Zeo Energy Corp. - ZEO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 541,175 | 357 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 421,569 | 278 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 115,994 | 76 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 109,279 | 72 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 75,000 | 49 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Groupe la Francaise | History | No change | 43,761 | 28 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| STATE STREET CORP | History | No change | 38,900 | 25 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| XTX Topco Ltd | History | No change | 38,891 | 25 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | History | No change | 37,249 | 24 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 30,080 | 19 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 17,270 | 11 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 17,107 | 11 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,625 | 7 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 10,845 | 7 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 10,497 | 6 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 10,043 | 6 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,612 | 1 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,779 | 1 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,527 | 1 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,520 | 1 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,348 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAZ INVESTMENTS LP | History | No change | 1,369 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 134 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Noble Wealth Management PBC | History | No change | 876 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |