ZoomInfo Technologies Inc. (GTM) — Institutional Holders, Q2 2026 (page 3)
333 institutional investment managers reported a GTM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $773.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
GTM 13F holders ranked 201–300 of 333
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | MAI Capital Management#201 · 23,467 sh | 23,467 | $68.8K | <0.01% | +60.7% |
| 202 | AE Wealth Management#202 · 22,843 sh | 22,843 | $66.9K | <0.01% | New |
| 203 | BANK OF MONTREAL#203 · 22,592 sh | 22,592 | $66.2K | 0.00% | -12.0% |
| 204 | Ameritas Investment Partners#204 · 22,349 sh | 22,349 | $65.5K | <0.01% | New |
| 205 | AlphaCore Capital#205 · 22,274 sh | 22,274 | $65.3K | <0.01% | +61.9% |
| 206 | BRIGHTON JONES#206 · 21,979 sh | 21,979 | $64.4K | <0.01% | -8.3% |
| 207 | KNIGHTSBRIDGE ASSET MANAGEMENT#207 · 10,678 sh | 10,678 | $63.9K | <0.01% | 0.0% |
| 208 | Capstone Wealth Management#208 · 21,233 sh | 21,233 | $62.2K | 0.03% | New |
| 209 | Apollon Wealth Management#209 · 20,699 sh | 20,699 | $60.6K | — | New |
| 210 | Pallas Capital Advisors#210 · 20,155 sh | 20,155 | $59.1K | <0.01% | +87.0% |
| 211 | McAdam#211 · 19,873 sh | 19,873 | $58.2K | — | New |
| 212 | SBI Securities , Ltd.#212 · 19,517 sh | 19,517 | $57.2K | — | +5.6% |
| 213 | Fielder Capital Group#213 · 19,299 sh | 19,299 | $56.5K | 0.01% | +7.3% |
| 214 | HB Wealth Management#214 · 18,627 sh | 18,627 | $54.6K | — | +39.5% |
| 215 | CAMBIENT FAMILY OFFICE#215 · 18,072 sh | 18,072 | $53.0K | <0.01% | New |
| 216 | Vise Technologies#216 · 17,976 sh | 17,976 | $52.7K | <0.01% | +23.7% |
| 217 | Cresset Asset Management#217 · 17,961 sh | 17,961 | $52.6K | <0.01% | +0.7% |
| 218 | DnB Asset Management AS#218 · 17,208 sh | 17,208 | $50.4K | <0.01% | 0.0% |
| 219 | CIBC Asset Management#219 · 16,185 sh | 16,185 | $47.4K | <0.01% | -16.0% |
| 220 | Chicago Partners Investment Group#220 · 16,465 sh | 16,465 | $47.4K | — | -80.5% |
| 221 | Performa Ltd (US)#221 · 16,000 sh | 16,000 | $46.9K | <0.01% | +611.1% |
| 222 | Crestwood Advisors Group#222 · 15,754 sh | 15,754 | $46.2K | <0.01% | -42.2% |
| 223 | MAINSAIL ASSET MANAGEMENT#223 · 15,033 sh | 15,033 | $46.2K | — | New |
| 224 | Crossmark Global#224 · 15,620 sh | 15,620 | $45.8K | — | -86.1% |
| 225 | DAYMARK WEALTH PARTNERS#225 · 15,595 sh | 15,595 | $45.7K | <0.01% | +28.8% |
| 226 | Abel Hall#226 · 15,101 sh | 15,101 | $44.2K | — | New |
| 227 | UNITED CAPITAL FINANCIAL ADVISORS#227 · 15,053 sh | 15,053 | $44.1K | <0.01% | -31.4% |
| 228 | Prosperity Consulting Group#228 · 14,930 sh | 14,930 | $43.7K | <0.01% | New |
| 229 | Graham Capital Management, L.P.#229 · 14,474 sh | 14,474 | $42.4K | <0.01% | -81.6% |
| 230 | NorthCrest Asset Manangement#230 · 14,181 sh | 14,181 | $41.7K | — | -16.3% |
| 231 | CIBC Bancorp USA#231 · 14,113 sh | 14,113 | $41.4K | <0.01% | New |
| 232 | Optiver Holding B.V.#232 · 13,774 sh | 13,774 | $40.4K | 0.00% | New |
| 233 | Miracle Mile Advisors#233 · 13,685 sh | 13,685 | $40.1K | <0.01% | New |
| 234 | Everhart Financial Group#234 · 13,612 sh | 13,612 | $39.9K | — | New |
| 235 | NewEdge Advisors#235 · 13,440 sh | 13,440 | $39.4K | <0.01% | New |
| 236 | NOMURA#236 · 13,387 sh | 13,387 | $39.2K | 0.00% | New |
| 237 | IFP Advisors#237 · 13,364 sh | 13,364 | $39.2K | — | +269.8% |
| 238 | PROFUND ADVISORS#238 · 13,281 sh | 13,281 | $38.9K | <0.01% | New |
| 239 | FRANKLIN RESOURCES#239 · 13,266 sh | 13,266 | $38.9K | 0.00% | New |
| 240 | EverSource Wealth Advisors#240 · 13,136 sh | 13,136 | $38.5K | <0.01% | -81.8% |
| 241 | Tower Research Capital (TRC)#241 · 12,926 sh | 12,926 | $37.9K | <0.01% | -85.9% |
| 242 | GUGGENHEIM CAPITAL#242 · 12,901 sh | 12,901 | $37.8K | <0.01% | New |
| 243 | Waverly Advisors#243 · 12,834 sh | 12,834 | $37.6K | <0.01% | New |
| 244 | CSS#244 · 12,701 sh | 12,701 | $37.2K | <0.01% | 0.0% |
| 245 | Wedmont Private Capital#245 · 12,486 sh | 12,486 | $36.5K | — | New |
| 246 | Ullmann Wealth Partners Group#246 · 12,291 sh | 12,291 | $36.0K | <0.01% | New |
| 247 | Optas#247 · 12,283 sh | 12,283 | $36.0K | <0.01% | -33.1% |
| 248 | JACKSON THORNTON WEALTH MANAGEMENT#248 · 12,086 sh | 12,086 | $35.4K | <0.01% | New |
| 249 | VERUS CAPITAL PARTNERS#249 · 12,000 sh | 12,000 | $35.2K | <0.01% | New |
| 250 | HANTZ FINANCIAL SERVICES#250 · 11,946 sh | 11,946 | $35.0K | <0.01% | -43.4% |
| 251 | Abacus Wealth Partners#251 · 11,386 sh | 11,386 | $33.4K | <0.01% | New |
| 252 | DekaBank Deutsche Girozentrale#252 · 5,493 sh | 5,493 | $33.0K | — | 0.0% |
| 253 | Allworth Financial#253 · 11,142 sh | 11,142 | $32.6K | <0.01% | -12.0% |
| 254 | VestGen Advisors#254 · 11,088 sh | 11,088 | $32.5K | <0.01% | -8.3% |
| 255 | QTR Family Wealth#255 · 10,969 sh | 10,969 | $32.1K | 0.01% | -2.3% |
| 256 | Frank, Rimerman Advisors#256 · 10,924 sh | 10,924 | $32.0K | — | -23.7% |
| 257 | Baker Avenue Asset Management#257 · 10,229 sh | 10,229 | $30.0K | <0.01% | -64.5% |
| 258 | KBC Group NV#258 · 9,973 sh | 9,973 | $29.0K | — | 0.0% |
| 259 | Covestor Ltd#259 · 10,011 sh | 10,011 | $29.0K | 0.02% | +475.7% |
| 260 | ROTHSCHILD INVESTMENT#260 · 8,473 sh | 8,473 | $24.8K | <0.01% | -10.5% |
| 261 | Pinnacle Wealth Planning Services#261 · 8,326 sh | 8,326 | $24.4K | <0.01% | +0.9% |
| 262 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#262 · 6,260 sh | 6,260 | $18.3K | <0.01% | -92.1% |
| 263 | Private Wealth Asset Management#263 · 6,200 sh | 6,200 | $18.2K | <0.01% | New |
| 264 | NISA INVESTMENT ADVISORS#264 · 6,034 sh | 6,034 | $17.7K | — | +2446.0% |
| 265 | Eurizon Capital SGR S.p.A.#265 · 5,691 sh | 5,691 | $16.6K | 0.00% | New |
| 266 | Clearstead Advisors#266 · 5,279 sh | 5,279 | $15.5K | <0.01% | New |
| 267 | Essential Partners#267 · 5,070 sh | 5,070 | $14.9K | — | -88.4% |
| 268 | Caption Management#268 · 5,000 sh | 5,000 | $14.7K | <0.01% | 0.0% |
| 269 | Sterling Capital Management#269 · 4,963 sh | 4,963 | $14.5K | — | -43.0% |
| 270 | Mirae Asset Global Investments , Ltd.#270 · 4,781 sh | 4,781 | $14.0K | 0.00% | +74.8% |
| 271 | Versant Capital Management#271 · 4,557 sh | 4,557 | $13.4K | — | -78.3% |
| 272 | Nykredit A/S#272 · 4,539 sh | 4,539 | $13.3K | 0.00% | — |
| 273 | GAMMA Investing#273 · 3,686 sh | 3,686 | $10.8K | — | -56.7% |
| 274 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#274 · 2,926 sh | 2,926 | $8.6K | <0.01% | New |
| 275 | Wealth Enhancement Services#275 · 2,854 sh | 2,854 | $8.4K | — | New |
| 276 | Owl Creek Wealth Partners#276 · 2,180 sh | 2,180 | $6.4K | — | New |
| 277 | WealthCollab#277 · 2,055 sh | 2,055 | $6.0K | <0.01% | New |
| 278 | Global Retirement Partners#278 · 2,053 sh | 2,053 | $6.0K | <0.01% | — |
| 279 | True Wealth Design#279 · 1,780 sh | 1,780 | $5.2K | — | -69.9% |
| 280 | Farther Finance Advisors#280 · 1,770 sh | 1,770 | $5.2K | — | +146.5% |
| 281 | Parkside Financial Bank#281 · 1,696 sh | 1,696 | $5.0K | — | +220.0% |
| 282 | UMB Bank, n.a.#282 · 1,674 sh | 1,674 | $4.9K | <0.01% | -61.6% |
| 283 | US BANCORP \DE\#283 · 1,637 sh | 1,637 | $4.8K | 0.00% | -38.0% |
| 284 | Quent Capital#284 · 1,536 sh | 1,536 | $4.5K | <0.01% | +138.1% |
| 285 | Aster Capital Management (DIFC) Ltd#285 · 1,148 sh | 1,148 | $3.4K | <0.01% | New |
| 286 | Marquette Asset Management#286 · 890 sh | 890 | $2.6K | — | -52.3% |
| 287 | Quarry#287 · 865 sh | 865 | $2.5K | <0.01% | New |
| 288 | JONES FINANCIAL COMPANIES LLLP#288 · 824 sh | 824 | $2.4K | 0.00% | -7.1% |
| 289 | SJS Investment Consulting#289 · 774 sh | 774 | $2.3K | — | -91.3% |
| 290 | HUNTINGTON NATIONAL BANK#290 · 700 sh | 700 | $2.1K | 0.00% | New |
| 291 | Osbon Capital Management#291 · 636 sh | 636 | $1.9K | <0.01% | 0.0% |
| 292 | CARY STREET PARTNERS INVESTMENT ADVISORY#292 · 587 sh | 587 | $1.7K | <0.01% | New |
| 293 | Steward Partners Investment Advisory#293 · 572 sh | 572 | $1.7K | 0.00% | +921.4% |
| 294 | Keating Financial Advisory Services#294 · 498 sh | 498 | $1.5K | <0.01% | -29.6% |
| 295 | Leonteq Securities AG#295 · 483 sh | 483 | $1.4K | 0.00% | 0.0% |
| 296 | OSAIC#296 · 445 sh | 445 | $1.3K | 0.00% | +45.0% |
| 297 | JPL Wealth Management#297 · 408 sh | 408 | $1.2K | <0.01% | -54.0% |
| 298 | Smartleaf Asset Management#298 · 378 sh | 378 | $1.1K | 0.00% | 0.0% |
| 299 | MassMutual Private Wealth & , FSB#299 · 356 sh | 356 | $1.0K | — | -64.4% |
| 300 | TD Waterhouse Canada#300 · 300 sh | 300 | $849.00 | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.