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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Caisse de depot et placement du Quebec trimmed | 11,400,428 | $19M | 27.7% | 2026-Q2 |
| Topline Capital Management, LLC added | 7,177,524 | $12M | 17.5% | 2026-Q2 |
| Kanen Wealth Management LLC added | 2,693,236 | $5M | 6.9% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 2,670,699 | $4M | 6.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,119,167 | $3M | 5.2% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 2,099,879 | $3M | 5.1% | 2026-Q2 |
| Stoic Point Capital Management LLC added | 1,134,964 | $2M | 2.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 969,397 | $2M | 2.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 920,090 | $1M | 2.2% | 2026-Q2 |
| BlackRock, Inc. trimmed | 804,400 | $1M | 2.0% | 2026-Q2 |
| Squarepoint Ops LLC added | 769,655 | $1M | 1.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 765,891 | $1M | 1.9% | 2026-Q2 |
| OneAscent Financial Services LLC new | 750,375 | $1M | 1.8% | 2026-Q2 |
| BCS Private Wealth Management, Inc. | 699,189 | $1M | 1.7% | 2026-Q2 |
| BRIGHTON JONES LLC new | 584,709 | $953K | 1.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 552,596 | $901K | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 452,386 | $737K | 1.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 392,151 | $640K | 1.0% | 2026-Q2 |
| Potrero Capital Research LLC trimmed | 315,181 | $514K | 0.8% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 272,100 | $444K | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 259,250 | $423K | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 236,526 | $386K | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 209,552 | $342K | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 203,474 | $332K | 0.5% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 198,150 | $359K | 0.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 188,828 | $308K | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 187,143 | $298K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 177,421 | $289K | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 151,915 | $248K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 142,188 | $232K | 0.3% | 2026-Q2 |
| Centiva Capital, LP trimmed | 127,104 | $207K | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 121,812 | $199K | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 114,200 | $186K | 0.3% | 2026-Q2 |
| Mariner, LLC added | 91,841 | $150K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 85,600 | $140K | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 83,338 | $136K | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 80,491 | $131K | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 79,488 | $130K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 54,149 | $85K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 50,346 | $82K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 41,668 | $68K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 36,698 | $60K | 0.1% | 2026-Q2 |
| NWAM LLC | 35,866 | $58K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 32,629 | $53K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 30,941 | $53K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC new | 28,165 | $46K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,956 | $46K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 25,787 | $42K | 0.1% | 2026-Q2 |
| Creative Planning added | 23,859 | $39K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 19,327 | $32K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 17,671 | $29K | 0.0% | 2026-Q2 |
| Ruggaard & Associates LLC new | 17,000 | $28K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 16,707 | $27K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 16,513 | $27K | 0.0% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 16,228 | $26K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 15,501 | $25K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd added | 15,015 | $24K | 0.0% | 2026-Q2 |
| Pallas Capital Advisors LLC new | 13,970 | $23K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 13,623 | $22K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC new | 13,000 | $21K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 12,671 | $21K | 0.0% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 12,116 | $20K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP new | 10,593 | $17K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 10,250 | $17K | 0.0% | 2026-Q2 |
| Field & Main Bank | 10,000 | $16K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 9,944 | $16K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 9,681 | $16K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 6,250 | $10K | 0.0% | 2026-Q2 |
| FMR LLC added | 6,083 | $10K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 5,652 | $9K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 5,138 | $8K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 3,282 | $5K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 2,452 | $4K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,010 | $3K | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 1,844 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 1,586 | $3K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,341 | $2K | 0.0% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 1,021 | $2K | 0.0% | 2026-Q2 |
| LRI Investments, LLC | 1,000 | $2K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 798 | $1K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 753 | $1K | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC trimmed | 666 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 659 | $1K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 579 | $944 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 552 | $900 | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 450 | $734 | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC | 291 | $474 | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 209 | $341 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 152 | $248 | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 150 | $245 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC new | 139 | $227 | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ new | 100 | $162 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 77 | $126 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 68 | $112 | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 41 | $66 | 0.0% | 2026-Q2 |
| Basecamp Wealth Advisors LLC added | 40 | $65 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 37 | $60 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 20 | $33 | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC new | 11 | $18 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 3 | $5 | 0.0% | 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.
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.