As of the latest SEC filings, Zumiez Inc (ZUMZ) is held by 199 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $9,497,089.04 in market value, representing a significant portion of its portfolio.
Funds holding Zumiez Inc (ZUMZ)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ZUMZ
- CIK:
- 0001318008
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $9,497,089.04 | 428,569 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.09% | $8,892,958.74 | 339,167 | Feb 28, 2026 | Apr 24, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,314,462.00 | 330,075 | Mar 31, 2026 | May 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.14% | $6,331,474.50 | 241,475 | Feb 27, 2026 | Apr 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $5,906,038.32 | 240,376 | Apr 30, 2026 | Jun 24, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.23% | $5,091,493.68 | 207,224 | Apr 30, 2026 | Jun 25, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,363,777.20 | 151,795 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,150,881.37 | 128,241 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,841,790.77 | 115,661 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $2,750,611.50 | 111,950 | Apr 30, 2026 | Jun 24, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.24% | $2,629,972.80 | 107,040 | Apr 30, 2026 | Jun 22, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,519,170.96 | 113,681 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $2,362,107.36 | 90,088 | Feb 28, 2026 | Apr 29, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.09% | $2,257,040.32 | 101,852 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $2,170,833.21 | 88,353 | Apr 30, 2026 | Jun 29, 2026 |
|
TCV
Towle Value ETF
|
ETF | Independent / Boutique | 2.26% | $2,038,683.66 | 77,753 | Feb 27, 2026 | Apr 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.10% | $1,976,206.64 | 89,179 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,861,546.05 | 75,765 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,751,024.04 | 66,782 | Feb 28, 2026 | Apr 24, 2026 |
|
CZMSX
Multi-Manager Small Cap Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.14% | $1,723,597.92 | 65,736 | Feb 28, 2026 | Apr 27, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,711,903.80 | 65,290 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,657,235.10 | 63,205 | Feb 28, 2026 | Apr 24, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.07% | $1,580,563.53 | 64,329 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,502,037.81 | 61,133 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,473,340.05 | 59,965 | Apr 30, 2026 | Jun 24, 2026 |
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