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 | |
|---|---|---|---|---|
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 771 | 53.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 760 | 52.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 760 | 47.5K $ | 0.02 % | as of May 29, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 713 | 44.5K $ | 0.14 % | as of May 31, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 700 | 48.4K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 689 | 48K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 686 | 47.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 625 | 43.2K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 615 | 42.6K $ | 0.95 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 602 | 41.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Series Funds | 590 | 40.8K $ | 0.56 % | as of Jun 30, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Variable Trust | 588 | 40.7K $ | 0.56 % | as of Jun 30, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 541 | 37.4K $ | 0.31 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 540 | 37.6K $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Mid Cap Value ETF Fidelity Covington Trust | 476 | 32.9K $ | 0.62 % | as of Jun 30, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 431 | 29.8K $ | 0.32 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 428 | 29.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 413 | 28.6K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 358 | 24.8K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Disciplined U.S. Value Equity Portfolio GLENMEDE FUND INC | 335 | 23.3K $ | 0.85 % | as of Jul 31, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 280 | 19.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 265 | 18.3K $ | 0.67 % | as of Jun 30, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 263 | 16.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 242 | 16.7K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 233 | 16.1K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 218 | 15.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 210 | 14.6K $ | 0.54 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 209 | 14.5K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 198 | 12.4K $ | 0.37 % | as of May 29, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 140 | 9.7K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 133 | 9.3K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 130 | 8.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 123 | 8.5K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 115 | 8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 115 | 8K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 109 | 7.5K $ | 0.22 % | as of Jun 30, 2026 ↗ |
| State Farm Growth Fund Advisers Investment Trust | 100 | 6.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 49 | 3.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 40 | 2.8K $ | 0.00 % | 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