ZEVIA PBC shareholder history

Current and past ZEVIA PBC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 320.00%0.00%0.00%Q1 2022Q2 202418
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2022Q2 202414
SILVERCREST ASSET MANAGEMENT GROUP LLC 12120.00%0.02%0.04%Q3 2021Q2 202412
CITIGROUP INC 12120.00%0.00%0.00%Q3 2021Q2 202412
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.00%0.00%Q3 2021Q2 202412
STATE STREET CORP 12120.00%0.00%0.00%Q3 2021Q2 202412
UBS Group AG 12120.00%0.00%0.00%Q3 2021Q2 202412
GEODE CAPITAL MANAGEMENT, LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
VANGUARD GROUP INC 12120.00%0.00%0.00%Q3 2021Q2 202412
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 12120.04%0.24%0.52%Q3 2021Q2 202412
BANK OF AMERICA CORP /DE/ 12120.00%0.00%0.00%Q3 2021Q2 202412
WELLS FARGO & COMPANY/MN 12120.00%0.00%0.00%Q3 2021Q2 202412
MORGAN STANLEY 12120.00%0.00%0.00%Q3 2021Q2 202412
BlackRock Finance, Inc. 12120.00%0.00%0.00%Q3 2021Q2 202412
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q3 2021Q2 202412
NORTHERN TRUST CORP 12120.00%0.00%0.00%Q3 2021Q2 202412
Tower Research Capital LLC (TRC) 12120.00%0.00%0.00%Q3 2021Q2 202412
STEPHENS INC /AR/ 11110.00%0.01%0.03%Q4 2021Q2 202411
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 830.00%0.00%0.00%Q3 2021Q2 202411
EMERALD MUTUAL FUND ADVISERS TRUST 11110.06%0.15%0.26%Q3 2021Q1 202411
EMERALD ADVISERS, LLC 11110.06%0.18%0.28%Q3 2021Q1 202411
BARCLAYS PLC 10100.00%0.00%0.00%Q1 2022Q2 202410
FMR LLC 10100.00%0.00%0.00%Q1 2022Q2 202410
KENNEDY CAPITAL MANAGEMENT LLC 10100.01%0.04%0.06%Q1 2022Q2 202410
LAKEWOOD CAPITAL MANAGEMENT, LP 10100.04%0.08%0.16%Q3 2021Q4 202310
TOCQUEVILLE ASSET MANAGEMENT L.P. 10100.00%0.00%0.00%Q1 2022Q2 202410
Bank of New York Mellon Corp 730.00%0.00%0.00%Q3 2021Q1 202410
Stonebridge Capital Advisors LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Penserra Capital Management LLC 990.00%0.00%0.00%Q4 2021Q4 20239
NWAM LLC 990.00%0.01%0.02%Q1 2022Q1 20249
BRIDGEWAY CAPITAL MANAGEMENT, LLC 990.00%0.00%0.01%Q2 2022Q2 20249
Field & Main Bank 880.02%0.03%0.08%Q3 2021Q2 20238
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.00%0.00%Q2 2022Q1 20248
CIBC Private Wealth Group LLC 510.00%0.00%0.00%Q1 2022Q2 20248
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q3 2021Q2 20248
JPMORGAN CHASE & CO 530.00%0.00%0.00%Q3 2021Q2 20248
NEW YORK STATE COMMON RETIREMENT FUND 530.00%0.00%0.00%Q4 2021Q2 20248
TD Waterhouse Canada Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
Nuveen Asset Management, LLC 430.00%0.00%0.00%Q3 2021Q1 20247
Champlain Investment Partners, LLC 770.02%0.04%0.06%Q4 2021Q2 20237
AMERICAN INTERNATIONAL GROUP, INC. 430.00%0.00%0.00%Q3 2021Q1 20247
HighTower Advisors, LLC 770.00%0.00%0.00%Q3 2021Q1 20237
Ameritas Investment Partners, Inc. 430.00%0.00%0.00%Q3 2021Q1 20247
Legal & General Group Plc 430.00%0.00%0.00%Q3 2021Q1 20247
Renaissance Technologies 430.00%0.00%0.00%Q4 2021Q2 20247
Tradition Wealth Management, LLC 430.00%0.00%0.00%Q3 2021Q2 20237
ANCHOR CAPITAL ADVISORS LLC 660.00%0.02%0.03%Q3 2022Q4 20236
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 330.00%0.00%0.00%Q3 2021Q4 20236
ALGERT GLOBAL LLC 420.00%0.00%0.01%Q1 2022Q3 20236
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q3 2022Q2 20246
DIMENSIONAL FUND ADVISORS LP 660.00%0.00%0.00%Q1 2023Q2 20246
VERUS CAPITAL PARTNERS, LLC 510.00%0.01%0.01%Q1 2022Q3 20236
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 660.00%0.00%0.00%Q1 2023Q2 20246
Virtu Financial LLC 310.00%0.00%0.01%Q1 2022Q2 20245
MARSHALL WACE, LLP 320.00%0.00%0.00%Q4 2021Q1 20235
AMALGAMATED BANK 410.00%0.00%0.00%Q1 2022Q1 20245
PRELUDE CAPITAL MANAGEMENT, LLC 320.00%0.00%0.00%Q2 2022Q4 20235
RHUMBLINE ADVISERS 550.00%0.00%0.00%Q2 2023Q2 20245
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q1 2022Q2 20245
OSAIC HOLDINGS, INC. 210.00%0.00%0.00%Q3 2021Q4 20235
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q4 2021Q2 20245
CAPTRUST FINANCIAL ADVISORS 320.00%0.00%0.00%Q1 2022Q4 20235
STONNINGTON GROUP, LLC 410.12%0.22%0.31%Q3 2021Q1 20235
Squarepoint Ops LLC 320.00%0.00%0.01%Q3 2021Q2 20235
Capstone Financial Advisors, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
BSW Wealth Partners 440.06%0.19%0.32%Q1 2023Q4 20234
D. E. Shaw & Co., Inc. 220.00%0.00%0.00%Q3 2021Q4 20234
West Financial Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Invesco Ltd. 440.00%0.00%0.00%Q2 2023Q1 20244
Riverwater Partners LLC 440.08%0.15%0.19%Q3 2022Q2 20234
