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Institutional Ownership · SEC Form 13F

Who owns ZETA (ZETA)


Which tracked institutional funds hold ZETA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZETA company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

398
Institutional holders
174,037,211
Shares held (tracked funds)

How the tape is positioned

74 tracked funds added or opened ZETA while 139 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ZETA’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ZETA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ZETA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 397 tracked filers holding ZETA, 240 increased or opened the position and 180 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ZETA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 30

  • VANGUARD PORTFOLIO MANAGEMENT LLC$205M
  • VANGUARD CAPITAL MANAGEMENT LLC$143M
  • VANGUARD FIDUCIARY TRUST CO$22M
  • HRT FINANCIAL LP$14M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$6M
  • HAHN CAPITAL MANAGEMENT LLC$4M

Full exits 28

  • VANGUARD GROUP INC$463M
  • FULLER & THALER ASSET MANAGEMENT, INC.$82M
  • O'Neil Global Advisors, Inc.$12M
  • CAPITAL FUND MANAGEMENT S.A.$10M
  • Point72 Asset Management, L.P.$9M
  • FRONTIER CAPITAL MANAGEMENT CO LLC$6M

Largest adds

  • UBS Group AG$48M
  • JANE STREET GROUP, LLC$46M
  • Capital World Investors$26M
  • Greenvale Capital LLP$23M
  • PRINCIPAL FINANCIAL GROUP INC$14M
  • AQR CAPITAL MANAGEMENT LLC$13M

