Zoom CommunicationsZM

13F holders, Q1 2025 (March 31)
713holders −1
81new positions
92sold out
8famous investors
$73.71avg. 13F price*

At the end of Q1 2025, 713 institutions reported holding Zoom Communications Inc. (ZM) in their 13F filings, down 1 from Q4 2024. 81 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.3B) and FMR LLC ($700.6M). 8 famous investors held it, including Cliff Asness (0.6% 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.
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions81$132.1M
Exits92$289.5M

All 13F filers, Q4 2024 → Q1 2025: 16,320,859 shares bought and 20,247,918 shares sold, net −3,927,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 713 holders

Vanguard Group Inc. 0.03% Add +2.6% 24,796,654 $1.8B
BlackRock, Inc. 0.03% Add +0.8% 17,606,513 $1.3B
FMR LLC 0.04% Reduce -25.4% 9,496,514 $700.6M
AQR Capital Management 0.55% Reduce -1.8% 7,406,223 $536.5M
State Street Corp. 0.02% Add +2.0% 6,779,450 $500.1M
T. Rowe Price Investment Management, Inc. 0.31% Add +0.6% 6,421,733 $473.7M
Norges Bank 0.06% Reduce -32.6% 6,209,590 $458.1M
Newlands Management Operations LLC 2.89% No change 5,785,588 $426.8M
JPMorgan Chase & Co. 0.03% Add +181.0% 5,476,816 $404.0M
Geode Capital Management, LLC 0.03% Add +3.2% 4,771,397 $351.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -9.0% 3,796,797 $280.1M
Renaissance Technologies 0.41% Reduce -15.6% 3,631,848 $267.9M
FIL Ltd 0.23% Add +10.9% 3,339,632 $246.4M
Acadian Asset Management LLC 0.56% Reduce -5.8% 2,672,147 $197.1M
Altshuler Shaham Ltd 3.68% Reduce -0.1% 2,055,107 $151.6M
Pacer Advisors, Inc. 0.38% Reduce -58.4% 1,994,516 $147.1M
Legal & General Group Plc 0.04% Add +4.7% 1,869,669 $137.9M
Northern Trust Corp. 0.02% Add +0.1% 1,781,654 $131.4M
KBC Group NV 0.40% Reduce -0.2% 1,759,421 $129.8M
Balyasny Asset Management L.P. 0.33% Add +8940.9% 1,758,268 $129.7M
Dimensional Fund Advisors LP 0.03% Add +1.0% 1,679,499 $123.9M
Morgan Stanley 0.01% Add +5.8% 1,530,368 $112.9M
First Trust Advisors LP 0.09% Reduce -7.8% 1,414,361 $104.3M
Victory Capital Management Inc. 0.11% Add +119.5% 1,405,311 $103.7M
Caisse de depot et placement du Quebec 0.22% Add +13.1% 1,399,652 $103.3M
Charles Schwab Investment Management Inc. 0.02% Add +1.5% 1,387,497 $102.4M
HSBC Holdings PLC 0.07% Add +9.1% 1,330,882 $98.1M
Robeco Institutional Asset Management B.V. 0.19% Add +4.3% 1,306,700 $96.4M
UBS Group AG 0.02% Add +8.4% 1,295,844 $95.6M
Raymond James Financial Inc. 0.04% Add +5.6% 1,287,551 $95.0M
California Public Employees Retirement System 0.06% Add +0.3% 1,259,782 $92.9M
Arrowstreet Capital, Limited Partnership 0.07% Add +21.7% 1,215,504 $89.7M
Primecap Management Co. 0.07% Add +0.1% 1,203,050 $88.7M
Comprehensive Financial Management LLC 2.72% No change 1,171,195 $86.4M
Allianz Asset Management GmbH 0.12% Add +8.1% 1,112,293 $82.1M
Bank of New York Mellon Corp 0.02% Reduce -4.1% 1,052,227 $77.6M
Assenagon Asset Management S.A. 0.14% Reduce -16.3% 1,047,841 $77.3M
Bank of America Corp. 0.01% Add +49.8% 933,324 $68.9M
Citadel Advisors 0.07% Add +86.2% 918,213 $67.7M
LSV Asset Management 0.16% Add +6.7% 906,420 $66.9M
Junto Capital Management LP 1.47% Add +93.8% 868,507 $64.1M
Deutsche Bank AG 0.02% Reduce -22.1% 831,800 $61.4M
Nordea Investment Management AB 0.06% Add +8.3% 843,877 $61.3M
Goldman Sachs Group Inc. 0.01% Add +71.5% 734,942 $54.2M
Retirement Systems of Alabama 0.21% Add +1.8% 717,073 $52.9M
Swiss National Bank 0.04% Reduce -0.0% 703,400 $51.9M
Invesco Ltd. 0.01% Add +5.1% 682,458 $50.3M
Amundi 0.02% Reduce -31.1% 638,266 $46.8M
Man Group plc 0.14% Add +85.7% 633,280 $46.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.35% — 633,000 $46.7M
Federated Hermes, Inc. 0.10% Reduce -11.7% 627,740 $46.3M
National Pension Service 0.04% Add +1.4% 622,358 $45.9M
Prudential Financial Inc. 0.07% Add +23.0% 621,362 $45.8M
Citigroup Inc. 0.03% Add +70.3% 593,334 $43.8M
Ensign Peak Advisors, Inc 0.08% Reduce -1.7% 591,717 $43.7M
Qube Research & Technologies Ltd 0.07% Reduce -26.9% 584,984 $43.2M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -1.0% 584,813 $43.1M
TD Asset Management Inc 0.04% Add +0.3% 570,316 $42.1M
Two Sigma Advisers, LP 0.09% Reduce -47.4% 564,200 $41.6M
GMO 0.13% Add +0.2% 559,775 $41.3M
BNP Paribas Financial Markets 0.03% Add +11.4% 559,080 $41.2M
D. E. Shaw & Co. 0.05% Reduce -43.4% 555,407 $41.0M
DekaBank Deutsche Girozentrale 0.08% Reduce -1.6% 529,041 $39.1M
Franklin Resources Inc. 0.01% Add +26.9% 523,540 $38.6M
Nuveen, LLC 0.01% — 510,322 $37.6M
Royal Bank of Canada 0.01% Add +7.4% 437,598 $32.3M
Alliancebernstein L.P. 0.01% Add +16.1% 435,971 $32.2M
Gilder Gagnon Howe & Co. LLC 0.39% Reduce -3.5% 407,079 $30.0M
Russell Investments Group, Ltd. 0.04% Reduce -6.9% 392,551 $29.2M
California State Teachers Retirement System 0.04% Reduce -0.7% 384,561 $28.4M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -0.9% 353,618 $26.1M
Teacher Retirement System of Texas 0.11% Reduce -40.8% 349,699 $25.8M
Andra AP-fonden 0.41% Add +11.2% 342,200 $25.2M
