Position in ZD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$18,542
+$2,411 QoQ
Shares Held
442
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ZD Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,052,269 across 16 Advertising Agencies names. ZD ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OMC |
Omnicom Group Inc.
|
6,580 | $495,532 | |
| 2 | APP |
AppLovin Corp
|
871 | $346,658 | |
| 3 | DV |
DoubleVerify Holdings, Inc.
|
8,548 | $81,205 | |
| 4 | TTD |
Trade Desk, Inc.
|
2,031 | $46,079 | |
| 5 | QNST |
Quinstreet, Inc
|
2,191 | $26,311 | |
| 6 | ZD |
Ziff Davis, Inc.
This page
|
442 | $18,542 | |
| 7 | MGNI |
Magnite, Inc.
|
766 | $9,098 | |
| 8 | WPP |
WPP plc
|
507 | $7,881 |
All Filings in ZD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,542 | 442 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $16,131 | 459 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,638 | 463 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,335 | 804 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,863 | 502 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,778 | 180 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,224 | 354 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $770 | 14 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $24,459 | 388 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $34,468 | 513 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,068 | 111 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $630 | 9 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $40,819 | 523 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $42,081 | 532 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $78,032 | 1,047 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||