Filing Research | GTM - ZOOMINFO TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.2MSH	$3.4M
2	Assenagon Asset Management S.A.	Shares	1.0MSH	$3.0M
3	EASTERLY INVESTMENT PARTNERS LLC	Shares	214.9KSH	$629.6K
4	Louisiana State Employees Retirement System	Shares	113.7KSH	$333.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	123.6KSH	$319.1K
6	Sivia Capital Partners, LLC	Shares	107.7KSH	$315.5K
7	LAVELLE CAPITAL LP	Shares	83.1KSH	$243.4K
8	Sequoia Financial Advisors, LLC	Shares	77.6KSH	$227.5K
9	Police & Firemen's Retirement System of New Jersey	Shares	72.0KSH	$210.9K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	70.6KSH	$207.0K
11	CARY STREET PARTNERS FINANCIAL LLC	Shares	61.6KSH	$180.4K
12	Diversified Trust Co	Shares	59.1KSH	$173.3K
13	SIGNATUREFD, LLC	Shares	50.3KSH	$147.5K
14	MISSION WEALTH MANAGEMENT, LP	Shares	39.7KSH	$116.4K
15	Merit Financial Group, LLC	Shares	27.8KSH	$81.3K
16	Capstone Wealth Management, LLC	Shares	21.2KSH	$62.2K
17	Apollon Wealth Management, LLC	Shares	20.7KSH	$60.6K
18	SBI Securities Co., Ltd.	Shares	19.5KSH	$57.2K
19	Crossmark Global Holdings, Inc.	Shares	15.6KSH	$45.8K
20	Abel Hall, LLC	Shares	15.1KSH	$44.2K
21	NorthCrest Asset Manangement, LLC	Shares	14.2KSH	$41.7K
22	Composition Wealth, LLC	Shares	13.7KSH	$40.1K
23	Everhart Financial Group, Inc.	Shares	13.6KSH	$39.9K
24	IFP Advisors, Inc	Shares	13.4KSH	$39.2K
25	EverSource Wealth Advisors, LLC	Shares	13.1KSH	$38.5K
26	Wedmont Private Capital	Shares	12.5KSH	$36.5K
27	Optas, LLC	Shares	12.3KSH	$36.0K
28	Abacus Wealth Partners, LLC	Shares	11.4KSH	$33.4K
29	Mirae Asset Global Investments Co., Ltd.	Shares	4.8KSH	$14.0K
30	Versant Capital Management, Inc	Shares	4.6KSH	$13.4K
31	GAMMA Investing LLC	Shares	3.7KSH	$10.8K
32	Wealth Enhancement Trust Services, Inc.	Shares	2.9KSH	$8.4K
33	Owl Creek Wealth Partners LLC	Shares	2.2KSH	$6.4K
34	True Wealth Design, LLC	Shares	1.8KSH	$5.2K
35	Farther Finance Advisors, LLC	Shares	1.8KSH	$5.2K
36	Marquette Asset Management, LLC	Shares	890SH	$2.6K
37	SJS Investment Consulting Inc.	Shares	774SH	$2.3K
38	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	587SH	$1.7K
39	MassMutual Private Wealth & Trust, FSB	Shares	356SH	$1.0K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	254.3KSH	$745
41	Fortitude Family Office, LLC	Shares	181SH	$530
42	Physician Wealth Advisors, Inc.	Shares	173SH	$507
43	Cedar Mountain Advisors, LLC	Shares	147SH	$431
44	Activest Wealth Management	Shares	134SH	$393
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	110SH	$322
46	State of Alaska, Department of Revenue	Shares	96.3KSH	$281
47	Handelsbanken Fonder AB	Shares	94.1KSH	$276
48	AMALGAMATED BANK	Shares	69.3KSH	$203
49	Creative Capital Management Investments LLC	Shares	40SH	$117
50	Cromwell Holdings LLC	Shares	25SH	$73

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Manager changes2026-06-30 vs 2026-03-31

50 / 62 loaded

#		Instrument
1	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+61.6K	+$180.4K	$180.4K
2	SIGNATUREFD, LLC added	Shares	+43.2K	+$104.6K	$147.5K
3	Diversified Trust Co added	Shares	+43.3K	+$78.4K	$173.3K
4	Sequoia Financial Advisors, LLC added	Shares	+51.8K	+$72.9K	$227.5K
5	Capstone Wealth Management, LLC new	Shares	+21.2K	+$62.2K	$62.2K
6	Apollon Wealth Management, LLC new	Shares	+20.7K	+$60.6K	$60.6K
7	Abel Hall, LLC new	Shares	+15.1K	+$44.2K	$44.2K
8	Composition Wealth, LLC new	Shares	+13.7K	+$40.1K	$40.1K
9	Everhart Financial Group, Inc. new	Shares	+13.6K	+$39.9K	$39.9K
10	Wedmont Private Capital new	Shares	+12.5K	+$36.5K	$36.5K
11	Abacus Wealth Partners, LLC new	Shares	+11.4K	+$33.4K	$33.4K
12	IFP Advisors, Inc added	Shares	+9.8K	+$17.5K	$39.2K
13	Wealth Enhancement Trust Services, Inc. new	Shares	+2.9K	+$8.4K	$8.4K
14	Owl Creek Wealth Partners LLC new	Shares	+2.2K	+$6.4K	$6.4K
15	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+587	+$1.7K	$1.7K
16	Farther Finance Advisors, LLC added	Shares	+1.1K	+$984	$5.2K
17	Activest Wealth Management new	Shares	+134	+$393	$393
18	Fortitude Family Office, LLC added	Shares	+138	+$273	$530
19	Creative Capital Management Investments LLC new	Shares	+40	+$117	$117
20	Davis Capital Management new	Shares	+16	+$47	$47
21	LRI Investments, LLC new	Shares	+6	+$18	$18
22	Capital Advisors, Ltd. LLC exited	Shares	-37	$0	$0
23	FNY Investment Advisers, LLC exited	CALL	-100	$0	$0
24	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2	-$24	$12
25	Hughes Financial Services, LLC exited	Shares	-4	-$24	$0
26	Cromwell Holdings LLC trimmed	Shares	-23	-$214	$73
27	AMALGAMATED BANK trimmed	Shares	-12.5K	-$286	$203
28	Handelsbanken Fonder AB unchanged	Shares	0	-$287	$276
29	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-65	-$389	$0
30	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$448	$431
31	State of Alaska, Department of Revenue trimmed	Shares	-47.2K	-$577	$281
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-4.3K	-$802	$745
33	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-130	-$1.1K	$322
34	EverSource Wealth Advisors, LLC added	Shares	+6.5K	-$1.5K	$38.5K
35	Physician Wealth Advisors, Inc. trimmed	Shares	-220	-$1.8K	$507
36	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.0K	-$2.3K	$14.0K
37	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-645	-$4.9K	$1.0K
38	Marquette Asset Management, LLC trimmed	Shares	-977	-$8.6K	$2.6K
39	Merit Financial Group, LLC added	Shares	+11.1K	-$18.6K	$81.3K
40	True Wealth Design, LLC trimmed	Shares	-4.1K	-$30.1K	$5.2K
41	GAMMA Investing LLC trimmed	Shares	-4.8K	-$40.1K	$10.8K
42	SJS Investment Consulting Inc. trimmed	Shares	-8.2K	-$51.2K	$2.3K
43	SBI Securities Co., Ltd. added	Shares	+1.0K	-$53.4K	$57.2K
44	NorthCrest Asset Manangement, LLC trimmed	Shares	-2.8K	-$56.8K	$41.7K
45	WADDELL & ASSOCIATES, LLC exited	Shares	-10.9K	-$65.4K	$0
46	Optas, LLC trimmed	Shares	-6.1K	-$73.8K	$36.0K
47	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.8K	-$92.2K	$116.4K
48	Sivia Capital Partners, LLC added	Shares	+39.1K	-$94.3K	$315.5K
49	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-16.2K	-$96.7K	$0
50	Versant Capital Management, Inc trimmed	Shares	-16.4K	-$112.3K	$13.4K

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