Zions Bancorp NAZION
13F holders, Q2 2026 (June 30)600holders +34
72new positions
39sold out
7famous investors
$69.18avg. 13F price*
At the end of Q2 2026, 600 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings, up 34 from Q1 2026. 72 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($982.2M), Vanguard Portfolio Management LLC ($768.5M) and Dimensional Fund Advisors LP ($528.9M). 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 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $104.1M |
| Exits | 39 | $87.1M |
All 13F filers, Q1 2026 → Q2 2026: 10,504,827 shares bought and 5,882,222 shares sold, net +4,622,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 600 holders
| BlackRock, Inc. | 0.01% | Add +1.3% | 14,196,331 | $982.2M |
| Vanguard Portfolio Management LLC | 0.03% | Add +2.3% | 11,107,629 | $768.5M |
| Dimensional Fund Advisors LP | 0.10% | Add +2.2% | 7,644,441 | $528.9M |
| Vanguard Capital Management LLC | 0.01% | Add +0.5% | 6,632,521 | $458.9M |
| State Street Corp. | 0.01% | Add +0.8% | 5,929,244 | $410.2M |
| LSV Asset Management | 0.48% | Reduce -1.3% | 3,858,896 | $267.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.9% | 3,060,253 | $211.8M |
| Morgan Stanley | 0.01% | Reduce -0.6% | 3,040,366 | $210.4M |
| Two Sigma Investments, LP | 0.15% | Add +27.9% | 2,794,444 | $193.3M |
| Fuller & Thaler Asset Management, Inc. | 0.50% | Add +2.1% | 2,649,694 | $183.3M |
| Fiduciary Management Inc. | 2.55% | Reduce -7.1% | 2,591,257 | $179.3M |
| AQR Capital Management | 0.06% | Add +14.9% | 2,579,678 | $178.5M |
| First Trust Advisors LP | 0.08% | Add +6.5% | 2,042,546 | $141.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.1% | 1,741,870 | $120.5M |
| Mackenzie Financial Corp. | 0.12% | Add +40.5% | 1,739,633 | $120.4M |
| Norges Bank | 0.01% | — | 1,724,832 | $119.3M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +15.4% | 1,700,223 | $117.6M |
| Quantinno Capital Management LP | 0.13% | Add +28.5% | 1,596,462 | $110.5M |
| Invesco Ltd. | 0.01% | Add +2.6% | 1,531,259 | $105.9M |
| Northern Trust Corp. | 0.01% | Add +0.4% | 1,387,881 | $96.0M |
| FMR LLC | 0.00% | Add +42.5% | 1,341,623 | $92.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.3% | 1,271,295 | $88.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.4% | 1,157,267 | $80.1M |
| FIL Ltd | 0.06% | Add +2.6% | 1,151,364 | $79.7M |
| Millennium Management | 0.06% | Add +44.0% | 1,136,350 | $78.6M |
| Wellington Management Group LLP | 0.01% | Reduce -25.2% | 1,052,131 | $72.8M |
| Deutsche Bank AG | 0.02% | Add +264.3% | 1,037,241 | $71.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.5% | 930,119 | $64.4M |
| UBS Group AG | 0.01% | Add +139.6% | 818,299 | $56.6M |
| Allianz Asset Management GmbH | 0.05% | Add +4.8% | 793,754 | $54.9M |
| Balyasny Asset Management L.P. | 0.10% | Reduce -44.4% | 792,471 | $54.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -2.1% | 790,404 | $54.7M |
| Azora Capital LP | 2.20% | New | 754,919 | $52.2M |
| Freestone Grove Partners LP | 0.34% | Reduce -28.7% | 741,232 | $51.3M |
| Qube Research & Technologies Ltd | 0.06% | Add +4.7% | 729,908 | $50.5M |
| American Century Companies Inc. | 0.02% | Reduce -9.1% | 630,716 | $43.6M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -22.2% | 609,003 | $42.1M |
| Bridgewater Associates | 0.17% | Reduce -18.4% | 591,357 | $40.9M |
| Bank of America Corp. | 0.00% | Add +9.4% | 589,331 | $40.8M |
| Walleye Capital LLC | 0.21% | Add +144851.9% | 581,257 | $40.2M |
| Sei Investments Co. | 0.03% | Add +41.2% | 560,072 | $38.8M |
| Acadian Asset Management LLC | 0.05% | Add +673.3% | 556,635 | $38.5M |
| Wedge Capital Management L L P | 0.60% | Reduce -3.6% | 524,818 | $36.3M |
| HRT Financial LP | 0.06% | Add +96.5% | 481,408 | $33.3M |
| Hotchkis & Wiley Capital Management LLC | 0.09% | Add +3.3% | 447,265 | $30.9M |
| Arbejdsmarkedets Tillaegspension | 0.67% | Reduce -1.5% | 443,800 | $30.7M |
| MetLife Investment Management, LLC | 0.14% | Add +0.5% | 440,011 | $30.4M |
| Basswood Capital Management, L.L.C. | 1.26% | Reduce -0.2% | 425,137 | $29.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.8% | 417,138 | $28.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.4% | 401,425 | $27.8M |
| Nuveen, LLC | 0.01% | Add +18.7% | 390,816 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Add +7.6% | 380,102 | $26.9M |
| Point72 Asset Management | 0.04% | Reduce -26.5% | 373,252 | $25.8M |
| Algert Global LLC | 0.30% | Reduce -2.7% | 365,260 | $25.3M |
| Nomura Asset Management International Inc. | 0.04% | Add +15.0% | 347,886 | $24.1M |
| Victory Capital Management Inc. | 0.01% | Add +0.0% | 338,895 | $23.4M |
| Principal Financial Group Inc. | 0.01% | Add +1.3% | 333,940 | $23.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.4% | 329,835 | $22.8M |
| Schonfeld Strategic Advisors LLC | 0.12% | Add +32.5% | 322,835 | $22.3M |
| SummitTX Capital, L.P. | 0.58% | Add +2469.8% | 316,241 | $21.9M |
| California Public Employees Retirement System | 0.01% | Add +3.3% | 309,340 | $21.4M |
