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Zevia PBC (ZVIA)

CUSIP: 98955K104 | NYSE | Consumer Defensive · Beverages - Non-Alcoholic | Micro Cap | 279 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DBubble Holdings, LLC13,812,15416.1%New 5%+ stakeOct 22, 2026No 13F filer matched
13DBubble Holdings, LLC13,812,154
16.1% of class · Oct 22, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

MacKenzie Financial Corp1,885,226
0.0% of portfolio›$2.2M
Jefferies Financial Group Inc.1,841,590
0.0% of portfolio›$2.2M
Brighton Jones LLC575,712
0.0% of portfolio›$679.3K
TD Waterhouse Canada Inc.197,711
0.0% of portfolio›$237.3K
Dimensional Fund Advisors LP80,491
0.0% of portfolio›$95.2K
R Squared Ltd37,516
0.0% of portfolio›$44.3K
Capital Investment Advisors, LLC14,300
0.0% of portfolio›$16.9K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors12,116
0.0% of portfolio›$14.3K
Simplex Trading, LLC7,308
0.0% of portfolio›$8.6K
SBI Securities Co., Ltd.5,174
0.0% of portfolio›$6.1K
Essential Partners LLC784
0.0% of portfolio›$925
Fortitude Family Office, LLC487
0.0% of portfolio›$575
Parallel Advisors, LLC150
0.0% of portfolio›$177
Farther Finance Advisors, LLC106
0.0% of portfolio›$125
EverSource Wealth Advisors, LLC103
0.0% of portfolio›$122
Provenance Wealth Advisors, LLC83
0.0% of portfolio›$98
PNC Financial Services Group, Inc.54
0.0% of portfolio›$64
True Wealth Design, LLC25
0.0% of portfolio›$30
Larson Financial Group LLC20
0.0% of portfolio›$24
IFP Advisors, Inc17
0.0% of portfolio›$20
Caitong International Asset Management Co., Ltd15
0.0% of portfolio›$18
SJS Investment Consulting Inc.1
0.0% of portfolio›$2
StyleTurnoverLocationFiled
MacKenzie Financial Corp
1,885,226$2.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Jefferies Financial Group Inc.
1,841,590$2.2M0.0%CoreVery HighNew York, NY2026-11-05
Brighton Jones LLC
575,712$679.3K0.0%CoreVery LowSeattle, WA2026-11-03
TD Waterhouse Canada Inc.
197,711$237.3K0.0%CoreLowToronto, Australia2026-10-16
Dimensional Fund Advisors LP
80,491$95.2K0.0%IndexLowAustin, TX2026-11-04
R Squared Ltd
37,516$44.3K0.0%ValueVery HighHong Kong, South Korea2026-11-06
Capital Investment Advisors, LLC
14,300$16.9K0.0%CoreLowAtlanta, GA2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
12,116$14.3K0.0%ETFMediumWestlake, OH2026-10-14
Simplex Trading, LLC
7,308$8.6K0.0%CoreVery HighChicago, IL2026-11-04
SBI Securities Co., Ltd.
5,174$6.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Essential Partners LLC
784$9250.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
487$5750.0%ETFMediumScottsdale, AZ2026-10-14
Parallel Advisors, LLC
150$1770.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
106$1250.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
103$1220.0%CoreMediumBirmingham, AL2026-11-04
Provenance Wealth Advisors, LLC
83$980.0%ETFLowFort Lauderdale, FL2026-10-30
PNC Financial Services Group, Inc.
54$640.0%GrowthVery LowPittsburgh, PA2026-11-06
True Wealth Design, LLC
25$300.0%ETFMediumAkron, OH2026-10-13
Larson Financial Group LLC
20$240.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
17$200.0%GrowthLowTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
15$180.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
1$20.0%ETFVery LowSylvania, OH2026-10-26