HighTower Advisors

HighTower Advisors’s Zeta Global ZETA Stock Holding History

HighTower Advisors’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	$262K	Sell	16,444 -7,910	-32%	-$146K	﹤0.01%	3287
2025 Q4	$496K	Sell	24,354 -1,519	-6%	-$28.4K	﹤0.01%	2631
2025 Q3	$514K	Buy	25,873 +3,511	+16%	+$63.1K	﹤0.01%	2603
2025 Q2	$346K	Sell	22,362 -446	-2%	-$5.92K	﹤0.01%	2807
2025 Q1	$309K	Buy	22,808 +457	+2%	+$8.16K	﹤0.01%	2844
2024 Q4	$402K	Sell	22,351 -32	-0.1%	-$808	﹤0.01%	2648
2024 Q3	$668K	Buy	22,383 +892	+4%	+$21K	﹤0.01%	2186
2024 Q2	$379K	Buy	21,491 +40	+0.2%	+$587	﹤0.01%	2530
2024 Q1	$235K	Buy	21,451 +49	+0.2%	+$489	﹤0.01%	2878
2023 Q4	$189K	Hold	21,402	–	–	﹤0.01%	3030
2023 Q3	$178K	Sell	21,402 -2,032	-9%	-$16.8K	﹤0.01%	2948
2023 Q2	$200K	Sell	23,434 -199,676	-89%	-$1.83M	﹤0.01%	2870
2023 Q1	$2.42M	Buy	223,110 +70,780	+46%	+$682K	0.01%	1179
2022 Q4	$1.24M	Buy	152,330 +127,198	+506%	+$1.03M	﹤0.01%	1554
2022 Q3	$167K	Buy	+25,132	New	+$155K	﹤0.01%	2650

Other funds holding ZETA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Neuberger Berman Group

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return