Zoom CommunicationsZM

13F holders, Q2 2025 (June 30)
719holders +6
92new positions
87sold out
8famous investors
$77.96avg. 13F price*

At the end of Q2 2025, 719 institutions reported holding Zoom Communications Inc. (ZM) in their 13F filings, up 6 from Q1 2025. 92 opened new positions and 87 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.3B) and FMR LLC ($816.1M). 8 famous investors held it, including Cliff Asness (0.4% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.4% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions92$104.5M
Exits87$179.4M

All 13F filers, Q1 2025 → Q2 2025: 17,983,227 shares bought and 14,604,006 shares sold, net +3,379,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 719 holders

Vanguard Group Inc. 0.03% Add +0.6% 24,951,437 $1.9B
BlackRock, Inc. 0.02% Reduce -5.5% 16,628,673 $1.3B
FMR LLC 0.05% Add +10.2% 10,465,497 $816.1M
State Street Corp. 0.02% Add +6.0% 7,189,501 $560.6M
Norges Bank 0.07% Add +11.5% 6,924,827 $540.0M
AQR Capital Management 0.44% Reduce -7.2% 6,869,804 $535.2M
T. Rowe Price Investment Management, Inc. 0.32% Add +1.3% 6,506,654 $507.4M
JPMorgan Chase & Co. 0.03% Reduce -9.3% 4,965,043 $387.2M
Geode Capital Management, LLC 0.03% Add +0.5% 4,795,307 $373.5M
Acadian Asset Management LLC 0.61% Add +41.1% 3,769,480 $293.9M
Newlands Management Operations LLC 1.55% Reduce -35.0% 3,760,588 $293.3M
Renaissance Technologies 0.37% Reduce -0.9% 3,600,148 $280.7M
FIL Ltd 0.22% Add +0.1% 3,342,771 $260.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -18.5% 3,093,047 $241.2M
Robeco Institutional Asset Management B.V. 0.27% Add +63.5% 2,137,093 $166.7M
Altshuler Shaham Ltd 5.07% Reduce -0.8% 2,039,334 $159.0M
Qube Research & Technologies Ltd 0.20% Add +220.1% 1,872,679 $146.0M
Legal & General Group Plc 0.04% Add +0.1% 1,871,021 $145.9M
Victory Capital Management Inc. 0.09% Add +32.0% 1,854,872 $144.6M
Arrowstreet Capital, Limited Partnership 0.10% Add +48.9% 1,809,252 $141.1M
Dimensional Fund Advisors LP 0.03% Add +6.1% 1,781,968 $139.0M
Northern Trust Corp. 0.02% Reduce -0.6% 1,771,197 $138.1M
Pacer Advisors, Inc. 0.36% Reduce -12.5% 1,745,364 $136.1M
Caisse de depot et placement du Quebec 0.27% Add +17.5% 1,644,594 $128.2M
KBC Group NV 0.34% Reduce -7.8% 1,622,765 $126.5M
Morgan Stanley 0.01% Add +5.8% 1,618,943 $126.2M
First Trust Advisors LP 0.10% Add +8.4% 1,533,112 $119.6M
UBS Group AG 0.02% Add +4.7% 1,357,028 $105.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.1% 1,344,753 $104.9M
Goldman Sachs Group Inc. 0.02% Add +73.2% 1,272,934 $99.3M
Raymond James Financial Inc. 0.03% Reduce -2.2% 1,259,690 $98.2M
Allianz Asset Management GmbH 0.13% Add +10.0% 1,223,336 $95.4M
Primecap Management Co. 0.07% Reduce -1.7% 1,182,450 $92.2M
Comprehensive Financial Management LLC 2.55% No change 1,171,195 $91.3M
California Public Employees Retirement System 0.05% Reduce -15.1% 1,069,441 $83.4M
Bank of New York Mellon Corp 0.02% Reduce -1.9% 1,031,942 $80.5M
LSV Asset Management 0.19% Add +12.4% 1,018,861 $79.5M
Bank of America Corp. 0.01% Add +5.1% 981,323 $76.5M
Balyasny Asset Management L.P. 0.18% Reduce -44.3% 978,792 $76.3M
Citigroup Inc. 0.05% Add +60.2% 950,526 $74.1M
Millennium Management 0.07% Add +1246.1% 913,348 $71.2M
Amundi 0.02% Add +36.9% 873,891 $67.8M
Nordea Investment Management AB 0.06% Add +2.5% 864,519 $67.1M
D. E. Shaw & Co. 0.07% Add +54.5% 858,009 $66.9M
Citadel Advisors 0.06% Reduce -8.5% 840,054 $65.5M
Royal Bank of Canada 0.01% Add +79.3% 784,539 $61.2M
Freestone Grove Partners LP 0.46% Add +190.0% 784,156 $61.1M
Swiss National Bank 0.04% Add +8.1% 760,200 $59.3M
BNP Paribas Financial Markets 0.05% Add +33.2% 744,643 $58.1M
Invesco Ltd. 0.01% Add +7.0% 730,207 $56.9M
Handelsbanken Fonder AB 0.20% Add +183.5% 719,120 $56.1M
Retirement Systems of Alabama 0.20% Reduce -1.7% 704,563 $54.9M
Deutsche Bank AG 0.02% Reduce -23.1% 639,406 $49.9M
Panagora Asset Management Inc. 0.22% Add +149.9% 632,232 $49.3M
National Pension Service 0.04% Reduce -0.1% 621,912 $48.5M
HSBC Holdings PLC 0.03% Reduce -54.5% 605,218 $47.1M
Alyeska Investment Group, L.P. 0.16% Add +487.4% 584,636 $45.6M
Man Group plc 0.10% Reduce -9.0% 576,453 $45.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -2.3% 571,641 $44.6M
Storebrand Asset Management As 0.13% Add +63.4% 558,616 $43.6M
TD Asset Management Inc 0.04% Reduce -4.0% 547,553 $42.7M
DekaBank Deutsche Girozentrale 0.08% Add +1.6% 537,626 $42.5M
Prudential Financial Inc. 0.05% Reduce -15.2% 526,961 $41.1M
Franklin Resources Inc. 0.01% Reduce -2.3% 511,305 $39.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.26% Reduce -22.7% 489,400 $38.2M
Skandinaviska Enskilda Banken AB (publ) 0.16% Add +198.4% 464,957 $36.3M
Ameriprise Financial Inc. 0.01% Add +142.0% 457,623 $35.7M
Rhumbline Advisers 0.03% Add +48.4% 450,208 $35.1M
Junto Capital Management LP 0.74% Reduce -48.5% 447,316 $34.9M
KLP Kapitalforvaltning As 0.15% Add +34.3% 436,300 $34.0M
Russell Investments Group, Ltd. 0.04% Add +8.8% 426,988 $33.4M
GMO 0.10% Reduce -25.5% 417,016 $32.5M
Quantinno Capital Management LP 0.13% Add +22.9% 393,339 $30.7M
