Zions Bancorp NAZION
13F holders, Q4 2025 (December 31)558holders +44
80new positions
48sold out
7famous investors
$58.54avg. 13F price*
At the end of Q4 2025, 558 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings, up 44 from Q3 2025. 80 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($804.4M) and Dimensional Fund Advisors LP ($434.4M). 7 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Steve Cohen (0.1% of Point72 Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $173.1M |
| Exits | 48 | $98.0M |
All 13F filers, Q3 2025 → Q4 2025: 13,083,779 shares bought and 13,417,042 shares sold, net −333,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 558 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.1% | 18,404,397 | $1.1B |
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 13,740,836 | $804.4M |
| Dimensional Fund Advisors LP | 0.09% | Add +1.1% | 7,420,688 | $434.4M |
| State Street Corp. | 0.01% | Reduce -2.2% | 6,083,841 | $356.1M |
| LSV Asset Management | 0.50% | Add +1.3% | 3,888,064 | $227.6M |
| Morgan Stanley | 0.01% | Add +10.8% | 3,151,319 | $184.5M |
| Vaughan Nelson Investment Management, L.P. | 1.70% | Reduce -8.6% | 2,964,419 | $173.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 2,963,243 | $173.5M |
| Fiduciary Management Inc. | 1.86% | Reduce -4.5% | 2,894,607 | $169.5M |
| Fuller & Thaler Asset Management, Inc. | 0.45% | Reduce -9.6% | 2,286,961 | $133.9M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +4.4% | 1,896,825 | $111.0M |
| Norges Bank | 0.01% | — | 1,805,595 | $105.7M |
| Invesco Ltd. | 0.01% | Add +8.6% | 1,756,280 | $102.8M |
| AQR Capital Management | 0.05% | Reduce -49.4% | 1,498,610 | $87.7M |
| First Trust Advisors LP | 0.06% | Add +21.0% | 1,492,501 | $87.4M |
| Millennium Management | 0.06% | Reduce -51.1% | 1,462,701 | $85.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +6.6% | 1,414,234 | $82.8M |
| Northern Trust Corp. | 0.01% | Reduce -3.0% | 1,363,032 | $79.8M |
| Bank of New York Mellon Corp | 0.01% | Add +2.9% | 1,313,531 | $76.9M |
| Allianz Asset Management GmbH | 0.08% | Add +18.4% | 1,257,880 | $73.6M |
| Two Sigma Advisers, LP | 0.13% | Add +207.2% | 1,182,100 | $69.2M |
| Balyasny Asset Management L.P. | 0.13% | Add +1270.5% | 1,146,992 | $67.1M |
| Two Sigma Investments, LP | 0.10% | Add +185.2% | 1,125,688 | $65.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 1,124,662 | $65.8M |
| FIL Ltd | 0.05% | Add +117.6% | 1,113,079 | $65.2M |
| Qube Research & Technologies Ltd | 0.09% | Add +94.6% | 1,090,925 | $63.9M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -46.8% | 1,086,078 | $63.6M |
| Mackenzie Financial Corp. | 0.06% | Add +90.3% | 931,389 | $54.6M |
| FMR LLC | 0.00% | Reduce -0.3% | 851,887 | $49.9M |
| Bridgewater Associates | 0.18% | Add +53.5% | 837,335 | $49.0M |
| Quantinno Capital Management LP | 0.10% | Add +41.8% | 827,676 | $48.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +0.5% | 817,572 | $47.9M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +31.0% | 792,386 | $46.4M |
| UBS Group AG | 0.01% | Add +11.7% | 721,430 | $42.2M |
| Point72 Asset Management | 0.07% | New | 689,282 | $40.4M |
| American Century Companies Inc. | 0.02% | Add +2.6% | 647,520 | $37.9M |
| Wellington Management Group LLP | 0.01% | Reduce -61.1% | 631,107 | $36.9M |
| Wedge Capital Management L L P | 0.61% | Reduce -13.9% | 576,635 | $33.8M |
| Deutsche Bank AG | 0.01% | Add +655.5% | 539,718 | $31.6M |
| Barclays PLC | 0.01% | Reduce -29.1% | 526,674 | $30.8M |
| MetLife Investment Management, LLC | 0.12% | Add +9.9% | 437,764 | $25.6M |
| Citadel Advisors | 0.02% | Reduce -88.3% | 424,098 | $24.8M |
| Natixis Advisors, LLC | 0.03% | Reduce -8.6% | 418,817 | $24.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.8% | 417,491 | $24.4M |
| Arbejdsmarkedets Tillaegspension | 0.62% | — | 414,598 | $24.3M |
| Bank of America Corp. | 0.00% | Reduce -39.6% | 411,207 | $24.1M |
| JPMorgan Chase & Co. | 0.00% | Add +13.5% | 409,382 | $24.0M |
| Basswood Capital Management, L.L.C. | 1.05% | Add +266.4% | 404,520 | $23.7M |
| Rhumbline Advisers | 0.02% | Reduce -1.8% | 401,967 | $23.5M |
| Interval Partners, LP | 0.55% | Reduce -6.3% | 401,523 | $23.5M |
| Verition Fund Management LLC | 0.13% | Add +2485.0% | 378,026 | $22.1M |
| D. E. Shaw & Co. | 0.02% | Add +57.0% | 371,688 | $21.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.8% | 364,241 | $21.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.3% | 355,161 | $20.8M |
| Algert Global LLC | 0.32% | Add +148.7% | 354,673 | $20.8M |
| Voloridge Investment Management, LLC | 0.07% | New | 324,731 | $19.0M |
