Public record / Tickers / ZS

ZS — Zscaler, Inc.

Both disclosure regimes on one name: who in Congress filed about ZS, 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
4
all PTR rows naming ZS
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-13
filed 2025-02-13
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

Daniel S. Goldman · $15.0K–$50.0K

Sale · traded 2023-04-10 → filed 2023-05-19. Ranked over every ZS row by the provable lower bound, never a point estimate.

No member disclosed ZS 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.

2 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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ZS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ZS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$15K–$50K
2021-09-23Thomas R. Suozzi D–NY-3SaleTraded 01-06 LATE·260d$15K–$50K
2021-09-23Thomas R. Suozzi D–NY-3PurchaseTraded 2020-12-11 LATE·286d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in ZS

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

No member disclosed ZS in the trailing 12 months.

Congress ↔ notable managers · ZS

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
1 Gotham Asset Management $10.2M held
Trimming
1 Bridgewater Associates $0 held

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

Merged timeline of congressional filings and notable-manager moves on ZS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+68,017 sh
2026-05-15Bridgewater Associates 13Fexit−5,518 sh

2 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

Top institutional holders of ZS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.2B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$832M1
3VANGUARD CAPITAL MANAGEMENT LLC$654M1
4FIRST TRUST ADVISORS LP$494M1
5STATE STREET CORP$335M1
6AMERICAN CENTURY COMPANIES INC$335M1
7FMR LLC$307M1
8GEODE CAPITAL MANAGEMENT, LLC$292M1
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$276M1
10Pictet Asset Management Holding SA$269M1
11TIGER GLOBAL MANAGEMENT LLC$222M1
12VICTORY CAPITAL MANAGEMENT INC$218M1
13UBS Group AG$198M1
14MORGAN STANLEY$180M1
15TWO SIGMA INVESTMENTS, LP$165M1
16AQR CAPITAL MANAGEMENT LLC$142M1
17Amundi$141M1
18Invesco Ltd.$131M1
19WELLINGTON MANAGEMENT GROUP LLP$125M1
20BANK OF AMERICA CORP /DE/$109M1
21NORTHERN TRUST CORP$96.6M1
22Squarepoint Ops LLC$94.9M1
23BARCLAYS PLC$93.9M1
24VANGUARD FIDUCIARY TRUST CO$91.1M1
25Legal & General Group Plc$87.9M1
26Janus Henderson Group Ltd.$76.0M1
27CITIGROUP INC$74.7M1
28CHARLES SCHWAB INVESTMENT MANAGEMENT INC$71.9M1
29CITADEL ADVISORS LLC$71.7M1
30MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$71.1M1
31Bank of New York Mellon Corp$69.4M1
32Champlain Investment Partners, LLC$61.6M1
33SEB Asset Management AB$60.0M1
34WESTFIELD CAPITAL MANAGEMENT CO LP$60.0M1
35VOLORIDGE INVESTMENT MANAGEMENT, LLC$60.0M1
36DEUTSCHE BANK AG\$59.2M1
37CANADA PENSION PLAN INVESTMENT BOARD$55.6M1
38AMERIPRISE FINANCIAL INC$55.1M1
39Artisan Partners Limited Partnership$54.0M1
40Nuveen, LLC$50.3M1
41VOYA INVESTMENT MANAGEMENT LLC$49.7M1
42MILLENNIUM MANAGEMENT LLC$47.0M1
43NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$43.0M1
44Swiss National Bank$42.7M1
45JACOBS LEVY EQUITY MANAGEMENT, INC$41.6M1
46ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$40.8M1
47JANE STREET GROUP, LLC$40.6M1
48Ensign Peak Advisors, Inc$38.7M1
49Eurizon Capital SGR S.p.A.$38.4M1
50RAYMOND JAMES FINANCIAL INC$38.0M1
51Candriam S.C.A.$35.6M1
52BANK OF MONTREAL /CAN/$35.2M1
53DIMENSIONAL FUND ADVISORS LP$34.2M1
54SUSQUEHANNA INTERNATIONAL GROUP, LLP$33.7M1
55Sumitomo Mitsui Trust Group, Inc.$33.7M1
56RENAISSANCE TECHNOLOGIES LLC$32.3M1
57NICHOLAS COMPANY, INC.$32.0M1
58WORLDQUANT MILLENNIUM ADVISORS LLC$31.8M1
59Vident Advisory, LLC$29.1M1
60TD ASSET MANAGEMENT INC$29.1M1
61ProShare Advisors LLC$28.7M1
62WELLS FARGO & COMPANY/MN$28.5M1
63ShawSpring Partners LLC$28.1M1
64PANAGORA ASSET MANAGEMENT INC$27.7M1
65JIA INVESTMENT ALLIANCE PTE. LTD.$26.8M1
66ROYAL BANK OF CANADA$26.5M1
67National Pension Service$25.5M1
68Assenagon Asset Management S.A.$25.4M1
69Man Group plc$24.9M1
70Robeco Institutional Asset Management B.V.$24.4M1
71BAMCO INC /NY/$24.3M1
72HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$24.2M1
73VANGUARD ASSET MANAGEMENT, Ltd$23.8M1
74CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$23.5M1
75BNP Paribas Asset Management Holding S.A.$23.4M1
76SCHRODER INVESTMENT MANAGEMENT GROUP$23.4M1
77STIFEL FINANCIAL CORP$23.2M1
78RHUMBLINE ADVISERS$22.9M1
79Zurcher Kantonalbank (Zurich Cantonalbank)$22.7M1
80Creative Planning$22.5M1
81NOMURA ASSET MANAGEMENT CO LTD$22.1M1
82Connor, Clark & Lunn Investment Management Ltd.$19.9M1
83CIBC Bancorp USA Inc.$19.6M1
84Y-Intercept (Hong Kong) Ltd$19.2M1
85J. Safra Sarasin Holding AG$18.4M1
86FEDERATED HERMES, INC.$18.3M1
87Mitsubishi UFJ Asset Management Co., Ltd.$18.1M1
88Cresset Asset Management, LLC$17.9M1
89Vontobel Holding Ltd.$16.9M1
90LPL Financial LLC$16.6M1
91Walleye Capital LLC$16.2M1
92CREDIT AGRICOLE S A$16.0M1
93Trexquant Investment LP$15.2M1
94HSBC HOLDINGS PLC$15.1M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$14.7M1
96Optimus Prime Fund Management Co., Ltd.$14.6M1
97TD Waterhouse Canada Inc.$14.3M1
98SEI INVESTMENTS CO$14.3M1
99Fisher Asset Management, LLC$14.3M1
100FRANKLIN RESOURCES INC$14.1M1
101Asset Management One Co., Ltd.$14.1M1
102LBP AM SA$13.6M1
103Intesa Sanpaolo S.p.A.$13.3M1
104OFI INVEST ASSET MANAGEMENT$12.5M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$12.4M1
106AVIVA PLC$12.2M1
107Korea Investment CORP$12.0M1
108NEOS Investment Management LLC$11.8M1
109KEYBANK NATIONAL ASSOCIATION/OH$11.2M1
110PINNACLE ASSOCIATES LTD$10.7M1
111Rafferty Asset Management, LLC$10.5M1
112Gotham Asset Management, LLC$10.2M1
113Danica Pension, Livsforsikringsaktieselskab$10.1M1
114Mirae Asset Global Investments Co., Ltd.$9.8M1
115NORDEA INVESTMENT MANAGEMENT AB$9.7M1
116ALLIANCEBERNSTEIN L.P.$9.6M1
117DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$9.6M1
118D. E. Shaw & Co., Inc.$9.6M1
119Aberdeen Group plc$9.4M1
120MARATHON CAPITAL MANAGEMENT$9.3M1
121Focus Partners Wealth$9.1M1
122COMMONWEALTH EQUITY SERVICES, LLC$8.6M1
123Sequoia Financial Advisors, LLC$8.6M1
124Mitsubishi UFJ Trust & Banking Corp$8.5M1
125PEAK6 LLC$8.3M1
126Quadrature Capital Ltd$8.2M1
127GUGGENHEIM CAPITAL LLC$8.1M1
128HighTower Advisors, LLC$7.9M1
129M&G Plc$7.9M1
130DANSKE BANK A/S$7.8M1
131NOMURA HOLDINGS INC$7.7M1
132Verition Fund Management LLC$7.6M1
133STATE OF WISCONSIN INVESTMENT BOARD$7.6M1
134NEW YORK STATE COMMON RETIREMENT FUND$7.5M1
135IMC-Chicago, LLC$7.5M1
136ROYAL LONDON ASSET MANAGEMENT LTD$7.3M1
137FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$7.3M1
138Vanguard Investments Australia, Ltd.$7.2M1
139RPG Investment Advisory, LLC$7.2M1
140LaFleur & Godfrey LLC$7.2M1
141Vanguard Global Advisers, LLC$7.1M1
142ENVESTNET ASSET MANAGEMENT INC$7.1M1
143Quantinno Capital Management LP$7.0M1
144APG Asset Management N.V.$6.9M1
145Andra AP-fonden$6.8M1
146Curi Capital, LLC$6.8M1
147NATIONAL BANK OF CANADA /FI/$6.1M1
148Tredje AP-fonden$6.1M1
149MML INVESTORS SERVICES, LLC$5.8M1
150Holocene Advisors, LP$5.7M1
151PUBLIC SECTOR PENSION INVESTMENT BOARD$5.6M1
152Rockefeller Capital Management L.P.$5.5M1
153Baird Financial Group, Inc.$5.5M1
154OSAIC HOLDINGS, INC.$5.5M1
155NORTH STAR ASSET MANAGEMENT INC$5.5M1
156SCOTIA CAPITAL INC.$5.4M1
157Leonteq Securities AG$5.4M1
158KLP KAPITALFORVALTNING AS$5.3M1
159Cetera Investment Advisers$5.3M1
160NISSAY ASSET MANAGEMENT CORP /JAPAN$5.3M1
161Private Advisor Group, LLC$5.1M1
162Allianz Asset Management GmbH$5.1M1
163ARCADIA INVESTMENT MANAGEMENT CORP/MI$5.0M1
164Rakuten Investment Management, Inc.$5.0M1
165Swedbank AB$5.0M1
166CIBC Asset Management Inc$4.9M1
167State of New Jersey Common Pension Fund D$4.9M1
168Mizuho Markets Cayman LP$4.9M1
169Jain Global LLC$4.8M1
170FRONTIER CAPITAL MANAGEMENT CO LLC$4.8M1
171STOREBRAND ASSET MANAGEMENT AS$4.8M1
172Lansforsakringar Fondforvaltning AB (publ)$4.8M1
173Illinois Municipal Retirement Fund$4.7M1
174BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$4.7M1
175BW Gestao de Investimentos Ltda.$4.6M1
176Resona Asset Management Co.,Ltd.$4.6M1
177FORA Capital, LLC$4.5M1
178Corient Private Wealth LLC$4.4M1
179EFG International AG$4.4M1
180Clare Market Investments LLC$4.3M1
181Qsemble Capital Management, LP$4.1M1
182PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.1M1
183Arizona State Retirement System$4.0M1
184OLD NATIONAL BANCORP /IN/$3.9M1
185SIMPLEX TRADING, LLC$3.9M1
186HOWE & RUSLING INC$3.9M1
187Secure Asset Management, LLC$3.8M1
188Daiwa Securities Group Inc.$3.7M1
189Federation des caisses Desjardins du Quebec$3.6M1
190PRINCETON CAPITAL MANAGEMENT LLC$3.5M1
191EXCHANGE TRADED CONCEPTS, LLC$3.3M1
192XPONANCE LLC$3.3M1
193KORNITZER CAPITAL MANAGEMENT INC /KS$3.2M1
194US BANCORP \DE\$3.1M1
195Mediolanum International Funds Ltd$3.1M1
196IFM Investors Pty Ltd$3.0M1
197DnB Asset Management AS$3.0M1
198Swiss Life Asset Management Ltd$3.0M1
199NLB Skladi, upravljanje premozenja, d.o.o.$3.0M1
200WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
201IQ EQ FUND MANAGEMENT (IRELAND) Ltd$3.0M1
202OAK RIDGE INVESTMENTS LLC$3.0M1
203Sanctuary Advisors, LLC$2.9M1
204AZZAD ASSET MANAGEMENT INC /ADV$2.8M1
205BANK OF NOVA SCOTIA$2.8M1
206OCCUDO QUANTITATIVE STRATEGIES LP$2.7M1
207Graham Capital Management, L.P.$2.7M1
208USS Investment Management Ltd$2.7M1
209LMCG INVESTMENTS, LLC$2.6M1
210TORONTO DOMINION BANK$2.6M1
211XTX Topco Ltd$2.6M1
212SHELTON CAPITAL MANAGEMENT$2.5M1
213INDEPENDENT FINANCIAL GROUP, LLC$2.5M1
214Beacon Pointe Advisors, LLC$2.4M1
215Emissary Wealth LLC$2.4M1
216Kestra Advisory Services, LLC$2.3M1
217Banque Cantonale Vaudoise$2.3M1
218Utah Retirement Systems$2.3M1
219NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.2M1
220ALPS ADVISORS INC$2.1M1
221Linden Thomas Advisory Services, LLC$2.1M1
222BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.0M1
223First Washington CORP$1.9M1
224MACKENZIE FINANCIAL CORP$1.9M1
225Y.D. More Investments Ltd$1.9M1
226ASR Vermogensbeheer N.V.$1.9M1
227SouthState Bank Corp$1.8M1
228Tidal Investments LLC$1.8M1
229Equitable Holdings, Inc.$1.7M1
230Independent Solutions Wealth Management, LLC$1.7M1
231Sterling Investment Advisors, Ltd.$1.7M1
232Cerity Partners LLC$1.6M1
233Pathstone Holdings, LLC$1.6M1
234AG2R LA MONDIALE GESTION D'ACTIFS$1.6M1
235ESSEX INVESTMENT MANAGEMENT CO LLC$1.6M1
236COMMERCE BANK$1.6M1
237NATIXIS$1.6M1
238Engineers Gate Manager LP$1.6M1
239CWM, LLC$1.5M1
240OP Asset Management Ltd$1.5M1
241EDMOND DE ROTHSCHILD HOLDING S.A.$1.5M1
242Sumitomo Mitsui DS Asset Management Company, Ltd$1.5M1
243PROFUND ADVISORS LLC$1.4M1
244BENJAMIN EDWARDS INC$1.4M1
245PRUDENTIAL PLC$1.4M1
246Slow Capital, Inc.$1.4M1
247Vanguard Personalized Indexing Management, LLC$1.4M1
248NANO CAP NEW MILLENNIUM GROWTH FUND L P$1.4M1
249Broderick Brian C$1.4M1
250SALEM INVESTMENT COUNSELORS INC$1.4M1
251Quantbot Technologies LP$1.4M1
252Voleon Capital Management LP$1.4M1
253Inspire Investing, LLC$1.3M1
254BROWN ADVISORY INC$1.3M1
255Prospera Financial Services Inc$1.3M1
256Marex Group Ltd$1.3M1
257180 WEALTH ADVISORS, LLC$1.3M1
258TRUIST FINANCIAL CORP$1.3M1
259Alaethes Wealth, LLC$1.3M1
260Saba Capital Management, L.P.$1.3M1
261MACQUARIE GROUP LTD$1.3M1
262Summit Trail Advisors, LLC$1.2M1
263Sepio Capital, LP$1.2M1
264OAK ASSOCIATES LTD /OH/$1.2M1
265KESTRA PRIVATE WEALTH SERVICES, LLC$1.2M1
266Knollwood Investment Advisory, LLC$1.2M1
267Krane Funds Advisors LLC$1.2M1
268Malaga Cove Capital, LLC$1.2M1
269MAI Capital Management$1.2M1
270Woodline Partners LP$1.2M1
271Atlantic Union Bankshares Corp$1.2M1
272BloombergSen Inc.$1.1M1
273MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.1M1
274Norway Savings Bank$1.1M1
275Kovack Advisors, Inc.$1.1M1
276Strategic Advisors LLC$1.1M1
277INSPIRION WEALTH ADVISORS, LLC$1.1M1
278COMPASS CAPITAL CORP /MA/ /ADV$1.1M1
279Triumph Capital Management$1.1M1
280Investment Management Corp of Ontario$1.0M1
281Diversified Trust Co$1.0M1
282Wealthfront Advisers LLC$1.0M1
283Cache Advisors, LLC$1.0M1
284Tower Research Capital LLC (TRC)$999K1
285Leelyn Smith, LLC$994K1
286Odyssean, LLC$991K1
287Migdal Insurance & Financial Holdings Ltd.$982K1
288AXQ CAPITAL, LP$976K1
289Lido Advisors, LLC$970K1
290FOUNDATIONS INVESTMENT ADVISORS, LLC$953K1
291PRINCIPAL FINANCIAL GROUP INC$948K1
292B. Metzler seel. Sohn & Co. AG$944K1
293Sterling Capital Management LLC$938K1
294Stratos Wealth Partners, LTD.$932K1
295Ethic Inc.$928K1
296Avanza Fonder AB$909K1
297Jacobi Capital Management LLC$906K1
298Optiver Holding B.V.$905K1
299MERCER GLOBAL ADVISORS INC /ADV$897K1
300Hennion & Walsh Asset Management, Inc.$896K1
301Prosperity Financial Group, Inc.$879K1
302MISSION WEALTH MANAGEMENT, LP$871K1
303MetLife Investment Management, LLC$862K1
304CIBC WORLD MARKET INC.$855K1
305Geneos Wealth Management Inc.$852K1
306SBI Securities Co., Ltd.$849K1
307Shay Capital LLC$842K1
308Norinchukin Bank, The$839K1
309Bank Julius Baer & Co. Ltd, Zurich$827K1
310Ameritas Investment Partners, Inc.$815K1
311IRONWOOD INVESTMENT MANAGEMENT LLC$813K1
312TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$812K1
313Synergy Financial Group, LTD$798K1
314FIFTH THIRD BANCORP$783K1
315BOOTHBAY FUND MANAGEMENT, LLC$780K1
316PKO Investment Management Joint-Stock Co$772K1
317EVERGREEN CAPITAL MANAGEMENT LLC$753K1
318OPPENHEIMER & CO INC$753K1
319PARAGON CAPITAL MANAGEMENT INC$740K1
320SLT Holdings LLC$734K1
321Sentinel Dome Partners, LLC$730K1
322E Fund Management Co., Ltd.$720K1
323Krilogy Financial LLC$708K1
324TLWM$707K1
325Maryland State Retirement & Pension System$694K1
326Meiji Yasuda Life Insurance Co$692K1
327WD RUTHERFORD LLC$682K1
328GUERRA PAN ADVISORS, LLC$679K1
329Oak Thistle LLC$673K1
330Worthington Financial Partners, LLC$672K1
331OMERS ADMINISTRATION Corp$671K1
332Vise Technologies, Inc.$662K1
333Dai-ichi Life Insurance Company, Ltd$659K1
334TOKIO MARINE ASSET MANAGEMENT CO LTD$656K1
335TWO SIGMA SECURITIES, LLC$651K1
336ABN AMRO INVESTMENT SOLUTIONS$649K1
337KRS Capital Management, LLC$645K1
338Machina Capital S.A.S.$634K1
339WESTPORT ASSET MANAGEMENT INC$631K1
340OSSIAM$628K1
341ING GROEP NV$627K1
342Kepler Cheuvreux (Suisse) SA$625K1
343Bricktown Capital, LLC$617K1
344Numerai GP LLC$606K1
345Legacy Capital Group California, Inc.$605K1
346HARMONY ASSET MANAGEMENT LLC$604K1
347NewEdge Advisors, LLC$602K1
348Hillsdale Investment Management Inc.$589K1
349Brevan Howard Capital Management LP$588K1
350E. Ohman J:or Asset Management AB$568K1
351NFSG Corp$563K1
352Eagle Strategies LLC$558K1
353O'SHAUGHNESSY ASSET MANAGEMENT, LLC$556K1
354Sienna Gestion$553K1
355Mariner, LLC$552K1
356Legal Advantage Investments, Inc.$544K1
357Saudi Central Bank$537K1
358Steward Partners Investment Advisory, LLC$533K1
359Sunstone Asset Management, L.P.$527K1
360BAILARD, INC.$519K1
361DB Fitzpatrick & Co, Inc$517K1
362Shepherd Financial Partners LLC$515K1
363Osmosis Investment Management UK Ltd$504K1
364Centiva Capital, LP$498K1
365INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$495K1
366Rare Wolf Capital LLC$491K1
367FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$486K1
368Apollon Wealth Management, LLC$477K1
369FLAGSHIP HARBOR ADVISORS, LLC$475K1
370DC Investments Management, LLC$468K1
371Allworth Financial LP$466K1
372StoneX Group Inc.$460K1
373PRELUDE CAPITAL MANAGEMENT, LLC$447K1
374Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$445K1
375Merit Financial Group, LLC$444K1
376WINTON GROUP Ltd$438K1
377Empowered Funds, LLC$427K1
378Koshinski Asset Management, Inc.$426K1
379EVENTIDE ASSET MANAGEMENT, LLC$423K1
380MBM WEALTH CONSULTANTS, LLC$417K1
381Perpetual Ltd$415K1
382UNITED CAPITAL FINANCIAL ADVISORS, LLC$408K1
383North Dakota State Investment Board$405K1
384nVerses Capital, LLC$404K1
385CAPSTONE INVESTMENT ADVISORS, LLC$401K1
386M&T BANK CORP$395K1
387Havemeyer Place LP$394K1
388HB Wealth Management, LLC$384K1
389Green Alpha Advisors, LLC$383K1
390JAMISON PRIVATE WEALTH MANAGEMENT, INC.$380K1
391J.W. COLE ADVISORS, INC.$375K1
392WOLVERINE ASSET MANAGEMENT LLC$374K1
393ICICI Prudential Asset Management Co Ltd$374K1
394Chicago Partners Investment Group LLC$372K1
395DIVERSIFY WEALTH MANAGEMENT, LLC$372K1
396EMERALD ADVISERS, LLC$365K1
397TWINBEECH CAPITAL LP$365K1
398SHELTON WEALTH MANAGEMENT, LLC$364K1
399Legacy Advisors, LLC$357K1
400MIZUHO MARKETS AMERICAS LLC$351K1
401Jefferies Financial Group Inc.$351K1
402Focus Financial Network, Inc.$350K1
403ODDO BHF ASSET MANAGEMENT SAS$333K1
404PRUDENTIAL FINANCIAL INC$327K1
405Visionary Wealth Advisors$322K1
406Kingsview Wealth Management, LLC$314K1
407Midwest Trust Co$311K1
408Cane Capital Partners, LLC$310K1
409Perigon Wealth Management, LLC$307K1
410CHOREO, LLC$299K1
411Miller Financial Services LLC$288K1
412COLDSTREAM CAPITAL MANAGEMENT INC$281K1
413Cornerstone Wealth Management, LLC$281K1
414UniSuper Management Pty Ltd$281K1
415Palumbo Wealth Management LLC$280K1
416111 Capital$280K1
417Edgestream Partners, L.P.$279K1
418ELEVATION POINT WEALTH PARTNERS, LLC$278K1
419Ballentine Partners, LLC$275K1
420Kazazian Asset Management, LLC$272K1
421ClearAlpha Technologies LP$271K1
422bLong Financial, LLC$270K1
423LAKE STREET PRIVATE WEALTH, LLC$268K1
424Intellectus Partners, LLC$265K1
425TRUE Private Wealth Advisors$265K1
426Vestmark Advisory Solutions, Inc.$262K1
427Meeder Advisory Services, Inc.$262K1
428HUB Investment Partners, LLC$260K1
429MOODY NATIONAL BANK TRUST DIVISION$256K1
430DARA CAPITAL US, INC.$251K1
431Truvestments Capital LLC$250K1
432Snowden Capital Advisors LLC$244K1
433Meiji Yasuda Asset Management Co Ltd.$243K1
434World Investment Advisors$243K1
435NewEdge Wealth, LLC$243K1
436Dynamic Technology Lab Private Ltd$242K1
437Laird Norton Wetherby Trust Company, LLC$242K1
438BANQUE PICTET & CIE SA$238K1
439PORTLAND INVESTMENT COUNSEL INC.$236K1
440AlphaCore Capital LLC$234K1
441Blue Trust, Inc.$233K1
442BLAIR WILLIAM & CO/IL$232K1
443Wealthcare Advisory Partners LLC$231K1
444Frank, Rimerman Advisors LLC$230K1
445Freestone Capital Holdings, LLC$226K1
446NISA INVESTMENT ADVISORS, LLC$224K1
447EVOLVE PRIVATE WEALTH, LLC$220K1
448Dorsey & Whitney Trust CO LLC$219K1
449Optas, LLC$217K1
450TEACHER RETIREMENT SYSTEM OF TEXAS$216K1
451Concurrent Investment Advisors, LLC$216K1
452Everest Management Corp.$215K1
453QVT Financial LP$205K1
454Caerus Investment Advisors, LLC$203K1
455Siemens Fonds Invest GmbH$201K1
456Independent Advisor Alliance$200K1
457SATURNA CAPITAL CORP$200K1
458Rakuten Securities, Inc.$192K1
459Avalon Trust Co$188K1
460Smartleaf Asset Management LLC$186K1
461EASTERN BANK$186K1
462SIGNATUREFD, LLC$168K1
463Larson Financial Group LLC$160K1
464QUADRANT CAPITAL GROUP LLC$160K1
465Quintet Private Bank (Europe) S.A.$157K1
466Plato Investment Management Ltd$152K1
467Avestar Capital, LLC$149K1
468WESTPAC BANKING CORP$149K1
469Westerkirk Capital Inc.$129K1
470ASSETMARK, INC$124K1
471Ancora Advisors LLC$116K1
472Caitong International Asset Management Co., Ltd$106K1
473Intesa Sanpaolo Wealth Management$104K1
474FIL Ltd$104K1
475Westfuller Advisors, LLC$101K1
476Medallion Wealth Advisors, LLC$96.4K1
477Tripletail Wealth Management, LLC$93.5K1
478Corient IA LLC$88.4K1
479Clearstead Advisors, LLC$83.6K1
480Ameliora Wealth Management Ltd.$83.5K1
481E Fund Management (Hong Kong) Co., Ltd.$78.3K1
482Penserra Capital Management LLC$78.0K1
483Provenance Wealth Advisors, LLC$70.8K1
484Spire Wealth Management$60.2K1
485MATHER GROUP, LLC.$58.1K1
486Parkside Financial Bank & Trust$49.2K1
487Sava Infond d.o.o.$49.1K1
488SJS Investment Consulting Inc.$45.5K1
489Wilmington Savings Fund Society, FSB$42.9K1
490Abound Wealth Management$42.1K1
491VEGA INVESTMENT SOLUTIONS$35.4K1
492True Wealth Design, LLC$34.7K1
493American Capital Advisory, LLC$33.4K1
494DekaBank Deutsche Girozentrale$31.6K1
495CANADA LIFE ASSURANCE Co$31.2K1
496Wealth Enhancement Trust Services, Inc.$29.2K1
497Crews Bank & Trust$28.1K1
498Caldwell Trust Co$28.1K1
499Murphy & Mullick Capital Management Corp$27.1K1
500Quarry LP$24.0K1
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 ZS

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for ZS · financials and macro

Financials — as filed PLANNED

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