SAPIENT CAPITAL LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Westside Investment Management, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
PUTNAM INVESTMENTS LLC 330.00%0.02%0.03%Q3 2021Q1 20223
Allspring Global Investments Holdings, LLC 210.00%0.00%0.00%Q4 2021Q3 20233
STRS OHIO 330.00%0.00%0.00%Q3 2021Q1 20223
Man Group plc 330.00%0.00%0.00%Q4 2022Q2 20233
Legato Capital Management LLC 330.02%0.03%0.04%Q4 2022Q2 20233
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q3 2021Q1 20223
HRT FINANCIAL LP 210.00%0.00%0.01%Q1 2023Q2 20243
Prime Capital Investment Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q1 2023Q2 20243
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q3 2021Q2 20243
FEDERATED HERMES, INC. 210.00%0.01%0.02%Q3 2021Q2 20243
Paradigm Financial Partners, LLC 330.02%0.02%0.02%Q2 2022Q4 20223
BOOTHBAY FUND MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2022Q1 20233
NISA INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q1 20242
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q1 2024Q2 20242
Paloma Partners Management Co 220.00%0.00%0.00%Q4 2021Q1 20222
Baystate Wealth Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 220.00%0.00%0.00%Q3 2021Q4 20212
STATE OF WISCONSIN INVESTMENT BOARD 220.00%0.00%0.00%Q3 2021Q4 20212
NewEdge Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SEI INVESTMENTS CO 220.00%0.00%0.00%Q3 2021Q4 20212
XTX Topco Ltd 220.00%0.01%0.01%Q4 2023Q1 20242
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
CWM, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Jump Financial, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Covington Capital Management 220.00%0.00%0.00%Q4 2021Q1 20222
State of Tennessee, Department of Treasury 220.00%0.00%0.00%Q3 2021Q4 20212
683 Capital Management, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
PEREGRINE CAPITAL MANAGEMENT LLC 220.07%0.09%0.10%Q3 2021Q4 20212
Cubist Systematic Strategies, LLC 110.00%0.00%0.01%Q3 2021Q2 20222
Larson Financial Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
TEACHER RETIREMENT SYSTEM OF TEXAS 110.01%0.01%0.01%Q3 2021Q3 20211
Rokos Capital Management LLP 110.01%0.01%0.01%Q3 2021Q3 20211
AWM Investment Company, Inc. 110.08%0.08%0.08%Q3 2021Q3 20211
Creative Planning 110.00%0.00%0.00%Q1 2023Q1 20231
Point72 Asia (Singapore) Pte. Ltd. 110.01%0.01%0.01%Q2 2024Q2 20241
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
JACOBS LEVY EQUITY MANAGEMENT, INC 110.00%0.00%0.00%Q4 2023Q4 20231
Point72 Hong Kong Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q2 2023Q2 20231
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Y-Intercept (Hong Kong) Ltd 110.00%0.00%0.00%Q2 2024Q2 20241
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2023Q2 20231
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.00%0.00%0.00%Q2 2024Q2 20241
SUMMIT SECURITIES GROUP LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CAAS CAPITAL MANAGEMENT LP 110.02%0.02%0.02%Q3 2021Q3 20211
Centiva Capital, LP 110.00%0.00%0.00%Q2 2024Q2 20241
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2022Q2 20221
VOYA INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ExodusPoint Capital Management, LP 110.00%0.00%0.00%Q4 2021Q4 20211
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Point72 (DIFC) Ltd 110.00%0.00%0.00%Q2 2024Q2 20241
Ellevest, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Diversified Trust Co 110.00%0.00%0.00%Q1 2022Q1 20221
Alpha Paradigm Partners, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ProShare Advisors LLC 110.00%0.00%0.00%Q2 2024Q2 20241
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Axiom Investment Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Woodline Partners LP 110.01%0.01%0.01%Q3 2021Q3 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
AQR Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
Engineers Gate Manager LP 110.01%0.01%0.01%Q3 2021Q3 20211
Ergoteles LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 110.03%0.03%0.03%Q3 2021Q3 20211
LEVIN CAPITAL STRATEGIES, L.P. 110.10%0.10%0.10%Q3 2021Q3 20211
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q3 20221
GSA CAPITAL PARTNERS LLP 110.01%0.01%0.01%Q2 2023Q2 20231
Wealth Alliance Advisory Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q4 2023Q4 20231
DRIEHAUS CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q3 2021Q3 20211

This page lists all the filers that currently own ZEVIA PBC or have owned ZEVIA PBC in the past.