Storebrand Asset Management As 0.08% Add +6.2% 341,844 $25.2M
HRT Financial LP 0.15% Add +335.1% 325,582 $24.0M
KLP Kapitalforvaltning As 0.12% Add +0.7% 325,000 $24.0M
Twin Tree Management, LP 0.52% Add +242.9% 321,044 $23.7M
Quantinno Capital Management LP 0.15% Add +106.6% 320,000 $23.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +5.4% 312,447 $23.0M
Kettle Hill Capital Management, LLC 6.24% Add +319.5% 308,160 $22.7M
Rhumbline Advisers 0.02% Reduce -3.2% 303,319 $22.4M
Avory & Company, LLC 14.42% Reduce -2.2% 295,833 $21.8M
Nan Fung Trinity (hk) Ltd. 3.34% New 285,700 $21.1M
Barclays PLC 0.01% Reduce -18.5% 281,594 $20.8M
Martingale Asset Management L P 0.52% Reduce -13.1% 277,427 $20.5M
Susquehanna Fundamental Investments, LLC 0.34% Add +10.5% 275,486 $20.3M
Freestone Grove Partners LP 0.21% New 270,404 $19.9M
Jane Street Group, LLC 0.04% Add +444.4% 268,711 $19.8M
American Century Companies Inc. 0.01% Add +1.9% 264,069 $19.5M
Glenmede Trust Co. NA 0.10% Reduce -1.9% 258,635 $19.1M
State Board of Administration of Florida Retirement System 0.04% Reduce -1.3% 255,198 $18.8M
Handelsbanken Fonder AB 0.08% Reduce -1.2% 253,691 $18.7M
Panagora Asset Management Inc. 0.09% Add +5457.2% 253,018 $18.7M
Susquehanna International Group, LLP 0.03% Add +3.6% 252,151 $18.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +0.4% 251,342 $18.5M
Canada Pension Plan Investment Board 0.02% Add +27.7% 240,407 $17.7M
Aberdeen Group plc 0.03% Add +200.1% 229,926 $17.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +207.2% 228,347 $16.8M
Alta Park Capital, LP 3.27% New 228,317 $16.8M
CANADA LIFE ASSURANCE Co 0.03% Reduce -23.3% 227,660 $16.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +0.2% 225,232 $16.7M
Illinois Municipal Retirement Fund 0.24% Add +11.6% 225,412 $16.6M
Invenomic Capital Management LP 0.84% Reduce -22.5% 224,688 $16.6M
T. Rowe Price Associates Inc. 0.00% Reduce -6.9% 222,117 $16.4M
Allspring Global Investments Holdings, LLC 0.03% Add +294.6% 215,029 $15.9M
Mediolanum International Funds Ltd 0.22% Reduce -1.3% 207,423 $15.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.47% Reduce -1.8% 207,442 $15.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +7.5% 201,199 $14.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +4.3% 196,809 $14.5M
Korea Investment CORP 0.03% Add +20.2% 192,062 $14.2M
Ameriprise Financial Inc. 0.00% Add +43.1% 189,085 $13.9M
State of Michigan Retirement System 0.08% Add +27.0% 187,966 $13.9M
Aware Super Pty Ltd as trustee of Aware Super 0.23% No change 183,736 $13.6M
Danske Bank A/S 0.04% Add +44.6% 176,393 $13.0M
Principal Financial Group Inc. 0.01% Add +18.5% 175,918 $13.0M
Jupiter Asset Management Ltd. 0.12% Add +3660.5% 175,012 $12.9M
Sei Investments Co. 0.02% Add +28.7% 168,164 $12.4M
New York State Common Retirement Fund 0.02% Add +7.0% 166,325 $12.3M
Treasurer of the State of North Carolina 0.05% Add +8.4% 165,100 $12.2M
Skandinaviska Enskilda Banken AB (publ) 0.06% Add +59.0% 155,801 $11.5M
Quinn Opportunity Partners LLC 0.81% Reduce -27.8% 155,409 $11.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +12.2% 153,984 $11.4M
Wells Fargo & Company 0.00% Reduce -46.5% 152,761 $11.3M
Zacks Investment Management 0.10% Add +1.9% 150,538 $11.1M
Massachusetts Financial Services Co. 0.00% Add +43.8% 148,804 $11.0M
Two Sigma Investments, LP 0.02% Reduce -83.8% 142,053 $10.5M
State of Wisconsin Investment Board 0.03% Add +2.5% 140,714 $10.4M
APG Asset Management N.V. 0.03% Reduce -4.2% 150,516 $10.3M
Gotham Asset Management 0.08% Add +120.3% 136,140 $10.0M
Cerity Partners LLC 0.02% Add +18.4% 133,049 $9.8M
Ieq Capital, LLC 0.07% Reduce -10.5% 125,967 $9.3M
Empowered Funds, LLC 0.13% Add +9.7% 125,789 $9.3M
Sand Hill Global Advisors, LLC 0.38% No change 123,610 $9.1M
Jain Global LLC 0.19% Add +73.5% 121,106 $8.9M
Royal London Asset Management Ltd. 0.02% Add +10.7% 118,998 $8.8M
Beacon Pointe Advisors, LLC 0.09% Reduce -0.1% 111,164 $8.2M
Vinva Investment Management Ltd 0.32% Add +65.0% 108,340 $8.1M
Pinebridge Investments, L.P. 0.06% Add +2.3% 109,040 $8.0M
Shannon River Fund Management LLC 2.09% New 108,779 $8.0M
Blair William & Co. 0.02% Add +14.1% 102,215 $7.5M
Pictet Asset Management Holding SA 0.01% Reduce -40.6% 101,247 $7.5M
Alyeska Investment Group, L.P. 0.03% Reduce -90.8% 99,532 $7.3M
Woodline Partners LP 0.05% New 97,717 $7.2M
Focus Partners Wealth 0.02% Reduce -10.2% 95,452 $7.0M
Asset Management One Co., Ltd. 0.02% Add +0.9% 94,712 $7.0M
Schroder Investment Management Group 0.01% Reduce -28.0% 91,678 $6.9M
LPL Financial LLC 0.00% Add +5.2% 90,584 $6.7M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -7.5% 89,200 $6.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +9.2% 88,100 $6.5M
ExodusPoint Capital Management, LP 0.09% New 87,973 $6.5M
Public Employees Retirement System of Ohio 0.02% Reduce -5.2% 86,975 $6.4M
State of New Jersey Common Pension Fund D 0.03% Reduce -4.9% 84,878 $6.3M
Van Eck Associates Corp. 0.01% Add +6.6% 83,882 $6.2M
Resona Asset Management Co.,Ltd. 0.04% Add +5.7% 82,338 $6.1M
Cwm, LLC 0.02% Add +5.9% 81,273 $6.0M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -54.8% 80,369 $5.9M
Lane Generational LLC 6.72% Reduce -0.3% 80,223 $5.9M
Clal Insurance Enterprises Holdings Ltd 0.06% New 80,000 $5.9M
Swedbank AB 0.01% Reduce -4.8% 78,267 $5.8M
Bank Hapoalim BM 0.82% Reduce -2.0% 74,242 $5.5M
Mackenzie Financial Corp. 0.01% Add +4.1% 73,878 $5.4M
Nomura Asset Management Co. Ltd. 0.02% Add +0.3% 72,259 $5.3M
Arizona State Retirement System 0.03% Reduce -0.2% 72,102 $5.3M
Dana Investment Advisors, Inc. 0.19% Reduce -1.2% 71,707 $5.3M
Voya Investment Management LLC 0.01% Add +24.2% 70,180 $5.2M
Lazard Asset Management LLC 0.01% Reduce -35.8% 68,258 $5.0M
Millennium Management 0.01% Add +324.4% 67,852 $5.0M
Insight Holdings Group, LLC 0.38% No change 65,900 $4.9M
Hudson Capital Management LLC 1.50% Add +1.9% 64,571 $4.8M
Corient Private Wealth LP 0.01% Add +5.4% 64,054 $4.7M
Macquarie Group Ltd. 0.01% Add +0.1% 63,837 $4.7M
Archon Capital Management LLC 4.94% Add +144.2% 63,500 $4.7M
HighTower Advisors, LLC 0.01% Add +0.6% 59,714 $4.4M
Kerrisdale Advisers, LLC 1.82% Add +17.5% 58,839 $4.3M
Nissay Asset Management Corp. /Japan 0.03% Add +5.9% 56,370 $4.2M
AXA S.A. 0.01% Add +167.8% 56,052 $4.1M
Harvey Capital Management Inc. 0.99% Reduce -25.8% 51,335 $3.8M
Summit Global Investments 0.27% Reduce -5.8% 50,735 $3.7M
Hohimer Wealth Management, LLC 0.72% Add +0.0% 49,769 $3.7M
Neuberger Berman Group LLC 0.00% Add +16.5% 49,514 $3.7M
Crossmark Global Holdings, Inc. 0.06% Add +201.1% 49,304 $3.6M
IFM Investors Pty Ltd 0.04% No change 47,769 $3.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +0.0% 47,700 $3.5M
USS Investment Management Ltd 0.03% No change 47,015 $3.5M
Forsta Ap-Fonden 0.03% Reduce -5.3% 46,800 $3.5M
Vontobel Holding Ltd. 0.01% Add +12.2% 46,491 $3.4M
STRS Ohio 0.01% Add +2.3% 45,776 $3.4M
DNB Asset Management AS 0.02% Add +1.7% 45,422 $3.4M
State of Alaska, Department of Revenue 0.04% No change 45,000 $3.3M
Adero Partners, LLC 0.21% Add +701.5% 44,153 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.2% 44,152 $3.3M
Elo Mutual Pension Insurance Co 0.07% Add +61.0% 43,895 $3.2M
Utah Retirement Systems 0.04% No change 43,620 $3.2M
Northstar Asset Management Inc. 0.94% Reduce -5.4% 42,942 $3.2M
Creative Planning 0.00% Add +8.8% 42,836 $3.2M
PEAK6 LLC 0.12% New 41,724 $3.1M
Montag A & Associates Inc. 0.15% New 41,527 $3.1M
Silver Lake Advisory, LLC 1.33% Add +2.7% 41,420 $3.1M
Evergreen Capital Management LLC 0.10% Add +1.1% 40,901 $3.0M
Arkadios Wealth Advisors 0.11% Add +2.6% 40,647 $3.0M
Connective Capital Management, LLC 2.70% New 39,782 $2.9M
Mariner, LLC 0.00% Add +34.9% 38,665 $2.9M
Accurate Wealth Management, LLC 0.54% Add +40.8% 39,969 $2.9M
Toronto Dominion Bank 0.01% Add +14.5% 38,409 $2.8M
Police & Firemen's Retirement System of New Jersey 0.03% No change 38,246 $2.8M
Eisler Capital Management Ltd. 0.08% New 36,939 $2.7M
LMR Partners LLP 0.07% New 36,660 $2.7M
Agf Management Ltd. 0.01% New 36,412 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +5.2% 35,245 $2.6M
Shelton Capital Management 0.06% New 34,800 $2.6M
Baker Avenue Asset Management, LP 0.08% Add +6.4% 34,760 $2.6M
Jefferies Financial Group Inc. 0.05% Add +2212.9% 34,694 $2.6M
Moran Wealth Management, LLC 0.09% New 34,425 $2.5M
Walleye Capital LLC 0.03% Add +46301.4% 32,481 $2.4M
Lecap Asset Management Ltd. 0.55% New 32,092 $2.4M
Wellington Management Group LLP 0.00% Reduce -2.2% 31,021 $2.3M
Apella Capital, LLC 0.08% Add +0.8% 31,614 $2.3M
K.J. Harrison & Partners Inc 0.43% New 30,000 $2.2M
Tidal Investments LLC 0.02% Reduce -19.4% 29,921 $2.2M
Envestnet Asset Management Inc. 0.00% Add +0.7% 29,353 $2.2M
Private Advisor Group, LLC 0.01% Reduce -1.2% 28,922 $2.1M
XTX Topco Ltd 0.11% Add +388.4% 28,166 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -3.3% 27,543 $2.0M
Heron Bay Capital Management 0.43% Add +3.8% 27,529 $2.0M
DCF Advisers, LLC 1.09% Add +22.2% 27,500 $2.0M
Xponance LLC 0.02% Reduce -0.6% 27,411 $2.0M
Swiss Life Asset Management Ltd 0.01% Add +120.7% 27,011 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +0.2% 26,884 $2.0M
Transcend Capital Advisors, LLC 0.14% Reduce -22.1% 26,773 $2.0M
Bellecapital International Ltd. 0.39% Add +1.3% 26,634 $2.0M
Monaco Asset Management SAM 0.99% Add +253.3% 26,500 $2.0M
SG Americas Securities, LLC 0.01% Reduce -17.9% 26,405 $1.9M
OP Asset Management Ltd 0.03% — 26,020 $1.9M
HERALD INVESTMENT MANAGEMENT Ltd 0.36% No change 25,910 $1.9M
Yelin Lapidot Holdings Management Ltd. 0.37% Add +94.7% 25,900 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 25,383 $1.9M
Jacobs Levy Equity Management, Inc. 0.01% New 25,319 $1.9M
SBI Securities Co., Ltd. 0.06% Reduce -0.3% 24,939 $1.8M
Engineers Gate Manager LP 0.03% Add +87.2% 24,775 $1.8M
Illumine Investment Management, LLC 1.48% Add +0.3% 24,511 $1.8M
New York State Teachers Retirement System 0.00% Add +0.7% 24,298 $1.8M
Daiwa Securities Group Inc. 0.01% Add +1.6% 24,214 $1.8M
Cetera Investment Advisers 0.00% Add +45.9% 24,206 $1.8M
