Zoom CommunicationsZM

13F holders, Q4 2024 (December 31)
714holders +46
83new positions
79sold out
9famous investors
$81.61avg. 13F price*

At the end of Q4 2024, 714 institutions reported holding Zoom Communications Inc. (ZM) in their 13F filings, up 46 from Q3 2024. 83 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.4B) and FMR LLC ($1.0B). 9 famous investors held it, including Cliff Asness (0.8% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.5% of Renaissance Technologies's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Zoom Communications Inc.
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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions83$210.2M
Exits79$133.0M

All 13F filers, Q3 2024 → Q4 2024: 21,135,735 shares bought and 13,421,758 shares sold, net +7,713,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 714 holders

Vanguard Group Inc. 0.03% Reduce -0.4% 24,171,791 $2.0B
BlackRock, Inc. 0.03% Add +13.6% 17,463,520 $1.4B
FMR LLC 0.06% Add +2.3% 12,727,532 $1.0B
Norges Bank 0.10% Add +53.3% 9,213,426 $751.9M
AQR Capital Management 0.79% Add +5.2% 7,538,744 $615.2M
State Street Corp. 0.02% Add +8.8% 6,644,790 $542.4M
T. Rowe Price Investment Management, Inc. 0.32% Add +24.3% 6,385,523 $521.1M
Newlands Management Operations LLC 2.97% No change 5,785,588 $472.2M
Pacer Advisors, Inc. 0.88% Reduce -12.5% 4,795,660 $391.4M
Geode Capital Management, LLC 0.03% Add +0.6% 4,624,160 $377.4M
Renaissance Technologies 0.52% Add +9.7% 4,304,848 $351.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +2.1% 4,174,025 $340.6M
FIL Ltd 0.23% Add +3.7% 3,012,007 $245.8M
Acadian Asset Management LLC 0.67% Reduce -19.4% 2,835,585 $231.4M
Altshuler Shaham Ltd 5.70% Add +286.0% 2,056,277 $167.8M
JPMorgan Chase & Co. 0.01% Add +170.6% 1,948,961 $159.1M
Legal & General Group Plc 0.04% Reduce -4.3% 1,785,358 $145.7M
Northern Trust Corp. 0.02% Add +3.7% 1,779,423 $145.2M
KBC Group NV 0.40% Reduce -2.4% 1,763,611 $143.9M
Dimensional Fund Advisors LP 0.03% Add +7.5% 1,662,680 $135.7M
First Trust Advisors LP 0.11% Add +2.5% 1,533,493 $125.1M
Morgan Stanley 0.01% Reduce -26.3% 1,446,019 $118.0M
Charles Schwab Investment Management Inc. 0.02% Add +5.4% 1,367,055 $111.6M
California Public Employees Retirement System 0.07% Add +0.3% 1,256,017 $102.5M
Robeco Institutional Asset Management B.V. 0.19% Reduce -0.4% 1,253,061 $102.3M
Assenagon Asset Management S.A. 0.18% Add +126.8% 1,251,302 $102.1M
Caisse de depot et placement du Quebec 0.21% Reduce -7.1% 1,237,901 $101.0M
HSBC Holdings PLC 0.06% Add +77.9% 1,219,432 $99.5M
Raymond James Financial Inc. 0.04% — 1,218,852 $99.5M
Primecap Management Co. 0.08% Reduce -6.7% 1,202,250 $98.1M
UBS Group AG 0.02% Add +97.0% 1,195,014 $97.5M
Comprehensive Financial Management LLC 2.63% No change 1,171,195 $95.6M
Bank of New York Mellon Corp 0.02% Reduce -0.8% 1,097,068 $89.5M
Alyeska Investment Group, L.P. 0.33% Add +3.0% 1,086,033 $88.6M
Two Sigma Advisers, LP 0.20% Reduce -26.0% 1,071,800 $87.5M
Deutsche Bank AG 0.03% Add +21.4% 1,067,939 $87.2M
Allianz Asset Management GmbH 0.12% Add +17.8% 1,028,552 $83.9M
Arrowstreet Capital, Limited Partnership 0.07% Add +357.5% 998,744 $81.5M
D. E. Shaw & Co. 0.09% Reduce -11.9% 980,484 $80.0M
Amundi 0.03% Reduce -34.7% 926,223 $74.0M
Contrarius Group Holdings Ltd 4.46% — 892,715 $72.9M
Two Sigma Investments, LP 0.17% Reduce -43.6% 877,995 $71.7M
LSV Asset Management 0.16% Reduce -12.5% 849,560 $69.3M
Qube Research & Technologies Ltd 0.11% Reduce -53.6% 799,918 $65.3M
Nordea Investment Management AB 0.07% Add +202.8% 779,051 $64.1M
Federated Hermes, Inc. 0.13% Add +3.4% 710,716 $58.0M
Retirement Systems of Alabama 0.21% Reduce -22.1% 704,226 $57.5M
Swiss National Bank 0.04% Reduce -5.3% 703,500 $57.4M
Holocene Advisors, LP 0.18% New 678,371 $55.4M
Invesco Ltd. 0.01% Add +7.7% 649,304 $53.0M
Victory Capital Management Inc. 0.05% Add +3.4% 640,219 $52.2M
Bank of America Corp. 0.00% Reduce -27.0% 623,162 $50.9M
National Pension Service 0.05% Reduce -6.3% 614,084 $50.1M
Ensign Peak Advisors, Inc 0.09% Reduce -4.4% 601,726 $49.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -2.6% 590,487 $48.2M
Teacher Retirement System of Texas 0.17% Add +5.9% 590,273 $48.2M
TD Asset Management Inc 0.04% Add +21.5% 568,896 $46.4M
GMO 0.15% Reduce -9.3% 558,539 $45.6M
DekaBank Deutsche Girozentrale 0.08% No change 537,626 $44.6M
National Bank of Canada 0.06% Add +45331.6% 540,182 $44.1M
Nuveen Asset Management, LLC 0.01% Add +2.6% 516,678 $42.2M
Prudential Financial Inc. 0.06% Reduce -14.9% 505,004 $41.2M
BNP Paribas Financial Markets 0.03% Add +88.1% 501,805 $41.0M
Citadel Advisors 0.04% Add +10.9% 493,099 $40.2M
Point72 Asset Management 0.11% Add +17.8% 476,633 $38.9M
Junto Capital Management LP 0.73% New 448,232 $36.6M
Goldman Sachs Group Inc. 0.01% Reduce -63.2% 428,533 $35.0M
Russell Investments Group, Ltd. 0.05% Add +17.7% 421,517 $34.7M
Gilder Gagnon Howe & Co. LLC 0.37% Reduce -1.7% 421,903 $34.4M
Franklin Resources Inc. 0.01% Add +24.4% 412,616 $33.7M
Royal Bank of Canada 0.01% Reduce -13.3% 407,303 $33.2M
California State Teachers Retirement System 0.04% Add +4.4% 387,108 $31.6M
Alliancebernstein L.P. 0.01% Add +1.8% 375,652 $30.7M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -10.5% 356,935 $29.1M
Citigroup Inc. 0.03% Reduce -3.4% 348,298 $28.4M
Barclays PLC 0.01% Add +34.2% 345,429 $28.2M
Man Group plc 0.09% Add +249.1% 341,005 $27.8M
KLP Kapitalforvaltning As 0.12% — 322,800 $26.3M
Storebrand Asset Management As 0.08% Add +19.4% 321,972 $26.3M
Martingale Asset Management L P 0.63% Add +5.3% 319,147 $26.0M
Rhumbline Advisers 0.02% Add +0.7% 313,425 $25.6M
Andra AP-fonden 0.40% Reduce -1.8% 307,700 $25.1M
Avory & Company, LLC 13.84% Add +2.0% 302,590 $24.7M
CANADA LIFE ASSURANCE Co 0.04% Reduce -3.0% 296,636 $24.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +1461.7% 296,356 $24.2M
Invenomic Capital Management LP 1.33% Reduce -52.6% 289,926 $23.7M
Wells Fargo & Company 0.01% Reduce -1.6% 285,429 $23.3M
Glenmede Trust Co. NA 0.11% Reduce -0.2% 263,564 $21.5M
American Century Companies Inc. 0.01% Add +10.3% 259,176 $21.2M
State Board of Administration of Florida Retirement System 0.04% Reduce -7.5% 258,538 $21.1M
Handelsbanken Fonder AB 0.08% Add +53.0% 256,842 $21.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% — 250,335 $20.4M
Susquehanna Fundamental Investments, LLC 0.34% — 249,286 $20.3M
Susquehanna International Group, LLP 0.03% Reduce -14.0% 243,289 $19.9M
T. Rowe Price Associates Inc. 0.00% Reduce -52.6% 238,560 $19.5M
Ossiam 0.32% Add +0.3% 230,458 $18.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Reduce -20.0% 224,685 $18.4M
Quinn Opportunity Partners LLC 1.26% New 215,255 $17.6M
Mediolanum International Funds Ltd 0.22% Add +16.1% 210,063 $17.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.50% Reduce -2.4% 211,247 $17.2M
Illinois Municipal Retirement Fund 0.23% Reduce -9.9% 202,000 $16.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +11.4% 187,073 $15.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Reduce -29.3% 188,692 $15.4M
Canada Pension Plan Investment Board 0.01% Reduce -24.0% 188,194 $15.4M
Aware Super Pty Ltd as trustee of Aware Super 0.24% — 183,736 $15.0M
WT Asset Management Ltd 1.64% New 180,700 $14.7M
Lansforsakringar Fondforvaltning AB (publ) 0.06% — 177,806 $14.5M
Pictet Asset Management Holding SA 0.01% Add +78.3% 170,451 $13.9M
Trivest Advisors Ltd 0.62% New 168,000 $13.7M
Korea Investment CORP 0.03% Reduce -25.1% 159,762 $13.0M
New York State Common Retirement Fund 0.02% Reduce -6.4% 155,425 $12.7M
Quantinno Capital Management LP 0.12% Add +172.5% 154,883 $12.6M
Treasurer of the State of North Carolina 0.05% Add +6.8% 152,340 $12.4M
APG Asset Management N.V. 0.03% Add +1127.7% 157,083 $12.4M
Q Fund Management (Hong Kong) Ltd 12.74% — 148,900 $12.2M
Principal Financial Group Inc. 0.01% Add +768.1% 148,488 $12.1M
State of Michigan Retirement System 0.06% Add +2.0% 147,966 $12.1M
Zacks Investment Management 0.11% Reduce -12.3% 147,728 $12.1M
Ieq Capital, LLC 0.11% Add +288.1% 140,814 $11.5M
State of Wisconsin Investment Board 0.03% Reduce -2.9% 137,341 $11.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +16.2% 137,194 $11.2M
Ameriprise Financial Inc. 0.00% Add +17.8% 132,120 $10.8M
Sei Investments Co. 0.01% Reduce -8.9% 130,651 $10.7M
Schroder Investment Management Group 0.01% Add +504.9% 127,374 $10.5M
Sand Hill Global Advisors, LLC 0.43% Add +11.2% 123,610 $10.1M
Danske Bank A/S 0.03% Add +0.5% 121,970 $10.0M
Squarepoint Ops LLC 0.03% New 120,861 $9.9M
Empowered Funds, LLC 0.14% Reduce -1.3% 114,716 $9.4M
Cerity Partners LLC 0.02% Add +21.5% 112,324 $9.1M
Beacon Pointe Advisors, LLC 0.10% Add +14.0% 111,235 $9.1M
Royal London Asset Management Ltd. 0.02% Add +11.2% 107,546 $8.8M
Pinebridge Investments, L.P. 0.07% Reduce -9.5% 106,605 $8.7M
Lazard Asset Management LLC 0.01% Reduce -12.8% 106,301 $8.7M
Focus Partners Wealth 0.02% Add +33.0% 106,264 $8.7M
Massachusetts Financial Services Co. 0.00% New 103,506 $8.4M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -64.0% 97,983 $8.1M
Asset Management One Co., Ltd. 0.03% Add +8.7% 93,872 $7.9M
Oribel Capital Management, LP 0.53% New 96,400 $7.9M
Mn Services Vermogensbeheer B.V. 0.05% Add +2.2% 96,400 $7.9M
Twin Tree Management, LP 0.18% Reduce -34.2% 93,624 $7.6M
Public Employees Retirement System of Ohio 0.03% Reduce -5.3% 91,769 $7.5M
Blair William & Co. 0.02% Reduce -26.2% 89,552 $7.3M
State of New Jersey Common Pension Fund D 0.03% No change 89,252 $7.3M
LPL Financial LLC 0.00% Add +4.8% 86,095 $7.0M
Easterly Investment Partners LLC 0.53% Reduce -24.9% 82,362 $6.7M
Swedbank AB 0.01% Add +96.3% 82,247 $6.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.07% Add +15.0% 80,700 $6.6M
Lane Generational LLC 6.41% Reduce -0.3% 80,484 $6.6M
Van Eck Associates Corp. 0.01% Add +87.4% 78,679 $6.4M
Resona Asset Management Co.,Ltd. 0.04% Add +3.7% 77,899 $6.4M
Cwm, LLC 0.03% Add +21.9% 76,713 $6.3M
Aberdeen Group plc 0.01% Reduce -15.8% 76,614 $6.3M
Bank Hapoalim BM 1.04% Reduce -2.4% 75,732 $6.2M
HRT Financial LP 0.03% Add +217.8% 74,835 $6.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -52.2% 74,331 $6.1M
Kettle Hill Capital Management, LLC 1.30% Reduce -57.7% 73,463 $6.0M
Tudor Investment Corporation 0.06% Add +16.9% 73,294 $6.0M
Dana Investment Advisors, Inc. 0.20% Reduce -19.8% 72,551 $5.9M
Arizona State Retirement System 0.04% Add +0.7% 72,266 $5.9M
Nomura Asset Management Co. Ltd. 0.02% No change 72,017 $5.9M
Mackenzie Financial Corp. 0.01% Add +98.6% 70,955 $5.8M
Jain Global LLC 0.17% — 69,821 $5.7M
Harvey Capital Management Inc. 1.33% Reduce -3.1% 69,155 $5.6M
Vinva Investment Management Ltd 0.21% Reduce -13.9% 65,647 $5.4M
Insight Holdings Group, LLC 0.35% Add +83.1% 65,900 $5.4M
Abacus FCF Advisors LLC 0.69% Add +192.3% 64,412 $5.3M
Macquarie Group Ltd. 0.01% Add +23.1% 63,760 $5.2M
Hudson Capital Management LLC 1.66% Reduce -5.2% 63,382 $5.2M
Gotham Asset Management 0.05% Add +3.4% 61,804 $5.0M
Corient Private Wealth LP 0.01% Add +265.1% 60,750 $5.0M
HighTower Advisors, LLC 0.01% Reduce -6.7% 59,344 $4.8M
Marshall Wace, LLP 0.01% Add +216.2% 58,510 $4.8M
Voya Investment Management LLC 0.01% Reduce -70.8% 56,494 $4.6M
Worldquant Millennium Advisors LLC 0.03% Reduce -68.1% 55,167 $4.5M
Nissay Asset Management Corp. /Japan 0.03% Add +4.5% 53,246 $4.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -29.9% 54,494 $4.4M
Summit Global Investments 0.27% Reduce -2.3% 53,828 $4.4M
Sicart Associates LLC 1.57% Reduce -9.1% 53,704 $4.4M
Kerrisdale Advisers, LLC 1.38% Reduce -44.5% 50,089 $4.1M
RWC Asset Management LLP 0.24% New 49,767 $4.1M
Hohimer Wealth Management, LLC 0.77% Add +0.4% 49,750 $4.1M
Forsta Ap-Fonden 0.03% Add +1.9% 49,400 $4.0M
Jane Street Group, LLC 0.01% Reduce -90.1% 49,357 $4.0M
Q Global Advisors, LLC 4.19% No change 49,119 $4.0M
Integrated Wealth Concepts LLC 0.05% Add +3.9% 49,071 $4.0M
IFM Investors Pty Ltd 0.04% Reduce -10.3% 47,769 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +14.2% 47,685 $3.9M
USS Investment Management Ltd 0.03% Reduce -25.9% 47,015 $3.8M
Northstar Asset Management Inc. 0.97% Reduce -7.1% 45,385 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -39.4% 45,143 $3.7M
State of Alaska, Department of Revenue 0.04% Reduce -29.6% 45,000 $3.7M
STRS Ohio 0.01% Add +103.5% 44,768 $3.7M
DNB Asset Management AS 0.02% Add +2.9% 44,658 $3.6M
Utah Retirement Systems 0.04% Add +5.0% 43,620 $3.6M
Neuberger Berman Group LLC 0.00% Reduce -35.4% 42,492 $3.5M
Vontobel Holding Ltd. 0.01% Reduce -22.3% 41,425 $3.4M
FORA Capital, LLC 0.38% Add +120.7% 40,947 $3.3M
Evergreen Capital Management LLC 0.11% Add +0.5% 40,472 $3.3M
Silver Lake Advisory, LLC 1.45% Add +13.3% 40,325 $3.3M
Arkadios Wealth Advisors 0.18% Add +35.7% 39,628 $3.2M
Creative Planning 0.00% Add +14.1% 39,382 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% — 38,246 $3.1M
Qsemble Capital Management, LP 0.41% New 38,156 $3.1M
Generali Asset Management SPA SGR 0.08% — 37,500 $3.1M
Tidal Investments LLC 0.02% Add +0.9% 37,119 $3.0M
Brevan Howard Capital Management LP 0.07% New 35,656 $2.9M
Savant Capital, LLC 0.02% Add +5.4% 34,400 $2.8M
Transcend Capital Advisors, LLC 0.20% Reduce -20.7% 34,347 $2.8M
Toronto Dominion Bank 0.01% Add +4.9% 33,541 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +2.2% 33,501 $2.7M
Baker Avenue Asset Management, LP 0.08% Add +14.3% 32,681 $2.7M
SG Americas Securities, LLC 0.01% Add +48.0% 32,160 $2.6M
Wellington Management Group LLP 0.00% Reduce -0.1% 31,717 $2.6M
Apella Capital, LLC 0.10% Add +7.7% 31,358 $2.6M
Hel Ved Capital Management Ltd 0.78% New 31,265 $2.6M
OMERS ADMINISTRATION Corp 0.02% Reduce -34.5% 31,093 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Reduce -16.3% 30,093 $2.5M
Nomura Holdings Inc. 0.01% Add +135.6% 30,001 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -21.9% 28,791 $2.4M
Private Advisor Group, LLC 0.01% Reduce -5.0% 29,286 $2.4M
Envestnet Asset Management Inc. 0.00% Add +11.8% 29,147 $2.4M
Marsico Capital Management LLC 0.06% New 28,861 $2.4M
Mariner, LLC 0.00% Add +47.1% 28,654 $2.3M
Osaic Holdings, Inc. 0.01% Add +22.2% 28,480 $2.3M
Galvin, Gaustad & Stein, LLC 0.21% Reduce -91.0% 27,786 $2.3M
Accurate Wealth Management, LLC 0.43% Add +33.5% 28,380 $2.3M
Xponance LLC 0.02% Add +18.8% 27,577 $2.3M
Elo Mutual Pension Insurance Co 0.05% Add +22.6% 27,271 $2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +10.4% 26,829 $2.2M
Westpac Banking Corp. 0.14% Add +10.6% 26,571 $2.2M
Heron Bay Capital Management 0.45% Add +0.9% 26,523 $2.2M
Bellecapital International Ltd. 0.38% Add +12.8% 26,292 $2.1M
Archon Capital Management LLC 2.55% New 26,000 $2.1M
HERALD INVESTMENT MANAGEMENT Ltd 0.35% No change 25,910 $2.1M
Perpetual Ltd 0.02% Add +10.9% 25,782 $2.1M
Public Employees Retirement Association of Colorado 0.01% No change 25,383 $2.1M
Rafferty Asset Management, LLC 0.01% Add +14.4% 25,058 $2.0M
SBI Securities Co., Ltd. 0.06% — 25,001 $2.0M
Illumine Investment Management, LLC 1.64% — 24,447 $2.0M
New York State Teachers Retirement System 0.00% Add +5.3% 24,127 $2.0M
