30 tracked 13F filers disclose a position in ZEO as of the latest SEC 13F filings, a combined $847K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CITIZENS FINANCIAL GROUP INC/RI | $311K | 541K | ▲+48% Added · +175K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $211K | 367K | →First observed position No prior filed position | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $72K | 109K | ▼−16% Reduced · −20K sh | Q2 2026 | |
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | $43K | 75K | ▲New +75K sh | Q1 2026 | |
| 5 | Texas Capital Bank Wealth Management Services Inc | $41K | 71K | —Held | Q1 2026 | |
| 6 | XTX Topco Ltd | $26K | 46K | ▲+44% Added · +14K sh | Q1 2026 | |
| 7 | Groupe la Francaise | $25K | 44K | —Held | Q1 2026 | |
| 8 | BlackRock, Inc. | $25K | 44K | ▲+8.6% Added · +3K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $26K | 39K | —Held | Q2 2026 | |
| 10 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | $21K | 37K | —Held | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $14K | 25K | ▲+137% Added · +14K sh | Q1 2026 | |
| 12 | Creative Planning | $10K | 17K | —Held | Q1 2026 | |
| 13 | CREDIT INDUSTRIEL ET COMMERCIAL | $7K | 11K | —Held | Q2 2026 | |
| 14 | VANGUARD FIDUCIARY TRUST CO | $6K | 10K | →First observed position No prior filed position | Q1 2026 | |
| 15 | MORGAN STANLEY | $2K | 3K | —Held | Q1 2026 | |
| 16 | Tower Research Capital LLC (TRC) | $1K | 2K | ▼−41% Reduced · −2K sh | Q1 2026 | |
| 17 | UBS Group AG | $936 | 2K | ▼−50% Reduced · −2K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $938 | 2K | —Held | Q1 2026 | |
| 19 | ABOUND FINANCIAL, LLC | $1K | 2K | —Held | Q2 2026 | |
| 20 | CAZ INVESTMENTS LP | $904 | 1K | —Held | Q2 2026 | |
| 21 | GROUP ONE TRADING LLC | $774 | 1K | ▼−40% Reduced · −893 sh | Q1 2026 | |
| 22 | Noble Wealth Management PBC | $579 | 876 | —Held | Q2 2026 | |
| 23 | Advisory Services Network, LLC | $177 | 308 | ▲New +308 sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $165 | 250 | —Held | Q2 2026 | |
| 25 | SBI Securities Co., Ltd. | $88 | 134 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in ZEO and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $1.8B |
| APPLE INCAAPL | 10 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.1B |
| MICROSOFT CORPMSFT | 10 funds | $989.5M |
| AMAZON.COM INCAMZN | 10 funds | $837.6M |
| ALPHABET INC-CL CGOOG | 10 funds | $420.8M |
| TESLA INCTSLA | 10 funds | $310.4M |
| JOHNSON & JOHNSONJNJ | 10 funds | $172.6M |
| ABBVIE INCABBV | 10 funds | $165.9M |
| BANK OF AMERICA CORPBAC | 10 funds | $151.1M |
| WELLS FARGO & COWFC | 10 funds | $78.8M |
| BOOKING HOLDINGS INCBKNG | 10 funds | $76.5M |
Ranked by how many of ZEO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 11, 2025 | Bridgewater Brandon | CSO | Sell (S) | 33K | $38K |
| Dec 10, 2025 | Bridgewater Brandon | CSO | Sell (S) | 5K | $5K |
| Dec 9, 2025 | Bridgewater Brandon | CSO | Sell (S) | 18K | $21K |
| Dec 8, 2025 | Bridgewater Brandon | CSO | Sell (S) | 24K | $29K |
| Sep 3, 2025 | Bridgewater Brandon | CSO | Sell (S) | 27K | $43K |
| Sep 3, 2025 | Larsen Kalen | COO | Sell (S) | 27K | $43K |
| Aug 29, 2025 | Bridgewater Brandon | CSO | Sell (S) | 440 | $704 |
| Aug 29, 2025 | Larsen Kalen | COO | Sell (S) | 440 | $704 |
| Aug 28, 2025 | Larsen Kalen | COO | Sell (S) | 29K | $47K |
| Aug 28, 2025 | Bridgewater Brandon | CSO | Sell (S) | 29K | $47K |
| Aug 27, 2025 | Larsen Kalen | COO | Sell (S) | 32K | $57K |
| Aug 27, 2025 | Bridgewater Brandon | CSO | Sell (S) | 32K | $57K |
| Class | 13F holders | Value held |
|---|---|---|
| ZEOthis pageStock | 30 funds | $847K |
| ZEOWWWTS | 21 funds | $323K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ZEO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ZEO/capital-change-brief"
Use Arkolith's capital_change_brief for ZEO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ZEO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.