Funds holding Zions Bancorp NA
436 funds declare a position · 121 ETFs and 315 other funds · 3.2B $ · US9897011071
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 4,879,847 | 281.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,674,184 | 269.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,409,997 | 196.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 2,476,682 | 142.7M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,171,477 | 125.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,826,796 | 105.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,631,104 | 103.4M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,647,973 | 95M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| FMI Common Stock Fund FMI Funds Inc | 1,385,000 | 79.8M $ | 4.55 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,140,924 | 72.4M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,189,191 | 68.5M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 1,120,179 | 64.2M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 984,492 | 56.7M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 851,789 | 54M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 828,833 | 52.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 807,777 | 46.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 708,009 | 44.9M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 777,536 | 44.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 749,973 | 43.2M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 721,195 | 41.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 572,155 | 36.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 537,160 | 34.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 549,479 | 31.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 458,873 | 29.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 402,164 | 25.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 441,000 | 25.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 385,778 | 24.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 398,743 | 22.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 373,763 | 21.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 306,757 | 19.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 300,305 | 19M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 327,444 | 18.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 269,231 | 17.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 261,363 | 16.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 284,587 | 16.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 281,387 | 16.2M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 276,642 | 15.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 274,727 | 15.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 246,628 | 14.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 221,270 | 14M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 235,552 | 13.5M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 232,371 | 13.4M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 227,343 | 13.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 224,753 | 12.9M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 218,597 | 12.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 212,941 | 12.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 208,777 | 12M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 207,021 | 11.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 207,528 | 11.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 176,230 | 11.2M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 189,997 | 10.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 156,437 | 9M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 154,086 | 8.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 151,509 | 8.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 148,986 | 8.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 134,100 | 8.5M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 132,839 | 8.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 127,213 | 8.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Select Banking Portfolio Fidelity Select Portfolios | 139,700 | 8M $ | 1.77 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 125,542 | 8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 134,193 | 7.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 116,800 | 7.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 123,108 | 7.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 121,567 | 7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 110,333 | 7M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 121,028 | 7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 121,629 | 7M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 108,490 | 6.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity Alternatives Fund Fidelity Rutland Square Trust II | 117,975 | 6.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 104,621 | 6.6M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 114,794 | 6.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Financial Industries Fund John Hancock Investment Trust II | 104,036 | 6.6M $ | 2.45 % | as of Apr 30, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 104,000 | 6.6M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 114,000 | 6.6M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 112,752 | 6.5M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 100,000 | 6.3M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 109,272 | 6.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 108,869 | 6.2M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 105,528 | 6.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 91,502 | 5.8M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 97,892 | 5.6M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 96,800 | 5.6M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 96,994 | 5.6M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 86,842 | 5.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 94,198 | 5.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 92,820 | 5.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 84,078 | 5.3M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 89,512 | 5.2M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 88,902 | 5.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 79,944 | 5.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 87,688 | 5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 78,145 | 5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 86,200 | 4.9M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 85,173 | 4.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 84,290 | 4.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 76,086 | 4.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 83,133 | 4.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 82,303 | 4.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 73,730 | 4.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 73,706 | 4.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |