Zeta Global Holdings Corp. Class AZETA

13F holders, Q1 2025 (March 31)
307holders −3
67new positions
70sold out
6famous investors
$13.56avg. 13F price*

At the end of Q1 2025, 307 institutions reported holding Zeta Global Holdings Corp. Class A (ZETA) in their 13F filings, down 3 from Q4 2024. 67 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($300.0M), BlackRock, Inc. ($227.2M) and UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($85.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Zeta Global Holdings Corp. Class A
CUSIP
98956A105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 192Q1 2024Q2 2024: 240Q2 2024Q3 2024: 299Q3 2024Q4 2024: 310Q4 2024Q1 2025: 307Q1 2025Q2 2025: 315Q2 2025Q3 2025: 359Q3 2025Q4 2025: 387Q4 2025Q1 2026: 400Q1 2026Q2 2026: 418Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions67$211.5M
Exits70$180.0M

All 13F filers, Q4 2024 → Q1 2025: 36,480,888 shares bought and 30,171,167 shares sold, net +6,309,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 307 holders

Vanguard Group Inc. 0.01% Reduce -0.3% 22,122,191 $300.0M
BlackRock, Inc. 0.00% Add +0.5% 16,752,647 $227.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +753.3% 6,306,270 $85.5M
Gpi Capital, L.P. 28.74% Reduce -4.1% 5,140,859 $69.7M
FMR LLC 0.00% Add +43.7% 5,088,770 $69.0M
Geode Capital Management, LLC 0.01% Add +1.9% 4,660,648 $63.2M
State Street Corp. 0.00% Reduce -1.1% 4,455,818 $60.4M
Neuberger Berman Group LLC 0.05% Add +107.5% 4,171,863 $56.6M
Renaissance Technologies 0.07% Reduce -25.9% 3,497,310 $47.4M
Capital World Investors 0.01% Add +348.6% 3,258,469 $44.2M
Yong Rong (HK) Asset Management Ltd 9.05% New 2,857,500 $38.7M
Bwcp, LP 7.19% Add +101.8% 2,614,796 $35.5M
Greenvale Capital LLP 3.30% New 2,500,000 $33.9M
Clearbridge Investments, LLC 0.03% Add +11.9% 2,361,986 $32.0M
Frontier Capital Management Co. LLC 0.33% New 2,203,379 $29.9M
Nuveen, LLC 0.01% — 2,076,073 $28.2M
Dimensional Fund Advisors LP 0.01% Add +233.5% 2,053,678 $27.8M
Northern Trust Corp. 0.00% Reduce -2.2% 1,996,381 $27.1M
Norges Bank 0.00% Reduce -19.6% 1,932,436 $26.2M
D. E. Shaw & Co. 0.03% Add +29.2% 1,852,838 $25.1M
Oberweis Asset Management Inc./ 1.25% Add +0.2% 1,843,240 $25.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.7% 1,788,769 $24.3M
Citadel Advisors 0.02% Add +64.5% 1,736,921 $23.6M
Two Sigma Investments, LP 0.05% Reduce -11.4% 1,637,214 $22.2M
Think Investments LP 3.73% New 1,410,457 $19.1M
Anatole Investment Management Ltd 5.00% New 1,339,969 $18.2M
Ophir Asset Management Pty Ltd 2.96% Reduce -5.0% 1,247,710 $16.9M
Two Sigma Advisers, LP 0.04% Reduce -34.5% 1,185,900 $16.1M
Ameriprise Financial Inc. 0.00% Add +39.5% 1,123,699 $15.2M
Bank of New York Mellon Corp 0.00% Add +39.6% 1,078,997 $14.6M
Summit Creek Advisors LLC 2.08% Add +33.6% 1,047,677 $14.2M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -75.7% 1,003,936 $13.6M
Panagora Asset Management Inc. 0.07% Reduce -0.1% 963,802 $13.1M
Goldman Sachs Group Inc. 0.00% Reduce -16.5% 963,091 $13.1M
William Blair Investment Management, LLC 0.03% New 908,623 $12.3M
Morgan Stanley 0.00% Reduce -69.8% 908,008 $12.3M
Jacobs Levy Equity Management, Inc. 0.05% Reduce -68.7% 888,433 $12.0M
Battery Management Corp. 1.75% No change 886,842 $12.0M
Bank of America Corp. 0.00% Add +22.4% 881,906 $12.0M
Granahan Investment Management, LLC 0.57% Add +28.6% 843,499 $11.4M
UBS Group AG 0.00% Reduce -29.9% 841,371 $11.4M
Stephens Investment Management Group LLC 0.16% Reduce -1.6% 808,886 $11.0M
Qube Research & Technologies Ltd 0.02% Add +28.1% 807,923 $11.0M
Divisadero Street Capital Management, LP 1.18% New 755,000 $10.2M
Portolan Capital Management, LLC 0.76% Add +11.7% 741,852 $10.1M
P2 Capital Partners, LLC 1.91% New 725,000 $9.8M
Franklin Resources Inc. 0.00% Reduce -23.0% 678,152 $9.2M
Advantage Alpha Capital Partners LP 2.17% Add +78.4% 646,217 $8.9M
Lazard Asset Management LLC 0.01% Add +20.7% 565,178 $7.7M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +53.5% 541,891 $7.3M
Stansberry Asset Management, LLC 0.91% Add +11.4% 537,694 $7.3M
Armistice Capital, LLC 0.19% New 535,787 $7.3M
Jane Street Group, LLC 0.01% Add +374.1% 535,173 $7.3M
Russell Investments Group, Ltd. 0.01% Reduce -35.9% 527,450 $7.2M
Barclays PLC 0.00% Add +8.7% 510,460 $6.9M
Millennium Management 0.01% Reduce -42.8% 485,217 $6.6M
JPMorgan Chase & Co. 0.00% Reduce -56.8% 475,723 $6.5M
Deutsche Bank AG 0.00% Reduce -30.3% 439,765 $6.0M
Granite Investment Partners, LLC 0.30% Reduce -5.3% 429,461 $5.8M
Bullseye Asset Management LLC 3.12% Add +3.3% 426,361 $5.8M
Intrinsic Edge Capital Management LLC 1.20% Reduce -55.0% 421,858 $5.7M
1492 Capital Management LLC 2.88% Reduce -0.7% 393,867 $5.3M
Wellington Management Group LLP 0.00% Add +6.0% 389,802 $5.3M
Whetstone Capital Advisors, LLC 2.22% New 370,961 $5.0M
Tudor Investment Corporation 0.04% Add +348.3% 354,646 $4.8M
Swiss National Bank 0.00% Reduce -7.8% 350,000 $4.7M
Comerica Bank 0.02% Add +1266.3% 338,276 $4.6M
Susquehanna International Group, LLP 0.01% Reduce -1.7% 326,998 $4.4M
Silvercrest Asset Management Group LLC 0.03% Reduce -6.8% 324,574 $4.4M
Samjo Management, LLC 1.79% Add +32.3% 312,100 $4.2M
Wilson Asset Management (international) PTY Ltd. 1.08% New 298,900 $4.1M
Capital Fund Management S.A. 0.05% Add +18.4% 297,205 $4.0M
Voya Investment Management LLC 0.01% Add +424.3% 287,653 $3.9M
Marshall Wace, LLP 0.01% New 279,913 $3.8M
IMC-Chicago, LLC 0.14% Add +42.0% 264,557 $3.6M
Rhumbline Advisers 0.00% Add +3.3% 255,647 $3.5M
Manatuck Hill Partners, LLC 1.56% Reduce -50.0% 250,000 $3.4M
Marathon Capital Management 0.89% Add +1.0% 244,935 $3.3M
Royce & Associates LP 0.03% Add +169.3% 237,028 $3.2M
First Trust Advisors LP 0.00% Reduce -19.9% 222,055 $3.0M
Alliancebernstein L.P. 0.00% Reduce -0.1% 220,486 $3.0M
Mill Creek Capital Advisors, LLC 0.07% No change 219,789 $3.0M
California First Leasing Corp. 1.27% New 213,000 $2.9M
Bastion Asset Management Inc. 1.55% New 203,456 $2.9M
Hillsdale Investment Management Inc. 0.15% Add +3.0% 211,490 $2.9M
Cavalier Investments, LLC 0.93% New 201,690 $2.7M
Royal Bank of Canada 0.00% Reduce -69.8% 201,008 $2.7M
ExodusPoint Capital Management, LP 0.04% Add +228.0% 198,766 $2.7M
Legal & General Group Plc 0.00% Reduce -4.2% 194,742 $2.6M
State of Wisconsin Investment Board 0.01% Reduce -1.7% 194,150 $2.6M
Nordea Investment Management AB 0.00% Add +35.5% 186,314 $2.5M
Connors Investor Services Inc. 0.25% Add +42.3% 183,608 $2.5M
California State Teachers Retirement System 0.00% Reduce -1.4% 176,874 $2.4M
LPL Financial LLC 0.00% Add +14.6% 169,764 $2.3M
Hussman Strategic Advisors, Inc. 0.55% Add +100.0% 168,000 $2.3M
Invesco Ltd. 0.00% Add +47.3% 157,642 $2.1M
Principal Financial Group Inc. 0.00% Add +3.6% 155,138 $2.1M
Citigroup Inc. 0.00% Reduce -36.5% 146,642 $2.0M
Intech Investment Management LLC 0.02% Add +71.0% 142,060 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -1.0% 141,461 $1.9M
PDT Partners, LLC 0.12% Add +673.7% 127,665 $1.7M
Raymond James Financial Inc. 0.00% Reduce -79.1% 123,681 $1.7M
T. Rowe Price Associates Inc. 0.00% Reduce -67.0% 122,878 $1.7M
Essex Investment Management Co. LLC 0.34% Reduce -22.9% 120,236 $1.6M
AQR Capital Management 0.00% Reduce -71.8% 119,308 $1.6M
China Universal Asset Management Co., Ltd. 0.15% Add +228.6% 115,000 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +1.1% 112,726 $1.5M
SOA Wealth Advisors, LLC. 0.31% Add +5.7% 110,655 $1.5M
Wells Fargo & Company 0.00% Reduce -66.0% 108,614 $1.5M
CastleKnight Management LP 0.16% Add +79.8% 107,500 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -1.3% 107,428 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 106,371 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -14.7% 105,888 $1.4M
NorthCoast Asset Management LLC 0.01% New 105,101 $1.4M
Janney Montgomery Scott LLC 0.00% Add +32.2% 102,781 $1.4M
New York State Common Retirement Fund 0.00% No change 99,420 $1.3M
Nebula Research & Development LLC 0.11% Add +25.9% 91,649 $1.2M
Mackenzie Financial Corp. 0.00% Reduce -46.8% 90,767 $1.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.2% 89,437 $1.2M
Corebridge Financial, Inc. 0.01% Reduce -1.5% 87,563 $1.2M
Group One Trading LLC 0.05% Reduce -70.5% 83,761 $1.1M
Canada Pension Plan Investment Board 0.00% Reduce -53.6% 82,700 $1.1M
Algert Global LLC 0.03% Add +38.6% 82,026 $1.1M
Janus Henderson Group PLC 0.00% Reduce -9.7% 80,272 $1.1M
Dark Forest Capital Management LP 0.04% New 70,520 $956K
Verition Fund Management LLC 0.01% Reduce -47.3% 68,602 $930K
Ironwood Investment Management LLC 0.51% Add +0.3% 68,376 $927K
Centiva Capital, LP 0.05% Reduce -65.1% 65,925 $894K
D.A. Davidson & Co. 0.01% Reduce -0.4% 63,952 $867K
FORA Capital, LLC 0.09% Reduce -39.5% 63,378 $859K
Harbor Capital Advisors, Inc. 0.04% Add +19.1% 62,526 $848K
Moody National Bank Trust Division 0.09% Add +46.7% 61,981 $840K
Lisanti Capital Growth, LLC 0.25% Reduce -79.5% 61,400 $833K
Engineers Gate Manager LP 0.01% Reduce -91.7% 58,455 $793K
Jefferies Financial Group Inc. 0.01% New 58,212 $789K
Proem Advisors LLC 0.39% No change 55,000 $746K
Regal Investment Advisors LLC 0.06% Reduce -1.0% 54,296 $736K
Arizona State Retirement System 0.00% Reduce -7.5% 51,825 $703K
Mma Asset Management LLC 0.30% No change 51,735 $702K
HRT Financial LP 0.00% Reduce -80.5% 51,343 $696K
Diversified Trust Co. 0.02% Add +0.0% 51,009 $692K
Diker Management LLC 0.82% Reduce -74.6% 50,819 $689K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 50,516 $685K
Great Lakes Advisors, LLC 0.01% Reduce -47.2% 50,313 $682K
SCS Capital Management LLC 0.01% New 49,691 $674K
Legato Capital Management LLC 0.09% Reduce -51.6% 49,633 $673K
Verus Capital Partners, LLC 0.07% Add +1.9% 48,440 $657K
HSBC Holdings PLC 0.00% Add +11.0% 48,591 $656K
Handelsbanken Fonder AB 0.00% Add +23.8% 47,400 $643K
Redwood Wealth Management Group, LLC 0.32% Add +31.2% 46,663 $633K
Hennion & Walsh Asset Management, Inc. 0.03% Add +5.6% 45,912 $623K
American Century Companies Inc. 0.00% Add +146.1% 45,245 $614K
Stifel Financial Corp. 0.00% Add +29.0% 44,059 $597K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -54.7% 43,538 $590K
Victory Capital Management Inc. 0.00% Reduce -89.2% 43,506 $590K
Secure Asset Management, LLC 0.12% Add +25.1% 43,237 $586K
BNP Paribas Financial Markets 0.00% Reduce -93.2% 42,750 $580K
Virtu Financial LLC 0.03% New 40,611 $551K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 39,962 $542K
Pinnacle Wealth Management, LLC 0.61% New 39,719 $539K
Cibc World Markets Corp. 0.00% Add +137.1% 39,660 $538K
Wolverine Trading, LLC 0.02% Reduce -25.5% 39,038 $537K
State Board of Administration of Florida Retirement System 0.00% No change 39,270 $533K
ProShare Advisors LLC 0.00% Reduce -23.1% 38,693 $525K
Vontobel Holding Ltd. 0.00% Add +4.8% 38,376 $520K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.5% 37,874 $514K
Sei Investments Co. 0.00% Reduce -79.7% 37,815 $513K
KLP Kapitalforvaltning As 0.00% Reduce -7.9% 37,300 $506K
US Bancorp \de 0.00% Add +2.0% 35,916 $487K
Nomura Holdings Inc. 0.00% Reduce -89.7% 35,801 $485K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -7.2% 34,659 $470K
Calamos Advisors LLC 0.00% Reduce -5.3% 32,409 $439K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -34.0% 32,115 $435K
Segall Bryant & Hamill, LLC 0.01% New 31,391 $426K
Versor Investments LP 0.07% Reduce -0.6% 31,300 $424K
Evanson Asset Management, LLC 0.03% No change 30,612 $415K
Elo Mutual Pension Insurance Co 0.01% New 30,537 $414K
Osaic Holdings, Inc. 0.00% Add +36.9% 30,538 $414K
Pictet Asset Management Holding SA 0.00% Add +6.7% 29,941 $406K
Blair William & Co. 0.00% Reduce -64.2% 28,923 $392K
Jump Financial, LLC 0.01% Reduce -91.1% 26,976 $366K
Himension Capital (singapore) Pte. LTD. 0.03% New 26,903 $365K
Scientech Research LLC 0.10% New 26,664 $362K
Teacher Retirement System of Texas 0.00% New 26,528 $360K
SG Americas Securities, LLC 0.00% New 25,793 $350K
Blue Trust, Inc. 0.00% Add +12.4% 25,657 $348K
Stratos Wealth Partners, LTD. 0.01% Reduce -52.5% 25,523 $346K
Illinois Municipal Retirement Fund 0.01% No change 25,347 $344K
IHT Wealth Management, LLC 0.01% Add +2.3% 25,112 $341K
Jones Financial Companies LLLP 0.00% Add +84.3% 23,812 $328K
Quadrature Capital Ltd 0.01% Reduce -81.3% 23,326 $316K
Acadian Asset Management LLC 0.00% Reduce -96.0% 23,356 $315K
