Zoom CommunicationsZM

13F holders, Q2 2026 (June 30)
873holders +53
136new positions
82sold out
8famous investors
$86.28avg. 13F price*

At the end of Q2 2026, 873 institutions reported holding Zoom Communications Inc. (ZM) in their 13F filings, up 53 from Q1 2026. 136 opened new positions and 82 sold out. The largest holders were BlackRock, Inc. ($1.6B), Vanguard Portfolio Management LLC ($1.1B) and Vanguard Capital Management LLC ($996.2M). 8 famous investors held it, including Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Steve Cohen (0.2% of Point72 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 2026 → Q2 2026

InstitutionsTotal Value
New Positions136$283.6M
Exits82$317.5M

All 13F filers, Q1 2026 → Q2 2026: 21,536,734 shares bought and 23,399,809 shares sold, net −1,863,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 873 holders

BlackRock, Inc. 0.02% Add +1.4% 18,017,253 $1.6B
Vanguard Portfolio Management LLC 0.05% Reduce -2.2% 13,108,114 $1.1B
Vanguard Capital Management LLC 0.02% Add +0.5% 11,542,227 $996.2M
JPMorgan Chase & Co. 0.04% Reduce -5.7% 8,561,233 $737.5M
Norges Bank 0.07% — 7,970,328 $687.9M
State Street Corp. 0.02% Reduce -3.4% 7,562,489 $652.7M
FMR LLC 0.03% Reduce -6.0% 7,198,258 $621.3M
AQR Capital Management 0.20% Reduce -21.9% 6,530,217 $563.4M
Geode Capital Management, LLC 0.03% Add +16.8% 6,151,343 $534.2M
Acadian Asset Management LLC 0.41% Add +1.7% 4,003,535 $345.5M
T. Rowe Price Investment Management, Inc. 0.21% Reduce -10.3% 3,752,904 $323.9M
FIL Ltd 0.22% Add +24.4% 3,510,016 $302.9M
Arrowstreet Capital, Limited Partnership 0.11% Add +10.1% 2,863,444 $247.1M
Rubric Capital Management LP 2.19% Add +176.3% 2,766,009 $238.7M
D. E. Shaw & Co. 0.16% Add +287.8% 2,736,806 $236.2M
Qube Research & Technologies Ltd 0.24% Add +321.1% 2,520,290 $217.5M
Dimensional Fund Advisors LP 0.04% Add +5.7% 2,485,675 $214.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -9.3% 2,407,891 $207.8M
Renaissance Technologies 0.28% Reduce -3.2% 2,380,704 $205.5M
Bank of America Corp. 0.01% Add +30.4% 2,304,515 $198.9M
Goldman Sachs Group Inc. 0.02% Add +37.1% 2,195,336 $189.5M
Legal & General Group Plc 0.04% Add +8.1% 2,187,231 $188.8M
Allianz Asset Management GmbH 0.17% Add +7.5% 2,139,205 $184.6M
Pacer Advisors, Inc. 0.46% Reduce -20.4% 2,066,908 $178.4M
Alyeska Investment Group, L.P. 0.45% Reduce -35.7% 2,017,972 $174.2M
Caisse de depot et placement du Quebec 0.21% Reduce -11.8% 1,717,935 $148.3M
Northern Trust Corp. 0.02% Reduce -4.4% 1,702,078 $146.9M
UBS Group AG 0.02% Add +18.1% 1,681,788 $145.2M
Vanguard Fiduciary Trust Co. 0.03% Add +2.0% 1,671,941 $144.3M
Morgan Stanley 0.01% Add +1.8% 1,603,699 $138.4M
Charles Schwab Investment Management Inc. 0.02% Add +11.6% 1,593,018 $137.5M
Victory Capital Management Inc. 0.07% Reduce -35.3% 1,521,085 $131.3M
Bank of New York Mellon Corp 0.02% Add +3.4% 1,459,709 $126.0M
Deutsche Bank AG 0.03% Add +23.0% 1,336,729 $115.4M
First Trust Advisors LP 0.07% Reduce -3.4% 1,316,191 $113.6M
Primecap Management Co. 0.06% Reduce -0.1% 1,246,150 $107.6M
Point72 Asset Management 0.16% Add +95.6% 1,187,308 $102.5M
Comprehensive Financial Management LLC 3.32% No change 1,171,195 $101.1M
Amundi 0.02% Add +74.4% 1,144,998 $98.8M
LSV Asset Management 0.18% Reduce -3.9% 1,132,643 $97.8M
Quantinno Capital Management LP 0.11% Add +6.0% 1,100,052 $94.9M
BNP Paribas Financial Markets 0.05% Add +56.0% 1,072,103 $92.5M
Panagora Asset Management Inc. 0.26% Reduce -12.7% 997,282 $86.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +104.3% 995,078 $85.9M
Marshall Wace, LLP 0.07% Add +125.7% 965,819 $83.4M
Invesco Ltd. 0.01% Reduce -10.9% 924,634 $79.8M
Altshuler Shaham Ltd 0.93% Reduce -5.4% 861,615 $74.4M
Nordea Investment Management AB 0.06% Add +0.1% 861,013 $73.7M
KBC Group NV 0.16% Reduce -30.2% 832,407 $71.8M
Robeco Institutional Asset Management B.V. 0.08% Reduce -70.5% 800,733 $69.1M
Susquehanna International Group, LLP 0.06% Reduce -2.8% 738,407 $63.7M
National Pension Service 0.04% Reduce -1.2% 703,933 $60.8M
Raymond James Financial Inc. 0.02% Reduce -4.9% 689,518 $59.5M
California Public Employees Retirement System 0.03% Reduce -14.4% 679,872 $58.7M
Swiss National Bank 0.03% Reduce -9.3% 675,000 $58.3M
Seizert Capital Partners, LLC 2.38% Add +15.3% 668,781 $57.7M
Citadel Advisors 0.03% Reduce -84.5% 657,209 $56.7M
ExodusPoint Capital Management, LP 0.50% Add +302.8% 620,411 $53.5M
Assenagon Asset Management S.A. 0.07% Add +36.0% 608,591 $52.5M
Sei Investments Co. 0.04% Add +1.8% 588,654 $50.8M
Balyasny Asset Management L.P. 0.09% Add +2037.8% 574,177 $49.6M
Russell Investments Group, Ltd. 0.04% Add +20.1% 544,534 $47.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -4.6% 526,076 $45.4M
LMR Partners LLP 0.40% Reduce -14.9% 510,800 $44.1M
BlueCrest Capital Management Ltd 2.11% New 508,925 $43.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% Add +11.3% 504,923 $43.6M
DekaBank Deutsche Girozentrale 0.07% No change 537,626 $42.6M
Retirement Systems of Alabama 0.13% Reduce -35.0% 493,302 $42.6M
Nuveen, LLC 0.01% Add +3.8% 439,829 $38.0M
TD Asset Management Inc 0.03% Add +20.4% 428,596 $37.0M
Empowered Funds, LLC 0.19% Add +38.6% 423,954 $36.6M
KLP Kapitalforvaltning As 0.12% Add +0.1% 413,600 $35.7M
T. Rowe Price Associates Inc. 0.00% Add +15.2% 400,350 $34.6M
Rhumbline Advisers 0.03% Reduce -10.5% 399,843 $34.5M
California State Teachers Retirement System 0.03% Add +1.0% 370,755 $32.0M
Ameriprise Financial Inc. 0.01% Add +68.4% 358,987 $31.0M
Massachusetts Financial Services Co. 0.01% Reduce -7.3% 346,956 $29.9M
Jacobs Levy Equity Management, Inc. 0.11% Reduce -35.4% 346,152 $29.9M
Gotham Asset Management 0.07% Add +47.1% 342,248 $29.5M
GMO 0.07% Reduce -9.9% 335,304 $28.9M
Jane Street Group, LLC 0.02% Add +207.5% 330,378 $28.5M
Worldquant Millennium Advisors LLC 0.10% Reduce -66.4% 321,970 $27.8M
Aberdeen Group plc 0.04% Add +24.6% 320,855 $27.7M
PFA Pension, Forsikringsaktieselskab 0.07% Reduce -20.0% 315,525 $27.2M
Ieq Capital, LLC 0.13% Reduce -27.0% 314,566 $27.2M
Storebrand Asset Management As 0.07% Reduce -15.4% 308,769 $26.6M
Bank of Nova Scotia 0.04% Add +1205.9% 302,677 $26.1M
Citigroup Inc. 0.01% Add +9.1% 287,599 $24.8M
Franklin Resources Inc. 0.01% Reduce -20.6% 284,749 $24.6M
American Century Companies Inc. 0.01% Add +4.7% 283,960 $24.5M
Alliancebernstein L.P. 0.01% Add +11.6% 304,125 $24.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +5.8% 282,414 $24.4M
CSM Advisors, LLC 0.52% Add +21.6% 281,078 $24.3M
Evergreen Quality Fund GP, Ltd. 0.39% New 280,700 $24.2M
Man Group plc 0.04% Add +30.1% 276,337 $23.9M
Millennium Management 0.02% Reduce -58.1% 273,645 $23.6M
HSBC Holdings PLC 0.01% Reduce -31.5% 260,378 $22.5M
Achmea Investment Management B.V. 0.56% Reduce -12.4% 258,021 $22.3M
Royal Bank of Canada 0.00% Add +12.8% 257,913 $22.3M
Treasurer of the State of North Carolina 0.06% Reduce -7.6% 257,851 $22.3M
Blair William & Co. 0.06% Add +126.4% 256,974 $22.2M
SG Americas Securities, LLC 0.01% Add +88.7% 234,764 $20.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -0.8% 227,756 $19.7M
Mercer Global Advisors Inc. 0.02% Add +4.9% 211,846 $18.3M
Woodline Partners LP 0.06% Add +2003.2% 208,738 $18.0M
Glenmede Trust Co. NA 0.08% Reduce -6.6% 205,751 $17.8M
Aviva PLC 0.03% Reduce -5.4% 205,371 $17.7M
Zacks Investment Management 0.13% Add +1.6% 204,122 $17.6M
Mariner, LLC 0.02% Add +1.9% 202,527 $17.5M
Barclays PLC 0.01% Reduce -43.5% 201,479 $17.4M
Teacher Retirement System of Texas 0.05% Reduce -42.4% 201,188 $17.4M
Handelsbanken Fonder AB 0.05% Add +6.6% 200,418 $17.3M
Ardmore Road Asset Management LP 1.01% New 200,000 $17.3M
Canada Pension Plan Investment Board 0.01% Add +216.5% 199,110 $17.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.10% Reduce -55.7% 197,574 $17.1M
APG Asset Management N.V. 0.04% Add +23.7% 222,772 $16.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -14.3% 194,846 $16.8M
Cerity Partners LLC 0.02% Reduce -14.5% 189,093 $16.3M
CANADA LIFE ASSURANCE Co 0.03% Reduce -9.0% 188,963 $16.3M
State of Michigan Retirement System 0.07% Reduce -1.5% 187,066 $16.1M
Trivest Advisors Ltd 0.50% New 182,800 $15.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.47% Add +39.1% 179,741 $15.5M
Illinois Municipal Retirement Fund 0.17% Reduce -10.4% 175,030 $15.1M
New York State Common Retirement Fund 0.02% Reduce -0.4% 169,308 $14.6M
Sender Co & Partners, Inc. 6.12% New 168,357 $14.5M
Martingale Asset Management L P 0.34% Reduce -33.4% 168,304 $14.5M
Eurizon Capital SGR S.p.A. 0.04% Reduce -11.4% 167,120 $14.4M
Creative Planning 0.01% Add +38.9% 166,783 $14.4M
Distillate Capital Partners LLC 0.75% Add +2.5% 166,188 $14.3M
Korea Investment CORP 0.03% Reduce -27.4% 164,426 $14.2M
Contrarius Group Holdings Ltd 0.64% New 161,720 $14.0M
Clearstead Advisors, LLC 0.13% Reduce -5.9% 159,482 $13.8M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.25% Reduce -3.0% 159,472 $13.8M
Northern Right Capital Management, L.P. 4.02% New 157,049 $13.6M
Prudential Financial Inc. 0.01% Reduce -74.5% 152,258 $13.1M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +2.3% 149,395 $12.9M
LPL Financial LLC 0.00% Add +24.1% 148,237 $12.8M
Swedbank AB 0.01% Add +12.4% 147,716 $12.7M
Rockefeller Capital Management L.P. 0.02% Reduce -31.6% 146,253 $12.6M
Ardsley Advisory Partners LP 1.36% Add +74.7% 145,000 $12.5M
Danske Bank A/S 0.02% Add +5.1% 142,677 $12.3M
Royal London Asset Management Ltd. 0.02% Reduce -0.3% 141,458 $12.2M
Discovery Capital Management, LLC / CT 0.50% New 139,600 $12.0M
XTX Topco Ltd 0.16% Add +49.3% 139,451 $12.0M
Wells Fargo & Company 0.00% Add +4.1% 138,895 $12.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -5.0% 137,350 $11.9M
IMC-Chicago, LLC 0.11% Add +35.5% 136,968 $11.8M
National Bank of Canada 0.01% Add +60.0% 136,911 $11.8M
Beacon Pointe Advisors, LLC 0.05% Add +1.3% 135,306 $11.7M
HighTower Advisors, LLC 0.01% Add +115.7% 134,995 $11.7M
Banque Pictet & Cie SA 0.12% Reduce -1.6% 133,775 $11.5M
Vanguard Global Advisers, LLC 0.01% Reduce -4.8% 133,502 $11.5M
Benchstone Capital Management LP 1.38% Reduce -43.6% 128,552 $11.1M
Vinva Investment Management Ltd 0.07% Reduce -66.2% 124,946 $10.8M
State of Wisconsin Investment Board 0.02% Reduce -6.1% 124,150 $10.7M
Tidal Investments LLC 0.03% Add +251.2% 123,450 $10.7M
Vanguard Investments Australia, Ltd. 0.03% Reduce -3.0% 122,890 $10.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +8.8% 130,062 $10.5M
SEB Asset Management AB 0.04% Reduce -17.8% 121,054 $10.4M
Trexquant Investment LP 0.06% New 120,432 $10.4M
TB Alternative Assets Ltd. 1.67% New 120,224 $10.4M
Mackenzie Financial Corp. 0.01% Add +68.9% 120,164 $10.4M
KR Capital LP 0.99% New 116,158 $10.0M
Focus Partners Wealth 0.01% Add +0.9% 113,930 $9.8M
Two Sigma Investments, LP 0.01% Reduce -57.4% 110,991 $9.6M
Moran Wealth Management, LLC 0.26% Add +3.0% 110,805 $9.6M
PEAK6 LLC 0.23% Reduce -36.8% 110,759 $9.6M
Y-Intercept (Hong Kong) Ltd 0.19% Add +1774.5% 108,775 $9.4M
Meridiem Capital Partners LP 0.43% Reduce -29.6% 108,530 $9.4M
BW Gestao de Investimentos Ltda. 0.22% Add +164.8% 106,065 $9.2M
Envestnet Asset Management Inc. 0.00% Add +0.8% 101,649 $8.8M
Steamboat Capital Partners, LLC 1.85% Reduce -32.4% 100,060 $8.6M
Asset Management One Co., Ltd. 0.02% Reduce -17.0% 99,015 $8.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -26.4% 98,887 $8.5M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +1003.9% 98,165 $8.5M
Pictet Asset Management Holding SA 0.01% Reduce -2.6% 97,361 $8.4M
CWA Asset Management Group, LLC 0.26% Add +11.5% 96,685 $8.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -44.7% 90,750 $8.2M
Avory & Company, LLC 10.18% Reduce -11.7% 94,352 $8.1M
O'shaughnessy Asset Management, LLC 0.04% Add +360.5% 93,154 $8.0M
Caption Management, LLC 0.29% Add +30.6% 91,910 $7.9M
Federation des caisses Desjardins du Quebec 0.02% Add +115.7% 91,119 $7.9M
Neuberger Berman Group LLC 0.01% Reduce -0.1% 88,527 $7.6M
Schonfeld Strategic Advisors LLC 0.04% Reduce -62.1% 87,547 $7.6M
Resona Asset Management Co.,Ltd. 0.03% Reduce -10.9% 84,283 $7.3M
Oribel Capital Management, LP 0.60% Reduce -56.0% 83,200 $7.2M
Walleye Trading LLC 0.10% Add +21.2% 82,901 $7.2M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.7% 81,839 $7.1M
Tredje AP-fonden 0.03% Reduce -21.2% 81,693 $7.1M
Public Employees Retirement System of Ohio 0.02% Reduce -2.4% 81,663 $7.0M
J. Goldman & Co LP 0.24% Add +118.2% 80,037 $6.9M
