13F

Stock

Zeo Energy Corp

Ticker not mapped · held by 32 managers

Reported value

$1.14M

Holders

32

+2 new · −3 exited

Holders’ est. mark

−$669.3K

Price effect on 28 books still in the name

Largest holder

$310.6K

CITIZENS FINANCIAL GROUP INC/RI

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
CITIZENS FINANCIAL GROUP INC/RI541.2K$310.6K−$188.9KCut−$88.5K
PIPER SANDLER & CO.507.5K$291.3K−$261.9KCut−$447.4K
VANGUARD CAPITAL MANAGEMENT LLC367K$210.6KHeld
GEODE CAPITAL MANAGEMENT, LLC129.7K$74.5K−$48.2KCut−$27.2K
PNC Financial Services Group, Inc.75K$43KNew
Texas Capital Bank Wealth Management Services Inc70.8K$40.6K−$36.5KCut−$36.5K
XTX Topco Ltd45.8K$26.3K−$16.4KCut−$8.28K
Groupe la Francaise43.8K$25.1K−$22.6KCut−$22.6K
BlackRock, Inc.43.6K$25K−$20.7KCut−$18.7K
State Street38.9K$22.3K−$20.1KCut−$20.1K
SHANDA ASSET MANAGEMENT HOLDINGS Ltd37.2K$21.4K−$19.2KCut−$19.2K
JANE STREET GROUP, LLC24.8K$14.2K−$5.39KAdded$2.85K
Creative Planning17.3K$9.92K−$8.92KCut−$8.91K
TWO SIGMA SECURITIES, LLC15.5K$8.89K−$7.92KCut−$7.84K
CREDIT INDUSTRIEL ET COMMERCIAL10.8K$6.22K−$5.6KCut−$5.6K
VANGUARD FIDUCIARY TRUST CO10.5K$6.03KHeld
MORGAN STANLEY2.76K$1.58K−$1.42KCut−$1.42K
Tower Research Capital LLC (TRC)2.18K$1.25K−$1.12KCut−$2.8K
JPMORGAN CHASE & CO1.61K$938−$820Cut−$820
UBS Group AG1.63K$936−$842Cut−$2.64K
ABOUND FINANCIAL, LLC1.52K$872−$785Cut−$785
CAZ INVESTMENTS LP1.37K$786−$706Cut−$706
GROUP ONE TRADING LLC1.35K$774−$696Cut−$1.67K
Noble Wealth Management PBC876$503−$452Cut−$452
Advisory Services Network, LLC308$177New
SBI Securities Co., Ltd.134$77−$69Cut−$69
Fidelity100$57−$52Cut−$52
CoreCap Advisors, LLC37$21−$19Cut−$19
MAI Capital Management26$15−$14Cut−$14
OSAIC HOLDINGS, INC.8$4−$4Cut−$4
Farther Finance Advisors, LLC4$2−$2Cut−$2
CKW FINANCIAL GROUP1.53K$1−$1Cut−$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.