HighTower Advisors, LLC 0.00% Add +2.0% 22,808 $309K
Optas, LLC 0.05% Add +124.9% 22,508 $305K
Envestnet Asset Management Inc. 0.00% Add +7.9% 21,984 $298K
Creative Planning 0.00% Add +36.8% 21,150 $287K
Sugar Maple Asset Management, LLC 0.22% New 21,000 $285K
Blueshift Asset Management, LLC 0.11% Reduce -49.5% 19,951 $271K
Danske Bank A/S 0.00% Add +6520.7% 19,862 $269K
Aster Capital Management (DIFC) Ltd 0.05% New 15,140 $261K
Ameritas Investment Partners, Inc. 0.01% No change 18,698 $254K
Gsa Capital Partners LLP 0.02% New 18,278 $248K
Janney Capital Management LLC 0.02% Reduce -7.2% 18,301 $248K
Juncture Wealth Strategies, LLC 0.09% Reduce -17.5% 17,427 $236K
Susquehanna Fundamental Investments, LLC 0.00% Reduce -83.2% 17,300 $235K
SlateStone Wealth, LLC 0.02% Add +5.8% 17,154 $233K
Public Employees Retirement Association of Colorado 0.00% No change 17,162 $233K
Guggenheim Capital LLC 0.00% Add +56.0% 17,090 $232K
Prudential Financial Inc. 0.00% Reduce -71.8% 13,510 $232K
PNC Financial Services Group, Inc. 0.00% Add +9.1% 16,985 $230K
Cerity Partners LLC 0.00% Reduce -3.8% 16,756 $227K
Pathstone Holdings, LLC 0.00% Reduce -3.1% 16,515 $224K
Woodline Partners LP 0.00% New 16,390 $222K
M&T Bank Corp 0.00% New 16,127 $219K
Walleye Trading LLC 0.01% Reduce -44.5% 15,487 $210K
Petrus Trust Company, LTA 0.02% New 15,379 $209K
State of Tennessee, Department of Treasury 0.00% New 15,323 $208K
Rockefeller Capital Management L.P. 0.00% New 15,323 $208K
Caxton Associates LLP 0.01% — 15,136 $205K
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.0% 14,743 $200K
Means Investment Co., Inc. 0.02% No change 14,628 $198K
Bridgefront Capital, LLC 0.06% Reduce -18.0% 14,461 $196K
Cetera Investment Advisers 0.00% Reduce -51.9% 14,393 $195K
Xponance LLC 0.00% Add +2.6% 14,262 $193K
Walleye Capital LLC 0.00% Add +48.5% 13,803 $187K
JT Stratford LLC 0.03% Reduce -0.1% 13,576 $184K
Register Financial Advisors LLC 0.09% Add +18.2% 13,000 $176K
CIBC Private Wealth Group LLC 0.00% Reduce -80.7% 15,029 $175K
Tower Bridge Advisors 0.02% No change 12,600 $171K
Vident Advisory, LLC 0.00% New 12,350 $167K
Allspring Global Investments Holdings, LLC 0.00% New 11,581 $162K
Investment Research & Advisory Group, Inc. 0.07% No change 11,980 $162K
Virtus Advisers, LLC 0.11% New 11,868 $161K
MML Investors Services, LLC 0.00% Reduce -86.2% 11,297 $153K
Invst, LLC 0.02% Reduce -51.0% 10,829 $147K
Jain Global LLC 0.00% New 10,377 $141K
Vanguard Personalized Indexing Management, LLC 0.00% New 10,178 $138K
Palouse Capital Management, Inc. 0.09% New 10,175 $138K
Atlas Wealth LLC 0.07% No change 10,000 $136K
KBC Group NV 0.00% Add +2.1% 9,886 $134K
STRS Ohio 0.00% Reduce -74.3% 8,600 $117K
Amalgamated Bank 0.00% Add +8.8% 6,189 $84K
MAI Capital Management 0.00% Add +10.3% 5,845 $79K
Steward Partners Investment Advisory, LLC 0.00% Add +3028.7% 4,693 $64K
Advisors Asset Management, Inc. 0.00% Add +34.2% 4,579 $62K
AlphaQuest LLC 0.01% Add +261.1% 4,463 $61K
Tower Research Capital LLC (TRC) 0.00% Reduce -48.7% 4,132 $56K
Cwm, LLC 0.00% Add +44.5% 4,106 $56K
IFP Advisors, Inc 0.00% Reduce -0.2% 4,000 $54K
Nisa Investment Advisors, LLC 0.00% Add +17.4% 2,737 $37K
Banque Cantonale Vaudoise 0.00% — 2,327 $32K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 2,179 $30K
Quarry LP 0.01% Add +963.9% 2,181 $30K
SBI Securities Co., Ltd. 0.00% Add +17.1% 2,127 $29K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -77.8% 2,101 $28K
Bartlett & Co. Wealth Management LLC 0.00% New 2,000 $27K
National Bank of Canada 0.00% Add +162.2% 1,775 $24K
Optiver Holding B.V. 0.00% Reduce -6.9% 1,309 $18K
Farther Finance Advisors, LLC 0.00% Add +3160.0% 978 $14K
Larson Financial Group LLC 0.00% Add +33233.3% 1,000 $14K
Rakuten Securities, Inc. 0.01% Reduce -48.0% 793 $11K
Riggs Asset Managment Co. Inc. 0.00% Reduce -99.4% 781 $11K
Heck Capital Advisors, LLC 0.00% No change 771 $10K
GAMMA Investing LLC 0.00% Reduce -2.3% 674 $9K
Creative Financial Designs Inc. 0.00% No change 500 $7K
Geneos Wealth Management Inc. 0.00% No change 450 $6K
Rise Advisors, LLC 0.00% New 438 $6K
Covestor Ltd 0.00% Reduce -75.0% 383 $5K
CI Investments Inc. 0.00% Add +7.8% 359 $5K
MassMutual Private Wealth & Trust, FSB 0.00% New 308 $4K
Principal Securities, Inc. 0.00% No change 226 $4K
Hexagon Capital Partners LLC 0.00% Add +183.3% 289 $4K
Private Trust Co. NA 0.00% New 268 $4K
Rothschild Investment LLC 0.00% Add +32.5% 265 $4K
Pension & Wealth Management Advisors, Inc. 0.00% No change 250 $3K
Signaturefd, LLC 0.00% Add +3414.3% 246 $3K
Coldstream Capital Management Inc. 0.00% New 206 $3K
Sterling Capital Management LLC 0.00% Add +2.2% 187 $3K
Spire Wealth Management 0.00% Reduce -63.3% 180 $2K
TD Waterhouse Canada Inc. 0.00% Reduce -84.8% 168 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 150 $2K
EverSource Wealth Advisors, LLC 0.00% Add +63.9% 136 $2K
Allworth Financial LP 0.00% New 129 $2K
Lindbrook Capital, LLC 0.00% Reduce -19.3% 117 $2K
Huntington National Bank 0.00% New 113 $2K
Blue Bell Private Wealth Management, LLC 0.00% New 101 $1K
CoreCap Advisors, LLC 0.00% No change 89 $1K
Golden State Wealth Management, LLC 0.00% New 80 $1K
Wolff Wiese Magana LLC 0.00% No change 76 $1K
ORG Partners LLC 0.00% New 75 $1K
Physician Wealth Advisors, Inc. 0.00% New 69 $936
SouthState Bank Corp 0.00% New 61 $828
Parallel Advisors, LLC 0.00% Add +144.0% 61 $827
Bell Investment Advisors, Inc 0.00% No change 58 $787
Stephens Consulting, LLC 0.00% New 50 $678
Amundi 0.00% New 50 $658
WPG Advisers, LLC 0.00% New 36 $488
Hughes Financial Services, LLC 0.00% New 30 $421
Parkside Financial Bank & Trust 0.00% New 30 $407
Twin Tree Management, LP 0.00% New 30 $407
Quadrant Capital Group LLC 0.00% New 28 $380
TD Capital Management LLC 0.00% New 26 $353
WealthTrak Capital Management LLC 0.00% New 25 $339
Fourth Dimension Wealth, LLC 0.00% New 25 $339
Raleigh Capital Management Inc. 0.00% New 12 $163
Financial Management Professionals, Inc. 0.00% New 10 $136
Caitong International Asset Management Co., Ltd 0.00% Reduce -100.0% 1 $14

"% of holder's portfolio" is ZETA's weight in each manager's 13F, not the share of Zeta Global Holdings Corp. Class A the manager owns.