Zoom CommunicationsZM

13F holders, Q2 2024 (June 30)
657holders −15
82new positions
100sold out
12famous investors
$59.16avg. 13F price*

At the end of Q2 2024, 657 institutions reported holding Zoom Communications Inc. (ZM) in their 13F filings, down 15 from Q1 2024. 82 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock Inc. ($919.3M) and FMR LLC ($594.8M). 12 famous investors held it, including Cathie Wood (1.3% of ARK Investment Management's portfolio), Cliff Asness (0.5% of AQR Capital Management's portfolio) and Steve Cohen (0.4% of Point72 Asset Management's portfolio).

Company
Zoom Communications Inc.
Filed as
ZOOM VIDEO COMMUNICATIONS IN (Q2 2024)
CUSIP
98980L101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 672Q1 2024Q2 2024: 657Q2 2024Q3 2024: 668Q3 2024Q4 2024: 714Q4 2024Q1 2025: 713Q1 2025Q2 2025: 719Q2 2025Q3 2025: 753Q3 2025Q4 2025: 825Q4 2025Q1 2026: 820Q1 2026Q2 2026: 873Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions82$573.4M
Exits100$542.3M

All 13F filers, Q1 2024 → Q2 2024: 32,662,656 shares bought and 33,632,955 shares sold, net −970,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 657 holders

Vanguard Group Inc. 0.03% Add +1.6% 23,782,302 $1.4B
BlackRock Inc. 0.02% Add +2.4% 15,531,908 $919.3M
FMR LLC 0.04% Add +31.6% 10,049,491 $594.8M
State Street Corp. 0.02% Add +3.4% 5,971,734 $353.5M
Newlands Management Operations LLC 2.82% No change 5,785,588 $342.4M
AQR Capital Management 0.52% Add +78.5% 5,731,354 $337.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +0.9% 5,670,471 $335.6M
Pacer Advisors, Inc. 0.73% Add +96.7% 5,246,938 $310.6M
T. Rowe Price Investment Management, Inc. 0.19% New 5,176,343 $306.4M
Alyeska Investment Group, L.P. 1.69% Add +117.8% 4,919,345 $291.2M
Acadian Asset Management LLC 0.89% Add +60.9% 4,902,397 $290.2M
Geode Capital Management, LLC 0.02% Add +2.1% 4,410,917 $260.9M
Sumitomo Mitsui Trust Group, Inc. 0.16% Reduce -23.7% 3,737,342 $221.2M
Renaissance Technologies 0.35% Reduce -15.6% 3,455,848 $204.6M
Amova Asset Management Americas, Inc. 2.15% Reduce -27.0% 3,147,472 $186.2M
FIL Ltd 0.17% Add +0.2% 2,914,572 $172.5M
ARK Investment Management 1.32% Reduce -60.2% 2,522,025 $149.3M
Morgan Stanley 0.01% Reduce -18.6% 2,455,135 $145.3M
Point72 Asset Management 0.42% New 2,167,898 $128.3M
Northern Trust Corp. 0.02% Add +20.4% 1,825,152 $108.0M
KBC Group NV 0.32% Add +2.3% 1,802,808 $106.7M
First Trust Advisors LP 0.10% Reduce -8.4% 1,722,162 $101.9M
Legal & General Group Plc 0.03% Add +7.8% 1,696,462 $100.4M
Caisse de depot et placement du Quebec 0.22% Add +234.4% 1,548,498 $91.7M
Norges Bank 0.01% Reduce -8.9% 1,547,434 $91.6M
Dimensional Fund Advisors LP 0.02% Add +24.0% 1,365,705 $80.8M
Two Sigma Advisers, LP 0.17% Reduce -64.4% 1,319,900 $78.1M
Primecap Management Co. 0.05% Add +20.0% 1,280,525 $75.8M
Charles Schwab Investment Management Inc. 0.01% Add +5.5% 1,218,503 $72.1M
California Public Employees Retirement System 0.05% Add +164.9% 1,182,088 $70.0M
Comprehensive Financial Management LLC 2.44% No change 1,171,195 $69.3M
Robeco Institutional Asset Management B.V. 0.14% Add +86.7% 1,090,096 $64.5M
Bank of New York Mellon Corp 0.01% Add +2.9% 1,073,102 $63.5M
Millennium Management 0.05% Reduce -12.2% 1,051,424 $62.2M
Susquehanna International Group, LLP 0.10% Add +494.4% 955,755 $56.6M
Contrarius Investment Management Ltd 3.29% Reduce -21.3% 889,816 $52.7M
HSBC Holdings PLC 0.03% Add +14.1% 857,137 $50.7M
Ensign Peak Advisors, Inc 0.09% Reduce -26.1% 845,084 $50.0M
Bank of America Corp. 0.00% Reduce -34.9% 798,640 $47.3M
Deutsche Bank AG 0.02% Add +26.0% 758,403 $44.9M
Swiss National Bank 0.03% Reduce -0.0% 733,900 $43.4M
Invenomic Capital Management LP 2.26% Add +9.0% 733,265 $43.4M
Canada Pension Plan Investment Board 0.04% Add +0.8% 644,606 $38.2M
Retirement Systems of Alabama 0.14% Reduce -5.6% 610,422 $36.1M
Amundi 0.01% Reduce -46.0% 614,740 $36.0M
Prudential Financial Inc. 0.05% Add +171.2% 591,514 $35.0M
GMO 0.12% Add +21.2% 582,209 $34.5M
Qube Research & Technologies Ltd 0.06% Reduce -70.1% 580,527 $34.4M
Invesco Ltd. 0.01% Add +24.8% 568,312 $33.6M
UBS Group AG 0.01% Add +30.9% 553,949 $32.8M
Twinbeech Capital LP 0.64% New 549,540 $32.5M
Federated Hermes, Inc. 0.08% Add +7.8% 548,969 $32.5M
D. E. Shaw & Co. 0.05% Reduce -76.0% 548,731 $32.5M
Allianz Asset Management GmbH 0.05% Add +330.0% 547,358 $32.4M
DekaBank Deutsche Girozentrale 0.06% Add +4.3% 551,885 $32.2M
Assenagon Asset Management S.A. 0.08% Add +6.7% 542,091 $32.1M
Goldman Sachs Group Inc. 0.01% Reduce -22.9% 531,074 $31.4M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +135.7% 513,125 $30.4M
National Pension Service 0.03% Add +10.2% 503,499 $29.8M
Nuveen Asset Management, LLC 0.01% Reduce -9.2% 497,315 $29.4M
