Zions Bancorp NAZION
13F holders, Q1 2026 (March 31)566holders +8
74new positions
62sold out
7famous investors
$57.60avg. 13F price*
At the end of Q1 2026, 566 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings, up 8 from Q4 2025. 74 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($807.9M), Vanguard Portfolio Management LLC ($625.5M) and Dimensional Fund Advisors LP ($430.8M). 7 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Zions Bancorp NA
- CUSIP
- 989701107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $183.1M |
| Exits | 62 | $80.9M |
All 13F filers, Q4 2025 → Q1 2026: 11,134,018 shares bought and 11,685,179 shares sold, net −551,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| BlackRock, Inc. | 0.01% | Add +2.0% | 14,020,532 | $807.9M |
| Vanguard Portfolio Management LLC | 0.03% | — | 10,855,578 | $625.5M |
| Dimensional Fund Advisors LP | 0.09% | Add +0.8% | 7,477,126 | $430.8M |
| Vanguard Capital Management LLC | 0.01% | — | 6,598,287 | $380.2M |
| State Street Corp. | 0.01% | Reduce -3.3% | 5,883,024 | $339.0M |
| LSV Asset Management | 0.49% | Add +0.6% | 3,910,279 | $225.3M |
| Morgan Stanley | 0.01% | Reduce -2.9% | 3,059,666 | $176.3M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 3,033,897 | $174.9M |
| Fiduciary Management Inc. | 1.99% | Reduce -3.7% | 2,787,957 | $160.6M |
| Fuller & Thaler Asset Management, Inc. | 0.50% | Add +13.4% | 2,594,137 | $149.5M |
| AQR Capital Management | 0.06% | Add +49.8% | 2,244,698 | $127.9M |
| Two Sigma Investments, LP | 0.11% | Add +94.1% | 2,185,343 | $125.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +37.0% | 1,938,054 | $111.7M |
| First Trust Advisors LP | 0.08% | Add +28.5% | 1,917,826 | $110.5M |
| Invesco Ltd. | 0.01% | Reduce -15.0% | 1,492,703 | $86.0M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -22.3% | 1,473,500 | $84.9M |
| Balyasny Asset Management L.P. | 0.17% | Add +24.1% | 1,423,947 | $82.0M |
| Wellington Management Group LLP | 0.02% | Add +123.0% | 1,407,257 | $81.1M |
| Northern Trust Corp. | 0.01% | Add +1.4% | 1,382,844 | $79.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.1% | 1,314,134 | $75.7M |
| Quantinno Capital Management LP | 0.12% | Add +50.1% | 1,242,578 | $71.6M |
| Mackenzie Financial Corp. | 0.09% | Add +32.9% | 1,238,094 | $71.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.3% | 1,161,452 | $66.9M |
| FIL Ltd | 0.05% | Add +0.8% | 1,122,403 | $64.7M |
| Freestone Grove Partners LP | 0.43% | New | 1,040,108 | $59.9M |
| FMR LLC | 0.00% | Add +10.5% | 941,582 | $54.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 916,772 | $52.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -1.2% | 807,539 | $46.5M |
| Millennium Management | 0.04% | Reduce -46.0% | 789,341 | $45.5M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -1.2% | 782,793 | $45.1M |
| Allianz Asset Management GmbH | 0.05% | Reduce -39.8% | 757,669 | $43.7M |
| Bridgewater Associates | 0.19% | Reduce -13.4% | 724,830 | $41.8M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -36.1% | 697,340 | $40.2M |
| American Century Companies Inc. | 0.02% | Add +7.2% | 693,964 | $40.0M |
| Algebris (uk) Ltd. | 2.60% | New | 617,735 | $35.5M |
| Wedge Capital Management L L P | 0.58% | Reduce -5.6% | 544,243 | $31.4M |
| Bank of America Corp. | 0.00% | Add +30.9% | 538,436 | $31.0M |
| Point72 Asset Management | 0.05% | Reduce -26.3% | 508,125 | $29.3M |
| Arbejdsmarkedets Tillaegspension | 0.65% | Add +8.7% | 450,669 | $26.0M |
| MetLife Investment Management, LLC | 0.13% | Add +0.1% | 438,057 | $25.2M |
| Hotchkis & Wiley Capital Management LLC | 0.08% | Add +180.2% | 432,975 | $24.9M |
| Basswood Capital Management, L.L.C. | 1.25% | Add +5.3% | 426,090 | $24.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.8% | 420,630 | $24.2M |
| Rhumbline Advisers | 0.02% | Add +1.3% | 407,202 | $23.5M |
| Sei Investments Co. | 0.02% | Add +22.8% | 396,671 | $22.9M |
| Algert Global LLC | 0.33% | Add +5.9% | 375,505 | $21.6M |
| Barclays PLC | 0.01% | Reduce -32.9% | 353,345 | $20.4M |
| UBS Group AG | 0.00% | Reduce -52.6% | 341,586 | $19.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 341,253 | $19.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.7% | 353,189 | $19.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -7.0% | 338,879 | $19.5M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 329,515 | $19.0M |
| Nuveen, LLC | 0.01% | Add +24.9% | 329,169 | $19.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -16.0% | 312,096 | $18.0M |
| Nomura Asset Management International Inc. | 0.03% | Add +1.0% | 302,524 | $17.4M |
| California Public Employees Retirement System | 0.01% | Add +7.8% | 299,598 | $17.3M |
| Alliancebernstein L.P. | 0.01% | Add +31.2% | 290,034 | $17.0M |
| Swiss National Bank | 0.01% | Add +0.4% | 292,100 | $16.8M |
| Deutsche Bank AG | 0.01% | Reduce -47.2% | 284,736 | $16.4M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Add +16.9% | 279,137 | $16.1M |
| Squarepoint Ops LLC | 0.03% | Add +36.8% | 268,469 | $15.5M |
| BW Gestao de Investimentos Ltda. | 0.68% | New | 265,000 | $15.3M |
| Corient Private Wealth LP | 0.02% | Add +73.2% | 257,712 | $14.7M |
| HRT Financial LP | 0.04% | Reduce -22.5% | 245,026 | $14.1M |
| Schonfeld Strategic Advisors LLC | 0.11% | Reduce -7.4% | 243,549 | $14.0M |
| Renaissance Technologies | 0.02% | New | 230,495 | $13.3M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -29.8% | 228,035 | $13.1M |
| Interval Partners, LP | 0.45% | Reduce -43.2% | 228,022 | $13.1M |
| Assenagon Asset Management S.A. | 0.02% | Add +32.5% | 225,178 | $13.0M |
| Nordea Investment Management AB | 0.01% | Reduce -5.2% | 226,294 | $12.8M |
| Legal & General Group Plc | 0.00% | Reduce -9.8% | 210,113 | $12.1M |
| Verition Fund Management LLC | 0.12% | Reduce -45.1% | 207,664 | $12.0M |
| Vaughan Nelson Investment Management, L.P. | 0.12% | Reduce -93.1% | 205,264 | $11.8M |
| Edgestream Partners, L.P. | 0.38% | Add +74.8% | 199,682 | $11.5M |
| Franklin Resources Inc. | 0.00% | Add +37.4% | 196,562 | $11.3M |
| Canada Pension Plan Investment Board | 0.01% | Add +9.1% | 192,000 | $11.1M |
| Kettle Hill Capital Management, LLC | 2.75% | New | 190,803 | $11.0M |
| Captrust Financial Advisors | 0.02% | Add +3.8% | 184,540 | $10.6M |
| Retirement Systems of Alabama | 0.03% | Add +2.2% | 181,015 | $10.4M |
| Citigroup Inc. | 0.01% | Reduce -13.0% | 179,810 | $10.4M |
| California State Teachers Retirement System | 0.01% | Add +26.7% | 177,032 | $10.2M |
| STRS Ohio | 0.04% | Add +4945.2% | 175,269 | $10.1M |
| Private Advisory Group LLC | 0.69% | Add +1.8% | 171,645 | $9.9M |
| Caisse de depot et placement du Quebec | 0.02% | New | 171,327 | $9.9M |
| Jane Street Group, LLC | 0.01% | Reduce -15.5% | 167,468 | $9.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.4% | 160,513 | $9.2M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 158,103 | $9.1M |
| Prudential Financial Inc. | 0.01% | Reduce -15.8% | 157,944 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -85.7% | 155,074 | $8.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.2% | 153,330 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.4% | 149,781 | $8.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -39.5% | 149,538 | $8.6M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -18.5% | 147,364 | $8.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -6.9% | 144,859 | $8.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 140,535 | $8.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +18.8% | 136,505 | $7.9M |
| Citadel Advisors | 0.01% | Reduce -67.9% | 136,223 | $7.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.3% | 133,143 | $7.7M |
| Ieq Capital, LLC | 0.03% | Add +176.8% | 122,839 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 121,507 | $7.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.19% | Add +0.8% | 120,989 | $7.0M |
| Wells Fargo & Company | 0.00% | Reduce -36.3% | 120,466 | $6.9M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -5.8% | 118,355 | $6.8M |
| Calydon Capital | 1.11% | Reduce -1.2% | 117,928 | $6.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -16.1% | 117,752 | $6.8M |
| Voya Investment Management LLC | 0.01% | Reduce -20.2% | 115,093 | $6.6M |
| Rhino Investment Partners, Inc | 1.84% | New | 114,645 | $6.6M |
| Martingale Asset Management L P | 0.16% | Add +2.7% | 113,904 | $6.6M |
| Engineers Gate Manager LP | 0.08% | Add +941.6% | 113,732 | $6.6M |
| Siena Capital Partners GP, LLC | 1.51% | No change | 101,290 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 96,401 | $5.6M |
| Vest Financial, LLC | 0.07% | Add +68.4% | 94,999 | $5.5M |
| Optiver Holding B.V. | 0.20% | Add +58.0% | 93,641 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.8% | 91,039 | $5.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -3.1% | 89,414 | $5.2M |
| Holocene Advisors, LP | 0.01% | Reduce -38.2% | 87,406 | $5.0M |
| Fifth Third Bancorp | 0.01% | Add +920.5% | 85,994 | $5.0M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -40.4% | 85,433 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +14.2% | 83,283 | $4.8M |
| Seizert Capital Partners, LLC | 0.22% | Add +8.3% | 81,975 | $4.7M |
| Vanguard Global Advisers, LLC | 0.00% | — | 79,148 | $4.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -23.8% | 76,635 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +4.0% | 76,481 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.2% | 76,318 | $4.4M |
| Easterly Investment Partners LLC | 0.33% | Reduce -4.8% | 76,474 | $4.3M |
