Zevia PBC
ZVIA- Exchange
- NYSE
- Industry
- Bottled & Canned Soft Drinks & Carbonated Waters
- SEC CIK
- 0001854139
No open-market purchases or sales by Zevia PBC insiders were filed in the last 90 days; 101 institutions reported holding it in 13F filings for Q2 2026, worth $67.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Zevia PBC as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 101
- −14 vs. Q1 2026
- Shares held
- 41.4M
- −3.44M (−7.7%) vs. Q1 2026
- Total value
- $67.8M
- +$15.2M (+28.9%) vs. Q1 2026
- New holders
- 26
- 35 more added
- Sold out
- 40
- 28 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ZVIA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 101 | $67.8M |
| Q1 2026 | 118 | $52.6M |
| Q4 2025 | 109 | $107.7M |
| Q3 2025 | 100 | $107.6M |
| Q2 2025 | 97 | $124.7M |
| Q1 2025 | 81 | $71.8M |
| Q4 2024 | 65 | $125.6M |
| Q3 2024 | 39 | $28.5M |
| Q2 2024 | 59 | $18.7M |
| Q1 2024 | 50 | $36.4M |
| Q4 2023 | 63 | $63.7M |
| Q3 2023 | 58 | $70.7M |
| Q2 2023 | 69 | $142.5M |
| Q1 2023 | 64 | $120.1M |
| Q4 2022 | 59 | $124.0M |
| Q3 2022 | 47 | $128.6M |
| Q2 2022 | 47 | $78.3M |
| Q1 2022 | 62 | $203.2M |
| Q4 2021 | 56 | $233.4M |
| Q3 2021 | 57 | $348.8M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Zevia PBC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 3 | $5 | 0.00% | +1+50.0% | Added |
| JPL Wealth Management, LLC | 11 | $18 | 0.00% | +11 | New |
| Larson Financial Group LLC | 20 | $33 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 37 | $60 | 0.00% | +37 | New |
| Basecamp Wealth Advisors LLC | 40 | $65 | 0.00% | +30+300.0% | Added |
| Transamerica Financial Advisors, Inc. | 41 | $66 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 68 | $112 | 0.00% | +68 | New |
| SJS Investment Consulting Inc. | 77 | $126 | 0.00% | +74+2,466.7% | Added |
| National Bank of Canada | 100 | $162 | 0.00% | +100 | New |
| GAMMA Investing LLC | 139 | $227 | 0.00% | +139 | New |
| Parallel Advisors, LLC | 150 | $245 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 152 | $248 | 0.00% | −126−45.3% | Reduced |
| The PNC Financial Services Group, Inc. | 209 | $341 | 0.00% | +49+30.6% | Added |
| Group One Trading, L.P. | 291 | $474 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 450 | $734 | 0.00% | +450 | New |
| True Wealth Design, LLC | 552 | $900 | 0.00% | +432+360.0% | Added |
| BNP Paribas Arbitrage, SA | 579 | $944 | 0.00% | −42,412−98.7% | Reduced |
| Farther Finance Advisors, LLC | 659 | $1.06K | 0.00% | +497+306.8% | Added |
| Fortitude Family Office, LLC | 666 | $1.09K | 0.00% | −25−3.6% | Reduced |
| Simplex Trading, LLC | 753 | $1.23K | 0.00% | +753 | New |
| Rothschild Investment LLC | 798 | $1.30K | 0.00% | +586+276.4% | Added |
| LRI Investments, LLC | 1,000 | $1.63K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,021 | $1.66K | 0.00% | −6,753−86.9% | Reduced |
| Russell Investments Group, Ltd. | 1,341 | $2.19K | 0.00% | −1,865−58.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,586 | $2.59K | 0.00% | +971+157.9% | Added |
| Essential Partners LLC | 1,844 | $3.01K | 0.00% | −1,241−40.2% | Reduced |
| Allworth Financial LP | 2,452 | $4.00K | 0.00% | +1,704+227.8% | Added |
| Barclays PLC | 3,282 | $5.35K | 0.00% | −8,487−72.1% | Reduced |
| SBI Securities Co., Ltd. | 5,138 | $8.38K | 0.00% | +2,591+101.7% | Added |
| UBS Group AG | 5,652 | $9.21K | 0.00% | −6,936−55.1% | Reduced |
| Jones Financial Companies LLLP | 6,250 | $9.75K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,083 | $9.91K | 0.00% | +2,226+57.7% | Added |
| SRS Capital Advisors, Inc. | 9,681 | $15.8K | 0.00% | +9,375+3,063.7% | Added |
| Royal Bank of Canada | 9,944 | $16.0K | 0.00% | +3,367+51.2% | Added |
| Field & Main Bank | 10,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,250 | $16.7K | 0.00% | −9,915−49.2% | Reduced |
| Axq Capital, LP | 10,593 | $17.3K | 0.00% | +10,593 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,116 | $19.7K | 0.00% | −1,000−7.6% | Reduced |
| Raymond James Financial Inc | 12,671 | $20.7K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 13,000 | $21.2K | 0.00% | +13,000 | New |
| Advisor Group Holdings, Inc. | 13,623 | $22.2K | 0.00% | +13,623 | New |
| Pallas Capital Advisors LLC | 13,970 | $22.8K | 0.00% | +13,970 | New |
| Quadrature Capital Ltd | 15,015 | $24.5K | 0.00% | +15,015 | New |
| Kestra Private Wealth Services, LLC | 15,501 | $25.3K | 0.00% | +15,501 | New |
