Titelia

Fund shareholders of Zions Bancorp NA

ISIN US9897011071 · United States · LEI 8WH0EE09O9V05QJZ3V89

Fund shareholders
437
Of which ETFs
121 316 other funds
Value held
3.2B $ 21.6M SEK
FundSharesValueWeight in fund
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 75,5994.3M $0.63 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 73,7304.7M $0.04 %as of Apr 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 73,7064.7M $0.21 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 71,4274.1M $0.01 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 68,6764M $0.26 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 68,6104M $0.26 %as of Mar 31, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 65,8003.8M $0.52 %as of Mar 31, 2026 ↗
Victory Value Fund Victory Portfolios III 65,6164.2M $0.29 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 64,9703.7M $0.44 %as of Feb 28, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 64,9393.7M $1.07 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 64,6303.7M $1.15 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 60,6173.8M $0.04 %as of Apr 30, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 59,4773.4M $0.29 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 59,3663.8M $0.27 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 58,9823.7M $0.03 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 57,3303.6M $0.18 %as of Apr 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 56,4863.6M $0.27 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 56,3833.6M $0.28 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 55,9193.5M $0.07 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 55,6613.2M $0.26 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 55,5293.5M $0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 54,9883.5M $0.03 %as of Apr 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 54,9003.5M $0.56 %as of Apr 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 54,7123.2M $0.73 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 54,3003.1M $0.18 %as of Mar 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 53,8693.1M $1.06 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 53,7953.1M $0.12 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 52,4453M $0.26 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 52,3653M $0.21 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 52,1783M $2.47 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 51,9093.3M $0.14 %as of Apr 30, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 51,6083M $0.21 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 51,5663M $0.07 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 51,2653M $0.33 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 51,0833.2M $0.38 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 51,0002.9M $0.11 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 50,7653.2M $0.03 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 50,2472.9M $0.26 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 50,1102.9M $0.26 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 49,6373.1M $0.06 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 49,3352.8M $0.34 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 47,2583M $0.23 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 47,1123M $0.01 %as of Apr 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 46,9932.7M $0.62 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 45,9202.6M $0.05 %as of Feb 28, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 45,5002.9M $0.68 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 44,5002.5M $0.29 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 44,2152.5M $0.08 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 44,1132.8M $0.14 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 44,0932.8M $0.01 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 43,1862.5M $0.27 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 40,5042.3M $0.52 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 39,9192.3M $0.01 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 39,4062.5M $0.11 %as of Apr 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 39,40021.6M SEK0.08 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 38,6002.2M $0.19 %as of Feb 28, 2026 ↗
Tweedy, Browne Insider + Value ETF RBB Fund Trust 37,8772.2M $0.73 %as of Feb 28, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 37,6532.2M $0.16 %as of Mar 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 37,1642.1M $0.83 %as of Feb 28, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 36,0002.1M $0.07 %as of Mar 31, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 35,9362.1M $1.08 %as of Mar 31, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 33,5891.9M $2.05 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 33,2872.1M $0.02 %as of Apr 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 33,2671.9M $0.27 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 33,0882.1M $0.35 %as of Apr 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 33,0791.9M $0.25 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 32,7951.9M $0.08 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 32,7791.9M $0.02 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 32,0311.8M $0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 31,4531.8M $0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 29,7291.9M $0.29 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 28,8241.7M $0.11 %as of Feb 28, 2026 ↗
Easterly Snow Small Cap Value Fund James Alpha Funds Trust 28,6791.6M $3.85 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 27,8561.8M $0.07 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 27,2581.7M $0.09 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 27,2011.6M $0.26 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 26,1911.5M $0.18 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,8161.5M $0.01 %as of Feb 28, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 25,8151.6M $0.51 %as of Apr 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 25,8001.5M $0.55 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 25,3261.6M $0.07 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 25,2331.5M $0.12 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 25,1961.5M $0.08 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 25,0271.4M $0.11 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 24,9881.6M $0.26 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 24,6521.4M $0.08 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 23,5891.4M $0.17 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 23,5631.3M $0.00 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 23,5511.5M $0.05 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 23,5271.4M $0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 23,3701.3M $0.18 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 23,2841.3M $0.26 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,0001.3M $0.11 %as of Feb 28, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 22,9511.5M $0.03 %as of Apr 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 22,6891.4M $0.72 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 22,5761.3M $0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 22,4811.4M $0.27 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 22,4001.4M $0.11 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 22,1571.3M $0.03 %as of Mar 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 21,5331.4M $0.19 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
FMI Common Stock Fund FMI Funds Inc 4.55 %as of Mar 31, 2026 ↗
Easterly Snow Small Cap Value Fund James Alpha Funds Trust 3.85 %as of Feb 28, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 2.47 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 2.45 %as of Apr 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 2.18 %as of Apr 30, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 2.05 %as of Feb 28, 2026 ↗
First Trust Dividend Strength ETF First Trust Exchange-Traded Fund 1.89 %as of Mar 31, 2026 ↗
Fidelity Equity Market Neutral Fund Fidelity Greenwood Street Trust 1.84 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 1.77 %as of Feb 28, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 1.69 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2436+1854,367,814-0.5 %
2026Q1418-854,623,680-4.3 %
2025Q4426-957,085,474-2.4 %
2025Q3435-258,512,042-5.1 %
2025Q2437+1861,644,305-0.4 %
2025Q1419+361,897,441+1.0 %
2024Q4416+1461,261,616+0.9 %
2024Q3402-2260,718,244-0.3 %
2024Q2424-8860,927,039-3.9 %
2024Q1512-763,415,723-4.8 %
2023Q451966,623,246