| Focus Partners Wealth | 0.00% | Add +38.3% | 72,150 | $4.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -15.1% | 71,980 | $4.1M |
| LPL Financial LLC | 0.00% | Add +49.2% | 68,709 | $4.0M |
| Man Group plc | 0.01% | Add +32.0% | 68,687 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -1.2% | 67,176 | $3.9M |
| Voleon Capital Management LP | 0.08% | Add +115.5% | 66,691 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -7.9% | 66,647 | $3.8M |
| Janus Henderson Group PLC | 0.00% | No change | 65,255 | $3.8M |
| New York State Common Retirement Fund | 0.01% | Add +0.5% | 64,700 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.3% | 64,055 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Add +186.3% | 64,015 | $3.7M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.13% | Reduce -10.1% | 63,334 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +1.8% | 63,252 | $3.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | No change | 63,100 | $3.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +34.4% | 62,934 | $3.6M |
| Elizabeth Park Capital Advisors, Ltd. | 2.79% | Add +5.9% | 62,850 | $3.6M |
| Summit Trail Advisors, LLC | 0.05% | Add +25.8% | 62,527 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 62,083 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +263.8% | 61,468 | $3.5M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -9.6% | 55,947 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -10.5% | 57,190 | $3.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -7.9% | 56,584 | $3.3M |
| State of Wisconsin Investment Board | 0.01% | Add +3.9% | 54,913 | $3.2M |
| Covea Finance | 0.11% | New | 54,300 | $3.1M |
| HSBC Holdings PLC | 0.00% | Add +41.8% | 53,595 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +6.2% | 50,467 | $2.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +1.2% | 50,056 | $2.9M |
| Graham Capital Management, L.P. | 0.13% | Add +103.5% | 49,606 | $2.9M |
| Cerity Partners LLC | 0.00% | Reduce -11.1% | 48,352 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.3% | 45,668 | $2.6M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 44,368 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 44,171 | $2.5M |
| Mariner, LLC | 0.00% | Add +655.5% | 44,074 | $2.5M |
| Readystate Asset Management LP | 0.26% | New | 43,899 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.8% | 43,793 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 43,714 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -19.6% | 43,635 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Add +4.7% | 42,800 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Add +52.2% | 42,684 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -90.1% | 41,333 | $2.4M |
| Exchange Traded Concepts, LLC | 0.02% | Add +47.8% | 41,117 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +41.1% | 42,233 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -0.3% | 40,553 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.7% | 40,441 | $2.3M |
| Cwm, LLC | 0.01% | Add +8.7% | 39,822 | $2.3M |
| DRW Securities, LLC | 0.12% | Add +110.2% | 39,752 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | No change | 39,400 | $2.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 38,606 | $2.2M |
| King Luther Capital Management Corp. | 0.01% | Reduce -0.5% | 38,300 | $2.2M |
| Diversified Management Inc. | 0.38% | Add +475.5% | 38,108 | $2.2M |
| Caprock Group, LLC | 0.05% | Reduce -10.8% | 37,945 | $2.2M |
| Tweedy, Browne Co LLC | 0.17% | Add +57.1% | 37,877 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -11.2% | 37,701 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 36,995 | $2.1M |
| Amundi | 0.00% | Add +1.6% | 36,685 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +296.5% | 35,785 | $2.1M |
| Dark Forest Capital Management LP | 0.18% | Reduce -29.9% | 35,658 | $2.1M |
| State of Michigan Retirement System | 0.01% | Add +1.7% | 35,500 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +9.7% | 35,459 | $2.0M |
| Sierra Summit Advisors LLC | 0.29% | Add +4.3% | 35,172 | $2.0M |
| Zions Bancorporation, National Association | 0.13% | Add +113.2% | 35,125 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 34,963 | $2.0M |
| Infrastructure Capital Advisors, LLC | 0.28% | New | 34,089 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 33,079 | $1.9M |
| Brevan Howard Capital Management LP | 0.02% | Add +73.6% | 32,911 | $1.9M |
| Qsemble Capital Management, LP | 0.14% | Reduce -42.9% | 32,703 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.2% | 32,500 | $1.9M |
| Ethic Inc. | 0.03% | Add +0.5% | 31,386 | $1.8M |
| PEAK6 LLC | 0.05% | New | 31,297 | $1.8M |
| New Mexico Educational Retirement Board | 0.05% | No change | 31,000 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.7% | 30,255 | $1.7M |
| Aster Capital Management (DIFC) Ltd | 0.57% | Add +845.0% | 34,673 | $1.7M |
| Global Financial Private Client, LLC | 0.56% | Add +4.6% | 29,671 | $1.7M |
| Natixis | 0.01% | New | 28,380 | $1.6M |
| Alta Capital Management LLC/ | 0.13% | Add +0.6% | 28,009 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +0.5% | 27,201 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +7.7% | 27,092 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.8% | 26,776 | $1.5M |
| Allstate Corp. | 0.02% | New | 26,617 | $1.5M |
| Norden Group LLC | 0.14% | Add +617.5% | 26,118 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 25,791 | $1.5M |
| WINTON GROUP Ltd | 0.05% | Reduce -11.7% | 25,400 | $1.5M |
| Soltis Investment Advisors LLC | 0.09% | Reduce -1.5% | 24,993 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.0% | 24,624 | $1.4M |
| CVA Family Office, LLC | 0.15% | Add +0.6% | 24,455 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | New | 24,431 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | Add +2.5% | 24,310 | $1.4M |
| Utah Retirement Systems | 0.01% | No change | 23,852 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -19.4% | 23,317 | $1.3M |
| Creative Planning | 0.00% | Reduce -24.1% | 23,073 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +12.8% | 22,984 | $1.3M |
| Entropy Technologies, LP | 0.06% | Add +10.4% | 22,770 | $1.3M |
| Flywheel Private Wealth LLC | 0.74% | New | 22,500 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.18% | Add +63.2% | 22,464 | $1.3M |
| Marshall Wace, LLP | 0.00% | Add +198.1% | 21,409 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.0% | 21,209 | $1.2M |
| MAI Capital Management | 0.01% | Add +4.8% | 20,682 | $1.2M |
| Ironwood Financial, llc | 0.21% | No change | 20,568 | $1.2M |
| Burney Co./ | 0.04% | Reduce -74.9% | 20,446 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.7% | 19,843 | $1.1M |
| Weiss Asset Management LP | 0.03% | Reduce -65.2% | 19,740 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -49.3% | 19,639 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +18.5% | 19,408 | $1.1M |
| Halbert Hargrove Global Advisors, LLC | 0.05% | No change | 19,109 | $1.1M |
| Headlands Technologies LLC | 0.12% | Reduce -30.9% | 18,968 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +28.6% | 17,619 | $1.1M |
| Sendero Wealth Management, LLC | 0.12% | No change | 18,839 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +2.1% | 18,491 | $1.1M |
| Numerai GP LLC | 0.10% | New | 18,031 | $1.0M |
| Syon Capital LLC | 0.05% | Add +12.4% | 17,853 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Add +34.4% | 17,853 | $1.0M |
| Keybank National Association | 0.00% | Add +8.4% | 17,815 | $1.0M |
| Asset One Wealth Management LLC | 0.11% | Reduce -8.9% | 16,470 | $1.0M |
| Xponance LLC | 0.01% | Add +29.9% | 17,638 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.7% | 17,533 | $1.0M |
| Thompson Investment Management, Inc. | 0.12% | Reduce -0.1% | 16,442 | $947K |
| Capital Fund Management S.A. | 0.01% | Reduce -46.2% | 15,636 | $901K |
| US Bancorp \de | 0.00% | Reduce -2.4% | 15,093 | $870K |
| IMC-Chicago, LLC | 0.01% | Reduce -35.2% | 15,007 | $865K |
| Aquatic Capital Management LLC | 0.02% | Reduce -64.8% | 14,861 | $856K |
| State of Alaska, Department of Revenue | 0.01% | No change | 14,683 | $846K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -14.2% | 14,611 | $842K |
| Harbor Capital Advisors, Inc. | 0.07% | Add +139.8% | 14,546 | $838K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.3% | 14,523 | $837K |
| Wedmont Private Capital | 0.03% | Add +18.5% | 13,699 | $836K |
| Federated Hermes, Inc. | 0.00% | Add +0.0% | 14,070 | $811K |
| Savant Capital, LLC | 0.00% | Add +22.8% | 14,060 | $810K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Add +18.2% | 13,945 | $804K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 13,641 | $786K |
| Mirabella Financial Services LLP | 0.08% | New | 13,624 | $785K |
| Pinnacle Holdings, LLC | 0.27% | No change | 13,244 | $763K |
| Avior Wealth Management, LLC | 0.02% | Add +0.2% | 13,026 | $751K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.5% | 12,962 | $747K |
| Diversified Trust Co. | 0.01% | Add +95.2% | 12,613 | $727K |
| Lunt Capital Management, Inc. | 0.28% | No change | 12,607 | $726K |
| HB Wealth Management, LLC | 0.00% | Add +13.8% | 12,546 | $723K |
| Vestcor Inc | 0.02% | New | 12,340 | $711K |
| SummitTX Capital, L.P. | 0.02% | Reduce -48.6% | 12,306 | $709K |
| Guggenheim Capital LLC | 0.01% | Add +1.4% | 12,050 | $694K |
| Stifel Financial Corp. | 0.00% | Reduce -19.4% | 11,819 | $681K |
| Ensign Peak Advisors, Inc | 0.00% | Add +42.2% | 11,784 | $679K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -7.9% | 11,674 | $673K |
| Fieldview Capital Management, LLC | 0.20% | New | 11,644 | $671K |
| Prana Capital Management, LP | 0.02% | Add +9.6% | 11,630 | $670K |
| Evolve Private Wealth, LLC | 0.04% | Add +9.0% | 11,607 | $669K |
| Michels Family Financial, LLC | 0.48% | Reduce -4.4% | 11,605 | $669K |
| Inscription Capital, LLC | 0.07% | Add +66.2% | 11,533 | $665K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +21.1% | 11,447 | $660K |
| Axq Capital, LP | 0.08% | Reduce -48.8% | 11,406 | $657K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,406 | $657K |
| Cottonwood Capital Advisors, LLC | 0.46% | Add +0.0% | 11,392 | $656K |
| GAMMA Investing LLC | 0.03% | Add +1.3% | 11,360 | $655K |
| Securian Asset Management, Inc. | 0.02% | Add +1.1% | 10,883 | $627K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +92.0% | 10,870 | $626K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -90.0% | 10,774 | $621K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -0.2% | 10,705 | $617K |
| Merit Financial Group, LLC | 0.00% | Add +12.6% | 10,628 | $612K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +21.8% | 10,482 | $604K |
| Lido Advisors, LLC | 0.00% | Reduce -11.6% | 10,416 | $600K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.0% | 10,375 | $598K |
| Fiduciary Trust Co | 0.01% | New | 10,147 | $585K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -8.1% | 10,070 | $580K |
| Burns Matteson Capital Management, LLC | 0.22% | Reduce -0.4% | 9,993 | $576K |
| Choreo, LLC | 0.01% | Reduce -28.8% | 9,806 | $565K |
| Janney Montgomery Scott LLC | 0.00% | Add +54.1% | 9,775 | $563K |
| Brooklyn Investment Group | 0.02% | Add +29.6% | 9,721 | $560K |
| Vident Advisory, LLC | 0.00% | Add +16.3% | 9,483 | $546K |
| Tidal Investments LLC | 0.00% | Reduce -3.9% | 9,458 | $545K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -1.4% | 9,194 | $530K |
| Sterling Capital Management LLC | 0.01% | Reduce -40.4% | 9,153 | $527K |
| Daiwa Securities Group Inc. | 0.00% | New | 9,100 | $524K |
| Coldstream Capital Management Inc. | 0.01% | Add +11.7% | 9,017 | $520K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -0.9% | 8,725 | $503K |
| Essential Partners LLC | 0.17% | Add +0.4% | 8,713 | $502K |
| Avaii Wealth Management, LLC | 0.18% | No change | 8,706 | $502K |
| Swiss Life Asset Management Ltd | 0.00% | Add +23.1% | 8,636 | $498K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +65.4% | 8,509 | $490K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,482 | $489K |
| Centiva Capital, LP | 0.02% | New | 8,415 | $485K |
| Clearstead Advisors, LLC | 0.00% | Reduce -6.8% | 8,380 | $483K |
| Net Worth Advisory Group | 0.10% | Reduce -7.7% | 8,363 | $482K |
| Bailard, Inc. | 0.01% | New | 8,318 | $479K |
| Kera Capital Partners, Inc. | 0.06% | Add +9.7% | 8,156 | $470K |
| Larson Financial Group LLC | 0.02% | Add +8.6% | 8,156 | $470K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +40.8% | 8,144 | $469K |
| Apella Capital, LLC | 0.01% | Add +0.6% | 7,471 | $469K |
| NewEdge Advisors, LLC | 0.00% | Add +4.6% | 8,126 | $468K |
| Ingalls & Snyder LLC | 0.02% | Reduce -78.0% | 8,122 | $468K |
| Kentucky Retirement Systems | 0.03% | New | 15,242 | $457K |
| Certuity, LLC | 0.03% | Add +48.7% | 7,926 | $457K |
| DAVENPORT & Co LLC | 0.00% | Add +5.3% | 7,900 | $455K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.9% | 7,811 | $450K |
| State of Wyoming | 0.05% | Add +74.2% | 7,788 | $449K |
| HUB Investment Partners, LLC | 0.01% | Add +44.7% | 7,774 | $448K |
| Vise Technologies, Inc. | 0.01% | No change | 7,583 | $444K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.6% | 7,677 | $442K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -2.5% | 7,599 | $438K |
| Hexagon Capital Partners LLC | 0.06% | New | 7,546 | $435K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,533 | $434K |
| Salzhauer Michael | 0.20% | Add +38.5% | 7,200 | $415K |
| Blair William & Co. | 0.00% | Add +7.0% | 7,132 | $411K |
| DNB Asset Management AS | 0.00% | New | 7,106 | $409K |
| Mather Group, Llc. | 0.00% | Reduce -5.3% | 7,045 | $406K |
| Carson Advisory Inc. | 0.21% | Reduce -0.4% | 7,038 | $406K |
| Baker Avenue Asset Management, LP | 0.01% | Add +26.6% | 6,837 | $394K |
| Atria Investments, Inc | 0.00% | Add +23.7% | 6,806 | $392K |
| Spirepoint Private Client, LLC | 0.04% | Add +18.3% | 6,758 | $389K |
| Blue Trust, Inc. | 0.00% | Add +4.6% | 6,599 | $380K |
| Prudential PLC | 0.00% | No change | 6,592 | $380K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -1.2% | 6,530 | $376K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -17.2% | 6,478 | $373K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,452 | $372K |
| Leo Wealth, LLC | 0.03% | Reduce -22.9% | 6,408 | $369K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -3.8% | 6,353 | $366K |
