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FIZZ NATIONAL BEVERAGE CORP

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Stock (common), issuer CIK 69891

229 managers (234 13F filers) reported a position in FIZZ shares at 2025-06-30, 23,474,041 shares in all. 21 filers opened a position and 27 filers sold out during the quarter.

Managers
229
13F filers
234
New
21
Added
100
Reduced
69
Sold out
27
Shares held by filers
23,474,041

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sterling Capital Management LLC58$2.51K<0.01%+3313F-HR/ATimeline
Arax Advisory Partners52$2.25K<0.01%013F-HRTimeline
TD Capital Management LLC52$2.25K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC51$2.21K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$2.16K<0.01%+2013F-HRTimeline
Rise Advisors, LLC48$2.08K<0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.49$2K<0.01%+1613F-HRTimelineGroup
Bell Investment Advisors, Inc42$1.82K<0.01%013F-HRTimeline
Global Retirement Partners, LLC42$1.82K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC38$1.7K<0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC36$1.56K<0.01%+2313F-HR/ATimelineGroup
NewEdge Advisors, LLC34$1.47K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC29$1.34K<0.01%new13F-HRTimeline
True Wealth Design, LLC30$1.3K<0.01%+2913F-HRTimeline
Avion Wealth24$1K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.19$822<0.01%+713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…18$778<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…13$563<0.01%new13F-HRTimeline
Clearstead Trust, LLC12$519<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.10$433<0.01%-413F-HRTimeline
SJS Investment Consulting Inc.9$390<0.01%-113F-HRTimeline
Farther Finance Advisors, LLC9$389<0.01%+413F-HRTimeline
HFM Investment Advisors, LLC6$259<0.01%+413F-HRTimeline
Abound Wealth Management4$173<0.01%013F-HRTimeline
Rialto Wealth Management, LLC3$130<0.01%new13F-HRTimeline
Larson Financial Group LLC2$86<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$86<0.01%-113F-HRTimeline
Parkworth Wealth Management, Inc.2$86<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.