| Sei Investments Co. | 0.02% | Reduce -11.9% | 322,972 | $18.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.1% | 317,538 | $18.6M |
| HRT Financial LP | 0.06% | Add +737.8% | 315,998 | $18.5M |
| Nomura Asset Management International Inc. | 0.03% | — | 299,424 | $17.5M |
| Swiss National Bank | 0.01% | Add +1.8% | 291,000 | $17.0M |
| California Public Employees Retirement System | 0.01% | Add +0.4% | 277,808 | $16.3M |
| Nuveen, LLC | 0.00% | Reduce -1.3% | 263,554 | $15.4M |
| Schonfeld Strategic Advisors LLC | 0.08% | Add +59.3% | 262,911 | $15.4M |
| SG Americas Securities, LLC | 0.02% | New | 246,982 | $14.5M |
| FJ Capital Management LLC | 1.55% | Reduce -10.8% | 239,124 | $14.0M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Add +239.8% | 238,833 | $14.0M |
| Nordea Investment Management AB | 0.01% | Reduce -11.2% | 238,686 | $13.9M |
| Legal & General Group Plc | 0.00% | Reduce -16.2% | 232,853 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 221,022 | $12.9M |
| Jump Financial, LLC | 0.17% | Add +201.1% | 218,028 | $12.8M |
| ExodusPoint Capital Management, LP | 0.14% | Add +1227.3% | 210,782 | $12.3M |
| Citigroup Inc. | 0.01% | Add +4.0% | 206,644 | $12.1M |
| Jane Street Group, LLC | 0.01% | Add +11.0% | 198,089 | $11.6M |
| Squarepoint Ops LLC | 0.02% | New | 196,193 | $11.5M |
| Wells Fargo & Company | 0.00% | Add +45.9% | 189,233 | $11.1M |
| Prudential Financial Inc. | 0.01% | Reduce -10.6% | 187,614 | $11.0M |
| Captrust Financial Advisors | 0.02% | Add +8.0% | 177,810 | $10.4M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.7% | 177,193 | $10.4M |
| Canada Pension Plan Investment Board | 0.01% | Add +7.5% | 176,000 | $10.3M |
| Assenagon Asset Management S.A. | 0.01% | New | 169,982 | $10.0M |
| Private Advisory Group LLC | 0.78% | New | 168,668 | $9.9M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -39.6% | 180,746 | $9.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.2% | 159,920 | $9.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.5% | 158,103 | $9.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +8948.2% | 155,539 | $9.1M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | New | 154,540 | $9.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +65.1% | 153,573 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.1% | 151,964 | $8.9M |
| Corient Private Wealth LP | 0.01% | Add +10.9% | 148,819 | $8.7M |
| Campbell & CO Investment Adviser LLC | 0.41% | Add +1608.9% | 145,411 | $8.5M |
| Voya Investment Management LLC | 0.01% | Add +9.8% | 144,185 | $8.4M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -23.1% | 143,255 | $8.4M |
| Franklin Resources Inc. | 0.00% | Add +7.3% | 143,079 | $8.4M |
| Holocene Advisors, LP | 0.02% | Add +127.9% | 141,533 | $8.3M |
| New York State Teachers Retirement System | 0.02% | No change | 140,372 | $8.2M |
| California State Teachers Retirement System | 0.01% | Add +2.4% | 139,760 | $8.2M |
| Great Lakes Advisors, LLC | 0.06% | Add +94.4% | 125,604 | $7.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 121,756 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +14.9% | 120,268 | $7.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.17% | Reduce -4.4% | 120,040 | $7.0M |
| Calydon Capital | 1.18% | Add +3.2% | 119,307 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +37.0% | 114,925 | $6.7M |
| Edgestream Partners, L.P. | 0.19% | New | 114,224 | $6.7M |
| Martingale Asset Management L P | 0.17% | Add +3.0% | 110,934 | $6.5M |
| Gateway Investment Advisers LLC | 0.06% | Add +26.0% | 108,165 | $6.3M |
| Maltese Capital Management LLC | 1.11% | Reduce -34.4% | 105,000 | $6.1M |
| Siena Capital Partners GP, LLC | 1.59% | No change | 101,290 | $5.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +12.1% | 100,602 | $5.9M |
| Quantbot Technologies LP | 0.19% | Add +951.0% | 99,446 | $5.8M |
| Tudor Investment Corporation | 0.03% | New | 99,087 | $5.8M |
| Royal Bank of Canada | 0.00% | Reduce -70.6% | 94,047 | $5.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +18.5% | 92,241 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -24.6% | 91,743 | $5.4M |
| Comerica Bank | 0.02% | Reduce -2.7% | 90,063 | $5.3M |
| Acadian Asset Management LLC | 0.01% | Add +74.3% | 84,767 | $5.0M |
| Burney Co./ | 0.15% | New | 81,350 | $4.8M |
| Easterly Investment Partners LLC | 0.29% | Add +40.6% | 80,329 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -6.9% | 78,048 | $4.6M |
| Seizert Capital Partners, LLC | 0.19% | Add +0.0% | 75,699 | $4.4M |
| Horizon Investments, LLC | 0.06% | Add +30.3% | 75,004 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +9.2% | 73,516 | $4.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 73,000 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -34.0% | 72,957 | $4.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +14.3% | 72,373 | $4.2M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.15% | — | 70,452 | $4.1M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -1.9% | 61,911 | $4.0M |
| Amalgamated Bank | 0.03% | Add +1.1% | 68,007 | $4.0M |
| State of Tennessee, Department of Treasury | 0.01% | Add +7.1% | 63,886 | $3.8M |
| Janus Henderson Group PLC | 0.00% | No change | 65,255 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 62,599 | $3.8M |
| New York State Common Retirement Fund | 0.01% | No change | 64,358 | $3.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +5.9% | 63,100 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -3.8% | 62,146 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -9.9% | 61,444 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 60,764 | $3.6M |
| Elizabeth Park Capital Advisors, Ltd. | 2.86% | No change | 59,350 | $3.5M |
| Optiver Holding B.V. | 0.06% | Add +1974.9% | 59,279 | $3.5M |
| Qsemble Capital Management, LP | 0.28% | New | 57,273 | $3.4M |
| Weiss Asset Management LP | 0.06% | New | 56,725 | $3.3M |
| Vest Financial, LLC | 0.04% | Add +129.1% | 56,420 | $3.3M |
| Walleye Capital LLC | 0.02% | Add +1241.4% | 54,489 | $3.2M |
| Cerity Partners LLC | 0.00% | Reduce -12.7% | 54,387 | $3.2M |
| Bank of Montreal | 0.00% | Add +21.8% | 54,261 | $3.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -14.3% | 52,852 | $3.1M |
| Focus Partners Wealth | 0.00% | Add +181.7% | 52,177 | $3.1M |
| Man Group plc | 0.01% | Add +97.3% | 52,034 | $3.0M |
| Dark Forest Capital Management LP | 0.14% | Reduce -48.0% | 50,874 | $3.0M |
| Petiole USA ltd | 1.90% | No change | 50,000 | $2.9M |
| Summit Trail Advisors, LLC | 0.05% | Add +5.4% | 49,686 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +1.5% | 49,447 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.3% | 48,244 | $2.9M |
| Sciencast Management LP | 0.39% | New | 47,808 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +3.1% | 47,536 | $2.8M |
| Toronto Dominion Bank | 0.01% | New | 47,501 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +15.9% | 46,830 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -9.4% | 46,048 | $2.7M |
| Ieq Capital, LLC | 0.01% | Reduce -59.1% | 44,387 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 44,171 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +9.9% | 43,714 | $2.6M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -1.8% | 43,496 | $2.5M |
| Caprock Group, LLC | 0.05% | Add +35.3% | 42,564 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -3.8% | 42,461 | $2.5M |
| Aquatic Capital Management LLC | 0.07% | New | 42,258 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.5% | 40,900 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -6.8% | 40,655 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -15.2% | 40,142 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +14.2% | 39,400 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 38,807 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -25.4% | 38,694 | $2.3M |
| King Luther Capital Management Corp. | 0.01% | No change | 38,485 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +7.0% | 37,790 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.5% | 36,946 | $2.2M |
| Ingalls & Snyder LLC | 0.08% | Add +25.0% | 36,922 | $2.2M |
| Cwm, LLC | 0.01% | Reduce -21.7% | 36,629 | $2.1M |
| Amundi | 0.00% | Reduce -80.3% | 36,117 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 35,888 | $2.1M |
| Ostrum Asset Management | 0.10% | Add +13.0% | 35,155 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -0.8% | 34,900 | $2.0M |
| Sierra Summit Advisors LLC | 0.30% | Add +2.6% | 33,719 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.4% | 33,032 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Add +1.5% | 32,314 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.3% | 31,500 | $1.8M |
| Ethic Inc. | 0.03% | Reduce -0.2% | 31,243 | $1.8M |
| New Mexico Educational Retirement Board | 0.05% | No change | 31,000 | $1.8M |
| Voleon Capital Management LP | 0.04% | Add +42.4% | 30,948 | $1.8M |
| Creative Planning | 0.00% | Add +5.0% | 30,387 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +35.1% | 29,931 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.0% | 29,455 | $1.7M |
| Capital Fund Management S.A. | 0.02% | New | 29,082 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -8.1% | 28,911 | $1.7M |
| WINTON GROUP Ltd | 0.06% | Add +18.4% | 28,752 | $1.7M |
| Global Financial Private Client, LLC | 0.58% | Reduce -16.3% | 28,367 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -23.0% | 28,048 | $1.6M |
| Alta Capital Management LLC/ | 0.11% | Add +0.7% | 27,838 | $1.6M |
| Exchange Traded Concepts, LLC | 0.01% | Add +34.7% | 27,811 | $1.6M |
| Headlands Technologies LLC | 0.13% | Add +41.4% | 27,455 | $1.6M |
| FORA Capital, LLC | 0.19% | Add +185.9% | 27,209 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.2% | 27,058 | $1.6M |
| Bank of Nova Scotia | 0.00% | New | 26,628 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 26,306 | $1.5M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -30.5% | 25,370 | $1.5M |
| Atom Investors LP | 0.12% | Reduce -34.8% | 25,186 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.9% | 25,156 | $1.5M |
| Graham Capital Management, L.P. | 0.07% | Add +29.7% | 24,380 | $1.4M |
| CVA Family Office, LLC | 0.16% | Add +0.1% | 24,315 | $1.4M |
| Tweedy, Browne Co LLC | 0.11% | Add +16.7% | 24,103 | $1.4M |
| SummitTX Capital, L.P. | 0.04% | Add +41.9% | 23,939 | $1.4M |
| Utah Retirement Systems | 0.01% | No change | 23,852 | $1.4M |
| Jefferies Financial Group Inc. | 0.01% | New | 23,716 | $1.4M |
| IMC-Chicago, LLC | 0.02% | New | 23,151 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.5% | 22,391 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.8% | 22,359 | $1.3M |
| Axq Capital, LP | 0.29% | New | 22,284 | $1.3M |
| Ironwood Financial, llc | 0.21% | No change | 20,568 | $1.2M |
| Entropy Technologies, LP | 0.07% | New | 20,633 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | New | 20,404 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.6% | 20,373 | $1.2M |
| MAI Capital Management | 0.01% | Add +0.7% | 19,725 | $1.2M |
| Oak Thistle LLC | 0.16% | Add +246.4% | 19,493 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 19,323 | $1.1M |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Reduce -0.4% | 19,109 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -77.8% | 18,959 | $1.1M |
| DRW Securities, LLC | 0.08% | Add +259.2% | 18,908 | $1.1M |
| Asset One Wealth Management LLC | 0.15% | — | 18,084 | $1.1M |
| Sendero Wealth Management, LLC | 0.12% | No change | 18,839 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.2% | 18,105 | $1.1M |
| AlphaQuest LLC | 0.06% | Add +174.1% | 17,959 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -34.6% | 17,654 | $1.0M |
| Worldquant Millennium Advisors LLC | 0.00% | Add +148.4% | 17,025 | $997K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.3% | 16,896 | $989K |
| Zions Bancorporation, National Association | 0.04% | Add +750.8% | 16,472 | $964K |
| Thompson Investment Management, Inc. | 0.12% | No change | 16,465 | $964K |
| Keybank National Association | 0.00% | Reduce -0.6% | 16,431 | $962K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.5% | 16,379 | $959K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.3% | 16,302 | $954K |
| Syon Capital LLC | 0.05% | Add +65.5% | 15,884 | $930K |
| US Bancorp \de | 0.00% | Reduce -0.0% | 15,458 | $905K |
| Sterling Capital Management LLC | 0.01% | Reduce -2.4% | 15,357 | $899K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.9% | 14,868 | $870K |
| Harvest Fund Management Co., Ltd | 0.03% | No change | 16,221 | $859K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.7% | 14,683 | $859K |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 14,670 | $859K |
| Federated Hermes, Inc. | 0.00% | Add +6.7% | 14,064 | $823K |
| EP Wealth Advisors, LLC | 0.00% | — | 13,855 | $811K |
| Chicago Partners Investment Group LLC | 0.02% | Add +25.1% | 13,702 | $810K |
| Choreo, LLC | 0.01% | Reduce -4.0% | 13,762 | $808K |
| Physician Wealth Advisors, Inc. | 0.11% | Reduce -0.6% | 13,767 | $806K |
| Xponance LLC | 0.01% | Reduce -17.0% | 13,581 | $795K |
| New York Life Investment Management LLC | 0.01% | Reduce -9.5% | 13,284 | $778K |
| Gsa Capital Partners LLP | 0.07% | Add +48.2% | 13,248 | $776K |
| Pinnacle Holdings, LLC | 0.29% | No change | 13,244 | $775K |
| Avior Wealth Management, LLC | 0.02% | New | 13,005 | $761K |
| XTX Topco Ltd | 0.02% | Add +32.7% | 12,864 | $753K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -0.4% | 12,672 | $742K |
| Lunt Capital Management, Inc. | 0.28% | Reduce -0.4% | 12,607 | $738K |
| Global Retirement Partners, LLC | 0.01% | Add +26.7% | 12,379 | $725K |
| Michels Family Financial, LLC | 0.52% | Add +1.6% | 12,142 | $711K |
| Supplemental Annuity Collective Trust of NJ | 0.18% | No change | 12,000 | $702K |
| Wedmont Private Capital | 0.02% | Reduce -4.8% | 11,563 | $696K |
| Guggenheim Capital LLC | 0.01% | Add +43.3% | 11,880 | $695K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Add +35.6% | 11,799 | $691K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 11,786 | $675K |