L2 Asset Management, LLC 0.36% New 23,926 $1.8M
Nisa Investment Advisors, LLC 0.01% Add +8.7% 23,751 $1.8M
Pallas Capital Advisors LLC 0.07% Add +37.4% 23,688 $1.7M
Strategic Global Advisors, LLC 0.34% Reduce -3.3% 23,327 $1.7M
Mercer Global Advisors Inc. 0.00% Add +29.8% 23,312 $1.7M
AE Wealth Management LLC 0.01% New 22,728 $1.7M
Janney Montgomery Scott LLC 0.00% Add +22.1% 22,706 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -22.7% 22,266 $1.7M
Diversified Trust Co. 0.04% Reduce -1.8% 21,699 $1.6M
Stifel Financial Corp. 0.00% Add +51.8% 21,110 $1.6M
Janus Henderson Group PLC 0.00% No change 20,787 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Add +37.3% 20,664 $1.5M
Westpac Banking Corp. 0.11% Reduce -22.3% 20,652 $1.5M
Collar Capital Management, LLC 1.38% Add +2.2% 20,630 $1.5M
QRG Capital Management, Inc. 0.02% Add +28.8% 20,532 $1.5M
Circle Wealth Management, LLC 0.03% Add +201.6% 20,391 $1.5M
Tredje AP-fonden 0.01% No change 20,249 $1.5M
Perpetual Ltd 0.02% Reduce -23.0% 19,863 $1.5M
Generali Asset Management SPA SGR 0.04% Reduce -48.0% 19,507 $1.4M
Rafferty Asset Management, LLC 0.01% Reduce -23.0% 19,288 $1.4M
Cornercap Investment Counsel Inc. 0.72% Reduce -1.3% 18,650 $1.4M
Aviva PLC 0.00% Add +5.6% 18,061 $1.3M
Kentucky Retirement Systems 0.04% New 18,001 $1.3M
Marshall Wace, LLP 0.00% Reduce -69.4% 17,900 $1.3M
Easterly Investment Partners LLC 0.11% Reduce -78.3% 17,877 $1.3M
Hel Ved Capital Management Ltd 0.66% Reduce -43.5% 17,665 $1.3M
CreativeOne Wealth, LLC 0.04% Add +75.8% 17,613 $1.3M
Harrington Investments, INC 0.73% Reduce -1.4% 17,300 $1.3M
Mizuho Markets Americas LLC 0.03% Add +74.0% 17,074 $1.3M
Merit Financial Group, LLC 0.02% Add +29.5% 17,000 $1.3M
Intech Investment Management LLC 0.01% Add +59.1% 16,785 $1.2M
Alps Advisors Inc. 0.01% Add +1.6% 16,302 $1.2M
Captrust Financial Advisors 0.00% Reduce -10.4% 16,113 $1.2M
Caxton Associates LLP 0.04% — 16,075 $1.2M
Virtus Investment Advisers, LLC 0.33% New 16,028 $1.2M
Wright Investors Service Inc. 0.38% Reduce -0.8% 15,718 $1.2M
Marex Group Ltd 0.02% Reduce -6.4% 15,660 $1.2M
Bridgewater Associates 0.01% New 15,459 $1.1M
Convergence Investment Partners, LLC 0.31% New 15,310 $1.1M
Profund Advisors LLC 0.05% Add +39.6% 15,279 $1.1M
Basepoint Wealth LLC 0.87% Reduce -5.4% 15,145 $1.1M
Peak Retirement Planning, Inc. 0.62% Add +28.2% 15,090 $1.1M
Gifford Fong Associates 0.28% No change 15,000 $1.1M
Investment Management Corp of Ontario 0.02% Add +0.7% 14,879 $1.1M
Ontario Teachers Pension Plan Board 0.02% Add +62.5% 14,743 $1.1M
Sterling Capital Management LLC 0.02% Reduce -6.2% 14,662 $1.1M
Cresset Asset Management, LLC 0.01% Add +1.7% 14,551 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +1.7% 14,406 $1.1M
Amalgamated Bank 0.01% Add +4.2% 14,237 $1.1M
Motley Fool Asset Management LLC 0.06% Add +1.9% 14,198 $1.0M
Credit Agricole S A 0.00% Reduce -24.6% 14,113 $1.0M
Gulf International Bank (UK) Ltd 0.04% Reduce -25.0% 14,013 $1.0M
Vestcor Inc 0.03% Add +163.3% 13,743 $1.0M
Ameritas Advisory Services, LLC 0.04% Reduce -9.3% 13,693 $1.0M
OMERS ADMINISTRATION Corp 0.01% Reduce -56.3% 13,593 $1.0M
Camelot Portfolios, LLC 0.62% Add +56.3% 13,579 $1.0M
AG2R La Mondiale Gestion D'actifs 0.05% — 12,294 $999K
Klein Pavlis & Peasley Financial, Inc. 0.71% Add +6.7% 13,412 $993K
Caprock Group, LLC 0.03% Add +278.1% 13,360 $986K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -22.0% 13,101 $966K
Bank of Nova Scotia 0.00% Add +180.0% 12,984 $958K
Vident Advisory, LLC 0.01% Add +190.0% 12,962 $956K
Grant Private Wealth Management Inc 1.02% Add +12.4% 12,870 $949K
Gateway Investment Advisers LLC 0.01% Add +2.4% 12,847 $948K
Ossiam 0.01% Reduce -94.4% 12,823 $946K
Summit Trail Advisors, LLC 0.03% Add +110.0% 12,592 $929K
Avanza Fonder AB 0.03% Reduce -35.5% 12,350 $927K
Maryland State Retirement & Pension System 0.02% Reduce -12.4% 12,325 $909K
Nomura Holdings Inc. 0.00% Reduce -59.0% 12,309 $908K
Summit Securities Group LLC 0.63% Reduce -40.1% 12,277 $906K
Daiichi Life Insurance Co., Ltd. 0.03% No change 12,154 $897K
Federation des caisses Desjardins du Quebec 0.00% Add +8.9% 11,997 $885K
Simplicity Wealth,LLC 0.07% New 11,979 $884K
Cambridge Investment Research Advisors, Inc. 0.00% Add +15.5% 11,928 $880K
Fox Run Management, L.L.C. 0.13% Add +127.0% 11,757 $867K
Banque Cantonale Vaudoise 0.04% — 11,637 $859K
Jones Financial Companies LLLP 0.00% Add +29.9% 11,307 $846K
Ethic Inc. 0.02% Add +5.3% 11,410 $845K
Cibc World Markets Corp. 0.01% Add +0.7% 11,350 $837K
JT Stratford LLC 0.15% Reduce -1.5% 11,274 $832K
Candriam S.C.A. 0.01% New 11,083 $818K
CIBC Asset Management Inc 0.00% Add +5.6% 10,909 $805K
FORA Capital, LLC 0.08% Reduce -73.4% 10,891 $803K
Winnacle Wealth LLC 0.74% Add +31.8% 10,823 $798K
MML Investors Services, LLC 0.00% Reduce -39.6% 10,764 $794K
Perigon Wealth Management, LLC 0.02% Reduce -1.9% 10,686 $788K
Wealthfront Advisers LLC 0.00% Reduce -14.4% 10,502 $775K
Leonteq Securities AG 0.06% Reduce -54.6% 10,509 $772K
