Zoom CommunicationsZM

13F holders, Q3 2024 (September 30)
668holders +11
98new positions
90sold out
10famous investors
$69.78avg. 13F price*

At the end of Q3 2024, 668 institutions reported holding Zoom Communications Inc. (ZM) in their 13F filings, up 11 from Q2 2024. 98 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.1B) and FMR LLC ($867.9M). 10 famous investors held it, including Cliff Asness (0.7% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Zoom Communications Inc.
Filed as
ZOOM VIDEO COMMUNICATIONS IN (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions98$194.7M
Exits90$285.9M

All 13F filers, Q2 2024 → Q3 2024: 24,733,258 shares bought and 25,908,611 shares sold, net −1,175,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 668 holders

Vanguard Group Inc. 0.03% Add +2.0% 24,269,593 $1.7B
BlackRock, Inc. 0.02% — 15,378,877 $1.1B
FMR LLC 0.05% Add +23.8% 12,444,887 $867.9M
AQR Capital Management 0.69% Add +25.0% 7,165,235 $499.7M
State Street Corp. 0.02% Add +2.3% 6,106,293 $425.9M
Norges Bank 0.06% Add +288.4% 6,009,987 $419.1M
Newlands Management Operations LLC 2.91% No change 5,785,588 $403.5M
Pacer Advisors, Inc. 0.84% Add +4.5% 5,480,179 $382.2M
T. Rowe Price Investment Management, Inc. 0.22% Reduce -0.7% 5,137,806 $358.3M
Geode Capital Management, LLC 0.03% Add +4.2% 4,595,435 $320.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -27.9% 4,086,250 $285.0M
Renaissance Technologies 0.41% Add +13.6% 3,923,948 $273.7M
Acadian Asset Management LLC 0.76% Reduce -28.3% 3,516,972 $245.3M
FIL Ltd 0.18% Reduce -0.4% 2,903,932 $202.5M
Morgan Stanley 0.01% Reduce -20.1% 1,961,453 $136.8M
Legal & General Group Plc 0.03% Add +9.9% 1,864,922 $130.1M
KBC Group NV 0.38% Add +0.2% 1,806,620 $126.0M
Qube Research & Technologies Ltd 0.22% Add +197.2% 1,725,305 $120.3M
Northern Trust Corp. 0.02% Reduce -6.0% 1,715,965 $119.7M
Two Sigma Investments, LP 0.25% Add +45586.4% 1,556,080 $108.5M
Dimensional Fund Advisors LP 0.03% Add +13.3% 1,546,878 $107.9M
First Trust Advisors LP 0.10% Reduce -13.1% 1,496,199 $104.3M
Two Sigma Advisers, LP 0.24% Add +9.8% 1,448,700 $101.0M
Amundi 0.04% Add +130.9% 1,419,230 $97.0M
Caisse de depot et placement du Quebec 0.18% Reduce -13.9% 1,332,844 $93.0M
Charles Schwab Investment Management Inc. 0.02% Add +6.5% 1,297,443 $90.5M
Primecap Management Co. 0.07% Add +0.7% 1,289,150 $89.9M
Robeco Institutional Asset Management B.V. 0.17% Add +15.4% 1,257,714 $87.7M
California Public Employees Retirement System 0.06% Add +6.0% 1,252,525 $87.4M
Comprehensive Financial Management LLC 2.27% No change 1,171,195 $81.7M
Goldman Sachs Group Inc. 0.02% Add +119.3% 1,164,491 $81.2M
D. E. Shaw & Co. 0.11% Add +102.8% 1,112,762 $77.6M
Bank of New York Mellon Corp 0.01% Add +3.0% 1,105,859 $77.1M
Alyeska Investment Group, L.P. 0.38% Reduce -78.6% 1,054,941 $73.6M
Eagle Asset Management Inc. 0.37% New 889,565 $72.5M
LSV Asset Management 0.15% Add +122.0% 970,600 $67.7M
Retirement Systems of Alabama 0.24% Add +48.1% 903,797 $63.0M
Contrarius Investment Management Ltd 3.59% Add +1.5% 903,469 $63.0M
Deutsche Bank AG 0.03% Add +16.0% 879,654 $61.3M
Allianz Asset Management GmbH 0.09% Add +59.5% 873,163 $60.9M
Bank of America Corp. 0.01% Add +6.8% 853,330 $59.5M
Swiss National Bank 0.03% Add +1.3% 743,300 $51.8M
JPMorgan Chase & Co. 0.00% Add +46.6% 720,274 $50.2M
Federated Hermes, Inc. 0.11% Add +25.2% 687,199 $47.9M
HSBC Holdings PLC 0.03% Reduce -20.0% 685,352 $47.8M
National Pension Service 0.04% Add +30.1% 655,227 $45.7M
Ensign Peak Advisors, Inc 0.08% Reduce -25.5% 629,653 $43.9M
Victory Capital Management Inc. 0.04% Add +52.5% 619,484 $43.2M
GMO 0.13% Add +5.8% 615,775 $42.9M
Invenomic Capital Management LP 2.36% Reduce -16.6% 611,719 $42.7M
UBS Group AG 0.01% Add +9.5% 606,768 $42.3M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -83.8% 606,119 $42.3M
Invesco Ltd. 0.01% Add +6.0% 602,638 $42.0M
Prudential Financial Inc. 0.06% Add +0.4% 593,666 $41.4M
Teacher Retirement System of Texas 0.18% Add +160.8% 557,524 $38.9M
Assenagon Asset Management S.A. 0.08% Add +1.8% 551,677 $38.5M
DekaBank Deutsche Girozentrale 0.07% Reduce -2.6% 537,626 $37.4M
Altshuler Shaham Ltd 2.24% Add +3705.4% 532,762 $37.2M
Nuveen Asset Management, LLC 0.01% Add +1.3% 503,751 $35.1M
T. Rowe Price Associates Inc. 0.00% Add +203.1% 503,047 $35.1M
Jane Street Group, LLC 0.06% Add +19.1% 497,903 $34.7M
Royal Bank of Canada 0.01% Add +182.9% 469,595 $32.8M
TD Asset Management Inc 0.03% Add +0.5% 468,128 $32.6M
Balyasny Asset Management L.P. 0.09% Add +1938.5% 465,764 $32.5M
Citadel Advisors 0.03% Add +106.7% 444,438 $31.0M
Gilder Gagnon Howe & Co. LLC 0.36% Reduce -0.8% 429,013 $29.9M
Point72 Asset Management 0.10% Reduce -81.3% 404,708 $28.2M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -22.3% 398,878 $27.8M
