Filing Research | ZION - Zions Bancorporation Institutional Holdings

Snapshot holdings

50 / 127 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	524.8KSH	$36.3M
2	Arbejdsmarkedets Tillaegspension	Shares	443.8KSH	$30.7M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	206.4KSH	$14.3M
4	Vest Financial, LLC	Shares	126.4KSH	$8.7M
5	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	121.2KSH	$8.4M
6	Sequoia Financial Advisors, LLC	Shares	99.3KSH	$6.9M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.9KSH	$5.6M
8	EASTERLY INVESTMENT PARTNERS LLC	Shares	77.9KSH	$5.4M
9	Police & Firemen's Retirement System of New Jersey	Shares	66.6KSH	$4.6M
10	Covea Finance	Shares	62.6KSH	$4.3M
11	Y-Intercept (Hong Kong) Ltd	Shares	54.4KSH	$3.8M
12	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	43.4KSH	$3.0M
13	Louisiana State Employees Retirement System	Shares	43.0KSH	$3.0M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.9KSH	$3.0M
15	SIERRA SUMMIT ADVISORS LLC	Shares	35.7KSH	$2.5M
16	Global Financial Private Client, LLC	Shares	30.3KSH	$2.1M
17	GATEWAY INVESTMENT ADVISERS LLC	Shares	28.6KSH	$2.0M
18	Crossmark Global Holdings, Inc.	Shares	27.3KSH	$1.9M
19	Diversified Trust Co	Shares	25.6KSH	$1.8M
20	FLYWHEEL PRIVATE WEALTH LLC	Shares	22.5KSH	$1.6M
21	Physician Wealth Advisors, Inc.	Shares	22.1KSH	$1.5M
22	Ironwood Financial, llc	Shares	20.6KSH	$1.4M
23	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	19.1KSH	$1.3M
24	Farther Finance Advisors, LLC	Shares	18.3KSH	$1.3M
25	BURNEY CO/	Shares	17.8KSH	$1.2M
26	Curat Global, LLC	Shares	1.6KSH	$1.2M
27	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	16.4KSH	$1.1M
28	Oak Thistle LLC	Shares	16.0KSH	$1.1M
29	Wedmont Private Capital	Shares	14.8KSH	$1.0M
30	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	14.3KSH	$989.6K
31	D.A. DAVIDSON & CO.	Shares	14.0KSH	$970.8K
32	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	12.9KSH	$892.2K
33	GAMMA Investing LLC	Shares	12.9KSH	$891.2K
34	Merit Financial Group, LLC	Shares	12.7KSH	$876.2K
35	Avior Wealth Management, LLC	Shares	12.0KSH	$832.1K
36	SECURIAN ASSET MANAGEMENT, INC	Shares	10.9KSH	$787.0K
37	Blackhawk Capital Partners, LLC	Shares	9.8KSH	$681.0K
38	Assenagon Asset Management S.A.	Shares	9.1KSH	$627.3K
39	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	8.8KSH	$607.9K
40	Aaron Wealth Advisors LLC	Shares	8.3KSH	$576.5K
41	Fifth Third Wealth Advisors LLC	Shares	8.1KSH	$559.1K
42	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	8.0KSH	$552.8K
43	DAVENPORT & Co LLC	Shares	7.9KSH	$547.7K
44	Apella Capital, LLC	Shares	7.5KSH	$529.9K
45	SALZHAUER MICHAEL	Shares	7.2KSH	$498.2K
46	Versant Capital Management, Inc	Shares	6.8KSH	$472.5K
47	DIVERSIFIED MANAGEMENT INC	Shares	6.6KSH	$458.2K
48	Blue Trust, Inc.	Shares	6.5KSH	$447.2K
49	MassMutual Private Wealth & Trust, FSB	Shares	6.1KSH	$425.1K
50	JOHNSON INVESTMENT COUNSEL INC	Shares	5.1KSH	$355.4K

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

50 / 131 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-19.4K	+$5.0M	$36.3M
2	Arbejdsmarkedets Tillaegspension trimmed	Shares	-6.9K	+$4.7M	$30.7M
3	Vest Financial, LLC added	Shares	+31.4K	+$3.3M	$8.7M
4	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+1.1K	+$2.5M	$14.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.8K	+$1.8M	$5.6M
6	Sequoia Financial Advisors, LLC added	Shares	+9.8K	+$1.7M	$6.9M
7	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+232	+$1.4M	$8.4M
8	Crossmark Global Holdings, Inc. added	Shares	+18.8K	+$1.4M	$1.9M
9	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+17.8K	+$1.4M	$2.0M
10	Y-Intercept (Hong Kong) Ltd added	Shares	+10.0K	+$1.2M	$3.8M
11	Covea Finance added	Shares	+8.3K	+$1.2M	$4.3M
12	Curat Global, LLC added	Shares	+1.1K	+$1.2M	$1.2M
13	Oak Thistle LLC new	Shares	+16.0K	+$1.1M	$1.1M
14	Diversified Trust Co added	Shares	+13.0K	+$1.0M	$1.8M
15	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+1.4K	+$1.0M	$5.4M
16	Police & Firemen's Retirement System of New Jersey added	Shares	+3.4K	+$964.3K	$4.6M
17	Louisiana State Employees Retirement System added	Shares	+200	+$509.0K	$3.0M
18	SIERRA SUMMIT ADVISORS LLC added	Shares	+536	+$444.0K	$2.5M
19	Global Financial Private Client, LLC added	Shares	+597	+$384.6K	$2.1M
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.4K	+$363.3K	$989.6K
21	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.8K	+$337.3K	$3.0M
22	Blackhawk Capital Partners, LLC added	Shares	+3.8K	+$334.3K	$681.0K
23	Merit Financial Group, LLC added	Shares	+2.0K	+$263.8K	$876.2K
24	Ironwood Financial, llc unchanged	Shares	0	+$262.0K	$1.4M
25	FLYWHEEL PRIVATE WEALTH LLC unchanged	Shares	0	+$260.3K	$1.6M
26	GAMMA Investing LLC added	Shares	+1.5K	+$236.6K	$891.2K
27	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+1.4K	+$232.6K	$892.2K
28	Physician Wealth Advisors, Inc. trimmed	Shares	-413	+$231.3K	$1.5M
29	Arista Wealth Management, LLC new	Shares	+3.3K	+$229.7K	$229.7K
30	Everhart Financial Group, Inc. new	Shares	+3.2K	+$224.4K	$224.4K
31	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$221.1K	$1.3M
32	Interchange Capital Partners, LLC new	Shares	+3.1K	+$214.1K	$214.1K
33	Wedmont Private Capital added	Shares	+1.1K	+$212.0K	$1.0M
34	FORTEM FINANCIAL GROUP, LLC new	Shares	+3.0K	+$207.6K	$207.6K
35	Aaron Wealth Advisors LLC added	Shares	+1.9K	+$203.2K	$576.5K
36	Arlington Financial Advisors, LLC new	Shares	+2.9K	+$200.9K	$200.9K
37	Farther Finance Advisors, LLC trimmed	Shares	-167	+$190.6K	$1.3M
38	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$190.2K	$1.1M
39	SECURIAN ASSET MANAGEMENT, INC added	Shares	+7	+$159.9K	$787.0K
40	D.A. DAVIDSON & CO. trimmed	Shares	-492	+$133.9K	$970.8K
41	Versant Capital Management, Inc added	Shares	+497	+$107.7K	$472.5K
42	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+60	+$105.1K	$607.9K
43	DAVENPORT & Co LLC added	Shares	+16	+$92.5K	$547.7K
44	Fifth Third Wealth Advisors LLC trimmed	Shares	-63	+$89.9K	$559.1K
45	SALZHAUER MICHAEL unchanged	Shares	0	+$83.3K	$498.2K
46	Essex LLC added	Shares	+400	+$81.6K	$350.1K
47	Avior Wealth Management, LLC trimmed	Shares	-1.0K	+$81.5K	$832.1K
48	Blue Trust, Inc. trimmed	Shares	-136	+$66.9K	$447.2K
49	Apella Capital, LLC added	Shares	+26	+$61.1K	$529.9K
50	JOHNSON INVESTMENT COUNSEL INC added	Shares	+22	+$60.7K	$355.4K

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