As of the latest SEC filings, ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION) is held by 436 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $281,176,784.14 in market value, representing 0.27% of its portfolio.
Funds holding ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ZION
- CIK:
- 0000109380
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.27% | $281,176,784.14 | 4,879,847 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $269,326,482.08 | 4,674,184 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.12% | $196,484,027.14 | 3,409,997 | Mar 31, 2026 | May 28, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 1.28% | $142,706,416.84 | 2,476,682 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.21% | $125,120,504.74 | 2,171,477 | Mar 31, 2026 | May 28, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.17% | $105,259,985.52 | 1,826,796 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.55% | $103,444,615.68 | 1,631,104 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.12% | $94,956,204.26 | 1,647,973 | Mar 31, 2026 | May 28, 2026 |
|
FMIMX
FMI Common Stock Fund
|
MF | Independent / Boutique | 4.55% | $79,803,700.00 | 1,385,000 | Mar 31, 2026 | May 15, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.46% | $72,357,400.08 | 1,140,924 | Apr 30, 2026 | Jun 24, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.68% | $68,521,185.42 | 1,189,191 | Mar 31, 2026 | May 21, 2026 |
|
KBWB
Invesco KBW Bank ETF
|
ETF | Invesco | 1.15% | $64,163,853.12 | 1,120,179 | Feb 28, 2026 | Apr 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.26% | $64,124,030.36 | 1,112,878 | Mar 31, 2026 | Jun 1, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.53% | $56,726,429.04 | 984,492 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.39% | $54,020,458.38 | 851,789 | Apr 30, 2026 | Jun 29, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.04% | $52,564,588.86 | 828,833 | Apr 30, 2026 | Jun 26, 2026 |
|
VSEQX
VANGUARD STRATEGIC EQUITY FUND
|
MF | Vanguard | 0.46% | $46,544,110.74 | 807,777 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.60% | $44,901,930.78 | 708,009 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.11% | $44,537,262.08 | 777,536 | Feb 28, 2026 | Apr 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.54% | $43,213,444.26 | 749,973 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.27% | $41,555,255.90 | 721,195 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.04% | $36,286,070.10 | 572,155 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.07% | $34,066,687.20 | 537,160 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.07% | $31,660,979.98 | 549,479 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.15% | $29,101,725.66 | 458,873 | Apr 30, 2026 | Jun 24, 2026 |
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