California State Teachers Retirement System 0.03% Reduce -5.5% 370,780 $25.9M
Alliancebernstein L.P. 0.01% Add +48.4% 368,849 $25.7M
Citigroup Inc. 0.02% Reduce -6.0% 360,407 $25.1M
Russell Investments Group, Ltd. 0.04% Reduce -24.1% 358,139 $24.9M
Bank of Nova Scotia 0.05% Add +0.1% 339,136 $23.7M
Cubist Systematic Strategies, LLC 0.35% New 331,704 $23.1M
Franklin Resources Inc. 0.01% Add +53.6% 331,782 $22.5M
Andra AP-fonden 0.32% Add +31.3% 313,300 $21.8M
Rhumbline Advisers 0.02% Add +3.5% 311,174 $21.7M
Galvin, Gaustad & Stein, LLC 1.95% Reduce -1.8% 309,975 $21.6M
CANADA LIFE ASSURANCE Co 0.04% Reduce -3.3% 305,698 $21.4M
Martingale Asset Management L P 0.48% Add +45.9% 303,094 $21.1M
Avory & Company, LLC 12.55% Add +6.8% 296,750 $20.7M
Wells Fargo & Company 0.00% Reduce -7.3% 290,184 $20.2M
Susquehanna International Group, LLP 0.03% Reduce -70.4% 282,902 $19.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -18.6% 280,786 $19.6M
State Board of Administration of Florida Retirement System 0.04% Reduce -3.0% 279,553 $19.5M
Skandinaviska Enskilda Banken AB (publ) 0.09% Reduce -34.1% 272,002 $19.0M
Storebrand Asset Management As 0.06% Reduce -2.5% 269,746 $18.8M
BNP Paribas Financial Markets 0.02% Reduce -10.3% 266,833 $18.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.19% Reduce -0.8% 267,019 $18.6M
Glenmede Trust Co. NA 0.09% Add +5.4% 264,071 $18.4M
Barclays PLC 0.01% Reduce -6.1% 257,397 $18.0M
Nordea Investment Management AB 0.02% Add +1.3% 257,273 $17.9M
Canada Pension Plan Investment Board 0.02% Reduce -61.6% 247,542 $17.3M
Millennium Management 0.02% Reduce -76.8% 243,377 $17.0M
American Century Companies Inc. 0.01% Add +238.1% 234,915 $16.4M
Ossiam 0.31% Add +0.1% 229,703 $16.0M
Illinois Municipal Retirement Fund 0.22% Add +8.8% 224,127 $15.6M
Distillate Capital Partners LLC 0.78% Reduce -6.2% 223,666 $15.6M
Arrowstreet Capital, Limited Partnership 0.01% Add +43.0% 218,298 $15.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.41% Reduce -2.1% 216,505 $15.1M
Korea Investment CORP 0.04% Add +9.1% 213,262 $14.9M
Voya Investment Management LLC 0.02% Add +245.5% 193,263 $13.5M
Mediolanum International Funds Ltd 0.17% Reduce -3.7% 180,857 $12.6M
Stansberry Asset Management, LLC 1.64% Add +22.6% 176,460 $12.3M
Kettle Hill Capital Management, LLC 3.10% Reduce -42.0% 173,520 $12.1M
Worldquant Millennium Advisors LLC 0.09% Add +100.8% 172,845 $12.1M
Monaco Asset Management SAM 4.98% Reduce -36.1% 170,669 $11.9M
Zacks Investment Management 0.10% Add +12.5% 168,354 $11.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +13.3% 167,952 $11.7M
Handelsbanken Fonder AB 0.05% Reduce -10.4% 167,856 $11.7M
New York State Common Retirement Fund 0.02% Reduce -2.1% 166,125 $11.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +11.1% 155,397 $10.8M
Trexquant Investment LP 0.13% Reduce -52.0% 148,345 $10.3M
State of Michigan Retirement System 0.05% No change 145,066 $10.1M
Sei Investments Co. 0.01% Reduce -16.8% 143,445 $10.0M
Treasurer of the State of North Carolina 0.04% Add +15.3% 142,673 $9.9M
Twin Tree Management, LP 0.23% Add +358.5% 142,313 $9.9M
State of Wisconsin Investment Board 0.02% Add +7.6% 141,393 $9.9M
Weiss Asset Management LP 0.36% New 140,928 $9.8M
Graham Capital Management, L.P. 0.46% New 123,204 $8.6M
Lazard Asset Management LLC 0.01% Add +34.9% 121,910 $8.5M
Danske Bank A/S 0.03% Reduce -0.8% 121,412 $8.5M
Blair William & Co. 0.02% Reduce -10.7% 121,358 $8.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +59.8% 118,107 $8.2M
Pinebridge Investments, L.P. 0.06% Reduce -20.1% 117,773 $8.2M
Empowered Funds, LLC 0.13% Reduce -8.4% 116,218 $8.1M
Jacobs Levy Equity Management, Inc. 0.03% Add +31.1% 114,173 $8.0M
Ameriprise Financial Inc. 0.00% Add +103.2% 112,120 $7.8M
Sand Hill Global Advisors, LLC 0.33% No change 111,128 $7.8M
Easterly Investment Partners LLC 0.61% Add +11.2% 109,679 $7.6M
Man Group plc 0.02% Add +347.6% 97,679 $6.8M
Beacon Pointe Advisors, LLC 0.08% Add +1.8% 97,593 $6.8M
Voloridge Investment Management, LLC 0.02% New 97,270 $6.8M
Public Employees Retirement System of Ohio 0.03% Add +0.8% 96,915 $6.8M
Royal London Asset Management Ltd. 0.02% No change 96,751 $6.7M
Pictet Asset Management Holding SA 0.01% Add +0.8% 95,607 $6.7M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -2.1% 94,300 $6.6M
BI Asset Management Fondsmaeglerselskab A/S 0.11% Add +29.4% 92,879 $6.5M
Sandler Capital Management 1.25% Reduce -25.1% 92,768 $6.5M
Cerity Partners LLC 0.01% Add +263.9% 92,464 $6.4M
GTS Securities LLC 0.13% Add +10.2% 91,472 $6.4M
Aberdeen Group plc 0.01% Add +14.8% 90,948 $6.3M
Dana Investment Advisors, Inc. 0.21% Reduce -0.8% 90,459 $6.3M
Kerrisdale Advisers, LLC 2.14% Reduce -13.3% 90,234 $6.3M
Aquatic Capital Management LLC 0.16% New 89,600 $6.2M
State of New Jersey Common Pension Fund D 0.03% No change 89,252 $6.2M
Asset Management One Co., Ltd. 0.02% Reduce -1.1% 86,354 $6.0M
ExodusPoint Capital Management, LP 0.06% New 83,019 $5.8M
LPL Financial LLC 0.00% Add +3.7% 82,153 $5.7M
Lane Generational LLC 7.01% Add +6.5% 80,725 $5.6M
Focus Partners Wealth 0.02% Add +220.8% 79,894 $5.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -53.6% 77,731 $5.4M
Bank Hapoalim BM 0.86% Add +12.2% 77,560 $5.4M
Vinva Investment Management Ltd 0.22% Reduce -10.1% 76,288 $5.3M
Cibc World Market Inc. 0.01% Add +15.6% 75,914 $5.3M
Resona Asset Management Co.,Ltd. 0.03% Add +1.7% 75,107 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +558.6% 74,492 $5.2M
Nomura Asset Management Co. Ltd. 0.02% Add +9.0% 72,017 $5.0M
Arizona State Retirement System 0.03% Add +5.4% 71,749 $5.0M
Harvey Capital Management Inc. 1.24% Reduce -1.1% 71,355 $5.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% — 70,200 $4.9M
Hudson Capital Management LLC 1.54% Add +3.0% 66,861 $4.7M
Neuberger Berman Group LLC 0.00% Add +40.0% 65,813 $4.6M
Maxi Investments CY Ltd 1.20% New 64,385 $4.5M
State of Alaska, Department of Revenue 0.05% Reduce -25.4% 63,895 $4.5M
HighTower Advisors, LLC 0.01% Add +454.2% 63,618 $4.4M
USS Investment Management Ltd 0.03% Add +10.4% 63,428 $4.4M
Cwm, LLC 0.02% Add +657.7% 62,917 $4.4M
Tudor Investment Corporation 0.05% Reduce -45.5% 62,685 $4.4M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -9.9% 60,014 $4.2M
Gotham Asset Management 0.04% Reduce -53.4% 59,756 $4.2M
Sicart Associates LLC 1.45% No change 59,081 $4.1M
Walleye Capital LLC 0.05% Reduce -20.1% 56,993 $4.0M
Quantinno Capital Management LP 0.05% Add +74.3% 56,835 $4.0M
Summit Global Investments 0.24% Add +4.7% 55,068 $3.8M
Vontobel Holding Ltd. 0.01% Add +43.5% 53,307 $3.7M
IFM Investors Pty Ltd 0.04% Add +4.9% 53,262 $3.7M
Raymond James & Associates 0.00% Add +0.7% 53,089 $3.7M
Macquarie Group Ltd. 0.00% Add +63.4% 51,775 $3.6M
Quantbot Technologies LP 0.14% New 51,658 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +8.8% 50,950 $3.6M
Hohimer Wealth Management, LLC 0.74% Add +0.5% 49,538 $3.5M
Seven Eight Capital, LP 0.31% New 49,409 $3.4M
Verition Fund Management LLC 0.03% Add +101.1% 49,273 $3.4M
Q Global Advisors, LLC 3.03% No change 49,119 $3.4M
Point72 Hong Kong Ltd 0.25% New 48,995 $3.4M
Northstar Asset Management Inc. 0.84% Reduce -0.4% 48,865 $3.4M
Capital Fund Management S.A. 0.04% Reduce -67.7% 48,854 $3.4M
Forsta Ap-Fonden 0.03% Add +11.8% 48,500 $3.4M
OMERS ADMINISTRATION Corp 0.03% No change 47,445 $3.3M
AXA S.A. 0.01% Reduce -14.8% 47,444 $3.3M
Integrated Wealth Concepts LLC 0.04% Add +880.3% 47,213 $3.3M
Two Sigma Securities, LLC 0.25% New 46,384 $3.2M
Van Eck Associates Corp. 0.00% Add +1.7% 41,984 $3.0M
DNB Asset Management AS 0.01% Add +5.3% 43,421 $3.0M
Transcend Capital Advisors, LLC 0.20% Reduce -35.6% 43,292 $3.0M
Twinbeech Capital LP 0.06% Reduce -92.3% 42,590 $3.0M
Swedbank AB 0.00% Add +6.4% 41,896 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -12.0% 41,772 $2.9M
Utah Retirement Systems 0.03% Add +2.2% 41,532 $2.9M
Tredje AP-fonden 0.03% No change 40,498 $2.8M
IMC-Chicago, LLC 0.08% Reduce -59.4% 40,426 $2.8M
Evergreen Capital Management LLC 0.09% Reduce -1.2% 40,257 $2.8M
Tri Ri Asset Management Corp 1.34% — 38,045 $2.7M
Leonteq Securities AG 0.30% Reduce -14.4% 36,882 $2.6M
Tidal Investments LLC 0.03% Reduce -6.5% 36,800 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +93.7% 36,867 $2.6M
ING Groep NV 0.01% New 36,400 $2.5M
Ieq Capital, LLC 0.03% Add +50.6% 36,282 $2.5M
Insight Holdings Group, LLC 0.11% New 36,000 $2.5M
Schonfeld Strategic Advisors LLC 0.02% New 35,946 $2.5M
Mackenzie Financial Corp. 0.00% Reduce -0.1% 35,725 $2.5M
Silver Lake Advisory, LLC 0.55% New 35,580 $2.5M
Diversified Trust Co. 0.06% Reduce -21.6% 34,592 $2.4M
Creative Planning 0.00% Add +18.5% 34,522 $2.4M
Engineers Gate Manager LP 0.05% Reduce -73.0% 34,016 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +64.7% 33,002 $2.3M
Commonwealth Equity Services, LLC 0.00% Reduce -18.4% 32,786 $2.3M
Savant Capital, LLC 0.02% Reduce -20.5% 32,627 $2.3M
Toronto Dominion Bank 0.00% Add +32.1% 31,965 $2.2M
Wellington Management Group LLP 0.00% Reduce -13.8% 31,742 $2.2M
Paragon Capital Management Inc. 1.59% New 30,865 $2.2M
Private Advisor Group, LLC 0.01% Add +146.0% 30,812 $2.1M
Nisa Investment Advisors, LLC 0.01% Reduce -7.0% 30,352 $2.1M
Arkadios Wealth Advisors 0.12% Add +9.3% 29,211 $2.0M
Baker Avenue Asset Management, LP 0.06% Add +82.1% 28,593 $2.0M
Apella Capital, LLC 0.08% Add +0.0% 29,111 $2.0M
Boothbay Fund Management, LLC 0.06% Add +302.8% 27,976 $2.0M
