Public record / Tickers / ZM

ZM — Zoom Communications, Inc.

Both disclosure regimes on one name: who in Congress filed about ZM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
23
all PTR rows naming ZM
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
07-08
filed 2025-07-08
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Marie Newman · $50.0K–$100K

Sale · traded 2021-06-18 → filed 2021-07-09. Ranked over every ZM row by the provable lower bound, never a point estimate.

No member disclosed ZM in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

8 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ZM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ZM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-07-08Robert P. Bresnahan, Jr. R–PA-8SaleTraded 06-25 +13d$1K–$15K
2025-07-08Robert P. Bresnahan, Jr. R–PA-8SaleTraded 06-06 +32d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 03-04 +23d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 02-25 +30d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in ZM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed ZM in the trailing 12 months.

Congress ↔ notable managers · ZM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ZOOM COMMUNICATIONS INC

Merged timeline of congressional filings and notable-manager moves on ZM
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−16,754 sh
2026-05-15Bridgewater Associates 13Fexit−116,808 sh
2026-05-15Moore Capital Management 13Fexit−17,428 sh
2026-05-14Caxton Associates 13Fexit−10,512 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ZM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$924M1
4AQR CAPITAL MANAGEMENT LLC$662M1
5STATE STREET CORP$629M1
6FMR LLC$616M1
7GEODE CAPITAL MANAGEMENT, LLC$426M1
8CITADEL ADVISORS LLC$340M1
9Alyeska Investment Group, L.P.$252M1
10FIL Ltd$227M1
11Robeco Institutional Asset Management B.V.$218M1
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$214M1
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$209M1
14RENAISSANCE TECHNOLOGIES LLC$198M1
15DIMENSIONAL FUND ADVISORS LP$189M1
16Legal & General Group Plc$163M1
17Allianz Asset Management GmbH$160M1
18CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$157M1
19NORTHERN TRUST CORP$143M1
20BANK OF AMERICA CORP /DE/$142M1
21VANGUARD FIDUCIARY TRUST CO$132M1
22MORGAN STANLEY$127M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$115M1
24UBS Group AG$114M1
25Bank of New York Mellon Corp$113M1
26FIRST TRUST ADVISORS LP$110M1
27Atreides Management, LP$106M1
28PRIMECAP MANAGEMENT CO/CA/$100M1
29Comprehensive Financial Management LLC$94.2M1
30PANAGORA ASSET MANAGEMENT INC$91.8M1
31DEUTSCHE BANK AG\$87.4M1
32Quantinno Capital Management LP$83.5M1
33Invesco Ltd.$83.4M1
34Rubric Capital Management LP$80.5M1
35WORLDQUANT MILLENNIUM ADVISORS LLC$77.0M1
36Altshuler Shaham Ltd$73.2M1
37NORDEA INVESTMENT MANAGEMENT AB$68.0M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$63.8M1
39SUSQUEHANNA INTERNATIONAL GROUP, LLP$61.1M1
40Retirement Systems of Alabama$61.0M1
41Swiss National Bank$59.8M1
42National Pension Service$57.3M1
43RAYMOND JAMES FINANCIAL INC$57.2M1
44D. E. Shaw & Co., Inc.$56.7M1
45Amundi$52.8M1
46MILLENNIUM MANAGEMENT LLC$52.5M1
47Point72 Asset Management, L.P.$48.8M1
48LMR Partners LLP$48.2M1
49Qube Research & Technologies Ltd$48.1M1
50PRUDENTIAL FINANCIAL INC$48.0M1
51SEIZERT CAPITAL PARTNERS, LLC$46.6M1
52SEI INVESTMENTS CO$46.5M1
53JACOBS LEVY EQUITY MANAGEMENT, INC$43.1M1
54Junto Capital Management LP$42.8M1
55BNP Paribas Asset Management Holding S.A.$39.2M1
56VANGUARD ASSET MANAGEMENT, Ltd$36.5M1
57Assenagon Asset Management S.A.$36.0M1
58IEQ CAPITAL, LLC$34.6M1
59Nuveen, LLC$34.1M1
60KLP KAPITALFORVALTNING AS$33.2M1
61PFA Pension, Forsikringsaktieselskab$31.7M1
62HSBC HOLDINGS PLC$30.5M1
63MASSACHUSETTS FINANCIAL SERVICES CO /MA/$30.1M1
64Grantham, Mayo, Van Otterloo & Co. LLC$29.9M1
65STOREBRAND ASSET MANAGEMENT AS$29.3M1
66Vinva Investment Management Ltd$29.1M1
67FRANKLIN RESOURCES INC$28.8M1
68TD ASSET MANAGEMENT INC$28.6M1
69TEACHER RETIREMENT SYSTEM OF TEXAS$28.1M1
70Arbejdsmarkedets Tillaegspension$26.8M1
71Ghisallo Capital Management LLC$26.1M1
72Empowered Funds, LLC$24.6M1
73ALLIANCEBERNSTEIN L.P.$23.5M1
74FEDERATED HERMES, INC.$22.9M1
75AMERICAN CENTURY COMPANIES INC$21.8M1
76Mitsubishi UFJ Asset Management Co., Ltd.$21.5M1
77CITIGROUP INC$21.2M1
78TWO SIGMA INVESTMENTS, LP$21.0M1
79Aberdeen Group plc$20.7M1
80Gotham Asset Management, LLC$18.7M1
81Schonfeld Strategic Advisors LLC$18.6M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.4M1
83ROYAL BANK OF CANADA$18.4M1
84Benchstone Capital Management LP$18.3M1
85Universal- Beteiligungs- und Servicegesellschaft mbH$18.3M1
86Korea Investment CORP$18.2M1
87Cerity Partners LLC$17.8M1
88AVIVA PLC$17.5M1
89Rockefeller Capital Management L.P.$17.2M1
90Man Group plc$17.1M1
91CWM, LLC$16.6M1
92MERCER GLOBAL ADVISORS INC /ADV$16.2M1
93ZACKS INVESTMENT MANAGEMENT$16.2M1
94Mariner, LLC$16.0M1
95Illinois Municipal Retirement Fund$15.7M1
96STATE OF MICHIGAN RETIREMENT SYSTEM$15.3M1
97Oribel Capital Management, LP$15.2M1
98Eurizon Capital SGR S.p.A.$15.2M1
99Zurich Insurance Group Ltd/FI$14.7M1
100Polar Capital Holdings Plc$14.4M1
101PEAK6 LLC$14.1M1
102Aware Super Pty Ltd as trustee of Aware Super$13.8M1
103NEW YORK STATE COMMON RETIREMENT FUND$13.7M1
104Clearstead Advisors, LLC$13.6M1
105Allspring Global Investments Holdings, LLC$13.2M1
106United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$13.2M1
107Distillate Capital Partners LLC$13.0M1
108Nishkama Capital, LLC$12.7M1
109APG Asset Management N.V.$12.6M1
110Meridiem Capital Partners LP$12.4M1
111ExodusPoint Capital Management, LP$12.4M1
112Walleye Capital LLC$12.2M1
113SEB Asset Management AB$11.8M1
114FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$11.6M1
115ROYAL LONDON ASSET MANAGEMENT LTD$11.4M1
116Vanguard Global Advisers, LLC$11.3M1
117BANQUE PICTET & CIE SA$10.9M1
118DANSKE BANK A/S$10.9M1
119MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$10.8M1
120Beacon Pointe Advisors, LLC$10.7M1
121WELLS FARGO & COMPANY/MN$10.7M1
122STATE OF WISCONSIN INVESTMENT BOARD$10.6M1
123Swedbank AB$10.6M1
124FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$10.4M1
125Vanguard Investments Australia, Ltd.$10.2M1
126Creative Planning$9.7M1
127LPL Financial LLC$9.6M1
128Asset Management One Co., Ltd.$9.6M1
129Focus Partners Wealth$9.5M1
130BLAIR WILLIAM & CO/IL$9.1M1
131WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.8M1
132Moran Wealth Management, LLC$8.7M1
133JANE STREET GROUP, LLC$8.6M1
134Avory & Company, LLC$8.6M1
135Tredje AP-fonden$8.3M1
136IMC-Chicago, LLC$8.1M1
137ENVESTNET ASSET MANAGEMENT INC$8.1M1
138Pictet Asset Management Holding SA$8.0M1
139Hidden Lake Asset Management LP$7.8M1
140Jain Global LLC$7.7M1
141Resona Asset Management Co.,Ltd.$7.6M1
142XTX Topco Ltd$7.5M1
143L2 Asset Management, LLC$7.1M1
144CWA Asset Management Group, LLC$7.0M1
145NATIONAL BANK OF CANADA /FI/$6.9M1
146State of New Jersey Common Pension Fund D$6.9M1
147ARDSLEY ADVISORY PARTNERS LP$6.7M1
148NOMURA ASSET MANAGEMENT CO LTD$6.6M1
149Lansforsakringar Fondforvaltning AB (publ)$6.6M1
150Mudita Advisors LLP$6.3M1
151BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.2M1
152Investment Management Corp of Ontario$6.2M1
153Zurcher Kantonalbank (Zurich Cantonalbank)$6.2M1
154MYDA Advisors LLC$6.0M1
155Havemeyer Place LP$5.8M1
156Hudson Capital Management LLC$5.8M1
157MACKENZIE FINANCIAL CORP$5.7M1
158Caption Management, LLC$5.7M1
159Arizona State Retirement System$5.5M1
160Walleye Trading LLC$5.5M1
161Dana Investment Advisors, Inc.$5.5M1
162OSSIAM$5.4M1
163Corient Private Wealth LLC$5.3M1
164PRINCIPAL FINANCIAL GROUP INC$5.1M1
165CANADA PENSION PLAN INVESTMENT BOARD$5.1M1
166HighTower Advisors, LLC$5.0M1
167NISSAY ASSET MANAGEMENT CORP /JAPAN$4.9M1
168Ensign Peak Advisors, Inc$4.5M1
169DnB Asset Management AS$4.4M1
170USS Investment Management Ltd$4.4M1
171IFM Investors Pty Ltd$4.3M1
172LBP AM SA$4.3M1
173Thrive Capital Management, LLC$4.0M1
174Lane Generational LLC$3.9M1
175Baker Avenue Asset Management, LP$3.9M1
176Elo Mutual Pension Insurance Co$3.8M1
177Silver Lake Advisory, LLC$3.8M1
178Kerrisdale Advisers, LLC$3.8M1
179Connor, Clark & Lunn Investment Management Ltd.$3.7M1
180MACQUARIE GROUP LTD$3.6M1
181Daiwa Securities Group Inc.$3.6M1
182GRIMES & Co WEALTH MANAGEMENT, LLC$3.5M1
183Utah Retirement Systems$3.5M1
184Crossmark Global Holdings, Inc.$3.4M1
185CREDIT AGRICOLE S A$3.4M1
186Federation des caisses Desjardins du Quebec$3.4M1
187QRG CAPITAL MANAGEMENT, INC.$3.2M1
188BW Gestao de Investimentos Ltda.$3.2M1
189Family Manage LLC$3.2M1
190Oxbow Advisors, LLC$3.1M1
191Cetera Investment Advisers$3.0M1
192Heron Bay Capital Management$3.0M1
193J. Goldman & Co LP$2.9M1
194Delta Global Management LP$2.9M1
195XPONANCE LLC$2.9M1