| Compound Planning, Inc. | 0.01% | Add +7.0% | 6,335 | $365K |
| Versant Capital Management, Inc | 0.04% | Add +17.4% | 6,332 | $365K |
| denkapparat Operations GmbH | 0.15% | No change | 6,294 | $363K |
| Riverwater Partners LLC | 0.12% | Reduce -3.4% | 6,230 | $359K |
| Lynx Investment Advisory | 0.17% | Add +1.3% | 6,131 | $353K |
| Blackhawk Capital Partners, LLC | 0.13% | Add +17.0% | 6,018 | $347K |
| Shelton Capital Management | 0.01% | Add +9.2% | 5,925 | $341K |
| ProShare Advisors LLC | 0.00% | Reduce -0.0% | 5,921 | $341K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +50.7% | 5,834 | $336K |
| Quantbot Technologies LP | 0.01% | Reduce -94.1% | 5,823 | $336K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -43.7% | 5,804 | $334K |
| Gsa Capital Partners LLP | 0.02% | Reduce -56.5% | 5,762 | $332K |
| Crestwood Advisors Group, LLC | 0.01% | Add +53.4% | 5,546 | $320K |
| Frec Markets, Inc. | 0.05% | New | 5,539 | $319K |
| M&T Bank Corp | 0.00% | Reduce -0.6% | 5,520 | $318K |
| Ostrum Asset Management | 0.02% | Reduce -84.3% | 5,520 | $318K |
| Twinbeech Capital LP | 0.03% | Reduce -23.6% | 5,500 | $317K |
| Smartleaf Asset Management LLC | 0.01% | Add +10.3% | 5,688 | $316K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +22.2% | 5,348 | $308K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 5,280 | $304K |
| GTS Securities LLC | 0.01% | New | 5,271 | $304K |
| Fruth Investment Management | 0.08% | No change | 5,250 | $302K |
| Brighton Jones LLC | 0.01% | New | 5,239 | $302K |
| Meeder Advisory Services, Inc. | 0.01% | New | 5,223 | $301K |
| Ritholtz Wealth Management | 0.01% | New | 5,144 | $296K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.1% | 5,115 | $295K |
| Sippican Capital Advisors | 0.20% | No change | 5,050 | $291K |
| Callan Family Office, LLC | 0.01% | Reduce -5.9% | 5,046 | $291K |
| KBC Group NV | 0.00% | Add +15.2% | 5,006 | $288K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -12.0% | 4,930 | $284K |
| TD Private Client Wealth LLC | 0.01% | Add +9.5% | 4,879 | $281K |
| Nilsine Partners, LLC | 0.02% | No change | 4,476 | $280K |
| Arax Advisory Partners | 0.01% | Add +9.4% | 4,837 | $279K |
| Haverford Trust Co | 0.00% | New | 4,824 | $278K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +6.9% | 4,804 | $278K |
| Evergreen Capital Management LLC | 0.01% | New | 4,745 | $273K |
| Modern Wealth Management, LLC | 0.00% | Add +4.7% | 4,670 | $272K |
| Crewe Advisors LLC | 0.02% | Add +16.0% | 4,698 | $271K |
| Essex LLC | 0.05% | Reduce -0.1% | 4,660 | $269K |
| Centaurus Financial, Inc. | 0.01% | Add +0.5% | 4,614 | $266K |
| nVerses Capital, LLC | 0.24% | Add +9.3% | 4,614 | $266K |
| CIBC Asset Management Inc | 0.00% | No change | 4,605 | $265K |
| Drive Wealth Management, LLC | 0.06% | Add +14.6% | 4,597 | $265K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,506 | $260K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +30.9% | 4,498 | $259K |
| Wharton Business Group, LLC | 0.01% | No change | 4,460 | $257K |
| Profund Advisors LLC | 0.01% | Reduce -11.9% | 4,447 | $256K |
| WJ Interests, LLC | 0.10% | No change | 4,439 | $256K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,396 | $253K |
| Diversify Wealth Management, LLC | 0.00% | New | 3,956 | $248K |
| Hantz Financial Services, Inc. | 0.00% | Add +24.7% | 4,286 | $247K |
| North Dakota State Investment Board | 0.01% | Reduce -16.9% | 4,240 | $244K |
| Evoke Wealth, LLC | 0.00% | New | 4,229 | $244K |
| Fox Run Management, L.L.C. | 0.04% | New | 4,346 | $242K |
| AlphaGrep UK Ltd | 0.07% | New | 4,116 | $237K |
| Abel Hall, LLC | 0.05% | New | 4,098 | $236K |
| Paragon Capital Management Ltd | 0.05% | Reduce -4.3% | 4,096 | $236K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +35.7% | 4,087 | $235K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 4,084 | $235K |
| Empowered Funds, LLC | 0.00% | New | 4,072 | $235K |
| Pinkerton Wealth, LLC | 0.02% | No change | 4,004 | $234K |
| Praxis Investment Management Inc. | 0.01% | New | 4,054 | $234K |
| Obermeyer Wealth Partners | 0.01% | No change | 4,035 | $232K |
| Sigma Planning Corp | 0.01% | Reduce -13.5% | 4,010 | $231K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -1.4% | 3,938 | $227K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 3,618 | $224K |
| Optas, LLC | 0.03% | Reduce -45.5% | 3,870 | $223K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -7.0% | 3,691 | $213K |
| Walker Asset Management, LLC | 0.11% | Add +0.7% | 3,619 | $209K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 3,617 | $208K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -97.6% | 3,534 | $204K |
| Silvia McColl Wealth Management, LLC | 0.13% | No change | 3,524 | $203K |
| Westover Capital Advisors, LLC | 0.04% | No change | 3,500 | $202K |
| Horizon Investments, LLC | 0.00% | Reduce -95.6% | 3,300 | $190K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -35.9% | 3,274 | $189K |
| Bessemer Group Inc. | 0.00% | Add +5.2% | 3,159 | $182K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -55.1% | 3,156 | $182K |
| Byrne Asset Management LLC | 0.10% | No change | 2,828 | $163K |
| Allworth Financial LP | 0.00% | Add +73.6% | 2,817 | $162K |
| IFP Advisors, Inc | 0.00% | Reduce -2.5% | 2,807 | $162K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +21.8% | 2,105 | $121K |
| Whipplewood Advisors, LLC | 0.06% | Add +3.5% | 2,083 | $120K |
| UMB Bank, n.a. | 0.00% | Add +0.7% | 2,072 | $119K |
| CX Institutional | 0.00% | Add +14.6% | 1,956 | $113K |
| Abound Wealth Management | 0.03% | Reduce -29.5% | 1,934 | $111K |
| Peterson Wealth Services | 0.03% | Add +0.3% | 1,849 | $107K |
| Rothschild Investment LLC | 0.01% | Add +7.7% | 1,845 | $106K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,830 | $105K |
| Parallel Advisors, LLC | 0.00% | Add +120.2% | 1,634 | $94K |
| Lanark Financial, Inc. | 0.01% | No change | 1,590 | $92K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.04% | New | 1,551 | $89K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.3% | 1,519 | $88K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.4% | 1,370 | $79K |
| Harbour Investments, Inc. | 0.00% | Add +207.4% | 1,328 | $77K |
| Steph & Co. | 0.02% | Add +94.0% | 1,238 | $71K |
| Walleye Trading LLC | 0.00% | New | 1,231 | $71K |
| Employees Retirement System of Texas | 0.00% | No change | 1,211 | $70K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -24.5% | 1,174 | $68K |
| Millstone Evans Group, LLC | 0.04% | No change | 1,140 | $66K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +16.4% | 1,131 | $65K |
| Signaturefd, LLC | 0.00% | Reduce -5.3% | 1,129 | $65K |
| Kozak & Associates, Inc. | 0.01% | Add +6.2% | 982 | $60K |
| Assetmark, Inc. | 0.00% | Add +12.3% | 946 | $55K |
| Ancora Advisors LLC | 0.00% | Add +76.9% | 897 | $52K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +85.3% | 867 | $50K |
| American Capital Advisory, LLC | 0.02% | No change | 838 | $48K |
| Trask Adam Roland | 0.04% | — | 800 | $46K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -64.0% | 790 | $46K |
| Quadrant Capital Group LLC | 0.00% | Reduce -13.1% | 765 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 748 | $43K |
| Ameriflex Group, Inc. | 0.02% | Add +0.7% | 729 | $42K |
| International Assets Investment Management, LLC | 0.00% | Reduce -13.6% | 717 | $42K |
| V-Square Quantitative Management LLC | 0.00% | Add +0.6% | 716 | $41K |
| Atlas Capital Advisors Inc. | 0.00% | Add +11.0% | 686 | $40K |
| Quent Capital, LLC | 0.00% | Reduce -6.6% | 675 | $39K |
| Salomon & Ludwin, LLC | 0.00% | No change | 656 | $38K |
| Community Bank, N.A. | 0.00% | No change | 636 | $37K |
| Covestor Ltd | 0.02% | Reduce -43.8% | 626 | $36K |
| Root Financial Partners, LLC | 0.00% | Add +16.6% | 605 | $35K |
| Bogart Wealth, LLC | 0.00% | Reduce -85.1% | 574 | $33K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -65.4% | 543 | $31K |
| Mechanics Financial Corp | 0.01% | No change | 525 | $30K |
| Curat Global, LLC | 0.03% | Reduce -50.0% | 500 | $29K |
| Southern Michigan Bank & Trust | 0.01% | — | 475 | $27K |
| Cromwell Holdings LLC | 0.02% | Add +2.4% | 472 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 445 | $26K |
| Walleye Capital LLC | 0.00% | Reduce -99.3% | 401 | $23K |
| Independence Bank of Kentucky | 0.00% | No change | 400 | $23K |
| Albion Financial Group | 0.00% | No change | 395 | $23K |
| True Wealth Design, LLC | 0.01% | Add +8.0% | 378 | $22K |
| WPG Advisers, LLC | 0.02% | Add +9.7% | 362 | $21K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 345 | $20K |
| Prosperity Bancshares Inc | 0.02% | No change | 335 | $19K |
| SJS Investment Consulting Inc. | 0.00% | Add +1540.0% | 328 | $19K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.1% | 325 | $19K |
| Clearstead Trust, LLC | 0.00% | Add +26.4% | 321 | $18K |
| Fortitude Family Office, LLC | 0.00% | Add +21.7% | 320 | $18K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 323 | $18K |
| MV Capital Management, Inc. | 0.00% | Add +2.0% | 311 | $18K |
| Triumph Capital Management | 0.00% | No change | 300 | $17K |
| Danske Bank A/S | 0.00% | Reduce -86.4% | 300 | $17K |
| Noble Wealth Management PBC | 0.01% | No change | 285 | $16K |
| Accordant Advisory Group Inc | 0.01% | New | 271 | $16K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +22.7% | 265 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +0.8% | 236 | $14K |
| Leonteq Securities AG | 0.00% | Reduce -58.4% | 229 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 221 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $12K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 193 | $11K |
