LPL Financial
ZETA icon

LPL Financial’s Zeta Global ZETA Stock Holding History

LPL Financial’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 		$6.92M Buy
351,400
+77,007
+28% +$1.43M ﹤0.01% 2497
2026
Q1 		$4.37M Sell
274,393
-2,750
-1% -$50.9K ﹤0.01% 2756
2025
Q4 		$5.64M Buy
277,143
+52,196
+23% +$975K ﹤0.01% 2430
2025
Q3 		$4.47M Buy
224,947
+25,204
+13% +$453K ﹤0.01% 2574
2025
Q2 		$3.09M Buy
199,743
+29,979
+18% +$398K ﹤0.01% 2719
2025
Q1 		$2.3M Buy
169,764
+21,667
+15% +$387K ﹤0.01% 2821
2024
Q4 		$2.66M Buy
148,097
+74,396
+101% +$1.88M ﹤0.01% 2603
2024
Q3 		$2.2M Buy
73,701
+18,590
+34% +$437K ﹤0.01% 2635
2024
Q2 		$973K Sell
55,111
-2,509
-4% -$36.8K ﹤0.01% 3282
2024
Q1 		$630K Buy
57,620
+177
+0.3% +$1.77K ﹤0.01% 3589
2023
Q4 		$507K Hold
57,443
– – ﹤0.01% 3659
2023
Q3 		$480K Sell
57,443
-120
-0.2% -$990 ﹤0.01% 3522
2023
Q2 		$492K Sell
57,563
-1,065
-2% -$9.74K ﹤0.01% 3459
2023
Q1 		$635K Buy
58,628
+155
+0.3% +$1.49K ﹤0.01% 3137
2022
Q4 		$478K Buy
58,473
+200
+0.3% +$1.62K ﹤0.01% 3285
2022
Q3 		$385K Buy
58,273
+28,219
+94% +$174K ﹤0.01% 3377
2022
Q2 		$136K Buy
+30,054
New +$264K ﹤0.01% 4054
2022
Q1 		– Sell
-19,336
Closed -$163K – 4405
2021
Q4 		$163K Buy
+19,336
New +$162K ﹤0.01% 4033

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

LPL Financial's ZETA Position: Q2 2026 in Review

LPL Financial increased its Zeta Global (ZETA) stake by 28% in Q2 2026, buying an estimated $1.43M and bringing the position to 351,400 shares worth $6.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

LPL Financial first reported a position in ZETA in Q4 2021 and has held it in 18 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • LPL Financial held 351,400 shares of Zeta Global worth $6.92M as of Q2 2026.
  • LPL Financial bought 77,007 Zeta Global shares in Q2 2026, an estimated $1.43M.
  • Zeta Global made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2497 holding.
  • LPL Financial first reported a position in Zeta Global in Q4 2021 and has held it in 18 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.