Largest trims

  • BlackRock, Inc.$201M
  • Contour Asset Management LLC$147M
  • M&T Bank Corp$138M
  • Annex Advisory Services, LLC$39M
  • Granahan Investment Management, LLC$37M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$33M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
VANGUARD PORTFOLIO MANAGEMENT LLC new12,870,889$205M6.1%2026-Q1
Greenvale Capital LLP added10,400,000$166M4.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new8,995,535$143M4.3%2026-Q1
BlackRock, Inc. trimmed8,854,035$141M4.2%2026-Q1
Capital World Investors added8,058,636$128M3.8%2026-Q1
DISCIPLINED GROWTH INVESTORS INC /MN added6,153,472$98M2.9%2026-Q1
NEUBERGER BERMAN GROUP LLC added5,870,619$93M2.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed5,486,377$87M2.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added5,140,566$82M2.4%2026-Q1
Contour Asset Management LLC trimmed5,062,355$81M2.4%2026-Q1
JANE STREET GROUP, LLC added4,977,447$79M2.4%2026-Q1
STATE STREET CORP added4,883,968$78M2.3%2026-Q1
UBS Group AG added4,821,693$77M2.3%2026-Q1
BWCP, LP added4,511,645$72M2.1%2026-Q1
BANK OF AMERICA CORP /DE/ added3,853,723$61M1.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,864,071$46M1.4%2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLC added2,438,763$39M1.2%2026-Q1
MARSHALL WACE, LLP added2,301,757$37M1.1%2026-Q1
NORTHERN TRUST CORP added2,222,910$35M1.1%2026-Q1
MORGAN STANLEY added2,212,841$35M1.0%2026-Q1
Clearbridge Investments, LLC trimmed2,089,609$33M1.0%2026-Q1
Stephens Investment Management Group LLC trimmed2,029,670$32M1.0%2026-Q1
Nuveen, LLC added1,914,728$30M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,686,017$27M0.8%2026-Q1
CITADEL ADVISORS LLC trimmed1,668,431$27M0.8%2026-Q1
NORGES BANK trimmed1,932,436$26M0.8%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added1,594,426$25M0.8%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,475,140$23M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,409,780$22M0.7%2026-Q1
PANAGORA ASSET MANAGEMENT INC added1,274,738$20M0.6%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added1,142,960$18M0.5%2026-Q1
AMERIPRISE FINANCIAL INC added1,114,329$18M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,084,205$17M0.5%2026-Q1
Granahan Investment Management, LLC trimmed1,024,487$16M0.5%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed1,007,122$16M0.5%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed961,608$15M0.5%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added941,675$15M0.4%2026-Q1
P2 Capital Partners, LLC trimmed915,000$15M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added872,226$14M0.4%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added871,060$14M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added868,239$14M0.4%2026-Q1
Penn Capital Management Company, LLC added833,753$13M0.4%2026-Q1
Bank of New York Mellon Corp added830,888$13M0.4%2026-Q1
RPG Investment Advisory, LLC added759,790$12M0.4%2026-Q1
Granite Investment Partners, LLC trimmed700,167$11M0.3%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed698,740$11M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added667,478$11M0.3%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed656,375$10M0.3%2026-Q1
JPMORGAN CHASE & CO added703,914$10M0.3%2026-Q1
Qube Research & Technologies Ltd added653,369$10M0.3%2026-Q1
Summit Creek Advisors LLC trimmed559,113$9M0.3%2026-Q1
ROYAL BANK OF CANADA added558,179$9M0.3%2026-Q1
Russell Investments Group, Ltd. added554,038$9M0.3%2026-Q1
SEI INVESTMENTS CO added553,693$9M0.3%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC added550,112$9M0.3%2026-Q1
Manatuck Hill Partners, LLC trimmed550,000$9M0.3%2026-Q1
STANSBERRY ASSET MANAGEMENT, LLC trimmed502,768$8M0.2%2026-Q1
Ophir Asset Management Pty Ltd trimmed495,103$8M0.2%2026-Q1
Samjo Management, LLC trimmed486,605$8M0.2%2026-Q1
Portolan Capital Management, LLC trimmed486,271$8M0.2%2026-Q1
Bullseye Asset Management LLC456,361$7M0.2%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed415,530$7M0.2%2026-Q1
1492 Capital Management LLC trimmed410,257$7M0.2%2026-Q1
Fiduciary Alliance LLC added356,064$6M0.2%2026-Q1
CastleKnight Management LP added383,400$6M0.2%2026-Q1
FIRST TRUST ADVISORS LP added378,425$6M0.2%2026-Q1
Swiss National Bank added373,800$6M0.2%2026-Q1
GROUP ONE TRADING LLC trimmed357,132$6M0.2%2026-Q1
CITIGROUP INC added355,019$6M0.2%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added380,139$6M0.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed349,516$6M0.2%2026-Q1
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed312,000$5M0.1%2026-Q1
PDT Partners, LLC trimmed307,200$5M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added238,009$5M0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed293,828$5M0.1%2026-Q1
HRT FINANCIAL LP trimmed293,500$5M0.1%2026-Q1
VANGUARD GROUP INC added22,772,649$463M13.8%2025-Q4 stale
FULLER & THALER ASSET MANAGEMENT, INC. added4,027,355$82M2.4%2025-Q4 stale
GPI CAPITAL, L.P.5,140,859$80M2.4%2025-Q2 stale
Yong Rong (HK) Asset Management Ltd new2,857,500$39M1.2%2025-Q1 stale
AXA Investment Managers S.A. new1,359,036$27M0.8%2025-Q3 stale
Think Investments LP new1,410,457$19M0.6%2025-Q1 stale
Anatole Investment Management Ltd new1,339,969$18M0.5%2025-Q1 stale
Zurich Insurance Group Ltd/FI new631,197$13M0.4%2025-Q3 stale
O'Neil Global Advisors, Inc. new613,529$12M0.4%2025-Q4 stale
Monolith Management Ltd added667,225$10M0.3%2025-Q2 stale
Fortress Investment Group LLC new500,000$10M0.3%2025-Q3 stale
Cubist Systematic Strategies, LLC trimmed488,973$10M0.3%2025-Q3 stale
CAPITAL FUND MANAGEMENT S.A. added474,831$10M0.3%2025-Q4 stale
Point72 Asset Management, L.P. added452,966$9M0.3%2025-Q4 stale
BATTERY MANAGEMENT CORP.455,351$9M0.3%2025-Q3 stale
Trexquant Investment LP trimmed409,525$8M0.2%2025-Q3 stale
Whetstone Capital Advisors, LLC added416,867$6M0.2%2025-Q2 stale
Advantage Alpha Capital Partners LP trimmed312,311$6M0.2%2025-Q3 stale
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed293,526$6M0.2%2025-Q4 stale
MinichMacGregor Wealth Management, LLC new264,812$5M0.2%2025-Q4 stale
CASTLEARK MANAGEMENT LLC trimmed256,297$5M0.2%2025-Q4 stale
Squarepoint Ops LLC added258,035$5M0.2%2025-Q3 stale
WT Asset Management Ltd new328,900$5M0.2%2025-Q2 stale
Nicholas Investment Partners, LP added224,867$5M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership