Creative Planning
ZETA icon

Creative Planning’s Zeta Global ZETA Stock Holding History

Creative Planning’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
Q2 		$4.23M Buy
215,079
+41,239
+24% +$765K ﹤0.01% 1537
2026
Q1 		$2.77M Buy
173,840
+104,960
+152% +$1.94M ﹤0.01% 1648
2025
Q4 		$1.4M Buy
68,880
+16,230
+31% +$303K ﹤0.01% 2009
2025
Q3 		$1.05M Buy
52,650
+34,167
+185% +$614K ﹤0.01% 2074
2025
Q2 		$286K Sell
18,483
-2,667
-13% -$35.4K ﹤0.01% 2934
2025
Q1 		$287K Buy
21,150
+5,694
+37% +$102K ﹤0.01% 2800
2024
Q4 		$278K Sell
15,456
-7,888
-34% -$199K ﹤0.01% 2726
2024
Q3 		$696K Buy
+23,344
New +$549K ﹤0.01% 1819

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's ZETA Position: Q2 2026 in Review

Creative Planning increased its Zeta Global (ZETA) stake by 24% in Q2 2026, buying an estimated $765K and bringing the position to 215,079 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Creative Planning first reported a position in ZETA in Q3 2024 and has held it in 8 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Creative Planning held 215,079 shares of Zeta Global worth $4.23M as of Q2 2026.
  • Creative Planning bought 41,239 Zeta Global shares in Q2 2026, an estimated $765K.
  • Zeta Global made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1537 holding.
  • Creative Planning first reported a position in Zeta Global in Q3 2024 and has held it in 8 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.