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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
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 $6.73T 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

IFP Advisors's ZETA Position: Q2 2026 in Review

IFP Advisors increased its Zeta Global (ZETA) stake by 212% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,735 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

IFP Advisors first reported a position in ZETA in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.1K in Q4 2024. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • IFP Advisors held 2,735 shares of Zeta Global worth $53.8K as of Q2 2026.
  • IFP Advisors bought 1,857 Zeta Global shares in Q2 2026, an estimated $34.4K.
  • Zeta Global made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2356 holding.
  • IFP Advisors first reported a position in Zeta Global in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Zeta Global position peaked at $72.1K in Q4 2024.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.