Nuveen, LLC 0.01% Reduce -24.3% 386,561 $30.1M
Assenagon Asset Management S.A. 0.05% Reduce -63.5% 382,200 $29.8M
Jane Street Group, LLC 0.05% Add +37.3% 368,809 $28.8M
California State Teachers Retirement System 0.03% Reduce -5.6% 363,170 $28.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +132.2% 357,570 $27.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +1.0% 357,199 $27.9M
Jupiter Asset Management Ltd. 0.22% Add +91.0% 334,216 $26.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +3.7% 323,903 $25.3M
American Century Companies Inc. 0.01% Add +19.0% 314,214 $24.5M
Barclays PLC 0.01% Add +7.2% 301,721 $23.5M
Alta Park Capital, LP 2.83% Add +29.1% 294,882 $23.0M
Avory & Company, LLC 13.88% Reduce -1.3% 291,946 $22.8M
Illinois Municipal Retirement Fund 0.31% Add +29.4% 291,579 $22.7M
Nan Fung Trinity (hk) Ltd. 2.67% No change 285,700 $22.3M
Martingale Asset Management L P 0.53% Reduce -0.9% 275,037 $21.4M
Teacher Retirement System of Texas 0.09% Reduce -23.4% 268,032 $20.9M
Treasurer of the State of North Carolina 0.07% Add +61.4% 266,537 $20.8M
Canada Pension Plan Investment Board 0.02% Add +9.2% 262,429 $20.5M
CANADA LIFE ASSURANCE Co 0.03% Add +15.0% 261,797 $20.4M
Alliancebernstein L.P. 0.01% Reduce -40.3% 260,352 $20.3M
Glenmede Investment Management, LP 0.10% — 258,916 $20.2M
State Board of Administration of Florida Retirement System 0.04% Add +1.2% 258,208 $20.1M
Massachusetts Financial Services Co. 0.01% Add +72.4% 256,473 $20.0M
Aberdeen Group plc 0.03% Add +5.1% 241,603 $18.8M
Gotham Asset Management 0.11% Add +75.4% 238,844 $18.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +1.8% 229,211 $17.9M
T. Rowe Price Associates Inc. 0.00% Add +2.7% 228,067 $17.8M
Federated Hermes, Inc. 0.03% Reduce -64.5% 222,926 $17.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +7.4% 216,049 $16.8M
Hancock Whitney Corp. 0.32% New 215,796 $16.8M
Shelton Capital Management 0.39% Add +519.3% 215,500 $16.8M
Ieq Capital, LLC 0.10% Add +68.5% 212,286 $16.6M
Susquehanna International Group, LLP 0.03% Reduce -16.9% 209,643 $16.3M
Danske Bank A/S 0.04% Add +14.2% 201,352 $15.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.42% Reduce -3.7% 199,832 $15.6M
Susquehanna Fundamental Investments, LLC 0.42% Reduce -27.6% 199,309 $15.5M
Mediolanum International Funds Ltd 0.19% Reduce -4.7% 197,625 $15.5M
Korea Investment CORP 0.03% Add +3.0% 197,762 $15.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.14% Reduce -0.3% 196,146 $15.2M
Aviva PLC 0.03% Add +971.4% 193,497 $15.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -24.3% 190,287 $14.8M
State of Michigan Retirement System 0.08% Add +1.2% 190,266 $14.8M
Pinebridge Investments, L.P. 0.11% Add +69.0% 184,279 $14.4M
APG Asset Management N.V. 0.04% Add +43.5% 215,970 $14.3M
Aware Super Pty Ltd as trustee of Aware Super 0.21% No change 183,736 $14.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -21.0% 180,450 $14.1M
Zacks Investment Management 0.12% Add +18.0% 177,673 $13.9M
Ensign Peak Advisors, Inc 0.02% Reduce -70.0% 177,537 $13.8M
New York State Common Retirement Fund 0.02% Add +0.8% 167,718 $13.1M
Sei Investments Co. 0.02% Reduce -0.5% 167,294 $13.0M
Distillate Capital Partners LLC 0.70% New 167,061 $13.0M
Worldquant Millennium Advisors LLC 0.06% New 160,930 $12.5M
Kettle Hill Capital Management, LLC 2.71% Reduce -51.3% 150,055 $11.7M
Cerity Partners LLC 0.02% Add +5.3% 140,161 $10.9M
State of Wisconsin Investment Board 0.03% Reduce -3.2% 136,149 $10.6M
Royal London Asset Management Ltd. 0.02% Add +11.7% 132,946 $10.4M
Empowered Funds, LLC 0.11% Add +3.2% 129,762 $10.1M
Bridgewater Associates 0.04% Add +710.1% 125,239 $9.8M
AXA S.A. 0.03% Add +122.5% 124,744 $9.7M
Sand Hill Global Advisors, LLC 0.36% No change 123,610 $9.6M
Cwm, LLC 0.03% Add +49.4% 121,406 $9.5M
Mercer Global Advisors Inc. 0.02% Add +417.9% 120,745 $9.4M
Beacon Pointe Advisors, LLC 0.10% Add +8.2% 120,317 $9.4M
QRG Capital Management, Inc. 0.08% Add +448.9% 112,704 $8.8M
Asset Management One Co., Ltd. 0.03% Add +17.6% 111,431 $8.7M
Vinva Investment Management Ltd 0.21% Reduce -4.4% 103,616 $8.1M
Pictet Asset Management Holding SA 0.01% Add +1.2% 102,437 $8.0M
Blair William & Co. 0.02% Reduce -1.8% 100,430 $7.8M
LPL Financial LLC 0.00% Add +10.4% 100,017 $7.8M
Swedbank AB 0.01% Add +21.1% 94,820 $7.4M
Trexquant Investment LP 0.08% New 94,548 $7.4M
Mn Services Vermogensbeheer B.V. 0.05% Add +5.3% 93,900 $7.3M
Campbell & CO Investment Adviser LLC 0.45% Add +924.4% 91,973 $7.2M
Allspring Global Investments Holdings, LLC 0.01% Reduce -58.7% 88,799 $6.9M
Public Employees Retirement System of Ohio 0.02% Add +0.5% 87,389 $6.8M
Resona Asset Management Co.,Ltd. 0.03% Add +5.9% 87,213 $6.8M
Schroder Investment Management Group 0.01% Reduce -5.0% 87,044 $6.8M
Two Sigma Advisers, LP 0.01% Reduce -84.8% 85,500 $6.7M
State of New Jersey Common Pension Fund D 0.03% Reduce -1.9% 83,264 $6.5M
Wells Fargo & Company 0.00% Reduce -45.6% 83,168 $6.5M
Clal Insurance Enterprises Holdings Ltd 0.06% No change 80,000 $6.2M
Verition Fund Management LLC 0.04% New 79,458 $6.2M
