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Integrated Wealth Concepts’s Zeta Global ZETA Stock Holding History

Integrated Wealth Concepts’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 		$172K Buy
+10,793
New +$200K ﹤0.01% 2131

Other funds holding ZETA

BlackRock
BlackRock New York $5.72T 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
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
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

Integrated Wealth Concepts's ZETA Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Zeta Global (ZETA) in Q1 2026: 10,793 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #2131 among its holdings.

398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Integrated Wealth Concepts held 10,793 shares of Zeta Global worth $172K as of Q1 2026.
  • Zeta Global was a new Integrated Wealth Concepts position in Q1 2026.
  • Zeta Global made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2131 holding.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.