Strategic Global Advisors, LLC 0.36% Add +5.8% 24,118 $2.0M
Daiwa Securities Group Inc. 0.01% Add +3.7% 23,822 $1.9M
Leonteq Securities AG 0.19% Reduce -37.3% 23,132 $1.9M
DCF Advisers, LLC 0.93% Add +28.6% 22,500 $1.8M
Diversified Trust Co. 0.04% Reduce -36.1% 22,100 $1.8M
Nisa Investment Advisors, LLC 0.01% Reduce -28.0% 21,861 $1.8M
Cubist Systematic Strategies, LLC 0.03% Reduce -93.6% 21,197 $1.7M
AXA S.A. 0.01% Reduce -55.9% 20,931 $1.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Add +22.6% 20,644 $1.7M
Janus Henderson Group PLC 0.00% Reduce -13.0% 20,787 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -37.6% 20,577 $1.7M
Summit Securities Group LLC 0.62% Add +3233.3% 20,500 $1.7M
Tredje AP-fonden 0.01% Reduce -50.0% 20,249 $1.7M
Collar Capital Management, LLC 1.37% — 20,178 $1.6M
Caas Capital Management LP 1.35% No change 19,917 $1.6M
Vestmark Advisory Solutions, Inc. 0.06% New 24,493 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -95.8% 19,448 $1.6M
Boothbay Fund Management, LLC 0.05% Reduce -30.7% 19,391 $1.6M
Avanza Fonder AB 0.05% — 19,150 $1.6M
CTC LLC 0.16% New 18,949 $1.5M
Cornercap Investment Counsel Inc. 0.50% Reduce -3.7% 18,886 $1.5M
Credit Agricole S A 0.01% Add +16.6% 18,728 $1.5M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.2% 18,684 $1.5M
Janney Montgomery Scott LLC 0.00% Add +0.0% 18,600 $1.5M
Sciencast Management LP 0.41% New 18,529 $1.5M
Captrust Financial Advisors 0.00% Add +58.2% 17,975 $1.5M
Mercer Global Advisors Inc. 0.00% Add +15.7% 17,962 $1.5M
Caxton Associates LP 0.05% New 17,846 $1.5M
MML Investors Services, LLC 0.01% Add +89.6% 17,812 $1.5M
Harrington Investments, INC 0.79% Reduce -5.9% 17,545 $1.4M
Thrive Capital Management, LLC 0.65% Add +94.7% 17,303 $1.4M
Pallas Capital Advisors LLC 0.06% Add +0.7% 17,243 $1.4M
Verition Fund Management LLC 0.01% Reduce -65.2% 17,146 $1.4M
Aviva PLC 0.00% Reduce -10.2% 17,102 $1.4M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -81.9% 16,790 $1.4M
Marex Group Ltd 0.02% Add +4.3% 16,726 $1.4M
Cetera Investment Advisers 0.00% Add +3.8% 16,590 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +464.0% 16,374 $1.3M
Alps Advisors Inc. 0.01% Reduce -14.7% 16,037 $1.3M
Basepoint Wealth LLC 1.04% Reduce -3.1% 16,010 $1.3M
Millennium Management 0.00% Reduce -93.4% 15,987 $1.3M
QRG Capital Management, Inc. 0.01% Add +0.2% 15,942 $1.3M
Wright Investors Service Inc. 0.42% Add +0.7% 15,839 $1.3M
Sterling Capital Management LLC 0.02% Add +55.7% 15,630 $1.3M
Sanctuary Advisors, LLC 0.01% Reduce -4.1% 14,410 $1.3M
Ameritas Advisory Services, LLC 0.04% Add +4.2% 15,095 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +29.1% 15,055 $1.2M
Gifford Fong Associates 0.30% No change 15,000 $1.2M
Investment Management Corp of Ontario 0.04% Add +0.5% 14,779 $1.2M
Optimize Financial Inc. 0.89% — 14,484 $1.2M
Cresset Asset Management, LLC 0.01% Reduce -34.5% 14,313 $1.2M
Stratos Wealth Advisors, LLC 0.06% New 14,230 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -12.2% 14,165 $1.2M
Maryland State Retirement & Pension System 0.02% Reduce -7.4% 14,078 $1.1M
Motley Fool Asset Management LLC 0.06% Add +12.5% 13,939 $1.1M
Stifel Financial Corp. 0.00% Add +3.3% 13,910 $1.1M
Amalgamated Bank 0.01% Reduce -1.8% 13,659 $1.1M
Yelin Lapidot Holdings Management Ltd. 0.19% New 13,300 $1.1M
Engineers Gate Manager LP 0.02% Reduce -61.1% 13,232 $1.1M
Merit Financial Group, LLC 0.02% New 13,131 $1.1M
ArrowMark Colorado Holdings LLC 0.01% No change 12,800 $1.0M
Klein Pavlis & Peasley Financial, Inc. 0.83% Add +6.0% 12,574 $1.0M
Gateway Investment Advisers LLC 0.01% Reduce -8.4% 12,543 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -16.9% 12,434 $1.0M
Wealthfront Advisers LLC 0.00% Add +62.8% 12,276 $1.0M
Swiss Life Asset Management Ltd 0.01% Add +244.8% 12,238 $997K
Quantbot Technologies LP 0.04% Reduce -76.4% 12,185 $994K
Daiichi Life Insurance Co., Ltd. 0.03% No change 12,154 $992K
Piar LLC 0.97% — 12,010 $980K
M&T Bank Corp 0.00% Add +3.7% 12,010 $980K
Peak Retirement Planning, Inc. 0.65% — 11,772 $961K
Prospera Financial Services Inc 0.02% New 11,667 $952K
Grant Private Wealth Management Inc 1.01% — 11,450 $934K
JT Stratford LLC 0.15% New 11,447 $934K
Cibc World Markets Corp. 0.01% Reduce -22.8% 11,269 $920K
Atlas Capital Advisors Inc. 0.12% Add +358.2% 11,198 $914K
Penserra Capital Management LLC 0.02% Add +793.4% 11,185 $912K
Federation des caisses Desjardins du Quebec 0.00% Add +9.7% 11,016 $899K
Profund Advisors LLC 0.03% Add +1.9% 10,947 $893K
Achmea Investment Management B.V. 0.01% Reduce -26.3% 10,922 $892K
Ethic Inc. 0.02% Reduce -17.6% 10,834 $884K
Perigon Wealth Management, LLC 0.02% Reduce -0.9% 10,897 $866K
Intech Investment Management LLC 0.01% Reduce -22.9% 10,550 $861K
Dakota Wealth Management 0.02% New 10,408 $849K
CIBC Asset Management Inc 0.00% Add +13.4% 10,331 $843K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.7% 10,327 $843K
Campbell & CO Investment Adviser LLC 0.06% Reduce -58.1% 10,263 $838K
GeoWealth Management, LLC 0.03% Add +4220.9% 10,154 $829K