196BOOTHBAY FUND MANAGEMENT, LLC$2.9M1
197Tidal Investments LLC$2.8M1
198BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.8M1
199Atom Investors LP$2.8M1
200Vontobel Holding Ltd.$2.8M1
201TORONTO DOMINION BANK$2.7M1
202Edgestream Partners, L.P.$2.7M1
203Ashton Thomas Private Wealth, LLC$2.7M1
204Accurate Wealth Management, LLC$2.6M1
205Mirae Asset Global Investments Co., Ltd.$2.5M1
206CenterBook Partners LP$2.5M1
207Apella Capital, LLC$2.5M1
208VOYA INVESTMENT MANAGEMENT LLC$2.4M1
209Merit Financial Group, LLC$2.4M1
210Swiss Life Asset Management Ltd$2.4M1
211Peak Asset Management, LLC$2.4M1
212SCHRODER INVESTMENT MANAGEMENT GROUP$2.3M1
213Cresset Asset Management, LLC$2.3M1
214LAZARD ASSET MANAGEMENT LLC$2.3M1
215Regal Investment Advisors LLC$2.2M1
216RB Capital Management, LLC$2.2M1
217Summit Trail Advisors, LLC$2.2M1
218BALYASNY ASSET MANAGEMENT L.P.$2.2M1
219Janus Henderson Group Ltd.$2.1M1
220Vanguard Personalized Indexing Management, LLC$2.1M1
221Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M1
222Massar Capital Management, LP$2.1M1
223Quinn Opportunity Partners LLC$2.1M1
224Yelin Lapidot Holdings Management Ltd.$2.1M1
225OP Asset Management Ltd$2.0M1
226SummitTX Capital, L.P.$2.0M1
227Greenhaven Road Investment Management, L.P.$2.0M1
228Phoenix Financial Ltd.$2.0M1
229Dai-ichi Life Insurance Company, Ltd$2.0M1
230Strategic Global Advisors, LLC$1.9M1
231STIFEL FINANCIAL CORP$1.9M1
232Rakuten Investment Management, Inc.$1.9M1
233Pallas Capital Advisors LLC$1.9M1
234Focus Partners Advisor Solutions, LLC$1.9M1
235BANK OF NOVA SCOTIA$1.9M1
236Brevan Howard Capital Management LP$1.9M1
237Caprock Group, LLC$1.8M1
238Board of the Pension Protection Fund$1.8M1
239Engineers Gate Manager LP$1.8M1
240OSAIC HOLDINGS, INC.$1.8M1
241CGN Advisors LLC$1.8M1
242Convergence Investment Partners, LLC$1.7M1
243Verdad Advisers, LP$1.7M1
244PICTON MAHONEY ASSET MANAGEMENT$1.7M1
245Collar Capital Management, LLC$1.7M1
246Circle Wealth Management, LLC$1.7M1
247O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M1
248Virtus Investment Advisers, LLC$1.6M1
249COMMONWEALTH EQUITY SERVICES, LLC$1.5M1
250Fideuram Asset Management (Ireland) dac$1.5M1
251KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.5M1
252WELLINGTON MANAGEMENT GROUP LLP$1.5M1
253Avanza Fonder AB$1.5M1
254Chicago Partners Investment Group LLC$1.5M1
255Manatuck Hill Partners, LLC$1.4M1
256EASTERLY INVESTMENT PARTNERS LLC$1.4M1
257MML INVESTORS SERVICES, LLC$1.4M1
258Diversified Trust Co$1.4M1
259North Dakota State Investment Board$1.4M1
260Archon Capital Management LLC$1.4M1
261Centiva Capital, LP$1.3M1
262Cannon Global Investment Management, LLC$1.3M1
263Northwest & Ethical Investments L.P.$1.3M1
264ALPS ADVISORS INC$1.3M1
265Harrington Investments, INC$1.3M1
266Inscription Capital, LLC$1.2M1
267Sanctuary Advisors, LLC$1.2M1
268MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.2M1
269NORTHSTAR ASSET MANAGEMENT INC$1.2M1
270CSS LLC/IL$1.2M1
271Allworth Financial LP$1.2M1
272Camelot Portfolios, LLC$1.1M1
273Sivia Capital Partners, LLC$1.1M1
274NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.1M1
275Krilogy Financial LLC$1.1M1
276Encompass More Asset Management$1.1M1
277Aaron Wealth Advisors LLC$1.1M1
278NorthCrest Asset Manangement, LLC$1.0M1
279Maryland State Retirement & Pension System$1.0M1
280OMERS ADMINISTRATION Corp$1.0M1
281FIFTH THIRD BANCORP$1.0M1
282denkapparat Operations GmbH$1.0M1
283CIBC Asset Management Inc$1.0M1
284Rehmann Capital Advisory Group$1.0M1
285NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.0M1
286BANK OF MONTREAL /CAN/$989K1
287Grant Private Wealth Management Inc$989K1
288CIBC Bancorp USA Inc.$969K1
289EVOKE WEALTH, LLC$961K1
290Candriam S.C.A.$960K1
291AFFINITY INVESTMENT ADVISORS, LLC$952K1
292EVOLVE PRIVATE WEALTH, LLC$941K1
293Bull Harbor Capital LLC$939K1
294Pathstone Holdings, LLC$934K1
295NewEdge Advisors, LLC$933K1
296Wealthfront Advisers LLC$925K1
297Marex Group Ltd$915K1
298Kestra Investment Management, LLC$910K1
299Perpetual Ltd$885K1
300Kera Capital Partners, Inc.$884K1
301NOMURA HOLDINGS INC$870K1
302Wynn Capital, LLC$845K1
303Credit Capital Investments LLC$844K1
304Osmosis Investment Management UK Ltd$842K1
305GLOBALT Investments LLC / GA$822K1
306Sequoia Financial Advisors, LLC$822K1
307WINNACLE WEALTH LLC$809K1
308TOKIO MARINE ASSET MANAGEMENT CO LTD$807K1
309MEITAV INVESTMENT HOUSE LTD$804K1
310Perigon Wealth Management, LLC$803K1
311Woodline Partners LP$798K1
312Vident Advisory, LLC$781K1
313J. Safra Sarasin Holding AG$773K1
314Qtron Investments LLC$752K1
315TRUIST FINANCIAL CORP$746K1
316NATIXIS$742K1
317GUGGENHEIM CAPITAL LLC$735K1
318E. Ohman J:or Asset Management AB$728K1
319Banque Cantonale Vaudoise$727K1
320State of Wyoming$720K1
321Brookstone Capital Management$700K1
322ABN AMRO INVESTMENT SOLUTIONS$694K1
323Siemens Fonds Invest GmbH$691K1
324PROFUND ADVISORS LLC$685K1
325OPPENHEIMER & CO INC$665K1
326Fieldview Capital Management, LLC$664K1
327Compound Planning, Inc.$658K1
328Synergy Financial Group, LTD$658K1
329ASR Vermogensbeheer N.V.$657K1
330RITHOLTZ WEALTH MANAGEMENT$645K1
331SORA INVESTORS LLC$643K1
332Talon Private Wealth, LLC$641K1
333MOKAN Wealth Management Inc.$638K1
334LECAP ASSET MANAGEMENT LTD$637K1
335WESTPAC BANKING CORP$607K1
336Vectors Research Management, LLC$607K1
3373Chopt Investment Partners, LLC$592K1
338Twin Tree Management, LP$591K1
339Rafferty Asset Management, LLC$590K1
340Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$589K1
341Savant Capital, LLC$583K1
342Everhart Financial Group, Inc.$575K1
343DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$573K1
344MISSION WEALTH MANAGEMENT, LP$563K1
345Lombard Odier Asset Management (Switzerland) SA$562K1
346CHOREO, LLC$555K1
347Alta Wealth Advisors LLC$553K1
348Arax Advisory Partners$552K1
349Essex Financial Services, Inc.$551K1
350EVERGREEN CAPITAL MANAGEMENT LLC$551K1
351Perbak Capital Partners LLP$551K1