Twin Tree Management, LP 0.16% Reduce -75.3% 79,174 $6.2M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -2.8% 78,099 $6.1M
Van Eck Associates Corp. 0.01% Reduce -7.2% 77,873 $6.1M
Nomura Asset Management Co. Ltd. 0.02% Add +7.2% 77,458 $6.0M
Macquarie Group Ltd. 0.01% Add +20.3% 76,807 $6.0M
Engineers Gate Manager LP 0.07% Add +209.0% 76,547 $6.0M
Bank Hapoalim BM 0.82% Reduce -0.3% 73,992 $5.8M
Arizona State Retirement System 0.03% Add +1.8% 73,382 $5.7M
Dana Investment Advisors, Inc. 0.18% Reduce -0.9% 71,060 $5.5M
Mackenzie Financial Corp. 0.01% Reduce -6.2% 69,279 $5.4M
XTX Topco Ltd 0.22% Add +145.0% 69,007 $5.4M
Swiss Life Asset Management Ltd 0.03% Add +154.9% 68,839 $5.4M
Lane Generational LLC 4.77% Reduce -18.2% 65,632 $5.1M
Corient Private Wealth LP 0.01% Add +1.6% 65,045 $5.1M
Hudson Capital Management LLC 1.48% Add +0.2% 64,694 $5.0M
Kerrisdale Advisers, LLC 2.63% Add +9.9% 64,679 $5.0M
Archon Capital Management LLC 4.06% No change 63,500 $5.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -28.7% 62,800 $4.9M
SG Americas Securities, LLC 0.02% Add +135.9% 62,281 $4.9M
Focus Partners Wealth 0.01% Reduce -35.5% 61,587 $4.8M
HighTower Advisors, LLC 0.01% Reduce -1.1% 59,047 $4.6M
Intech Investment Management LLC 0.04% Add +247.7% 58,364 $4.6M
Neuberger Berman Group LLC 0.00% Add +17.1% 57,991 $4.5M
Nissay Asset Management Corp. /Japan 0.03% Add +2.7% 57,893 $4.5M
Jefferies Financial Group Inc. 0.07% Add +58.1% 54,861 $4.3M
STRS Ohio 0.02% Add +17.2% 53,636 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +20.4% 53,168 $4.2M
Mariner, LLC 0.01% Add +35.5% 52,405 $4.1M
Creative Planning 0.00% Add +20.5% 51,614 $4.0M
IFM Investors Pty Ltd 0.04% Add +6.6% 50,914 $4.0M
Voya Investment Management LLC 0.00% Reduce -28.3% 50,357 $3.9M
L2 Asset Management, LLC 0.64% Add +109.7% 50,167 $3.9M
Highland Capital Management, LLC 0.21% New 50,100 $3.9M
Harvey Capital Management Inc. 0.91% Reduce -2.4% 50,125 $3.9M
Jain Global LLC 0.06% Reduce -58.9% 49,815 $3.9M
Hohimer Wealth Management, LLC 0.69% Reduce -0.4% 49,586 $3.9M
Envestnet Asset Management Inc. 0.00% Add +68.2% 49,370 $3.8M
Crossmark Global Holdings, Inc. 0.06% Reduce -0.7% 48,952 $3.8M
Forsta Ap-Fonden 0.02% Add +2.6% 48,000 $3.7M
USS Investment Management Ltd 0.02% No change 47,015 $3.7M
Toronto Dominion Bank 0.01% Add +18.8% 45,630 $3.6M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +247.0% 45,461 $3.5M
State of Alaska, Department of Revenue 0.04% No change 45,000 $3.5M
Vestcor Inc 0.10% Add +223.1% 44,401 $3.5M
Montag A & Associates Inc. 0.17% Add +5.4% 43,760 $3.4M
Utah Retirement Systems 0.04% Reduce -0.6% 43,377 $3.4M
Accurate Wealth Management, LLC 0.52% Add +12.4% 44,939 $3.4M
DNB Asset Management AS 0.01% Reduce -5.4% 42,963 $3.4M
Silver Lake Advisory, LLC 1.39% Add +1.4% 41,990 $3.3M
Brevan Howard Capital Management LP 0.04% Add +368.2% 41,613 $3.2M
Arkadios Wealth Advisors 0.10% Add +1.6% 41,299 $3.2M
Elo Mutual Pension Insurance Co 0.07% Reduce -6.7% 40,942 $3.2M
Police & Firemen's Retirement System of New Jersey 0.03% Add +4.5% 39,988 $3.1M
Vontobel Holding Ltd. 0.01% Reduce -14.3% 39,836 $3.1M
Connective Capital Management, LLC 2.90% No change 39,782 $3.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -17.2% 39,504 $3.1M
Agf Management Ltd. 0.01% Add +6.0% 38,616 $3.0M
Moran Wealth Management, LLC 0.09% Add +5.9% 36,442 $2.8M
AlphaQuest LLC 0.28% Add +3886.4% 36,117 $2.8M
Marshall Wace, LLP 0.00% Add +97.8% 35,400 $2.8M
Quantbot Technologies LP 0.07% New 34,841 $2.7M
Donoghue Forlines LLC 0.77% New 34,578 $2.7M
Northstar Asset Management Inc. 0.73% Reduce -20.7% 34,042 $2.7M
DCF Advisers, LLC 1.28% Add +23.6% 34,000 $2.7M
Baker Avenue Asset Management, LP 0.07% Reduce -3.8% 33,458 $2.6M
Commonwealth Equity Services, LLC 0.00% Reduce -5.1% 33,438 $2.6M
Hussman Strategic Advisors, Inc. 0.56% New 31,500 $2.5M
Centiva Capital, LP 0.15% Add +627.1% 29,972 $2.3M
Xponance LLC 0.02% Add +4.5% 28,644 $2.2M
Investment Management Corp of Ontario 0.03% Add +91.0% 28,420 $2.2M
Oak Thistle LLC 0.33% New 28,337 $2.2M
Apella Capital, LLC 0.06% Reduce -11.9% 27,860 $2.1M
Lecap Asset Management Ltd. 0.76% Reduce -14.1% 27,562 $2.1M
Heron Bay Capital Management 0.42% Reduce -0.0% 27,522 $2.1M
OP Asset Management Ltd 0.03% Add +5.4% 27,420 $2.1M
Achmea Investment Management B.V. 0.03% Add +182.5% 27,092 $2.1M
Bellecapital International Ltd. 0.37% Add +0.1% 26,673 $2.1M
Jacobs Levy Equity Management, Inc. 0.01% Add +5.2% 26,639 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +28.4% 26,525 $2.1M
1832 Asset Management L.P. 0.00% New 26,240 $2.0M
Cetera Investment Advisers 0.00% Add +7.8% 26,082 $2.0M
HERALD INVESTMENT MANAGEMENT Ltd 0.30% No change 25,910 $2.0M
Yelin Lapidot Holdings Management Ltd. 0.37% No change 25,900 $2.0M
Transcend Capital Advisors, LLC 0.16% Reduce -3.9% 25,735 $2.0M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.8% 25,178 $2.0M
Strategic Global Advisors, LLC 0.32% Add +7.5% 25,067 $2.0M
Tidal Investments LLC 0.01% Reduce -16.2% 25,066 $2.0M
Pallas Capital Advisors LLC 0.07% Add +4.3% 24,699 $1.9M
SBI Securities Co., Ltd. 0.05% Reduce -1.8% 24,480 $1.9M
Daiwa Securities Group Inc. 0.01% Add +0.8% 24,395 $1.9M
Counterpoint Mutual Funds LLC 0.17% New 24,363 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -11.7% 24,328 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -10.2% 24,151 $1.9M
New York State Teachers Retirement System 0.00% Reduce -0.7% 24,138 $1.9M
Thrive Capital Management, LLC 0.56% Add +217.7% 23,050 $1.8M
Dark Forest Capital Management LP 0.07% New 22,844 $1.8M
Captrust Financial Advisors 0.00% Add +40.6% 22,657 $1.8M
Aquatic Capital Management LLC 0.04% New 22,581 $1.8M
Headlands Technologies LLC 0.21% Add +11889.3% 22,420 $1.7M
Fieldview Capital Management, LLC 0.26% New 22,372 $1.7M
Tredje AP-fonden 0.01% Add +8.8% 22,039 $1.7M
Diversified Trust Co. 0.04% Add +1.0% 21,922 $1.7M
Walleye Trading LLC 0.04% New 21,733 $1.7M
Collar Capital Management, LLC 1.41% Add +4.1% 21,475 $1.7M
Wellington Management Group LLP 0.00% Reduce -31.1% 21,380 $1.7M
Sterling Capital Management LLC 0.02% Add +44.7% 21,220 $1.7M
CreativeOne Wealth, LLC 0.04% Add +16.4% 20,508 $1.6M
Merit Financial Group, LLC 0.02% Add +20.1% 20,426 $1.6M
Generali Asset Management SPA SGR 0.04% Add +4.4% 20,364 $1.6M
Stifel Financial Corp. 0.00% Reduce -6.3% 19,791 $1.5M
Janus Henderson Group PLC 0.00% Reduce -5.1% 19,735 $1.5M
RB Capital Management, LLC 0.36% New 19,711 $1.5M
Fox Run Management, L.L.C. 0.25% Add +66.8% 19,616 $1.5M
Graham Capital Management, L.P. 0.05% New 19,252 $1.5M
Rafferty Asset Management, LLC 0.00% Reduce -2.1% 18,877 $1.5M
Donald L. Hagan, LLC 0.72% Add +92.9% 18,529 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -18.6% 18,474 $1.4M
Virtus Investment Advisers, LLC 0.48% Add +13.7% 18,224 $1.4M
Cornercap Investment Counsel Inc. 0.74% Reduce -2.4% 18,210 $1.4M
OMERS ADMINISTRATION Corp 0.01% Add +33.8% 18,193 $1.4M
Peak Retirement Planning, Inc. 0.57% Add +20.4% 18,168 $1.4M
Easterly Investment Partners LLC 0.10% Reduce -0.1% 17,859 $1.4M
Summit Global Investments 0.08% Reduce -65.5% 17,529 $1.4M
Westpac Banking Corp. 0.09% Reduce -15.6% 17,432 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +96.5% 17,346 $1.4M
Ossiam 0.01% Add +32.4% 16,982 $1.3M
Kentucky Retirement Systems 0.04% Reduce -6.2% 16,894 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% Add +83.0% 16,852 $1.3M
Harrington Investments, INC 0.69% Reduce -3.7% 16,655 $1.3M
Perpetual Ltd 0.02% Reduce -16.2% 16,643 $1.3M
Candriam S.C.A. 0.01% Add +49.4% 16,560 $1.3M
Plato Investment Management Ltd 0.10% Add +63.4% 16,327 $1.3M
Catalyst Funds Management Pty Ltd 0.34% New 16,000 $1.2M
Virtu Financial LLC 0.06% New 15,794 $1.2M
Wright Investors Service Inc. 0.37% Add +0.5% 15,793 $1.2M
Alps Advisors Inc. 0.01% Reduce -3.1% 15,791 $1.2M
Motley Fool Asset Management LLC 0.06% Add +10.7% 15,711 $1.2M
Summit Trail Advisors, LLC 0.02% Add +24.6% 15,694 $1.2M
Gifford Fong Associates 0.27% No change 15,000 $1.2M
Convergence Investment Partners, LLC 0.30% Reduce -2.1% 14,993 $1.2M
Circle Wealth Management, LLC 0.03% Reduce -26.5% 14,986 $1.2M
Amalgamated Bank 0.01% Add +3.0% 14,665 $1.1M
Federation des caisses Desjardins du Quebec 0.01% Add +21.5% 14,578 $1.1M
Bank of Nova Scotia 0.00% Add +10.0% 14,281 $1.1M
CSS LLC 0.21% Add +151.9% 14,260 $1.1M
MML Investors Services, LLC 0.00% Add +32.3% 14,244 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.4% 14,056 $1.1M
Ethic Inc. 0.02% Add +18.9% 13,561 $1.1M
Camelot Portfolios, LLC 0.63% Reduce -0.2% 13,548 $1.1M
Basepoint Wealth LLC 0.82% Reduce -10.6% 13,535 $1.1M
Klein Pavlis & Peasley Financial, Inc. 0.70% Add +0.9% 13,535 $1.1M
Ameritas Advisory Services, LLC 0.05% Reduce -1.4% 13,506 $1.1M
Marex Group Ltd 0.02% Reduce -15.3% 13,266 $1.0M
Gateway Investment Advisers LLC 0.01% Reduce -0.1% 12,830 $1.0M
Gulf International Bank (UK) Ltd 0.03% Reduce -10.9% 12,483 $973K
Avanza Fonder AB 0.03% No change 12,350 $963K
Maryland State Retirement & Pension System 0.02% No change 12,325 $961K
AG2R La Mondiale Gestion D'actifs 0.05% No change 12,294 $959K
Sherbrooke Park Advisers LLC 0.41% Add +93.2% 12,172 $949K
Daiichi Life Insurance Co., Ltd. 0.03% No change 12,154 $948K
Banque Cantonale Vaudoise 0.04% Reduce -1.0% 11,525 $899K
Wealthfront Advisers LLC 0.00% Add +9.5% 11,501 $897K
Focus Partners Advisor Solutions, LLC 0.01% Add +77.3% 11,260 $878K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -49.7% 11,193 $873K
Principal Financial Group Inc. 0.00% Reduce -93.8% 10,985 $857K
CIBC Asset Management Inc 0.00% Add +0.6% 10,974 $856K
Perigon Wealth Management, LLC 0.02% Add +2.2% 10,922 $852K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.6% 10,789 $841K
Jones Financial Companies LLLP 0.00% Reduce -5.7% 10,664 $836K
Brighton Jones LLC 0.02% New 10,481 $817K
Cibc World Markets Corp. 0.01% Reduce -7.9% 10,457 $815K
Profund Advisors LLC 0.03% Reduce -32.4% 10,334 $806K
Wynn Capital, LLC 0.43% Add +1.0% 10,299 $803K
Natixis 0.00% Add +40.4% 10,279 $802K
Cresset Asset Management, LLC 0.00% Reduce -29.6% 10,243 $799K
Magnetar Financial LLC 0.00% New 10,204 $796K
Pathstone Holdings, LLC 0.00% Add +14.7% 10,152 $792K
NewEdge Advisors, LLC 0.00% Add +25.6% 10,063 $785K
Sphera Management Technology Funds Ltd 0.48% No change 10,000 $780K
Summit Securities Group LLC 0.28% Reduce -18.6% 10,000 $780K
Hillsdale Investment Management Inc. 0.03% Reduce -1.0% 10,000 $780K
Occudo Quantitative Strategies LP 0.09% New 9,857 $769K
EP Wealth Advisors, LLC 0.00% Add +5.9% 9,562 $746K
Leonteq Securities AG 0.04% Reduce -10.8% 9,370 $731K
Hunting Hill Global Capital, LLC 0.39% Add +22.3% 9,300 $725K
Bank of Montreal 0.00% Add +8.2% 9,170 $715K
Erste Asset Management GmbH 0.01% Add +0.0% 9,226 $713K
Claret Asset Management Corp 0.09% Reduce -4.8% 8,983 $700K
Affinity Investment Advisors, LLC 0.52% New 8,890 $693K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 8,874 $692K
Sanctuary Advisors, LLC 0.00% Add +57.1% 8,738 $681K
Kestra Investment Management, LLC 0.02% Add +122628.6% 8,591 $670K
Guggenheim Capital LLC 0.01% Add +30.6% 8,424 $657K
Vectors Research Management, LLC 0.22% Add +137.0% 8,354 $651K
SummitTX Capital, L.P. 0.03% New 8,342 $651K
Itau Unibanco Holding S.A. 0.02% Add +3.8% 8,233 $642K
Qtron Investments LLC 0.08% New 8,168 $637K
Evoke Wealth, LLC 0.01% Add +22.2% 8,136 $634K
State of Wyoming 0.08% Add +8.4% 8,036 $627K
Axq Capital, LP 0.20% New 8,035 $627K
Empirical Asset Management, LLC 0.19% Add +26.8% 7,992 $623K
denkapparat Operations GmbH 0.49% Add +97.8% 7,938 $619K
APG Asset Management US Inc. 0.00% No change 7,839 $608K
Boothbay Fund Management, LLC 0.02% Add +159.8% 7,711 $601K
Intellectus Partners, LLC 0.13% Reduce -6.2% 7,560 $590K
ASR Vermogensbeheer N.V. 0.01% Add +8.2% 7,532 $587K
Applied Finance Capital Management, LLC 0.04% Add +0.8% 7,426 $579K
Forum Financial Management, LP 0.01% Add +73.0% 7,371 $575K
Synergy Financial Group, LTD 0.42% Reduce -2.2% 7,332 $572K
Chicago Partners Investment Group LLC 0.02% Add +92.6% 7,484 $569K
M&T Bank Corp 0.00% Add +8.6% 7,222 $563K
Kestra Advisory Services, LLC 0.00% Add +22.2% 7,218 $563K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -6.5% 7,170 $559K
Truist Financial Corp. 0.00% Add +20.0% 7,150 $558K
Aster Capital Management (DIFC) Ltd 0.13% New 7,128 $556K
Citizens Financial Group Inc. 0.01% Add +6.0% 7,097 $553K
Hudson Bay Capital Management LP 0.00% New 7,060 $551K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Add +13.8% 6,965 $543K
Compound Planning, Inc. 0.02% Add +3.9% 6,914 $539K
Avantax Advisory Services, Inc. 0.00% Reduce -13.3% 6,874 $536K
Mission Wealth Management, LP 0.01% Reduce -0.4% 6,866 $535K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.8% 6,726 $524K
Board of the Pension Protection Fund 0.56% New 6,700 $522K
ArrowMark Colorado Holdings LLC 0.01% No change 6,500 $507K
Kera Capital Partners, Inc. 0.10% Add +41.2% 6,497 $507K
Milestone Asset Management, LLC 0.11% Add +6.4% 6,494 $506K
Nebula Research & Development LLC 0.04% New 6,348 $495K
B. Metzler seel. Sohn & Co. AG 0.00% No change 6,348 $495K
Versor Investments LP 0.09% Reduce -10.6% 6,345 $495K
Everhart Financial Group, Inc. 0.06% Reduce -2.6% 6,316 $493K
Prudential PLC 0.00% Add +116.7% 6,259 $488K
Annex Advisory Services, LLC 0.01% Reduce -0.2% 6,250 $487K
Inscription Capital, LLC 0.07% New 6,235 $486K
BIT Capital GmbH 0.03% New 6,219 $485K
Vident Advisory, LLC 0.01% Reduce -52.7% 6,135 $478K
National Bank of Canada 0.00% Add +294.9% 6,109 $476K
Syon Capital LLC 0.03% New 6,033 $470K
3Chopt Investment Partners, LLC 0.11% Add +101.4% 5,910 $461K
Helios Capital Management Pte. Ltd. 0.35% No change 5,900 $460K
Evergreen Capital Management LLC 0.01% Reduce -85.7% 5,859 $457K
US Bancorp \de 0.00% Add +26.6% 5,846 $456K
Choreo, LLC 0.01% Add +2.5% 5,718 $446K
Piar LLC 0.49% No change 6,010 $443K
DC Investments Management, LLC 0.18% No change 5,653 $441K
PNC Financial Services Group, Inc. 0.00% Add +8.5% 5,635 $439K
Aaron Wealth Advisors LLC 0.04% Reduce -6.7% 5,611 $438K
Whalen Wealth Management Inc. 0.27% Add +5.0% 5,594 $436K
Courier Capital LLC 0.03% New 5,593 $436K
Aigen Investment Management, LP 0.06% New 5,544 $432K
Jackson Creek Investment Advisors LLC 0.12% Add +0.3% 5,504 $429K
Clear Harbor Asset Management, LLC 0.03% Reduce -2.1% 5,495 $429K
Siemens Fonds Invest GmbH 0.03% Add +11.8% 5,465 $426K
AIA Group Ltd 0.01% Add +74.0% 5,359 $418K
Jump Financial, LLC 0.01% New 5,352 $417K
Leuthold Group, LLC 0.05% No change 5,328 $415K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 5,291 $413K
Poinciana Advisors Group, LLC 0.37% Add +9.0% 5,261 $410K
McAdam, LLC 0.02% Add +1.7% 5,208 $406K
Globeflex Capital L P 0.03% No change 5,130 $400K
Earned Wealth Advisors, LLC 0.08% Add +11.4% 5,128 $400K
Menard Financial Group LLC 0.23% Reduce -1.6% 5,062 $395K
SYM FINANCIAL Corp 0.04% Add +9.1% 4,955 $386K
Caliber Wealth Management, LLC / KS 0.04% Add +45.2% 4,900 $382K
Sequoia Financial Advisors, LLC 0.00% New 4,888 $381K
Machina Capital S.A.S. 0.08% New 4,861 $379K
Harvest Fund Management Co., Ltd 0.02% No change 4,503 $366K
Essential Partners LLC 0.15% — 4,686 $365K
Concentrum Wealth Management 0.11% Reduce -6.0% 4,663 $364K
NorthCrest Asset Manangement, LLC 0.01% Add +18.5% 4,614 $363K
Kestra Private Wealth Services, LLC 0.01% Add +9.0% 4,553 $355K
Tru Independence Asset Management 2, LLC 0.24% Reduce -2.4% 4,523 $353K
International Assets Investment Management, LLC 0.03% Reduce -4.8% 4,483 $350K
MetLife Investment Management, LLC 0.00% Reduce -7.7% 4,377 $341K
Yousif Capital Management, LLC 0.00% Reduce -2.2% 4,354 $340K
Perbak Capital Partners LLP 0.08% New 4,339 $338K
Lazard Asset Management LLC 0.00% Reduce -93.7% 4,298 $335K
EverSource Wealth Advisors, LLC 0.02% Add +298.8% 4,275 $333K
Praxis Investment Management Inc. 0.02% Reduce -17.5% 4,240 $331K
UniSuper Management Pty Ltd 0.00% Reduce -12.5% 4,200 $328K
Atlas Capital Advisors Inc. 0.04% Reduce -29.2% 4,195 $327K
Alhambra Investment Management LLC 0.16% Reduce -30.2% 4,192 $327K
Equitable Holdings, Inc. 0.00% Add +50.5% 4,160 $324K
Freedom Investment Management, Inc. 0.03% Reduce -12.7% 4,154 $324K
MQS Management LLC 0.18% Add +45.8% 4,136 $323K
Certuity, LLC 0.03% Reduce -9.6% 4,082 $319K
Savant Capital, LLC 0.00% New 4,066 $317K
Corient IA LP 0.18% No change 4,000 $312K
Legacy Financial Advisors, Inc. 0.05% No change 4,000 $312K
Metis Global Partners, LLC 0.01% Reduce -26.4% 3,998 $312K
Versant Capital Management, Inc 0.05% Add +8.5% 3,990 $311K
Signaturefd, LLC 0.01% Add +41.8% 3,967 $309K
iA Global Asset Management Inc. 0.00% New 3,944 $308K
Midwest Financial Group LLC 0.16% Reduce -3.5% 3,870 $302K
Full Sail Capital, LLC 0.02% New 3,869 $302K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -54.2% 3,835 $299K
Prairie Wealth Advisors, Inc. 0.13% Add +8.4% 3,799 $296K
Stevens Capital Management LP 0.08% New 3,756 $293K
Twinbeech Capital LP 0.01% New 3,697 $288K
111 Capital 0.05% New 3,659 $285K
O'shaughnessy Asset Management, LLC 0.00% New 3,580 $279K
Callan Family Office, LLC 0.01% New 3,548 $277K
DRW Securities, LLC 0.02% New 3,491 $272K
Wedmont Private Capital 0.01% Add +4.1% 3,499 $271K
Algert Global LLC 0.01% Reduce -30.6% 3,470 $271K
Thrivent Financial for Lutherans 0.00% New 3,454 $269K
Leigh Baldwin & Co., LLC 0.17% Add +12.8% 3,405 $266K
Quarry LP 0.06% Add +90.8% 3,404 $265K
National Philanthropic Trust 0.00% No change 3,298 $257K
Americana Partners, LLC 0.01% Reduce -6.8% 3,285 $256K
Vise Technologies, Inc. 0.01% — 3,277 $256K
Excalibur Management Corp. 0.10% Reduce -14.4% 3,268 $255K
MRP Capital Investments, LLC 0.17% Add +114.5% 3,250 $253K
Prelude Capital Management, LLC 0.02% Reduce -18.5% 3,243 $253K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,220 $251K
NorthCoast Asset Management LLC 0.00% Add +0.2% 3,220 $251K
Fred Alger Management, LLC 0.00% Reduce -6.8% 3,191 $249K
SteelPeak Wealth, LLC 0.01% Reduce -10.0% 3,190 $249K
PharVision Advisers, LLC 0.35% Reduce -43.8% 3,152 $246K
DGS Capital Management, LLC 0.05% New 3,147 $245K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% New 3,104 $242K
Covestor Ltd 0.14% Reduce -13.4% 3,080 $240K
NorthRock Partners, LLC 0.01% New 3,059 $239K
Credit Capital Investments LLC 0.33% No change 3,000 $234K
Cibc World Market Inc. 0.00% Reduce -9.8% 2,995 $234K
Flagship Harbor Advisors, LLC 0.01% Add +0.1% 2,994 $234K
Optas, LLC 0.04% Reduce -52.4% 2,989 $233K
Comerica Bank 0.00% Reduce -1.2% 2,972 $232K
Parallel Advisors, LLC 0.00% Add +27.4% 2,970 $232K
Bridges Investment Management Inc. 0.00% Add +1.4% 2,970 $232K
waypoint wealth counsel 0.11% New 2,956 $231K
Fort Washington Investment Advisors Inc. 0.00% No change 2,950 $230K
Clearstead Advisors, LLC 0.00% Add +56.8% 2,933 $229K
Venturi Wealth Management, LLC 0.01% Reduce -24.9% 2,882 $225K
Legacy Financial Group, Inc. 0.07% Add +5.1% 2,863 $223K
Tower Research Capital LLC (TRC) 0.01% Add +412.1% 2,837 $221K
Schonfeld Strategic Advisors LLC 0.00% Reduce -67.1% 2,794 $218K
Sivia Capital Partners, LLC 0.07% New 2,778 $217K
Farther Finance Advisors, LLC 0.00% Add +26.1% 2,746 $214K
Resonant Capital Advisors, LLC 0.01% New 2,741 $214K
IHT Wealth Management, LLC 0.01% New 2,663 $208K
Diametric Capital, LP 0.11% New 2,662 $208K
Polymer Capital Management (US) LLC 0.03% New 2,645 $206K
Principal Securities, Inc. 0.00% Add +237.7% 2,644 $206K
&partners 0.00% New 2,621 $205K
Sender Co & Partners, Inc. 0.06% New 2,600 $203K
Concurrent Investment Advisors, LLC 0.00% New 2,591 $202K
LMR Partners LLP 0.00% Reduce -93.0% 2,586 $202K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -13.1% 2,584 $201K
Mizuho Markets Cayman LP 0.01% New 2,574 $201K
Cigna Investments Inc. 0.03% New 2,557 $200K
Traub Capital Management LLC 0.16% — 2,170 $169K
Meeder Asset Management Inc. 0.01% No change 2,102 $164K
Bayforest Capital Ltd 0.07% Reduce -75.2% 1,967 $153K
Arax Advisory Partners 0.01% Reduce -4.0% 1,949 $152K
CI Investments Inc. 0.00% Add +28.7% 1,930 $151K
Ostrum Asset Management 0.01% Reduce -2.8% 1,910 $149K
Nisa Investment Advisors, LLC 0.00% Reduce -93.3% 1,595 $124K
Marathon Trading Investment Management LLC 0.07% New 1,548 $121K
GAMMA Investing LLC 0.01% Add +77.3% 1,534 $120K
Employees Retirement System of Texas 0.00% New 1,513 $118K
True Wealth Design, LLC 0.04% Add +9.0% 1,496 $117K
