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
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 $5.7T 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 $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
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return