Corient Private Wealth LP 0.01% Add +17.1% 79,755 $6.9M
Fideuram Asset Management (Ireland) dac 0.13% Add +341.0% 81,637 $6.9M
Parallax Volatility Advisers, L.P. 0.31% Add +1384.1% 78,050 $6.7M
Investment Management Corp of Ontario 0.09% Add +0.3% 77,806 $6.7M
State of New Jersey Common Pension Fund D 0.02% Reduce -9.2% 77,660 $6.7M
WINTON GROUP Ltd 0.22% New 77,249 $6.7M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -6.5% 76,831 $6.6M
Andra AP-fonden 0.07% Add +37.9% 74,224 $6.4M
Walleye Capital LLC 0.03% Reduce -52.3% 72,544 $6.3M
Nykredit A/S 0.02% — 70,841 $6.1M
Hudson Capital Management LLC 1.52% Reduce -1.9% 70,807 $6.1M
Mediolanum International Funds Ltd 0.05% Reduce -46.5% 70,811 $6.1M
Arizona State Retirement System 0.03% Reduce -0.4% 68,631 $5.9M
Ossiam 0.08% Add +2.1% 68,459 $5.9M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -29.6% 67,051 $5.8M
Entropy Technologies, LP 0.23% New 66,268 $5.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -14.9% 65,813 $5.7M
Twin Tree Management, LP 0.88% Add +792.0% 65,605 $5.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -17.1% 64,959 $5.6M
Clearline Capital LP 0.36% New 63,836 $5.5M
Captrust Financial Advisors 0.01% Reduce -44.6% 63,659 $5.5M
USS Investment Management Ltd 0.02% Add +15.3% 63,288 $5.5M
Dark Forest Capital Management LP 0.35% Reduce -35.2% 62,138 $5.4M
Dana Investment Advisors, Inc. 0.14% Reduce -11.4% 60,342 $5.2M
Nissay Asset Management Corp. /Japan 0.02% Reduce -3.1% 59,323 $5.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Add +4.5% 58,359 $5.0M
Engineers Gate Manager LP 0.06% Add +153.0% 57,286 $4.9M
IFM Investors Pty Ltd 0.03% Add +5.7% 56,521 $4.9M
Baker Avenue Asset Management, LP 0.09% Add +15.1% 55,422 $4.8M
Moore Capital Management, LP 0.11% New 55,368 $4.8M
DNB Asset Management AS 0.01% No change 55,024 $4.7M
L2 Asset Management, LLC 0.48% Reduce -39.0% 53,732 $4.6M
Burney Co./ 0.13% New 53,726 $4.6M
Integrated Wealth Concepts LLC 0.03% Reduce -27.4% 52,842 $4.6M
Federated Hermes, Inc. 0.01% Reduce -82.1% 51,000 $4.4M
DCF Advisers, LLC 1.15% Add +9.4% 50,875 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +62.5% 50,518 $4.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +9.5% 49,818 $4.3M
Ensign Peak Advisors, Inc 0.01% Reduce -12.5% 48,783 $4.2M
Jain Global LLC 0.05% Reduce -49.8% 48,277 $4.2M
Vestcor Inc 0.10% Add +37.6% 48,147 $4.2M
Elo Mutual Pension Insurance Co 0.05% Add +2.4% 48,090 $4.2M
Liontrust Investment Partners LLP 0.06% New 47,350 $4.1M
Highland Capital Management, LLC 0.19% Reduce -0.1% 46,980 $4.1M
Bank Hapoalim BM 0.28% Reduce -1.5% 46,811 $4.0M
Credit Agricole S A 0.01% Add +9.8% 46,718 $4.0M
Silver Lake Advisory, LLC 1.41% Reduce -2.8% 45,590 $3.9M
QRG Capital Management, Inc. 0.03% Add +13.5% 45,461 $3.9M
Continuum Advisory, LLC 0.32% New 45,429 $3.9M
Archon Capital Management LLC 1.58% Add +164.7% 45,000 $3.9M
MYDA Advisors LLC 0.93% Reduce -41.3% 44,000 $3.8M
Peak Retirement Planning, Inc. 0.59% Reduce -4.3% 42,913 $3.7M
New Age Alpha Advisors, LLC 0.16% Add +1415.4% 42,826 $3.7M
Harvey Capital Management Inc. 0.75% Reduce -28.4% 42,055 $3.6M
TD Waterhouse Canada Inc. 0.01% Add +12224.3% 40,054 $3.6M
Pinnacle Financial Partners, Inc. 0.02% Add +705.2% 41,386 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -6.0% 41,105 $3.5M
Thrive Capital Management, LLC 0.66% Reduce -17.6% 40,797 $3.5M
Van Eck Associates Corp. 0.00% Reduce -38.0% 40,372 $3.5M
Utah Retirement Systems 0.03% Reduce -7.5% 40,369 $3.5M
Catalyst Funds Management Pty Ltd 0.19% No change 39,800 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -2.1% 39,720 $3.4M
Oxbow Advisors, LLC 0.28% Add +0.6% 38,845 $3.4M
Alpine Global Management, LLC 0.54% New 37,942 $3.3M
Swiss Life Asset Management Ltd 0.01% Add +26.5% 37,716 $3.3M
Arax Advisory Partners 0.02% Add +501.2% 37,159 $3.2M
Xponance LLC 0.02% Reduce -0.3% 35,901 $3.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +2.7% 35,895 $3.1M
Lane Generational LLC 2.71% Reduce -26.4% 35,782 $3.1M
Daiwa Securities Group Inc. 0.01% Reduce -20.5% 35,612 $3.1M
Stifel Financial Corp. 0.00% Add +46.4% 35,348 $3.1M
Edgestream Partners, L.P. 0.09% Add +5.6% 35,314 $3.0M
Brevan Howard Capital Management LP 0.04% Add +51.6% 35,121 $3.0M
Principal Financial Group Inc. 0.00% Reduce -46.4% 34,135 $2.9M
Toronto Dominion Bank 0.00% Add +0.5% 34,057 $2.9M
Cetera Investment Advisers 0.00% Reduce -9.0% 33,665 $2.9M
Intech Investment Management LLC 0.03% New 33,244 $2.9M
Greenhaven Road Investment Management, L.P. 1.86% Add +32.6% 33,141 $2.9M
iA Global Asset Management Inc. 0.03% Add +107.3% 33,116 $2.9M
Ilmarinen Mutual Pension Insurance Co 0.02% Add +68.0% 32,879 $2.8M
ASR Vermogensbeheer N.V. 0.03% Add +301.1% 32,770 $2.8M
Convergence Investment Partners, LLC 0.27% Add +49.8% 32,445 $2.8M
Macquarie Group Ltd. 0.01% Reduce -28.8% 32,172 $2.8M
Kerrisdale Advisers, LLC 0.69% Reduce -31.7% 31,869 $2.8M
State of Alaska, Department of Revenue 0.03% Reduce -18.8% 31,672 $2.7M
Phoenix Financial Ltd. 0.02% Add +24.9% 30,812 $2.7M
Lazard Asset Management LLC 0.00% Add +8.1% 30,468 $2.6M
Jupiter Topco LLC 0.00% — 30,435 $2.6M
Accurate Wealth Management, LLC 0.25% Reduce -9.6% 29,183 $2.6M
Wellington Management Group LLP 0.00% Add +65.1% 30,334 $2.6M
Merit Financial Group, LLC 0.02% Reduce -0.2% 29,984 $2.6M
Caprock Group, LLC 0.05% Add +30.6% 29,969 $2.6M
CastleKnight Management LP 0.09% New 29,700 $2.6M
Peak Asset Management, LLC 0.37% Add +0.6% 29,410 $2.5M
CenterBook Partners LP 0.12% Reduce -5.3% 29,227 $2.5M
Allstate Corp. 0.03% Reduce -27.3% 29,085 $2.5M
RB Capital Management, LLC 0.51% Add +7.5% 28,907 $2.5M
Boston Common Asset Management, LLC 0.15% Add +15.8% 28,732 $2.5M
Cresset Asset Management, LLC 0.01% Add +1.5% 28,618 $2.5M
Regal Investment Advisors LLC 0.13% Add +1.8% 28,265 $2.4M
Summit Trail Advisors, LLC 0.03% Add +5.2% 28,261 $2.4M
Apella Capital, LLC 0.03% Add +0.2% 28,058 $2.4M
Daiichi Life Insurance Co., Ltd. 0.05% Add +11.4% 27,159 $2.3M
GFS Advisors, LLC 0.25% New 526 $2.3M
OP Asset Management Ltd 0.02% Add +4.7% 26,571 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -1.1% 26,108 $2.3M
HERALD INVESTMENT MANAGEMENT Ltd 0.30% No change 25,910 $2.2M