Institutional managers

553 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.14,020,532807.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP7,477,126430.8M $as of Mar 31, 2026
STATE STREET CORP5,883,024339M $as of Mar 31, 2026
LSV ASSET MANAGEMENT3,910,279225.3K $as of Mar 31, 2026
MORGAN STANLEY3,059,666176.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,033,897174.9M $as of Mar 31, 2026
FIDUCIARY MANAGEMENT INC /WI/2,787,957160.6M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.2,594,137149.5M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC2,244,698127.9M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP2,185,343125.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,938,054111.7M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,917,826110.5M $as of Mar 31, 2026
Invesco Ltd.1,492,70386M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,473,50084.9M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,423,94782M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,407,25781.1M $as of Mar 31, 2026
NORTHERN TRUST CORP1,382,84479.7M $as of Mar 31, 2026
Bank of New York Mellon Corp1,314,13475.7M $as of Mar 31, 2026
Quantinno Capital Management LP1,242,57871.6M $as of Mar 31, 2026
MACKENZIE FINANCIAL CORP1,238,09471.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,161,45266.9M $as of Mar 31, 2026
FIL Ltd1,122,40364.7M $as of Mar 31, 2026
Freestone Grove Partners LP1,040,10859.9M $as of Mar 31, 2026
FMR LLC941,58254.3M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE807,53946.5M $as of Mar 31, 2026

Declared shareholders of Zions Bancorp NA

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 7.40 %10,893,105as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.25 %7,735,821as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Zions Bancorp NA

148 funds declare 222 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND334.2M $as of Mar 31, 2026
Lord Abbett Ultra Short Bond Fund133.3M $as of Feb 28, 2026
LORD ABBETT BOND DEBENTURE FUND INC231.3M $as of Mar 31, 2026
Invesco Ultra Short Duration ETF217.9M $as of Apr 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND216.1M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND115.1M $as of Feb 28, 2026
First Trust Enhanced Short Maturity ETF114.9M $as of Apr 30, 2026
Invesco Conservative Income Fund213.6M $as of Feb 28, 2026
College Retirement Equities Fund - Responsible Balanced Account112.1M $as of Mar 31, 2026
Nuveen Core Impact Bond Fund112.1M $as of Mar 31, 2026
MOA CORE BOND FUND111.1M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND210M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF29.7M $as of Mar 31, 2026
Thompson Bond Fund18.6M $as of Feb 28, 2026
American Century Diversified Corporate Bond ETF38.5M $as of Feb 28, 2026
Intermediate Bond Fund of America18M $as of Feb 28, 2026
First Trust Core Investment Grade ETF28M $as of Apr 30, 2026
Nomura Corporate Bond Fund17.9M $as of Apr 30, 2026
Invesco Corporate Bond Fund37.3M $as of Feb 28, 2026
First Trust Limited Duration Investment Grade Corporate ETF27M $as of Apr 30, 2026
Short Duration Strategic Income Fund26.8M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF46.5M $as of Mar 31, 2026
BlackRock Strategic Income Opportunities Portfolio16.2M $as of Mar 31, 2026
CTIVP - American Century Diversified Bond Fund16.1M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF45.9M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Zions Bancorp NA". https://titelia.com/en/stocks/zions-bancorp-na-US9897011071