Zoom CommunicationsZM

13F holders, Q1 2026 (March 31)
820holders −5
113new positions
119sold out
10famous investors
$80.26avg. 13F price*

At the end of Q1 2026, 820 institutions reported holding Zoom Communications Inc. (ZM) in their 13F filings, down 5 from Q4 2025. 113 opened new positions and 119 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Portfolio Management LLC ($1.1B) and Vanguard Capital Management LLC ($923.7M). 10 famous investors held it, including Gavin Baker (2.6% of Atreides Management's portfolio), Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio) and Cliff Asness (0.3% of AQR Capital 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions113$492.5M
Exits119$392.2M

All 13F filers, Q4 2025 → Q1 2026: 26,495,536 shares bought and 27,412,484 shares sold, net −916,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 820 holders

BlackRock, Inc. 0.03% Add +2.6% 17,777,558 $1.4B
Vanguard Portfolio Management LLC 0.06% — 13,402,043 $1.1B
Vanguard Capital Management LLC 0.02% — 11,490,856 $923.7M
JPMorgan Chase & Co. 0.05% Add +88.3% 9,075,320 $714.0M
AQR Capital Management 0.30% Reduce -31.4% 8,362,011 $662.1M
State Street Corp. 0.02% Add +3.2% 7,828,632 $629.3M
FMR LLC 0.03% Reduce -35.0% 7,660,272 $615.8M
Geode Capital Management, LLC 0.03% Add +2.5% 5,267,794 $425.8M
Citadel Advisors 0.25% Add +572.3% 4,230,754 $340.1M
T. Rowe Price Investment Management, Inc. 0.23% Reduce -9.8% 4,181,467 $336.1M
Acadian Asset Management LLC 0.45% Reduce -27.2% 3,938,007 $316.5M
Alyeska Investment Group, L.P. 0.71% Add +974.6% 3,136,350 $252.1M
FIL Ltd 0.18% Reduce -14.1% 2,821,279 $226.8M
Robeco Institutional Asset Management B.V. 0.31% Add +2.6% 2,712,913 $218.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -6.9% 2,656,005 $213.5M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -6.1% 2,600,093 $209.0M
Pacer Advisors, Inc. 0.60% Add +10.8% 2,595,840 $208.7M
Renaissance Technologies 0.31% Reduce -20.1% 2,458,804 $197.7M
Victory Capital Management Inc. 0.12% Add +28.4% 2,352,451 $189.1M
Dimensional Fund Advisors LP 0.04% Add +4.2% 2,352,126 $189.1M
Legal & General Group Plc 0.04% Add +0.3% 2,023,204 $162.6M
Allianz Asset Management GmbH 0.18% Reduce -5.9% 1,989,045 $159.9M
Caisse de depot et placement du Quebec 0.25% Add +3.9% 1,948,263 $156.6M
Northern Trust Corp. 0.02% Add +1.9% 1,779,912 $143.1M
Bank of America Corp. 0.01% Add +50.5% 1,767,728 $142.1M
Vanguard Fiduciary Trust Co. 0.03% — 1,639,039 $131.8M
Goldman Sachs Group Inc. 0.02% Add +75.4% 1,601,513 $128.7M
Morgan Stanley 0.01% Reduce -2.6% 1,576,073 $126.7M
Charles Schwab Investment Management Inc. 0.02% Add +4.0% 1,427,085 $114.7M
UBS Group AG 0.02% Reduce -35.5% 1,424,251 $114.5M
Bank of New York Mellon Corp 0.02% Add +44.5% 1,411,745 $113.5M
First Trust Advisors LP 0.08% Add +2.8% 1,362,501 $109.5M
Atreides Management 2.58% New 1,315,605 $105.8M
Primecap Management Co. 0.08% Reduce -0.2% 1,246,800 $100.2M
KBC Group NV 0.24% Add +69.1% 1,193,027 $95.9M
LSV Asset Management 0.20% Add +1.0% 1,179,049 $94.8M
Comprehensive Financial Management LLC 3.12% No change 1,171,195 $94.2M
Panagora Asset Management Inc. 0.34% Add +1.6% 1,141,889 $91.8M
Deutsche Bank AG 0.03% Reduce -2.8% 1,086,724 $87.4M
Quantinno Capital Management LP 0.14% Reduce -9.6% 1,038,312 $83.5M
Invesco Ltd. 0.01% Add +7.9% 1,037,486 $83.4M
Rubric Capital Management LP 0.99% New 1,001,006 $80.5M
Worldquant Millennium Advisors LLC 0.30% Reduce -20.9% 958,088 $77.0M
Altshuler Shaham Ltd 1.34% Reduce -55.4% 910,721 $73.2M
Nordea Investment Management AB 0.06% Add +1.5% 860,118 $68.0M
California Public Employees Retirement System 0.04% Add +0.0% 794,129 $63.8M
Susquehanna International Group, LLP 0.08% Add +64.2% 759,891 $61.1M
Retirement Systems of Alabama 0.20% Add +7.7% 758,533 $61.0M
Swiss National Bank 0.03% Add +7.0% 744,200 $59.8M
National Pension Service 0.04% Reduce -2.8% 712,254 $57.3M
Raymond James Financial Inc. 0.02% Reduce -23.9% 724,824 $57.2M
D. E. Shaw & Co. 0.05% Add +174.2% 705,685 $56.7M
BNP Paribas Financial Markets 0.04% Add +25.9% 687,262 $55.2M
Amundi 0.01% Reduce -30.5% 656,679 $52.8M
Millennium Management 0.04% Add +14.0% 652,654 $52.5M
Point72 Asset Management 0.09% New 606,952 $48.8M
LMR Partners LLP 0.58% Add +25.2% 600,000 $48.2M
Qube Research & Technologies Ltd 0.07% Reduce -70.5% 598,485 $48.1M
Prudential Financial Inc. 0.06% Add +181.3% 596,673 $48.0M
Seizert Capital Partners, LLC 2.15% Add +567.7% 579,842 $46.6M
Sei Investments Co. 0.04% Add +55.3% 578,408 $46.5M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -0.6% 551,641 $44.3M
DekaBank Deutsche Girozentrale 0.07% No change 537,626 $43.5M
Jacobs Levy Equity Management, Inc. 0.18% Reduce -4.5% 536,203 $43.1M
Junto Capital Management LP 0.91% Add +34.0% 532,840 $42.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -22.6% 487,193 $39.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 453,620 $36.5M
Russell Investments Group, Ltd. 0.04% Add +1.8% 453,577 $36.2M
Assenagon Asset Management S.A. 0.06% Reduce -54.0% 447,561 $36.0M
Rhumbline Advisers 0.03% Reduce -4.2% 446,783 $35.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.27% Reduce -40.7% 446,024 $35.9M
Ieq Capital, LLC 0.16% Reduce -48.5% 430,926 $34.6M
Marshall Wace, LLP 0.04% Add +1317.7% 427,997 $34.4M
Nuveen, LLC 0.01% Add +6.2% 423,875 $34.1M
KLP Kapitalforvaltning As 0.13% No change 413,100 $33.2M
PFA Pension, Forsikringsaktieselskab 0.10% Reduce -0.1% 394,372 $31.7M
HSBC Holdings PLC 0.02% Reduce -10.0% 380,043 $30.5M
Massachusetts Financial Services Co. 0.01% Reduce -5.5% 374,234 $30.1M
GMO 0.08% Add +13.5% 372,029 $29.9M
California State Teachers Retirement System 0.03% Reduce -2.3% 366,947 $29.5M
Storebrand Asset Management As 0.08% Reduce -1.8% 364,881 $29.3M
Vinva Investment Management Ltd 0.36% Reduce -38.8% 370,044 $29.1M
Franklin Resources Inc. 0.01% Reduce -24.1% 358,633 $28.8M
