ZEO Energy Corp (ZEO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Citizens Financial Group Inc

UNCHANGED

Shares541,175 from 541,175

Change0 (0%)

Value$180.9K (-$176.5K)

Filed 2026-10-23

StoneX Group Inc.

NEW

Shares17,889

Change+17,889

Value$6.0K

Filed 2026-11-03

Creative Planning

UNCHANGED

Shares17,107 from 17,107

Change0 (0%)

Value$5.7K (-$5.6K)

Filed 2026-11-02

Diversify Wealth Management, LLC

NEW

Shares10,836

Change+10,836

Value$2.9K

Filed 2026-10-20

Diversify Advisory Services, LLC

NEW

Shares10,836

Change+10,836

Value$2.9K

Filed 2026-10-20

CKW Financial Group

UNCHANGED

Shares1,527 from 1,527

Change0 (0%)

Value$0 (-$1.0K)

Filed 2026-10-29

Noble Wealth Management PBC

UNCHANGED

Shares876 from 876

Change0 (0%)

Value$293 (-$286)

Filed 2026-10-01

SBI Securities Co., Ltd.

UNCHANGED

Shares134 from 134

Change0 (0%)

Value$45 (-$43)

Filed 2026-10-22

CoreCap Advisors, LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$12 (-$12)

Filed 2026-10-08

Farther Finance Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$1 (-$2)

Filed 2026-10-08

Vanguard Capital Management LLC

N/A

Shares— from 421,569

Change-421,569 (-100%)

Value—

UBS Group AG

N/A

Shares— from 115,994

Change-115,994 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 109,279

Change-109,279 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 75,000

Change-75,000 (-100%)

Value—

Groupe la Francaise

N/A

Shares— from 43,761

Change-43,761 (-100%)

Value—

State Street Corp

N/A

Shares— from 38,900

Change-38,900 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 38,891

Change-38,891 (-100%)

Value—

Shanda Asset Management Holdings Ltd

N/A

Shares— from 37,249

Change-37,249 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 30,080

Change-30,080 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 17,270

Change-17,270 (-100%)

Value—

Credit Industriel ET Commercial

N/A

Shares— from 10,845

Change-10,845 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 10,625

Change-10,625 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 10,497

Change-10,497 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 10,043

Change-10,043 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,779

Change-2,779 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,612

Change-1,612 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 1,520

Change-1,520 (-100%)

Value—

CAZ Investments LP

N/A

Shares— from 1,369

Change-1,369 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 1,348

Change-1,348 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

FMR LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Barclays PLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
Citizens Financial Group Inc	UNCHANGED	541,175	541,175	0	0%	$357.4K	$180.9K	-$176.5K	2026-10-23
StoneX Group Inc.	NEW	17,889	—	+17,889	—	—	$6.0K	—	2026-11-03
Creative Planning	UNCHANGED	17,107	17,107	0	0%	$11.3K	$5.7K	-$5.6K	2026-11-02
Diversify Wealth Management, LLC	NEW	10,836	—	+10,836	—	—	$2.9K	—	2026-10-20
Diversify Advisory Services, LLC	NEW	10,836	—	+10,836	—	—	$2.9K	—	2026-10-20
CKW Financial Group	UNCHANGED	1,527	1,527	0	0%	$1.0K	$0	-$1.0K	2026-10-29
Noble Wealth Management PBC	UNCHANGED	876	876	0	0%	$579	$293	-$286	2026-10-01
SBI Securities Co., Ltd.	UNCHANGED	134	134	0	0%	$88	$45	-$43	2026-10-22
CoreCap Advisors, LLC	UNCHANGED	37	37	0	0%	$24	$12	-$12	2026-10-08
Farther Finance Advisors, LLC	UNCHANGED	4	4	0	0%	$3	$1	-$2	2026-10-08
Vanguard Capital Management LLC	N/A	—	421,569	-421,569	-100%	$278.2K	—	—	—
UBS Group AG	N/A	—	115,994	-115,994	-100%	$76.6K	—	—	—
Geode Capital Management, LLC	N/A	—	109,279	-109,279	-100%	$72.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	75,000	-75,000	-100%	$49.5K	—	—	—
Groupe la Francaise	N/A	—	43,761	-43,761	-100%	$28.9K	—	—	—
State Street Corp	N/A	—	38,900	-38,900	-100%	$25.7K	—	—	—
XTX Topco Ltd	N/A	—	38,891	-38,891	-100%	$25.7K	—	—	—
Shanda Asset Management Holdings Ltd	N/A	—	37,249	-37,249	-100%	$24.6K	—	—	—
Jane Street Group, LLC	N/A	—	30,080	-30,080	-100%	$19.9K	—	—	—
HRT Financial LP	N/A	—	17,270	-17,270	-100%	$11	—	—	—
Credit Industriel ET Commercial	N/A	—	10,845	-10,845	-100%	$7.2K	—	—	—
Northern Trust Corp	N/A	—	10,625	-10,625	-100%	$7.0K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	10,497	-10,497	-100%	$6.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	10,043	-10,043	-100%	$6.6K	—	—	—
Morgan Stanley	N/A	—	2,779	-2,779	-100%	$1.8K	—	—	—
JPMorgan Chase & Co	N/A	—	1,612	-1,612	-100%	$1.1K	—	—	—
Abound Financial, LLC	N/A	—	1,520	-1,520	-100%	$1.0K	—	—	—
CAZ Investments LP	N/A	—	1,369	-1,369	-100%	$904	—	—	—
Group One Trading LLC	N/A	—	1,348	-1,348	-100%	$890	—	—	—
NewEdge Advisors, LLC	N/A	—	250	-250	-100%	$165	—	—	—
FMR LLC	N/A	—	100	-100	-100%	$66	—	—	—
Barclays PLC	N/A	—	73	-73	-100%	$48	—	—	—
Osaic Holdings, Inc.	N/A	—	8	-8	-100%	$5	—	—	—

Showing 33 of 33 institutions