Yelin Lapidot Holdings Management Ltd. 0.42% No change 25,900 $2.2M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -2.7% 25,789 $2.2M
Ashton Thomas Private Wealth, LLC 0.05% Reduce -22.3% 25,759 $2.2M
Virtu Financial LLC 0.07% New 25,522 $2.2M
Optiver Holding B.V. 0.03% New 25,216 $2.2M
Torray Investment Partners LLC 0.32% New 24,796 $2.1M
New York State Teachers Retirement System 0.00% Reduce -0.5% 24,593 $2.1M
Aristides Capital LLC 0.54% New 24,310 $2.1M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.3% 23,821 $2.1M
Circle Wealth Management, LLC 0.03% Add +14.0% 23,813 $2.1M
Machina Capital S.A.S. 0.32% Add +339.8% 23,650 $2.0M
Odyssean, LLC 0.33% New 23,385 $2.0M
Prudential PLC 0.01% Add +605.7% 23,155 $2.0M
Jones Financial Companies LLLP 0.00% Add +5.5% 22,491 $1.9M
Osaic Holdings, Inc. 0.00% Add +2.1% 22,405 $1.9M
Montag A & Associates Inc. 0.08% New 22,144 $1.9M
Chicago Partners Investment Group LLC 0.04% Add +43.5% 22,669 $1.9M
Monaco Asset Management SAM 0.73% New 22,052 $1.9M
Sterling Capital Management LLC 0.03% Add +5.9% 21,935 $1.9M
Voya Investment Management LLC 0.00% Reduce -28.1% 21,783 $1.9M
Brighton Jones LLC 0.03% Reduce -12.8% 21,713 $1.9M
AEGON ASSET MANAGEMENT UK Plc 0.02% No change 21,700 $1.9M
NewEdge Advisors, LLC 0.01% Add +86.3% 21,637 $1.9M
MML Investors Services, LLC 0.00% Add +22.6% 21,335 $1.8M
Concentric Capital Strategies, LP 0.11% New 21,333 $1.8M
CGN Advisors LLC 0.13% Reduce -2.4% 21,297 $1.8M
SBI Securities Co., Ltd. 0.04% Add +6.4% 20,978 $1.8M
Axq Capital, LP 0.19% New 20,631 $1.8M
Headlands Technologies LLC 0.19% New 20,520 $1.8M
Collar Capital Management, LLC 1.04% Reduce -2.7% 20,350 $1.8M
Kestra Advisory Services, LLC 0.01% Add +257.7% 20,027 $1.7M
Meitav Investment House Ltd. 0.01% Add +100.0% 20,000 $1.7M
CSS LLC 0.23% Add +34.7% 19,860 $1.7M
Virtus Investment Advisers, LLC 0.40% Reduce -1.2% 19,844 $1.7M
Klein Pavlis & Peasley Financial, Inc. 0.88% Add +3.6% 19,605 $1.7M
Arkadios Wealth Advisors 0.03% Reduce -20.8% 19,459 $1.7M
Basepoint Wealth LLC 0.96% Add +21.9% 19,393 $1.7M
Gulf International Bank (UK) Ltd 0.03% Reduce -2.3% 19,265 $1.7M
Pallas Capital Advisors LLC 0.05% Reduce -19.0% 19,168 $1.7M
North Dakota State Investment Board 0.07% Add +10.6% 18,943 $1.6M
Ethic Inc. 0.02% Add +17.8% 18,821 $1.6M
FNY Investment Advisers, LLC 0.59% New 18,603 $1.6M
Nomura Holdings Inc. 0.01% Add +71.1% 18,521 $1.6M
CreativeOne Wealth, LLC 0.03% Reduce -9.9% 18,305 $1.6M
Avanza Fonder AB 0.03% No change 18,081 $1.6M
Squarepoint Ops LLC 0.00% New 17,789 $1.5M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -25.1% 17,629 $1.5M
Rehmann Capital Advisory Group 0.07% Add +37.4% 17,179 $1.5M
Easterly Investment Partners LLC 0.07% Reduce -4.9% 17,008 $1.5M
Par Capital Management Inc. 0.04% Add +183.3% 17,000 $1.5M
Kentucky Retirement Systems 0.04% New 16,820 $1.5M
Saudi Central Bank 0.02% Add +79.0% 16,756 $1.4M
Ritholtz Wealth Management 0.02% Add +108.9% 16,749 $1.4M
Hillsdale Investment Management Inc. 0.03% Add +13.8% 16,610 $1.4M
Lecap Asset Management Ltd. 0.61% Add +108.1% 16,499 $1.4M
Fifth Third Bancorp 0.00% Add +25.1% 15,924 $1.4M
Harrington Investments, INC 0.66% Reduce -1.1% 15,879 $1.4M
Schroder Investment Management Group 0.00% Reduce -45.5% 15,878 $1.4M
MAI Capital Management 0.01% Add +659.0% 15,795 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -19.4% 15,442 $1.3M
Inscription Capital, LLC 0.12% Reduce -1.1% 15,330 $1.3M
Allworth Financial LP 0.01% Add +4.2% 15,310 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.2% 15,006 $1.3M
Nano Cap New Millennium Growth Fund L P 1.00% Add +7.1% 15,000 $1.3M
Bank of Montreal 0.00% Add +21.7% 14,974 $1.3M
Maryland State Retirement & Pension System 0.02% Add +15.9% 14,922 $1.3M
Alps Advisors Inc. 0.01% Reduce -7.5% 14,868 $1.3M
Praxis Investment Management Inc. 0.07% Add +22.1% 14,586 $1.3M
SummitTX Capital, L.P. 0.03% Reduce -42.2% 14,534 $1.3M
Picton Mahoney Asset Management 0.01% Reduce -33.0% 14,451 $1.2M
Crossmark Global Holdings, Inc. 0.02% Reduce -66.1% 14,447 $1.2M
Dockside LLC 0.29% — 14,372 $1.2M
OMERS ADMINISTRATION Corp 0.01% Add +11.8% 14,335 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +39.4% 14,246 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -8.7% 14,075 $1.2M
J. Safra Sarasin Holding AG 0.02% Add +47.6% 14,200 $1.2M
NorthCrest Asset Manangement, LLC 0.03% Add +6.5% 13,405 $1.2M
Rakuten Investment Management, Inc. 0.00% Reduce -41.2% 13,773 $1.2M
Diversified Trust Co. 0.02% Reduce -21.6% 13,631 $1.2M
Cannon Global Investment Management, LLC 3.51% Reduce -17.2% 13,500 $1.2M
Bellecapital International Ltd. 0.19% Reduce -15.8% 13,457 $1.2M
Amalgamated Bank 0.01% Reduce -3.6% 13,429 $1.2M
Vectors Research Management, LLC 0.29% Add +72.3% 12,997 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -63.5% 12,489 $1.1M
Northstar Asset Management Inc. 0.31% Reduce -17.3% 12,444 $1.1M
Two Sigma Securities, LLC 0.09% New 12,417 $1.1M
Ameritas Advisory Services, LLC 0.02% New 12,302 $1.1M
Aragon Global Management, LP 0.40% New 12,300 $1.1M
Wealthfront Advisers LLC 0.00% Add +6.7% 12,280 $1.1M
AG2R La Mondiale Gestion D'actifs 0.04% Reduce -44.5% 12,267 $1.1M
CIBC Asset Management Inc 0.00% Reduce -2.9% 12,241 $1.1M
Grant Private Wealth Management Inc 0.44% Reduce -0.9% 12,186 $1.1M
Syon Capital LLC 0.05% Reduce -6.0% 12,132 $1.0M
Perigon Wealth Management, LLC 0.02% Add +20.5% 12,037 $1.0M
Abn Amro Investment Solutions 0.01% Add +39.0% 12,006 $1.0M
Transcend Capital Advisors, LLC 0.07% Add +19.9% 11,853 $1.0M
Citizens Financial Group Inc. 0.01% Add +17.1% 11,782 $1.0M
Camelot Portfolios, LLC 0.72% Reduce -16.9% 11,777 $1.0M
Capstone Capital Management Ltd 0.45% New 11,629 $1.0M
Truist Financial Corp. 0.00% Add +25.2% 11,621 $1.0M
Coppell Advisory Solutions LLC 0.08% New 21,922 $998K
Candriam S.C.A. 0.00% Reduce -3.3% 11,551 $996K
Bull Harbor Capital LLC 0.19% Reduce -2.7% 11,363 $981K
Integrated Quantitative Investments LLC 0.16% New 11,332 $978K
Prelude Capital Management, LLC 0.07% New 11,244 $970K
Evolve Private Wealth, LLC 0.06% Reduce -4.6% 11,172 $964K
Cibc World Market Inc. 0.00% Add +102.4% 11,136 $961K
Aaron Wealth Advisors LLC 0.05% Reduce -15.2% 11,086 $957K
Summit Global Investments 0.05% Add +184.9% 11,049 $954K