Barclays PLC 0.01% Add +35.1% 356,915 $28.7M
TD Asset Management Inc 0.02% Reduce -11.0% 355,986 $28.6M
Teacher Retirement System of Texas 0.12% Reduce -11.9% 348,991 $28.1M
T. Rowe Price Associates Inc. 0.00% Add +34.1% 347,433 $27.9M
Arbejdsmarkedets Tillaegspension 0.67% Add +25.6% 333,464 $26.8M
Ghisallo Capital Management LLC 0.72% New 325,000 $26.1M
Empowered Funds, LLC 0.16% Add +114.0% 305,821 $24.6M
Achmea Investment Management B.V. 0.62% Add +13.4% 294,496 $23.7M
Alliancebernstein L.P. 0.01% Reduce -27.3% 272,496 $23.5M
Federated Hermes, Inc. 0.04% Add +2.8% 284,336 $22.9M
Treasurer of the State of North Carolina 0.07% Add +7.1% 278,951 $22.4M
American Century Companies Inc. 0.01% Reduce -6.8% 271,353 $21.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +4.1% 266,839 $21.5M
Citigroup Inc. 0.01% Add +17.1% 263,634 $21.2M
Two Sigma Investments, LP 0.02% Reduce -56.4% 260,761 $21.0M
Aberdeen Group plc 0.03% Reduce -2.0% 257,444 $20.7M
Martingale Asset Management L P 0.51% Reduce -2.0% 252,624 $20.3M
Gotham Asset Management 0.06% Reduce -6.7% 232,729 $18.7M
CSM Advisors, LLC 0.46% Reduce -11.4% 231,102 $18.6M
Schonfeld Strategic Advisors LLC 0.15% Add +4455.1% 230,987 $18.6M
State Board of Administration of Florida Retirement System 0.03% No change 229,486 $18.4M
Royal Bank of Canada 0.00% Reduce -25.5% 228,740 $18.4M
Benchstone Capital Management LP 2.13% New 228,082 $18.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -6.3% 227,457 $18.3M
Korea Investment CORP 0.04% Add +37.9% 226,417 $18.2M
Cerity Partners LLC 0.03% Reduce -68.6% 221,108 $17.8M
Glenmede Trust Co. NA 0.09% Reduce -1.6% 220,359 $17.7M
Aviva PLC 0.03% Add +6.5% 217,139 $17.5M
Rockefeller Capital Management L.P. 0.03% Reduce -45.7% 213,894 $17.2M
Ameriprise Financial Inc. 0.00% Add +7.1% 213,168 $17.1M
Man Group plc 0.04% Reduce -57.9% 212,448 $17.1M
CANADA LIFE ASSURANCE Co 0.03% Reduce -13.5% 207,683 $16.8M
Cwm, LLC 0.04% Reduce -37.1% 205,948 $16.6M
Mercer Global Advisors Inc. 0.02% Reduce -14.0% 202,017 $16.2M
Zacks Investment Management 0.13% Reduce -3.1% 200,942 $16.2M
Mariner, LLC 0.02% Reduce -22.8% 198,778 $16.0M
Illinois Municipal Retirement Fund 0.20% Reduce -26.3% 195,262 $15.7M
State of Michigan Retirement System 0.08% No change 189,866 $15.3M
Oribel Capital Management, LP 2.31% New 189,000 $15.2M
Eurizon Capital SGR S.p.A. 0.05% New 188,566 $15.2M
Handelsbanken Fonder AB 0.05% Reduce -76.3% 187,961 $15.1M
Zurich Insurance Group Ltd 0.12% New 183,269 $14.7M
Polar Capital Holdings Plc 0.06% New 179,303 $14.4M
PEAK6 LLC 0.41% New 175,203 $14.1M
Aware Super Pty Ltd as trustee of Aware Super 0.21% — 171,426 $13.8M
New York State Common Retirement Fund 0.02% No change 170,008 $13.7M
Clearstead Advisors, LLC 0.12% Reduce -12.9% 169,533 $13.6M
Allspring Global Investments Holdings, LLC 0.02% Add +87.3% 164,171 $13.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.25% Add +6.5% 164,372 $13.2M
Distillate Capital Partners LLC 0.69% Reduce -0.1% 162,091 $13.0M
Nishkama Capital, LLC 1.81% New 158,000 $12.7M
APG Asset Management N.V. 0.04% Reduce -2.1% 180,050 $12.6M
Meridiem Capital Partners LP 0.82% New 154,262 $12.4M
ExodusPoint Capital Management, LP 0.12% Add +355.5% 154,018 $12.4M
Walleye Capital LLC 0.08% Add +15203100.0% 152,032 $12.2M
Steamboat Capital Partners, LLC 2.96% New 148,114 $11.9M
SEB Asset Management AB 0.05% — 147,223 $11.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -13.0% 146,024 $11.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +64.3% 144,550 $11.6M
Royal London Asset Management Ltd. 0.02% Add +8.4% 141,934 $11.4M
Vanguard Global Advisers, LLC 0.01% — 140,191 $11.3M
Banque Pictet & Cie SA 0.13% Reduce -1.1% 135,971 $10.9M
Danske Bank A/S 0.03% Reduce -8.8% 135,783 $10.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -8.8% 134,384 $10.8M
Beacon Pointe Advisors, LLC 0.06% Add +10.6% 133,615 $10.7M
Wells Fargo & Company 0.00% Reduce -5.7% 133,434 $10.7M
Tudor Investment Corporation 0.06% New 132,328 $10.6M
State of Wisconsin Investment Board 0.02% Add +3.4% 132,210 $10.6M
Swedbank AB 0.01% Add +18.3% 131,416 $10.6M
Mediolanum International Funds Ltd 0.11% Reduce -15.4% 132,337 $10.4M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.36% Reduce -20.5% 129,176 $10.4M
Vanguard Investments Australia, Ltd. 0.03% — 126,741 $10.2M
SG Americas Securities, LLC 0.01% Reduce -28.3% 124,419 $10.0M
Creative Planning 0.01% Reduce -35.3% 120,096 $9.7M
LPL Financial LLC 0.00% Add +10.4% 119,426 $9.6M
Asset Management One Co., Ltd. 0.03% Add +5.5% 119,279 $9.6M
Focus Partners Wealth 0.01% Reduce -23.1% 112,898 $9.5M
Captrust Financial Advisors 0.02% Reduce -1.4% 114,885 $9.2M
Blair William & Co. 0.03% Reduce -0.5% 113,514 $9.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -23.2% 119,576 $8.8M
Moran Wealth Management, LLC 0.26% Add +197.0% 107,601 $8.7M
Jane Street Group, LLC 0.01% Reduce -74.3% 107,443 $8.6M
Avory & Company, LLC 11.11% Reduce -61.8% 106,817 $8.6M
Tredje AP-fonden 0.05% Add +271.7% 103,713 $8.3M
IMC-Chicago, LLC 0.12% Add +156.1% 101,065 $8.1M
Envestnet Asset Management Inc. 0.00% Add +93.8% 100,876 $8.1M
Pictet Asset Management Holding SA 0.01% Reduce -0.8% 99,976 $8.0M
Hidden Lake Asset Management LP 5.19% New 97,356 $7.8M
Jain Global LLC 0.11% Add +35.0% 96,140 $7.7M
Dark Forest Capital Management LP 0.68% Add +105.3% 95,918 $7.7M
Mn Services Vermogensbeheer B.V. 0.05% No change 95,251 $7.7M
Resona Asset Management Co.,Ltd. 0.04% Add +4.6% 94,652 $7.6M
XTX Topco Ltd 0.13% Add +33.2% 93,395 $7.5M
Neuberger Berman Group LLC 0.01% Add +74.0% 88,636 $7.1M
L2 Asset Management, LLC 0.67% Add +16.2% 88,028 $7.1M
CWA Asset Management Group, LLC 0.24% Add +17.3% 86,744 $7.0M
National Bank of Canada 0.01% Add +1071.0% 85,552 $6.9M
State of New Jersey Common Pension Fund D 0.03% No change 85,562 $6.9M