Mizuho Markets Americas LLC 0.05% New 26,524 $1.8M
Heron Bay Capital Management 0.39% Add +4.1% 26,275 $1.8M
Envestnet Asset Management Inc. 0.00% Add +11.6% 26,083 $1.8M
HERALD INVESTMENT MANAGEMENT Ltd 0.31% No change 25,910 $1.8M
Public Employees Retirement Association of Colorado 0.01% No change 25,383 $1.8M
Centiva Capital, LP 0.08% Reduce -35.2% 25,088 $1.7M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -84.6% 24,700 $1.7M
Campbell & CO Investment Adviser LLC 0.13% Reduce -34.6% 24,521 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +28.2% 24,306 $1.7M
Westpac Banking Corp. 0.11% Add +42.6% 24,033 $1.7M
Janus Henderson Group PLC 0.00% No change 23,887 $1.7M
HRT Financial LP 0.01% New 23,546 $1.6M
Bellecapital International Ltd. 0.33% Reduce -3.3% 23,308 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -23.1% 23,300 $1.6M
Perpetual Ltd 0.02% Add +44.7% 23,244 $1.6M
Xponance LLC 0.02% Add +11.9% 23,205 $1.6M
Daiwa Securities Group Inc. 0.01% Add +7.8% 22,982 $1.6M
New York State Teachers Retirement System 0.00% Reduce -3.8% 22,921 $1.6M
Strategic Global Advisors, LLC 0.31% Reduce -1.0% 22,796 $1.6M
Landscape Capital Management, L.L.C. 0.16% Reduce -30.9% 22,575 $1.6M
Elo Mutual Pension Insurance Co 0.03% Reduce -2.2% 22,245 $1.6M
Abacus FCF Advisors LLC 0.36% No change 22,038 $1.5M
STRS Ohio 0.01% Reduce -50.4% 22,000 $1.5M
Rafferty Asset Management, LLC 0.01% Reduce -35.5% 21,903 $1.5M
Cresset Asset Management, LLC 0.01% Add +14.7% 21,860 $1.5M
SG Americas Securities, LLC 0.01% Add +49.6% 21,726 $1.5M
Maven Securities LTD 0.17% Add +188.0% 21,561 $1.5M
Schroder Investment Management Group 0.00% Reduce -12.4% 21,056 $1.5M
Accurate Wealth Management, LLC 0.29% Add +31.5% 21,256 $1.5M
Aster Capital Management (DIFC) Ltd 0.31% — 20,564 $1.4M
Caas Capital Management LP 0.95% No change 19,917 $1.4M
Moore Capital Management, LP 0.04% New 19,786 $1.4M
Cornercap Investment Counsel Inc. 0.40% Reduce -31.9% 19,616 $1.4M
Mariner, LLC 0.00% Add +56.8% 19,482 $1.4M
Gulf International Bank (UK) Ltd 0.03% Reduce -2.7% 19,105 $1.3M
Aviva PLC 0.00% Reduce -5.0% 19,039 $1.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -83.3% 18,976 $1.3M
Alps Advisors Inc. 0.01% Reduce -17.5% 18,791 $1.3M
Harrington Investments, INC 0.71% Add +12.4% 18,645 $1.3M
Janney Montgomery Scott LLC 0.00% Add +17.7% 18,595 $1.3M
FORA Capital, LLC 0.15% New 18,554 $1.3M
Marshall Wace, LLP 0.00% New 18,507 $1.3M
Sanctuary Advisors, LLC 0.01% Add +22.1% 15,020 $1.3M
Pallas Capital Advisors LLC 0.05% New 17,132 $1.2M
DCF Advisers, LLC 0.64% Reduce -41.7% 17,500 $1.2M
Principal Financial Group Inc. 0.00% Reduce -7.8% 17,105 $1.2M
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +591.8% 17,067 $1.2M
Fox Run Management, L.L.C. 0.26% New 16,780 $1.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -29.6% 16,843 $1.2M
Corient Private Wealth LP 0.00% Add +55.0% 16,641 $1.2M
Basepoint Wealth LLC 0.85% Add +0.4% 16,528 $1.2M
Manufacturers Life Insurance Company, The 0.00% Add +20.2% 16,125 $1.1M
Credit Agricole S A 0.01% Add +15.1% 16,066 $1.1M
Marex Group Ltd 0.03% Reduce -44.4% 16,041 $1.1M
Cetera Investment Advisers 0.00% Add +29.4% 15,990 $1.1M
QRG Capital Management, Inc. 0.01% Add +128.6% 15,914 $1.1M
Wright Investors Service Inc. 0.29% New 15,737 $1.1M
Mercer Global Advisors Inc. 0.00% Add +185.8% 15,525 $1.1M
Guggenheim Capital LLC 0.01% Reduce -72.5% 15,249 $1.1M
Maryland State Retirement & Pension System 0.02% Reduce -23.2% 15,200 $1.1M
Gifford Fong Associates 0.26% No change 15,000 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -92.8% 14,956 $1.0M
Achmea Investment Management B.V. 0.02% No change 14,825 $1.0M
Investment Management Corp of Ontario 0.02% Add +22.5% 14,706 $1.0M
Cibc World Markets Corp. 0.01% Add +9.2% 14,593 $1.0M
Ameritas Advisory Services, LLC 0.04% Add +7.3% 14,485 $1.0M
Amalgamated Bank 0.01% Add +1.9% 13,912 $970K
Gateway Investment Advisers LLC 0.01% No change 13,692 $955K
Intech Investment Management LLC 0.01% Reduce -10.5% 13,685 $954K
Stifel Financial Corp. 0.00% Reduce -10.6% 13,460 $939K
ArrowMark Colorado Holdings LLC 0.01% Reduce -32.3% 12,800 $893K
Nomura Holdings Inc. 0.01% Reduce -73.6% 12,732 $888K
Quadrature Capital Ltd 0.02% New 12,401 $865K
Versor Investments LP 0.14% Reduce -48.0% 12,334 $860K
Ethic Inc. 0.02% Add +57.3% 13,145 $859K
Motley Fool Asset Management LLC 0.05% Add +3.1% 12,387 $850K
Daiichi Life Insurance Co., Ltd. 0.02% No change 12,154 $848K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.1% 12,104 $844K
Axq Capital, LP 0.25% New 12,031 $839K
Klein Pavlis & Peasley Financial, Inc. 0.66% New 11,864 $827K
Vanguard Personalized Indexing Management, LLC 0.01% Add +14.2% 11,666 $814K
M&T Bank Corp 0.00% Add +0.8% 11,585 $808K
APG Asset Management N.V. 0.01% Reduce -95.4% 12,795 $800K
Captrust Financial Advisors 0.00% Add +67.6% 11,361 $792K
Perigon Wealth Management, LLC 0.02% New 10,999 $767K
Profund Advisors LLC 0.03% Reduce -32.1% 10,746 $749K
Axiom Advisory, LLC 0.01% Add +1.6% 11,712 $732K
Panagora Asset Management Inc. 0.00% Reduce -6.2% 10,441 $728K
Hillsdale Investment Management Inc. 0.06% Add +16.9% 10,370 $723K
K.J. Harrison & Partners Inc 0.11% New 10,000 $722K
Gsa Capital Partners LLP 0.05% New 10,211 $712K
Federation des caisses Desjardins du Quebec 0.00% Add +1.1% 10,045 $700K
Sterling Capital Management LLC 0.01% — 10,037 $700K
Intellectus Partners, LLC 0.18% No change 9,910 $691K
Algert Global LLC 0.02% Add +10.7% 9,841 $686K
Wynn Capital, LLC 0.45% Add +5.8% 9,834 $686K
Verus Capital Partners, LLC 0.07% Add +8.7% 9,670 $674K
Donald L. Hagan, LLC 0.34% New 9,636 $672K
Claret Asset Management Corp 0.11% Add +0.2% 9,408 $656K
CastleKnight Management LP 0.08% No change 9,400 $656K
MML Investors Services, LLC 0.00% Add +1.4% 9,395 $655K
AlphaQuest LLC 0.06% Add +28.2% 9,214 $643K
CIBC Asset Management Inc 0.00% Add +5.4% 9,108 $635K
GraniteShares Advisors LLC 0.43% Reduce -8.1% 9,019 $629K
Boston Partners 0.00% New 8,920 $622K
Thrive Capital Management, LLC 0.29% Add +2.0% 8,886 $620K
EP Wealth Advisors, LLC 0.01% New 8,761 $611K
Machina Capital S.A.S. 0.24% New 8,484 $592K
Oppenheimer & Co. Inc. 0.01% Reduce -8.4% 8,448 $589K
Plato Investment Management Ltd 0.05% No change 8,389 $584K
CreativeOne Wealth, LLC 0.02% Add +29.0% 8,287 $578K
Kestra Advisory Services, LLC 0.00% Reduce -10.7% 8,262 $576K
Mizuho Securities Co. Ltd. 1.42% Add +171.4% 8,250 $575K
Alhambra Investment Management LLC 0.29% New 8,095 $565K
Blueshift Asset Management, LLC 0.14% New 8,079 $563K
Royal Fund Management, LLC 0.04% Add +90.5% 8,000 $558K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +1.9% 7,970 $556K
Prudential PLC 0.00% Add +121.9% 7,905 $551K
Magnetar Financial LLC 0.01% New 7,902 $551K
Oak Thistle LLC 0.18% Reduce -3.2% 7,828 $546K
Camelot Portfolios, LLC 0.53% New 7,700 $537K
Hunting Hill Global Capital, LLC 0.74% No change 7,607 $531K
Lecap Asset Management Ltd. 0.11% Reduce -75.1% 7,600 $530K
Applied Finance Capital Management, LLC 0.02% Add +5.2% 7,580 $529K
Mission Wealth Management, LP 0.01% Reduce -14.9% 7,551 $527K
Wealthfront Advisers LLC 0.00% New 7,543 $526K
CenterStar Asset Management, LLC 0.79% New 7,495 $523K
Parallax Volatility Advisers, L.P. 0.02% New 7,449 $519K
Cantor Fitzgerald, L. P. 0.05% Reduce -7.8% 7,388 $515K
Pathstone Holdings, LLC 0.00% Add +8.8% 7,182 $501K
International Assets Investment Management, LLC 0.04% Reduce -3.7% 7,169 $500K
Itau Unibanco Holding S.A. 0.02% Add +1.9% 7,121 $497K
Concourse Financial Group Securities, Inc. 0.03% Add +2.7% 7,022 $490K
Hara Capital LLC 0.30% New 6,885 $480K
XTX Topco Ltd 0.03% Reduce -73.1% 6,777 $473K
Lyell Wealth Management, LP 0.04% Reduce -21.4% 6,622 $462K
Bank of Montreal 0.00% Reduce -78.2% 6,617 $460K
Prospect Capital Advisors, LLC 0.20% Reduce -58.6% 6,400 $446K
Jones Financial Companies LLLP 0.00% New 6,397 $445K
Avantax Advisory Services, Inc. 0.00% Add +1.1% 6,366 $444K
B. Metzler seel. Sohn & Co. Holding AG 0.00% — 6,348 $443K
B. Metzler seel. Sohn & Co. AG 0.00% No change 6,348 $443K
NewEdge Advisors, LLC 0.00% Add +6.0% 6,335 $442K
Compound Planning, Inc. 0.03% Add +22.0% 6,301 $439K
Annex Advisory Services, LLC 0.01% Reduce -0.1% 6,279 $438K
Clarity Capital Partners LLC 0.26% Reduce -8.3% 6,220 $434K
UniSuper Management Pty Ltd 0.00% No change 6,000 $418K
Ashton Thomas Private Wealth, LLC 0.02% Add +29765.0% 5,973 $417K
Helios Capital Management Pte. Ltd. 0.25% No change 5,900 $411K
Truist Financial Corp. 0.00% Add +16.4% 5,823 $406K
Burns Matteson Capital Management, LLC 0.22% New 5,698 $397K
Asahi Life Asset Management Co., LTD. 0.24% New 5,660 $395K
Sherbrooke Park Advisers LLC 0.09% Reduce -79.7% 5,587 $390K
Global Wealth Strategies & Associates 0.13% New 5,462 $381K
Picton Mahoney Asset Management 0.01% Add +102.4% 5,402 $377K
Evoke Wealth, LLC 0.01% New 5,393 $376K
Adero Partners, LLC 0.02% Reduce -27.1% 5,380 $375K
Everhart Financial Group, Inc. 0.08% Add +42.5% 5,278 $368K
Prelude Capital Management, LLC 0.03% Reduce -14.3% 5,264 $367K
Banque Cantonale Vaudoise 0.02% Add +22.3% 5,253 $366K
Vestcor Inc 0.01% No change 5,220 $364K
American Alpha Advisors, LLC 0.34% — 5,195 $362K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 4,375 $362K
Synergy Financial Group, LTD 0.34% No change 5,174 $361K
Privium Fund Management B.V. 0.09% Add +4.8% 5,150 $359K
Globeflex Capital L P 0.03% New 5,130 $358K
Verdad Advisers, LP 0.47% New 5,021 $350K