JPMorgan Chase & Co. 0.00% Reduce -69.7% 491,335 $29.1M
Russell Investments Group, Ltd. 0.04% Add +30.7% 471,924 $27.6M
TD Asset Management Inc 0.03% Add +643.3% 465,713 $27.6M
LSV Asset Management 0.06% New 437,122 $25.9M
Gilder Gagnon Howe & Co. LLC 0.32% Reduce -1.4% 432,606 $25.6M
Jane Street Group, LLC 0.03% Reduce -8.2% 418,007 $24.7M
Skandinaviska Enskilda Banken AB (publ) 0.12% Add +717.5% 412,595 $24.4M
Victory Capital Management Inc. 0.02% Add +53.7% 406,212 $24.0M
Optimus Prime Fund Management Co., Ltd. 2.78% No change 399,000 $23.6M
California State Teachers Retirement System 0.03% Reduce -1.0% 392,346 $23.2M
Citigroup Inc. 0.02% Reduce -30.5% 383,227 $22.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% — 345,099 $20.4M
Bank of Nova Scotia 0.04% Reduce -30.7% 338,860 $20.1M
CANADA LIFE ASSURANCE Co 0.04% Add +53.4% 316,134 $18.7M
Galvin, Gaustad & Stein, LLC 1.76% Reduce -5.1% 315,670 $18.7M
Wells Fargo & Company 0.00% Add +127.7% 312,948 $18.5M
Trexquant Investment LP 0.28% Add +45.5% 309,342 $18.3M
Rhumbline Advisers 0.02% Add +1.7% 300,495 $17.8M
Kettle Hill Capital Management, LLC 4.46% Reduce -16.8% 298,936 $17.7M
BNP Paribas Financial Markets 0.02% Reduce -20.9% 297,301 $17.6M
State Board of Administration of Florida Retirement System 0.03% Reduce -0.2% 288,093 $17.1M
Avory & Company, LLC 11.58% Add +5.4% 277,901 $16.4M
Storebrand Asset Management As 0.05% Add +7.5% 276,706 $16.4M
Barclays PLC 0.01% Reduce -17.0% 274,227 $16.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Add +18.5% 269,282 $15.9M
Monaco Asset Management SAM 7.91% Add +4.8% 267,140 $15.8M
Quinn Opportunity Partners LLC 1.80% Add +34.2% 262,694 $15.5M
APG Asset Management N.V. 0.03% Reduce -16.7% 278,371 $15.4M
Nordea Investment Management AB 0.02% Add +10.6% 254,011 $14.9M
Glenmede Trust Co. NA 0.08% Reduce -9.3% 250,558 $14.8M
Alliancebernstein L.P. 0.01% Add +8.5% 248,535 $14.7M
Andra AP-fonden 0.24% Add +78.0% 238,700 $14.1M
Distillate Capital Partners LLC 0.75% — 238,369 $14.1M
Ossiam 0.26% Add +0.0% 229,556 $13.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.39% Add +32.0% 221,065 $13.1M
Franklin Resources Inc. 0.00% Add +128.4% 215,945 $12.8M
Citadel Advisors 0.01% Reduce -68.8% 215,053 $12.7M
Teacher Retirement System of Texas 0.07% Add +2506.5% 213,759 $12.7M
Rockefeller Capital Management L.P. 0.04% Add +1875.8% 208,492 $12.3M
Martingale Asset Management L P 0.27% Add +21.2% 207,818 $12.3M
Illinois Municipal Retirement Fund 0.19% Add +106.1% 206,017 $12.2M
Korea Investment CORP 0.03% Reduce -35.5% 195,462 $11.6M
Handelsbanken Fonder AB 0.05% Reduce -19.5% 187,331 $11.1M
Mediolanum International Funds Ltd 0.17% Add +11.0% 187,793 $10.3M
Sei Investments Co. 0.01% Reduce -23.1% 172,480 $10.2M
New York State Common Retirement Fund 0.01% Reduce -2.6% 169,625 $10.0M
Allspring Global Investments Holdings, LLC 0.02% Add +702.0% 167,622 $9.9M
Royal Bank of Canada 0.00% Add +7.9% 166,016 $9.8M
T. Rowe Price Associates Inc. 0.00% Reduce -9.4% 165,944 $9.8M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 160,000 $9.5M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -8.8% 152,640 $9.0M
Capital Fund Management S.A. 0.10% Reduce -75.7% 151,252 $9.0M
Zacks Investment Management 0.10% Add +571.3% 149,646 $8.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +14.3% 148,246 $8.8M
Pinebridge Investments, L.P. 0.07% Reduce -24.7% 147,444 $8.7M
State of Michigan Retirement System 0.04% Add +22.7% 145,066 $8.6M
Stansberry Asset Management, LLC 1.19% New 143,974 $8.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +0.6% 139,926 $8.3M
Blair William & Co. 0.02% Reduce -9.5% 135,838 $8.0M
State of Wisconsin Investment Board 0.02% Add +0.6% 131,370 $7.8M
Gotham Asset Management 0.10% Add +21.6% 128,222 $7.6M
Empowered Funds, LLC 0.13% Add +17.4% 126,936 $7.5M
Engineers Gate Manager LP 0.17% Add +320.9% 125,933 $7.5M
Sandler Capital Management 1.44% Reduce -13.2% 123,807 $7.3M
Treasurer of the State of North Carolina 0.03% Add +6.4% 123,688 $7.3M
Danske Bank A/S 0.03% Reduce -11.0% 122,426 $7.2M
Gratus Capital, LLC 0.28% Add +3.5% 116,919 $6.9M
Tudor Investment Corporation 0.08% Reduce -69.3% 115,017 $6.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +737.1% 113,957 $6.7M
Sand Hill Global Advisors, LLC 0.30% New 111,128 $6.6M
Kerrisdale Advisers, LLC 1.93% Add +1.5% 104,029 $6.2M
IMC-Chicago, LLC 0.19% New 99,574 $5.9M
Easterly Investment Partners LLC 0.51% New 98,636 $5.8M
Teachers Retirement System of the State of Kentucky 0.05% No change 98,039 $5.8M
Royal London Asset Management Ltd. 0.01% Reduce -5.1% 96,751 $5.7M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -2.8% 96,300 $5.7M
Public Employees Retirement System of Ohio 0.02% Reduce -3.5% 96,098 $5.7M
Beacon Pointe Advisors, LLC 0.07% Reduce -16.4% 95,906 $5.7M
Pictet Asset Management Holding SA 0.01% Add +2.1% 94,897 $5.6M
Susquehanna Fundamental Investments, LLC 0.13% Reduce -61.4% 94,063 $5.6M
Dana Investment Advisors, Inc. 0.18% Add +62.5% 91,226 $5.4M
Lazard Asset Management LLC 0.01% Add +39.9% 90,350 $5.3M
State of New Jersey Common Pension Fund D 0.02% Reduce -34.1% 89,252 $5.3M
Asset Management One Co., Ltd. 0.02% Reduce -3.2% 87,311 $5.2M
Jacobs Levy Equity Management, Inc. 0.02% Add +2092.9% 87,057 $5.2M
Worldquant Millennium Advisors LLC 0.05% Reduce -76.7% 86,060 $5.1M
State of Alaska, Department of Revenue 0.06% Add +121.1% 85,640 $5.1M
Bridgewater Associates 0.03% New 84,212 $5.0M
Vinva Investment Management Ltd 0.25% Add +114.9% 84,818 $5.0M
GTS Securities LLC 0.10% Add +18.7% 82,995 $4.9M
LPL Financial LLC 0.00% Reduce -15.9% 79,228 $4.7M
Aberdeen Group plc 0.01% Reduce -16.5% 79,228 $4.7M
Lane Generational LLC 5.31% Add +73.9% 75,788 $4.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -54.8% 73,904 $4.4M
Resona Asset Management Co.,Ltd. 0.03% Reduce -6.4% 73,874 $4.4M
Harvey Capital Management Inc. 1.12% New 72,155 $4.3M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -0.9% 71,798 $4.3M
Walleye Capital LLC 0.05% Reduce -24.0% 71,308 $4.2M
American Century Companies Inc. 0.00% Add +8.8% 69,491 $4.1M
Bank Hapoalim BM 0.61% Reduce -10.5% 69,121 $4.1M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.05% — 69,000 $4.1M
Arizona State Retirement System 0.03% Add +1.0% 68,091 $4.0M
Transcend Capital Advisors, LLC 0.29% Reduce -22.7% 67,213 $4.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +6.4% 66,604 $3.9M
Nomura Asset Management Co. Ltd. 0.01% Add +6.1% 66,062 $3.9M
Cibc World Market Inc. 0.01% Add +11.8% 65,662 $3.9M
Hudson Capital Management LLC 1.34% Add +15.3% 64,886 $3.8M
Pearl River Capital, LLC 0.61% Reduce -12.1% 64,750 $3.8M
Sicart Associates LLC 1.34% Reduce -3.6% 59,081 $3.5M
USS Investment Management Ltd 0.03% Add +3.6% 57,436 $3.4M
Archon Capital Management LLC 3.87% Reduce -72.3% 56,300 $3.3M
Voya Investment Management LLC 0.00% Add +9.3% 55,932 $3.3M
Simplex Trading, LLC 0.11% New 55,793 $3.3M
AXA S.A. 0.01% Reduce -49.3% 55,688 $3.3M
Guggenheim Capital LLC 0.02% Add +86.5% 55,428 $3.3M
Ameriprise Financial Inc. 0.00% Add +162.8% 55,184 $3.3M
Wolverine Trading, LLC 0.05% Reduce -35.0% 53,854 $3.2M
Raymond James & Associates 0.00% Reduce -33.7% 52,706 $3.1M
Summit Global Investments 0.22% Reduce -12.4% 52,584 $3.1M
Eisler Capital (UK) Ltd. 1.00% Add +45.5% 51,762 $3.1M
IFM Investors Pty Ltd 0.03% Add +0.5% 50,758 $3.0M
Hohimer Wealth Management, LLC 0.68% Add +23.9% 49,278 $2.9M
Q Global Advisors, LLC 2.08% No change 49,119 $2.9M
Northstar Asset Management Inc. 0.74% Reduce -1.7% 49,079 $2.9M
Nomura Holdings Inc. 0.02% Add +845.6% 48,235 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +62.2% 47,470 $2.8M
OMERS ADMINISTRATION Corp 0.03% New 47,445 $2.8M
Neuberger Berman Group LLC 0.00% Reduce -34.7% 47,014 $2.8M
Nissay Asset Management Corp. /Japan 0.02% Add +11.3% 46,818 $2.8M
STRS Ohio 0.01% Add +9.8% 44,368 $2.6M
Diversified Trust Co. 0.07% Add +21.1% 44,107 $2.6M
Forsta Ap-Fonden 0.02% Reduce -12.7% 43,400 $2.6M
Leonteq Securities AG 0.35% Reduce -56.4% 43,092 $2.6M
Van Eck Associates Corp. 0.00% Reduce -38.8% 41,268 $2.4M
DNB Asset Management AS 0.01% Add +4.8% 41,219 $2.4M
Savant Capital, LLC 0.02% Reduce -21.4% 41,043 $2.4M
Evergreen Capital Management LLC 0.09% Add +1.5% 40,752 $2.4M
Utah Retirement Systems 0.03% Reduce -2.4% 40,632 $2.4M
Tredje AP-fonden 0.02% Reduce -1.5% 40,498 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -9.0% 40,197 $2.4M
Swedbank AB 0.00% Add +22.6% 39,378 $2.3M
Tidal Investments LLC 0.03% Add +14.5% 39,339 $2.3M
Centiva Capital, LP 0.11% Add +3.5% 38,706 $2.3M
Campbell & CO Investment Adviser LLC 0.19% Add +23.1% 37,518 $2.2M
Vontobel Holding Ltd. 0.01% Add +26.5% 37,158 $2.2M
Wellington Management Group LLP 0.00% Reduce -83.6% 36,843 $2.2M
Mackenzie Financial Corp. 0.00% Add +61.3% 35,778 $2.1M
Group One Trading LLC 0.07% Reduce -27.5% 35,494 $2.1M
Walleye Trading LLC 0.04% Add +35.3% 34,671 $2.1M
Dark Forest Capital Management LP 0.37% New 34,005 $2.0M
Rafferty Asset Management, LLC 0.01% Reduce -15.9% 33,942 $2.0M
Vestmark Advisory Solutions, Inc. 0.08% Reduce -78.6% 33,109 $2.0M
Landscape Capital Management, L.L.C. 0.16% New 32,661 $1.9M
Nisa Investment Advisors, LLC 0.01% Add +1820.5% 32,649 $1.9M
Quantinno Capital Management LP 0.03% Add +43.1% 32,598 $1.9M
Macquarie Group Ltd. 0.00% Reduce -5.4% 31,679 $1.9M
Bank of Montreal 0.00% Reduce -94.8% 30,405 $1.9M
Hussman Strategic Advisors, Inc. 0.51% New 31,500 $1.9M
Twin Tree Management, LP 0.05% Reduce -80.6% 31,039 $1.8M
Lecap Asset Management Ltd. 0.39% Reduce -56.3% 30,541 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -33.4% 30,311 $1.8M
DCF Advisers, LLC 0.95% New 30,000 $1.8M
Creative Planning 0.00% Reduce -9.7% 29,126 $1.7M
Marex Group Ltd 0.05% Reduce -11.3% 28,843 $1.7M
Cornercap Investment Counsel Inc. 0.28% Reduce -1.7% 28,816 $1.7M
Blackhawk Capital Partners, LLC 1.03% Add +0.4% 28,809 $1.7M
Qsemble Capital Management, LP 0.32% Add +29.2% 28,285 $1.7M
Apella Capital, LLC 0.07% Add +0.0% 29,107 $1.7M
Sherbrooke Park Advisers LLC 0.29% Reduce -6.8% 27,557 $1.6M
Arkadios Wealth Advisors 0.11% Reduce -4.3% 26,714 $1.6M
Mizuho Markets Cayman LP 7.16% Reduce -25.6% 26,142 $1.5M
HERALD INVESTMENT MANAGEMENT Ltd 0.25% No change 25,910 $1.5M
Maverick Capital 0.03% New 25,629 $1.5M
Cerity Partners LLC 0.00% Reduce -18.2% 25,410 $1.5M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.9% 25,383 $1.5M
Heron Bay Capital Management 0.32% New 25,248 $1.5M
XTX Topco Ltd 0.13% New 25,154 $1.5M
Focus Partners Wealth 0.01% Add +0.6% 24,908 $1.5M
Neo Ivy Capital Management 0.29% — 24,684 $1.5M
Verition Fund Management LLC 0.01% Reduce -51.2% 24,504 $1.5M
Toronto Dominion Bank 0.00% Reduce -2.5% 24,197 $1.4M
Bellecapital International Ltd. 0.31% Add +89.2% 24,113 $1.4M
Ieq Capital, LLC 0.02% Add +6.4% 24,084 $1.4M
Schroder Investment Management Group 0.00% Add +42.3% 24,030 $1.4M
Janus Henderson Group PLC 0.00% Reduce -5.3% 23,887 $1.4M
New York State Teachers Retirement System 0.00% Add +2.4% 23,831 $1.4M
Versor Investments LP 0.26% Reduce -18.9% 23,734 $1.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Add +47.1% 23,925 $1.4M
CTC LLC 0.10% New 23,508 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -3.6% 23,365 $1.4M
Baader Bank Aktiengesellschaft 0.11% Add +0.8% 23,189 $1.4M
Strategic Global Advisors, LLC 0.28% Add +2.0% 23,018 $1.4M
Balyasny Asset Management L.P. 0.00% Add +52.9% 22,848 $1.4M
Alps Advisors Inc. 0.01% Add +3.1% 22,771 $1.3M
Elo Mutual Pension Insurance Co 0.03% Add +1.6% 22,745 $1.3M
Abacus FCF Advisors LLC 0.32% Add +41.2% 22,038 $1.3M
Man Group plc 0.00% Reduce -93.1% 21,824 $1.3M
Daiwa Securities Group Inc. 0.01% Add +2.5% 21,313 $1.3M
Xponance LLC 0.01% Reduce -0.8% 20,740 $1.2M
Vident Advisory, LLC 0.03% Reduce -15.1% 20,295 $1.2M
Aviva PLC 0.00% Add +5.6% 20,052 $1.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +6.1% 20,037 $1.2M
Caas Capital Management LP 2.22% New 19,917 $1.2M
Maryland State Retirement & Pension System 0.02% No change 19,787 $1.2M
Gulf International Bank (UK) Ltd 0.03% No change 19,635 $1.2M
Cresset Asset Management, LLC 0.00% Reduce -16.1% 19,057 $1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +0.1% 18,963 $1.1M
ArrowMark Colorado Holdings LLC 0.01% Reduce -24.4% 18,900 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -95.7% 19,036 $1.1M
Principal Financial Group Inc. 0.00% Reduce -14.9% 18,547 $1.1M
Polianta Ltd 0.54% No change 18,100 $1.1M
Edgestream Partners, L.P. 0.05% New 17,742 $1.1M
Ostrum Asset Management 0.09% Reduce -7.2% 17,406 $1.0M
MBB Public Markets I LLC 0.02% New 17,088 $1.0M
Westpac Banking Corp. 0.08% Add +55.5% 16,857 $998K
Harrington Investments, INC 0.56% Add +4.2% 16,590 $982K
Basepoint Wealth LLC 0.77% Reduce -0.5% 16,467 $975K
Perpetual Ltd 0.01% Add +59.9% 16,068 $951K
Accurate Wealth Management, LLC 0.23% Add +43.4% 16,165 $943K
Profund Advisors LLC 0.03% Reduce -29.1% 15,830 $937K
Janney Montgomery Scott LLC 0.00% Add +68.0% 15,795 $935K
Baker Avenue Asset Management, LP 0.03% New 15,703 $929K
Los Angeles Capital Management LLC 0.00% Reduce -92.4% 15,533 $919K
Prospect Capital Advisors, LLC 0.39% New 15,450 $914K
Intech Investment Management LLC 0.01% Add +62.6% 15,295 $905K
Stifel Financial Corp. 0.00% Reduce -26.6% 15,062 $892K
Gifford Fong Associates 0.24% No change 15,000 $888K
Achmea Investment Management B.V. 0.02% Reduce -27.9% 14,825 $878K
SG Americas Securities, LLC 0.01% Reduce -95.9% 14,527 $860K
Oxford Asset Management LLP 0.83% Add +201.5% 14,038 $831K
Altshuler Shaham Ltd 0.03% Add +366.7% 14,000 $829K
Credit Agricole S A 0.01% Add +67.8% 13,958 $826K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -19.1% 13,764 $815K
Gateway Investment Advisers LLC 0.01% Reduce -54.0% 13,692 $810K
Amalgamated Bank 0.01% Reduce -11.7% 13,655 $808K
Aigen Investment Management, LP 0.16% New 13,544 $802K
Ameritas Advisory Services, LLC 0.03% Add +7.5% 13,493 $799K
Manufacturers Life Insurance Company, The 0.00% Add +1.7% 13,411 $794K
Cibc World Markets Corp. 0.01% Reduce -58.1% 13,366 $791K
Sanctuary Advisors, LLC 0.01% — 12,306 $763K
Sender Co & Partners, Inc. 0.87% New 12,734 $754K
Private Advisor Group, LLC 0.01% Reduce -7.2% 12,526 $741K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% Reduce -54.5% 12,500 $740K
Mariner, LLC 0.00% Add +9.8% 12,424 $735K
Cetera Investment Advisers 0.00% Reduce -19.9% 12,353 $731K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -3.4% 12,154 $719K
Motley Fool Asset Management LLC 0.05% Add +32.5% 12,017 $712K
Investment Management Corp of Ontario 0.02% Add +16.5% 12,006 $711K
Axiom Advisory, LLC 0.01% New 11,529 $708K
M&T Bank Corp 0.00% Reduce -2.3% 11,489 $680K
HighTower Advisors, LLC 0.00% Reduce -89.7% 11,479 $678K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 11,311 $669K
Panagora Asset Management Inc. 0.00% Reduce -30.6% 11,128 $659K
Corient Private Wealth LP 0.00% Add +46.5% 10,735 $635K
Vanguard Personalized Indexing Management, LLC 0.01% Add +40.7% 10,213 $591K
Federation des caisses Desjardins du Quebec 0.00% Reduce -49.2% 9,938 $588K
Intellectus Partners, LLC 0.16% Reduce -16.4% 9,910 $587K
GraniteShares Advisors LLC 0.19% Add +18.9% 9,815 $581K
CastleKnight Management LP 0.08% No change 9,400 $556K
Claret Asset Management Corp 0.10% Add +16.8% 9,390 $556K
Wynn Capital, LLC 0.41% Add +4.7% 9,294 $550K
MML Investors Services, LLC 0.00% Reduce -1.2% 9,263 $548K
Kestra Advisory Services, LLC 0.00% Reduce -31.5% 9,252 $548K
Oppenheimer & Co. Inc. 0.01% Reduce -10.0% 9,225 $546K
Arnhold LLC 0.06% New 9,000 $533K
Virtu Financial LLC 0.04% Add +75.4% 8,904 $527K
Verus Capital Partners, LLC 0.05% Add +24.2% 8,895 $526K
Algert Global LLC 0.02% New 8,890 $526K
Mission Wealth Management, LP 0.01% Reduce -30.8% 8,871 $525K
Hillsdale Investment Management Inc. 0.04% Add +11.3% 8,870 $525K
Thrive Capital Management, LLC 0.24% New 8,713 $516K
CIBC Asset Management Inc 0.00% Add +19.6% 8,641 $511K
Lyell Wealth Management, LP 0.05% Reduce -1.0% 8,421 $498K
Plato Investment Management Ltd 0.05% No change 8,389 $497K
Ethic Inc. 0.01% Reduce -36.4% 8,355 $495K
Cwm, LLC 0.00% Add +6.0% 8,304 $492K
Oak Thistle LLC 0.36% Add +93.1% 8,084 $478K
Cantor Fitzgerald, L. P. 0.10% Add +6.0% 8,016 $474K
Optiver Holding B.V. 0.01% Reduce -76.2% 7,885 $467K
Bristlecone Advisors, LLC 0.04% Add +0.3% 7,875 $466K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 7,825 $463K
Hunting Hill Global Capital, LLC 0.22% No change 7,607 $450K
Knowledge Leaders Capital, LLC 1.05% Reduce -4.9% 7,510 $445K
Maven Securities LTD 0.07% Reduce -13.7% 7,486 $443K
International Assets Investment Management, LLC 0.04% Reduce -2.5% 7,446 $441K
Adero Partners, LLC 0.03% Add +1.9% 7,382 $437K
Applied Finance Capital Management, LLC 0.02% New 7,209 $427K
AlphaQuest LLC 0.06% Reduce -47.2% 7,185 $425K
Itau Unibanco Holding S.A. 0.02% Add +18.3% 6,990 $414K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.4% 6,990 $414K
QRG Capital Management, Inc. 0.00% Reduce -26.4% 6,962 $412K
Boothbay Fund Management, LLC 0.01% Add +48.7% 6,946 $411K
SteelPeak Wealth, LLC 0.02% Reduce -56.2% 6,937 $411K
Mercer Global Advisors Inc. 0.00% Reduce -14.9% 5,432 $409K
Concourse Financial Group Securities, Inc. 0.03% Add +35.3% 6,835 $405K
Clarity Capital Partners LLC 0.25% Reduce -11.9% 6,785 $402K
Captrust Financial Advisors 0.00% Add +63.4% 6,777 $401K
Tower Research Capital LLC (TRC) 0.01% Add +831.5% 6,735 $399K
IHT Wealth Management, LLC 0.01% Add +6.2% 6,716 $397K
Pathstone Holdings, LLC 0.00% Add +37.7% 6,598 $391K
Bridgefront Capital, LLC 0.16% New 6,496 $384K
CreativeOne Wealth, LLC 0.02% New 6,425 $380K
Occudo Quantitative Strategies LP 0.07% Add +93.5% 6,348 $376K
B. Metzler seel. Sohn & Co. AG 0.00% Add +5.4% 6,348 $376K
Avantax Advisory Services, Inc. 0.00% Add +2.8% 6,294 $373K
Annex Advisory Services, LLC 0.01% No change 6,285 $372K
Atom Investors LP 0.04% Reduce -71.6% 6,219 $368K
Prelude Capital Management, LLC 0.03% Reduce -13.9% 6,145 $364K
UniSuper Management Pty Ltd 0.00% Add +71.4% 6,000 $355K
NewEdge Advisors, LLC 0.00% Reduce -32.5% 5,976 $354K
Helios Capital Management Pte. Ltd. 0.23% No change 5,900 $349K
Sciencast Management LP 0.12% Reduce -63.1% 5,681 $336K
WealthPlan Investment Management, LLC 0.05% Reduce -10.2% 5,573 $330K
Cowa, LLC 0.17% Reduce -12.9% 5,465 $323K
Avestar Capital, LLC 0.04% New 5,419 $321K
Alpine Global Management, LLC 0.06% New 5,381 $319K
Vestcor Inc 0.01% No change 5,220 $309K
Merit Financial Group, LLC 0.01% Add +19.9% 5,198 $308K
Synergy Financial Group, LTD 0.32% Add +8.0% 5,174 $306K
Compound Planning, Inc. 0.02% Add +7.0% 5,164 $306K
Jackson Creek Investment Advisors LLC 0.11% Add +51.5% 5,079 $301K
Truist Financial Corp. 0.00% New 5,001 $296K
Concentrum Wealth Management 0.12% Reduce -0.0% 4,942 $293K
Laurion Capital Management LP 0.01% New 4,920 $291K
Privium Fund Management B.V. 0.08% New 4,915 $287K
Integrated Wealth Concepts LLC 0.00% Add +0.6% 4,816 $285K
Freedom Investment Management, Inc. 0.02% New 4,765 $282K
Midwest Financial Group LLC 0.18% Reduce -6.3% 4,720 $279K
McAdam, LLC 0.02% New 4,594 $272K
Donoghue Forlines LLC 0.08% Add +3.3% 4,517 $267K
Prairie Wealth Advisors, Inc. 0.14% Reduce -6.7% 4,504 $267K
PNC Financial Services Group, Inc. 0.00% Add +10.5% 4,483 $265K
Flagship Harbor Advisors, LLC 0.02% Reduce -10.2% 4,481 $265K
MetLife Investment Management, LLC 0.00% Reduce -11.2% 4,465 $264K
Excalibur Management Corp. 0.10% Add +5.6% 4,344 $257K
Banque Cantonale Vaudoise 0.01% Add +19.5% 4,297 $254K
Olympiad Research LP 0.18% New 4,208 $249K
Royal Fund Management, LLC 0.03% Reduce -90.8% 4,200 $249K
Menard Financial Group LLC 0.18% New 4,165 $247K
PEAK6 Investments LLC 0.01% Reduce -93.8% 4,115 $244K
One Day In July LLC 0.03% No change 4,020 $238K
Garden State Investment Advisory Services LLC 0.08% Reduce -43.5% 4,014 $238K
CSS LLC 0.05% New 4,000 $237K
Legacy Financial Advisors, Inc. 0.04% No change 4,000 $237K
Wedbush Securities Inc. 0.01% Reduce -34.3% 3,850 $228K
Covestor Ltd 0.15% Add +88.9% 3,795 $225K
Metis Global Partners, LLC 0.01% Add +9.9% 3,779 $224K
Everhart Financial Group, Inc. 0.06% New 3,703 $219K
Swiss Life Asset Management Ltd 0.00% Reduce -25.0% 3,636 $215K
Yousif Capital Management, LLC 0.00% Add +9.1% 3,627 $215K
Vectors Research Management, LLC 0.07% Reduce -0.2% 3,613 $214K
Meridian Wealth Management, LLC 0.03% New 3,563 $211K
Stratos Wealth Partners, LTD. 0.00% Reduce -4.5% 3,563 $211K
Prudential PLC 0.00% New 3,562 $211K
Ibex Investors LLC 0.21% New 3,500 $207K
Americana Partners, LLC 0.02% Reduce -8.4% 3,495 $207K
Independent Advisor Alliance 0.01% Reduce -7.4% 3,445 $204K
National Philanthropic Trust 0.00% No change 3,422 $203K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 3,413 $202K
Two Sigma Investments, LP 0.00% Reduce -99.9% 3,406 $202K
Kapitalo Investimentos Ltda 0.06% New 3,385 $200K
Choreo, LLC 0.00% New 3,382 $200K
Rakuten Investment Management, Inc. 0.00% Add +60.7% 3,409 $199K
Signaturefd, LLC 0.00% Reduce -13.0% 3,056 $181K
Mizuho Securities Co. Ltd. 0.42% Add +948.3% 3,040 $180K
Picton Mahoney Asset Management 0.01% New 2,669 $158K
Comerica Bank 0.00% Reduce -47.4% 2,610 $154K
Blue Trust, Inc. 0.00% Add +961.1% 2,345 $153K
Farther Finance Advisors, LLC 0.01% Add +1519.6% 2,559 $152K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -25.2% 2,467 $144K
FNY Investment Advisers, LLC 0.09% New 2,266 $134K
US Bancorp \de 0.00% Add +14.0% 2,234 $132K
State of Wyoming 0.02% New 2,104 $125K
Harbour Investments, Inc. 0.00% Reduce -3.7% 2,038 $121K
National Bank of Canada 0.00% Reduce -95.1% 2,010 $119K
Voisard Asset Management Group, Inc. 0.06% New 2,000 $118K
Wiser Advisor Group LLC 0.18% New 1,965 $116K
Corebridge Financial, Inc. 0.00% — 1,915 $113K
Quarry LP 0.05% Add +72.9% 1,798 $106K
EverSource Wealth Advisors, LLC 0.01% Add +69.7% 1,685 $102K
Clearstead Advisors, LLC 0.00% Add +1679.8% 1,584 $94K
Ceeto Capital Group, LLC 0.03% No change 1,450 $86K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.1% 1,391 $82K
Arax Advisory Partners 0.01% New 1,369 $81K
Ancora Advisors LLC 0.00% Reduce -10.0% 1,326 $78K
Belmont Capital, LLC 0.01% No change 1,306 $77K
Penserra Capital Management LLC 0.00% Add +4.8% 1,235 $73K
NFSG Corp 0.03% Reduce -7.0% 1,204 $71K
Castleview Partners, LLC 0.04% Reduce -69.3% 1,173 $69K
Caz Investments LP 0.09% No change 1,000 $59K
HighMark Wealth Management LLC 0.03% No change 972 $58K
Versant Capital Management, Inc 0.01% Add +1257.8% 964 $57K
Edmond DE Rothschild Holding S.A. 0.00% No change 910 $54K
CIBC Private Wealth Group LLC 0.00% Reduce -24.4% 884 $51K
Rakuten Securities, Inc. 0.02% Add +52.6% 835 $49K
Alta Advisers Ltd 0.02% No change 800 $47K
One River Asset Management, LLC 0.02% New 769 $46K
Balefire, LLC 0.02% Reduce -95.9% 764 $45K
CI Investments Inc. 0.00% Reduce -40.3% 761 $45K
Front Row Advisors LLC 0.02% No change 751 $44K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 704 $42K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 696 $41K
HM Payson & Co. 0.00% Add +1.0% 681 $40K
Huntington National Bank 0.00% Reduce -12.8% 648 $38K
Planning Capital Management Corp 0.03% No change 634 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 600 $36K
Innealta Capital, LLC 0.01% New 552 $33K
IFP Advisors, Inc 0.00% Add +18.3% 544 $32K
GAMMA Investing LLC 0.00% Add +26.2% 539 $32K
Larson Financial Group LLC 0.00% Reduce -73.1% 521 $31K
Parallel Advisors, LLC 0.00% Reduce -2.5% 513 $30K
Venturi Wealth Management, LLC 0.00% Add +39.3% 489 $29K
Financial Perspectives, Inc 0.01% No change 476 $28K
Principal Securities, Inc. 0.00% Add +12.6% 473 $28K
Frazier Financial Advisors, LLC 0.02% No change 442 $26K
