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Commonwealth Equity Services’s
Zeta Global
ZETA
Stock Holding History
Commonwealth Equity Services’s Portfolio
ZETA Stock Details
ZETA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.44M
Buy
153,242
+225
+0.1%
+$4.17K
﹤0.01%
1839
2025
Q4
$3.11M
Buy
153,017
+10,624
+7%
+$198K
﹤0.01%
1659
2025
Q3
$2.83M
Buy
142,393
+2,694
+2%
+$48.4K
﹤0.01%
1745
2025
Q2
$2.16M
Sell
139,699
-1,762
-1%
-$23.4K
﹤0.01%
1918
2025
Q1
$1.92M
Sell
141,461
-1,463
-1%
-$26.1K
﹤0.01%
1940
2024
Q4
$2.57M
Sell
142,924
-1,929
-1%
-$48.7K
﹤0.01%
1692
2024
Q3
$4.32M
Sell
144,853
-3,214
-2%
-$75.6K
0.01%
1314
2024
Q2
$2.61M
Sell
148,067
-2,000
-1%
-$29.3K
﹤0.01%
1611
2024
Q1
$1.64M
Sell
150,067
-2,735
-2%
-$27.3K
﹤0.01%
1905
2023
Q4
$1.35M
Sell
152,802
-5,000
-3%
-$42K
﹤0.01%
1963
2023
Q3
$1.32M
Buy
157,802
+132,789
+531%
+$1.1M
﹤0.01%
1881
2023
Q2
$214K
Buy
25,013
+800
+3%
+$7.32K
﹤0.01%
3349
2023
Q1
$262
Sell
24,213
-1,500
-6%
-$14.4K
﹤0.01%
3079
2022
Q4
$210K
Buy
+25,713
New
+$208K
﹤0.01%
3187
Other funds holding ZETA
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
GC
Greenvale Capital
London, United Kingdom
$912M AUM
34.2%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
DGI
Disciplined Growth Investors
Minneapolis, Minnesota
$4.89B AUM
33.85%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CAM
Contour Asset Management
New York
$3.08B AUM
21.94%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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