Wynn Capital, LLC 0.45% Add +1.6% 10,194 $752K
Plato Investment Management Ltd 0.06% Reduce -0.3% 9,993 $745K
Hillsdale Investment Management Inc. 0.04% Add +2.3% 10,100 $745K
Sphera Management Technology Funds Ltd 0.59% No change 10,000 $738K
Donald L. Hagan, LLC 0.37% Add +3.9% 9,604 $708K
Achmea Investment Management B.V. 0.01% Reduce -12.2% 9,591 $708K
Claret Asset Management Corp 0.14% Add +0.0% 9,434 $696K
Ashton Thomas Private Wealth, LLC 0.03% Add +39.0% 9,207 $679K
EP Wealth Advisors, LLC 0.01% Reduce -0.9% 9,032 $666K
Campbell & CO Investment Adviser LLC 0.05% Reduce -12.5% 8,978 $662K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +5.4% 8,874 $655K
Integrated Wealth Concepts LLC 0.01% Reduce -82.0% 8,829 $651K
Brevan Howard Capital Management LP 0.02% Reduce -75.1% 8,888 $646K
Pathstone Holdings, LLC 0.00% Add +1.1% 8,851 $645K
Schonfeld Strategic Advisors LLC 0.00% Reduce -71.8% 8,489 $626K
Bank of Montreal 0.00% Add +1.3% 8,472 $625K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -69.9% 8,370 $617K
Intellectus Partners, LLC 0.15% Reduce -2.4% 8,060 $595K
NewEdge Advisors, LLC 0.00% Add +16.8% 8,009 $591K
Bayforest Capital Ltd 0.25% Add +432.5% 7,934 $585K
Itau Unibanco Holding S.A. 0.02% Add +17.8% 7,935 $585K
Avantax Advisory Services, Inc. 0.00% Add +22.8% 7,928 $585K
APG Asset Management US Inc. 0.00% No change 7,839 $580K
Verus Capital Partners, LLC 0.06% Reduce -21.3% 7,753 $572K
Kentucky Retirement Systems Insurance Trust Fund 0.04% New 7,667 $566K
Hunting Hill Global Capital, LLC 0.71% No change 7,607 $561K
Synergy Financial Group, LTD 0.50% Add +37.9% 7,498 $553K
State of Wyoming 0.07% Reduce -2.0% 7,413 $547K
Unique Wealth Strategies, LLC 0.25% New 7,375 $544K
Applied Finance Capital Management, LLC 0.04% Reduce -2.8% 7,366 $543K
Natixis 0.00% Reduce -7.3% 7,319 $536K
Thrive Capital Management, LLC 0.32% Reduce -58.1% 7,255 $535K
Versor Investments LP 0.09% New 7,100 $524K
Rakuten Investment Management, Inc. 0.00% — 6,882 $515K
ASR Vermogensbeheer N.V. 0.01% — 6,960 $513K
Mission Wealth Management, LP 0.01% Reduce -7.0% 6,895 $509K
GF Fund Management Co. LTD. 0.01% Add +277.3% 6,847 $505K
GraniteShares Advisors LLC 0.32% Add +0.2% 6,729 $496K
Citizens Financial Group Inc. 0.01% Reduce -2.8% 6,693 $494K
Boston Partners 0.00% Add +4.0% 6,683 $493K
Evoke Wealth, LLC 0.01% Add +0.3% 6,657 $491K
M&T Bank Corp 0.00% Reduce -44.6% 6,652 $491K
Compound Planning, Inc. 0.02% Reduce -0.4% 6,653 $491K
Allstate Corp. 0.01% Reduce -8.3% 6,603 $487K
Wiser Advisor Group LLC 0.71% Add +30.5% 6,517 $481K
ArrowMark Colorado Holdings LLC 0.01% Reduce -49.2% 6,500 $480K
Everhart Financial Group, Inc. 0.07% Add +6.4% 6,488 $479K
Guggenheim Capital LLC 0.00% Reduce -8.0% 6,449 $476K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -69.1% 6,357 $469K
Focus Partners Advisor Solutions, LLC 0.01% Add +88.6% 6,352 $469K
B. Metzler seel. Sohn & Co. AG 0.00% No change 6,348 $468K
Empirical Asset Management, LLC 0.16% Add +132.1% 6,304 $465K
Sherbrooke Park Advisers LLC 0.22% Add +49.0% 6,300 $465K
Optas, LLC 0.08% New 6,277 $463K
Annex Advisory Services, LLC 0.01% Reduce -0.2% 6,262 $462K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -70.4% 6,118 $451K
Milestone Asset Management, LLC 0.10% New 6,103 $450K
Aaron Wealth Advisors LLC 0.05% Add +18.6% 6,016 $444K
Piar LLC 0.49% Reduce -50.0% 6,010 $443K
Alhambra Investment Management LLC 0.23% Reduce -36.5% 6,008 $443K
Truist Financial Corp. 0.00% Reduce -2.6% 5,958 $440K
Atlas Capital Advisors Inc. 0.05% Reduce -47.1% 5,925 $437K
Kestra Advisory Services, LLC 0.00% Reduce -4.2% 5,907 $436K
Helios Capital Management Pte. Ltd. 0.76% No change 5,900 $435K
Burns Matteson Capital Management, LLC 0.23% Add +3.1% 5,801 $428K
CSS LLC 0.08% Reduce -18.2% 5,660 $418K
DC Investments Management, LLC 0.21% New 5,653 $417K
Clear Harbor Asset Management, LLC 0.03% No change 5,615 $414K
PharVision Advisers, LLC 0.57% New 5,605 $413K
Choreo, LLC 0.01% Add +49.8% 5,577 $411K
Sanctuary Advisors, LLC 0.00% Reduce -61.4% 5,561 $410K
Jackson Creek Investment Advisors LLC 0.13% Add +0.9% 5,486 $405K
Menard Financial Group LLC 0.26% Add +10.6% 5,146 $402K
Metis Global Partners, LLC 0.01% Add +26.3% 5,430 $401K
Whalen Wealth Management Inc. 0.26% Add +73.4% 5,329 $393K
Leuthold Group, LLC 0.05% Reduce -3.0% 5,328 $393K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -0.3% 5,256 $388K
PNC Financial Services Group, Inc. 0.00% Add +28.6% 5,195 $383K
Capital Markets Trading UK LLP 0.44% New 5,191 $383K
Praxis Investment Management Inc. 0.03% Add +21.2% 5,140 $379K
Globeflex Capital L P 0.03% No change 5,130 $378K
McAdam, LLC 0.02% Add +1.9% 5,122 $378K
Algert Global LLC 0.01% Add +18.5% 5,001 $369K
Harvest Fund Management Co., Ltd 0.02% Add +0.0% 4,503 $366K
Concentrum Wealth Management 0.14% Reduce -0.3% 4,959 $366K
Siemens Fonds Invest GmbH 0.02% New 4,888 $361K
Hara Capital LLC 0.24% Reduce -21.7% 4,830 $356K
Poinciana Advisors Group, LLC 0.37% Reduce -1.3% 4,828 $356K
UniSuper Management Pty Ltd 0.00% No change 4,800 $354K
