USAdvisors Wealth Management
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USAdvisors Wealth Management’s Zeta Global ZETA Stock Holding History

USAdvisors Wealth Management’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 		$606K Buy
19,200
+2,700
+16% +$71.7K 0.17% 82
2026
Q2 		$324K Buy
16,500
+5,800
+54% +$108K 0.09% 115
2026
Q1 		$158K Buy
+10,700
New +$198K 0.05% 134

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

USAdvisors Wealth Management's ZETA Position: Q3 2026 in Review

USAdvisors Wealth Management increased its Zeta Global (ZETA) stake by 16% in Q3 2026, buying an estimated $71.7K and bringing the position to 19,200 shares worth $606K. The position accounts for 0.17% of the portfolio, ranked #82.

USAdvisors Wealth Management first reported a position in ZETA in Q1 2026 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • USAdvisors Wealth Management held 19,200 shares of Zeta Global worth $606K as of Q3 2026.
  • USAdvisors Wealth Management bought 2,700 Zeta Global shares in Q3 2026, an estimated $71.7K.
  • Zeta Global made up 0.17% of USAdvisors Wealth Management's portfolio in Q3 2026, its #82 holding.
  • USAdvisors Wealth Management first reported a position in Zeta Global in Q1 2026 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.