | 0.47% | Reduce -0.1% | 11,390 | $644K |
| Savant Capital, LLC | 0.00% | Add +28.0% | 11,225 | $635K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.0% | 11,056 | $626K |
| HB Wealth Management, LLC | 0.00% | Add +22.5% | 10,955 | $620K |
| Vident Advisory, LLC | 0.01% | Reduce -0.6% | 10,680 | $604K |
| NorthCoast Asset Management LLC | 0.00% | Add +125.3% | 10,638 | $602K |
| GAMMA Investing LLC | 0.03% | Add +2.2% | 10,567 | $598K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.8% | 10,462 | $592K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.3% | 10,354 | $586K |
| Leo Wealth, LLC | 0.08% | Reduce -19.9% | 10,237 | $579K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -6.4% | 10,186 | $576K |
| Chicago Partners Investment Group LLC | 0.01% | Add +29.0% | 10,950 | $572K |
| Merit Financial Group, LLC | 0.01% | Add +33.1% | 10,103 | $572K |
| Global Retirement Partners, LLC | 0.01% | Add +0.5% | 9,770 | $553K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 9,727 | $550K |
| XTX Topco Ltd | 0.03% | New | 9,696 | $549K |
| Meritage Portfolio Management | 0.04% | Reduce -35.0% | 9,619 | $544K |
| Syon Capital LLC | 0.03% | Add +58.0% | 9,598 | $543K |
| FORA Capital, LLC | 0.10% | Reduce -16.5% | 9,516 | $538K |
| Quantbot Technologies LP | 0.01% | Reduce -94.1% | 9,462 | $535K |
| Inscription Capital, LLC | 0.06% | Add +91.0% | 9,310 | $527K |
| Essential Partners LLC | 0.17% | Add +5.2% | 9,134 | $517K |
| Coldstream Capital Management Inc. | 0.01% | Add +17.8% | 9,018 | $510K |
| Fifth Third Bancorp | 0.00% | Reduce -5.0% | 8,976 | $508K |
| Gsa Capital Partners LLP | 0.04% | Reduce -20.0% | 8,937 | $506K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +71.4% | 8,905 | $504K |
| Watts Gwilliam & Co., LLC | 0.08% | No change | 8,897 | $503K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 8,891 | $503K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 8,700 | $492K |
| Clearstead Advisors, LLC | 0.01% | Add +1.1% | 8,680 | $491K |
| Bailard, Inc. | 0.01% | New | 8,600 | $487K |
| Janney Montgomery Scott LLC | 0.00% | Add +27.7% | 8,539 | $483K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -63.9% | 8,509 | $481K |
| Guggenheim Capital LLC | 0.00% | Reduce -16.2% | 8,289 | $469K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 8,147 | $461K |
| 111 Capital | 0.09% | New | 8,018 | $454K |
| Pallas Capital Advisors LLC | 0.02% | Add +0.5% | 7,998 | $453K |
| GC Wealth Management RIA, LLC | 0.01% | New | 7,956 | $450K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.4% | 7,646 | $433K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -11.9% | 7,604 | $430K |
| Maryland State Retirement & Pension System | 0.01% | Add +11.4% | 7,533 | $426K |
| DAVENPORT & Co LLC | 0.00% | Add +2.7% | 7,500 | $424K |
| Marshall Wace, LLP | 0.00% | Reduce -22.0% | 7,408 | $419K |
| Vise Technologies, Inc. | 0.02% | Add +23.9% | 7,282 | $412K |
| Carson Advisory Inc. | 0.22% | Reduce -0.6% | 7,263 | $411K |
| Larson Financial Group LLC | 0.01% | Add +1.0% | 7,200 | $407K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -11.3% | 7,179 | $406K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -15.9% | 7,023 | $397K |
| Blair William & Co. | 0.00% | Add +15.2% | 6,946 | $393K |
| Swiss Life Asset Management Ltd | 0.00% | New | 6,890 | $390K |
| Bessemer Group Inc. | 0.00% | Add +1.5% | 6,858 | $388K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +19.6% | 6,854 | $388K |
| Avaii Wealth Management, LLC | 0.15% | Reduce -0.6% | 6,816 | $386K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -25.6% | 6,868 | $385K |
| Arista Wealth Management, LLC | 0.05% | New | 6,632 | $375K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -27.8% | 6,568 | $372K |
| AlphaQuest LLC | 0.02% | Reduce -51.4% | 6,551 | $371K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.3% | 6,490 | $367K |
| Riverwater Partners LLC | 0.15% | Add +14.9% | 6,446 | $365K |
| Forum Financial Management, LP | 0.01% | Add +12.5% | 6,443 | $365K |
| Blueshift Asset Management, LLC | 0.11% | New | 6,415 | $363K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -8.7% | 6,396 | $362K |
| ProShare Advisors LLC | 0.00% | Reduce -4.0% | 6,279 | $355K |
| Mma Asset Management LLC | 0.12% | Reduce -11.1% | 6,275 | $355K |
