Filing Research | ZETA - ZETA GLOBAL HOLDINGS CORP-A Institutional Holdings

Snapshot holdings

50 / 77 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.4MSH	$27.5M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	523.5KSH	$10.3M
3	MARATHON CAPITAL MANAGEMENT	Shares	239.8KSH	$4.7M
4	Fiduciary Alliance LLC	Shares	126.6KSH	$2.5M
5	MOODY NATIONAL BANK TRUST DIVISION	Shares	126.4KSH	$2.5M
6	Harbour Capital Advisors, LLC	Shares	114.9KSH	$2.5M
7	Register Financial Advisors LLC	Shares	119.8KSH	$2.4M
8	Annex Advisory Services, LLC	Shares	119.3KSH	$2.3M
9	BENJAMIN EDWARDS INC	Shares	93.1KSH	$1.8M
10	Diversified Trust Co	Shares	91.5KSH	$1.8M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	73.9KSH	$1.6M
12	Essential Investment Partners LLC	Shares	79.0KSH	$1.6M
13	Skylands Capital, LLC	Shares	71.2KSH	$1.4M
14	Police & Firemen's Retirement System of New Jersey	Shares	67.0KSH	$1.3M
15	Fortis Group Advisors, LLC	Shares	65.2KSH	$1.3M
16	D.A. DAVIDSON & CO.	Shares	58.4KSH	$1.1M
17	Generali Investments, Management Co LLC	Shares	57.7KSH	$1.1M
18	PERKINS CAPITAL MANAGEMENT INC	Shares	55.9KSH	$1.1M
19	SOA Wealth Advisors, LLC.	Shares	42.5KSH	$836.4K
20	JUNCTURE WEALTH STRATEGIES, LLC	Shares	32.3KSH	$634.8K
21	Evanson Financial, LLC	Shares	30.6KSH	$602.4K
22	Central Pacific Bank - Trust Division	Shares	28.9KSH	$569.0K
23	Blue Trust, Inc.	Shares	25.5KSH	$502.7K
24	China Universal Asset Management Co., Ltd.	Shares	22.0KSH	$433.0K
25	Secure Asset Management, LLC	Shares	17.8KSH	$349.8K
26	SBI Securities Co., Ltd.	Shares	17.2KSH	$338.8K
27	Rathbones Group PLC	Shares	13.8KSH	$272.1K
28	Merit Financial Group, LLC	Shares	12.0KSH	$236.1K
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.4KSH	$223.8K
30	Hennion & Walsh Asset Management, Inc.	Shares	10.4KSH	$204.6K
31	Catalyst Capital Advisors LLC	Shares	8.5KSH	$167.3K
32	Palouse Capital Management, Inc.	Shares	8.2KSH	$161.8K
33	Quaker Wealth Management, LLC	Shares	6.8KSH	$133.1K
34	Farther Finance Advisors, LLC	Shares	5.7KSH	$113.0K
35	Secure Asset Management, LLC	PUT	4.0KSH	$78.7K
36	IFP Advisors, Inc	Shares	2.7KSH	$53.8K
37	Hartford Financial Management Inc.	Shares	2.4KSH	$47.2K
38	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	2.0KSH	$39.4K
39	GAMMA Investing LLC	Shares	2.0KSH	$38.6K
40	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$35.1K
41	Bravera Wealth	Shares	957SH	$18.8K
42	Versant Capital Management, Inc	Shares	865SH	$17.0K
43	Strategic Investment Solutions, Inc. /IL	Shares	806SH	$15.9K
44	Financial Management Professionals, Inc.	Shares	707SH	$13.9K
45	True Wealth Design, LLC	Shares	638SH	$12.6K
46	Aventura Private Wealth, LLC	Shares	592SH	$11.7K
47	SIGNATUREFD, LLC	Shares	518SH	$10.2K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	500SH	$10.1K
49	Atlatl Advisers LLC	Shares	313SH	$6.2K
50	Vermillion Wealth Management, Inc.	Shares	260SH	$5.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 87 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+252.7K	+$9.3M	$27.5M
2	BENJAMIN EDWARDS INC new	Shares	+93.1K	+$1.8M	$1.8M
3	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-26.6K	+$1.5M	$10.3M
4	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+47.7K	+$1.2M	$2.5M
5	MARATHON CAPITAL MANAGEMENT added	Shares	+7.9K	+$1.0M	$4.7M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.9K	+$703.7K	$1.6M
7	Register Financial Advisors LLC added	Shares	+7.6K	+$571.4K	$2.4M
8	Diversified Trust Co added	Shares	+9.2K	+$490.9K	$1.8M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+10.3K	+$415.4K	$1.3M
10	Essential Investment Partners LLC added	Shares	+7.4K	+$414.6K	$1.6M
11	Harbour Capital Advisors, LLC added	Shares	+265	+$387.4K	$2.5M
12	JUNCTURE WEALTH STRATEGIES, LLC added	Shares	+9.5K	+$271.8K	$634.8K
13	Merit Financial Group, LLC new	Shares	+12.0K	+$236.1K	$236.1K
14	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+11.4K	+$223.8K	$223.8K
15	PERKINS CAPITAL MANAGEMENT INC unchanged	Shares	0	+$210.2K	$1.1M
16	D.A. DAVIDSON & CO. trimmed	Shares	-4.6K	+$146.5K	$1.1M
17	Skylands Capital, LLC trimmed	Shares	-7.8K	+$144.3K	$1.4M
18	Central Pacific Bank - Trust Division added	Shares	+1.7K	+$135.3K	$569.0K
19	Blue Trust, Inc. added	Shares	+393	+$102.3K	$502.7K
20	Farther Finance Advisors, LLC added	Shares	+4.6K	+$95.5K	$113.0K
21	China Universal Asset Management Co., Ltd. unchanged	Shares	0	+$82.7K	$433.0K
22	Secure Asset Management, LLC new	PUT	+4.0K	+$78.7K	$78.7K
23	IFP Advisors, Inc added	Shares	+1.9K	+$39.8K	$53.8K
24	Quaker Wealth Management, LLC added	Shares	+821	+$38.5K	$133.1K
25	Palouse Capital Management, Inc. trimmed	Shares	-414	+$24.3K	$161.8K
26	Aventura Private Wealth, LLC new	Shares	+592	+$11.7K	$11.7K
27	True Wealth Design, LLC added	Shares	+435	+$9.3K	$12.6K
28	Hartford Financial Management Inc. unchanged	Shares	0	+$9.0K	$47.2K
29	Versant Capital Management, Inc added	Shares	+326	+$8.4K	$17.0K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+300	+$6.9K	$10.1K
31	Atlatl Advisers LLC new	Shares	+313	+$6.2K	$6.2K
32	PARK AVENUE SECURITIES LLC new	Shares	+243.1K	+$4.8K	$4.8K
33	GAMMA Investing LLC trimmed	Shares	-221	+$3.8K	$38.6K
34	Bravera Wealth unchanged	Shares	0	+$3.6K	$18.8K
35	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$3.0K	$15.9K
36	Wealth Enhancement Trust Services, Inc. new	Shares	+153	+$3.0K	$3.0K
37	Financial Management Professionals, Inc. added	Shares	+2	+$2.7K	$13.9K
38	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$2.4K	$39.4K
39	ARMSTRONG ADVISORY GROUP, INC new	Shares	+117	+$2.3K	$2.3K
40	Physician Wealth Advisors, Inc. added	Shares	+96	+$2.1K	$2.9K
41	MassMutual Private Wealth & Trust, FSB added	Shares	+72	+$1.9K	$4.0K
42	EverSource Wealth Advisors, LLC trimmed	Shares	-312	+$1.7K	$35.1K
43	Fortitude Family Office, LLC added	Shares	+46	+$1.6K	$4.8K
44	ENTRUST FINANCIAL LLC new	Shares	+60	+$1.2K	$1.2K
45	Spire Wealth Management added	Shares	+25	+$1.1K	$3.4K
46	SOA Wealth Advisors, LLC. trimmed	Shares	-10.0K	+$600	$836.4K
47	SJS Investment Consulting Inc. added	Shares	+20	+$582	$1.4K
48	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$564	$3.0K
49	HHM Wealth Advisors, LLC new	Shares	+25	+$492	$492
50	Handelsbanken Fonder AB added	Shares	+12.1K	+$451	$1.4K

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