Institutional Ownership Zevia Pbc (ZVIA)
This table provides information about the institutional ownership of Zevia Pbc (ZVIA). We have compiled data on the 48 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
16,239
shares
|
$61,221
0.0% of portfolio
|
Q1 2024
Reduced 49.08%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
15,995
shares
|
$60,301
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
14,880
shares
|
$56,097
0.0% of portfolio
|
Q3 2024
Reduced 61.88%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
13,661
shares
|
$51,501
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
13,065
shares
|
$49,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
10,000
shares
|
$37,700
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$24,128
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,608
shares
|
$17,372
0.0% of portfolio
|
Q3 2024
Reduced 70.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,286
shares
|
$16,158
0.0% of portfolio
|
Q3 2024
Reduced 88.59%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
1,691
shares
|
$6,375
0.0% of portfolio
|
Q3 2024
Reduced 75.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$5,655
0.0% of portfolio
|
Q2 2024
Reduced 84.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
640
shares
|
$2,412
0.0% of portfolio
|
Q3 2024
Reduced 91.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
537
shares
|
$2,024
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
530
shares
|
$1,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
509
shares
|
$1,918
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$1,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
375
shares
|
$1,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
20
shares
|
$75
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
16
shares
|
$60
0.0% of portfolio
|
Q3 2024
Reduced 99.68%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|