Public Employees Retirement System of Ohio 0.02% Reduce -2.8% 83,676 $6.7M
Ardsley Advisory Partners LP 1.02% New 83,000 $6.7M
Nomura Asset Management Co. Ltd. 0.02% Add +0.5% 82,399 $6.6M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -7.9% 82,139 $6.6M
Mudita Advisors LLP 1.29% New 78,800 $6.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +13.5% 78,398 $6.2M
Investment Management Corp of Ontario 0.08% Add +79.0% 77,532 $6.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +15.2% 77,353 $6.2M
MYDA Advisors LLC 1.43% New 75,000 $6.0M
Integrated Wealth Concepts LLC 0.05% Add +13.2% 72,805 $5.9M
Havemeyer Place LP 0.67% New 72,159 $5.8M
Hudson Capital Management LLC 1.54% Add +7.4% 72,148 $5.8M
Mackenzie Financial Corp. 0.01% Add +19.9% 71,135 $5.7M
Caption Management, LLC 0.28% Add +1.4% 70,400 $5.7M
Arizona State Retirement System 0.03% Reduce -1.4% 68,901 $5.5M
Walleye Trading LLC 0.11% Reduce -2.5% 68,406 $5.5M
Dana Investment Advisors, Inc. 0.16% Reduce -1.0% 68,114 $5.5M
Ossiam 0.09% Add +10.5% 67,015 $5.4M
Corient Private Wealth LP 0.01% Reduce -6.8% 68,080 $5.3M
Van Eck Associates Corp. 0.00% Reduce -2.3% 65,159 $5.2M
Principal Financial Group Inc. 0.00% Add +384.2% 63,736 $5.1M
Canada Pension Plan Investment Board 0.00% Reduce -48.3% 62,911 $5.1M
HighTower Advisors, LLC 0.01% Add +0.1% 62,593 $5.0M
Nissay Asset Management Corp. /Japan 0.03% Add +1.8% 61,229 $4.9M
Harvey Capital Management Inc. 1.08% Reduce -1.5% 58,715 $4.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +82.6% 55,859 $4.5M
Ensign Peak Advisors, Inc 0.01% Add +0.6% 55,774 $4.5M
DNB Asset Management AS 0.02% Add +4.4% 55,024 $4.4M
USS Investment Management Ltd 0.02% Add +6.7% 54,871 $4.4M
Andra AP-fonden 0.05% Reduce -86.2% 53,824 $4.3M
IFM Investors Pty Ltd 0.04% Add +4.4% 53,489 $4.3M
LBP Am SA 0.06% New 52,975 $4.3M
Thrive Capital Management, LLC 0.87% Add +19.5% 49,496 $4.0M
Lane Generational LLC 3.11% Reduce -0.0% 48,588 $3.9M
Baker Avenue Asset Management, LP 0.09% Add +11.1% 48,140 $3.9M
Bank Hapoalim BM 0.62% Reduce -12.9% 47,507 $3.8M
Highland Capital Management, LLC 0.20% Reduce -0.6% 47,040 $3.8M
Elo Mutual Pension Insurance Co 0.06% Reduce -2.3% 46,972 $3.8M
Silver Lake Advisory, LLC 1.50% Add +4.5% 46,895 $3.8M
Kerrisdale Advisers, LLC 1.43% Add +23.4% 46,649 $3.8M
DCF Advisers, LLC 1.41% Add +53.7% 46,500 $3.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +169.8% 45,513 $3.7M
Macquarie Group Ltd. 0.02% Reduce -48.5% 45,208 $3.6M
Peak Retirement Planning, Inc. 0.72% Add +37.8% 44,862 $3.6M
Daiwa Securities Group Inc. 0.01% Add +75.5% 44,770 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Reduce -11.8% 43,706 $3.5M
Utah Retirement Systems 0.04% No change 43,622 $3.5M
Crossmark Global Holdings, Inc. 0.05% Reduce -3.6% 42,600 $3.4M
Credit Agricole S A 0.01% Add +98.4% 42,548 $3.4M
Federation des caisses Desjardins du Quebec 0.01% Add +5.5% 42,252 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% No change 40,566 $3.3M
Agf Management Ltd. 0.01% Add +5.5% 40,443 $3.3M
QRG Capital Management, Inc. 0.03% Add +18.6% 40,060 $3.2M
BW Gestao de Investimentos Ltda. 0.14% New 40,058 $3.2M
Allstate Corp. 0.03% Add +94.6% 40,013 $3.2M
Catalyst Funds Management Pty Ltd 0.54% No change 39,800 $3.2M
Family Manage LLC 0.38% Reduce -3.3% 39,536 $3.2M
State of Alaska, Department of Revenue 0.03% No change 39,000 $3.1M
Oxbow Advisors, LLC 0.27% Add +0.7% 38,622 $3.1M
Cetera Investment Advisers 0.00% Reduce -0.5% 36,998 $3.0M
Heron Bay Capital Management 0.27% Add +35.5% 36,838 $3.0M
J. Goldman & Co LP 0.14% New 36,680 $2.9M
Delta Global Management LP 0.24% New 36,184 $2.9M
Xponance LLC 0.02% Add +19.0% 36,006 $2.9M
Boothbay Fund Management, LLC 0.07% Add +741.1% 35,882 $2.9M
Tidal Investments LLC 0.01% Add +14.7% 35,147 $2.8M
Vestcor Inc 0.08% Add +45.3% 34,987 $2.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.3% 34,946 $2.8M
Atom Investors LP 0.20% New 34,469 $2.8M
Vontobel Holding Ltd. 0.01% Add +19.5% 34,262 $2.8M
Toronto Dominion Bank 0.01% Reduce -16.7% 33,898 $2.7M
Edgestream Partners, L.P. 0.09% New 33,445 $2.7M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -9.3% 33,159 $2.7M
Accurate Wealth Management, LLC 0.31% Reduce -19.2% 32,296 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -37.9% 31,093 $2.5M
CenterBook Partners LP 0.13% New 30,862 $2.5M
Apella Capital, LLC 0.04% Add +14.1% 27,991 $2.5M
Voya Investment Management LLC 0.00% Reduce -0.9% 30,313 $2.4M
Merit Financial Group, LLC 0.02% Reduce -38.9% 30,036 $2.4M
Swiss Life Asset Management Ltd 0.01% Add +45.1% 29,825 $2.4M
Peak Asset Management, LLC 0.41% Add +7.9% 29,249 $2.4M
Schroder Investment Management Group 0.00% Reduce -25.2% 29,145 $2.3M
Cresset Asset Management, LLC 0.01% Add +71.7% 28,195 $2.3M
Lazard Asset Management LLC 0.00% Add +0.2% 28,183 $2.3M
Regal Investment Advisors LLC 0.13% New 27,762 $2.2M
RB Capital Management, LLC 0.48% Add +6.2% 26,897 $2.2M
Summit Trail Advisors, LLC 0.03% Reduce -25.3% 26,872 $2.2M
Balyasny Asset Management L.P. 0.00% Reduce -89.2% 26,859 $2.2M
Janus Henderson Group PLC 0.00% No change 26,635 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -10.7% 26,497 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +6.1% 26,398 $2.1M
Massar Capital Management, LP 0.42% New 26,320 $2.1M
Quinn Opportunity Partners LLC 0.11% No change 26,000 $2.1M
HERALD INVESTMENT MANAGEMENT Ltd 0.29% No change 25,910 $2.1M
Yelin Lapidot Holdings Management Ltd. 0.43% No change 25,900 $2.1M
OP Asset Management Ltd 0.02% Reduce -7.5% 25,376 $2.0M
SummitTX Capital, L.P. 0.06% Add +273.4% 25,145 $2.0M
Greenhaven Road Investment Management, L.P. 1.38% New 25,000 $2.0M
Brighton Jones LLC 0.04% New 24,904 $2.0M
Boston Common Asset Management, LLC 0.13% Reduce -1.1% 24,800 $2.0M
New York State Teachers Retirement System 0.00% Add +1.9% 24,713 $2.0M
Phoenix Financial Ltd. 0.02% New 24,663 $2.0M
Arkadios Wealth Advisors 0.03% Reduce -26.1% 24,582 $2.0M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -9.3% 24,389 $2.0M
Strategic Global Advisors, LLC 0.31% Reduce -1.3% 24,227 $1.9M
Stifel Financial Corp. 0.00% Add +14.9% 24,152 $1.9M
Public Employees Retirement Association of Colorado 0.01% No change 24,122 $1.9M
Rakuten Investment Management, Inc. 0.00% Add +117.7% 23,414 $1.9M
Pallas Capital Advisors LLC 0.07% Reduce -51.0% 23,659 $1.9M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -44.9% 23,543 $1.9M
Bank of Nova Scotia 0.00% Reduce -62.0% 23,177 $1.9M
Brevan Howard Capital Management LP 0.02% Reduce -18.9% 23,170 $1.9M
Caprock Group, LLC 0.04% Reduce -39.8% 22,954 $1.8M
Board of the Pension Protection Fund 1.69% Add +6.5% 22,800 $1.8M
Engineers Gate Manager LP 0.02% Reduce -82.9% 22,640 $1.8M
AG2R La Mondiale Gestion D'actifs 0.08% Add +59.5% 22,102 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -8.0% 21,949 $1.8M
CGN Advisors LLC 0.14% Add +16.2% 21,813 $1.8M
AEGON ASSET MANAGEMENT UK Plc 0.02% New 21,700 $1.7M
Convergence Investment Partners, LLC 0.29% Reduce -44.4% 21,655 $1.7M
Verdad Advisers, LP 1.95% Add +3.1% 21,580 $1.7M
Picton Mahoney Asset Management 0.02% Add +126705.9% 21,557 $1.7M
Collar Capital Management, LLC 1.09% Add +0.6% 20,910 $1.7M
Circle Wealth Management, LLC 0.02% Add +29.6% 20,883 $1.7M
Sterling Capital Management LLC 0.03% Reduce -28.4% 20,719 $1.7M
Jones Financial Companies LLLP 0.00% Add +80.6% 21,329 $1.7M
CreativeOne Wealth, LLC 0.04% Add +16.4% 20,319 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +230.4% 20,227 $1.6M
Virtus Investment Advisers, LLC 0.45% Reduce -10.6% 20,094 $1.6M
Gulf International Bank (UK) Ltd 0.04% Add +58.3% 19,718 $1.6M
SBI Securities Co., Ltd. 0.04% Reduce -8.1% 19,714 $1.6M
Ilmarinen Mutual Pension Insurance Co 0.01% New 19,571 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -24.4% 19,165 $1.5M
Fideuram Asset Management (Ireland) dac 0.20% Add +8391.7% 18,512 $1.5M
Klein Pavlis & Peasley Financial, Inc. 0.84% Add +7.1% 18,914 $1.5M
Wellington Management Group LLP 0.00% Reduce -17.1% 18,370 $1.5M
Avanza Fonder AB 0.04% No change 18,081 $1.5M
Chicago Partners Investment Group LLC 0.03% Reduce -29.9% 15,794 $1.5M
Manatuck Hill Partners, LLC 0.47% New 18,000 $1.4M
Easterly Investment Partners LLC 0.11% Add +0.1% 17,877 $1.4M
MML Investors Services, LLC 0.00% Add +0.9% 17,400 $1.4M
Diversified Trust Co. 0.03% Reduce -35.2% 17,381 $1.4M
North Dakota State Investment Board 0.06% Reduce -10.6% 17,132 $1.4M
Archon Capital Management LLC 0.77% New 17,000 $1.4M
Centiva Capital, LP 0.06% Reduce -10.2% 16,667 $1.3M
Cannon Global Investment Management, LLC 3.19% Add +23.5% 16,300 $1.3M
Northwest & Ethical Investments L.P. 0.03% New 16,096 $1.3M
Alps Advisors Inc. 0.01% Add +8.1% 16,080 $1.3M
Harrington Investments, INC 0.68% Reduce -0.7% 16,059 $1.3M
iA Global Asset Management Inc. 0.02% New 15,974 $1.3M
Bellecapital International Ltd. 0.23% Reduce -28.1% 15,972 $1.3M
Ethic Inc. 0.02% Add +10.9% 15,971 $1.3M
Basepoint Wealth LLC 0.73% Add +35.2% 15,902 $1.3M
Inscription Capital, LLC 0.13% Reduce -7.2% 15,498 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -24.4% 15,409 $1.2M
Manufacturers Life Insurance Company, The 0.00% Add +4.0% 15,347 $1.2M
Northstar Asset Management Inc. 0.37% Reduce -41.3% 15,038 $1.2M
Janney Montgomery Scott LLC 0.00% Add +15.7% 14,987 $1.2M
CSS LLC 0.19% Reduce -2.8% 14,740 $1.2M
Allworth Financial LP 0.00% Reduce -15.3% 14,687 $1.2M
Hillsdale Investment Management Inc. 0.03% Add +18.7% 14,600 $1.2M
Camelot Portfolios, LLC 0.86% Reduce -4.4% 14,176 $1.1M
Nano Cap New Millennium Growth Fund L P 1.05% Reduce -11.1% 14,000 $1.1M
Amalgamated Bank 0.01% Reduce -19.5% 13,934 $1.1M
Sivia Capital Partners, LLC 0.22% Add +6.9% 13,837 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.4% 13,614 $1.1M
Krilogy Financial LLC 0.03% Reduce -53.1% 12,481 $1.1M
Encompass More Asset Management 0.18% New 13,409 $1.1M
Aaron Wealth Advisors LLC 0.06% Reduce -51.2% 13,066 $1.1M
Advisory Services Network, LLC 0.01% Add +17.6% 13,062 $1.1M
Syon Capital LLC 0.05% Reduce -19.3% 12,903 $1.0M
NorthCrest Asset Manangement, LLC 0.03% Reduce -51.4% 12,591 $1.0M
Maryland State Retirement & Pension System 0.02% No change 12,876 $1.0M
OMERS ADMINISTRATION Corp 0.01% Reduce -34.0% 12,820 $1.0M
Fifth Third Bancorp 0.00% Add +762.3% 12,727 $1.0M
denkapparat Operations GmbH 0.42% No change 12,638 $1.0M
CIBC Asset Management Inc 0.00% Add +5.6% 12,612 $1.0M
Rehmann Capital Advisory Group 0.05% New 12,506 $1.0M
Nomura Asset Management International Inc. 0.00% Reduce -32.4% 12,485 $1.0M
Bank of Montreal 0.00% Add +12.2% 12,301 $989K
Grant Private Wealth Management Inc 0.52% Add +3.4% 12,300 $989K
CIBC Bancorp USA Inc. 0.00% — 12,059 $969K
Evoke Wealth, LLC 0.02% Reduce -8.4% 11,960 $961K
Candriam S.C.A. 0.01% Reduce -20.4% 11,943 $960K
Praxis Investment Management Inc. 0.06% Add +54.3% 11,942 $960K
Affinity Investment Advisors, LLC 0.60% Add +18.1% 11,838 $952K
Evolve Private Wealth, LLC 0.05% Reduce -45.6% 11,709 $941K
Bull Harbor Capital LLC 0.25% — 11,675 $939K
Pathstone Holdings, LLC 0.00% Add +28.9% 11,617 $934K
NewEdge Advisors, LLC 0.00% Reduce -23.0% 11,612 $933K
Wealthfront Advisers LLC 0.00% Reduce -12.6% 11,505 $925K
Marex Group Ltd 0.01% Reduce -27.9% 11,388 $915K
Kestra Investment Management, LLC 0.02% Add +18.7% 11,318 $910K
Perpetual Ltd 0.01% Reduce -59.0% 11,014 $885K
Kera Capital Partners, Inc. 0.11% Reduce -27.7% 10,995 $884K
Thrivent Financial for Lutherans 0.00% No change 10,879 $875K
Nomura Holdings Inc. 0.01% Reduce -17.4% 10,825 $870K
Wynn Capital, LLC 0.43% Add +3.3% 10,507 $845K
Credit Capital Investments LLC 0.77% Add +133.3% 10,500 $844K
Osmosis Investment Management UK Ltd 0.02% New 10,477 $842K
Claret Asset Management Corp 0.10% Add +16.9% 10,386 $835K
GLOBALT Investments LLC / GA 0.03% New 10,228 $822K
