Regal Investment Advisors LLC

Position in ZETA — Zeta Global Holdings Corp.

CIK 1559789 KENTWOOD, MI

Position in ZETA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$820,357

-$251,355 QoQ

Shares Held

51,530

-2.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 5.833495051426354.ToString("F0")% Shared 0.ToString("F0")% None 94.16650494857365.ToString("F0")%

Technology · as of Mar 31, 2026

Regal Investment Advisors LLC holds $30,482,355 across 9 Software - Infrastructure names. ZETA ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	60,289	$22,317,179
2	CPAY	Corpay, Inc.	13,776	$4,008,678
3	ORCL	Oracle Corp	9,553	$1,405,341
4	PANW	Palo Alto Networks Inc	6,984	$1,119,674
5	ZETA	Zeta Global Holdings Corp. This page	51,530	$820,357
6	PLTR	Palantir Technologies Inc.	2,311	$338,053
7	CRWD	CrowdStrike Holdings, Inc.	3,422	$333,995
8	AIOT	Powerfleet, Inc.	26,465	$81,512

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$820,357	51,530	-2.2%	Shares	Sole	2026-05-14
2025-12-31	$1,071,712	52,664	+2.5%	Shares	Sole	2026-02-17
2025-09-30	$1,021,397	51,404	-5.4%	Shares	Sole	2025-11-13
2025-06-30	$841,664	54,336	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$736,253	54,296	-1.0%	Shares	Sole	2025-05-12
2024-12-31	$986,229	54,821	+9.6%	Shares	Sole	2025-02-13
2024-09-30	$1,491,559	50,002	-4.8%	Shares	Sole	2024-11-12
2024-06-30	$926,960	52,519	-5.6%	Shares	Sole	2024-08-15
2024-03-31	$607,871	55,615	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$488,328	55,366	+5.2%	Shares	Sole	2024-02-14
2023-09-30	$439,360	52,618	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.