Raleigh Capital Management Inc. 0.01% Add +332.7% 437 $26K
PFS Partners, LLC 0.02% Add +13.3% 425 $25K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +7.7% 418 $25K
TD Waterhouse Canada Inc. 0.00% Add +32.6% 415 $25K
Allworth Financial LP 0.00% Reduce -32.7% 411 $24K
CoreCap Advisors, LLC 0.00% Reduce -48.4% 409 $24K
nVerses Capital, LLC 0.01% No change 400 $24K
Compagnie Lombard Odier SCmA 0.00% Reduce -42.9% 400 $24K
CNB Bank 0.01% Reduce -27.6% 390 $23K
Hexagon Capital Partners LLC 0.00% Add +71.5% 343 $20K
Trust Co. of Vermont 0.00% Reduce -24.2% 313 $19K
Heritage Wealth Advisors 0.00% No change 300 $18K
Twin Lakes Capital Management, LLC 0.01% No change 298 $18K
Brown, Lisle/Cummings, Inc. 0.01% Add +32.0% 297 $18K
UMB Bank, n.a. 0.00% Reduce -9.9% 292 $17K
Colonial Trust Advisors 0.00% No change 290 $17K
Fred Alger Management, LLC 0.00% No change 283 $17K
Lindbrook Capital, LLC 0.00% Reduce -56.6% 265 $16K
Bellevue Asset Management, LLC 0.01% No change 260 $15K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -24.1% 259 $15K
Global Retirement Partners, LLC 0.00% Reduce -3.5% 251 $15K
Optimum Investment Advisors 0.01% No change 250 $15K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $14K
Quadrant Capital Group LLC 0.00% Reduce -36.9% 236 $14K
WealthCollab, LLC 0.01% Add +87.2% 234 $14K
Natixis 0.00% Reduce -99.8% 229 $14K
Mather Group, Llc. 0.00% Add +178.4% 206 $13K
Great Lakes Retirement, Inc. 0.00% New 224 $13K
Sound Income Strategies, LLC 0.00% No change 211 $12K
ORG Partners LLC 0.00% New 202 $12K
GPS Wealth Strategies Group, LLC 0.00% Reduce -17.6% 201 $12K
Chris Bulman Inc 0.01% — 200 $12K
SWAN Capital LLC 0.01% New 200 $12K
Catalyst Funds Management Pty Ltd 0.00% Reduce -99.5% 200 $12K
Toth Financial Advisory Corp. 0.00% No change 200 $12K
Global X Japan Co., Ltd. 0.00% Reduce -59.8% 196 $12K
Private Trust Co. NA 0.00% Add +80.4% 193 $11K
Hilltop National Bank 0.00% No change 190 $11K
Parkside Financial Bank & Trust 0.00% Add +30.7% 183 $11K
Highline Wealth Partners LLC 0.00% No change 175 $10K
Rise Advisors, LLC 0.01% Reduce -6.0% 174 $10K
JFS Wealth Advisors, LLC 0.00% Add +58.3% 163 $10K
Allianz SE 0.00% Add +5.3% 158 $9K
Benjamin Edwards Inc. 0.00% Reduce -27.4% 159 $9K
Beaird Harris Wealth Management, LLC 0.00% New 151 $9K
VitalStone Financial, LLC 0.01% Add +13500.0% 136 $8K
Naples Money Management LLC 0.01% No change 125 $7K
Main Street Group, LTD 0.00% No change 125 $7K
Sunbelt Securities, Inc. 0.00% No change 123 $7K
Syntax Research, Inc. 0.01% No change 119 $7K
Clean Yield Group 0.00% No change 115 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 110 $7K
City State Bank 0.00% No change 105 $6K
MassMutual Private Wealth & Trust, FSB 0.00% Add +100.0% 102 $6K
CKW Financial Group 0.00% No change 100 $6K
Stephens Consulting, LLC 0.00% No change 101 $6K
Westside Investment Management, Inc. 0.00% Reduce -12.3% 100 $6K
Sanctuary Wealth Management, L.L.C. 0.00% No change 100 $6K
Investment Research & Advisory Group, Inc. 0.00% No change 100 $6K
Global Financial Private Client, LLC 0.00% No change 100 $6K
Towne Trust Company, N.A 0.00% No change 100 $6K
Prestige Wealth Management Group LLC 0.00% No change 100 $6K
Spectrum Wealth Counsel, LLC 0.00% No change 100 $6K
PSI Advisors, LLC 0.00% No change 96 $6K
Rosenberg Matthew Hamilton 0.00% Reduce -39.6% 93 $6K
Opal Wealth Advisors, LLC 0.00% Add +9.5% 92 $5K
Mascoma Wealth Management LLC 0.00% No change 92 $5K
Tyler-Stone Wealth Management 0.00% No change 88 $5K
WR Wealth Planners, LLC 0.00% No change 87 $5K
REAP Financial Group, LLC 0.00% Reduce -66.5% 86 $5K
LRI Investments, LLC 0.00% No change 82 $5K
Avior Wealth Management, LLC 0.00% Reduce -13.8% 81 $5K
Cypress Capital, LLC 0.00% New 80 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -10.5% 77 $5K
First Horizon Advisors, Inc. 0.00% Reduce -91.8% 76 $4K
Bank & Trust Co 0.00% — 71 $4K
DecisionPoint Financial, LLC 0.00% No change 68 $4K
Smartleaf Asset Management LLC 0.00% Add +378.6% 67 $4K
Activest Wealth Management 0.00% No change 66 $4K
Abound Wealth Management 0.00% Reduce -1.5% 65 $4K
Manchester Capital Management LLC 0.00% No change 60 $4K
Princeton Global Asset Management LLC 0.00% No change 60 $4K
WFA Asset Management Corp 0.00% New 57 $3K
Glen Eagle Advisors, LLC 0.00% No change 55 $3K
RFP Financial Group LLC 0.00% Add +22.7% 54 $3K
Bell Investment Advisors, Inc 0.00% Reduce -11.7% 53 $3K
Harbor Investment Advisory, LLC 0.00% Add +8.3% 52 $3K
Salem Investment Counselors Inc. 0.00% Reduce -16.1% 52 $3K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -19.7% 61 $3K
Bessemer Group Inc. 0.00% No change 63 $3K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -2.3% 43 $3K