Sumitomo Mitsui Financial Group, Inc. 0.00% New 1,484 $116K
Allworth Financial LP 0.00% Add +102.5% 1,446 $113K
Penserra Capital Management LLC 0.00% Add +12.6% 1,446 $111K
Ancora Advisors LLC 0.00% Add +0.7% 1,398 $109K
Whipplewood Advisors, LLC 0.06% Add +9471.4% 1,340 $104K
IFP Advisors, Inc 0.00% Add +171.5% 1,173 $91K
Hara Capital LLC 0.06% Reduce -75.7% 1,173 $91K
GeoWealth Management, LLC 0.00% Add +23.0% 1,129 $88K
Limestone Investment Advisors LP 0.04% — 1,012 $79K
Steward Partners Investment Advisory, LLC 0.00% No change 982 $77K
Harbour Investments, Inc. 0.00% Reduce -47.4% 979 $76K
HighMark Wealth Management LLC 0.04% No change 972 $76K
Global Wealth Strategies & Associates 0.02% No change 950 $74K
Edmond DE Rothschild Holding S.A. 0.00% No change 910 $71K
Geneos Wealth Management Inc. 0.00% Add +1.8% 897 $70K
CoreCap Advisors, LLC 0.00% Add +6.3% 879 $69K
Blue Trust, Inc. 0.00% Reduce -19.1% 857 $67K
Union Bancaire Privee, UBP SA 0.00% New 1,124 $64K
Larson Financial Group LLC 0.00% Add +80.0% 785 $61K
Talon Private Wealth, LLC 0.01% New 772 $60K
Assetmark, Inc. 0.00% Add +593.7% 770 $60K
Front Row Advisors LLC 0.02% No change 751 $59K
S-Bank Fund Management Ltd 0.01% Add +0.1% 743 $58K
Huntington National Bank 0.00% Add +112.9% 728 $57K
Brooklyn Investment Group 0.01% Add +61.3% 713 $56K
CIBC Private Wealth Group LLC 0.00% Reduce -44.0% 710 $55K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +16.5% 706 $55K
HM Payson & Co. 0.00% Add +0.4% 688 $54K
Cullen/Frost Bankers, Inc. 0.00% Add +2217.2% 672 $52K
Walleye Capital LLC 0.00% Reduce -98.0% 651 $51K
MassMutual Private Wealth & Trust, FSB 0.00% Add +44.4% 556 $43K
Rakuten Securities, Inc. 0.02% Reduce -26.1% 530 $41K
Smartleaf Asset Management LLC 0.00% Reduce -77.9% 507 $40K
Caz Investments LP 0.22% No change 500 $39K
Financial Perspectives, Inc 0.01% No change 476 $37K
Spire Wealth Management 0.00% Reduce -66.3% 470 $37K
SouthState Bank Corp 0.00% Add +28.6% 432 $34K
MAI Capital Management 0.00% Reduce -84.3% 430 $34K
WealthCollab, LLC 0.02% Add +3.7% 423 $33K
Compagnie Lombard Odier SCmA 0.00% No change 400 $31K
FNY Investment Advisers, LLC 0.01% New 400 $31K
Dynamic Wealth Strategies, LLC 0.02% Reduce -8.2% 380 $30K
Raiffeisen Bank International AG 0.00% No change 362 $28K
Global Retirement Partners, LLC 0.00% — 359 $28K
REAP Financial Group, LLC 0.01% Add +181.8% 355 $28K
Elevation Point Wealth Partners, LLC 0.00% New 344 $27K
Trust Co. of Vermont 0.00% Reduce -3.2% 303 $24K
PFS Partners, LLC 0.01% Reduce -29.4% 300 $23K
Heritage Wealth Advisors 0.00% No change 300 $23K
Twin Lakes Capital Management, LLC 0.01% No change 298 $23K
First Horizon Advisors, Inc. 0.00% Add +9.7% 293 $23K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -26.7% 274 $21K
Rexford Capital Inc. 0.02% — 267 $21K
Bellevue Asset Management, LLC 0.01% No change 260 $20K
TD Waterhouse Canada Inc. 0.00% Reduce -43.7% 255 $20K
Raleigh Capital Management Inc. 0.01% Reduce -4.9% 252 $20K
Global X Japan Co., Ltd. 0.00% Reduce -30.9% 246 $19K
Hemington Wealth Management 0.00% Add +66.0% 244 $19K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $19K
Brown, Lisle/Cummings, Inc. 0.00% No change 225 $18K
Rosenberg Matthew Hamilton 0.00% Reduce -27.2% 211 $16K
Sound Income Strategies, LLC 0.00% No change 211 $16K
LGT Financial Advisors LLC 0.04% New 204 $16K
Ascentis Wealth Management, LLC 0.00% No change 202 $16K
SWAN Capital LLC 0.01% No change 200 $16K
Private Trust Co. NA 0.00% Reduce -0.5% 194 $15K
WPG Advisers, LLC 0.01% Add +14.0% 179 $14K
JFS Wealth Advisors, LLC 0.00% Reduce -15.8% 171 $13K
Private Wealth Management Group, LLC 0.00% No change 169 $13K
CVA Family Office, LLC 0.00% Add +114.5% 163 $13K
Hantz Financial Services, Inc. 0.00% New 136 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 141 $11K
Truvestments Capital LLC 0.00% Reduce -18.6% 140 $11K
Salomon & Ludwin, LLC 0.00% New 125 $10K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 121 $9K
City State Bank 0.00% No change 105 $8K
Bell Investment Advisors, Inc 0.00% Add +22.4% 104 $8K
CKW Financial Group 0.00% No change 100 $8K
Kiker Wealth Management, LLC 0.00% No change 100 $8K
Main Street Group, LTD 0.00% No change 100 $8K
Strategic Investment Solutions, Inc. 0.00% No change 100 $8K
Prestige Wealth Management Group LLC 0.00% No change 100 $8K
Colonial Trust Advisors 0.00% Reduce -50.0% 100 $8K
Parkside Financial Bank & Trust 0.00% Reduce -78.7% 97 $8K
Hilltop National Bank 0.00% — 90 $7K
Westside Investment Management, Inc. 0.00% No change 85 $7K
Eukles Asset Management 0.00% New 80 $6K
Rise Advisors, LLC 0.00% No change 80 $6K
Fortitude Family Office, LLC 0.00% New 78 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 75 $6K
Banque Transatlantique SA 0.00% New 73 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 69 $5K
Cheviot Value Management, LLC 0.00% Reduce -25.0% 75 $5K
DecisionPoint Financial, LLC 0.00% No change 68 $5K
Abound Wealth Management 0.00% No change 65 $5K
Physician Wealth Advisors, Inc. 0.00% Add +27.4% 65 $5K
Ogorek Anthony Joseph /NY/ 0.00% Add +415.4% 67 $5K
Bessemer Group Inc. 0.00% No change 63 $5K
CBIZ Investment Advisory Services, LLC 0.00% Add +77.8% 64 $5K
N.E.W. Advisory Services LLC 0.00% No change 63 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -60.6% 61 $5K
Twin Peaks Wealth Advisors, LLC 0.00% New 67 $5K
Bank & Trust Co 0.00% No change 58 $5K
Addison Advisors LLC 0.00% New 55 $4K
Mascoma Wealth Management LLC 0.00% Reduce -40.2% 55 $4K
Ameriflex Group, Inc. 0.00% No change 55 $4K
Dogwood Wealth Management LLC 0.00% New 53 $4K
Avion Wealth 0.00% Add +8.5% 64 $4K
Strengthening Families & Communities, LLC 0.00% New 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
Wilmington Savings Fund Society, FSB 0.00% Add +34.3% 47 $4K
Inlight Wealth Management, LLC 0.00% No change 46 $4K
Stephens Consulting, LLC 0.00% Add +2.3% 45 $4K
Cromwell Holdings LLC 0.00% Add +214.3% 44 $3K
WFA Asset Management Corp 0.00% New 57 $3K
TFC Financial Management, Inc. 0.00% Add +2.5% 41 $3K
Graney & King, LLC 0.00% No change 40 $3K
Key Financial Inc 0.00% No change 40 $3K
EMC Capital Management 0.00% No change 36 $3K
Sachetta, LLC 0.00% No change 36 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +12.5% 36 $3K
Sierra Ocean, LLC 0.00% Add +9.1% 36 $3K
UMB Bank, n.a. 0.00% Add +56.5% 36 $3K
S&T Bank 0.00% Add +88.2% 32 $2K
Allianz SE 0.00% No change 31 $2K
Vision Financial Markets LLC 0.00% No change 30 $2K
Golden State Wealth Management, LLC 0.00% Reduce -40.0% 30 $2K
Beacon Capital Management, LLC 0.00% Add +100.0% 30 $2K
MV Capital Management, Inc. 0.00% Add +7.7% 28 $2K
American Capital Advisory, LLC 0.00% Add +35.0% 27 $2K
Evergreen Private Wealth LLC 0.00% New 27 $2K
Sunbelt Securities, Inc. 0.00% Add +212.5% 25 $2K
Capital Analysts, LLC 0.00% No change 22 $2K
Financial Gravity Companies, Inc. 0.00% — 25 $2K
Concord Wealth Partners 0.00% No change 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
Kilter Group LLC 0.00% New 23 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 22 $2K
Hughes Financial Services, LLC 0.00% Add +57.1% 22 $2K
Legacy Investment Solutions, LLC 0.00% — 20 $2K
Legacy Wealth Managment, LLC 0.00% New 20 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 20 $2K
Field & Main Bank 0.00% No change 20 $2K
Rialto Wealth Management, LLC 0.00% New 19 $1K
HHM Wealth Advisors, LLC 0.00% No change 19 $1K
SJS Investment Consulting Inc. 0.00% Reduce -29.6% 19 $1K
Raffa Wealth Management, LLC 0.00% No change 18 $1K
Brown Brothers Harriman & Co. 0.00% New 17 $1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 17 $1K
CNB Bank 0.00% No change 16 $1K
Rothschild Investment LLC 0.00% Reduce -28.6% 15 $1K
North Star Investment Management Corp. 0.00% No change 15 $1K
Cape Investment Advisory, Inc. 0.00% Reduce -6.7% 14 $1K
SOA Wealth Advisors, LLC. 0.00% Reduce -87.7% 14 $1K
Fifth Third Bancorp 0.00% Reduce -50.0% 14 $1K
Bear Mountain Capital, Inc. 0.00% No change 14 $1K
Bogart Wealth, LLC 0.00% Reduce -23.5% 13 $1K
Capital Advisors, Ltd. LLC 0.00% Add +40.0% 7 $1K
Picton Mahoney Asset Management 0.00% No change 17 $1K
Principia Wealth Advisory, LLC 0.00% Add +71.4% 12 $936
HFM Investment Advisors, LLC 0.00% Add +300.0% 12 $936
DT Investment Partners, LLC 0.00% No change 12 $936
Salem Investment Counselors Inc. 0.00% Reduce -71.4% 12 $936
Activest Wealth Management 0.00% Add +266.7% 11 $858
Tortoise Investment Management, LLC 0.00% New 11 $858
Bay Harbor Wealth Management, LLC 0.00% Add +83.3% 11 $857
Redwood Park Advisors LLC 0.00% No change 10 $780
Chelsea Counsel Co. 0.00% No change 10 $780
Hartford Financial Management Inc. 0.00% No change 10 $780
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +150.0% 10 $780
Parkworth Wealth Management, Inc. 0.00% Add +80.0% 9 $702
PayPay Securities Corp 0.03% Reduce -11.1% 8 $624
C M Bidwell & Associates Ltd. 0.00% No change 8 $624
Curio Wealth, LLC 0.00% Add +700.0% 8 $624
AdvisorNet Financial, Inc 0.00% Reduce -93.8% 8 $624
Archer Investment Corp 0.00% No change 8 $585
Cornerstone Planning Group LLC 0.00% Add +100.0% 8 $574
Crewe Advisors LLC 0.00% No change 6 $468
Plante Moran Financial Advisors, LLC 0.00% No change 6 $468
Murphy & Mullick Capital Management Corp 0.00% Reduce -94.3% 6 $444
WealthTrak Capital Management LLC 0.00% Reduce -66.7% 5 $390
Wolff Wiese Magana LLC 0.00% No change 5 $390
Financial Avengers, Inc. 0.00% No change 5 $390
Glass Jacobson Investment Advisors llc 0.00% No change 5 $390
Transce3nd, LLC 0.00% No change 5 $390
Riggs Asset Managment Co. Inc. 0.00% No change 5 $390
West Branch Capital LLC 0.00% No change 5 $390
Kimelman & Baird, LLC 0.00% No change 5 $390
Asset Dedication, LLC 0.00% No change 4 $312
Quaker Wealth Management, LLC 0.00% — 3 $234
Atticus Wealth Management, LLC 0.00% No change 3 $234
TD Private Client Wealth LLC 0.00% New 3 $234
Atlantic Union Bankshares Corp 0.00% New 2 $156
Valley Wealth Managers, Inc. 0.00% No change 2 $156
Highline Wealth Partners LLC 0.00% Reduce -71.4% 2 $156
Clark Wealth Partners 0.00% No change 1 $78
Core Alternative Capital 0.00% No change 1 $78

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