ZEO
Zeo Energy Corp.
$0.67
+0.04 (+6.90%)
At close · Jul 2
Market Cap
$133.31M
Shares
58,019,912
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 33
Total Value: $1,145,208
Total Shares: 1,995,041
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 33 13F filersTop Holder
27.1%
of institutional value
Top 5
81.2%
of institutional value
Top 10
93.4%
of institutional value
HHI
1,816
Moderately concentrated
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid CITIZENS FINANCIAL GROUP INC/RI | $310,634 | 27.12% | 541,175 | Shares | Defined | 2026-05-01 | ||||
| Micro PIPER SANDLER & CO. | $291,306 | 25.44% | 507,502 | Shares | Sole | 2026-05-12 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $210,641 | 18.39% | 366,972 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $74,442 | 6.50% | 129,692 | Shares | Defined | 2026-05-15 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $43,050 | 3.76% | 75,000 | Shares | Defined | 2026-05-08 | ||||
| Small Texas Capital Bank Wealth Management Services Inc Bank | $40,636 | 3.55% | 70,795 | Shares | Other | 2026-05-11 | ||||
| Mid XTX Topco Ltd | $26,273 | 2.29% | 45,772 | Shares | Defined | 2026-05-15 | ||||
| Mid Groupe la Francaise | $25,118 | 2.19% | 43,761 | Shares | Defined | 2026-05-21 | ||||
| Mega BlackRock, Inc. | $25,046 | 2.19% | 43,636 | Shares | Sole | 2026-05-13 | ||||
| Mega STATE STREET CORP | $22,328 | 1.95% | 38,900 | Shares | Defined | 2026-05-15 | ||||
| Mid SHANDA ASSET MANAGEMENT HOLDINGS Ltd | $21,380 | 1.87% | 37,249 | Shares | Defined | 2026-05-15 | ||||
| Mega JANE STREET GROUP, LLC | $14,229 | 1.24% | 24,791 | Shares | Defined | 2026-05-12 | ||||
| Large Creative Planning | $9,917 | 0.87% | 17,278 | Shares | Sole | 2026-05-12 | ||||
| Small TWO SIGMA SECURITIES, LLC Broker-Dealer | $8,891 | 0.78% | 15,491 | Shares | Sole | 2026-05-15 | ||||
| Small CREDIT INDUSTRIEL ET COMMERCIAL | $6,225 | 0.54% | 10,845 | Shares | Defined | 2026-04-29 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $6,025 | 0.53% | 10,497 | Shares | Defined | 2026-05-08 | ||||
| Mega MORGAN STANLEY | $1,581 | 0.14% | 2,756 | Shares | Defined | 2026-05-15 | ||||
| Mid Tower Research Capital LLC (TRC) | $1,250 | 0.11% | 2,179 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $936 | 0.08% | 1,631 | Shares | Defined | 2026-05-05 | ||||
| Mega JPMORGAN CHASE & CO | $923 | 0.08% | 1,612 | Shares | Defined | 2026-05-13 | ||||
| Micro CKW FINANCIAL GROUP | $876 | 0.08% | 1,527 | Shares | Sole | 2026-05-07 | ||||
| Micro ABOUND FINANCIAL, LLC | $872 | 0.08% | 1,520 | Shares | Sole | 2026-05-04 | ||||
| Micro CAZ INVESTMENTS LP | $785 | 0.07% | 1,369 | Shares | Sole | 2026-05-12 | ||||
| Mid GROUP ONE TRADING LLC | $773 | 0.07% | 1,348 | Shares | Sole | 2026-05-13 | ||||
| Small Noble Wealth Management PBC | $578 | 0.05% | 876 | Shares | Sole | 2026-07-01 | ||||
| Mid Advisory Services Network, LLC | $176 | 0.02% | 308 | Shares | Sole | 2026-05-15 | ||||
| Large NewEdge Advisors, LLC | $143 | 0.01% | 250 | Shares | Sole | 2026-06-03 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $76 | 0.01% | 134 | Shares | Defined | 2026-04-28 | ||||
| Mega FMR LLC | $57 | 0.00% | 100 | Shares | Defined | 2026-05-15 | ||||
| Small CoreCap Advisors, LLC | $21 | 0.00% | 37 | Shares | Sole | 2026-04-07 | ||||
| Mid MAI Capital Management | $14 | 0.00% | 26 | Shares | Sole | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $4 | 0.00% | 8 | Shares | Defined | 2026-05-15 | ||||
| Mid Farther Finance Advisors, LLC | $2 | 0.00% | 4 | Shares | Sole | 2026-04-07 | ||||
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