Caldwell Sutter Capital, Inc. 0.00% New 50 $3K
Bfsg, LLC 0.00% No change 50 $3K
Ameritas Investment Partners, Inc. 0.00% No change 50 $3K
Whittier Trust Co. 0.00% Reduce -60.0% 50 $3K
Creative Financial Designs Inc. 0.00% No change 48 $3K
Fairfield Financial Advisors, LTD 0.00% — 45 $3K
McIlrath & Eck, LLC 0.00% Reduce -18.2% 45 $3K
Sandy Spring Bank 0.00% Reduce -46.1% 42 $2K
FinTrust Capital Advisors, LLC 0.00% Add +36.7% 41 $2K
Key Financial Inc 0.00% No change 40 $2K
Concord Wealth Partners 0.00% No change 40 $2K
TFC Financial Management, Inc. 0.00% Reduce -79.1% 40 $2K
Sachetta, LLC 0.00% No change 38 $2K
Wetzel Investment Advisors, Inc. 0.00% No change 35 $2K
Continuum Advisory, LLC 0.00% Reduce -90.2% 36 $2K
Tradewinds Capital Management, LLC 0.00% No change 35 $2K
EdgeRock Capital LLC 0.00% New 35 $2K
Register Financial Advisors LLC 0.00% No change 34 $2K
Quent Capital, LLC 0.00% No change 34 $2K
Avion Wealth 0.00% Add +48.5% 49 $2K
Lanark Financial, Inc. 0.00% No change 50 $2K
C M Bidwell & Associates Ltd. 0.00% No change 32 $2K
West Paces Advisors Inc. 0.00% No change 32 $2K
CVA Family Office, LLC 0.00% Add +100.0% 32 $2K
Zions Bancorporation, N.A. 0.00% Reduce -46.7% 32 $2K
Cullen/Frost Bankers, Inc. 0.00% New 32 $2K
Silicon Valley Capital Partners 0.00% No change 31 $2K
Eagle Bay Advisors LLC 0.00% No change 30 $2K
MUFG Securities EMEA plc 0.00% Reduce -99.7% 30 $2K
Macroview Investment Management LLC 0.00% No change 29 $2K
Riggs Asset Managment Co. Inc. 0.00% Add +400.0% 25 $1K
Anchor Investment Management, LLC 0.00% Reduce -3.9% 25 $1K
North Star Investment Management Corp. 0.00% Reduce -3.9% 25 $1K
American Capital Advisory, LLC 0.00% Reduce -20.0% 20 $1K
Park Place Capital Corp 0.00% New 24 $1K
SJS Investment Consulting Inc. 0.00% Add +100.0% 24 $1K
Asset Dedication, LLC 0.00% No change 23 $1K
Indiana Trust & Investment Management Co 0.00% No change 23 $1K
Farmers & Merchants Investments Inc. 0.00% New 23 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +144.4% 22 $1K
Tanglewood Legacy Advisors, LLC 0.00% No change 20 $1K
Ashton Thomas Private Wealth, LLC 0.00% New 20 $1K
Field & Main Bank 0.00% No change 20 $1K
AdvisorNet Financial, Inc 0.00% No change 19 $1K
Unique Wealth Strategies, LLC 0.00% New 17 $1K
Raffa Wealth Management, LLC 0.00% No change 18 $1K
Center for Financial Planning, Inc. 0.00% No change 17 $1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 17 $1K
Valley National Advisers Inc. 0.00% Reduce -55.6% 20 $1K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -93.1% 22 $1K
Capital Analysts, LLC 0.00% No change 22 $1K
Archer Investment Corp 0.00% Reduce -50.0% 15 $888
Beacon Capital Management, LLC 0.00% No change 15 $888
Cape Investment Advisory, Inc. 0.00% No change 14 $829
SOA Wealth Advisors, LLC. 0.00% No change 14 $829
Bear Mountain Capital, Inc. 0.00% Reduce -81.1% 14 $806
Fifth Third Bancorp 0.00% Reduce -13.3% 13 $769
DT Investment Partners, LLC 0.00% No change 12 $711
True Wealth Design, LLC 0.00% Add +175.0% 11 $652
PayPay Securities Corp 0.05% Reduce -77.5% 11 $651
Signature Resources Capital Management, LLC 0.00% No change 10 $592
Chelsea Counsel Co. 0.00% No change 10 $592
Hartford Financial Management Inc. 0.00% No change 10 $592
Hoey Investments, Inc. 0.00% New 10 $592
Pacific Capital Wealth Advisors, Inc. 0.00% New 10 $592
MCF Advisors LLC 0.00% No change 10 $592
MV Capital Management, Inc. 0.00% Reduce -57.1% 9 $533
Baldwin Wealth Partners LLC 0.00% New 7 $414
Crewe Advisors LLC 0.00% No change 6 $356
Scarborough Advisors, LLC 0.00% No change 6 $355
Plante Moran Financial Advisors, LLC 0.00% No change 6 $355
Wolff Wiese Magana LLC 0.00% No change 5 $296
Financial Avengers, Inc. 0.00% No change 5 $296
Abich Financial Wealth Management LLC 0.00% New 5 $296
Duncker Streett & Co. Inc. 0.00% New 5 $296
West Branch Capital LLC 0.00% No change 5 $296
Glass Jacobson Investment Advisors llc 0.00% No change 5 $296
Kimelman & Baird, LLC 0.00% — 5 $296
Rothschild Investment LLC 0.00% No change 4 $237
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -50.0% 4 $237
Lam Group, Inc. 0.00% New 3 $178
Atticus Wealth Management, LLC 0.00% No change 3 $178
CGC Financial Services, LLC 0.00% No change 3 $178
Country Trust Bank 0.00% New 3 $178
Triad Wealth Partners, LLC 0.00% New 2 $118
Valley Wealth Managers, Inc. 0.00% No change 2 $118
Coppell Advisory Solutions LLC 0.00% — 2 $118
Core Alternative Capital 0.00% No change 1 $59
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $59
McClarren Financial Advisors, Inc. 0.00% Add +321.4% 59 $0
Strategic Investment Solutions, Inc. 0.00% — 3,490 $0

"% of holder's portfolio" is ZM's weight in each manager's 13F, not the share of Zoom Communications Inc. the manager owns.