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
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 5,113 | 292.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 5,107 | 323.9K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 5,043 | 290.6K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 5,041 | 288.7K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 5,013 | 288.8K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 4,925 | 282.1K $ | 0.25 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 4,923 | 282K $ | 0.19 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 4,920 | 281.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 4,739 | 271.4K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 4,737 | 300.4K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 4,628 | 266.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 4,490 | 258.7K $ | 0.13 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 4,389 | 252.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 4,288 | 247.1K $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4,278 | 271.3K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,202 | 240.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 4,132 | 238.1K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 4,120 | 261.3K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,082 | 235.2K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 4,054 | 233.6K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 4,010 | 231.1K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| LSV Global Value Fund ADVISORS' INNER CIRCLE FUND | 4,000 | 253.7K $ | 0.24 % | as of Apr 30, 2026 ↗ |
| Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 3,831 | 219.4K $ | 0.39 % | as of Feb 28, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 3,827 | 242.7K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Energy Resilience Portfolio GLENMEDE FUND INC | 3,700 | 234.7K $ | 1.67 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 3,678 | 211.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,566 | 205.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 3,534 | 203.6K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 3,407 | 195.2K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 3,395 | 194.5K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 3,365 | 193.9K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,332 | 192K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 3,331 | 191.9K $ | 0.20 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 3,272 | 207.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,174 | 182.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 3,139 | 180.9K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 3,104 | 178.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 3,100 | 178.6K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,064 | 194.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,049 | 193.4K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,733 | 157.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 2,720 | 155.8K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 2,650 | 152.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 2,445 | 155.1K $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 2,395 | 138K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 2,373 | 136.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 2,369 | 136.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 2,291 | 145.3K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 2,230 | 141.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 2,214 | 127.6K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,207 | 127.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,130 | 122.7K $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 2,128 | 122.6K $ | 0.21 % | as of Mar 31, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 2,101 | 121.1K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 2,092 | 120.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 2,025 | 128.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 2,019 | 128K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 1,988 | 114.5K $ | 0.38 % | as of Mar 31, 2026 ↗ |
| MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III | 1,900 | 109.5K $ | 1.55 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 1,862 | 106.7K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| WisdomTree Global High Dividend Fund WisdomTree Trust | 1,861 | 107.2K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,836 | 105.2K $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 1,828 | 104.7K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,771 | 102K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 1,763 | 101.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 1,704 | 98.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 1,636 | 94.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 1,490 | 94.5K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST | 1,485 | 85.1K $ | 0.75 % | as of Feb 28, 2026 ↗ |
| M Large Cap Value Fund M FUND INC | 1,400 | 80.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 1,385 | 87.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 1,381 | 79.6K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 1,337 | 77K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 1,307 | 75.3K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Series Funds | 1,275 | 73.5K $ | 1.04 % | as of Mar 31, 2026 ↗ |
| Northern Trust US Equity ETF Northern Funds | 1,227 | 70.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 1,209 | 69.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 1,183 | 75K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,169 | 67.4K $ | 0.14 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,168 | 67.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,138 | 65.6K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 1,117 | 64.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 1,057 | 67K $ | 0.84 % | as of Apr 30, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 1,041 | 60K $ | 1.04 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 1,039 | 59.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Steward Large Cap Value Fund Steward Funds Inc | 1,000 | 63.4K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 927 | 53.4K $ | 0.54 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 903 | 52K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 883 | 50.6K $ | 0.15 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 858 | 49.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 851 | 54K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 810 | 51.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 775 | 49.2K $ | 0.35 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 775 | 44.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 760 | 43.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 734 | 42K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 704 | 40.6K $ | 1.01 % | as of Mar 31, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 700 | 40.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 689 | 43.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 686 | 39.5K $ | 0.01 % | as of Mar 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 | 4.55 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 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.
| 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 |
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.
Cite this page
Titelia. "Fund shareholders of Zions Bancorp NA". https://titelia.com/en/stocks/zions-bancorp-na-US9897011071