Janney Montgomery Scott LLC 0.00% Reduce -26.2% 11,054 $954K
Private Advisor Group, LLC 0.00% Add +93.4% 11,032 $952K
Thrivent Financial for Lutherans 0.00% No change 10,879 $939K
Kera Capital Partners, Inc. 0.09% Reduce -1.4% 10,842 $936K
Credit Capital Investments LLC 0.53% Add +1.9% 10,700 $924K
CIBC Bancorp USA Inc. 0.00% Reduce -12.0% 10,615 $923K
Urban Wealth Management, LLC 0.80% Add +307.5% 10,660 $920K
Generali Asset Management SPA SGR 0.02% New 10,492 $906K
Banque Cantonale Vaudoise 0.04% Add +15.7% 10,471 $905K
Krilogy Financial LLC 0.03% Reduce -16.1% 10,478 $904K
Wynn Capital, LLC 0.40% Reduce -0.4% 10,468 $903K
Pathstone Holdings, LLC 0.00% Reduce -10.3% 10,420 $899K
Sivia Capital Partners, LLC 0.11% Reduce -26.4% 10,187 $879K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 10,040 $867K
Quinn Opportunity Partners LLC 0.04% Reduce -61.5% 10,000 $863K
Courier Capital LLC 0.04% Add +103.2% 9,932 $857K
Claret Asset Management Corp 0.09% Reduce -4.8% 9,887 $853K
Vident Advisory, LLC 0.01% Add +1.6% 9,862 $851K
Winnacle Wealth LLC 0.57% Reduce -4.0% 9,668 $834K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.5% 9,608 $829K
Diversify Advisory Services, LLC 0.01% New 9,027 $823K
Diversify Wealth Management, LLC 0.01% Add +107.5% 9,027 $823K
Mission Wealth Management, LP 0.01% Add +34.1% 9,389 $810K
Natixis 0.00% Add +0.8% 9,302 $803K
Boothbay Fund Management, LLC 0.02% Reduce -74.4% 9,178 $792K
Twin Capital Management Inc. 0.09% Reduce -1.0% 9,173 $792K
Sherry Group, Inc. 0.77% Reduce -5.8% 9,140 $787K
Waddell & Associates, LLC 0.04% Add +38.2% 9,058 $782K
E. Ohman J:or Asset Management AB 0.02% No change 9,050 $781K
HHLR Advisors, LTD. 0.09% New 9,010 $778K
Northwest & Ethical Investments L.P. 0.02% Reduce -44.2% 8,982 $775K
Compound Planning, Inc. 0.02% Add +9.5% 8,968 $774K
Park Avenue Securities LLC 0.00% Add +2.7% 8,959 $773K
Guggenheim Capital LLC 0.00% Reduce -7.6% 8,447 $729K
Mengis Capital Management, Inc. 0.11% Add +2.9% 8,425 $727K
Atom Investors LP 0.06% Reduce -76.2% 8,198 $708K
Certuity, LLC 0.03% Reduce -9.2% 8,156 $704K
Versant Capital Management, Inc 0.06% Add +9.7% 8,121 $701K
Nisa Investment Advisors, LLC 0.00% Add +201.8% 8,120 $701K
Regatta Capital Group, LLC 0.09% New 8,104 $699K
US Bancorp \de 0.00% Add +40.5% 8,049 $695K
HB Wealth Management, LLC 0.00% Add +27.2% 8,014 $692K
D.A. Davidson & Co. 0.00% New 8,002 $691K
Buckland Partners Management Co LLC 0.34% No change 8,000 $690K
Kestra Investment Management, LLC 0.01% Reduce -29.8% 7,949 $686K
Savant Capital, LLC 0.00% Add +11.5% 8,087 $685K
Profund Advisors LLC 0.02% Reduce -7.9% 7,848 $677K
Moss Adams Wealth Advisors LLC 0.04% New 7,846 $677K
Vise Technologies, Inc. 0.01% Add +66.6% 7,841 $677K
Qtron Investments LLC 0.09% Reduce -16.7% 7,794 $673K
EverSource Wealth Advisors, LLC 0.02% Reduce -11.9% 7,776 $671K
GLOBALT Investments LLC / GA 0.02% Reduce -24.2% 7,757 $670K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +3.7% 7,603 $656K
Polymer Capital Management (US) LLC 0.10% New 7,603 $656K
PNC Financial Services Group, Inc. 0.00% Add +16.2% 7,375 $637K
Brookstone Capital Management 0.01% Reduce -15.7% 7,344 $634K
Americana Partners, LLC 0.01% Add +106.6% 7,301 $630K
M&T Bank Corp 0.00% Add +16.7% 7,286 $629K
Waverly Advisors, LLC 0.00% Add +11.4% 7,194 $621K
HUB Investment Partners, LLC 0.01% Add +10.6% 7,169 $619K
STRS Ohio 0.00% Add +12.1% 7,147 $617K
Verdad Advisers, LP 0.59% Reduce -67.0% 7,125 $615K
Leigh Baldwin & Co., LLC 0.33% Add +24.3% 7,125 $615K
Rothschild Investment LLC 0.02% Add +3.3% 7,099 $613K
Burns Matteson Capital Management, LLC 0.19% New 7,067 $610K
Talon Private Wealth, LLC 0.07% Reduce -12.2% 7,009 $605K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 7,000 $604K
Lombard Odier Asset Management (Switzerland) SA 0.02% No change 6,994 $604K
Plato Investment Management Ltd 0.03% Reduce -27.9% 7,023 $603K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Add +0.9% 6,980 $602K
Oppenheimer & Co. Inc. 0.01% Reduce -17.0% 6,863 $592K
Centiva Capital, LP 0.02% Reduce -58.9% 6,845 $591K
Choreo, LLC 0.01% Reduce -1.2% 6,823 $589K
Magnetar Financial LLC 0.01% New 6,820 $589K
Employees Retirement System of Texas 0.01% Add +188.2% 6,788 $586K
Bank Pictet & Cie (Europe) AG 0.01% Add +5.2% 6,774 $585K
Optimize Financial Inc. 0.21% Reduce -0.3% 6,714 $579K
Sound Capital Solutions LLC 0.14% — 6,714 $579K
Alta Wealth Advisors LLC 0.16% Reduce -3.0% 6,672 $576K
denkapparat Operations GmbH 0.19% Reduce -47.4% 6,644 $573K
Harbour Capital Advisors, LLC 0.10% Add +77.4% 6,350 $570K
Evergreen Capital Management LLC 0.01% Reduce -3.8% 6,601 $570K
Everhart Financial Group, Inc. 0.04% Reduce -7.7% 6,601 $570K
3Chopt Investment Partners, LLC 0.11% Reduce -11.0% 6,558 $566K
Siemens Fonds Invest GmbH 0.03% Reduce -24.0% 6,534 $564K
Rafferty Asset Management, LLC 0.00% Reduce -13.3% 6,368 $550K
B. Metzler seel. Sohn & Co. AG 0.00% No change 6,348 $548K
Essex Financial Services, Inc. 0.03% Reduce -8.8% 6,255 $540K
Baader Bank Aktiengesellschaft 0.04% Add +4.8% 6,247 $539K
Watershed Asset Management, L.L.C. 0.48% Add +3.1% 6,205 $536K
Ostrum Asset Management 0.03% Reduce -18.6% 6,159 $532K
Global Retirement Partners, LLC 0.01% — 6,137 $530K
Farther Finance Advisors, LLC 0.00% Reduce -2.7% 6,131 $529K
Gateway Investment Advisers LLC 0.01% Add +28.6% 6,120 $528K
Perpetual Ltd 0.01% Reduce -44.7% 6,086 $525K
Fi3 FINANCIAL ADVISORS, LLC 0.13% Add +51.2% 3,805 $522K
Ascent Group, LLC 0.02% Add +131.9% 6,047 $522K
Synergy Financial Group, LTD 0.37% Reduce -27.7% 5,917 $511K
Lido Advisors, LLC 0.00% New 5,859 $506K
Motley Fool Asset Management LLC 0.02% Add +5.2% 5,806 $501K
UniSuper Management Pty Ltd 0.00% Add +37.7% 5,784 $499K
Ancora Advisors LLC 0.01% Reduce -4.5% 5,770 $498K
Osmosis Investment Management UK Ltd 0.02% Reduce -45.1% 5,752 $496K
Parcion Private Wealth LLC 0.03% Add +6.7% 5,722 $494K
Kathmere Capital Management, LLC 0.03% Add +69.9% 5,718 $494K
Proficio Capital Partners LLC 0.02% New 5,697 $492K
DC Investments Management, LLC 0.17% No change 5,653 $488K
Legacy Financial Advisors, Inc. 0.06% Reduce -0.9% 5,623 $485K
Delta Global Management LP 0.05% Reduce -85.3% 5,336 $461K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -61.0% 5,310 $458K
Fieldview Capital Management, LLC 0.13% Reduce -37.1% 5,196 $448K
EP Wealth Advisors, LLC 0.00% Add +16.6% 5,159 $445K
Resonant Capital Advisors, LLC 0.02% Reduce -2.7% 5,114 $441K
Avestar Capital, LLC 0.03% New 5,112 $441K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -15.8% 3,723 $435K
Principal Securities, Inc. 0.01% Add +14.3% 5,020 $433K
Jackson Thornton Wealth Management, LLC 0.03% Add +19.4% 4,975 $429K
IHT Wealth Management, LLC 0.01% Reduce -12.3% 4,972 $429K
Abundance Wealth Counselors 0.03% Add +8.3% 4,965 $429K
Caerus Investment Advisors, LLC 0.14% Reduce -4.6% 4,955 $428K
Whalen Wealth Management Inc. 0.19% Reduce -17.2% 4,951 $427K
GC Wealth Management RIA, LLC 0.02% New 4,933 $426K
Timbuktu Capital Management, LLC 0.64% — 4,900 $423K
Royal Fund Management, LLC 0.04% New 4,900 $423K
Blackstone Inc. 0.00% New 4,863 $420K
Signaturefd, LLC 0.01% Add +17.1% 4,820 $416K
NewEdge Wealth, LLC 0.00% New 4,818 $416K
United Capital Financial Advisors, LLC 0.00% Add +3.4% 4,770 $412K
LVW Advisors, LLC 0.04% Add +48.8% 4,761 $411K
SYM FINANCIAL Corp 0.03% Add +3.6% 4,715 $407K
Yousif Capital Management, LLC 0.00% Reduce -1.6% 4,696 $405K
Atria Investments, Inc 0.00% Add +33.0% 4,665 $403K
PFG Investments, LLC 0.02% Add +62.3% 4,648 $401K
Venturi Wealth Management, LLC 0.02% Add +11.7% 4,634 $400K
Knightsbridge Asset Management, LLC 0.05% Reduce -13.5% 4,456 $385K
Avondale Wealth Management 0.16% Add +17.1% 4,450 $384K
&partners 0.00% Reduce -2.5% 4,276 $382K
Silver Oak Securities, Incorporated 0.02% Reduce -2.2% 4,388 $379K
Allegiance Financial Group Advisory Services LLC 0.07% Add +5.9% 4,370 $377K
Ahara Advisors LLC 0.25% Add +1.6% 4,348 $375K
MetLife Investment Management, LLC 0.00% Reduce -0.6% 4,339 $374K
West Family Investments, Inc. 0.11% New 4,301 $371K
Bayesian Capital Management, LP 0.24% New 4,300 $371K
Westwood Holdings Group Inc. 0.00% New 4,289 $370K
Rothschild Wealth LLC 0.03% Reduce -0.9% 4,214 $364K
Wedmont Private Capital 0.01% Add +17.0% 4,047 $363K
Advisory Services Network, LLC 0.00% Reduce -67.9% 4,191 $362K
Aprio Wealth Management, LLC 0.02% Add +33.4% 4,180 $361K
Oakmont Advisory Group, LLC 0.30% Reduce -18.6% 4,120 $356K
Marathon Capital Management 0.07% Add +7.2% 4,078 $352K
Aptus Capital Advisors, LLC 0.00% Reduce -0.4% 4,069 $351K
TCW Group Inc. 0.00% Add +1.8% 4,033 $348K
Aster Capital Management (DIFC) Ltd 0.07% Add +75.8% 3,915 $338K
Crestwood Advisors Group, LLC 0.01% Add +5.8% 3,914 $338K
Riversedge Advisors, LLC 0.04% Add +44.5% 3,881 $335K
BAM Wealth Management, LLC 0.21% Reduce -14.2% 3,852 $332K
Capstone Investment Advisors, LLC 0.00% Reduce -6.8% 3,851 $332K
Excalibur Management Corp. 0.11% New 3,848 $332K
Marex Group Ltd 0.00% Reduce -66.2% 3,848 $332K
International Assets Investment Management, LLC 0.02% Add +19.6% 3,680 $332K
Polymer Capital Management (HK) LTD 0.03% New 3,825 $330K
Lighthouse Investment Partners, LLC 0.01% New 3,823 $330K
Gsa Capital Partners LLP 0.02% New 3,816 $329K
AlphaCore Capital LLC 0.01% Reduce -9.7% 3,794 $327K
Scotia Capital Inc. 0.00% Add +0.7% 3,711 $320K
Capstone Wealth Management, LLC 0.15% New 3,633 $314K
Concentrum Wealth Management 0.07% Add +0.7% 3,617 $312K
National Philanthropic Trust 0.00% No change 3,550 $306K
AXS Investments LLC 0.09% New 3,522 $304K
Axxion S.A. 0.02% — 3,448 $298K
Hudson Bay Capital Management LP 0.00% New 3,384 $292K
Menard Financial Group LLC 0.16% Add +0.5% 3,341 $288K
Callan Family Office, LLC 0.01% Add +18.2% 3,327 $287K
Linden Thomas Advisory Services, LLC 0.02% Reduce -1.0% 3,297 $285K
Freestone Grove Partners LP 0.00% New 3,292 $284K
Optas, LLC 0.04% Reduce -23.2% 3,285 $284K
Essential Partners LLC 0.13% Reduce -30.0% 3,268 $282K
Composition Wealth, LLC 0.00% New 3,257 $281K
Kestra Private Wealth Services, LLC 0.00% Reduce -32.6% 3,190 $275K
Rubicon Advisors, GP 0.20% New 3,187 $275K
Investment Research Partners LLC 0.09% Add +9.3% 3,145 $271K
Nilsine Partners, LLC 0.02% Reduce -36.5% 3,125 $270K
Frec Markets, Inc. 0.02% New 3,124 $270K
Larson Financial Group LLC 0.01% Add +14.9% 3,074 $265K
Albert D Mason Inc. 0.15% Reduce -1.9% 3,070 $265K
Steward Partners Investment Advisory, LLC 0.00% Add +45.8% 3,033 $262K
Financial Perspectives, Inc 0.06% Add +534.0% 3,018 $260K
Spire Wealth Management 0.01% Add +6179.2% 3,014 $260K
Fulcrum Asset Management LLP 0.03% New 3,000 $258K
Leonteq Securities AG 0.02% Reduce -48.2% 2,979 $257K
Wedbush Securities Inc. 0.01% New 2,967 $256K
Poinciana Advisors Group, LLC 0.19% Reduce -31.2% 2,964 $256K
Curi Capital, LLC 0.00% Reduce -31.2% 2,949 $255K
McGlone Suttner Wealth Management, Inc. 0.03% Reduce -0.7% 2,919 $252K
Cornerstone Wealth Group, LLC 0.01% New 2,913 $251K
QTR Family Wealth, LLC 0.09% Add +19.2% 2,902 $250K
Oslo Pensjonsforsikring AS 0.03% Reduce -11.3% 2,869 $248K
R Squared Ltd 0.13% New 2,812 $243K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.9% 2,808 $242K
Capital Investment Advisors, LLC 0.00% New 2,774 $239K
Graetz Wealth LLC 0.19% Reduce -17.9% 2,740 $237K
Daymark Wealth Partners, LLC 0.01% Add +5.7% 2,713 $234K
Childress Capital Advisors, LLC 0.04% Reduce -25.3% 2,692 $232K
Xxi Wealth, LLC 0.11% New 2,657 $229K
Atlas Capital Advisors Inc. 0.03% Add +0.6% 2,650 $229K
Cambria Investment Management, L.P. 0.01% No change 2,649 $229K
Inspirion Wealth Advisors, LLC 0.03% Add +1.2% 2,529 $228K
Pinnacle Associates Ltd. 0.00% Reduce -31.4% 2,635 $227K
Soltis Investment Advisors LLC 0.01% New 2,633 $227K
Assetmark, Inc. 0.00% Add +49.5% 2,629 $227K
Mgo One Seven LLC 0.00% Reduce -19.7% 2,627 $227K
Mutual of America Capital Management LLC 0.00% New 2,616 $226K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Reduce -31.7% 2,602 $225K
Midwest Financial Group LLC 0.08% Add +0.3% 2,598 $224K
Avail Investment Partners, LLC 0.17% New 2,563 $221K
Meeder Advisory Services, Inc. 0.01% New 2,547 $220K
Interchange Capital Partners, LLC 0.04% New 2,516 $217K
LBP Am SA 0.00% Reduce -95.3% 2,489 $215K
Commerce Bank 0.00% New 2,478 $214K
Westpac Banking Corp. 0.01% Reduce -67.3% 2,471 $213K
True Wealth Design, LLC 0.05% Add +4.4% 2,450 $211K
Twinbeech Capital LP 0.04% New 2,445 $211K
Clay Northam Wealth Management, LLC 0.10% New 2,430 $210K
