IFP Advisors
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IFP Advisors’s Zeta Global ZETA Stock Holding History

IFP 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
Q3 		$203K Buy
6,437
+3,702
+135% +$98.3K ﹤0.01% 1520
2026
Q2 		$53.8K Buy
2,735
+1,857
+212% +$34.4K ﹤0.01% 2356
2026
Q1 		$14K Buy
878
+187
+27% +$3.46K ﹤0.01% 2983
2025
Q4 		$14.1K Sell
691
-1,926
-74% -$36K ﹤0.01% 2897
2025
Q3 		$52K Sell
2,617
-1,695
-39% -$30.4K ﹤0.01% 2054
2025
Q2 		$66.8K Buy
4,312
+312
+8% +$4.14K ﹤0.01% 1884
2025
Q1 		$54.2K Sell
4,000
-7
-0.2% -$125 ﹤0.01% 1857
2024
Q4 		$72.1K Buy
+4,007
New +$101K ﹤0.01% 1646

Other funds holding ZETA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

IFP Advisors's ZETA Position: Q3 2026 in Review

IFP Advisors increased its Zeta Global (ZETA) stake by 135% in Q3 2026, buying an estimated $98.3K and bringing the position to 6,437 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

IFP Advisors first reported a position in ZETA in Q4 2024 and has held it in 8 quarters since. 358 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • IFP Advisors held 6,437 shares of Zeta Global worth $203K as of Q3 2026.
  • IFP Advisors bought 3,702 Zeta Global shares in Q3 2026, an estimated $98.3K.
  • Zeta Global made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1520 holding.
  • IFP Advisors first reported a position in Zeta Global in Q4 2024 and has held it in 8 quarters since.
  • 358 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.