ZoomInfo Technologies Inc. (GTM) — Institutional Holders, Q2 2026 (page 4)
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 301 to 333. 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 301–333 of 333
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Basecamp Wealth Advisors#301 · 241 sh | 241 | $706.00 | <0.01% | -47.9% |
| 302 | Operose Advisors#302 · 217 sh | 217 | $636.00 | <0.01% | 0.0% |
| 303 | Fortitude Family Office#303 · 181 sh | 181 | $530.00 | — | +320.9% |
| 304 | Physician Wealth Advisors#304 · 173 sh | 173 | $507.00 | — | -56.0% |
| 305 | Cornerstone Financial Management#305 · 173 sh | 173 | $507.00 | <0.01% | New |
| 306 | Cedar Mountain Advisors#306 · 147 sh | 147 | $431.00 | — | 0.0% |
| 307 | Godfrey Financial Associates#307 · 143 sh | 143 | $419.00 | <0.01% | 0.0% |
| 308 | Transamerica Financial Advisors#308 · 136 sh | 136 | $398.00 | 0.00% | +29.5% |
| 309 | Activest Wealth Management#309 · 134 sh | 134 | $393.00 | — | New |
| 310 | FARMERS & MERCHANTS INVESTMENTS#310 · 110 sh | 110 | $322.00 | — | -54.2% |
| 311 | Rockefeller Capital Management L.P.#311 · 108 sh | 108 | $317.00 | 0.00% | -89.5% |
| 312 | SWAN Capital#312 · 100 sh | 100 | $293.00 | <0.01% | 0.0% |
| 313 | ABOUND FINANCIAL#313 · 100 sh | 100 | $293.00 | <0.01% | 0.0% |
| 314 | Plante Moran Financial Advisors#314 · 97 sh | 97 | $284.00 | 0.00% | New |
| 315 | Ankerstar Wealth#315 · 84 sh | 84 | $246.00 | <0.01% | +31.2% |
| 316 | Golden State Equity Partners#316 · 68 sh | 68 | $199.00 | <0.01% | 0.0% |
| 317 | Creative Capital Management Investments#317 · 40 sh | 40 | $117.00 | 0.00% | New |
| 318 | MV CAPITAL MANAGEMENT#318 · 33 sh | 33 | $97.00 | 0.00% | New |
| 319 | Cromwell#319 · 25 sh | 25 | $73.00 | 0.00% | -47.9% |
| 320 | Davis Capital Management#320 · 16 sh | 16 | $47.00 | — | New |
| 321 | HARBOUR INVESTMENTS#321 · 16 sh | 16 | $47.00 | 0.00% | +220.0% |
| 322 | RMG Wealth Management#322 · 11 sh | 11 | $42.00 | — | New |
| 323 | HFM Investment Advisors#323 · 11 sh | 11 | $33.00 | 0.00% | New |
| 324 | Rakuten Securities#324 · 6 sh | 6 | $18.00 | 0.00% | 0.0% |
| 325 | LRI Investments#325 · 6 sh | 6 | $18.00 | 0.00% | New |
| 326 | DecisionPoint Financial#326 · 5 sh | 5 | $15.00 | 0.00% | New |
| 327 | DiNuzzo Private Wealth#327 · 4 sh | 4 | $12.00 | — | -33.3% |
| 328 | Larson Financial Group#328 · 3 sh | 3 | $9.00 | 0.00% | -99.9% |
| 329 | MARYLAND CAPITAL ADVISORS#329 · 1 sh | 1 | $3.00 | — | — |
| 330 | Rialto Wealth Management#330 · 1 sh | 1 | $3.00 | 0.00% | -50.0% |
| 331 | BESSEMER GROUP#331 · 195 sh | 195 | $0.00 | 0.00% | -74.5% |
| 332 | Avion Wealth#332 · 139 sh | 139 | $0.00 | 0.00% | New |
| 333 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#333 · 287,480 sh | 287,480 | — | — | -2.9% |
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.