Sagespring Wealth Partners, LLC 0.00% New 2,410 $208K
Northwest Wealth Management, LLC 0.03% Reduce -35.2% 2,403 $207K
Cigna Investments Inc. 0.03% Reduce -6.5% 2,392 $207K
Verus Capital Partners, LLC 0.01% New 2,397 $207K
Edmond DE Rothschild Holding S.A. 0.00% Add +161.1% 2,376 $205K
Parallel Advisors, LLC 0.00% Reduce -19.1% 2,370 $205K
Wesbanco Bank Inc. 0.01% New 2,350 $203K
Equitable Holdings, Inc. 0.00% New 2,338 $202K
Concurrent Investment Advisors, LLC 0.00% New 2,320 $200K
GAMMA Investing LLC 0.01% Add +35.7% 2,244 $194K
Corient IA LP 0.18% No change 2,230 $192K
IFP Advisors, Inc 0.00% Add +23.1% 2,069 $179K
Smartleaf Asset Management LLC 0.01% No change 2,039 $176K
Wolff Wiese Magana LLC 0.08% Add +40100.0% 2,010 $173K
Itau Unibanco Holding S.A. 0.00% Reduce -3.7% 2,002 $173K
Group One Trading LLC 0.00% New 1,856 $160K
Covestor Ltd 0.08% Reduce -29.8% 1,531 $133K
Penserra Capital Management LLC 0.00% Add +2.8% 1,558 $133K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -78.7% 1,514 $131K
Kemnay Advisory Services Inc. 0.02% Add +1459.0% 1,481 $128K
Strive Financial Group ,LLC 0.06% Add +319.4% 1,472 $127K
Rakuten Securities, Inc. 0.03% Add +77.3% 1,378 $119K
Keating Financial Advisory Services, Inc. 0.02% Reduce -12.0% 1,352 $117K
CoreCap Advisors, LLC 0.00% Add +95.7% 1,282 $111K
Harbour Investments, Inc. 0.00% Reduce -14.9% 1,236 $107K
Los Angeles Capital Management LLC 0.00% No change 1,195 $103K
Harvest Fund Management Co., Ltd 0.00% New 1,100 $95K
Quent Capital, LLC 0.01% Add +326.4% 1,100 $95K
Blue Trust, Inc. 0.00% Add +22.1% 1,050 $91K
Hollencrest Capital Management 0.01% New 1,000 $86K
HighMark Wealth Management LLC 0.03% No change 972 $84K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -7.8% 943 $81K
SJS Investment Consulting Inc. 0.01% Reduce -8.3% 942 $81K
Front Row Advisors LLC 0.02% No change 751 $80K
Fiduciary Financial Advisors 0.01% New 926 $79K
Cullen/Frost Bankers, Inc. 0.00% Add +7.9% 864 $75K
IFG Advisory, LLC 0.00% New 801 $69K
Private Trust Co. NA 0.01% Reduce -21.9% 729 $63K
State of Wyoming 0.01% Reduce -92.0% 717 $62K
HM Payson & Co. 0.00% No change 694 $60K
Triumph Capital Management 0.01% No change 610 $53K
Bullock Wealth Management Group 0.02% No change 533 $48K
Strategic Investment Solutions, Inc. 0.01% Add +400.0% 500 $43K
REAP Financial Group, LLC 0.01% Add +0.7% 463 $40K
Deseret Mutual Benefit Administrators 0.01% No change 444 $38K
V-Square Quantitative Management LLC 0.00% Reduce -12.9% 440 $38K
MassMutual Private Wealth & Trust, FSB 0.00% Add +19.4% 431 $37K
Fortitude Family Office, LLC 0.01% Add +210.4% 419 $36K
Compagnie Lombard Odier SCmA 0.00% No change 400 $35K
WealthCollab, LLC 0.01% No change 394 $34K
Rexford Capital Inc. 0.02% No change 389 $34K
Transamerica Financial Advisors, LLC 0.00% Add +22.0% 377 $33K
Activest Wealth Management 0.01% Reduce -0.3% 359 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +133.3% 350 $30K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -72.5% 349 $30K
Geneos Wealth Management Inc. 0.00% Add +37.9% 346 $30K
Caitong International Asset Management Co., Ltd 0.00% New 318 $27K
Huntington National Bank 0.00% Add +63.1% 318 $27K
Raiffeisen Bank International AG 0.00% Add +73.6% 316 $27K
CVA Family Office, LLC 0.00% Reduce -29.7% 313 $27K
Bessemer Group Inc. 0.00% Add +34.8% 306 $27K
Advocate Investing Services LLC 0.02% No change 305 $26K
Wilkerson Advisory Group LLC 0.01% Add +98.0% 305 $26K
Caz Investments LP 0.01% Reduce -40.0% 300 $26K
PFS Partners, LLC 0.01% No change 300 $26K
Abound Financial, LLC 0.01% New 298 $26K
Twin Lakes Capital Management, LLC 0.01% No change 298 $26K
First Horizon Corp. 0.00% Add +686.5% 291 $25K
WPG Advisers, LLC 0.01% Add +25.0% 280 $24K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -43.5% 260 $22K
Bellevue Asset Management, LLC 0.01% No change 260 $22K
Zions Bancorporation, National Association 0.00% Add +15.7% 258 $22K
Raleigh Capital Management Inc. 0.01% No change 253 $22K
UMB Bank, n.a. 0.00% Add +414.3% 252 $22K
Armstrong Advisory Group, Inc. 0.00% New 250 $22K
Entrust Financial LLC 0.01% Add +21.5% 249 $21K
Aberdeen Wealth Management LLC 0.01% New 240 $21K
Institute for Wealth Management, LLC. 0.00% New 227 $20K
Brown, Lisle/Cummings, Inc. 0.00% No change 225 $19K
AdvisorNet Financial, Inc 0.00% Add +89.2% 210 $18K
Elevation Wealth Partners, LLC 0.01% Add +234.4% 204 $18K
SWAN Capital LLC 0.01% No change 200 $17K
Harbor Investment Advisory, LLC 0.00% New 200 $17K
Quadrant Capital Group LLC 0.00% Add +1.0% 200 $17K
Ascentis Wealth Management, LLC 0.00% Reduce -2.0% 198 $17K
Tower Research Capital LLC (TRC) 0.00% Reduce -14.9% 189 $16K
CX Institutional 0.00% Add +32.1% 181 $16K
Hilton Head Capital Partners, LLC 0.01% No change 180 $16K
NORTHSTAR ASSET MANAGEMENT Co 0.00% New 170 $15K
Private Wealth Management Group, LLC 0.00% No change 169 $15K
Basecamp Wealth Advisors LLC 0.00% Add +87.8% 169 $15K
SouthState Bank Corp 0.00% Reduce -47.6% 165 $14K
Gould Capital, LLC 0.01% New 154 $13K
JFS Wealth Advisors, LLC 0.00% Add +2.7% 154 $13K
Trust Co 0.00% Add +43.7% 148 $13K
Golden State Wealth Management, LLC 0.00% Add +243.9% 141 $12K
Accordant Advisory Group Inc 0.01% No change 139 $12K
United Financial Planning Group LLC 0.01% No change 135 $12K
Owl Creek Wealth Partners LLC 0.00% Add +8.0% 135 $12K
Global X Japan Co., Ltd. 0.00% Reduce -44.8% 132 $11K
SHP Wealth Management 0.00% Reduce -7.2% 129 $11K
Parkside Financial Bank & Trust 0.00% Reduce -12.5% 126 $11K
Westfuller Advisors, LLC 0.00% No change 125 $11K
Kelleher Financial Advisors 0.00% Add +173.3% 123 $11K
Proffitt & Goodson Inc. 0.00% No change 120 $10K
EFG International AG 0.00% Reduce -52.9% 120 $10K
Rosenberg Matthew Hamilton 0.00% No change 118 $10K
Synergy Investment Management, LLC 0.00% New 110 $10K
Asset Dedication, LLC 0.00% Add +2750.0% 114 $10K
Grove Bank & Trust 0.00% Reduce -10.3% 113 $10K
Highline Wealth Partners LLC 0.00% Add +32.9% 109 $9K
Salomon & Ludwin, LLC 0.00% No change 100 $9K
Ogorek Anthony Joseph /NY/ 0.00% Add +9.7% 113 $9K
Cornerstone Financial Management LLC 0.01% Add +79.3% 104 $9K
Trust Co. of Vermont 0.00% — 103 $9K
Nvwm, LLC 0.00% New 100 $9K
Intesa Sanpaolo Wealth Management 0.00% New 100 $9K