| Swiss National Bank | 0.01% | Add +1.6% | 296,800 | $20.5M |
| Verition Fund Management LLC | 0.15% | Add +40.5% | 291,662 | $20.2M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Add +1.8% | 284,068 | $19.7M |
| Corient Private Wealth LP | 0.03% | Add +6.8% | 275,354 | $19.1M |
| Renaissance Technologies | 0.03% | Add +18.1% | 272,295 | $18.8M |
| Interval Partners, LP | 0.59% | Add +16.8% | 266,355 | $18.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -19.7% | 250,656 | $17.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +76.2% | 240,449 | $16.6M |
| Barclays PLC | 0.01% | Reduce -35.5% | 227,754 | $15.8M |
| Nordea Investment Management AB | 0.01% | Reduce -1.0% | 224,073 | $15.5M |
| STRS Ohio | 0.06% | Add +23.8% | 217,001 | $15.0M |
| Legal & General Group Plc | 0.00% | Add +0.1% | 210,338 | $14.6M |
| Vaughan Nelson Investment Management, L.P. | 0.13% | Add +0.5% | 206,364 | $14.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.7% | 244,406 | $14.1M |
| Man Group plc | 0.03% | Add +194.8% | 202,467 | $14.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +30.8% | 200,622 | $13.9M |
| Citigroup Inc. | 0.01% | Add +6.0% | 190,637 | $13.2M |
| Amundi | 0.00% | Add +415.2% | 189,013 | $13.1M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -1.6% | 188,900 | $13.1M |
| Franklin Resources Inc. | 0.00% | Reduce -4.7% | 187,273 | $13.0M |
| Captrust Financial Advisors | 0.02% | Add +1.2% | 186,689 | $12.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +28.7% | 186,467 | $12.9M |
| BW Gestao de Investimentos Ltda. | 0.29% | Reduce -34.4% | 173,904 | $12.0M |
| BNP Paribas Financial Markets | 0.01% | Add +108.6% | 173,694 | $12.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 172,168 | $11.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.1% | 170,260 | $11.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +7.3% | 169,729 | $11.7M |
| Prudential Financial Inc. | 0.01% | Add +1.0% | 159,589 | $11.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.3% | 157,150 | $10.9M |
| Retirement Systems of Alabama | 0.03% | Reduce -15.9% | 152,135 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.1% | 151,435 | $10.5M |
| Voya Investment Management LLC | 0.01% | Add +29.2% | 148,723 | $10.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.5% | 141,833 | $9.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +0.2% | 140,793 | $9.7M |
| Private Advisory Group LLC | 0.53% | Reduce -20.3% | 136,742 | $9.5M |
| Rhino Investment Partners, Inc | 2.83% | Add +17.9% | 135,198 | $9.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -10.1% | 134,513 | $9.3M |
| Citadel Advisors | 0.01% | Reduce -6.5% | 127,334 | $8.8M |
| Vest Financial, LLC | 0.09% | Add +33.0% | 126,367 | $8.7M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 125,354 | $8.7M |
| New York State Teachers Retirement System | 0.02% | Add +3.7% | 122,079 | $8.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.18% | Add +0.2% | 121,221 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.6% | 118,365 | $8.2M |
| Calydon Capital | 1.18% | Reduce -1.2% | 116,551 | $8.1M |
| Seizert Capital Partners, LLC | 0.32% | Add +37.3% | 112,522 | $7.8M |
| ExodusPoint Capital Management, LP | 0.07% | New | 110,101 | $7.6M |
| Edgestream Partners, L.P. | 0.22% | Reduce -45.5% | 108,817 | $7.5M |
| Panagora Asset Management Inc. | 0.02% | New | 106,204 | $7.3M |
| Martingale Asset Management L P | 0.17% | Reduce -6.9% | 106,052 | $7.3M |
| Siena Capital Partners GP, LLC | 1.70% | No change | 101,290 | $7.0M |
| Horizon Investments, LLC | 0.08% | Add +2961.8% | 101,040 | $6.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +11.0% | 99,262 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 98,885 | $6.8M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -57.1% | 97,710 | $6.8M |
| State of Wisconsin Investment Board | 0.01% | Add +73.5% | 95,247 | $6.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.8% | 91,793 | $6.3M |
| Quantbot Technologies LP | 0.24% | Add +1420.2% | 88,520 | $6.1M |
| Prudential PLC | 0.04% | Add +1231.1% | 87,747 | $6.1M |
| Ieq Capital, LLC | 0.03% | Reduce -31.2% | 84,565 | $5.9M |
| Capital Fund Management S.A. | 0.04% | Add +421.4% | 81,519 | $5.6M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -31.1% | 81,498 | $5.6M |
| Fifth Third Bancorp | 0.01% | Reduce -5.3% | 81,415 | $5.6M |
| Focus Partners Wealth | 0.01% | Add +11.7% | 80,607 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.1% | 78,863 | $5.6M |
| Voleon Capital Management LP | 0.10% | Add +20.1% | 80,089 | $5.5M |
| Easterly Investment Partners LLC | 0.27% | Add +1.8% | 77,874 | $5.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -2.9% | 76,851 | $5.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.9% | 74,134 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +18.8% | 73,038 | $5.1M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -51.4% | 71,657 | $5.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Add +13.0% | 71,300 | $4.9M |
| Convergence Investment Partners, LLC | 0.46% | New | 70,623 | $4.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.5% | 70,002 | $4.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +2.5% | 68,326 | $4.7M |
| New York State Common Retirement Fund | 0.01% | Add +4.3% | 67,500 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +5.3% | 66,612 | $4.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.7% | 65,875 | $4.6M |
| Jupiter Topco LLC | 0.00% | — | 65,255 | $4.5M |
| Amalgamated Bank | 0.03% | Reduce -3.2% | 65,014 | $4.5M |
| Graham Capital Management, L.P. | 0.17% | Add +26.9% | 62,938 | $4.4M |
| Covea Finance | 0.14% | Add +15.3% | 62,600 | $4.3M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -1.1% | 61,869 | $4.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.5% | 61,783 | $4.3M |
| LPL Financial LLC | 0.00% | Reduce -13.0% | 59,787 | $4.1M |
| Elizabeth Park Capital Advisors, Ltd. | 2.76% | Reduce -8.0% | 57,850 | $4.0M |
| Numerai GP LLC | 0.33% | Add +220.4% | 57,771 | $4.0M |
| Illinois Municipal Retirement Fund | 0.04% | Add +32.7% | 56,640 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 56,179 | $3.9M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -3.4% | 54,029 | $3.9M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.5% | 54,585 | $3.8M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +22.6% | 54,403 | $3.8M |
| Parallax Volatility Advisers, L.P. | 0.17% | New | 54,270 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +7.2% | 54,109 | $3.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -36.9% | 53,952 | $3.7M |
| DRW Securities, LLC | 0.22% | Add +32.8% | 52,804 | $3.7M |
| Mariner, LLC | 0.00% | Add +19.0% | 52,434 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.6% | 49,259 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +14.7% | 48,445 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -1.2% | 47,787 | $3.3M |
| Prana Capital Management, LP | 0.10% | Add +304.0% | 46,989 | $3.3M |
| HSBC Holdings PLC | 0.00% | Reduce -13.5% | 46,371 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +11.8% | 46,199 | $3.2M |
| Handelsbanken Fonder AB | 0.01% | Add +17.0% | 46,100 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 44,402 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 44,171 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 43,714 | $3.0M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.09% | Reduce -31.4% | 43,415 | $3.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.5% | 43,000 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.0% | 42,906 | $3.0M |
| Infrastructure Capital Advisors, LLC | 0.39% | Add +19.8% | 40,839 | $2.8M |
| Arizona State Retirement System | 0.01% | Add +0.6% | 40,807 | $2.8M |
| XTX Topco Ltd | 0.04% | New | 39,966 | $2.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -4.3% | 38,706 | $2.7M |
| Caprock Group, LLC | 0.05% | Add +1.8% | 38,623 | $2.7M |
| Vanguard Investments Australia, Ltd. | 0.01% | No change | 38,606 | $2.7M |
| King Luther Capital Management Corp. | 0.01% | No change | 38,300 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +6.2% | 38,015 | $2.6M |
| Entropy Technologies, LP | 0.10% | Add +65.8% | 37,749 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 36,936 | $2.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -52.5% | 36,435 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Add +2.6% | 36,396 | $2.5M |
| Sierra Summit Advisors LLC | 0.28% | Add +1.5% | 35,708 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 35,628 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -18.9% | 35,400 | $2.4M |
| Headlands Technologies LLC | 0.26% | Add +85.0% | 35,095 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -3.1% | 34,400 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.1% | 33,500 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +42.4% | 33,207 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.0% | 33,087 | $2.3M |
| Ethic Inc. | 0.03% | Add +2.3% | 32,107 | $2.2M |
| New Mexico Educational Retirement Board | 0.05% | No change | 31,000 | $2.1M |
| CIBC Bancorp USA Inc. | 0.00% | New | 30,893 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.3% | 30,355 | $2.1M |
| Global Financial Private Client, LLC | 0.57% | Add +2.0% | 30,268 | $2.1M |
| Dark Forest Capital Management LP | 0.13% | Reduce -15.8% | 30,022 | $2.1M |
| Gateway Investment Advisers LLC | 0.02% | Add +165.4% | 28,594 | $2.0M |
| Alta Capital Management LLC/ | 0.15% | Add +0.6% | 28,180 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +1.3% | 27,449 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +221.7% | 27,282 | $1.9M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.5% | 27,071 | $1.9M |
| Allstate Corp. | 0.02% | Add +1.4% | 26,980 | $1.9M |
| Norden Group LLC | 0.15% | Reduce -1.0% | 25,850 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +99.0% | 27,974 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 25,632 | $1.8M |
| Diversified Trust Co. | 0.03% | Add +103.1% | 25,621 | $1.8M |
| Creative Planning | 0.00% | Add +9.7% | 25,313 | $1.8M |
| Perigon Wealth Management, LLC | 0.03% | Add +2.8% | 25,118 | $1.7M |
| Soltis Investment Advisors LLC | 0.10% | Add +0.5% | 25,114 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | New | 24,739 | $1.7M |
| CVA Family Office, LLC | 0.15% | Add +0.6% | 24,602 | $1.7M |
| Arax Advisory Partners | 0.01% | Add +408.5% | 24,595 | $1.7M |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -85.7% | 24,500 | $1.7M |
| MAI Capital Management | 0.01% | Add +18.1% | 24,424 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +23.6% | 23,996 | $1.7M |
| WINTON GROUP Ltd | 0.05% | Reduce -6.5% | 23,739 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.5% | 23,519 | $1.6M |
| Optiver Holding B.V. | 0.02% | Reduce -75.1% | 23,334 | $1.6M |
| Flywheel Private Wealth LLC | 0.77% | No change | 22,500 | $1.6M |
| Utah Retirement Systems | 0.01% | Reduce -7.1% | 22,155 | $1.5M |
| Physician Wealth Advisors, Inc. | 0.18% | Reduce -1.8% | 22,051 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +25.5% | 22,004 | $1.5M |
| Polymer Capital Management (US) LLC | 0.22% | New | 21,636 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.6% | 21,559 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -7.9% | 21,177 | $1.5M |
| Ironwood Financial, llc | 0.23% | No change | 20,568 | $1.4M |
| Frec Markets, Inc. | 0.13% | Add +270.5% | 20,522 | $1.4M |
| Temasek Holdings (Private) Ltd | 0.00% | New | 20,277 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +11.8% | 19,700 | $1.4M |
| Teacher Retirement System of Texas | 0.00% | Reduce -0.2% | 19,593 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.4% | 19,376 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Add +8.2% | 19,320 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | No change | 19,109 | $1.3M |
| Sendero Wealth Management, LLC | 0.13% | No change | 18,839 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.9% | 18,324 | $1.3M |
| Burney Co./ | 0.03% | Reduce -12.9% | 17,815 | $1.2M |
| Keybank National Association | 0.00% | Reduce -2.0% | 17,456 | $1.2M |
| Xponance LLC | 0.01% | Reduce -1.1% | 17,453 | $1.2M |
| Syon Capital LLC | 0.05% | Reduce -2.5% | 17,410 | $1.2M |
| Curat Global, LLC | 0.98% | Add +220.0% | 1,600 | $1.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Add +24.0% | 17,289 | $1.2M |
| Fox Run Management, L.L.C. | 0.20% | Add +295.8% | 17,201 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -21.8% | 16,751 | $1.2M |
| Asset One Wealth Management LLC | 0.12% | Reduce -2.5% | 16,052 | $1.1M |
| Thompson Investment Management, Inc. | 0.13% | No change | 16,442 | $1.1M |
| Oak Thistle LLC | 0.11% | New | 15,968 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +289.0% | 15,900 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.4% | 15,751 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.35% | New | 15,140 | $1.1M |
| Wedmont Private Capital | 0.03% | Add +8.2% | 14,827 | $1.0M |
| Bailard, Inc. | 0.02% | Add +81.7% | 15,115 | $1.0M |
| US Bancorp \de | 0.00% | Add +0.1% | 15,104 | $1.0M |
| Jain Global LLC | 0.01% | New | 14,938 | $1.0M |
| Sterling Capital Management LLC | 0.02% | Add +62.7% | 14,891 | $1.0M |
| EP Wealth Advisors, LLC | 0.00% | Add +12.6% | 14,596 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +40.5% | 14,579 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.8% | 14,413 | $997K |
| Harbor Capital Advisors, Inc. | 0.07% | Reduce -1.0% | 14,395 | $996K |
| Quadrature Capital Ltd | 0.01% | New | 14,341 | $992K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +31.6% | 14,303 | $990K |
| iSAM Funds (UK) Ltd | 0.70% | New | 14,300 | $989K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.4% | 14,031 | $971K |
| Swiss Life Asset Management Ltd | 0.00% | Add +59.9% | 13,808 | $955K |
| Inceptionr LLC | 0.23% | New | 13,733 | $950K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +185.4% | 13,709 | $949K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.6% | 13,426 | $929K |
| Pinnacle Holdings, LLC | 0.30% | Reduce -0.4% | 13,189 | $913K |
| HB Wealth Management, LLC | 0.01% | Add +3.8% | 13,018 | $901K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +12.7% | 12,895 | $892K |
| GAMMA Investing LLC | 0.03% | Add +13.4% | 12,880 | $891K |
| Guggenheim Capital LLC | 0.01% | Add +6.8% | 12,873 | $891K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -11.9% | 12,867 | $890K |
| Global Retirement Partners, LLC | 0.01% | — | 12,726 | $880K |
| Merit Financial Group, LLC | 0.01% | Add +19.1% | 12,663 | $876K |
| Lunt Capital Management, Inc. | 0.32% | No change | 12,607 | $872K |
| Vestcor Inc | 0.02% | No change | 12,340 | $854K |
| Vise Technologies, Inc. | 0.01% | Add +59.9% | 12,127 | $839K |
| Avior Wealth Management, LLC | 0.02% | Reduce -7.7% | 12,026 | $832K |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.9% | 11,894 | $823K |
| Generali Asset Management SPA SGR | 0.01% | New | 11,864 | $821K |
| Inscription Capital, LLC | 0.07% | Add +2.5% | 11,815 | $817K |
| Michels Family Financial, LLC | 0.52% | Add +1.2% | 11,745 | $813K |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 11,698 | $809K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -0.2% | 11,654 | $806K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 11,406 | $789K |
| Securian Asset Management, Inc. | 0.03% | Add +0.1% | 10,890 | $787K |
| Jane Street Group, LLC | 0.00% | Reduce -93.3% | 11,172 | $773K |
| Daiwa Securities Group Inc. | 0.00% | Add +20.9% | 11,000 | $761K |
| Capstone Investment Advisors, LLC | 0.01% | New | 10,968 | $759K |
| 111 Capital | 0.13% | New | 10,958 | $758K |
| Kera Capital Partners, Inc. | 0.07% | Add +33.8% | 10,910 | $755K |
| Angeles Wealth Management, LLC | 0.03% | Add +0.8% | 10,795 | $747K |
| Tidal Investments LLC | 0.00% | Add +11.2% | 10,519 | $728K |
| Fiduciary Trust Co | 0.01% | Add +3.6% | 10,515 | $728K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -1.4% | 10,336 | $715K |
| HUB Investment Partners, LLC | 0.01% | Add +31.7% | 10,235 | $708K |
| Lido Advisors, LLC | 0.00% | Reduce -2.5% | 10,157 | $703K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.4% | 10,005 | $692K |
| Larson Financial Group LLC | 0.02% | Add +21.0% | 9,872 | $683K |
| Blackhawk Capital Partners, LLC | 0.22% | Add +63.6% | 9,843 | $681K |
| Choreo, LLC | 0.01% | Reduce -0.5% | 9,755 | $675K |
| Certuity, LLC | 0.03% | Add +21.9% | 9,658 | $668K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.1% | 9,559 | $661K |
| Vident Advisory, LLC | 0.00% | Add +0.7% | 9,545 | $660K |
| Baker Avenue Asset Management, LP | 0.01% | Add +36.4% | 9,324 | $645K |
| Engineers Gate Manager LP | 0.01% | Reduce -91.8% | 9,303 | $644K |
| MainStreet Investment Advisors LLC | 0.09% | Reduce -0.6% | 9,136 | $632K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -96.0% | 9,067 | $627K |
| Rothschild Investment LLC | 0.02% | Add +389.5% | 9,031 | $625K |
| Meeder Asset Management Inc. | 0.03% | New | 8,840 | $612K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +0.7% | 8,785 | $608K |
| Axq Capital, LP | 0.07% | Reduce -23.4% | 8,743 | $605K |
| Clearstead Advisors, LLC | 0.01% | Add +2.8% | 8,611 | $596K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.7% | 8,502 | $588K |
| Wakefield Asset Management LLLP | 0.13% | New | 8,428 | $583K |
| NewEdge Advisors, LLC | 0.00% | Add +3.3% | 8,396 | $581K |
| Aaron Wealth Advisors LLC | 0.03% | Add +28.6% | 8,332 | $576K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -6.6% | 8,128 | $562K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -0.8% | 8,081 | $559K |
| Blair William & Co. | 0.00% | Add +13.3% | 8,080 | $559K |
| Spirepoint Private Client, LLC | 0.04% | Add +18.3% | 7,996 | $553K |
| Cottonwood Capital Advisors, LLC | 0.33% | Reduce -29.9% | 7,989 | $553K |
| DAVENPORT & Co LLC | 0.00% | Add +0.2% | 7,916 | $548K |
| Crestwood Advisors Group, LLC | 0.01% | Add +42.5% | 7,905 | $547K |
| Glenmede Trust Co. NA | 0.00% | Add +1.2% | 7,905 | $547K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +21.5% | 7,839 | $542K |
| Inspire Investing, LLC | 0.02% | New | 7,810 | $540K |
| Hexagon Capital Partners LLC | 0.08% | Add +2.9% | 7,764 | $537K |
| Apella Capital, LLC | 0.01% | Add +0.3% | 7,497 | $530K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -77.0% | 7,569 | $524K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,533 | $521K |
| Evolve Private Wealth, LLC | 0.03% | Reduce -36.1% | 7,419 | $513K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +381.9% | 7,320 | $506K |
| Salzhauer Michael | 0.18% | No change | 7,200 | $498K |
| DNB Asset Management AS | 0.00% | No change | 7,106 | $492K |
| Mather Group, Llc. | 0.00% | Add +0.0% | 7,046 | $488K |
| Meeder Advisory Services, Inc. | 0.02% | Add +34.3% | 7,012 | $485K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -7.9% | 6,999 | $484K |
| Compound Planning, Inc. | 0.01% | Add +10.3% | 6,989 | $484K |
| Ingalls & Snyder LLC | 0.01% | Reduce -14.4% | 6,956 | $481K |
| Versant Capital Management, Inc | 0.04% | Add +7.8% | 6,829 | $473K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.6% | 6,570 | $470K |
| Diversified Management Inc. | 0.10% | Reduce -82.6% | 6,622 | $458K |
| Atria Investments, Inc | 0.00% | Reduce -3.1% | 6,598 | $457K |
| Carson Advisory Inc. | 0.21% | Reduce -6.4% | 6,590 | $456K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -74.5% | 6,571 | $455K |
| Proficio Capital Partners LLC | 0.02% | New | 6,560 | $454K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -15.6% | 6,478 | $448K |
| Blue Trust, Inc. | 0.00% | Reduce -2.1% | 6,463 | $447K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,338 | $438K |
| denkapparat Operations GmbH | 0.14% | No change | 6,294 | $435K |
| Riverwater Partners LLC | 0.13% | Add +0.9% | 6,288 | $435K |
| iA Global Asset Management Inc. | 0.01% | New | 6,282 | $435K |
| Ostrum Asset Management | 0.02% | Add +11.6% | 6,160 | $426K |
| Lynx Investment Advisory | 0.14% | Add +0.4% | 6,157 | $426K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -3.3% | 6,144 | $425K |
| Nykredit A/S | 0.00% | — | 5,932 | $410K |
| Ritholtz Wealth Management | 0.01% | Add +15.2% | 5,924 | $410K |
| Machina Capital S.A.S. | 0.06% | New | 5,918 | $409K |
| ProShare Advisors LLC | 0.00% | Reduce -2.0% | 5,803 | $402K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.1% | 5,800 | $401K |
| Shelton Capital Management | 0.01% | Reduce -2.6% | 5,773 | $399K |
| Smartleaf Asset Management LLC | 0.01% | No change | 5,688 | $395K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.6% | 5,680 | $393K |
| Brighton Jones LLC | 0.01% | Add +6.9% | 5,601 | $388K |
| Hantz Financial Services, Inc. | 0.01% | Add +30.4% | 5,587 | $387K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +4.4% | 5,582 | $386K |
| New Age Alpha Advisors, LLC | 0.02% | New | 5,459 | $378K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 5,280 | $365K |
| Fruth Investment Management | 0.09% | No change | 5,250 | $363K |
| Callan Family Office, LLC | 0.01% | Add +3.3% | 5,213 | $361K |
| Squire Investment Management Company, LLC | 0.09% | New | 5,157 | $357K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.4% | 5,137 | $355K |
| Essex LLC | 0.05% | Add +8.6% | 5,060 | $350K |
| Sippican Capital Advisors | 0.21% | No change | 5,050 | $349K |
| KBC Group NV | 0.00% | No change | 5,006 | $346K |
| TD Private Client Wealth LLC | 0.01% | No change | 4,879 | $338K |
| Modern Wealth Management, LLC | 0.00% | Add +2.5% | 4,788 | $331K |
| AlphaCore Capital LLC | 0.01% | New | 4,711 | $326K |
| Crewe Advisors LLC | 0.02% | Add +0.1% | 4,701 | $325K |
| Centaurus Financial, Inc. | 0.01% | Add +0.5% | 4,637 | $321K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.4% | 4,632 | $320K |
| CIBC Asset Management Inc | 0.00% | No change | 4,605 | $319K |
| Mirabella Financial Services LLP | 0.03% | Reduce -66.4% | 4,583 | $317K |
| Golden Road Advisors LLC | 0.15% | New | 4,546 | $315K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +1.0% | 4,543 | $314K |
| Haverford Trust Co | 0.00% | Reduce -6.4% | 4,514 | $312K |
| Nilsine Partners, LLC | 0.02% | No change | 4,476 | $310K |
| Impact Partnership Wealth, LLC | 0.03% | New | 4,460 | $309K |
| Wharton Business Group, LLC | 0.01% | No change | 4,460 | $309K |
| WJ Interests, LLC | 0.12% | No change | 4,439 | $307K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.2% | 4,408 | $305K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,396 | $304K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 4,313 | $298K |
| West Family Investments, Inc. | 0.09% | New | 4,305 | $298K |
| Profund Advisors LLC | 0.01% | Reduce -4.0% | 4,268 | $295K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -15.0% | 4,191 | $290K |
| M&T Bank Corp | 0.00% | Reduce -25.4% | 4,119 | $285K |
| Abel Hall, LLC | 0.05% | Add +0.4% | 4,115 | $285K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +3.6% | 4,078 | $282K |
| Praxis Investment Management Inc. | 0.01% | No change | 4,054 | $280K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +11.0% | 4,017 | $278K |
| Two Sigma Securities, LLC | 0.02% | New | 3,993 | $276K |
| Optas, LLC | 0.04% | Add +2.3% | 3,959 | $274K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,942 | $273K |
| Diversify Advisory Services, LLC | 0.00% | New | 3,957 | $271K |
| Diversify Wealth Management, LLC | 0.00% | Add +0.0% | 3,957 | $271K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -90.7% | 3,829 | $265K |
| Empowered Funds, LLC | 0.00% | Reduce -6.6% | 3,803 | $263K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -7.3% | 3,784 | $262K |
| Sigma Planning Corp | 0.01% | Reduce -6.3% | 3,756 | $260K |
| Shepherd Financial Partners LLC | 0.02% | Add +0.1% | 3,693 | $256K |
| nVerses Capital, LLC | 0.39% | Reduce -20.0% | 3,691 | $255K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +0.9% | 3,648 | $252K |
| Walker Asset Management, LLC | 0.13% | Add +0.7% | 3,645 | $252K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,592 | $249K |
| Fieldview Capital Management, LLC | 0.07% | Reduce -69.5% | 3,553 | $246K |
| Silvia McColl Wealth Management, LLC | 0.15% | No change | 3,524 | $244K |
| Westover Capital Advisors, LLC | 0.04% | No change | 3,500 | $242K |
| State of Wyoming | 0.02% | Reduce -55.1% | 3,495 | $242K |
| Astoria Portfolio Advisors LLC. | 0.04% | New | 3,472 | $240K |
| Narus Financial Partners, LLC | 0.06% | New | 3,452 | $239K |
| Hamilton Capital Partners Inc. | 0.01% | Add +5.0% | 3,436 | $238K |
| Mutual Advisors, LLC | 0.00% | New | 3,424 | $237K |
| Capital Investment Advisors, LLC | 0.00% | New | 3,415 | $236K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 3,406 | $236K |
| Paragon Capital Management Ltd | 0.04% | Reduce -17.0% | 3,401 | $235K |
| Pinkerton Wealth, LLC | 0.02% | Add +0.7% | 4,030 | $232K |
| Bessemer Group Inc. | 0.00% | Add +6.1% | 3,353 | $232K |
| Hirtle & Co., LLC | 0.01% | New | 3,336 | $231K |
| Arista Wealth Management, LLC | 0.02% | New | 3,320 | $230K |
| Mgo One Seven LLC | 0.00% | New | 3,308 | $229K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,249 | $225K |
| Everhart Financial Group, Inc. | 0.01% | New | 3,243 | $224K |
| IMC-Chicago, LLC | 0.00% | Reduce -78.4% | 3,243 | $224K |
| AlphaGrep UK Ltd | 0.07% | Reduce -22.0% | 3,210 | $222K |
| Centiva Capital, LP | 0.01% | Reduce -62.1% | 3,189 | $221K |
| IFP Advisors, Inc | 0.00% | Add +12.0% | 3,143 | $217K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.8% | 3,131 | $217K |
| Interchange Capital Partners, LLC | 0.04% | New | 3,094 | $214K |
| Up Strategic Wealth Investment Advisors LLC | 0.12% | New | 2,906 | $208K |
| Fortem Financial Group, LLC | 0.04% | New | 3,000 | $208K |
| Drive Wealth Management, LLC | 0.04% | Reduce -34.9% | 2,995 | $207K |
| Empirical Finance, LLC | 0.01% | New | 2,979 | $206K |
| Allworth Financial LP | 0.00% | Add +5.7% | 2,978 | $206K |
| Sage Rhino Capital LLC | 0.03% | New | 2,945 | $204K |
| Arlington Financial Advisors, LLC | 0.03% | New | 2,904 | $201K |
| Byrne Asset Management LLC | 0.09% | Reduce -15.2% | 2,398 | $166K |
| Atlas Capital Advisors Inc. | 0.02% | Add +235.6% | 2,302 | $159K |
| UMB Bank, n.a. | 0.00% | Reduce -2.0% | 2,031 | $141K |
| CX Institutional | 0.00% | Add +0.8% | 1,972 | $136K |
| Zions Bancorporation, National Association | 0.01% | Reduce -94.5% | 1,936 | $134K |
| Abound Wealth Management | 0.03% | No change | 1,934 | $134K |
| Peterson Wealth Services | 0.03% | Add +0.3% | 1,855 | $128K |
| Parkside Financial Bank & Trust | 0.01% | Add +19.2% | 1,633 | $113K |
| Lanark Financial, Inc. | 0.01% | No change | 1,590 | $110K |
| Steph & Co. | 0.03% | Add +25.4% | 1,552 | $107K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.8% | 1,519 | $105K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.4% | 1,496 | $104K |
| Uniplan Investment Counsel, Inc. | 0.01% | New | 1,363 | $94K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 1,336 | $92K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -28.4% | 1,310 | $91K |
| Employees Retirement System of Texas | 0.00% | No change | 1,211 | $84K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,174 | $81K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +1.5% | 1,148 | $79K |
| Millstone Evans Group, LLC | 0.04% | No change | 1,140 | $79K |
| Signaturefd, LLC | 0.00% | Reduce -9.8% | 1,018 | $70K |
| Kozak & Associates, Inc. | 0.01% | Add +0.7% | 989 | $70K |
| Assetmark, Inc. | 0.00% | Add +4.8% | 991 | $69K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +96.6% | 875 | $61K |
| American Capital Advisory, LLC | 0.02% | No change | 838 | $58K |
| Ameriflex Group, Inc. | 0.02% | Add +10.4% | 805 | $56K |
| Burnham & Co LLC | 0.04% | — | 800 | $55K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 790 | $55K |
| True Wealth Design, LLC | 0.01% | Add +106.6% | 781 | $54K |
| International Assets Investment Management, LLC | 0.00% | Add +0.7% | 722 | $51K |
| Deseret Mutual Benefit Administrators | 0.02% | Reduce -16.8% | 721 | $50K |
| V-Square Quantitative Management LLC | 0.00% | No change | 716 | $50K |
| Covestor Ltd | 0.03% | Add +10.4% | 691 | $48K |
| Quent Capital, LLC | 0.00% | Add +0.1% | 676 | $47K |
| Salomon & Ludwin, LLC | 0.00% | No change | 656 | $46K |
| Essential Partners LLC | 0.02% | Reduce -92.4% | 662 | $46K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.8% | 645 | $45K |
| Community Bank, N.A. | 0.00% | No change | 636 | $44K |
| Quarry LP | 0.01% | New | 589 | $41K |
| Bogart Wealth, LLC | 0.00% | No change | 574 | $40K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 543 | $38K |
| Mechanics Financial Corp | 0.01% | No change | 525 | $36K |
| Trust Co. of Vermont | 0.00% | — | 507 | $35K |
| Cromwell Holdings LLC | 0.02% | Add +4.0% | 491 | $34K |
| Southern Michigan Bank & Trust | 0.01% | No change | 475 | $33K |
| WPG Advisers, LLC | 0.02% | Add +17.7% | 426 | $29K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -98.3% | 422 | $29K |
| Elevation Wealth Partners, LLC | 0.01% | Add +528.8% | 415 | $29K |
| Independence Bank of Kentucky | 0.00% | No change | 400 | $28K |
| Albion Financial Group | 0.00% | No change | 395 | $27K |
| CENTRAL TRUST Co | 0.00% | Add +11.4% | 362 | $25K |
| Fortitude Family Office, LLC | 0.00% | Add +8.4% | 347 | $24K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 345 | $24K |
| Prosperity Bancshares Inc | 0.02% | No change | 335 | $23K |
| SJS Investment Consulting Inc. | 0.00% | Add +1.5% | 333 | $23K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 323 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 321 | $22K |
| MV Capital Management, Inc. | 0.00% | No change | 311 | $22K |
| Triumph Capital Management | 0.00% | No change | 300 | $21K |
| Danske Bank A/S | 0.00% | No change | 300 | $21K |
| Buck Wealth Strategies, LLC | 0.00% | New | 297 | $21K |
| Noble Wealth Management PBC | 0.01% | No change | 285 | $20K |
| Accordant Advisory Group Inc | 0.01% | No change | 271 | $19K |
| Rossby Financial, LCC | 0.00% | Add +79.9% | 268 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 265 | $18K |
| Fiduciary Financial Advisors | 0.00% | New | 246 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +0.8% | 238 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 221 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 208 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.4% | 183 | $13K |
| Valued Wealth Advisors LLC | 0.00% | Add +1.1% | 176 | $12K |
| Allied Private Wealth LLC | 0.01% | — | 175 | $12K |
| JPL Wealth Management, LLC | 0.00% | Reduce -5.5% | 171 | $12K |
| Torren Management, LLC | 0.01% | No change | 171 | $12K |
| Blueline Advisors LLC | 0.01% | New | 165 | $11K |
| Rogco, LP | 0.00% | No change | 160 | $11K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 150 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 150 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 144 | $10K |
| Highline Wealth Partners LLC | 0.00% | Add +67.1% | 137 | $9K |
| Manchester Capital Management LLC | 0.00% | No change | 136 | $9K |
| Huntington National Bank | 0.00% | Add +47.8% | 133 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +6.6% | 130 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.0% | 126 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 120 | $8K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 120 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.9% | 113 | $8K |
| MCF Advisors LLC | 0.00% | Add +0.9% | 106 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 100 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $7K |
| SouthState Bank Corp | 0.00% | No change | 95 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 92 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Add +4.6% | 91 | $6K |
| Grove Bank & Trust | 0.00% | No change | 86 | $6K |
| Leonteq Securities AG | 0.00% | Reduce -66.8% | 76 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 70 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 62 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 60 | $4K |
| Kilter Group LLC | 0.00% | Add +65.7% | 58 | $4K |
| Johnson Financial Group, Inc. | 0.00% | No change | 57 | $4K |
| Financial Consulate, Inc. | 0.00% | No change | 54 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +92.6% | 52 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 51 | $4K |
| SHP Wealth Management | 0.00% | Reduce -43.8% | 45 | $3K |
| Avion Wealth | 0.00% | No change | 53 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 43 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 40 | $3K |
| Mosley Wealth Management | 0.00% | No change | 40 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 39 | $3K |
| Toronto Dominion Bank | 0.00% | New | 38 | $3K |
| Burk Holdings LLC | 0.00% | No change | 35 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 35 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -20.5% | 31 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 29 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +4.0% | 26 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +47.1% | 25 | $2K |
| First Horizon Corp. | 0.00% | No change | 25 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 22 | $2K |
| Spire Wealth Management | 0.00% | No change | 22 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.5% | 21 | $1K |
| Stone House Investment Management, LLC | 0.00% | No change | 20 | $1K |
| Dunhill Financial, LLC | 0.00% | Reduce -9.5% | 19 | $1K |
| Planning Strategies Inc. | 0.00% | — | 19 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +128.6% | 16 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +25.0% | 15 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 22 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 11 | $762 |
| LRI Investments, LLC | 0.00% | New | 11 | $761 |
| North Star Investment Management Corp. | 0.00% | No change | 10 | $692 |
| Marshall Investment Management, LLC | 0.00% | New | 9 | $623 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 9 | $623 |
| NBT Bank, N.A. | 0.00% | No change | 8 | $554 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $415 |
| Activest Wealth Management | 0.00% | No change | 6 | $415 |
| DecisionPoint Financial, LLC | 0.00% | New | 5 | $354 |
| Westfuller Advisors, LLC | 0.00% | New | 5 | $346 |
| Valley National Advisers Inc. | 0.00% | New | 5 | $346 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $346 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 4 | $298 |
| Your Advocates Ltd., LLP | 0.00% | No change | 4 | $286 |
| Raffa Wealth Management, LLC | 0.00% | No change | 4 | $277 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $208 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3 | $208 |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -98.5% | 3 | $208 |
| Silicon Valley Capital Partners | 0.00% | No change | 2 | $140 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $139 |
| Bokf, NA | 0.00% | New | 2 | $138 |
| National Bank of Canada | 0.00% | No change | 2 | $138 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2 | $138 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $70 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $69 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 11 | $0 |
"% of holder's portfolio" is ZION's weight in each manager's 13F, not the share of Zions Bancorp NA the manager owns.