| Savant Capital, LLC | 0.00% | Add +2.0% | 11,453 | $670K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,406 | $668K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.3% | 11,406 | $668K |
| Cottonwood Capital Advisors, LLC | 0.48% | Add +0.0% | 11,391 | $667K |
| GAMMA Investing LLC | 0.03% | Add +6.1% | 11,214 | $656K |
| HB Wealth Management, LLC | 0.00% | Add +0.6% | 11,023 | $645K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.7% | 10,958 | $641K |
| Engineers Gate Manager LP | 0.01% | Reduce -84.0% | 10,919 | $639K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.7% | 10,759 | $630K |
| Angeles Wealth Management, LLC | 0.03% | New | 10,726 | $628K |
| Evolve Private Wealth, LLC | 0.04% | — | 10,649 | $623K |
| Prana Capital Management, LP | 0.02% | Reduce -25.9% | 10,616 | $621K |
| Aviva PLC | 0.00% | New | 10,368 | $607K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.4% | 10,315 | $604K |
| Burns Matteson Capital Management, LLC | 0.24% | New | 10,029 | $587K |
| Tidal Investments LLC | 0.00% | Reduce -14.2% | 9,843 | $576K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +6.2% | 9,453 | $553K |
| Merit Financial Group, LLC | 0.00% | Reduce -6.5% | 9,441 | $553K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -8.4% | 9,328 | $546K |
| Net Worth Advisory Group | 0.11% | New | 9,061 | $530K |
| Baird Financial Group, Inc. | 0.00% | Add +10.8% | 9,025 | $528K |
| Clearstead Advisors, LLC | 0.01% | Add +3.5% | 8,988 | $526K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +15.8% | 8,803 | $515K |
| Avaii Wealth Management, LLC | 0.18% | Add +27.7% | 8,706 | $510K |
| Quadrature Capital Ltd | 0.01% | New | 8,676 | $508K |
| Essential Partners LLC | 0.16% | Reduce -5.0% | 8,675 | $508K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 8,608 | $504K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -60.6% | 8,482 | $497K |
| Fifth Third Bancorp | 0.00% | Reduce -6.1% | 8,427 | $493K |
| Leo Wealth, LLC | 0.04% | Reduce -18.9% | 8,307 | $486K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -68.0% | 8,289 | $485K |
| Vident Advisory, LLC | 0.00% | Reduce -23.7% | 8,153 | $477K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -10.5% | 8,075 | $473K |
| Glenmede Trust Co. NA | 0.00% | — | 7,965 | $466K |
| Meritage Portfolio Management | 0.03% | Reduce -17.9% | 7,893 | $462K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.1% | 7,886 | $462K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -54.1% | 7,821 | $458K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -2.5% | 7,794 | $456K |
| NewEdge Advisors, LLC | 0.00% | Reduce -40.8% | 7,768 | $455K |
| Kera Capital Partners, Inc. | 0.06% | New | 7,438 | $446K |
| Vise Technologies, Inc. | 0.01% | Add +4.1% | 7,583 | $444K |
| Brooklyn Investment Group | 0.02% | Add +49.0% | 7,498 | $441K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,533 | $441K |
| Larson Financial Group LLC | 0.01% | Add +4.3% | 7,513 | $440K |
| DAVENPORT & Co LLC | 0.00% | No change | 7,500 | $439K |
| Mather Group, Llc. | 0.00% | Add +58.0% | 7,437 | $435K |
| Apella Capital, LLC | 0.01% | Add +0.3% | 7,429 | $435K |
| Twinbeech Capital LP | 0.03% | New | 7,200 | $421K |
| Marshall Wace, LLP | 0.00% | Reduce -3.1% | 7,181 | $420K |
| Optas, LLC | 0.07% | New | 7,094 | $415K |
| Carson Advisory Inc. | 0.21% | Reduce -2.7% | 7,065 | $414K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,023 | $411K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.9% | 7,018 | $411K |
| PharVision Advisers, LLC | 0.21% | Add +20.9% | 6,991 | $409K |
| Inscription Capital, LLC | 0.04% | Reduce -25.5% | 6,938 | $406K |
| Blair William & Co. | 0.00% | Reduce -4.1% | 6,662 | $390K |
| Diversified Management Inc. | 0.09% | — | 6,622 | $388K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.6% | 6,608 | $387K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -8.0% | 6,603 | $387K |
| Prudential PLC | 0.00% | Reduce -83.5% | 6,592 | $386K |
| Diversified Trust Co. | 0.01% | New | 6,461 | $378K |
| Riverwater Partners LLC | 0.15% | No change | 6,446 | $377K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 6,446 | $377K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -25.7% | 6,345 | $371K |
| Blue Trust, Inc. | 0.00% | Add +13.3% | 6,308 | $369K |
| denkapparat Operations GmbH | 0.20% | New | 6,294 | $368K |
| Mma Asset Management LLC | 0.13% | No change | 6,275 | $367K |
| Valeo Financial Advisors, LLC | 0.01% | New | 6,099 | $357K |
| Harbor Capital Advisors, Inc. | 0.03% | New | 6,067 | $355K |
| Lynx Investment Advisory | 0.19% | Reduce -0.8% | 6,052 | $354K |
| ProShare Advisors LLC | 0.00% | Reduce -5.7% | 5,922 | $347K |
| Compound Planning, Inc. | 0.01% | Add +0.4% | 5,920 | $347K |
| Mariner, LLC | 0.00% | Reduce -87.6% | 5,834 | $342K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +18.4% | 5,786 | $339K |
| Spirepoint Private Client, LLC | 0.03% | New | 5,713 | $334K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,662 | $331K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -0.7% | 5,601 | $328K |
| M&T Bank Corp | 0.00% | New | 5,551 | $325K |
| Atria Investments, Inc | 0.00% | Add +55.3% | 5,503 | $322K |
| KG Capital Management | 0.08% | Reduce -2.4% | 5,488 | $321K |
| Cane Capital Partners, LLC | 0.13% | — | 5,438 | $318K |
| Shelton Capital Management | 0.01% | Reduce -6.4% | 5,425 | $318K |
| Baker Avenue Asset Management, LP | 0.01% | Add +19.8% | 5,399 | $316K |
| Versant Capital Management, Inc | 0.04% | Add +11.5% | 5,393 | $316K |
| HUB Investment Partners, LLC | 0.01% | Add +33.7% | 5,371 | $314K |
| Callan Family Office, LLC | 0.01% | Add +20.9% | 5,364 | $314K |
| Certuity, LLC | 0.02% | Add +29.2% | 5,330 | $312K |
| Jain Global LLC | 0.00% | Reduce -85.0% | 5,315 | $311K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 5,280 | $309K |
| PFG Investments, LLC | 0.01% | New | 5,258 | $308K |
| Fruth Investment Management | 0.08% | No change | 5,250 | $307K |
| Salzhauer Michael | 0.14% | No change | 5,200 | $304K |
| Smartleaf Asset Management LLC | 0.01% | Add +119.1% | 5,157 | $303K |
| Blackhawk Capital Partners, LLC | 0.11% | Add +13.3% | 5,144 | $301K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -86.7% | 5,144 | $301K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -8.3% | 5,108 | $299K |
| North Dakota State Investment Board | 0.01% | — | 5,103 | $299K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 5,061 | $296K |
| Sippican Capital Advisors | 0.19% | No change | 5,050 | $296K |
| Profund Advisors LLC | 0.01% | Reduce -3.9% | 5,048 | $296K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,917 | $288K |
| 111 Capital | 0.06% | Reduce -40.7% | 4,753 | $278K |
| Essex LLC | 0.05% | Add +0.1% | 4,664 | $273K |
| Sigma Planning Corp | 0.01% | Add +2.8% | 4,638 | $271K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 4,495 | $271K |
| CIBC Asset Management Inc | 0.00% | No change | 4,605 | $270K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.0% | 4,591 | $269K |
| Inspire Advisors, LLC | 0.02% | New | 4,485 | $263K |
| Nilsine Partners, LLC | 0.02% | Add +2.1% | 4,476 | $262K |
| State of Wyoming | 0.03% | Add +21.7% | 4,471 | $262K |
| Modern Wealth Management, LLC | 0.00% | Reduce -0.7% | 4,461 | $261K |
| Wharton Business Group, LLC | 0.01% | No change | 4,460 | $261K |
| TD Private Client Wealth LLC | 0.01% | Reduce -4.6% | 4,457 | $261K |
| WJ Interests, LLC | 0.11% | No change | 4,439 | $260K |
| Arax Advisory Partners | 0.01% | Reduce -86.5% | 4,421 | $259K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -31.3% | 4,396 | $257K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +13.4% | 4,377 | $256K |
| EMC Capital Management | 0.11% | Reduce -15.0% | 4,341 | $254K |
| KBC Group NV | 0.00% | No change | 4,345 | $254K |
| Aigen Investment Management, LP | 0.06% | New | 4,332 | $254K |
| Paragon Capital Management Ltd | 0.05% | Add +0.9% | 4,282 | $251K |
| nVerses Capital, LLC | 0.55% | — | 4,222 | $247K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.4% | 4,084 | $239K |
| Crewe Advisors LLC | 0.02% | No change | 4,051 | $237K |
| Obermeyer Wealth Partners | 0.01% | New | 4,035 | $236K |
| Nicolet Advisory Services, LLC | 0.02% | Add +1.3% | 3,965 | $235K |
| Drive Wealth Management, LLC | 0.05% | Reduce -0.1% | 4,012 | $235K |
| Pinkerton Wealth, LLC | 0.02% | Add +0.8% | 4,004 | $234K |
| Shore Point Advisors, LLC | 0.10% | New | 4,000 | $234K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 3,993 | $234K |
| Shepherd Financial Partners LLC | 0.02% | Add +0.1% | 3,971 | $232K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,872 | $227K |
| Bogart Wealth, LLC | 0.01% | Add +1092.3% | 3,851 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.2% | 3,818 | $224K |
| Traynor Capital Management, Inc. | 0.01% | No change | 3,792 | $222K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +11000.0% | 3,774 | $221K |
| Aster Capital Management (DIFC) Ltd | 0.09% | New | 3,669 | $215K |
| Norden Group LLC | 0.02% | Reduce -10.3% | 3,640 | $213K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 3,632 | $213K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,615 | $212K |
| Mutual Advisors, LLC | 0.00% | New | 3,606 | $211K |
| Walker Asset Management, LLC | 0.11% | Add +0.9% | 3,593 | $210K |
| Silvia McColl Wealth Management, LLC | 0.14% | New | 3,524 | $206K |
| Westover Capital Advisors, LLC | 0.04% | New | 3,500 | $205K |
| STRS Ohio | 0.00% | Add +0.2% | 3,474 | $203K |
| Narus Financial Partners, LLC | 0.06% | New | 3,452 | $202K |
| Mach-1 Financial Group, LLC | 0.04% | New | 3,437 | $201K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 3,437 | $201K |
| Stevens Capital Management LP | 0.07% | New | 3,428 | $201K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.2% | 3,438 | $201K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 3,430 | $201K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.6% | 3,012 | $176K |
| Bessemer Group Inc. | 0.00% | Reduce -56.2% | 3,002 | $176K |
| IFP Advisors, Inc | 0.00% | Add +1.6% | 2,878 | $168K |
| Byrne Asset Management LLC | 0.09% | Add +232.7% | 2,828 | $166K |
| Abound Wealth Management | 0.04% | Reduce -50.3% | 2,745 | $161K |
| Group One Trading LLC | 0.00% | New | 2,731 | $160K |
| Inspire Investing, LLC | 0.01% | New | 2,708 | $159K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -26.9% | 2,503 | $147K |
| Havemeyer Place LP | 0.03% | — | 2,489 | $146K |
| Danske Bank A/S | 0.00% | No change | 2,200 | $129K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,194 | $128K |
| Summit Securities Group LLC | 0.02% | Reduce -25.0% | 2,100 | $123K |
| UMB Bank, n.a. | 0.00% | Add +18.1% | 2,057 | $120K |
| Whipplewood Advisors, LLC | 0.08% | Add +0.6% | 2,012 | $118K |
| Credit Industriel Et Commercial | 0.03% | Reduce -30.9% | 2,010 | $118K |
| Peterson Wealth Services | 0.03% | Add +859.9% | 1,843 | $108K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,830 | $107K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,728 | $101K |
| Rothschild Investment LLC | 0.01% | Reduce -38.5% | 1,713 | $100K |
| CX Institutional | 0.00% | Reduce -2.2% | 1,707 | $100K |
| Allworth Financial LP | 0.00% | Reduce -0.7% | 1,623 | $95K |
| Virtus Advisers, LLC | 0.05% | No change | 1,601 | $94K |
| Strategic Advocates LLC | 0.02% | Add +0.1% | 1,596 | $94K |
| Lanark Financial, Inc. | 0.01% | No change | 1,590 | $93K |
| Elevated Capital Advisors, LLC | 0.02% | New | 1,569 | $92K |
| C M Bidwell & Associates Ltd. | 0.04% | Add +13.5% | 1,555 | $91K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,534 | $90K |
| Quarry LP | 0.01% | Add +1.7% | 1,428 | $84K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -52.4% | 1,389 | $81K |
| New Millennium Group LLC | 0.03% | No change | 1,267 | $74K |
| Employees Retirement System of Texas | 0.00% | No change | 1,211 | $71K |
| Signaturefd, LLC | 0.00% | Add +17.1% | 1,192 | $70K |
| Millstone Evans Group, LLC | 0.04% | No change | 1,140 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.9% | 1,123 | $66K |
| Covestor Ltd | 0.03% | Add +38.2% | 1,114 | $65K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 972 | $57K |
| Kozak & Associates, Inc. | 0.01% | Add +0.9% | 925 | $56K |
| Curat Global, LLC | 0.06% | No change | 1,000 | $55K |
| Quadrant Capital Group LLC | 0.00% | No change | 880 | $52K |
| Assetmark, Inc. | 0.00% | Add +13.6% | 842 | $49K |
| American Capital Advisory, LLC | 0.02% | No change | 838 | $49K |
| International Assets Investment Management, LLC | 0.00% | New | 830 | $49K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.2% | 742 | $43K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -69.8% | 738 | $43K |
| Ameriflex Group, Inc. | 0.02% | Reduce -49.5% | 724 | $42K |
| Quent Capital, LLC | 0.00% | Reduce -9.3% | 723 | $42K |
| V-Square Quantitative Management LLC | 0.00% | New | 712 | $42K |
| Salomon & Ludwin, LLC | 0.00% | No change | 656 | $40K |
| Steph & Co. | 0.01% | Reduce -3.0% | 638 | $37K |
| Community Bank, N.A. | 0.00% | No change | 636 | $37K |
| Atlas Capital Advisors Inc. | 0.00% | — | 618 | $36K |
| Leonteq Securities AG | 0.00% | New | 550 | $32K |
| Torren Management, LLC | 0.02% | — | 546 | $32K |
| Mechanics Financial Corp | 0.01% | No change | 525 | $31K |
| Root Financial Partners, LLC | 0.00% | Reduce -87.3% | 519 | $30K |
| Trust Co. of Vermont | 0.00% | No change | 507 | $30K |
| Ancora Advisors LLC | 0.00% | New | 507 | $30K |
| SageView Advisory Group, LLC | 0.00% | New | 478 | $28K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 468 | $27K |
| Cromwell Holdings LLC | 0.01% | No change | 461 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 445 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +12.8% | 432 | $25K |
| Independence Bank of Kentucky | 0.00% | No change | 400 | $23K |
| Bridge Generations Wealth Management LLC | 0.01% | Reduce -69.5% | 398 | $23K |
| Albion Financial Group | 0.00% | No change | 395 | $23K |
| True Wealth Design, LLC | 0.01% | Add +2.6% | 350 | $20K |
| CENTRAL TRUST Co | 0.00% | Reduce -5.2% | 350 | $20K |
| GoalVest Advisory LLC | 0.00% | New | 344 | $20K |
| Prosperity Bancshares Inc | 0.02% | — | 335 | $20K |
| WPG Advisers, LLC | 0.01% | Add +15.0% | 330 | $19K |
| MV Capital Management, Inc. | 0.00% | No change | 305 | $18K |
| Triumph Capital Management | 0.00% | New | 300 | $18K |
| Noble Wealth Management PBC | 0.01% | No change | 285 | $17K |
| Fortitude Family Office, LLC | 0.00% | Reduce -0.8% | 263 | $15K |
| DT Investment Partners, LLC | 0.00% | No change | 260 | $15K |
| Clearstead Trust, LLC | 0.00% | Add +8.6% | 254 | $15K |
| Rossby Financial, LCC | 0.00% | New | 235 | $14K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +0.9% | 234 | $14K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 216 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $12K |
| South Plains Financial, Inc. | 0.01% | No change | 200 | $12K |
| DV Trading LLC | 0.00% | — | 200 | $12K |
| Manchester Capital Management LLC | 0.00% | Add +1126.7% | 184 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 175 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +39.0% | 171 | $10K |
| SouthState Bank Corp | 0.00% | Reduce -15.3% | 166 | $10K |
| Rogco, LP | 0.00% | No change | 160 | $9K |
| Elyxium Wealth, LLC | 0.00% | New | 158 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 150 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 144 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 134 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 122 | $7K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 120 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -33.7% | 120 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 120 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -55.4% | 119 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 100 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 92 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -37.9% | 90 | $5K |
| Huntington National Bank | 0.00% | Reduce -28.6% | 90 | $5K |
| Grove Bank & Trust | 0.00% | No change | 86 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 84 | $5K |
| Ares Financial Consulting, LLC | 0.00% | — | 70 | $4K |
| Valued Wealth Advisors LLC | 0.00% | Add +153.8% | 66 | $4K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 66 | $4K |
| ORG Partners LLC | 0.00% | New | 65 | $4K |
| Legacy Bridge, LLC | 0.00% | New | 63 | $4K |
| Johnson Financial Group, Inc. | 0.00% | No change | 57 | $3K |
| Financial Consulate, Inc. | 0.00% | Add +86.2% | 54 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -23.1% | 50 | $3K |
| Addison Advisors LLC | 0.00% | No change | 44 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 40 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 39 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 35 | $2K |
| Avion Wealth | 0.00% | Reduce -21.4% | 44 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 29 | $2K |
| Bayban | 0.00% | — | 34 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| First Horizon Corp. | 0.00% | No change | 25 | $1K |
| Spire Wealth Management | 0.00% | No change | 22 | $1K |
| JNBA Financial Advisors | 0.00% | New | 21 | $1K |
| Stone House Investment Management, LLC | 0.00% | Reduce -76.7% | 20 | $1K |
| North Star Investment Management Corp. | 0.00% | New | 20 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -97.5% | 20 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +26.7% | 19 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 22 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +30.8% | 17 | $996 |
| Cornerstone Financial Management LLC | 0.00% | — | 17 | $995 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +9.1% | 12 | $702 |
| Hughes Financial Services, LLC | 0.00% | No change | 12 | $702 |
| Kilter Group LLC | 0.00% | Add +10.0% | 11 | $644 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -8.3% | 11 | $644 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -57.1% | 9 | $525 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $451 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $351 |
| Highline Wealth Partners LLC | 0.00% | No change | 5 | $293 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $293 |
| Eastern Bank | 0.00% | New | 4 | $234 |
| Your Advocates Ltd., LLP | 0.00% | Add +200.0% | 3 | $181 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $176 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3 | $176 |
| National Bank of Canada | 0.00% | No change | 2 | $117 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $59 |
"% of holder's portfolio" is ZION's weight in each manager's 13F, not the share of Zions Bancorp NA the manager owns.