Avion Wealth 0.00% Add +26.3% 96 $8K
Hilltop National Bank 0.00% No change 90 $8K
Eukles Asset Management 0.00% No change 80 $7K
Bell Investment Advisors, Inc 0.00% Add +6.7% 80 $7K
Cheviot Value Management, LLC 0.00% No change 75 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 75 $6K
Cromwell Holdings LLC 0.00% Add +45.1% 74 $6K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +25.4% 74 $6K
Banque Transatlantique SA 0.00% No change 73 $6K
Torren Management, LLC 0.00% No change 72 $6K
TD Private Client Wealth LLC 0.00% Add +407.1% 71 $6K
Vanguard National Trust Co 0.00% No change 70 $6K
Abound Wealth Management 0.00% Add +1.5% 66 $6K
Raffa Wealth Management, LLC 0.00% Add +225.0% 65 $6K
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% No change 61 $5K
Hurley Capital, LLC 0.00% No change 58 $5K
Physician Wealth Advisors, Inc. 0.00% Add +39.0% 57 $5K
Clearstead Trust, LLC 0.00% Reduce -6.7% 56 $5K
Wealth Enhancement Trust Services, Inc. 0.00% New 52 $4K
Creative Capital Management Investments LLC 0.00% New 51 $4K
Manchester Capital Management LLC 0.00% Add +96.2% 51 $4K
Bayban 0.00% No change 50 $4K
Strengthening Families & Communities, 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% Reduce -2.0% 50 $4K
MV Capital Management, Inc. 0.00% Add +56.7% 47 $4K
Evolution Wealth Management Inc. 0.00% No change 46 $4K
Security National Bank of Sioux City Iowa 0.00% New 46 $4K
Rossby Financial, LCC 0.00% No change 45 $4K
American Capital Advisory, LLC 0.00% Add +29.4% 44 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 44 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 43 $4K
Kilter Group LLC 0.00% Add +115.0% 43 $4K
LifeSteps Financial, Inc. 0.00% New 43 $4K
Redwood Park Advisors LLC 0.00% New 41 $4K
TFC Financial Management, Inc. 0.00% No change 41 $4K
Rialto Wealth Management, LLC 0.00% Add +100.0% 40 $3K
Graney & King, LLC 0.00% No change 40 $3K
Key Financial Inc 0.00% No change 40 $3K
Bogart Wealth, LLC 0.00% Add +185.7% 40 $3K
Allianz SE 0.00% No change 40 $3K
Cornerstone Planning Group LLC 0.00% No change 40 $3K
JPL Wealth Management, LLC 0.00% Add +442.9% 38 $3K
Hughes Financial Services, LLC 0.00% Add +5.6% 38 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 36 $3K
Wiser Advisor Group LLC 0.00% No change 32 $3K
Copia Wealth Management 0.00% No change 32 $3K
Spectrum Wealth Advisory Group, LLC 0.00% New 30 $3K
Cassaday & Co Wealth Management LLC 0.00% No change 29 $3K
Smallwood Wealth Investment Management, LLC 0.00% No change 29 $3K
Hara Capital LLC 0.00% No change 28 $2K
Atlantic Union Bankshares Corp 0.00% Add +23.8% 26 $2K
Investors Portfolio Services LLC 0.00% No change 25 $2K
Financial Avengers, Inc. 0.00% No change 25 $2K
Cape Investment Advisory, Inc. 0.00% New 25 $2K
Anchor Investment Management, LLC 0.00% No change 25 $2K
Concord Wealth Partners 0.00% New 25 $2K
North Star Investment Management Corp. 0.00% Add +66.7% 25 $2K
West Paces Advisors Inc. 0.00% New 24 $2K
Capital Advisors, Ltd. LLC 0.00% Add +13.6% 25 $2K
Hantz Financial Services, Inc. 0.00% Reduce -25.0% 27 $2K
Principia Wealth Advisory, LLC 0.00% Add +64.3% 23 $2K
HFM Investment Advisors, LLC 0.00% Add +110.0% 21 $2K
Glen Eagle Advisors, LLC 0.00% No change 21 $2K
Vision Retirement, LLC 0.00% No change 21 $2K
Rachor Investment Advisory Services, LLC 0.00% No change 20 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 20 $2K
Field & Main Bank 0.00% No change 20 $2K
Park Place Capital Corp 0.00% No change 20 $2K
Manning & Napier Advisors LLC 0.00% New 20 $2K
Planning Strategies Inc. 0.00% — 18 $2K
Brown Brothers Harriman & Co. 0.00% No change 17 $1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 17 $1K
CNB Bank 0.00% No change 16 $1K
Allied Private Wealth LLC 0.00% — 15 $1K
Ameriflex Group, Inc. 0.00% New 15 $1K
Dogwood Wealth Management LLC 0.00% New 14 $1K
SOA Wealth Advisors, LLC. 0.00% No change 14 $1K
LRI Investments, LLC 0.00% New 14 $1K
Osbon Capital Management LLC 0.00% No change 13 $1K
1015 Capital Partners, LLC 0.00% No change 12 $1K
Persistent Asset Partners Ltd 0.00% New 12 $1K
DT Investment Partners, LLC 0.00% No change 12 $1K
Salem Investment Counselors Inc. 0.00% No change 12 $1K
Creative Financial Designs Inc. 0.00% New 11 $949
Chelsea Counsel Co. 0.00% No change 10 $864
Hartford Financial Management Inc. 0.00% No change 10 $864
Bfsg, LLC 0.00% Reduce -80.0% 10 $864
PayPay Securities Corp 0.02% Reduce -16.7% 10 $863
Westside Investment Management, Inc. 0.00% New 10 $863
Silicon Valley Capital Partners 0.00% No change 10 $863
Davis Capital Management 0.00% Add +200.0% 9 $777
Signature Resources Capital Management, LLC 0.00% New 9 $777
Quaker Wealth Management, LLC 0.00% No change 8 $691
C M Bidwell & Associates Ltd. 0.00% No change 8 $690
Gill Capital Partners, LLC 0.00% No change 8 $690
Napier Financial, LLC 0.00% No change 8 $690
Plante Moran Financial Advisors, LLC 0.00% Add +33.3% 8 $690
Archer Investment Corp 0.00% No change 8 $647
DecisionPoint Financial, LLC 0.00% Reduce -89.7% 7 $631
Cedar Mountain Advisors, LLC 0.00% No change 7 $604
Bare Financial Services, Inc 0.00% No change 7 $604
Bayforest Capital Ltd 0.00% New 6 $518
Seneschal Advisors, LLC 0.00% Add +20.0% 6 $518
Crewe Advisors LLC 0.00% No change 6 $518
Frazier Financial Advisors, LLC 0.00% No change 5 $432
West Branch Capital LLC 0.00% Reduce -68.8% 5 $432
City State Bank 0.00% No change 5 $432
Glass Jacobson Investment Advisors llc 0.00% No change 5 $432
Sims Investment Management, LLC 0.00% New 5 $432
Nvest Wealth Strategies, Inc. 0.00% New 4 $346
Whittier Trust Co. 0.00% New 4 $340
Financial Consulate, Inc. 0.00% No change 3 $259
Halbert Hargrove Global Advisors, LLC 0.00% New 2 $208
Maryland Capital Advisors Inc. 0.00% — 2 $173
Signature Equity Partners, LLC 0.00% New 2 $173
Silver Grove Financial Group, Inc. 0.00% New 2 $173
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $134
Retirement Wealth Solutions LLC 0.00% Reduce -66.7% 1 $87
Clark Wealth Partners 0.00% No change 1 $87
ROSS\JOHNSON & Associates LLC 0.00% New 1 $86
IMG Wealth Management, Inc. 0.00% New 1 $86
Highland Investment Advisors LLC 0.00% — 1 $86
Navigoe, LLC 0.00% New 9 $0

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