| Apella Capital, LLC | 0.01% | Add +0.8% | 7,407 | $348K |
| Lynx Investment Advisory | 0.21% | Reduce -4.2% | 6,104 | $345K |
| Compound Planning, Inc. | 0.01% | Add +18.5% | 5,898 | $334K |
| Shelton Capital Management | 0.01% | No change | 5,797 | $328K |
| PharVision Advisers, LLC | 0.18% | New | 5,782 | $327K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -1.2% | 5,643 | $319K |
| Oak Thistle LLC | 0.05% | Reduce -3.9% | 5,627 | $318K |
| KG Capital Management | 0.09% | Reduce -1.8% | 5,623 | $318K |
| Hamilton Capital Partners Inc. | 0.01% | Add +42.1% | 5,573 | $315K |
| Blue Trust, Inc. | 0.00% | Reduce -12.0% | 5,567 | $315K |
| Abound Wealth Management | 0.08% | Reduce -24.5% | 5,523 | $312K |
| Wolverine Trading, LLC | 0.01% | Reduce -64.8% | 5,403 | $308K |
| Brighton Jones LLC | 0.01% | Add +9.9% | 5,329 | $302K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 5,280 | $299K |
| Profund Advisors LLC | 0.01% | Reduce -4.1% | 5,253 | $297K |
| Fruth Investment Management | 0.08% | No change | 5,250 | $297K |
| DRW Securities, LLC | 0.02% | Reduce -75.4% | 5,264 | $297K |
| EMC Capital Management | 0.14% | No change | 5,107 | $289K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 5,061 | $286K |
| Sippican Capital Advisors | 0.19% | No change | 5,050 | $286K |
| Pitcairn Co. | 0.02% | Reduce -23.5% | 5,020 | $284K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.8% | 4,887 | $277K |
| Versant Capital Management, Inc | 0.04% | Add +6.6% | 4,835 | $274K |
| Mather Group, Llc. | 0.00% | Reduce -0.0% | 4,708 | $266K |
| TD Private Client Wealth LLC | 0.01% | Reduce -8.4% | 4,674 | $264K |
| Essex LLC | 0.05% | New | 4,660 | $264K |
| Centaurus Financial, Inc. | 0.01% | Reduce -13.9% | 4,638 | $262K |
| CIBC Asset Management Inc | 0.00% | No change | 4,605 | $261K |
| Brooklyn Investment Group | 0.04% | Reduce -0.4% | 5,032 | $259K |
| Blackhawk Capital Partners, LLC | 0.10% | Reduce -16.6% | 4,542 | $257K |
| Sigma Planning Corp | 0.01% | Reduce -13.1% | 4,511 | $255K |
| Baker Avenue Asset Management, LP | 0.01% | New | 4,507 | $255K |
| Modern Wealth Management, LLC | 0.01% | Add +1.4% | 4,490 | $254K |
| Wharton Business Group, LLC | 0.01% | No change | 4,460 | $252K |
| WJ Interests, LLC | 0.10% | No change | 4,439 | $251K |
| Callan Family Office, LLC | 0.01% | Reduce -1.8% | 4,438 | $251K |
| Nilsine Partners, LLC | 0.02% | No change | 4,385 | $248K |
| KBC Group NV | 0.00% | No change | 4,345 | $246K |
| Meeder Advisory Services, Inc. | 0.01% | New | 4,259 | $241K |
| Paragon Capital Management Ltd | 0.05% | Reduce -5.0% | 4,245 | $240K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +2.3% | 4,184 | $237K |
| J. Safra Sarasin Holding AG | 0.00% | New | 4,167 | $236K |
| Delta Capital Management LLC | 0.12% | Reduce -4.8% | 4,150 | $235K |
| Certuity, LLC | 0.02% | New | 4,125 | $233K |
| Root Financial Partners, LLC | 0.01% | New | 4,104 | $232K |
| Prelude Capital Management, LLC | 0.02% | Reduce -10.8% | 4,083 | $231K |
| Walleye Capital LLC | 0.00% | Reduce -89.9% | 4,062 | $230K |
| Norden Group LLC | 0.02% | New | 4,056 | $230K |
| Crewe Advisors LLC | 0.02% | Add +2.6% | 4,051 | $229K |
| Ritholtz Wealth Management | 0.00% | New | 4,019 | $227K |
| HUB Investment Partners, LLC | 0.01% | New | 4,016 | $227K |
| Drive Wealth Management, LLC | 0.05% | Reduce -31.0% | 4,015 | $227K |
| Pinkerton Wealth, LLC | 0.02% | Add +0.7% | 3,974 | $225K |
| Shepherd Financial Partners LLC | 0.02% | Add +0.1% | 3,968 | $225K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -1.7% | 3,945 | $223K |
| Glenmede Investment Management, LP | 0.00% | New | 3,923 | $222K |
| Nicolet Advisory Services, LLC | 0.02% | New | 3,913 | $222K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,859 | $218K |
| Fisher Asset Management | 0.00% | New | 3,856 | $218K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,825 | $216K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -7.3% | 3,815 | $216K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -22.4% | 3,792 | $215K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,682 | $208K |
| State of Wyoming | 0.02% | Add +11.0% | 3,675 | $208K |
| Hantz Financial Services, Inc. | 0.00% | Add +76.0% | 3,667 | $207K |
| Walker Asset Management, LLC | 0.11% | New | 3,561 | $202K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -22.3% | 3,560 | $201K |
| Atria Investments, Inc | 0.00% | Reduce -69.1% | 3,543 | $200K |
| STRS Ohio | 0.00% | Reduce -87.8% | 3,468 | $196K |
| CIBC Private Wealth Group LLC | 0.00% | Add +88.3% | 3,425 | $194K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.3% | 2,918 | $165K |
| Credit Industriel Et Commercial | 0.04% | New | 2,910 | $165K |
| Optiver Holding B.V. | 0.00% | New | 2,857 | $162K |
| IFP Advisors, Inc | 0.00% | Add +574.5% | 2,833 | $160K |
| Summit Securities Group LLC | 0.05% | New | 2,800 | $158K |
| Rothschild Investment LLC | 0.01% | Add +781.0% | 2,784 | $158K |
| Abich Financial Wealth Management LLC | 0.06% | — | 2,781 | $157K |
| iSAM Funds (UK) Ltd | 0.03% | New | 2,544 | $144K |
| Icon Wealth Advisors, LLC | 0.01% | Add +10.3% | 2,465 | $139K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 2,442 | $138K |
| Smartleaf Asset Management LLC | 0.01% | Add +38.3% | 2,354 | $134K |
| Danske Bank A/S | 0.00% | Reduce -6.4% | 2,200 | $124K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -96.5% | 2,194 | $124K |
| Whipplewood Advisors, LLC | 0.07% | Reduce -5.6% | 2,000 | $113K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,936 | $110K |
| Peterson Wealth Services | 0.03% | Reduce -89.5% | 192 | $104K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,830 | $104K |
| CX Institutional | 0.00% | Add +68.4% | 1,746 | $99K |
| UMB Bank, n.a. | 0.00% | Reduce -0.1% | 1,741 | $99K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 1,728 | $98K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.4% | 1,719 | $97K |
| Allworth Financial LP | 0.00% | Add +3.7% | 1,634 | $92K |
| Virtus Advisers, LLC | 0.05% | No change | 1,601 | $91K |
| Strategic Advocates LLC | 0.02% | New | 1,595 | $90K |
| CI Investments Inc. | 0.00% | Reduce -26.1% | 1,585 | $90K |
| Lanark Financial, Inc. | 0.01% | No change | 1,590 | $90K |
| Ameriflex Group, Inc. | 0.03% | Add +101.5% | 1,435 | $81K |
| Quarry LP | 0.02% | Add +38.3% | 1,404 | $79K |
| C M Bidwell & Associates Ltd. | 0.04% | New | 1,370 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.5% | 1,305 | $74K |
| Bridge Generations Wealth Management LLC | 0.05% | No change | 1,304 | $74K |
| Shell Asset Management Co. | 0.01% | Reduce -60.8% | 1,296 | $73K |
| New Millennium Group LLC | 0.03% | No change | 1,267 | $72K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 1,250 | $71K |
| Employees Retirement System of Texas | 0.00% | Add +303.7% | 1,211 | $69K |
| Millstone Evans Group, LLC | 0.04% | No change | 1,140 | $65K |
| PEAK6 LLC | 0.00% | New | 1,064 | $60K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,049 | $59K |
| Signaturefd, LLC | 0.00% | Reduce -8.4% | 1,018 | $58K |
| Curat Global, LLC | 0.05% | Add +100.0% | 1,000 | $54K |
| Quadrant Capital Group LLC | 0.00% | New | 880 | $50K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.9% | 865 | $49K |
| Byrne Asset Management LLC | 0.03% | New | 850 | $48K |
| American Capital Advisory, LLC | 0.02% | No change | 838 | $47K |
| Covestor Ltd | 0.03% | Reduce -48.8% | 806 | $46K |
| SJS Investment Consulting Inc. | 0.01% | Add +3950.0% | 810 | $46K |
| Quent Capital, LLC | 0.00% | New | 797 | $45K |
| Kozak & Associates, Inc. | 0.01% | Add +12.9% | 917 | $45K |
| Assetmark, Inc. | 0.00% | Add +10.1% | 741 | $42K |
| Salomon & Ludwin, LLC | 0.00% | New | 656 | $37K |
| Steph & Co. | 0.01% | New | 658 | $37K |
| Community Bank, N.A. | 0.00% | New | 636 | $36K |
| Mechanics Financial Corp | 0.01% | No change | 525 | $30K |
| Trust Co. of Vermont | 0.00% | No change | 507 | $29K |
| Deseret Mutual Benefit Administrators | 0.01% | Reduce -18.9% | 468 | $26K |
| Cromwell Holdings LLC | 0.01% | No change | 461 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 445 | $25K |
| Wealthspire Advisors, LLC | 0.00% | New | 410 | $23K |
| Independence Bank of Kentucky | 0.00% | No change | 400 | $23K |
| Albion Financial Group | 0.00% | No change | 395 | $22K |
| Harbour Investments, Inc. | 0.00% | No change | 383 | $22K |
| CENTRAL TRUST Co | 0.00% | No change | 369 | $21K |
| True Wealth Design, LLC | 0.01% | Add +89.4% | 341 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 323 | $18K |
| Rise Advisors, LLC | 0.01% | No change | 317 | $18K |
| MV Capital Management, Inc. | 0.00% | Reduce -0.3% | 305 | $17K |
| Hemington Wealth Management | 0.00% | Add +5.1% | 308 | $17K |
| WPG Advisers, LLC | 0.01% | Add +15.7% | 287 | $16K |
| Noble Wealth Management PBC | 0.01% | — | 285 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | New | 267 | $15K |
| Fortitude Family Office, LLC | 0.00% | No change | 265 | $15K |
| DT Investment Partners, LLC | 0.00% | No change | 260 | $15K |
| Clearstead Trust, LLC | 0.00% | No change | 234 | $13K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +0.9% | 232 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $12K |
| South Plains Financial, Inc. | 0.01% | No change | 200 | $11K |
| SouthState Bank Corp | 0.00% | Reduce -4.8% | 196 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 181 | $10K |
| Rogco, LP | 0.00% | No change | 160 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 150 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.6% | 145 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 144 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 134 | $8K |
| Huntington National Bank | 0.00% | Add +10.5% | 126 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 123 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 122 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +7.1% | 120 | $7K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 120 | $6K |
| CSS LLC | 0.00% | New | 100 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 95 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 92 | $5K |
| AdvisorNet Financial, Inc | 0.00% | New | 90 | $5K |
| Principal Securities, Inc. | 0.00% | Add +67.3% | 87 | $5K |
| Stone House Investment Management, LLC | 0.00% | New | 86 | $5K |
| Grove Bank & Trust | 0.00% | No change | 86 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 84 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 65 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 57 | $3K |
| Avion Wealth | 0.00% | No change | 56 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 53 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | New | 46 | $3K |
| Addison Advisors LLC | 0.00% | Reduce -94.2% | 44 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -99.2% | 40 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 39 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 29 | $2K |
| Binnacle Investments Inc | 0.00% | New | 35 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 35 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +13.3% | 34 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +133.3% | 21 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 29 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -69.4% | 26 | $1K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| First Horizon Corp. | 0.00% | — | 25 | $1K |
| Spire Wealth Management | 0.00% | Reduce -81.5% | 22 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 22 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 22 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 15 | $853 |
| Manchester Capital Management LLC | 0.00% | Reduce -44.4% | 15 | $849 |
| Rialto Wealth Management, LLC | 0.00% | Add +44.4% | 13 | $736 |
| HFM Investment Advisors, LLC | 0.00% | No change | 12 | $679 |
| Hughes Financial Services, LLC | 0.00% | No change | 12 | $631 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +37.5% | 11 | $622 |
| Kilter Group LLC | 0.00% | No change | 10 | $566 |
| Strengthening Families & Communities, LLC | 0.00% | New | 8 | $460 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $436 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $339 |
| Highline Wealth Partners LLC | 0.00% | Reduce -86.5% | 5 | $283 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $283 |
| Palisade Asset Management, LLC | 0.00% | New | 4 | $227 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $170 |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -62.5% | 3 | $170 |
| National Bank of Canada | 0.00% | No change | 2 | $113 |
| Your Advocates Ltd., LLP | 0.00% | Add +0.0% | 1 | $60 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $57 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1 | $57 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $57 |
"% of holder's portfolio" is ZION's weight in each manager's 13F, not the share of Zions Bancorp NA the manager owns.