Fund shareholders of Zions Bancorp NA
ISIN US9897011071 · United States · LEI 8WH0EE09O9V05QJZ3V89
- Fund shareholders
- 439
- Of which ETFs
- 120 319 other funds
- Value held
- ≈ 3.8B $ 3.8B $ · 21.6M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 21,454 | 1.5M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 21,315 | 1.5M $ | 0.29 % | as of Jul 31, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 21,218 | 1.5M $ | 2.49 % | as of Jul 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 19,408 | 1.3M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust | 19,344 | 1.3M $ | 0.41 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 19,329 | 1.3M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 19,304 | 1.3M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 19,278 | 1.2M $ | 0.28 % | as of May 31, 2026 ↗ |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 19,047 | 1.3M $ | 0.76 % | as of Jun 30, 2026 ↗ |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 19,000 | 1.3M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 18,991 | 1.3M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 18,821 | 1.3M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 18,819 | 1.3M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 18,787 | 1.2M $ | 0.15 % | as of May 31, 2026 ↗ |
| Vaughan Nelson Mid Cap Fund Natixis Funds Trust II | 18,630 | 1.3M $ | 0.53 % | as of Jun 30, 2026 ↗ |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 17,984 | 1.2M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,665 | 1.2M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 17,400 | 1.2M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 17,153 | 1.2M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 16,939 | 1.2M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Nomura VIP Opportunity Series Delaware VIP Trust | 16,840 | 1.2M $ | 1.34 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 16,741 | 1.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 16,737 | 1.2M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 16,589 | 1.1M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 16,167 | 1.1M $ | 0.29 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 15,985 | 1.1M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 15,815 | 1.1M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 15,794 | 1.1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 15,453 | 1.1M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 15,187 | 1.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 15,097 | 1.1M $ | 0.81 % | as of Jul 31, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 14,230 | 991.8K $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 14,168 | 884.8K $ | 0.63 % | as of May 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 13,540 | 936.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 13,426 | 935.8K $ | 0.33 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,861 | 889.9K $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 12,612 | 872.6K $ | 0.43 % | as of Jun 30, 2026 ↗ |
| Thompson MidCap Fund Thompson IM Funds, Inc. | 12,585 | 785.9K $ | 1.27 % | as of May 31, 2026 ↗ |
| GuideMark Large Cap Core Fund GPS Funds I | 12,315 | 852.1K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,165 | 759.7K $ | 0.01 % | as of May 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 12,101 | 755.7K $ | 0.01 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 11,948 | 826.7K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 11,864 | 820.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 11,775 | 814.7K $ | 0.25 % | as of Jun 30, 2026 ↗ |
| First Trust Dividend Strength ETF First Trust Exchange-Traded Fund | 11,688 | 808.7K $ | 2.20 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 11,651 | 812.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| AB US High Dividend ETF AB Active ETFs, Inc. | 11,551 | 721.4K $ | 0.38 % | as of May 31, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 11,273 | 780K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,100 | 693.2K $ | 0.11 % | as of May 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,022 | 762.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 10,898 | 680.6K $ | 0.10 % | as of May 31, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 10,890 | 753.5K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 10,877 | 758.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 10,848 | 750.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 | 10,800 | 752.8K $ | 0.39 % | as of Jul 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 10,500 | 726.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 10,151 | 702.3K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 9,815 | 679.1K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Systematic Core Fund VALIC Co I | 9,535 | 595.5K $ | 0.09 % | as of May 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 9,529 | 664.2K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 9,503 | 657.5K $ | 0.35 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 9,446 | 653.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,366 | 652.8K $ | 0.29 % | as of Jul 31, 2026 ↗ |
| Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 9,340 | 646.2K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 9,201 | 636.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 9,000 | 622.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 8,947 | 619K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 8,866 | 553.7K $ | 0.07 % | as of May 31, 2026 ↗ |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 8,862 | 613.2K $ | 0.76 % | as of Jun 30, 2026 ↗ |
| Spectrum Fund Meeder Funds | 8,840 | 611.6K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 8,838 | 551.9K $ | 0.04 % | as of May 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 8,828 | 551.3K $ | 0.07 % | as of May 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 8,713 | 544.1K $ | 0.08 % | as of May 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 8,571 | 535.3K $ | 0.04 % | as of May 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,343 | 577.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 8,100 | 564.6K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 8,076 | 558.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 7,929 | 548.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 7,558 | 472K $ | 0.12 % | as of May 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,496 | 518.6K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 7,376 | 460.6K $ | 0.05 % | as of May 31, 2026 ↗ |
| VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 7,273 | 506.9K $ | 0.18 % | as of Jul 31, 2026 ↗ |
| LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND | 7,200 | 501.8K $ | 0.29 % | as of Jul 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 7,200 | 449.6K $ | 0.18 % | as of May 29, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,142 | 446K $ | 0.03 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,042 | 487.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 6,887 | 480K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,709 | 464.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 6,669 | 464.8K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,545 | 452.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 6,475 | 451.3K $ | 0.23 % | as of Jul 31, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 6,419 | 447.4K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 6,372 | 440.9K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 6,341 | 442K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 6,308 | 439.7K $ | 0.16 % | as of Jul 31, 2026 ↗ |
| MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II | 6,200 | 429K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 6,122 | 423.6K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 5,862 | 366.1K $ | 0.05 % | as of May 31, 2026 ↗ |
| Fidelity Equity Market Neutral Fund Fidelity Greenwood Street Trust | 5,518 | 384.6K $ | 1.90 % | as of Jul 31, 2026 ↗ |
| Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust | 5,506 | 383.8K $ | 0.72 % | as of Jul 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| FMI Common Stock Fund FMI Funds Inc | 4.90 % | as of Jun 30, 2026 ↗ |
| Easterly Snow Small Cap Value Fund James Alpha Funds Trust | 3.82 % | as of May 31, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 2.70 % | as of Jun 30, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 2.49 % | as of Jul 31, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 2.32 % | as of Jul 31, 2026 ↗ |
| First Trust Dividend Strength ETF First Trust Exchange-Traded Fund | 2.20 % | as of Jun 30, 2026 ↗ |
| Infrastructure Capital Equity Income ETF Series Portfolios Trust | 2.19 % | as of May 31, 2026 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 2.18 % | as of Jul 31, 2026 ↗ |
| Fidelity Equity Market Neutral Fund Fidelity Greenwood Street Trust | 1.90 % | as of Jul 31, 2026 ↗ |
| Select Banking Portfolio Fidelity Select Portfolios | 1.83 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 438 | +2 | 55,554,569 | +2.2 % |
| 2026Q2 | 436 | +18 | 54,367,814 | -0.5 % |
| 2026Q1 | 418 | -8 | 54,623,680 | -4.3 % |
| 2025Q4 | 426 | -9 | 57,085,474 | -2.4 % |
| 2025Q3 | 435 | -2 | 58,512,042 | -5.1 % |
| 2025Q2 | 437 | +18 | 61,644,305 | -0.4 % |
| 2025Q1 | 419 | +3 | 61,897,441 | +1.0 % |
| 2024Q4 | 416 | +14 | 61,261,616 | +0.9 % |
| 2024Q3 | 402 | -22 | 60,718,244 | -0.3 % |
| 2024Q2 | 424 | -88 | 60,927,039 | -3.9 % |
| 2024Q1 | 512 | -7 | 63,415,723 | -4.8 % |
| 2023Q4 | 519 | 66,623,246 |
Institutional managers
553 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 14,020,532 | 807.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 7,477,126 | 430.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 5,883,024 | 339M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 3,910,279 | 225.3K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,059,666 | 176.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,033,897 | 174.9M $ | as of Mar 31, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | 2,787,957 | 160.6M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,594,137 | 149.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,244,698 | 127.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 2,185,343 | 125.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,938,054 | 111.7M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,917,826 | 110.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,492,703 | 86M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,473,500 | 84.9M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 1,423,947 | 82M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,407,257 | 81.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,382,844 | 79.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,314,134 | 75.7M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 1,242,578 | 71.6M $ | as of Mar 31, 2026 |
| MACKENZIE FINANCIAL CORP | 1,238,094 | 71.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,161,452 | 66.9M $ | as of Mar 31, 2026 |
| FIL Ltd | 1,122,403 | 64.7M $ | as of Mar 31, 2026 |
| Freestone Grove Partners LP | 1,040,108 | 59.9M $ | as of Mar 31, 2026 |
| FMR LLC | 941,582 | 54.3M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 807,539 | 46.5M $ | as of Mar 31, 2026 |
Declared shareholders of Zions Bancorp NA
There are 3 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 7.40 % | 10,893,105 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.25 % | 7,735,821 | as of Mar 31, 2026 · SCHEDULE 13G |
| The Vanguard Group | 0.00 % | 0 | as of Mar 13, 2026 · SCHEDULE 13G |
Funds holding the debt of Zions Bancorp NA
157 funds declare 244 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.
Cite this page
Titelia. "Fund shareholders of Zions Bancorp NA". https://titelia.com/en/stocks/zions-bancorp-na-US9897011071