Sequoia Financial Advisors, LLC 0.00% Reduce -34.8% 10,220 $822K
Winnacle Wealth LLC 0.62% Reduce -5.8% 10,068 $809K
Citizens Financial Group Inc. 0.01% Add +9.8% 10,060 $809K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +0.7% 10,040 $807K
Meitav Investment House Ltd. 0.01% New 10,000 $804K
Perigon Wealth Management, LLC 0.01% Reduce -37.0% 9,987 $803K
Woodline Partners LP 0.00% Add +114.4% 9,925 $798K
Transcend Capital Advisors, LLC 0.06% Reduce -54.7% 9,883 $794K
Plato Investment Management Ltd 0.05% Reduce -50.0% 9,741 $784K
Vident Advisory, LLC 0.01% Add +43.0% 9,709 $781K
Sherry Group, Inc. 0.85% Reduce -6.3% 9,699 $780K
J. Safra Sarasin Holding AG 0.01% Reduce -11.6% 9,621 $773K
Saudi Central Bank 0.02% New 9,360 $752K
Qtron Investments LLC 0.10% No change 9,358 $752K
Truist Financial Corp. 0.00% Add +14.1% 9,283 $746K
Twin Capital Management Inc. 0.10% New 9,267 $745K
Natixis 0.00% Add +42.9% 9,230 $742K
Guggenheim Capital LLC 0.01% Reduce -4.4% 9,140 $735K
E. Ohman J:or Asset Management AB 0.02% No change 9,050 $728K
Banque Cantonale Vaudoise 0.03% Reduce -56.0% 9,047 $727K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -41.9% 9,025 $726K
State of Wyoming 0.09% Reduce -7.1% 8,955 $720K
Certuity, LLC 0.05% Add +9.4% 8,981 $719K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -52.8% 8,893 $715K
EverSource Wealth Advisors, LLC 0.02% Reduce -28.4% 8,831 $710K
Park Avenue Securities LLC 0.01% Add +20.0% 8,726 $701K
Brookstone Capital Management 0.01% Add +8.6% 8,713 $700K
Abn Amro Investment Solutions 0.01% New 8,634 $694K
Siemens Fonds Invest GmbH 0.04% Add +2.5% 8,597 $691K
Profund Advisors LLC 0.03% Reduce -12.1% 8,523 $685K
Oppenheimer & Co. Inc. 0.01% Add +233.3% 8,273 $665K
Fieldview Capital Management, LLC 0.19% Reduce -58.9% 8,261 $664K
Mengis Capital Management, Inc. 0.11% New 8,190 $658K
Compound Planning, Inc. 0.02% Add +3.1% 8,188 $658K
Synergy Financial Group, LTD 0.49% Add +15.2% 8,182 $658K
ASR Vermogensbeheer N.V. 0.01% Add +9.7% 8,171 $657K
Ritholtz Wealth Management 0.01% Add +142.3% 8,019 $645K
Legato Capital Management LLC 0.06% New 8,011 $644K
Buckland Partners Management Co LLC 0.39% No change 8,000 $643K
Sora Investors LLC 0.06% New 8,000 $643K
Talon Private Wealth, LLC 0.09% — 7,979 $641K
MOKAN Wealth Management Inc. 0.28% Add +146.2% 7,929 $638K
Lecap Asset Management Ltd. 0.24% Reduce -6.4% 7,928 $637K
Ostrum Asset Management 0.03% Reduce -57.1% 7,565 $608K
Westpac Banking Corp. 0.04% Reduce -68.9% 7,550 $607K
Vectors Research Management, LLC 0.18% Add +0.5% 7,545 $607K
Versant Capital Management, Inc 0.06% Reduce -26.0% 7,401 $595K
3Chopt Investment Partners, LLC 0.14% Add +1.6% 7,370 $592K
Twin Tree Management, LP 0.12% New 7,355 $591K
Rafferty Asset Management, LLC 0.00% Reduce -13.7% 7,341 $590K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +19.1% 7,330 $589K
Savant Capital, LLC 0.00% Add +82.0% 7,250 $583K
Everhart Financial Group, Inc. 0.05% Add +1.1% 7,149 $575K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -92.6% 7,122 $573K
Mission Wealth Management, LP 0.01% Reduce -9.6% 6,999 $563K
Lombard Odier Asset Management (Switzerland) SA 0.02% New 6,994 $562K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 6,914 $556K
Choreo, LLC 0.01% Reduce -35.7% 6,908 $555K
Alta Wealth Advisors LLC 0.18% Reduce -4.6% 6,876 $553K
Rothschild Investment LLC 0.03% Reduce -29.0% 6,873 $553K
Arax Advisory Partners 0.02% Add +181.2% 6,181 $552K
Essex Financial Services, Inc. 0.03% Reduce -16.5% 6,860 $551K
Evergreen Capital Management LLC 0.01% Reduce -2.8% 6,859 $551K
Perbak Capital Partners LLP 0.14% Add +120.3% 6,852 $551K
Verition Fund Management LLC 0.01% Reduce -87.9% 6,850 $551K
Optimize Financial Inc. 0.27% New 6,737 $542K
Waddell & Associates, LLC 0.03% Reduce -28.9% 6,556 $527K
HUB Investment Partners, LLC 0.01% Add +23.0% 6,483 $521K
Waverly Advisors, LLC 0.00% Reduce -38.9% 6,457 $519K
Bank Pictet & Cie (Europe) AG 0.01% Add +18.4% 6,437 $517K
Bridgefront Capital, LLC 0.13% New 6,430 $517K
STRS Ohio 0.00% Reduce -0.1% 6,373 $512K
PNC Financial Services Group, Inc. 0.00% Add +20.6% 6,349 $510K
B. Metzler seel. Sohn & Co. AG 0.00% No change 6,348 $510K
Graham Capital Management, L.P. 0.02% Reduce -86.4% 6,346 $510K
Farther Finance Advisors, LLC 0.00% Reduce -28.7% 6,299 $508K
HB Wealth Management, LLC 0.00% Reduce -19.4% 6,302 $507K
M&T Bank Corp 0.00% Reduce -11.3% 6,241 $502K
Erste Asset Management GmbH 0.00% No change 6,295 $495K
Earned Wealth Advisors, LLC 0.03% Reduce -33.0% 6,139 $494K
ABS Direct Equity Fund LLC 0.37% New 4,600 $490K
Sunbelt Securities, Inc. 0.03% Reduce -6.1% 6,077 $489K
Ancora Advisors LLC 0.01% Add +4.7% 6,044 $486K
Watershed Asset Management, L.L.C. 0.50% Add +15.9% 6,019 $484K
Par Capital Management Inc. 0.01% Reduce -49.6% 6,000 $482K
Whalen Wealth Management Inc. 0.26% Add +5.2% 5,982 $481K
Baader Bank Aktiengesellschaft 0.05% Reduce -13.3% 5,961 $478K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +20.5% 4,423 $474K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -80.0% 5,803 $467K
Leonteq Securities AG 0.03% Reduce -14.5% 5,753 $462K
Leigh Baldwin & Co., LLC 0.30% Add +16.5% 5,732 $461K
US Bancorp \de 0.00% Add +7.1% 5,731 $461K
Private Advisor Group, LLC 0.00% Add +13.5% 5,703 $458K
Legacy Financial Advisors, Inc. 0.06% Reduce -32.3% 5,674 $456K
IHT Wealth Management, LLC 0.01% Add +136.2% 5,668 $456K
DC Investments Management, LLC 0.17% No change 5,653 $454K
Kestra Advisory Services, LLC 0.00% Reduce -5.5% 5,599 $450K
Hunting Hill Global Capital, LLC 0.53% Reduce -52.3% 5,559 $447K
Nilsine Partners, LLC 0.03% New 4,919 $447K
Motley Fool Asset Management LLC 0.02% Reduce -80.2% 5,518 $444K
Cibc World Market Inc. 0.00% Add +0.1% 5,501 $442K
Machina Capital S.A.S. 0.09% New 5,377 $432K
Parcion Private Wealth LLC 0.03% Reduce -54.3% 5,364 $431K
