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ZVIA Institutional Ownership & 13F Holders | SmartMoneyDB

ZVIAZEVIA PBC

CL A · CUSIP 98955K104

Smart Money Ownership

Of the 8 tracked institutions holding ZVIA, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +6.5pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$35.0K

+2.7pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

ZVIA (ZEVIA PBC) Institutional Ownership Summary

Among the 8 tracked institutional investors we monitor, ZVIA (ZEVIA PBC) is held with a combined value of $11.18M across 7,313,478 shares. The largest holder is VANGUARD GROUP INC with a position worth $5.30M. 5 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$11.18M

Total Shares Held

7,313,478

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

VANGUARD GROUP INC+16% shares~$734.3K AQR CAPITAL MANAGEMENT LLC+373% shares~$488.8K RENAISSANCE TECHNOLOGIES LLC+33% shares~$237.3K STATE STREET CORP+3% shares~$15.6K PRICE T ROWE ASSOCIATES INC /MD/+50% shares~$11.6K

13F Institutional Holders

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RENAISSANCE TECHNOLOGIES LLC

0.00% of book+33.3%

$949.84K

AQR CAPITAL MANAGEMENT LLC

PRICE T ROWE ASSOCIATES INC /MD/

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$5.30M	2,282,339	0.00%	+16.1%
2	BlackRock, Inc.	$3.65M	3,117,787	0.00%	-1.7%
3	RENAISSANCE TECHNOLOGIES LLC	$949.84K	811,826	0.00%	+33.3%
4	AQR CAPITAL MANAGEMENT LLC	$619.89K	529,824	0.00%	+372.9%
5	STATE STREET CORP	$591.71K	505,731	0.00%	+2.7%
6	CITADEL ADVISORS LLC	$38.46K	32,874	0.00%	-88.9%
7	PRICE T ROWE ASSOCIATES INC /MD/	$35.00K	29,240	0.00%	+49.5%
8	FMR LLC	$4.51K	3,857	0.00%	-37.3%

Frequently Asked Questions

Which institutional investors own the most ZVIA stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of ZVIA with a position worth $5.30M, representing 0.00% of their portfolio. In total, 8 institutional investors hold ZVIA with a combined value of $11.18M.

What percentage of ZVIA is owned by institutional investors?

Institutional investors hold $11.18M worth of ZVIA stock across 8 positions. The largest institutional holder is VANGUARD GROUP INC with $5.30M in holdings.

What is a 13F filing and why does it matter for ZVIA?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For ZVIA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track ZVIA institutional moves

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