Freedom Investment Management, Inc. 0.03% Add +9.8% 4,760 $351K
MetLife Investment Management, LLC 0.00% Add +2.3% 4,741 $350K
International Assets Investment Management, LLC 0.03% Reduce -3.7% 4,708 $347K
Tru Independence Asset Management 2, LLC 0.26% Reduce -1.9% 4,633 $342K
Teza Capital Management LLC 0.16% New 4,626 $341K
US Bancorp \de 0.00% Add +32.1% 4,618 $341K
Lansing Street Advisors 0.11% Add +0.0% 4,612 $340K
Kera Capital Partners, Inc. 0.10% Add +20.8% 4,602 $339K
Earned Wealth Advisors, LLC 0.07% Add +10.7% 4,601 $339K
SYM FINANCIAL Corp 0.04% Reduce -0.8% 4,540 $335K
Certuity, LLC 0.04% Add +16.8% 4,514 $334K
Yousif Capital Management, LLC 0.00% Add +31.9% 4,453 $328K
Forum Financial Management, LP 0.01% Add +0.9% 4,260 $314K
Kestra Private Wealth Services, LLC 0.01% New 4,178 $308K
Chicago Partners Investment Group LLC 0.01% Reduce -1.6% 3,885 $306K
Centiva Capital, LP 0.02% New 4,122 $304K
One Day In July LLC 0.03% Add +2.5% 4,079 $301K
denkapparat Operations GmbH 0.31% Add +33.0% 4,014 $296K
Midwest Financial Group LLC 0.17% Reduce -3.6% 4,010 $296K
Corient IA LP 0.21% — 4,000 $295K
Legacy Financial Advisors, Inc. 0.05% No change 4,000 $295K
Prelude Capital Management, LLC 0.03% Reduce -32.9% 3,979 $294K
NorthCrest Asset Manangement, LLC 0.01% Add +10.8% 3,895 $287K
Venturi Wealth Management, LLC 0.01% Add +53.6% 3,839 $283K
Excalibur Management Corp. 0.11% Reduce -0.5% 3,819 $282K
Claro Advisors Inc. 0.04% Add +5.7% 3,735 $276K
Simon Quick Advisors, LLC 0.02% Reduce -5.5% 3,702 $273K
Versant Capital Management, Inc 0.05% Add +143.7% 3,678 $271K
Cantor Fitzgerald, L. P. 0.01% Reduce -48.7% 3,595 $265K
Covestor Ltd 0.18% Reduce -12.7% 3,555 $263K
SteelPeak Wealth, LLC 0.01% New 3,544 $261K
Vectors Research Management, LLC 0.09% Reduce -0.5% 3,525 $260K
Americana Partners, LLC 0.01% Reduce -11.6% 3,523 $260K
Prairie Wealth Advisors, Inc. 0.13% Reduce -3.6% 3,504 $258K
Shell Asset Management Co. 0.01% No change 3,491 $258K
Townsquare Capital LLC 0.00% Add +30.1% 3,491 $258K
Fred Alger Management, LLC 0.00% New 3,424 $253K
Capital Wealth Alliance, LLC 0.15% Reduce -44.6% 3,407 $251K
Caliber Wealth Management, LLC / KS 0.03% — 3,375 $249K
Cibc World Market Inc. 0.00% Reduce -0.6% 3,322 $245K
National Philanthropic Trust 0.00% No change 3,298 $243K
HB Wealth Management, LLC 0.00% New 3,289 $243K
Wedmont Private Capital 0.01% Add +0.4% 3,362 $240K
NorthCoast Asset Management LLC 0.00% Reduce -2.2% 3,214 $237K
Gsa Capital Partners LLP 0.02% New 3,149 $232K
Edgestream Partners, L.P. 0.01% Reduce -69.2% 3,114 $230K
AIA Group Ltd 0.01% New 3,079 $227K
Leigh Baldwin & Co., LLC 0.18% Add +3.1% 3,018 $223K
Comerica Bank 0.00% Reduce -14.1% 3,007 $222K
Oxford Asset Management LLP 0.10% New 3,004 $222K
Credit Capital Investments LLC 0.38% New 3,000 $221K
Flagship Harbor Advisors, LLC 0.01% Add +4.8% 2,990 $221K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.6% 2,973 $219K
Boothbay Fund Management, LLC 0.01% Reduce -84.7% 2,968 $219K
Fort Washington Investment Advisors Inc. 0.00% Reduce -3.9% 2,950 $218K
3Chopt Investment Partners, LLC 0.06% New 2,934 $216K
Bridges Investment Management Inc. 0.00% New 2,928 $216K
Independent Advisor Alliance 0.01% Reduce -6.3% 2,900 $214K
Prudential PLC 0.00% Reduce -63.5% 2,888 $213K
MQS Management LLC 0.12% New 2,837 $209K
Integrated Quantitative Investments LLC 0.10% Reduce -41.7% 2,800 $207K
Signaturefd, LLC 0.00% Reduce -21.2% 2,798 $206K
Equitable Holdings, Inc. 0.00% Reduce -2.9% 2,765 $204K
MAI Capital Management 0.00% No change 2,735 $202K
Legacy Financial Group, Inc. 0.06% New 2,725 $201K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.08% Reduce -53.0% 2,400 $177K
Parallel Advisors, LLC 0.00% Add +31.2% 2,332 $172K
Smartleaf Asset Management LLC 0.02% Add +6.7% 2,293 $172K
Farther Finance Advisors, LLC 0.00% Reduce -35.3% 2,177 $161K
Meeder Asset Management Inc. 0.01% Reduce -71.2% 2,102 $155K
Arax Advisory Partners 0.01% Add +13.5% 2,031 $150K
Ostrum Asset Management 0.01% Reduce -2.6% 1,965 $145K
Clearstead Advisors, LLC 0.00% Add +22.9% 1,871 $138K
Harbour Investments, Inc. 0.00% Add +6.0% 1,861 $137K
Quarry LP 0.03% Add +236.6% 1,784 $132K
Corebridge Financial, Inc. 0.00% Reduce -3.2% 1,775 $131K
National Bank of Canada 0.00% Reduce -99.7% 1,547 $114K
MRP Capital Investments, LLC 0.10% Add +152.5% 1,515 $112K
CI Investments Inc. 0.00% Reduce -6.0% 1,500 $111K
Lindbrook Capital, LLC 0.01% Add +275.8% 1,477 $109K
Spire Wealth Management 0.00% Add +990.6% 1,396 $103K
Ancora Advisors LLC 0.00% Add +1.7% 1,389 $102K
True Wealth Design, LLC 0.04% Add +5.0% 1,372 $101K
Penserra Capital Management LLC 0.00% Reduce -88.5% 1,284 $93K
CIBC Private Wealth Group LLC 0.00% Add +68.9% 1,267 $85K
EverSource Wealth Advisors, LLC 0.00% Reduce -43.8% 1,072 $79K
Blue Trust, Inc. 0.00% Add +19.8% 1,059 $78K
Steward Partners Investment Advisory, LLC 0.00% Reduce -16.9% 982 $72K
HighMark Wealth Management LLC 0.04% No change 972 $72K
Global Wealth Strategies & Associates 0.02% Reduce -72.9% 950 $70K