| JPL Wealth Management, LLC | 0.00% | New | 181 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.5% | 177 | $10K |
| Valued Wealth Advisors LLC | 0.00% | Add +163.6% | 174 | $10K |
| Torren Management, LLC | 0.00% | Reduce -68.7% | 171 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 165 | $10K |
| United Financial Planning Group LLC | 0.01% | New | 164 | $9K |
| Rogco, LP | 0.00% | No change | 160 | $9K |
| Rossby Financial, LCC | 0.00% | Reduce -36.6% | 149 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +200.0% | 150 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 150 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 144 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -20.0% | 140 | $8K |
| Manchester Capital Management LLC | 0.00% | Reduce -26.1% | 136 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 134 | $8K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 120 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 122 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 120 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 120 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +24.4% | 112 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 100 | $6K |
| MCF Advisors LLC | 0.00% | New | 105 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $6K |
| SouthState Bank Corp | 0.00% | Reduce -42.8% | 95 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 92 | $5K |
| Huntington National Bank | 0.00% | No change | 90 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Add +3.6% | 87 | $5K |
| Grove Bank & Trust | 0.00% | No change | 86 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +1540.0% | 82 | $5K |
| SHP Wealth Management | 0.00% | New | 80 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 70 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | New | 66 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -49.6% | 60 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 57 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 54 | $3K |
| Avion Wealth | 0.00% | Add +20.4% | 53 | $3K |
| Addison Advisors LLC | 0.00% | No change | 44 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 40 | $2K |
| Mosley Wealth Management | 0.00% | New | 40 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 39 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 39 | $2K |
| Kilter Group LLC | 0.00% | Add +218.2% | 35 | $2K |
| Burk Holdings LLC | 0.00% | New | 35 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 35 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 29 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +58.8% | 27 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| First Horizon Corp. | 0.00% | No change | 25 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +108.3% | 25 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +144.4% | 22 | $1K |
| Spire Wealth Management | 0.00% | No change | 22 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +10.5% | 21 | $1K |
| Stone House Investment Management, LLC | 0.00% | No change | 20 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 22 | $1K |
| Capital Analysts, LLC | 0.00% | New | 16 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 17 | $980 |
| Hughes Financial Services, LLC | 0.00% | No change | 12 | $691 |
| HFM Investment Advisors, LLC | 0.00% | No change | 11 | $634 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 10 | $576 |
| North Star Investment Management Corp. | 0.00% | Reduce -50.0% | 10 | $576 |
| GHP Investment Advisors, Inc. | 0.00% | New | 9 | $519 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 8 | $461 |
| NBT Bank, N.A. | 0.00% | New | 8 | $461 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -12.5% | 7 | $444 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $346 |
| Activest Wealth Management | 0.00% | New | 6 | $346 |
| Atlantic Union Bankshares Corp | 0.00% | New | 6 | $346 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 5 | $289 |
| TopTier Wealth Management, LLC | 0.00% | New | 5 | $288 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $288 |
| Your Advocates Ltd., LLP | 0.00% | Add +33.3% | 4 | $237 |
| Raffa Wealth Management, LLC | 0.00% | New | 4 | $230 |
| AdvisorNet Financial, Inc | 0.00% | New | 3 | $173 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3 | $173 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 2 | $124 |
| Silicon Valley Capital Partners | 0.00% | New | 2 | $116 |
| National Bank of Canada | 0.00% | No change | 2 | $115 |
| Curio Wealth, LLC | 0.00% | New | 2 | $115 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $58 |
"% of holder's portfolio" is ZION's weight in each manager's 13F, not the share of Zions Bancorp NA the manager owns.