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FIZZ NATIONAL BEVERAGE CORP

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Stock (common), issuer CIK 69891

233 managers (239 13F filers) reported a position in FIZZ shares at 2025-03-31, 23,427,066 shares in all. 40 filers opened a position and 24 filers sold out during the quarter.

Managers
233
13F filers
239
New
40
Added
79
Reduced
79
Sold out
24
Shares held by filers
23,427,066

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Smithfield Trust Co80$3K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners54$2.24K<0.01%013F-HRTimelineGroup
TD Capital Management LLC52$2.16K<0.01%013F-HRTimeline
Arax Advisory Partners52$2.16K<0.01%-1913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC51$2.12K<0.01%013F-HRTimeline
Hemington Wealth Management61$2K<0.01%+1113F-HRTimeline
Brooklyn Investment Group48$1.99K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc42$1.75K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC38$1.58K<0.01%013F-HRTimeline
NewEdge Advisors, LLC34$1.41K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$1.25K<0.01%+1013F-HRTimeline
Sterling Capital Management LLC25$1.04K<0.01%+213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.33$1K<0.01%-313F-HRTimelineGroup
Private Wealth Management Group, LLC23$956<0.01%+1113F-HRTimeline
WealthCollab, LLC22$914<0.01%-1413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…18$748<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC16$665<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.14$582<0.01%+113F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC13$541<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.12$498<0.01%013F-HRTimeline
Global Financial Private Client, LLC11$457<0.01%+713F-HRTimeline
SJS Investment Consulting Inc.10$416<0.01%-213F-HRTimeline
Stephens Consulting, LLC10$416<0.01%new13F-HRTimeline
Perkins Coie Trust Co9$373<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC5$212<0.01%+113F-HRTimeline
Abound Wealth Management4$167<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.3$125<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC3$124<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$84<0.01%13F-HRTimeline
Larson Financial Group LLC2$83<0.01%013F-HRTimeline
True Wealth Design, LLC1$42<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.9$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.