| Tocqueville Asset Management L.P. | 16,228 | $26.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 16,513 | $26.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,707 | $27.2K | 0.00% | −6,390−27.7% | Reduced |
| Ruggaard & Associates LLC | 17,000 | $27.7K | 0.01% | +17,000 | New |
| Captrust Financial Advisors | 17,671 | $28.8K | 0.00% | +17,671 | New |
| Morgan Stanley | 19,327 | $31.5K | 0.00% | −32,392−62.6% | Reduced |
| Creative Planning | 23,859 | $38.9K | 0.00% | +13,096+121.7% | Added |
| Schonfeld Strategic Advisors LLC | 25,787 | $42.0K | 0.00% | +25,787 | New |
| Susquehanna International Group, LLP | 27,956 | $45.6K | 0.00% | −931,082−97.1% | Reduced |
| JustInvest LLC | 28,165 | $45.9K | 0.00% | +28,165 | New |
| Mercer Global Advisors Inc | 32,629 | $53.2K | 0.00% | +21,678+198.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,941 | $53.2K | 0.00% | +18,898+156.9% | Added |
| Nwam LLC | 35,866 | $58.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 36,698 | $59.8K | 0.00% | +3,824+11.6% | Added |
| Cerity Partners LLC | 41,668 | $67.9K | 0.00% | +20,062+92.9% | Added |
| Northwestern Mutual Wealth Management Co | 50,346 | $82.1K | 0.00% | −1,208−2.3% | Reduced |
| JPMorgan Chase & Co | 54,149 | $85.0K | 0.00% | −24,397−31.1% | Reduced |
| HRT Financial LP | 66,949 | $109.0K | 0.00% | +66,949 | New |
| Jacobs Levy Equity Management, Inc | 79,488 | $129.6K | 0.00% | −214,401−73.0% | Reduced |
| Dimensional Fund Advisors LP | 80,491 | $130.8K | 0.00% | −133,828−62.4% | Reduced |
| Northern Trust Corp | 83,338 | $135.8K | 0.00% | −276,865−76.9% | Reduced |
| Bridgeway Capital Management, LLC | 85,600 | $139.5K | 0.00% | −25,000−22.6% | Reduced |
| Mariner, LLC | 91,841 | $149.7K | 0.00% | +45,538+98.3% | Added |
| Marshall Wace, LLP | 114,200 | $186.1K | 0.00% | +114,200 | New |
| Ieq Capital, LLC | 121,812 | $198.6K | 0.00% | +72,087+145.0% | Added |
| Centiva Capital, LP | 127,104 | $207.2K | 0.01% | −20,645−14.0% | Reduced |
| Goldman Sachs Group Inc | 142,188 | $231.8K | 0.00% | −202,800−58.8% | Reduced |
| Colony Group, LLC | 151,915 | $247.6K | 0.00% | +6,651+4.6% | Added |
| XTX Topco Ltd | 177,421 | $289.2K | 0.00% | +134,491+313.3% | Added |
| HSBC Holdings PLC | 187,143 | $298.5K | 0.00% | +187,143 | New |
| State Street Corp | 188,828 | $307.8K | 0.00% | −316,903−62.7% | Reduced |
| Qube Research & Technologies Ltd | 203,474 | $331.7K | 0.00% | +30,517+17.6% | Added |
| Vanguard Fiduciary Trust Co | 209,552 | $341.6K | 0.00% | −47,082−18.3% | Reduced |
| TD Waterhouse Canada Inc. | 198,150 | $358.7K | 0.00% | +7,548+4.0% | Added |
| Millennium Management LLC | 236,526 | $385.5K | 0.00% | +236,526 | New |
| Arrowstreet Capital, Limited Partnership | 259,250 | $422.6K | 0.00% | +259,250 | New |
| Canada Pension Plan Investment Board | 272,100 | $443.5K | 0.00% | +272,100 | New |
| Potrero Capital Research LLC | 315,181 | $513.7K | 0.31% | −1,427,850−81.9% | Reduced |
| Geode Capital Management, LLC | 392,151 | $639.6K | 0.00% | −655,652−62.6% | Reduced |
| Gsa Capital Partners LLP | 407,999 | $665.0K | 0.04% | +94,899+30.3% | Added |
| Two Sigma Investments, LP | 452,386 | $737.4K | 0.00% | +313,886+226.6% | Added |
| D. E. Shaw & Co., Inc. | 552,596 | $900.7K | 0.00% | +121,961+28.3% | Added |
| Brighton Jones LLC | 584,709 | $953.1K | 0.02% | +584,709 | New |
| BCS Private Wealth Management, Inc. | 699,189 | $1.14M | 0.34% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 750,375 | $1.22M | 0.06% | +750,375 | New |
| Renaissance Technologies LLC | 765,891 | $1.25M | 0.00% | −45,935−5.7% | Reduced |
| Squarepoint Ops LLC | 769,655 | $1.25M | 0.00% | +224,357+41.1% | Added |
| BlackRock, Inc. | 804,400 | $1.31M | 0.00% | −2,313,387−74.2% | Reduced |
| AQR Capital Management LLC | 920,090 | $1.50M | 0.00% | +390,266+73.7% | Added |
| Jane Street Group, LLC | 969,397 | $1.58M | 0.00% | +969,397 | New |
| Stoic Point Capital Management LLC | 1,134,964 | $1.85M | 1.55% | +393,796+53.1% | Added |
| Jefferies Financial Group Inc. | 2,099,879 | $3.42M | 0.03% | +3,289+0.2% | Added |
| Vanguard Capital Management LLC | 2,119,167 | $3.45M | 0.00% | +435,436+25.9% | Added |
| Mackenzie Financial Corp | 2,670,699 | $4.35M | 0.00% | +2,546,548+2,051.2% | Added |
| Kanen Wealth Management LLC | 2,693,236 | $4.59M | 1.12% | +1,443,236+115.5% | Added |
| Topline Capital Management, LLC | 7,177,524 | $11.7M | 3.03% | +428,860+6.4% | Added |