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ZIONS BANCORPORATION
ZIONS BANCORPORATION. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 495 Institutional holders with a total value of $8,623,671,762.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WFG Advisors, LP 1 0 0.00%
2 PROFICIO CAPITAL PARTNERS LLC 7 0 0.00%
3 EDGE ADVISORS, LLC 10 0 0.00%
4 Archford Capital Strategies, LLC 13 1,000 0.00%
5 PATHSTONE FAMILY OFFICE, LLC 12 1,000 0.00%
6 WATERMARK ASSET MANAGEMENT, INC. 33 1,000 0.00%
7 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 27 1,000 0.00%
8 Glassman Wealth Services 14 1,000 0.00%
9 WEST PACES ADVISORS INC. 44 1,932 0.00%
10 ENTERPRISE FINANCIAL SERVICES CORP 42 2,000 0.00%
11 ASSETMARK, INC 38 2,000 0.00%
12 BB&T INVESTMENT SERVICES, INC. 63 3,000 0.00%
13 Tarbox Family Office, Inc. 61 3,000 0.00%
14 CUTLER GROUP LLC / CA 800 3,000 0.00% Put
15 SIT INVESTMENT ASSOCIATES INC 68 3,000 0.00%
16 SUTTON WEALTH ADVISORS INC. 87 3,820 0.00%
17 ORRSTOWN FINANCIAL SERVICES INC 100 4,000 0.00%
18 SALEM INVESTMENT COUNSELORS INC 100 4,000 0.00%
19 FERRIS CAPITAL, LLC 94 4,000 0.00%
20 North Star Investment Management Corp. 101 4,000 0.00%
21 GLOBAL RETIREMENT PARTNERS, LLC 82 4,000 0.00%
22 OMNIA FAMILY WEALTH, LLC 113 5,000 0.00%
23 Crosspoint Capital Strategies, LLC 115 5,000 0.00%
24 HUNTINGTON NATIONAL BANK 147 6,000 0.00%
25 CITIZENS FINANCIAL GROUP INC/DE 155 6,000 0.00%
26 CAPTRUST FINANCIAL ADVISORS 148 6,000 0.00%
27 NewEdge Advisors, LLC 157 7,012 0.00%
28 NINE MASTS CAPITAL Ltd 150 8,000 0.00% Put
29 TLP GROUP LLC 200 9,000 0.00%
30 SECURITY NATIONAL TRUST CO 225 10,000 0.00%
31 MV CAPITAL MANAGEMENT, INC. 236 10,000 0.00%
32 THOMPSON DAVIS & CO., INC. 236 10,000 0.00%
33 AGF INVESTMENTS LLC 228 10,000 0.00%
34 Cypress Capital Management LLC (WY) 235 10,319 0.00%
35 HOWE & RUSLING INC 247 11,000 0.00%
36 BANCO ITAU HOLDING FINANCEIRA S A 250 11,000 0.00%
37 COMMONWEALTH BANK OF AUSTRALIA 269 11,000 0.00%
38 WESTSIDE INVESTMENT MANAGEMENT, INC. 274 12,236 0.00%
39 WHITTIER TRUST CO OF NEVADA INC 303 13,000 0.00%
40 ADVANTAGE INVESTMENT MANAGEMENT, LLC 300 13,000 0.00%
41 RESOURCES INVESTMENT ADVISORS, INC. 313 14,000 0.00%
42 Cornerstone Advisors, Inc. 337 15,000 0.00%
43 Financial Architects, Inc 338 15,000 0.00%
44 PRELUDE CAPITAL MANAGEMENT, LLC 370 16,000 0.00%
45 VERSANT CAPITAL MANAGEMENT, INC 402 17,000 0.00%
46 Gemmer Asset Management LLC 396 17,000 0.00%
47 WHITTIER TRUST CO 408 18,000 0.00%
48 GUARDIAN LIFE INSURANCE CO OF AMERICA 454 20,000 0.00%
49 Financial Management Professionals, Inc. 500 21,000 0.00%
50 Parkside Financial Bank & Trust 492 22,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.