Institutional Ownership Zeta Global Holdings Corp. (ZETA)
This table provides information about the institutional ownership of Zeta Global Holdings Corp. (ZETA). We have compiled data on the 353 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$7,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
500
shares
|
$7,810
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
450
shares
|
$7,029
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
438
shares
|
$6,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
383
shares
|
$5,982
0.0% of portfolio
|
Q1 2025
Reduced 75.03%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
359
shares
|
$5,607
0.0% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
320
shares
|
$4,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
289
shares
|
$4,514
0.0% of portfolio
|
Q1 2025
Added 183.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
283
shares
|
$4,420
0.0% of portfolio
|
Q2 2025
Added 15.04%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
268
shares
|
$4,186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
265
shares
|
$4,139
0.0% of portfolio
|
Q1 2025
Added 32.5%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
233
shares
|
$3,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
226
shares
|
$3,530
0.0% of portfolio
|
Q4 2024
Added 197.37%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
206
shares
|
$3,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
196
shares
|
$3,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
187
shares
|
$2,920
0.0% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
180
shares
|
$2,811
0.0% of portfolio
|
Q1 2025
Reduced 63.27%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
168
shares
|
$2,624
0.0% of portfolio
|
Q1 2025
Reduced 84.78%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
150
shares
|
$2,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
136
shares
|
$2,124
0.0% of portfolio
|
Q1 2025
Added 63.86%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
129
shares
|
$2,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
117
shares
|
$1,827
0.0% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
113
shares
|
$1,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
108
shares
|
$1,686
0.0% of portfolio
|
Q2 2025
Reduced 64.94%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
101
shares
|
$1,577
0.0% of portfolio
|
Q1 2025
New holding
|