Ceeto Capital Group, LLC 0.03% Reduce -34.5% 950 $70K
Mizuho Securities Co. Ltd. 0.81% New 930 $69K
GeoWealth Management, LLC 0.00% Reduce -91.0% 918 $68K
Edmond DE Rothschild Holding S.A. 0.00% No change 910 $67K
AlphaQuest LLC 0.01% Reduce -84.1% 906 $67K
Geneos Wealth Management Inc. 0.00% Add +82.0% 881 $65K
Principal Securities, Inc. 0.00% No change 783 $64K
GAMMA Investing LLC 0.00% Add +12.3% 865 $64K
CoreCap Advisors, LLC 0.00% Add +9.1% 827 $61K
SVB Wealth LLC 0.00% New 799 $59K
Coldstream Capital Management Inc. 0.00% New 754 $56K
Front Row Advisors LLC 0.02% No change 751 $55K
S-Bank Fund Management Ltd 0.01% — 742 $55K
Allworth Financial LP 0.00% Add +4.5% 714 $54K
Rakuten Securities, Inc. 0.03% Reduce -16.5% 717 $53K
HM Payson & Co. 0.00% No change 685 $51K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +1.0% 606 $45K
Tower Research Capital LLC (TRC) 0.00% Reduce -67.6% 554 $43K
Cloud Capital Management, LLC 0.03% — 575 $42K
Caz Investments LP 0.27% No change 500 $37K
Financial Perspectives, Inc 0.01% No change 476 $35K
Parkside Financial Bank & Trust 0.00% Add +29.6% 455 $34K
TD Waterhouse Canada Inc. 0.00% Reduce -87.5% 453 $34K
Brooklyn Investment Group 0.01% Add +277.8% 442 $33K
Larson Financial Group LLC 0.00% Add +15.3% 436 $32K
IFP Advisors, Inc 0.00% Reduce -42.6% 432 $32K
PFS Partners, LLC 0.02% No change 425 $31K
Dynamic Wealth Strategies, LLC 0.03% New 414 $31K
WealthCollab, LLC 0.02% Add +7.7% 408 $30K
Compagnie Lombard Odier SCmA 0.00% No change 400 $30K
MassMutual Private Wealth & Trust, FSB 0.00% Add +177.0% 385 $28K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +5.3% 374 $28K
Raiffeisen Bank International AG 0.00% No change 362 $27K
Global X Japan Co., Ltd. 0.00% Add +5.0% 356 $26K
Huntington National Bank 0.00% Add +13.3% 342 $25K
Wayfinding Financial, LLC 0.01% New 349 $25K
SouthState Bank Corp 0.00% New 336 $25K
Hexagon Capital Partners LLC 0.00% Reduce -27.2% 334 $25K
Trust Co. of Vermont 0.00% No change 313 $23K
Heritage Wealth Advisors 0.00% No change 300 $22K
Twin Lakes Capital Management, LLC 0.01% No change 298 $22K
Rosenberg Matthew Hamilton 0.01% No change 290 $21K
First Horizon Advisors, Inc. 0.00% Add +30.9% 267 $20K
Raleigh Capital Management Inc. 0.01% Add +1.5% 265 $20K
Bellevue Asset Management, LLC 0.01% No change 260 $19K
Global Financial Private Client, LLC 0.01% Add +4.2% 248 $18K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $18K
Brown, Lisle/Cummings, Inc. 0.00% No change 225 $17K
Sound Income Strategies, LLC 0.00% No change 211 $16K
JFS Wealth Advisors, LLC 0.00% Add +6.8% 203 $15K
Ascentis Wealth Management, LLC 0.00% Add +2.0% 202 $15K
SWAN Capital LLC 0.01% No change 200 $15K
Colonial Trust Advisors 0.00% No change 200 $15K
Private Trust Co. NA 0.00% Reduce -0.5% 195 $14K
Headlands Technologies LLC 0.00% New 187 $14K
Truvestments Capital LLC 0.00% Reduce -59.3% 172 $13K
Private Wealth Management Group, LLC 0.00% No change 169 $12K
WPG Advisers, LLC 0.01% Add +441.4% 157 $12K
Bruce G. Allen Investments, LLC 0.01% Add +43.5% 155 $11K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -24.5% 154 $11K
GPS Wealth Strategies Group, LLC 0.00% Reduce -29.9% 141 $10K
Hemington Wealth Management 0.00% Add +20.5% 147 $10K
AdvisorNet Financial, Inc 0.00% Add +1333.3% 129 $10K
REAP Financial Group, LLC 0.00% Add +59.5% 126 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 121 $9K
Crowley Wealth Management, Inc. 0.01% No change 120 $9K
SOA Wealth Advisors, LLC. 0.00% Add +714.3% 114 $8K
Assetmark, Inc. 0.00% Reduce -12.6% 111 $8K
Cheviot Value Management, LLC 0.00% New 100 $8K
Murphy & Mullick Capital Management Corp 0.01% No change 106 $8K
City State Bank 0.00% No change 105 $8K
Kiker Wealth Management, LLC 0.01% New 100 $7K
Main Street Group, LTD 0.00% No change 100 $7K
Elevation Wealth Partners, LLC 0.00% New 100 $7K
Strategic Investment Solutions, Inc. 0.00% No change 100 $7K
Prestige Wealth Management Group LLC 0.00% Reduce -28.1% 100 $7K
Saudi Central Bank 0.04% New 98 $7K
CKW Financial Group 0.00% No change 100 $7K
Mascoma Wealth Management LLC 0.00% No change 92 $7K
Bell Investment Advisors, Inc 0.00% Add +18.1% 85 $6K
Westside Investment Management, Inc. 0.00% No change 85 $6K
Rise Advisors, LLC 0.00% Reduce -2.4% 80 $6K
CVA Family Office, LLC 0.00% Add +28.8% 76 $6K
Fourth Dimension Wealth, LLC 0.00% No change 75 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 75 $6K
Investment Management Corp. /Va/ 0.00% No change 71 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 69 $5K
DecisionPoint Financial, LLC 0.00% No change 68 $5K
Bessemer Group Inc. 0.00% No change 63 $5K
Abound Wealth Management 0.00% No change 65 $5K
N.E.W. Advisory Services LLC 0.00% New 63 $5K
Bank & Trust Co 0.00% No change 58 $4K
Sandy Spring Bank 0.00% Add +33.3% 56 $4K
Ameriflex Group, Inc. 0.00% New 55 $4K
Avion Wealth 0.00% No change 59 $4K
Physician Wealth Advisors, Inc. 0.00% No change 51 $4K
Hurley Capital, LLC 0.00% No change 50 $4K
Towne Trust Company, N.A 0.00% No change 50 $4K
Bfsg, LLC 0.00% No change 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% No change 50 $4K
Inlight Wealth Management, LLC 0.00% New 46 $3K
Continuum Advisory, LLC 0.00% Reduce -10.0% 45 $3K
Stephens Consulting, LLC 0.00% No change 44 $3K
Salem Investment Counselors Inc. 0.00% No change 42 $3K
Clean Yield Group 0.00% New 41 $3K
EMC Capital Management 0.00% No change 36 $3K
Graney & King, LLC 0.00% No change 40 $3K
Key Financial Inc 0.00% No change 40 $3K
TFC Financial Management, Inc. 0.00% No change 40 $3K
Noble Wealth Management PBC 0.00% No change 38 $3K
Sachetta, LLC 0.00% Reduce -36.8% 36 $3K
PSI Advisors, LLC 0.00% Reduce -62.5% 36 $3K
CBIZ Investment Advisory Services, LLC 0.00% Add +350.0% 36 $3K
Wilmington Savings Fund Society, FSB 0.00% Reduce -18.6% 35 $3K
Sierra Ocean, LLC 0.00% Add +560.0% 33 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 32 $2K
Whipplewood Advisors, LLC 0.00% Reduce -46.1% 14 $2K
Allianz SE 0.00% No change 31 $2K
Vision Financial Markets LLC 0.00% New 30 $2K
Cullen/Frost Bankers, Inc. 0.00% No change 29 $2K
Fifth Third Bancorp 0.00% New 28 $2K
Capital Analysts, LLC 0.00% No change 22 $2K
SJS Investment Consulting Inc. 0.00% Reduce -6.9% 27 $2K
MV Capital Management, Inc. 0.00% No change 26 $2K
Financial Gravity Asset Management, Inc. 0.00% — 25 $2K
Concord Wealth Partners 0.00% Reduce -28.6% 25 $2K
Anchor Investment Management, LLC 0.00% No change 25 $2K
Whittier Trust Co. 0.00% No change 25 $2K
Park Place Capital Corp 0.00% No change 24 $2K
YANKCOM Partnership 0.00% No change 23 $2K
Farmers & Merchants Investments Inc. 0.00% No change 23 $2K
Quadrant Capital Group LLC 0.00% Add +43.8% 23 $2K
UMB Bank, n.a. 0.00% Add +27.8% 23 $2K
West Paces Advisors Inc. 0.00% No change 22 $2K
NewSquare Capital LLC 0.00% New 22 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 22 $2K
Rothschild Investment LLC 0.00% Add +200.0% 21 $2K
MUFG Securities EMEA plc 0.00% New 21 $2K
American Capital Advisory, LLC 0.00% No change 20 $1K
Pilgrim Partners Asia Pte Ltd 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
Quent Capital, LLC 0.00% No change 20 $1K
HHM Wealth Advisors, LLC 0.00% No change 19 $1K
Raffa Wealth Management, LLC 0.00% No change 18 $1K
Center for Financial Planning, Inc. 0.00% No change 17 $1K
S&T Bank 0.00% New 17 $1K
Bogart Wealth, LLC 0.00% Add +183.3% 17 $1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 17 $1K
CNB Bank 0.00% Reduce -91.4% 16 $1K
Affinity Wealth LLC 0.00% New 15 $1K
WealthTrak Capital Management LLC 0.00% New 15 $1K
Cape Investment Advisory, Inc. 0.00% No change 15 $1K
North Star Investment Management Corp. 0.00% Reduce -40.0% 15 $1K
McIlrath & Eck, LLC 0.00% No change 15 $1K
Beacon Capital Management, LLC 0.00% No change 15 $1K
Bear Mountain Capital, Inc. 0.00% No change 14 $1K
Hughes Financial Services, LLC 0.00% New 14 $1K
Cromwell Holdings LLC 0.00% New 14 $1K
Picton Mahoney Asset Management 0.00% No change 17 $1K
DT Investment Partners, LLC 0.00% No change 12 $886
Private Wealth Asset Management, LLC 0.00% — 12 $885
Redwood Park Advisors LLC 0.00% No change 10 $738
Chelsea Counsel Co. 0.00% No change 10 $738
Carolina Wealth Advisors, LLC 0.00% No change 10 $738
Synergy Investment Management, LLC 0.00% No change 10 $738
Hartford Financial Management Inc. 0.00% No change 10 $738
PayPay Securities Corp 0.04% Add +12.5% 9 $675
Curio Wealth, LLC 0.00% New 1 $653
C M Bidwell & Associates Ltd. 0.00% No change 8 $590
MPWM Advisory Solutions, LLC 0.00% No change 8 $590
Sunbelt Securities, Inc. 0.00% Reduce -68.0% 8 $590
Archer Investment Corp 0.00% No change 8 $553
Kestra Investment Management, LLC 0.00% Reduce -80.0% 7 $517
Highline Wealth Partners LLC 0.00% Add +0.0% 7 $516
Zions Bancorporation, National Association 0.00% — 7 $516
Principia Wealth Advisory, LLC 0.00% Reduce -41.7% 7 $503
Crewe Advisors LLC 0.00% No change 6 $443
Plante Moran Financial Advisors, LLC 0.00% No change 6 $443
Bay Harbor Wealth Management, LLC 0.00% New 6 $442
Glass Jacobson Investment Advisors llc 0.00% No change 5 $409
Wolff Wiese Magana LLC 0.00% No change 5 $369
Parkworth Wealth Management, Inc. 0.00% Add +25.0% 5 $369
Financial Avengers, Inc. 0.00% No change 5 $369
Transce3nd, LLC 0.00% No change 5 $369
Riggs Asset Managment Co. Inc. 0.00% No change 5 $369
West Branch Capital LLC 0.00% No change 5 $369
Kimelman & Baird, LLC 0.00% No change 5 $369
Asset Dedication, LLC 0.00% No change 4 $296
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $295
Cornerstone Planning Group LLC 0.00% New 4 $291
Atticus Wealth Management, LLC 0.00% No change 3 $222
HFM Investment Advisors, LLC 0.00% — 3 $222
Blume Capital Management, Inc. 0.00% New 3 $222
Activest Wealth Management 0.00% Reduce -95.6% 3 $221
Valley Wealth Managers, Inc. 0.00% No change 2 $148
Clark Wealth Partners 0.00% No change 1 $74
Core Alternative Capital 0.00% No change 1 $74
Ogorek Anthony Joseph /NY/ 0.00% New 13 $0
Capital Advisors, Ltd. LLC 0.00% No change 5 $0
McClarren Financial Advisors, Inc. 0.00% New 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.