Edgestream Partners, L.P. 0.04% New 10,123 $826K
Plato Investment Management Ltd 0.06% Add +19.4% 10,020 $821K
Wynn Capital, LLC 0.52% Add +2.0% 10,034 $819K
Verus Capital Partners, LLC 0.08% Add +1.9% 9,856 $817K
CreativeOne Wealth, LLC 0.03% Add +20.9% 10,016 $817K
Sphera Management Technology Funds Ltd 0.65% — 10,000 $816K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% New 10,000 $816K
Mission Creek Capital Partners, Inc. 0.18% New 9,955 $812K
Hillsdale Investment Management Inc. 0.04% Reduce -4.8% 9,870 $805K
Mizuho Markets Americas LLC 0.02% Reduce -63.0% 9,812 $801K
Cannon Global Investment Management, LLC 1.92% New 9,500 $775K
Alhambra Investment Management LLC 0.40% Add +16.9% 9,459 $772K
Claret Asset Management Corp 0.12% Add +0.3% 9,432 $770K
CastleKnight Management LP 0.09% No change 9,400 $767K
Donald L. Hagan, LLC 0.39% Reduce -4.0% 9,246 $755K
EP Wealth Advisors, LLC 0.01% Add +4.0% 9,116 $744K
Ontario Teachers Pension Plan Board 0.01% New 9,070 $740K
Pathstone Holdings, LLC 0.00% Add +21.9% 8,755 $715K
Jones Financial Companies LLLP 0.00% Add +36.1% 8,704 $710K
Camelot Portfolios, LLC 0.77% Add +12.9% 8,690 $709K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +5.6% 8,418 $687K
Bank of Montreal 0.00% Add +26.4% 8,367 $683K
Intellectus Partners, LLC 0.15% Reduce -16.6% 8,260 $674K
Oppenheimer & Co. Inc. 0.01% Reduce -2.5% 8,235 $672K
Winnacle Wealth LLC 0.65% — 8,209 $656K
Prudential PLC 0.00% No change 7,905 $645K
Natixis 0.00% Add +328.4% 7,892 $644K
APG Asset Management US Inc. 0.00% New 7,839 $640K
Fluent Financial, LLC 0.28% New 7,639 $623K
Hunting Hill Global Capital, LLC 0.28% No change 7,607 $621K
Applied Finance Capital Management, LLC 0.03% No change 7,580 $619K
State of Wyoming 0.08% Add +286.9% 7,561 $617K
Monaco Asset Management SAM 0.27% Reduce -95.6% 7,500 $612K
Mission Wealth Management, LP 0.01% Reduce -1.9% 7,410 $605K
Parallax Volatility Advisers, L.P. 0.02% Reduce -1.0% 7,375 $602K
Meeder Asset Management Inc. 0.04% New 7,303 $596K
Allstate Corp. 0.02% New 7,198 $587K
Cantor Fitzgerald, L. P. 0.02% Reduce -5.1% 7,013 $572K
Guggenheim Capital LLC 0.00% Reduce -54.0% 7,009 $572K
CSS LLC 0.11% New 6,920 $565K
Point72 Hong Kong Ltd 0.04% Reduce -85.9% 6,909 $564K
Citizens Financial Group Inc. 0.01% New 6,885 $562K
NewEdge Advisors, LLC 0.00% Add +8.2% 6,856 $560K
Circle Wealth Management, LLC 0.01% New 6,762 $552K
Itau Unibanco Holding S.A. 0.02% Reduce -5.4% 6,737 $550K
GraniteShares Advisors LLC 0.35% Reduce -25.5% 6,716 $548K
Compound Planning, Inc. 0.03% Add +6.0% 6,677 $545K
Evoke Wealth, LLC 0.02% Add +23.0% 6,635 $541K
Ashton Thomas Private Wealth, LLC 0.02% Add +10.9% 6,624 $541K
Concourse Financial Group Securities, Inc. 0.03% Reduce -3.0% 6,810 $540K
Avantax Advisory Services, Inc. 0.00% Add +1.4% 6,458 $527K
Boston Partners 0.00% Reduce -28.0% 6,424 $524K
Prospect Capital Advisors, LLC 0.30% No change 6,400 $522K
B. Metzler seel. Sohn & Co. AG 0.01% No change 6,348 $518K
Annex Advisory Services, LLC 0.02% Reduce -0.1% 6,274 $512K
Hara Capital LLC 0.32% Reduce -10.4% 6,168 $503K
Kestra Advisory Services, LLC 0.00% Reduce -25.4% 6,167 $503K
Capital Wealth Alliance, LLC 0.28% New 6,147 $502K
Truist Financial Corp. 0.00% Add +5.1% 6,120 $499K
Everhart Financial Group, Inc. 0.10% Add +15.5% 6,098 $498K
Summit Trail Advisors, LLC 0.02% New 5,995 $489K
Prelude Capital Management, LLC 0.04% Add +12.7% 5,930 $484K
Helios Capital Management Pte. Ltd. 0.28% No change 5,900 $481K
XTX Topco Ltd 0.04% Reduce -14.9% 5,767 $471K
AlphaQuest LLC 0.06% Reduce -38.2% 5,692 $465K
Burns Matteson Capital Management, LLC 0.26% Reduce -1.3% 5,624 $459K
Clear Harbor Asset Management, LLC 0.04% Add +31.4% 5,615 $458K
111 Capital 0.10% — 5,590 $456K
Adero Partners, LLC 0.03% Add +2.4% 5,509 $450K
Leuthold Group, LLC 0.05% New 5,494 $448K
Jackson Creek Investment Advisors LLC 0.13% Add +10.3% 5,435 $444K
Synergy Financial Group, LTD 0.37% Add +5.1% 5,437 $444K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +54.5% 5,273 $430K
Vestcor Inc 0.01% No change 5,220 $426K
Fox Run Management, L.L.C. 0.08% Reduce -69.1% 5,180 $423K
Globeflex Capital L P 0.04% No change 5,130 $419K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.25% — 5,104 $417K
Aaron Wealth Advisors LLC 0.05% Add +28.6% 5,071 $414K
McAdam, LLC 0.02% New 5,028 $410K
Wiser Advisor Group LLC 0.59% Add +13.0% 4,995 $408K
Concentrum Wealth Management 0.14% Add +0.1% 4,976 $406K
Poinciana Advisors Group, LLC 0.40% — 4,891 $399K
International Assets Investment Management, LLC 0.03% Reduce -31.8% 4,889 $399K
American Alpha Advisors, LLC 0.36% Reduce -6.9% 4,838 $395K
Integrated Quantitative Investments LLC 0.19% — 4,800 $392K
UniSuper Management Pty Ltd 0.00% Reduce -20.0% 4,800 $392K
Tru Independence Asset Management 2, LLC 0.32% No change 4,723 $385K
Jupiter Asset Management Ltd. 0.00% New 4,654 $380K
Menard Financial Group LLC 0.23% Add +7.4% 4,651 $380K
Bank of Nova Scotia 0.00% Reduce -98.6% 4,637 $378K
MetLife Investment Management, LLC 0.00% Add +0.3% 4,633 $378K
Lansing Street Advisors 0.13% Add +0.2% 4,610 $376K
SYM FINANCIAL Corp 0.05% Add +36.2% 4,577 $374K
Panagora Asset Management Inc. 0.00% Reduce -56.4% 4,553 $372K
Harvest Fund Management Co., Ltd 0.02% New 4,501 $366K
Vident Advisory, LLC 0.01% New 4,470 $365K
Freedom Investment Management, Inc. 0.03% Reduce -2.5% 4,337 $354K
Metis Global Partners, LLC 0.01% Add +6.3% 4,300 $351K
Praxis Investment Management Inc. 0.02% New 4,240 $346K
Sherbrooke Park Advisers LLC 0.11% Reduce -24.3% 4,229 $345K
Forum Financial Management, LP 0.01% New 4,221 $345K
Algert Global LLC 0.01% Reduce -57.1% 4,221 $344K
Midwest Financial Group LLC 0.20% Reduce -5.9% 4,160 $339K
Earned Wealth Advisors, LLC 0.11% Add +58.6% 4,155 $339K
Covestor Ltd 0.21% Reduce -14.6% 4,073 $333K
Oak Thistle LLC 0.10% Reduce -48.2% 4,058 $331K
PNC Financial Services Group, Inc. 0.00% Add +4.3% 4,040 $330K
Legacy Financial Advisors, Inc. 0.05% No change 4,000 $326K
Americana Partners, LLC 0.01% Reduce -11.2% 3,983 $325K
One Day In July LLC 0.03% Reduce -1.0% 3,979 $325K
Simon Quick Advisors, LLC 0.02% New 3,917 $320K
Abn Amro Investment Solutions 0.01% Add +28.0% 3,881 $317K
Certuity, LLC 0.03% New 3,866 $315K
Chicago Partners Investment Group LLC 0.01% New 3,946 $315K
Excalibur Management Corp. 0.12% Reduce -1.7% 3,839 $313K
Kera Capital Partners, Inc. 0.09% — 3,811 $311K
Choreo, LLC 0.00% New 3,724 $308K
Ariadne Wealth Management, LP 0.14% Add +0.4% 3,456 $301K
Prairie Wealth Advisors, Inc. 0.14% Reduce -4.7% 3,634 $297K
TD Waterhouse Canada Inc. 0.00% Add +1065.8% 3,614 $295K
Signaturefd, LLC 0.01% Add +3.1% 3,549 $290K
Vectors Research Management, LLC 0.10% Reduce -8.4% 3,544 $289K
Claro Advisors Inc. 0.04% Reduce -10.6% 3,534 $288K
Caprock Group, LLC 0.01% New 3,533 $288K
NorthCrest Asset Manangement, LLC 0.01% New 3,516 $287K
Comerica Bank 0.00% Add +18.5% 3,502 $286K
Global Wealth Strategies & Associates 0.09% Reduce -35.9% 3,500 $286K
US Bancorp \de 0.00% Add +17.2% 3,495 $285K
Shell Asset Management Co. 0.01% New 3,491 $285K
Machina Capital S.A.S. 0.12% Reduce -60.0% 3,393 $277K
Yousif Capital Management, LLC 0.00% Reduce -11.5% 3,377 $276K
Focus Partners Advisor Solutions, LLC 0.00% New 3,368 $275K
Farther Finance Advisors, LLC 0.01% Add +9.0% 3,363 $274K
Cibc World Market Inc. 0.00% Reduce -95.6% 3,341 $273K
O'Dell Group, LLC 0.06% Reduce -1.2% 3,339 $272K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -31.6% 2,992 $269K
National Philanthropic Trust 0.00% No change 3,298 $269K
NorthCoast Asset Management LLC 0.00% New 3,286 $268K
Wedmont Private Capital 0.01% Add +12.4% 3,350 $266K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,104 $253K
Independent Advisor Alliance 0.00% Reduce -7.4% 3,096 $253K
Whalen Wealth Management Inc. 0.17% New 3,074 $251K
Fort Washington Investment Advisors Inc. 0.00% Reduce -5.8% 3,070 $251K
denkapparat Operations GmbH 0.36% — 3,018 $246K
SP Asset Management LLC 0.02% No change 3,000 $245K
IHT Wealth Management, LLC 0.01% Reduce -12.2% 2,957 $241K
World Investment Advisors 0.01% New 2,935 $240K
Allegiance Financial Group Advisory Services LLC 0.08% New 2,931 $239K
Leigh Baldwin & Co., LLC 0.20% — 2,928 $239K
Flagship Harbor Advisors, LLC 0.01% Reduce -13.5% 2,854 $233K
Equitable Holdings, Inc. 0.00% Reduce -13.4% 2,846 $232K
MAI Capital Management 0.00% New 2,735 $223K
Empirical Asset Management, LLC 0.07% New 2,716 $222K
Courier Capital LLC 0.02% Reduce -25.3% 2,686 $219K
Townsquare Capital LLC 0.00% New 2,683 $219K
Cigna Investments Inc. 0.04% New 2,678 $218K
Stratos Wealth Partners, LTD. 0.00% Reduce -12.2% 2,643 $216K
World Equity Group, Inc. 0.05% New 2,595 $212K
GTS Securities LLC 0.01% Reduce -97.2% 2,544 $208K
Venturi Wealth Management, LLC 0.01% Add +227.5% 2,499 $204K
GW Henssler & Associates Ltd. 0.01% No change 2,914 $203K
Inspirion Wealth Advisors, LLC 0.03% New 2,500 $201K
Smartleaf Asset Management LLC 0.02% Reduce -10.6% 2,150 $178K
Ostrum Asset Management 0.01% Reduce -4.0% 2,017 $165K
EverSource Wealth Advisors, LLC 0.01% Add +17.3% 1,908 $156K
Corebridge Financial, Inc. 0.00% Reduce -6.6% 1,833 $150K
GF Fund Management Co. LTD. 0.00% — 1,815 $148K
Arax Advisory Partners 0.01% Add +6.5% 1,789 $146K
Parallel Advisors, LLC 0.00% Add +72.0% 1,778 $145K
Harbour Investments, Inc. 0.00% Reduce -3.0% 1,755 $143K
Tower Research Capital LLC (TRC) 0.00% Reduce -6.8% 1,711 $140K
CI Investments Inc. 0.00% Add +37.7% 1,595 $130K
Clearstead Advisors, LLC 0.00% Add +1.2% 1,523 $124K
Versant Capital Management, Inc 0.03% Add +53.0% 1,509 $123K
Jefferies Financial Group Inc. 0.00% New 1,500 $122K
Bayforest Capital Ltd 0.15% — 1,490 $122K
Ceeto Capital Group, LLC 0.04% No change 1,450 $118K
Credit Industriel Et Commercial 0.04% — 1,427 $116K
Ancora Advisors LLC 0.00% Add +20.8% 1,366 $111K
True Wealth Design, LLC 0.04% Add +9.4% 1,307 $107K
Caitong International Asset Management Co., Ltd 0.10% — 1,247 $102K
Steward Partners Investment Advisory, LLC 0.00% Reduce -9.8% 1,181 $96K
Castleview Partners, LLC 0.05% Reduce -0.8% 1,162 $95K
HighMark Wealth Management LLC 0.05% No change 972 $79K
Edmond DE Rothschild Holding S.A. 0.00% No change 910 $74K
Blue Trust, Inc. 0.00% Reduce -82.7% 884 $72K
Rakuten Securities, Inc. 0.03% Add +427.0% 859 $70K
Principal Securities, Inc. 0.00% Add +26.9% 783 $64K
GAMMA Investing LLC 0.01% Add +27.1% 770 $63K
Balefire, LLC 0.02% New 768 $63K
CoreCap Advisors, LLC 0.00% Reduce -15.7% 758 $62K
IFP Advisors, Inc 0.00% Add +5.3% 753 $61K
Front Row Advisors LLC 0.02% No change 751 $61K
NFSG Corp 0.02% Reduce -21.3% 750 $61K
CIBC Private Wealth Group LLC 0.00% Reduce -21.0% 750 $60K
HM Payson & Co. 0.00% Add +0.6% 685 $56K
Allworth Financial LP 0.00% Add +15.6% 683 $54K
BNP Paribas 0.00% New 600 $50K
MRP Capital Investments, LLC 0.04% Add +500.0% 600 $49K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 600 $49K
Mizuho Bank, Ltd. 0.01% Add +11.5% 580 $47K
Quarry LP 0.01% Reduce -71.8% 530 $43K
Caz Investments LP 0.06% Reduce -50.0% 500 $41K
Aspetuck Financial Management LLC 0.03% — 500 $41K
Geneos Wealth Management Inc. 0.00% New 484 $39K
Financial Perspectives, Inc 0.01% No change 476 $39K
Hexagon Capital Partners LLC 0.01% Add +35.8% 459 $37K
PFS Partners, LLC 0.02% No change 425 $35K
Truvestments Capital LLC 0.01% Reduce -21.2% 423 $35K
Compagnie Lombard Odier SCmA 0.00% No change 400 $33K
Lindbrook Capital, LLC 0.00% Add +14.9% 393 $32K
Colonial Trust Co / SC 0.00% New 387 $32K
WealthCollab, LLC 0.02% No change 379 $31K
Larson Financial Group LLC 0.00% Reduce -28.1% 378 $31K
Raiffeisen Bank International AG 0.00% — 362 $30K
Avior Wealth Management, LLC 0.00% Add +291.2% 356 $29K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 355 $29K
Parkside Financial Bank & Trust 0.00% Add +277.4% 351 $29K
Global X Japan Co., Ltd. 0.00% Add +127.5% 339 $28K
Trust Co. of Vermont 0.00% No change 313 $26K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -98.2% 300 $25K
Huntington National Bank 0.00% Reduce -13.5% 302 $25K
Heritage Wealth Advisors 0.00% No change 300 $24K
Twin Lakes Capital Management, LLC 0.02% No change 298 $24K
Rosenberg Matthew Hamilton 0.01% Add +211.8% 290 $24K
Raleigh Capital Management Inc. 0.01% Add +0.4% 261 $21K
Bellevue Asset Management, LLC 0.01% No change 260 $21K
Global Retirement Partners, LLC 0.00% Reduce -39.3% 243 $20K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $20K
Global Financial Private Client, LLC 0.01% Add +3.9% 238 $19K
Brown Brothers Harriman & Co. 0.00% New 236 $19K
Richards, Merrill & Peterson, Inc. 0.01% — 225 $18K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -12.1% 225 $18K
Sound Income Strategies, LLC 0.00% No change 211 $17K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -3.3% 204 $17K
Talon Private Wealth, LLC 0.00% Reduce -1.9% 206 $17K
First Horizon Advisors, Inc. 0.00% Add +22.2% 204 $17K
GPS Wealth Strategies Group, LLC 0.00% No change 201 $16K
SWAN Capital LLC 0.01% No change 200 $16K
Colonial Trust Advisors 0.00% Reduce -31.0% 200 $16K
Ascentis Wealth Management, LLC 0.01% No change 198 $16K
Private Trust Co. NA 0.00% Reduce -3.5% 196 $16K
JFS Wealth Advisors, LLC 0.00% Add +2.1% 190 $16K
CNB Bank 0.01% Reduce -20.8% 187 $15K
Private Wealth Management Group, LLC 0.01% No change 169 $14K
Prestige Wealth Management Group LLC 0.00% Add +39.0% 139 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Add +195.7% 139 $11K
Spire Wealth Management 0.00% New 128 $10K
Assetmark, Inc. 0.00% Add +807.1% 127 $10K
Measured Risk Portfolios, Inc. 0.01% — 125 $10K
Crowley Wealth Management, Inc. 0.01% — 120 $10K
Brooklyn Investment Group 0.00% Add +46.3% 117 $10K
Hemington Wealth Management 0.00% Add +71.8% 122 $9K
Bruce G. Allen Investments, LLC 0.01% Add +77.0% 108 $9K
Murphy & Mullick Capital Management Corp 0.01% — 106 $9K
City State Bank 0.00% No change 105 $9K
Sanctuary Wealth Management, L.L.C. 0.01% No change 100 $8K
Main Street Group, LTD 0.00% No change 100 $8K
Strategic Investment Solutions, Inc. 0.00% New 100 $8K
CKW Financial Group 0.00% No change 100 $8K
PSI Advisors, LLC 0.00% No change 96 $8K
Mascoma Wealth Management LLC 0.00% No change 92 $8K
Union Bancaire Privee, UBP SA 0.00% — 112 $7K
Hilltop National Bank 0.00% Reduce -52.6% 90 $7K
Westside Investment Management, Inc. 0.00% Reduce -37.0% 85 $7K
Rise Advisors, LLC 0.00% Reduce -45.0% 82 $7K
IAG Wealth Partners, LLC 0.00% New 80 $7K
REAP Financial Group, LLC 0.00% No change 79 $6K
Fourth Dimension Wealth, LLC 0.00% — 75 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 75 $6K
Banque Transatlantique SA 0.00% — 73 $6K
Bell Investment Advisors, Inc 0.00% Add +35.9% 72 $6K
Investment Management Corp. /Va/ 0.01% — 71 $6K
Walleye Capital LLC 0.00% Reduce -99.9% 70 $6K
DecisionPoint Financial, LLC 0.00% No change 68 $6K
Activest Wealth Management 0.00% Add +3.0% 68 $6K
Abound Wealth Management 0.00% No change 65 $5K
WR Wealth Planners, LLC 0.00% Reduce -13.5% 64 $5K
Bessemer Group Inc. 0.00% No change 63 $5K
Princeton Global Asset Management LLC 0.00% No change 60 $5K
CVA Family Office, LLC 0.00% Add +28.3% 59 $5K
Bank & Trust Co 0.00% No change 58 $5K
Sachetta, LLC 0.00% No change 57 $5K
Physician Wealth Advisors, Inc. 0.00% New 51 $4K
Hurley Capital, LLC 0.00% — 50 $4K
Towne Trust Company, N.A 0.00% No change 50 $4K
Bfsg, LLC 0.00% No change 50 $4K
Continuum Advisory, LLC 0.00% Add +8.7% 50 $4K
Quintet Private Bank (Europe) S.A. 0.00% No change 50 $4K
Ameritas Investment Partners, Inc. 0.00% No change 50 $4K
Golden State Wealth Management, LLC 0.00% — 50 $4K
Avion Wealth 0.00% Add +18.0% 59 $4K
Glen Eagle Advisors, LLC 0.00% No change 45 $4K
Stephens Consulting, LLC 0.00% Reduce -56.4% 44 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 43 $4K
Salem Investment Counselors Inc. 0.00% No change 42 $3K
Sandy Spring Bank 0.00% No change 42 $3K
TFC Financial Management, Inc. 0.00% No change 40 $3K
Graney & King, LLC 0.00% — 40 $3K
Key Financial Inc 0.00% No change 40 $3K
Oarsman Capital, Inc. 0.00% No change 40 $3K
Noble Wealth Management PBC 0.00% — 38 $3K
EMC Capital Management 0.00% New 36 $3K
Concord Wealth Partners 0.00% Add +40.0% 35 $3K
Kestra Investment Management, LLC 0.00% New 35 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +10.3% 32 $3K
Allianz SE 0.00% New 31 $3K
Eagle Bay Advisors LLC 0.00% No change 30 $2K
WPG Advisers, LLC 0.00% — 29 $2K
SJS Investment Consulting Inc. 0.00% Reduce -3.3% 29 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -9.4% 29 $2K
Morton Brown Family Wealth, LLC 0.00% New 27 $2K
Whipplewood Advisors, LLC 0.00% — 26 $2K
MV Capital Management, Inc. 0.00% Reduce -7.1% 26 $2K
Sunbelt Securities, Inc. 0.00% Reduce -81.1% 25 $2K
Financial Gravity Companies, Inc. 0.00% New 25 $2K
Anchor Investment Management, LLC 0.00% No change 25 $2K
North Star Investment Management Corp. 0.00% No change 25 $2K
Whittier Trust Co. 0.00% Reduce -66.7% 25 $2K
Capital Analysts, LLC 0.00% No change 22 $2K
Park Place Capital Corp 0.00% No change 24 $2K
YANKCOM Partnership 0.00% — 23 $2K
Farmers & Merchants Investments Inc. 0.00% No change 23 $2K
West Paces Advisors Inc. 0.00% No change 22 $2K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Add +2000.0% 21 $2K
American Capital Advisory, LLC 0.00% No change 20 $2K
Pilgrim Partners Asia Pte Ltd 0.00% — 20 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 20 $2K
Field & Main Bank 0.00% No change 20 $2K
Quent Capital, LLC 0.00% Reduce -41.2% 20 $2K
HHM Wealth Advisors, LLC 0.00% New 19 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 18 $1K
Raffa Wealth Management, LLC 0.00% No change 18 $1K
UMB Bank, n.a. 0.00% No change 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% No change 16 $1K
Cape Investment Advisory, Inc. 0.00% Add +7.1% 15 $1K
McIlrath & Eck, LLC 0.00% No change 15 $1K
Beacon Capital Management, LLC 0.00% No change 15 $1K
SOA Wealth Advisors, LLC. 0.00% No change 14 $1K
Bear Mountain Capital, Inc. 0.00% No change 14 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -82.4% 16 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.7% 17 $1K
DT Investment Partners, LLC 0.00% No change 12 $980
Principia Wealth Advisory, LLC 0.00% — 12 $979
Redwood Park Advisors LLC 0.00% — 10 $817
Chelsea Counsel Co. 0.00% No change 10 $817
Hartford Financial Management Inc. 0.00% No change 10 $817
Carolina Wealth Advisors, LLC 0.00% New 10 $816
Synergy Investment Management, LLC 0.00% — 10 $816
Riverview Trust Co 0.00% No change 9 $734
AdvisorNet Financial, Inc 0.00% Reduce -62.5% 9 $734
PayPay Securities Corp 0.03% Add +60.0% 8 $653
MPWM Advisory Solutions, LLC 0.00% — 8 $653
C M Bidwell & Associates Ltd. 0.00% Reduce -75.0% 8 $653
CBIZ Investment Advisory Services, LLC 0.00% No change 8 $653
Archer Investment Corp 0.00% No change 8 $612
Rothschild Investment LLC 0.00% Reduce -46.1% 7 $571
Decker Retirement Planning Inc. 0.00% — 6 $490
BankPlus Trust Department 0.00% — 6 $490
Crewe Advisors LLC 0.00% No change 6 $490
Plante Moran Financial Advisors, LLC 0.00% No change 6 $490
Bogart Wealth, LLC 0.00% New 6 $490
Riggs Asset Managment Co. Inc. 0.00% No change 5 $414
Wolff Wiese Magana LLC 0.00% No change 5 $409
West Branch Capital LLC 0.00% No change 5 $409
Glass Jacobson Investment Advisors llc 0.00% No change 5 $409
Kimelman & Baird, LLC 0.00% No change 5 $409
Sierra Ocean, LLC 0.00% — 5 $408
Financial Avengers, Inc. 0.00% No change 5 $408
Transce3nd, LLC 0.00% — 5 $408
TD Private Client Wealth LLC 0.00% New 5 $408
Asset Dedication, LLC 0.00% No change 4 $327
Parkworth Wealth Management, Inc. 0.00% — 4 $326
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $326
ORG Partners LLC 0.00% No change 4 $326
Lam Group, Inc. 0.00% No change 3 $245
Atticus Wealth Management, LLC 0.00% No change 3 $245
CGC Financial Services, LLC 0.00% No change 3 $245
Country Trust Bank 0.00% No change 3 $245
Coppell Advisory Solutions LLC 0.00% No change 2 $165
Valley Wealth Managers, Inc. 0.00% No change 2 $163
Clark Wealth Partners 0.00% — 1 $82
Core Alternative Capital 0.00% No change 1 $82
Capital Advisors, Ltd. LLC 0.00% No change 5 $0

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