Capula Management Ltd 0.00% Reduce -80.3% 5,266 $423K
Parallax Volatility Advisers, L.P. 0.02% New 5,259 $423K
Resonant Capital Advisors, LLC 0.02% Add +10.3% 5,257 $423K
Caerus Investment Advisors, LLC 0.18% Reduce -68.3% 5,194 $418K
Diversify Wealth Management, LLC 0.01% New 4,351 $417K
Knightsbridge Asset Management, LLC 0.06% Reduce -1.3% 5,152 $414K
Pinnacle Financial Partners, Inc. 0.00% New 5,140 $413K
Oakmont Advisory Group, LLC 0.41% Add +22.4% 5,063 $407K
Vise Technologies, Inc. 0.01% No change 4,707 $406K
Virtus Advisers, LLC 0.19% Add +105.1% 4,895 $394K
Courier Capital LLC 0.02% Add +0.2% 4,888 $393K
Yousif Capital Management, LLC 0.00% Add +4.1% 4,770 $383K
Gateway Investment Advisers LLC 0.00% Reduce -68.4% 4,758 $382K
Kestra Private Wealth Services, LLC 0.00% Reduce -58.8% 4,734 $381K
Essential Partners LLC 0.13% Reduce -74.9% 4,668 $375K
United Capital Financial Advisors, LLC 0.00% Add +28.3% 4,612 $371K
Mirabella Financial Services LLP 0.04% Reduce -27.3% 4,611 $371K
GenTrust, LLC 0.02% Reduce -37.8% 4,599 $370K
Abundance Wealth Counselors 0.05% New 4,586 $369K
SYM FINANCIAL Corp 0.04% Reduce -27.7% 4,549 $366K
Tru Independence Asset Management 2, LLC 0.22% No change 4,523 $364K
BAM Wealth Management, LLC 0.27% Add +10.3% 4,491 $361K
Silver Oak Securities, Incorporated 0.03% Reduce -0.2% 4,488 $361K
EP Wealth Advisors, LLC 0.00% Reduce -72.5% 4,425 $356K
Principal Securities, Inc. 0.01% Add +43.9% 4,394 $353K
&partners 0.00% Add +32.0% 4,386 $353K
MetLife Investment Management, LLC 0.00% Add +0.1% 4,367 $351K
Poinciana Advisors Group, LLC 0.27% No change 4,306 $346K
Curi Capital, LLC 0.01% Reduce -73.6% 4,285 $344K
Ahara Advisors LLC 0.29% Add +0.1% 4,279 $344K
Optas, LLC 0.05% Reduce -61.2% 4,277 $344K
Rothschild Wealth LLC 0.03% Reduce -40.3% 4,251 $342K
Sunstone Asset Management, LP 0.44% New 4,200 $338K
UniSuper Management Pty Ltd 0.00% No change 4,200 $338K
AlphaCore Capital LLC 0.01% Reduce -35.9% 4,199 $338K
waypoint wealth counsel 0.17% Reduce -52.4% 4,198 $337K
Venturi Wealth Management, LLC 0.01% Reduce -24.0% 4,150 $334K
Capstone Investment Advisors, LLC 0.00% Reduce -80.8% 4,134 $332K
Allegiance Financial Group Advisory Services LLC 0.07% Reduce -35.2% 4,125 $331K
DGS Capital Management, LLC 0.05% Add +8.9% 4,120 $331K
Signaturefd, LLC 0.01% Reduce -2.5% 4,116 $331K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -59.5% 4,165 $330K
Harbour Capital Advisors, LLC 0.06% New 3,580 $329K
Aptus Capital Advisors, LLC 0.00% Reduce -13.1% 4,087 $329K
TCW Group Inc. 0.00% Add +5.1% 3,963 $319K
Summit Global Investments 0.02% Reduce -78.4% 3,878 $312K
Pinnacle Associates Ltd. 0.00% Reduce -41.9% 3,844 $309K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -42.1% 3,811 $306K
Marathon Capital Management 0.07% New 3,803 $306K
Avondale Wealth Management 0.15% New 3,800 $305K
Northwest Wealth Management, LLC 0.04% Reduce -25.5% 3,710 $298K
Crestwood Advisors Group, LLC 0.01% Add +28.5% 3,700 $297K
Scotia Capital Inc. 0.00% New 3,687 $296K
Savvy Advisors, Inc. 0.01% Reduce -40.0% 3,660 $294K
Childress Capital Advisors, LLC 0.05% Add +15.5% 3,604 $290K
Concentrum Wealth Management 0.09% Reduce -22.8% 3,593 $289K
Wedmont Private Capital 0.01% Reduce -0.7% 3,459 $288K
National Philanthropic Trust 0.00% No change 3,550 $285K
Americana Partners, LLC 0.01% Add +4.5% 3,534 $284K
Atria Investments, Inc 0.00% Add +20.0% 3,507 $282K
Kathmere Capital Management, LLC 0.02% New 3,365 $271K
Metis Global Partners, LLC 0.01% Reduce -4.9% 3,352 $269K
Graetz Wealth LLC 0.24% Add +14.7% 3,338 $268K
Linden Thomas Advisory Services, LLC 0.03% New 3,331 $268K
Menard Financial Group LLC 0.19% No change 3,324 $267K
Altar Rock LLC 0.31% Add +25.8% 3,300 $265K
Prudential PLC 0.00% Add +7.9% 3,281 $264K
Mgo One Seven LLC 0.01% Reduce -6.2% 3,273 $263K
Brooklyn Investment Group 0.01% New 3,242 $261K
Oslo Pensjonsforsikring AS 0.04% — 3,233 $260K
LVW Advisors, LLC 0.03% New 3,200 $257K
Oak Thistle LLC 0.02% Reduce -85.5% 3,193 $257K
Aprio Wealth Management, LLC 0.01% New 3,133 $252K
Albert D Mason Inc. 0.16% Reduce -0.5% 3,131 $252K
International Assets Investment Management, LLC 0.02% No change 3,077 $248K
Alphadyne Asset Management LP 0.03% New 3,082 $248K
DRW Securities, LLC 0.01% New 3,008 $242K
McGlone Suttner Wealth Management, Inc. 0.03% No change 2,939 $236K
Parallel Advisors, LLC 0.00% Reduce -14.5% 2,929 $235K
Modern Wealth Management, LLC 0.00% New 2,917 $235K
Investment Research Partners LLC 0.09% Reduce -15.2% 2,876 $231K
PFG Investments, LLC 0.01% New 2,864 $230K
Fred Alger Management, LLC 0.00% Reduce -18.8% 2,859 $230K
New Age Alpha Advisors, LLC 0.01% Add +64.9% 2,826 $227K
Callan Family Office, LLC 0.01% Reduce -12.3% 2,815 $226K
Nisa Investment Advisors, LLC 0.00% Reduce -26.8% 2,691 $216K
Riversedge Advisors, LLC 0.03% Reduce -34.2% 2,685 $216K
Larson Financial Group LLC 0.01% Add +36.9% 2,675 $215K
Cambria Investment Management, L.P. 0.01% Reduce -26.4% 2,649 $213K
Atlas Capital Advisors Inc. 0.02% Reduce -45.1% 2,635 $212K
Urban Wealth Management, LLC 0.22% Reduce -3.7% 2,616 $210K
Ascent Group, LLC 0.01% New 2,608 $210K
Facet Wealth, Inc. 0.00% New 2,591 $208K
Midwest Financial Group LLC 0.09% Reduce -3.7% 2,590 $208K
Daymark Wealth Partners, LLC 0.01% New 2,566 $206K
Cigna Investments Inc. 0.03% No change 2,557 $206K
Beese Fulmer Investment Management, Inc. 0.01% Reduce -46.5% 2,542 $204K
Empirical Asset Management, LLC 0.05% Reduce -73.2% 2,536 $204K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -30.0% 2,531 $203K
Fi3 FINANCIAL ADVISORS, LLC 0.06% Reduce -33.0% 2,517 $202K
Inspirion Wealth Advisors, LLC 0.03% No change 2,500 $201K
QTR Family Wealth, LLC 0.08% Reduce -61.9% 2,435 $201K
Employees Retirement System of Texas 0.00% No change 2,355 $189K
True Wealth Design, LLC 0.05% Reduce -29.0% 2,347 $189K
Corient IA LP 0.17% Reduce -10.8% 2,230 $179K
Covestor Ltd 0.12% Reduce -26.4% 2,180 $176K
MAI Capital Management 0.00% Add +203.8% 2,081 $167K
Steward Partners Investment Advisory, LLC 0.00% Add +46.8% 2,080 $167K
Itau Unibanco Holding S.A. 0.00% No change 2,078 $167K
Aster Capital Management (DIFC) Ltd 0.05% New 2,227 $164K
Smartleaf Asset Management LLC 0.01% Add +16.9% 2,039 $160K
Assetmark, Inc. 0.00% Add +38.4% 1,758 $141K
IFP Advisors, Inc 0.00% Reduce -47.9% 1,680 $135K
GAMMA Investing LLC 0.01% Add +14.4% 1,654 $133K
Quarry LP 0.03% Add +29.1% 1,557 $125K
Keating Financial Advisory Services, Inc. 0.02% Add +1.2% 1,536 $123K
Penserra Capital Management LLC 0.00% Add +3.3% 1,516 $121K
Harbour Investments, Inc. 0.00% Add +35.4% 1,453 $117K
Whipplewood Advisors, LLC 0.05% Add +1.0% 1,313 $106K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +170.9% 1,268 $102K
Los Angeles Capital Management LLC 0.00% No change 1,195 $96K
Root Financial Partners, LLC 0.00% Add +97.2% 1,069 $86K
SJS Investment Consulting Inc. 0.01% Reduce -4.5% 1,027 $83K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +89.4% 1,023 $82K
HighMark Wealth Management LLC 0.03% No change 972 $78K
Global Wealth Strategies & Associates 0.02% No change 950 $76K
Private Trust Co. NA 0.01% Add +394.2% 934 $75K
Edmond DE Rothschild Holding S.A. 0.00% No change 910 $73K
Blue Trust, Inc. 0.00% Reduce -0.6% 860 $69K
Cullen/Frost Bankers, Inc. 0.00% Add +34.2% 801 $64K
Rakuten Securities, Inc. 0.03% Add +9612.5% 777 $62K
Front Row Advisors LLC 0.02% No change 751 $60K
HM Payson & Co. 0.00% No change 694 $56K
S-Bank Fund Management Ltd 0.01% Reduce -3.6% 687 $55K
CoreCap Advisors, LLC 0.00% Reduce -23.4% 655 $53K
Triumph Capital Management 0.01% Reduce -14.2% 610 $49K
Stance Capital LLC 0.02% New 600 $48K
Bullock Wealth Management Group 0.02% Reduce -18.3% 533 $43K
V-Square Quantitative Management LLC 0.00% Add +100.4% 505 $41K
Caz Investments LP 0.05% No change 500 $40K
Financial Perspectives, Inc 0.01% No change 476 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +4.5% 460 $37K
REAP Financial Group, LLC 0.01% Reduce -29.8% 460 $37K
CVA Family Office, LLC 0.00% Add +155.8% 445 $36K
Deseret Mutual Benefit Administrators 0.01% Add +86.5% 444 $36K
Sound Income Strategies, LLC 0.00% Add +0.5% 413 $33K
Compagnie Lombard Odier SCmA 0.00% No change 400 $32K
WealthCollab, LLC 0.01% No change 394 $32K
Rexford Capital Inc. 0.02% Add +45.7% 389 $31K
MassMutual Private Wealth & Trust, FSB 0.00% No change 361 $29K
Activest Wealth Management 0.01% Reduce -25.9% 360 $29K
Strive Financial Group ,LLC 0.01% Add +12.5% 351 $28K
TD Waterhouse Canada Inc. 0.00% Add +32.6% 325 $26K
SouthState Bank Corp 0.00% No change 315 $25K
Transamerica Financial Advisors, LLC 0.00% Add +80.7% 309 $25K
Advocate Investing Services LLC 0.02% Add +1.7% 305 $25K
PFS Partners, LLC 0.01% No change 300 $24K
Twin Lakes Capital Management, LLC 0.01% No change 298 $24K
Harbor Capital Advisors, Inc. 0.00% New 284 $23K
Bellevue Asset Management, LLC 0.01% No change 260 $21K
Quent Capital, LLC 0.00% Reduce -56.5% 258 $21K
EFG International AG 0.00% Reduce -8.9% 255 $21K
Innovative Asset Advisors Group, LLC 0.01% — 254 $20K
Raleigh Capital Management Inc. 0.01% Reduce -1.2% 253 $20K
Geneos Wealth Management Inc. 0.00% Reduce -9.1% 251 $20K
Ascentis Independent Advisors 0.00% New 249 $20K
Global X Japan Co., Ltd. 0.00% New 239 $19K
Bessemer Group Inc. 0.00% Add +328.3% 227 $19K
Truvestments Capital LLC 0.00% Reduce -9.7% 234 $19K
Brown, Lisle/Cummings, Inc. 0.00% No change 225 $18K
WPG Advisers, LLC 0.01% Add +190.9% 224 $18K
Zions Bancorporation, National Association 0.00% Add +15.5% 223 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.1% 222 $18K
Entrust Financial LLC 0.01% New 205 $16K
Ascentis Wealth Management, LLC 0.00% No change 202 $16K
SWAN Capital LLC 0.01% No change 200 $16K
Quadrant Capital Group LLC 0.00% Reduce -10.0% 198 $16K
Huntington National Bank 0.00% Add +3.7% 195 $16K
Destiny Wealth Partners, LLC 0.00% New 190 $15K
Hilton Head Capital Partners, LLC 0.01% No change 180 $14K
Raiffeisen Bank International AG 0.00% New 182 $14K
Private Wealth Management Group, LLC 0.00% No change 169 $14K
Intentional Wealth Strategies, LLC 0.01% — 160 $13K
Wilkerson Advisory Group LLC 0.00% New 154 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -6.8% 150 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -40.0% 150 $12K
Parkside Financial Bank & Trust 0.00% Add +1.4% 144 $12K
SHP Wealth Management 0.00% No change 139 $11K
Accordant Advisory Group Inc 0.01% New 139 $11K
CX Institutional 0.00% New 137 $11K
United Financial Planning Group LLC 0.01% New 135 $11K
Fortitude Family Office, LLC 0.00% Add +101.5% 135 $11K
Grove Bank & Trust 0.00% New 126 $10K
Westfuller Advisors, LLC 0.00% No change 125 $10K
Owl Creek Wealth Partners LLC 0.00% — 125 $10K
Proffitt & Goodson Inc. 0.00% No change 120 $10K
Rosenberg Matthew Hamilton 0.00% Reduce -44.1% 118 $9K
AdvisorNet Financial, Inc 0.00% Add +593.8% 111 $9K
Trust Co 0.00% New 103 $8K
Salomon & Ludwin, LLC 0.00% No change 100 $8K
Main Street Group, LTD 0.00% New 100 $8K
Strategic Investment Solutions, Inc. 0.00% No change 100 $8K
Ogorek Anthony Joseph /NY/ 0.00% Add +5.1% 103 $8K
Bartlett & Co. Wealth Management LLC 0.00% No change 75 $8K
Kemnay Advisory Services Inc. 0.00% Reduce -93.9% 95 $8K
Caldwell Trust Co 0.00% No change 93 $7K
Hilltop National Bank 0.00% No change 90 $7K
Basecamp Wealth Advisors LLC 0.00% Add +718.2% 90 $7K
Highline Wealth Partners LLC 0.00% Add +4000.0% 82 $7K
Eukles Asset Management 0.00% No change 80 $6K
Marquette Asset Management, LLC 0.00% Add +16.7% 77 $6K
Bell Investment Advisors, Inc 0.00% Add +78.6% 75 $6K
Cheviot Value Management, LLC 0.00% No change 75 $6K
Avion Wealth 0.00% Add +10.1% 76 $6K
Prestige Wealth Management Group LLC 0.00% No change 74 $6K
Banque Transatlantique SA 0.00% No change 73 $6K
