As of the latest SEC filings, Zevia PBC (ZVIA) is held by 84 institutional funds. The largest fund shareholder is iShares Russell 2000 ETF (IWM), holding an estimated $1,511,374.41 in market value, representing a significant portion of its portfolio.
Funds holding Zevia PBC (ZVIA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ZVIA
- CIK:
- 0001854139
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,511,374.41 | 1,291,773 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,360,879.65 | 1,163,145 | Mar 31, 2026 | May 28, 2026 |
|
MFCCX
Meridian Contrarian Fund
|
MF | Independent / Boutique | 0.21% | $1,243,432.71 | 1,062,763 | Mar 31, 2026 | Jun 1, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $685,731.84 | 535,728 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $524,913.48 | 448,644 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $441,829.44 | 377,632 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $368,297.66 | 274,849 | Feb 28, 2026 | Apr 28, 2026 |
|
PHLOX
Philotimo Focused Growth & Income
|
MF | Independent / Boutique | 0.26% | $292,500.00 | 250,000 | Mar 31, 2026 | May 14, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $243,901.44 | 182,016 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $166,776.48 | 142,544 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $141,395.20 | 110,465 | Apr 30, 2026 | Jun 25, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.11% | $129,402.00 | 110,600 | Mar 31, 2026 | May 21, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $111,980.70 | 95,710 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $104,893.86 | 78,279 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $84,428.80 | 65,960 | Apr 30, 2026 | Jun 24, 2026 |
|
VFQY
VANGUARD U.S. QUALITY FACTOR ETF
|
ETF | Vanguard | 0.02% | $78,826.84 | 58,826 | Feb 28, 2026 | Apr 28, 2026 |
|
-
SMALL COMPANY GROWTH PORTFOLIO
|
ETF | Vanguard | 0.01% | $77,889.24 | 66,572 | Mar 31, 2026 | May 28, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $70,230.42 | 60,026 | Mar 31, 2026 | May 26, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $67,992.94 | 50,741 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.00% | $67,876.36 | 50,654 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $63,966.24 | 54,672 | Mar 31, 2026 | May 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $55,275.48 | 47,244 | Mar 31, 2026 | May 28, 2026 |
|
-
EQ/AB Small Cap Growth Portfolio
|
ETF | Independent / Boutique | 0.00% | $49,689.90 | 42,470 | Mar 31, 2026 | May 26, 2026 |
|
FECGX
Fidelity Small Cap Growth Index Fund
|
MF | Fidelity | 0.00% | $49,175.10 | 42,030 | Mar 31, 2026 | May 26, 2026 |
|
PCSGX
PACE Small/Medium Co Growth Equity Investments
|
MF | Independent / Boutique | 0.02% | $46,046.72 | 35,974 | Apr 30, 2026 | Jun 26, 2026 |
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