352Verition Fund Management LLC$551K1
353WADDELL & ASSOCIATES, LLC$527K1
354HUB Investment Partners, LLC$521K1
355Waverly Advisors, LLC$519K1
356Bank Pictet & Cie (Europe) AG$517K1
357Bridgefront Capital, LLC$517K1
358Graham Capital Management, L.P.$510K1
359HB Wealth Management, LLC$507K1
360EARNED WEALTH ADVISORS, LLC$494K1
361ABS Direct Equity Fund LLC$490K1
362Watershed Asset Management, L.L.C.$484K1
363PAR CAPITAL MANAGEMENT INC$482K1
364Whalen Wealth Management Inc.$481K1
365Baader Bank Aktiengesellschaft$478K1
366M&T BANK CORP$473K1
367Y-Intercept (Hong Kong) Ltd$467K1
368Leonteq Securities AG$462K1
369LEIGH BALDWIN & CO., LLC$461K1
370US BANCORP \DE\$461K1
371Private Advisor Group, LLC$458K1
372DC Investments Management, LLC$454K1
373Kestra Advisory Services, LLC$450K1
374Hunting Hill Global Capital, LLC$447K1
375CIBC WORLD MARKET INC.$442K1
376Machina Capital S.A.S.$432K1
377Parcion Private Wealth LLC$431K1
378Capula Management Ltd$423K1
379Parallax Volatility Advisers, L.P.$423K1
380Resonant Capital Advisors, LLC$423K1
381Caerus Investment Advisors, LLC$418K1
382DIVERSIFY WEALTH MANAGEMENT, LLC$417K1
383KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$414K1
384Pinnacle Financial Partners, Inc.$413K1
385Oakmont Advisory Group, LLC$407K1
386Vise Technologies, Inc.$406K1
387VIRTUS ADVISERS, LLC$394K1
388COURIER CAPITAL LLC$393K1
389GATEWAY INVESTMENT ADVISERS LLC$382K1
390KESTRA PRIVATE WEALTH SERVICES, LLC$381K1
391UNITED CAPITAL FINANCIAL ADVISORS, LLC$371K1
392MIRABELLA FINANCIAL SERVICES LLP$371K1
393GenTrust, LLC$370K1
394Abundance Wealth Counselors$369K1
395SYM FINANCIAL Corp$366K1
396TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$364K1
397BAM Wealth Management, LLC$361K1
398SILVER OAK SECURITIES, INCORPORATED$361K1
399EP Wealth Advisors, LLC$356K1
400PRINCIPAL SECURITIES, INC.$353K1
401&PARTNERS$353K1
402POINCIANA ADVISORS GROUP, LLC$346K1
403Curi Capital, LLC$344K1
404Ahara Advisors LLC$344K1
405Optas, LLC$344K1
406Rothschild Wealth LLC$342K1
407UniSuper Management Pty Ltd$338K1
408Sunstone Asset Management, L.P.$338K1
409AlphaCore Capital LLC$338K1
410waypoint wealth counsel$337K1
411CAPSTONE INVESTMENT ADVISORS, LLC$332K1
412Allegiance Financial Group Advisory Services LLC$331K1
413SIGNATUREFD, LLC$331K1
414JACKSON THORNTON WEALTH MANAGEMENT, LLC$330K1
415Harbour Capital Advisors, LLC$329K1
416Aptus Capital Advisors, LLC$329K1
417ACADIAN ASSET MANAGEMENT LLC$317K1
418PINNACLE ASSOCIATES LTD$309K1
419MARATHON CAPITAL MANAGEMENT$306K1
420Avondale Wealth Management$305K1
421NORTHWEST WEALTH MANAGEMENT, LLC$298K1
422SCOTIA CAPITAL INC.$296K1
423Savvy Advisors, Inc.$294K1
424CHILDRESS CAPITAL ADVISORS, LLC$290K1
425Wedmont Private Capital$288K1
426National Philanthropic Trust$285K1
427Americana Partners, LLC$284K1
428Atria Investments, Inc$282K1
429Kathmere Capital Management, LLC$271K1
430Metis Global Partners, LLC$269K1
431Graetz Wealth LLC$268K1
432Linden Thomas Advisory Services, LLC$268K1
433Menard Financial Group LLC$267K1
434PRUDENTIAL PLC$264K1
435MGO ONE SEVEN LLC$263K1
436LVW Advisors, LLC$257K1
437Oak Thistle LLC$257K1
438Aprio Wealth Management, LLC$252K1
439INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$248K1
440Alphadyne Asset Management LP$248K1
441DRW Securities, LLC$242K1
442McGlone Suttner Wealth Management, Inc.$236K1
443Modern Wealth Management, LLC$235K1
444Investment Research Partners LLC$231K1
445PFG Investments, LLC$230K1
446New Age Alpha Advisors, LLC$227K1
447Callan Family Office, LLC$226K1
448Livforsakringsbolaget Skandia, Omsesidigt$225K1
449RIVERSEDGE ADVISORS, LLC$216K1
450Larson Financial Group LLC$215K1
451Cambria Investment Management, L.P.$213K1
452Urban Wealth Management, LLC$210K1
453Ascent Group, LLC$210K1
454Facet Wealth, Inc.$208K1
455Midwest Financial Group LLC$208K1
456DAYMARK WEALTH PARTNERS, LLC$206K1
457BEESE FULMER INVESTMENT MANAGEMENT, INC.$204K1
458Empirical Asset Management, LLC$204K1
459Envestnet Portfolio Solutions, Inc.$203K1
460INSPIRION WEALTH ADVISORS, LLC$201K1
461QTR Family Wealth, LLC$201K1
462True Wealth Design, LLC$189K1
463MAI Capital Management$167K1
464Steward Partners Investment Advisory, LLC$167K1
465Aster Capital Management (DIFC) Ltd$164K1
466Smartleaf Asset Management LLC$160K1
467ASSETMARK, INC$141K1
468Quarry LP$125K1
469Keating Financial Advisory Services, Inc.$123K1
470SUMITOMO MITSUI FINANCIAL GROUP, INC.$102K1
471KBC Group NV$95.9K1
472SJS Investment Consulting Inc.$82.6K1
473Bank Julius Baer & Co. Ltd, Zurich$82.2K1
474HighMark Wealth Management LLC$78.1K1
475EDMOND DE ROTHSCHILD HOLDING S.A.$73.2K1
476Blue Trust, Inc.$69.1K1
477Rakuten Securities, Inc.$62.5K1
478HM PAYSON & CO$55.8K1
479S-Bank Fund Management Ltd$55.2K1
480Triumph Capital Management$49.0K1
481STANCE CAPITAL LLC$48.2K1
482DekaBank Deutsche Girozentrale$43.5K1
483Financial Perspectives, Inc$38.3K1
484REAP Financial Group, LLC$37.0K1
485TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$37.0K1
486CVA Family Office, LLC$35.8K1
487Deseret Mutual Benefit Administrators$35.7K1
488Compagnie Lombard Odier SCmA$32.2K1
489WealthCollab, LLC$31.7K1
490Activest Wealth Management$28.9K1
491TD Waterhouse Canada Inc.$26.2K1
492Transamerica Financial Advisors, LLC$24.8K1
493Advocate Investing Services LLC$24.5K1
494PFS Partners, LLC$24.1K1
495Twin Lakes Capital Management, LLC$24.0K1
496Treasurer of the State of North Carolina$22.4K1
497BELLEVUE ASSET MANAGEMENT, LLC$20.9K1
498EFG International AG$20.5K1
499Raleigh Capital Management Inc.$20.3K1
500Geneos Wealth Management Inc.$20.2K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ZM

RETAINED WINDOW · ACTIVE HITS

Zero hits on ZM in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ZM · financials and macro

Financials — as filed PLANNED

ZM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ZM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing