Zeta Global Holdings Corp. (ZETA) — Institutional Holders, Q2 2026 (page 5)
419 institutional investment managers reported a ZETA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 419. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ZETA 13F holders ranked 401–419 of 419
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Godfrey Financial Associates#401 · 24 sh | 24 | $472.00 | <0.01% | 0.0% |
| 402 | COMPASS FINANCIAL MANAGEMENT#402 · 15 sh | 15 | $295.00 | 0.00% | — |
| 403 | JFS WEALTH ADVISORS#403 · 14 sh | 14 | $276.00 | 0.00% | New |
| 404 | Bear Mountain Capital#404 · 9 sh | 9 | $203.00 | <0.01% | 0.0% |
| 405 | Creative Capital Management Investments#405 · 10 sh | 10 | $197.00 | 0.00% | New |
| 406 | HFM Investment Advisors#406 · 10 sh | 10 | $197.00 | <0.01% | New |
| 407 | AdvisorNet Financial#407 · 7 sh | 7 | $138.00 | — | 0.0% |
| 408 | DiNuzzo Private Wealth#408 · 6 sh | 6 | $119.00 | — | New |
| 409 | Rialto Wealth Management#409 · 6 sh | 6 | $119.00 | 0.00% | New |
| 410 | HM PAYSON#410 · 5 sh | 5 | $99.00 | 0.00% | New |
| 411 | LRI Investments#411 · 2 sh | 2 | $39.00 | 0.00% | New |
| 412 | DecisionPoint Financial#412 · 1 sh | 1 | $21.00 | 0.00% | New |
| 413 | Rakuten Securities#413 · 1 sh | 1 | $20.00 | 0.00% | -99.7% |
| 414 | HUNTINGTON NATIONAL BANK#414 · 1 sh | 1 | $20.00 | 0.00% | -99.7% |
| 415 | Capital Advisors, Ltd.#415 · 6 sh | 6 | $0.00 | 0.00% | 0.0% |
| 416 | Avion Wealth#416 · 33 sh | 33 | $0.00 | 0.00% | 0.0% |
| 417 | Navigoe#417 · 7 sh | 7 | $0.00 | 0.00% | New |
| 418 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#418 · 220,658 sh | 220,658 | — | — | -3.0% |
| 419 | Worth Venture Partners#419 · 14,780 sh | 14,780 | — | — | +16.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.