Torren Management, LLC 0.00% Reduce -42.9% 72 $6K
Vanguard National Trust Co 0.00% — 70 $6K
DecisionPoint Financial, LLC 0.00% No change 68 $5K
Abound Wealth Management 0.00% No change 65 $5K
N.E.W. Advisory Services LLC 0.00% No change 63 $5K
Godfrey Financial Associates, Inc. 0.00% No change 62 $5K
Bruce G. Allen Investments, LLC 0.00% Reduce -3.2% 61 $5K
Elevation Wealth Partners, LLC 0.00% Reduce -49.2% 61 $5K
Clearstead Trust, LLC 0.00% New 60 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -97.1% 59 $5K
Cornerstone Financial Management LLC 0.00% Add +81.3% 58 $5K
Hurley Capital, LLC 0.00% No change 58 $5K
Cornerstone Planning Group LLC 0.00% Add +900.0% 40 $4K
Cromwell Holdings LLC 0.00% Add +15.9% 51 $4K
Ameritas Investment Partners, Inc. 0.00% Add +2.0% 51 $4K
Bayban 0.00% No change 50 $4K
Strengthening Families & Communities, LLC 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
UMB Bank, n.a. 0.00% Reduce -92.5% 49 $4K
Spire Wealth Management 0.00% Reduce -20.0% 48 $4K
Evolution Wealth Management Inc. 0.00% New 46 $4K
Rossby Financial, LCC 0.00% New 45 $4K
Kelleher Financial Advisors 0.00% Add +125.0% 45 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -57.8% 43 $3K
Physician Wealth Advisors, Inc. 0.00% Reduce -77.0% 41 $3K
Golden State Wealth Management, LLC 0.00% No change 41 $3K
TFC Financial Management, Inc. 0.00% No change 41 $3K
Clayton Financial Group LLC 0.00% No change 40 $3K
Graney & King, LLC 0.00% No change 40 $3K
Key Financial Inc 0.00% No change 40 $3K
Allianz SE 0.00% New 40 $3K
Noble Wealth Management PBC 0.00% No change 38 $3K
Hantz Financial Services, Inc. 0.00% Reduce -75.0% 36 $3K
First Horizon Corp. 0.00% No change 37 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 36 $3K
Hughes Financial Services, LLC 0.00% Add +24.1% 36 $3K
American Capital Advisory, LLC 0.00% Add +21.4% 34 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +32.0% 33 $3K
Wiser Advisor Group LLC 0.00% Reduce -99.6% 32 $3K
Copia Wealth Management 0.00% No change 32 $3K
Vision Financial Markets LLC 0.00% No change 30 $2K
MV Capital Management, Inc. 0.00% Reduce -3.2% 30 $2K
Investors Portfolio Services LLC 0.00% Add +8.7% 25 $2K
Cassaday & Co Wealth Management LLC 0.00% New 29 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 29 $2K
Hara Capital LLC 0.00% Reduce -72.3% 28 $2K
Sachetta, LLC 0.00% Reduce -25.0% 27 $2K
Addison Advisors LLC 0.00% No change 27 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 27 $2K
Manchester Capital Management LLC 0.00% Reduce -45.8% 26 $2K
Financial Avengers, Inc. 0.00% Add +400.0% 25 $2K
Anchor Investment Management, LLC 0.00% No change 25 $2K
Capital Advisors, Ltd. LLC 0.00% Add +214.3% 22 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 24 $2K
Lloyd Advisory Services, LLC. 0.00% New 24 $2K
Kingdom Financial Group LLC. 0.00% New 24 $2K
Aspect Partners, LLC 0.00% No change 23 $2K
Vision Retirement, LLC 0.00% No change 21 $2K
Glen Eagle Advisors, LLC 0.00% No change 21 $2K
Atlantic Union Bankshares Corp 0.00% Add +31.3% 21 $2K
Rachor Investment Advisory Services, LLC 0.00% No change 20 $2K
Kilter Group LLC 0.00% Reduce -20.0% 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% Add +33.3% 20 $2K
Raffa Wealth Management, LLC 0.00% Add +11.1% 20 $2K
Park Place Capital Corp 0.00% Reduce -16.7% 20 $2K
First Command Advisory Services, Inc. 0.00% New 19 $2K
Vermillion Wealth Management, Inc. 0.00% New 18 $1K
Brown Brothers Harriman & Co. 0.00% No change 17 $1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 17 $1K
West Branch Capital LLC 0.00% Add +220.0% 16 $1K
CNB Bank 0.00% No change 16 $1K
North Star Investment Management Corp. 0.00% Reduce -61.5% 15 $1K
Principia Wealth Advisory, LLC 0.00% No change 14 $1K
SOA Wealth Advisors, LLC. 0.00% No change 14 $1K
TD Private Client Wealth LLC 0.00% Reduce -48.1% 14 $1K
Bogart Wealth, LLC 0.00% Reduce -62.2% 14 $1K
Osbon Capital Management LLC 0.00% No change 13 $1K
PayPay Securities Corp 0.04% Reduce -7.7% 12 $1K
1015 Capital Partners, LLC 0.00% No change 12 $965
DT Investment Partners, LLC 0.00% No change 12 $965
Salem Investment Counselors Inc. 0.00% New 12 $965
Curio Wealth, LLC 0.00% Add +37.5% 11 $884
Wealth Science Advisors LLC 0.00% New 10 $863
Chelsea Counsel Co. 0.00% No change 10 $804
Legacy Wealth Managment, LLC 0.00% No change 10 $804
HFM Investment Advisors, LLC 0.00% Reduce -16.7% 10 $804
Hartford Financial Management Inc. 0.00% No change 10 $804
Silicon Valley Capital Partners 0.00% New 10 $804
Farmers & Merchants Investments Inc. 0.00% New 10 $804
Quaker Wealth Management, LLC 0.00% Add +60.0% 8 $644
C M Bidwell & Associates Ltd. 0.00% No change 8 $643
Gill Capital Partners, LLC 0.00% New 8 $643
Napier Financial, LLC 0.00% New 8 $643
Archer Investment Corp 0.00% No change 8 $603
Cedar Mountain Advisors, LLC 0.00% No change 7 $563
Bare Financial Services, Inc 0.00% Add +16.7% 7 $563
JPL Wealth Management, LLC 0.00% New 7 $563
McIlrath & Eck, LLC 0.00% No change 7 $563
Crewe Advisors LLC 0.00% No change 6 $483
Murphy & Mullick Capital Management Corp 0.00% No change 6 $482
Plante Moran Financial Advisors, LLC 0.00% No change 6 $482
Seneschal Advisors, LLC 0.00% No change 5 $402
Wolff Wiese Magana LLC 0.00% No change 5 $402
Frazier Financial Advisors, LLC 0.00% New 5 $402
Anfield Capital Management, LLC 0.00% No change 5 $402
City State Bank 0.00% No change 5 $402
Glass Jacobson Investment Advisors llc 0.00% No change 5 $402
Asset Dedication, LLC 0.00% No change 4 $322
Retirement Wealth Solutions LLC 0.00% New 3 $242
Financial Consulate, Inc. 0.00% New 3 $242
Davis Capital Management 0.00% New 3 $241
Mather Group, Llc. 0.00% New 3 $241
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -80.0% 1 $125
Clark Wealth Partners 0.00% No change 1 $81
Measured Wealth Private Client Group, LLC 0.00% No change 1 $80

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