Bristlecone Advisors, LLC 0.03% Reduce -36.6% 4,992 $348K
Concentrum Wealth Management 0.14% Add +0.6% 4,973 $347K
Jackson Creek Investment Advisors LLC 0.10% Reduce -3.0% 4,927 $344K
Donoghue Forlines LLC 0.10% Add +8.0% 4,877 $340K
Covestor Ltd 0.21% Add +25.7% 4,769 $332K
Tru Independence Asset Management 2, LLC 0.28% — 4,723 $329K
MetLife Investment Management, LLC 0.00% Add +3.5% 4,619 $322K
Lansing Street Advisors 0.12% New 4,600 $321K
Rakuten Investment Management, Inc. 0.00% Add +34.4% 4,581 $319K
Siemens Fonds Invest GmbH 0.03% New 4,558 $318K
Americana Partners, LLC 0.02% Add +28.3% 4,483 $313K
Freedom Investment Management, Inc. 0.02% Reduce -6.7% 4,446 $310K
Wiser Advisor Group LLC 0.46% Add +124.9% 4,420 $308K
Midwest Financial Group LLC 0.18% Reduce -6.4% 4,420 $308K
Blue Trust, Inc. 0.00% Add +117.7% 5,105 $302K
Menard Financial Group LLC 0.20% Add +4.0% 4,331 $302K
Clear Harbor Asset Management, LLC 0.02% New 4,275 $298K
First Trust Direct Indexing L.P. 0.02% New 4,155 $290K
Metis Global Partners, LLC 0.01% Add +7.1% 4,046 $282K
One Day In July LLC 0.03% No change 4,020 $280K
Legacy Financial Advisors, Inc. 0.05% No change 4,000 $279K
Ariadne Wealth Management, LP 0.15% New 3,442 $276K
Claro Advisors Inc. 0.04% New 3,954 $276K
Aaron Wealth Advisors LLC 0.03% New 3,943 $275K
Excalibur Management Corp. 0.10% Reduce -10.1% 3,904 $272K
PNC Financial Services Group, Inc. 0.00% Reduce -13.6% 3,872 $270K
Vectors Research Management, LLC 0.08% Add +7.1% 3,869 $270K
Yousif Capital Management, LLC 0.00% Add +5.2% 3,817 $266K
Prairie Wealth Advisors, Inc. 0.13% Reduce -15.3% 3,814 $266K
Courier Capital LLC 0.02% New 3,596 $251K
Swiss Life Asset Management Ltd 0.00% Reduce -2.4% 3,549 $247K
Ibex Investors LLC 0.28% No change 3,500 $244K
Meridian Wealth Management, LLC 0.01% Reduce -2.5% 3,475 $242K
Signaturefd, LLC 0.00% Add +12.7% 3,443 $240K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 3,413 $238K
O'Dell Group, LLC 0.05% New 3,381 $236K
IHT Wealth Management, LLC 0.01% Reduce -49.8% 3,369 $235K
SYM FINANCIAL Corp 0.03% New 3,361 $234K
Independent Advisor Alliance 0.01% Reduce -3.0% 3,343 $233K
Burney Co./ 0.01% New 3,325 $232K
Garden State Investment Advisory Services LLC 0.07% Reduce -17.8% 3,301 $230K
Flagship Harbor Advisors, LLC 0.01% Reduce -26.4% 3,298 $230K
National Philanthropic Trust 0.00% Reduce -3.6% 3,298 $230K
Equitable Holdings, Inc. 0.00% New 3,285 $229K
PFG Investments, LLC 0.01% New 3,275 $228K
Fort Washington Investment Advisors Inc. 0.00% New 3,260 $227K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +340.9% 3,104 $216K
Farther Finance Advisors, LLC 0.01% Add +20.6% 3,085 $215K
Sepio Capital, LP 0.02% New 3,039 $212K
Abn Amro Investment Solutions 0.00% New 3,032 $211K
Stratos Wealth Partners, LTD. 0.00% Reduce -15.6% 3,009 $210K
SP Asset Management LLC 0.02% New 3,000 $209K
US Bancorp \de 0.00% Add +33.5% 2,983 $208K
Comerica Bank 0.00% Add +13.2% 2,955 $206K
GW Henssler & Associates Ltd. 0.01% New 2,914 $203K
Wedmont Private Capital 0.01% New 2,979 $203K
Crossmark Global Holdings, Inc. 0.00% New 2,903 $203K
Sanders Morris Harris LLC 0.03% New 2,900 $202K
Y-Intercept (Hong Kong) Ltd 0.01% New 2,889 $201K
Earned Wealth Advisors, LLC 0.06% New 2,620 $183K
Atlas Capital Advisors Inc. 0.03% New 2,444 $170K
Smartleaf Asset Management LLC 0.02% Add +3488.1% 2,404 $167K
Ostrum Asset Management 0.01% Reduce -87.9% 2,101 $147K
Corebridge Financial, Inc. 0.00% Add +2.5% 1,963 $137K
State of Wyoming 0.02% Reduce -7.1% 1,954 $136K
Quarry LP 0.04% Add +4.7% 1,882 $131K
Natixis 0.00% Add +704.4% 1,842 $128K
Tower Research Capital LLC (TRC) 0.00% Reduce -72.8% 1,835 $128K
Harbour Investments, Inc. 0.00% Reduce -11.2% 1,809 $126K
Arax Advisory Partners 0.01% Add +22.6% 1,679 $117K
EverSource Wealth Advisors, LLC 0.01% Reduce -3.4% 1,627 $113K
Clearstead Advisors, LLC 0.00% Reduce -5.0% 1,505 $105K
Ceeto Capital Group, LLC 0.04% No change 1,450 $101K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.8% 1,310 $91K
Penserra Capital Management LLC 0.00% Add +1.4% 1,252 $86K
True Wealth Design, LLC 0.03% Add +10763.6% 1,195 $83K
ARK Investment Management 0.00% Reduce -100.0% 1,191 $83K
National Bank of Canada 0.00% Reduce -40.9% 1,189 $83K
Castleview Partners, LLC 0.05% Reduce -0.1% 1,172 $82K
CI Investments Inc. 0.00% Add +52.2% 1,158 $81K
Ancora Advisors LLC 0.00% Reduce -14.7% 1,131 $79K
Parallel Advisors, LLC 0.00% Add +101.6% 1,034 $72K
Caz Investments LP 0.06% No change 1,000 $70K
Versant Capital Management, Inc 0.02% Add +2.3% 986 $69K
HighMark Wealth Management LLC 0.04% No change 972 $68K
NFSG Corp 0.02% Reduce -20.9% 953 $66K
CIBC Private Wealth Group LLC 0.00% Add +7.3% 949 $66K
Edmond DE Rothschild Holding S.A. 0.00% No change 910 $63K
CoreCap Advisors, LLC 0.00% Add +119.8% 899 $63K
Alta Advisers Ltd 0.03% No change 800 $56K
Venturi Wealth Management, LLC 0.00% Add +56.0% 763 $53K
Front Row Advisors LLC 0.02% No change 751 $52K
IFP Advisors, Inc 0.00% Add +31.4% 715 $50K
HM Payson & Co. 0.00% No change 681 $47K
Planning Capital Management Corp 0.03% Add +3.1% 654 $46K
Principal Securities, Inc. 0.00% Add +30.4% 617 $43K
Summit Securities Group LLC 0.03% New 615 $43K
GAMMA Investing LLC 0.00% Add +12.4% 606 $42K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 600 $42K
Allworth Financial LP 0.00% Add +43.8% 591 $41K
Truvestments Capital LLC 0.01% New 537 $37K
Larson Financial Group LLC 0.00% Add +1.0% 526 $37K
Mizuho Bank, Ltd. 0.01% New 520 $36K
Financial Perspectives, Inc 0.01% No change 476 $33K
PFS Partners, LLC 0.02% No change 425 $30K
Global Retirement Partners, LLC 0.00% Add +59.4% 400 $28K
Compagnie Lombard Odier SCmA 0.00% No change 400 $28K
WealthCollab, LLC 0.02% Add +62.0% 379 $26K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -15.1% 355 $25K
Huntington National Bank 0.00% Reduce -46.1% 349 $24K
Lindbrook Capital, LLC 0.00% Add +29.1% 342 $24K
Hexagon Capital Partners LLC 0.00% Reduce -1.5% 338 $24K
Trust Co. of Vermont 0.00% No change 313 $22K
TD Waterhouse Canada Inc. 0.00% Reduce -25.3% 310 $21K
Heritage Wealth Advisors 0.00% No change 300 $21K
Twin Lakes Capital Management, LLC 0.01% No change 298 $21K
Jaffetilchin Investment Partners, LLC 0.00% New 296 $21K
Colonial Trust Advisors 0.00% No change 290 $20K
Fred Alger Management, LLC 0.00% No change 283 $20K
Bellevue Asset Management, LLC 0.01% No change 260 $18K
Raleigh Capital Management Inc. 0.01% Reduce -40.5% 260 $18K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -13.8% 256 $18K
Optimum Investment Advisors 0.01% No change 250 $17K
Capstone Investment Advisors, LLC 0.00% New 244 $17K
FNY Investment Advisers, LLC 0.01% Reduce -88.9% 252 $17K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $17K
CNB Bank 0.01% Reduce -39.5% 236 $16K
GeoWealth Management, LLC 0.00% New 235 $16K
Global Financial Private Client, LLC 0.01% Add +129.0% 229 $16K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -18.5% 211 $15K
Sound Income Strategies, LLC 0.00% No change 211 $15K
Talon Private Wealth, LLC 0.00% — 210 $15K
Private Trust Co. NA 0.00% Add +5.2% 203 $14K
One River Asset Management, LLC 0.02% Reduce -73.6% 203 $14K
GPS Wealth Strategies Group, LLC 0.00% No change 201 $14K
SWAN Capital LLC 0.01% No change 200 $14K
Ascentis Wealth Management, LLC 0.01% — 198 $14K
Hilltop National Bank 0.00% No change 190 $13K
JFS Wealth Advisors, LLC 0.00% Add +14.1% 186 $13K
Highline Wealth Partners LLC 0.00% Add +2.3% 179 $12K
Private Wealth Management Group, LLC 0.00% New 169 $12K
First Horizon Advisors, Inc. 0.00% Add +119.7% 167 $12K
Rakuten Securities, Inc. 0.00% Reduce -80.5% 163 $11K
Rise Advisors, LLC 0.01% Reduce -14.4% 149 $10K
Global X Japan Co., Ltd. 0.00% Reduce -24.0% 149 $10K
Westside Investment Management, Inc. 0.00% Add +35.0% 135 $9K
Sunbelt Securities, Inc. 0.00% Add +7.3% 132 $9K
Groupama Asset Managment 0.00% New 159 $9K
Naples Money Management LLC 0.01% No change 125 $9K
Clean Yield Group 0.00% No change 115 $8K
City State Bank 0.00% No change 105 $7K
Stephens Consulting, LLC 0.00% No change 101 $7K
CKW Financial Group 0.00% No change 100 $7K
MRP Capital Investments, LLC 0.01% New 100 $7K
Sanctuary Wealth Management, L.L.C. 0.01% No change 100 $7K
Main Street Group, LTD 0.00% Reduce -20.0% 100 $7K
Investment Research & Advisory Group, Inc. 0.00% No change 100 $7K
Prestige Wealth Management Group LLC 0.00% No change 100 $7K
Toth Financial Advisory Corp. 0.00% Reduce -50.0% 100 $7K
Spectrum Wealth Counsel, LLC 0.00% No change 100 $7K
LRI Investments, LLC 0.00% No change 82 $7K
PSI Advisors, LLC 0.00% No change 96 $7K
Parkside Financial Bank & Trust 0.00% Reduce -49.2% 93 $6K
Rosenberg Matthew Hamilton 0.00% No change 93 $6K
Mascoma Wealth Management LLC 0.00% No change 92 $6K
Avior Wealth Management, LLC 0.00% Add +12.3% 91 $6K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -86.9% 91 $6K
Brooklyn Investment Group 0.00% New 80 $6K
REAP Financial Group, LLC 0.00% Reduce -8.1% 79 $6K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -31.8% 75 $5K
Whittier Trust Co. 0.00% Add +50.0% 75 $5K
WR Wealth Planners, LLC 0.00% Reduce -14.9% 74 $5K
Hemington Wealth Management 0.00% New 71 $5K
Bessemer Group Inc. 0.00% No change 63 $5K
DecisionPoint Financial, LLC 0.00% No change 68 $5K
Activest Wealth Management 0.00% No change 66 $5K
Abound Wealth Management 0.00% No change 65 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -20.8% 61 $4K
Manchester Capital Management LLC 0.00% No change 60 $4K
Princeton Global Asset Management LLC 0.00% No change 60 $4K
Bank & Trust Co 0.00% Reduce -18.3% 58 $4K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 61 $4K
Sachetta, LLC 0.00% Add +50.0% 57 $4K
Continuum Advisory, LLC 0.00% Add +27.8% 46 $4K
Bell Investment Advisors, Inc 0.00% No change 53 $4K
Towne Trust Company, N.A 0.00% Reduce -50.0% 50 $3K
Bfsg, LLC 0.00% No change 50 $3K
Quintet Private Bank (Europe) S.A. 0.00% Add +16.3% 50 $3K
Ameritas Investment Partners, Inc. 0.00% No change 50 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -53.9% 47 $3K
CVA Family Office, LLC 0.00% Add +43.8% 46 $3K
Fairfield Financial Advisors, LTD 0.00% No change 45 $3K
Northwest Investment Counselors, LLC 0.00% New 45 $3K
Glen Eagle Advisors, LLC 0.00% Reduce -18.2% 45 $3K
Avion Wealth 0.00% Add +2.0% 50 $3K
Lanark Financial, Inc. 0.00% No change 50 $3K
Wilmington Savings Fund Society, FSB 0.00% New 43 $3K
Salem Investment Counselors Inc. 0.00% Reduce -19.2% 42 $3K
Sandy Spring Bank 0.00% No change 42 $3K
Key Financial Inc 0.00% No change 40 $3K
Oarsman Capital, Inc. 0.00% New 40 $3K
TFC Financial Management, Inc. 0.00% No change 40 $3K
Tradewinds Capital Management, LLC 0.00% No change 35 $2K
Quent Capital, LLC 0.00% No change 34 $2K
C M Bidwell & Associates Ltd. 0.00% No change 32 $2K
Cullen/Frost Bankers, Inc. 0.00% No change 32 $2K
FinTrust Capital Advisors, LLC 0.00% Reduce -26.8% 30 $2K
SJS Investment Consulting Inc. 0.00% Add +25.0% 30 $2K
Eagle Bay Advisors LLC 0.00% No change 30 $2K
Macroview Investment Management LLC 0.00% No change 29 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +31.8% 29 $2K
Capital Analysts, LLC 0.00% No change 22 $2K
MV Capital Management, Inc. 0.00% Add +211.1% 28 $2K
Concord Wealth Partners 0.00% Reduce -37.5% 25 $2K
Anchor Investment Management, LLC 0.00% No change 25 $2K
North Star Investment Management Corp. 0.00% No change 25 $2K
Park Place Capital Corp 0.00% No change 24 $2K
AdvisorNet Financial, Inc 0.00% Add +26.3% 24 $2K
Farmers & Merchants Investments Inc. 0.00% No change 23 $2K
West Paces Advisors Inc. 0.00% Reduce -31.3% 22 $2K
American Capital Advisory, LLC 0.00% No change 20 $1K
Tanglewood Legacy Advisors, LLC 0.00% No change 20 $1K
Field & Main Bank 0.00% No change 20 $1K
Raffa Wealth Management, LLC 0.00% No change 18 $1K
UMB Bank, n.a. 0.00% Reduce -93.8% 18 $1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 17 $1K
Center for Financial Planning, Inc. 0.00% No change 17 $1K
Quadrant Capital Group LLC 0.00% Reduce -93.2% 16 $1K
McIlrath & Eck, LLC 0.00% Reduce -66.7% 15 $1K
Beacon Capital Management, LLC 0.00% No change 15 $1K
Cape Investment Advisory, Inc. 0.00% No change 14 $976
SOA Wealth Advisors, LLC. 0.00% No change 14 $976
Assetmark, Inc. 0.00% New 14 $976
Bear Mountain Capital, Inc. 0.00% No change 14 $958
Rothschild Investment LLC 0.00% Add +225.0% 13 $907
DT Investment Partners, LLC 0.00% No change 12 $837
Chelsea Counsel Co. 0.00% No change 10 $698
Hartford Financial Management Inc. 0.00% No change 10 $698
MCF Advisors LLC 0.00% No change 10 $698
Signature Resources Capital Management, LLC 0.00% No change 10 $697
Tompkins Financial Corp. 0.00% New 10 $697
Fifth Third Bancorp 0.00% Reduce -23.1% 10 $697
Riverview Trust Co 0.00% New 9 $628
Claris Advisors, LLC / Mo / 0.00% New 9 $628
Bokf, NA 0.00% New 9 $605
Hoey Investments, Inc. 0.00% No change 10 $592
CBIZ Investment Advisory Services, LLC 0.00% New 8 $557
Archer Investment Corp 0.00% Reduce -46.7% 8 $523
Crewe Advisors LLC 0.00% No change 6 $419
Plante Moran Financial Advisors, LLC 0.00% No change 6 $418
PayPay Securities Corp 0.03% Reduce -54.5% 5 $349
Wolff Wiese Magana LLC 0.00% No change 5 $349
Financial Avengers, Inc. 0.00% No change 5 $349
Duncker Streett & Co. Inc. 0.00% No change 5 $349
Riggs Asset Managment Co. Inc. 0.00% Reduce -80.0% 5 $349
West Branch Capital LLC 0.00% No change 5 $349
Glass Jacobson Investment Advisors llc 0.00% No change 5 $349
Kimelman & Baird, LLC 0.00% No change 5 $349
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $279
Asset Dedication, LLC 0.00% Reduce -82.6% 4 $279
ORG Partners LLC 0.00% Reduce -98.0% 4 $278
Atticus Wealth Management, LLC 0.00% No change 3 $210
Lam Group, Inc. 0.00% No change 3 $209
CGC Financial Services, LLC 0.00% No change 3 $209
Country Trust Bank 0.00% No change 3 $209
Valley Wealth Managers, Inc. 0.00% No change 2 $139
Coppell Advisory Solutions LLC 0.00% No change 2 $139
Core Alternative Capital 0.00% No change 1 $70
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $70
Mendota Financial Group, LLC 0.00% New 1 $70
Painted Porch Advisors LLC 0.00% New 1 $70
Capital Advisors, Ltd. LLC 0.00% New 5 $0
McClarren Financial Advisors, Inc. 0.00% Reduce -76.3% 14 $0

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