| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing ZM Share Count |
|---|
| Assenagon Asset Management S.A. |
9,020 |
508,308 |
+499,288 |
+5535.34% |
| DekaBank Deutsche Girozentrale |
74,118 |
529,041 |
+454,923 |
+613.78% |
| Bruce G. Allen Investments LLC |
15 |
86 |
+71 |
+473.33% |
| MV Capital Management Inc. |
4 |
21 |
+17 |
+425.00% |
| Banque Cantonale Vaudoise |
1,013 |
3,597 |
+2,584 |
+255.08% |
| CWM LLC |
2,210 |
7,833 |
+5,623 |
+254.43% |
| Diversified Trust Co |
11,402 |
36,422 |
+25,020 |
+219.44% |
| Accurate Wealth Management LLC |
3,880 |
11,273 |
+7,393 |
+190.54% |
| Steel Peak Wealth Management LLC |
5,466 |
15,830 |
+10,364 |
+189.61% |
| Royal Fund Management LLC |
16,900 |
45,600 |
+28,700 |
+169.82% |
| Massmutual Trust Co. FSB ADV |
20 |
51 |
+31 |
+155.00% |
| Wealth Enhancement Advisory Services LLC |
4,832 |
11,038 |
+6,206 |
+128.44% |
| Robeco Institutional Asset Management B.V. |
285,232 |
583,767 |
+298,535 |
+104.66% |
| Toth Financial Advisory Corp |
100 |
200 |
+100 |
+100.00% |
| Valley National Advisers Inc. |
30 |
45 |
+15 |
+50.00% |
| SJS Investment Consulting Inc. |
8 |
12 |
+4 |
+50.00% |
| PFS Partners LLC |
275 |
375 |
+100 |
+36.36% |
| Capital Advisors Ltd. LLC |
4 |
5 |
+1 |
+25.00% |
| TrimTabs Asset Management LLC |
13,080 |
15,604 |
+2,524 |
+19.30% |
| Los Angeles Capital Management & Equity Research Inc. |
173,705 |
204,607 |
+30,902 |
+17.79% |
| Guinness Asset Management LTD |
275,822 |
293,353 |
+17,531 |
+6.36% |
| Bristlecone Advisors LLC |
7,488 |
7,850 |
+362 |
+4.83% |
| PayPay Securities Corp |
47 |
49 |
+2 |
+4.26% |
| GraniteShares Advisors LLC |
7,942 |
8,253 |
+311 |
+3.92% |
| Wynn Capital LLC |
8,597 |
8,881 |
+284 |
+3.30% |
| Grimes & Company Inc. |
163,039 |
167,512 |
+4,473 |
+2.74% |
| Venturi Wealth Management LLC |
342 |
351 |
+9 |
+2.63% |
| Hudson Capital Management LLC |
54,856 |
56,275 |
+1,419 |
+2.59% |
| Dynamic Advisor Solutions LLC |
7,042 |
7,161 |
+119 |
+1.69% |
| Global Retirement Partners LLC |
256 |
260 |
+4 |
+1.56% |
| Galvin Gaustad & Stein LLC |
328,048 |
332,527 |
+4,479 |
+1.37% |
| IFM Investors Pty Ltd |
49,874 |
50,506 |
+632 |
+1.27% |
| Courier Capital LLC |
3,447 |
3,483 |
+36 |
+1.04% |
| Raymond James Financial Services Advisors Inc. |
62,122 |
62,610 |
+488 |
+0.79% |
| Annex Advisory Services LLC |
6,265 |
6,285 |
+20 |
+0.32% |
| 13F Filers Reporting New Positions In ZM |
|---|
| Northwest Investment Counselors LLC |
0 |
45 |
+45 |
+100% |
| Mather Group LLC. |
0 |
74 |
+74 |
+100% |
| Cutler Group LP |
0 |
7,107 |
+7,107 |
+100% |
| Perpetual Ltd |
0 |
10,050 |
+10,050 |
+100% |
| Polianta Ltd |
0 |
18,100 |
+18,100 |
+100% |
| Opal Wealth Advisors LLC |
0 |
84 |
+84 |
+100% |
| Pallas Capital Advisors LLC |
0 |
6,933 |
+6,933 |
+100% |
| Wedmont Private Capital |
0 |
3,968 |
+3,968 |
+100% |
| Global Assets Advisory LLC |
0 |
16,441 |
+16,441 |
+100% |
| Register Financial Advisors LLC |
0 |
34 |
+34 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| State of Michigan Retirement System |
118,266 |
118,266 |
UNCH |
0.00% |
| NBC Securities Inc. |
50 |
50 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
62 |
62 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
17 |
17 |
UNCH |
0.00% |
| Optimum Investment Advisors |
250 |
250 |
UNCH |
0.00% |
| Private Trust Co. NA |
107 |
107 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
10 |
10 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
23 |
23 |
UNCH |
0.00% |
| Guinness Atkinson Asset Management Inc |
58,270 |
58,270 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
48 |
48 |
UNCH |
0.00% |
| Alta Advisers Ltd |
800 |
800 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
114 |
114 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
704 |
704 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
90 |
90 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
19,635 |
19,635 |
UNCH |
0.00% |
| CKW Financial Group |
100 |
100 |
UNCH |
0.00% |
| MCF Advisors LLC |
10 |
10 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
35 |
35 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
211 |
211 |
UNCH |
0.00% |
| West Branch Capital LLC |
5 |
5 |
UNCH |
0.00% |
| PSI Advisors LLC |
96 |
96 |
UNCH |
0.00% |
| Carolina Wealth Advisors LLC |
13 |
13 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
19,787 |
19,787 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
3 |
3 |
UNCH |
0.00% |
| Apella Capital LLC |
29,100 |
29,100 |
UNCH |
0.00% |
| CVA Family Office LLC |
16 |
16 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
100 |
100 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
154 |
154 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
200 |
200 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
5 |
5 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
14 |
14 |
UNCH |
0.00% |
| Activest Wealth Management |
66 |
66 |
UNCH |
0.00% |
| City State Bank |
105 |
105 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
10 |
10 |
UNCH |
0.00% |
| Stephens Consulting LLC |
101 |
101 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
20 |
20 |
UNCH |
0.00% |
| Midwest Financial Group LLC |
5,035 |
5,035 |
UNCH |
0.00% |
| Panoramic Investment Advisors LLC |
3,988 |
3,988 |
UNCH |
0.00% |
| CGC Financial Services LLC |
3 |
3 |
UNCH |
0.00% |
| Financial Perspectives Inc |
476 |
476 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
32 |
32 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
35 |
35 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
53 |
53 |
UNCH |
0.00% |
| 13F Filers Decreasing ZM Share Count |
|---|
| AdvisorNet Financial Inc |
130 |
19 |
-111 |
-85.38% |
| Allspring Global Investments Holdings LLC |
124,088 |
20,901 |
-103,187 |
-83.16% |
| Fifth Third Bancorp |
38 |
15 |
-23 |
-60.53% |
| Bfsg LLC |
125 |
50 |
-75 |
-60.00% |
| Sunbelt Securities Inc. |
270 |
123 |
-147 |
-54.44% |
| Oak Thistle LLC |
9,042 |
4,187 |
-4,855 |
-53.69% |
| Mezzasalma Advisors LLC |
20,720 |
10,090 |
-10,630 |
-51.30% |
| Avondale Wealth Management |
2,932 |
1,462 |
-1,470 |
-50.14% |
| ARK Investment Management LLC |
10,964,576 |
6,330,527 |
-4,634,049 |
-42.26% |
| Amalgamated Bank |
24,884 |
15,465 |
-9,419 |
-37.85% |
| Newbridge Financial Services Group Inc. |
2,079 |
1,294 |
-785 |
-37.76% |
| GAMMA Investing LLC |
666 |
427 |
-239 |
-35.89% |
| Versant Capital Management Inc |
98 |
71 |
-27 |
-27.55% |
| DNB Asset Management AS |
54,141 |
39,316 |
-14,825 |
-27.38% |
| Sumitomo Mitsui Trust Holdings Inc. |
6,612,008 |
4,900,288 |
-1,711,720 |
-25.89% |
| Asset Dedication LLC |
29 |
23 |
-6 |
-20.69% |
| State of Alaska Department of Revenue |
45,645 |
38,740 |
-6,905 |
-15.13% |
| Papp L Roy & Associates |
14,350 |
12,350 |
-2,000 |
-13.94% |
| Rise Advisors LLC |
212 |
185 |
-27 |
-12.74% |
| Cambridge Investment Research Advisors Inc. |
18,886 |
17,009 |
-1,877 |
-9.94% |
| Stratos Wealth Partners LTD. |
3,993 |
3,729 |
-264 |
-6.61% |
| International Assets Investment Management LLC |
8,110 |
7,635 |
-475 |
-5.86% |
| Lowe Wealth Advisors LLC |
4,260 |
4,060 |
-200 |
-4.69% |
| Flagship Harbor Advisors LLC |
5,195 |
4,987 |
-208 |
-4.00% |
| Avitas Wealth Management LLC |
3,951 |
3,918 |
-33 |
-0.84% |
| Raymond James & Associates |
80,069 |
79,473 |
-596 |
-0.74% |
| Gateway Investment Advisers LLC |
29,946 |
29,764 |
-182 |
-0.61% |
| 13F Filers Exiting ZM |
|---|
| Arlington Trust Co LLC |
89 |
0 |
-89 |
-100.00% |
| WFA Asset Management Corp |
60 |
0 |
-60 |
-100.00% |
| Cyndeo Wealth Partners LLC |
4,537 |
0 |
-4,537 |
-100.00% |
| Ameliora Wealth Management Ltd. |
636 |
0 |
-636 |
-100.00% |
| Veriti Management LLC |
2,885 |
0 |
-2,885 |
-100.00% |
| Tsfg LLC |
15 |
0 |
-15 |
-100.00% |
| Sloy Dahl & Holst LLC |
3,497 |
0 |
-3,497 |
-100.00% |
| Financial Management Professionals Inc. |
20 |
0 |
-20 |
-100.00% |
| Catalyst Capital Advisors LLC |
239 |
0 |
-239 |
-100.00% |
| Gradient Investments LLC |
28 |
0 |
-28 |
-100.00% |
| B & T Capital Management DBA Alpha Capital Management |
4,663 |
0 |
-4,663 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
8,059 |
0 |
-8,059 |
-100.00% |
| AlphaMark Advisors LLC |
29 |
0 |
-29 |
-100.00% |
| Rational Advisors LLC |
239 |
0 |
-239 |
-100.00% |
| Azzad Asset Management Inc. ADV |
5,090 |
0 |
-5,090 |
-100.00% |
| WASHINGTON TRUST Co |
76 |
0 |
-76 |
-100.00% |
| CENTRAL TRUST Co |
11 |
0 |
-11 |
-100.00% |
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