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Institutional Ownership · SEC Form 13F

Who owns Zevia PBC (ZVIA)


Which tracked institutional funds hold ZVIA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZVIA company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

100
Institutional holders
41M
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened ZVIA while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ZVIA’s largest tracked holder by dollar value, Caisse de depot et placement du Quebec, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ZVIA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 100 tracked filers holding ZVIA, 60 increased or opened the position and 72 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ZVIA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • JANE STREET GROUP, LLC$2M
  • OneAscent Financial Services LLC$1M
  • BRIGHTON JONES LLC$953K

Full exits 3

  • SILVERCREST ASSET MANAGEMENT GROUP LLC$2M
  • ArrowMark Colorado Holdings LLC$1M
  • Divisadero Street Capital Management, LP$676K

Largest adds

  • MACKENZIE FINANCIAL CORP$4M
  • Topline Capital Management, LLC$4M
  • Kanen Wealth Management LLC$3M
  • Caisse de depot et placement du Quebec$3M
  • VANGUARD CAPITAL MANAGEMENT LLC$1M
  • Stoic Point Capital Management LLC$983K

Largest trims

  • BlackRock, Inc.$2M
  • Potrero Capital Research LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • GEODE CAPITAL MANAGEMENT, LLC$587K
  • NORTHERN TRUST CORP$286K
  • STATE STREET CORP$284K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Caisse de depot et placement du Quebec trimmed11,400,428$19M27.7%2026-Q2
Topline Capital Management, LLC added7,177,524$12M17.5%2026-Q2
Kanen Wealth Management LLC added2,693,236$5M6.9%2026-Q2
MACKENZIE FINANCIAL CORP added2,670,699$4M6.5%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added2,119,167$3M5.2%2026-Q2
Jefferies Financial Group Inc. added2,099,879$3M5.1%2026-Q2
Stoic Point Capital Management LLC added1,134,964$2M2.8%2026-Q2
JANE STREET GROUP, LLC added969,397$2M2.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added920,090$1M2.2%2026-Q2
BlackRock, Inc. trimmed804,400$1M2.0%2026-Q2
Squarepoint Ops LLC added769,655$1M1.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed765,891$1M1.9%2026-Q2
OneAscent Financial Services LLC new750,375$1M1.8%2026-Q2
BCS Private Wealth Management, Inc.699,189$1M1.7%2026-Q2
BRIGHTON JONES LLC new584,709$953K1.4%2026-Q2
D. E. Shaw & Co., Inc. added552,596$901K1.3%2026-Q2
TWO SIGMA INVESTMENTS, LP added452,386$737K1.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed392,151$640K1.0%2026-Q2
Potrero Capital Research LLC trimmed315,181$514K0.8%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added272,100$444K0.7%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new259,250$423K0.6%2026-Q2
MILLENNIUM MANAGEMENT LLC added236,526$386K0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed209,552$342K0.5%2026-Q2
Qube Research & Technologies Ltd added203,474$332K0.5%2026-Q2
TD Waterhouse Canada Inc. added198,150$359K0.5%2026-Q2
STATE STREET CORP trimmed188,828$308K0.5%2026-Q2
HSBC HOLDINGS PLC new187,143$298K0.4%2026-Q2
XTX Topco Ltd added177,421$289K0.4%2026-Q2
Focus Partners Wealth added151,915$248K0.4%2026-Q2
GOLDMAN SACHS GROUP INC trimmed142,188$232K0.3%2026-Q2
Centiva Capital, LP trimmed127,104$207K0.3%2026-Q2
IEQ CAPITAL, LLC added121,812$199K0.3%2026-Q2
MARSHALL WACE, LLP trimmed114,200$186K0.3%2026-Q2
Mariner, LLC added91,841$150K0.2%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed85,600$140K0.2%2026-Q2
NORTHERN TRUST CORP trimmed83,338$136K0.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed80,491$131K0.2%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed79,488$130K0.2%2026-Q2
JPMORGAN CHASE & CO trimmed54,149$85K0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed50,346$82K0.1%2026-Q2
Cerity Partners LLC added41,668$68K0.1%2026-Q2
CITADEL ADVISORS LLC added36,698$60K0.1%2026-Q2
NWAM LLC35,866$58K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added32,629$53K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added30,941$53K0.1%2026-Q2
Vanguard Personalized Indexing Management, LLC new28,165$46K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed27,956$46K0.1%2026-Q2
Schonfeld Strategic Advisors LLC added25,787$42K0.1%2026-Q2
Creative Planning added23,859$39K0.1%2026-Q2
MORGAN STANLEY trimmed19,327$32K0.0%2026-Q2
CAPTRUST FINANCIAL ADVISORS new17,671$29K0.0%2026-Q2
Ruggaard & Associates LLC new17,000$28K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed16,707$27K0.0%2026-Q2
Vanguard Global Advisers, LLC16,513$27K0.0%2026-Q2
TOCQUEVILLE ASSET MANAGEMENT L.P.16,228$26K0.0%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC new15,501$25K0.0%2026-Q2
Quadrature Capital Ltd added15,015$24K0.0%2026-Q2
Pallas Capital Advisors LLC new13,970$23K0.0%2026-Q2
OSAIC HOLDINGS, INC. added13,623$22K0.0%2026-Q2
IHT Wealth Management, LLC new13,000$21K0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC12,671$21K0.0%2026-Q2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed12,116$20K0.0%2026-Q2
AXQ CAPITAL, LP new10,593$17K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed10,250$17K0.0%2026-Q2
Field & Main Bank10,000$16K0.0%2026-Q2
ROYAL BANK OF CANADA added9,944$16K0.0%2026-Q2
Arax Advisory Partners added9,681$16K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP6,250$10K0.0%2026-Q2
FMR LLC added6,083$10K0.0%2026-Q2
UBS Group AG trimmed5,652$9K0.0%2026-Q2
SBI Securities Co., Ltd. added5,138$8K0.0%2026-Q2
BARCLAYS PLC trimmed3,282$5K0.0%2026-Q2
Allworth Financial LP added2,452$4K0.0%2026-Q2
Integrated Wealth Concepts LLC new2,010$3K0.0%2026-Q2
Essential Partners LLC trimmed1,844$3K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed1,586$3K0.0%2026-Q2
Russell Investments Group, Ltd. trimmed1,341$2K0.0%2026-Q2
FEDERATED HERMES, INC. trimmed1,021$2K0.0%2026-Q2
LRI Investments, LLC1,000$2K0.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added798$1K0.0%2026-Q2
SIMPLEX TRADING, LLC trimmed753$1K0.0%2026-Q2
Fortitude Family Office, LLC trimmed666$1K0.0%2026-Q2
Farther Finance Advisors, LLC added659$1K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed579$9440.0%2026-Q2
True Wealth Design, LLC added552$9000.0%2026-Q2
Global Retirement Partners, LLC450$7340.0%2026-Q2
GROUP ONE TRADING LLC291$4740.0%2026-Q2
PNC Financial Services Group, Inc. added209$3410.0%2026-Q2
IFP Advisors, Inc trimmed152$2480.0%2026-Q2
Parallel Advisors, LLC150$2450.0%2026-Q2
GAMMA Investing LLC new139$2270.0%2026-Q2
NATIONAL BANK OF CANADA /FI/ new100$1620.0%2026-Q2
SJS Investment Consulting Inc. added77$1260.0%2026-Q2
Clearstead Advisors, LLC new68$1120.0%2026-Q2
Transamerica Financial Advisors, LLC41$660.0%2026-Q2
Basecamp Wealth Advisors LLC added40$650.0%2026-Q2
Wealth Enhancement Trust Services, Inc. new37$600.0%2026-Q2
Larson Financial Group LLC20$330.0%2026-Q2
JPL Wealth Management, LLC new11$180.0%2026-Q2
Caitong International Asset Management Co., Ltd added3$50.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership