Filing Research | Z - Zillow Group Inc Institutional Holdings

Snapshot holdings

50 / 73 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	3.5MSH	$109.5M
2	Y-Intercept (Hong Kong) Ltd	Shares	376.4KSH	$11.9M
3	Assenagon Asset Management S.A.	Shares	303.9KSH	$9.6M
4	Robeco Institutional Asset Management B.V.	Shares	258.6KSH	$8.2M
5	IFP Advisors, Inc	Shares	238.2KSH	$7.5M
6	Oak Thistle LLC	Shares	167.7KSH	$5.3M
7	Avory & Company, LLC	Shares	91.2KSH	$2.9M
8	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	86.9KSH	$2.7M
9	GATEWAY INVESTMENT ADVISERS LLC	Shares	77.2KSH	$2.4M
10	Police & Firemen's Retirement System of New Jersey	Shares	73.3KSH	$2.3M
11	Ninety One North America, Inc.	Shares	56.2KSH	$1.8M
12	Accurate Wealth Management, LLC	Shares	36.3KSH	$1.2M
13	Ninety One SA (PTY) Ltd	Shares	29.3KSH	$877.7K
14	LBP AM SA	Shares	22.2KSH	$700.2K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.6KSH	$663.1K
16	FIDUCIARY FINANCIAL GROUP, LLC	Shares	17.4KSH	$547.1K
17	Merit Financial Group, LLC	Shares	9.3KSH	$292.5K
18	DOLIVER ADVISORS, LP	Shares	9.0KSH	$284.5K
19	Optas, LLC	Shares	8.4KSH	$263.9K
20	Mirador Capital Partners LP	Shares	8.0KSH	$252.3K
21	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	7.7KSH	$242.4K
22	QRG CAPITAL MANAGEMENT, INC.	Shares	7.6KSH	$240.6K
23	Arlington Partners LLC	Shares	7.2KSH	$228.0K
24	Wedmont Private Capital	Shares	6.3KSH	$202.7K
25	TOMPKINS FINANCIAL CORP	Shares	6.0KSH	$189.1K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.5KSH	$83.1K
27	Versant Capital Management, Inc	Shares	1.6KSH	$50.9K
28	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$40.6K
29	Provenance Wealth Advisors, LLC	Shares	1.0KSH	$31.5K
30	GAMMA Investing LLC	Shares	923SH	$29.1K
31	Mirae Asset Global Investments Co., Ltd.	Shares	886SH	$27.9K
32	Marshall & Sterling Wealth Advisors Inc.	Shares	810SH	$25.5K
33	Owl Creek Wealth Partners LLC	Shares	775SH	$24.4K
34	Farther Finance Advisors, LLC	Shares	700SH	$22.1K
35	Rosenberg Matthew Hamilton	Shares	686SH	$21.6K
36	Blue Trust, Inc.	Shares	544SH	$17.1K
37	DHJJ Financial Advisors, Ltd.	Shares	516SH	$16.3K
38	Perkins Coie Trust Co	Shares	350SH	$11.0K
39	Byrne Asset Management LLC	Shares	230SH	$7.3K
40	LRI Investments, LLC	Shares	209SH	$6.6K
41	SIGNATUREFD, LLC	Shares	169SH	$5.3K
42	True Wealth Design, LLC	Shares	157SH	$4.9K
43	Mosley Wealth Management	Shares	137SH	$4.3K
44	SBI Securities Co., Ltd.	Shares	133SH	$4.2K
45	TOTH FINANCIAL ADVISORY CORP	Shares	126SH	$4.0K
46	Marquette Asset Management, LLC	Shares	83SH	$2.6K
47	West Branch Capital LLC	Shares	66SH	$2.1K
48	HM PAYSON & CO	Shares	65SH	$2.0K
49	Handelsbanken Fonder AB	Shares	60.8KSH	$1.9K
50	HIGHLINE WEALTH PARTNERS LLC	Shares	53SH	$1.7K

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

50 / 94 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+281.1K	+$7.9M	$11.9M
2	Oak Thistle LLC added	Shares	+159.5K	+$4.9M	$5.3M
3	CREDIT INDUSTRIEL ET COMMERCIAL new	Shares	+86.9K	+$2.7M	$2.7M
4	Merit Financial Group, LLC new	Shares	+9.3K	+$292.5K	$292.5K
5	TOMPKINS FINANCIAL CORP new	Shares	+6.0K	+$189.1K	$189.1K
6	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+2.6K	+$31.1K	$242.4K
7	Mirae Asset Global Investments Co., Ltd. new	Shares	+886	+$27.9K	$27.9K
8	Owl Creek Wealth Partners LLC added	Shares	+535	+$14.5K	$24.4K
9	LRI Investments, LLC new	Shares	+209	+$6.6K	$6.6K
10	Blue Trust, Inc. added	Shares	+249	+$4.9K	$17.1K
11	Mosley Wealth Management new	Shares	+137	+$4.3K	$4.3K
12	True Wealth Design, LLC added	Shares	+99	+$2.5K	$4.9K
13	Marquette Asset Management, LLC added	Shares	+71	+$2.1K	$2.6K
14	Physician Wealth Advisors, Inc. new	Shares	+48	+$1.5K	$1.5K
15	SBI Securities Co., Ltd. added	Shares	+65	+$1.4K	$4.2K
16	AdvisorNet Financial, Inc added	Shares	+36	+$1.1K	$1.4K
17	Cromwell Holdings LLC new	Shares	+25	+$788	$788
18	Creative Capital Management Investments LLC new	Shares	+18	+$567	$567
19	Quaker Wealth Management, LLC added	Shares	+11	+$189	$852
20	CX Institutional new	Shares	+3.5K	+$110	$110
21	Bogart Wealth, LLC added	Shares	+5	+$49	$504
22	Capital Advisors, Ltd. LLC trimmed	Shares	-94	-$4	$0
23	Golden State Wealth Management, LLC unchanged	Shares	0	-$9	$32
24	FNY Investment Advisers, LLC added	Shares	+149	-$34	$126
25	Valued Wealth Advisors LLC unchanged	Shares	0	-$39	$127
26	Vermillion Wealth Management, Inc. exited	Shares	-1	-$41	$0
27	3 FACTOR INDEXING, LLC exited	Shares	-2	-$83	$0
28	AMALGAMATED BANK trimmed	Shares	-775	-$104	$230
29	City State Bank unchanged	Shares	0	-$148	$473
30	GHP Investment Advisors, Inc. unchanged	Shares	0	-$197	$631
31	Hughes Financial Services, LLC trimmed	Shares	-4	-$205	$126
32	PARK AVENUE SECURITIES LLC exited	Shares	-5.1K	-$213	$0
33	TopTier Wealth Management, LLC exited	Shares	-7	-$290	$0
34	TOTH FINANCIAL ADVISORY CORP added	Shares	+21	-$373	$4.0K
35	DiNuzzo Private Wealth, Inc. trimmed	Shares	-7	-$408	$379
36	HIGHLINE WEALTH PARTNERS LLC added	Shares	+2	-$439	$1.7K
37	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$464	$1.5K
38	CoreCap Advisors, LLC trimmed	Shares	-14	-$628	$158
39	West Branch Capital LLC unchanged	Shares	0	-$651	$2.1K
40	HM PAYSON & CO trimmed	Shares	-1	-$683	$2.0K
41	Aspect Partners, LLC exited	Shares	-20	-$828	$0
42	SJS Investment Consulting Inc. exited	Shares	-23	-$952	$0
43	Handelsbanken Fonder AB trimmed	Shares	-9.5K	-$993	$1.9K
44	Retirement Wealth Solutions LLC trimmed	Shares	-21	-$1.1K	$694
45	SIGNATUREFD, LLC unchanged	Shares	0	-$1.7K	$5.3K
46	JFS WEALTH ADVISORS, LLC trimmed	Shares	-40	-$1.9K	$694
47	FIRST HORIZON CORP exited	Shares	-50	-$2.1K	$0
48	EVOLUTION WEALTH MANAGEMENT INC. exited	Shares	-69	-$2.9K	$0
49	Perkins Coie Trust Co unchanged	Shares	0	-$3.5K	$11.0K
50	Activest Wealth Management trimmed	Shares	-94	-$3.9K	$32

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