Vault-13

NATIONAL BEVERAGE CORP FIZZ

COM · Common Stock · CUSIP 635017106 · ISIN US6350171061

American beverage company

258 institutional holders +16 vs Q1 2026
24,605,82524.6m shares reported held*
26.3% of all shares outstanding*
$768.2mreported value*
46 new 102 added 66 reduced 31 sold out net bought ≈ $19.3m (+618.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($502.2k this quarter). Holder counts are more reliable. Shares outstanding: 93.6m as of 2026-06-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $31.22. Options: 2 managers hold calls ($464.9k notional), 2 hold puts ($287.0k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 177Q4 22: 203Q1 23: 190Q2 23: 207Q3 23: 210Q4 23: 210Q1 24: 215Q2 24: 220Q3 24: 231Q4 24: 222Q1 25: 239Q2 25: 234Q3 25: 236Q4 25: 231Q1 26: 242Q2 26: 258258Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022177
Q4 2022203
Q1 2023190
Q2 2023207
Q3 2023210
Q4 2023210
Q1 2024215
Q2 2024220
Q3 2024231
Q4 2024222
Q1 2025239
Q2 2025234
Q3 2025236
Q4 2025231
Q1 2026242
Q2 2026258

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 115 bought or addedQ3 24: 93 cut or sold outQ4 24: 97 bought or addedQ4 24: 102 cut or sold outQ4 24Q1 25: 117 bought or addedQ1 25: 103 cut or sold outQ2 25: 120 bought or addedQ2 25: 97 cut or sold outQ2 25Q3 25: 108 bought or addedQ3 25: 109 cut or sold outQ4 25: 119 bought or addedQ4 25: 112 cut or sold outQ4 25Q1 26: 133 bought or addedQ1 26: 96 cut or sold outQ2 26: 148 bought or addedQ2 26: 97 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411593
Q4 202497102
Q1 2025117103
Q2 202512097
Q3 2025108109
Q4 2025119112
Q1 202613396
Q2 202614897

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 25 calls: $1.7mQ3 25 puts: $583.2kQ3 25P/C 0.34Q4 25 calls: $835.5kQ4 25 puts: $220.0kQ4 25P/C 0.26Q1 26 calls: $2.3mQ1 26 puts: $309.6kQ1 26P/C 0.13Q2 26 calls: $464.9kQ2 26 puts: $287.0kQ2 26P/C 0.62
Numbers
QuarterCallsPutsP/C
Q3 2025$1.7m$583.2k0.34
Q4 2025$835.5k$220.0k0.26
Q1 2026$2.3m$309.6k0.13
Q2 2026$464.9k$287.0k0.62

Biggest buyers

BlackRock, Inc. Added +183,899+183.9k
AMERICAN CENTURY COMPANIES INC Added +173,268+173.3k
Creative Planning Added +102,669+102.7k
ALGERT GLOBAL LLC Added +96,550+96.5k
STATE STREET CORP Added +69,850+69.8k
TWO SIGMA INVESTMENTS, LP Added +67,233+67.2k
MILLENNIUM MANAGEMENT LLC Added +65,281+65.3k
Jump Financial, LLC New +65,000+65.0k
GEODE CAPITAL MANAGEMENT, LLC Added +58,607+58.6k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +57,563+57.6k

Biggest sellers

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -301,019-301.0k
CITADEL ADVISORS LLC Sold out -151,040-151.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -106,900-106.9k
Qube Research & Technologies Ltd Reduced -65,354-65.4k
Assenagon Asset Management S.A. Sold out -62,837-62.8k
Collaborative Fund Advisors, LLC Sold out -56,871-56.9k
HRT FINANCIAL LP Sold out -53,928-53.9k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Sold out -51,198-51.2k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -40,348-40.3k
GOLDMAN SACHS GROUP INC Reduced -39,132-39.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $455.5k14.6k shares
SIMPLEX TRADING, LLC Reduced $9.4k300 shares

Biggest puts

CITADEL ADVISORS LLC New $224.6k7.2k shares
SIMPLEX TRADING, LLC Added $62.4k2.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 2 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—2$634.0k—
Q1 20250—0——
Q2 20250—1$347.2k—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20261$7.9k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-07-20 Waldman Glenn J. Director Bought 250 $31.78 $7.9k250 shares +14%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,265,6164.3m $133.1m $133.1m 0.00% Added +183.9k +183,899
2 RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio NEW YORK, NY 2,838,9972.8m $88.6m $88.6m 0.12% Reduced -106.9k -106,900
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.20% of their portfolio LOS ANGELES, CA 2,036,9902.0m $63.6m $63.6m 0.20% Reduced -301.0k -301,019
4 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,640,2301.6m $51.2m $51.2m 0.01% Added +57.4k +57,365
5 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,572,4921.6m $49.1m $49.1m 0.00% Reduced -31.6k -31,554
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,052,1731.1m $32.8m $32.8m 0.00% Added +7.3k +7,287
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 972,477972.5k $30.3m $30.3m 0.00% Added +69.8k +69,850
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 907,105907.1k $28.3m $28.3m 0.00% Added +58.6k +58,607
9 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 663,792663.8k $20.7m $20.7m 0.02% Added +67.2k +67,233
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 519,178519.2k $16.2m $16.2m 0.00% Added +9.0k +8,967
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 498,523498.5k $15.6m $15.6m 0.00% Reduced -39.1k -39,132
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 301,329301.3k $9.4m $9.4m 0.00% Added +14.3k +14,311
13 ALGERT GLOBAL LLC 0.10% of their portfolio SAN FRANCISCO, CA 273,849273.8k $8.5m $8.5m 0.10% Added +96.5k +96,550
14 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 269,811269.8k $8.8m $8.8m 0.00% Added +15.2k +15,224
15 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 269,332269.3k $8.4m $8.4m 0.01% Added +9.0k +9,019
16 NORGES BANK 0.00% of their portfolio OSLO, Q8 266,024266.0k $8.3m $8.3m 0.00% Not comparable
17 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 263,675263.7k $8.2m $8.2m 0.00% Added +102.7k +102,669
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 254,684254.7k $7.9m $7.9m 0.00% Added +10.0k +10,041
19 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 245,182245.2k $7.6m $7.6m 0.00% Added +173.3k +173,268
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 235,805235.8k $7.4m $7.4m 0.00% Added +17.2k +17,159
21 DENALI ADVISORS LLC 0.70% of their portfolio SAN DIEGO, CA 223,100223.1k $7.0m $7.0m 0.70% Reduced -13.4k -13,419
22 TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio AUSTIN, TX 200,094200.1k $6.2m $6.2m 0.02% Added +2.9k +2,861
23 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 189,821189.8k $5.9m $5.9m 0.00% Reduced -1.4k -1,408
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 178,561178.6k $5.6m $5.6m 0.00% Added +7.6k +7,583
25 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 167,339167.3k $5.2m $5.2m 0.00% Added +3.4k +3,415
26 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 165,159165.2k $5.2m $5.2m 0.00% Added +4.6k +4,592
27 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 164,387164.4k $5.1m $5.1m 0.00% Reduced -2.4k -2,429
28 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 137,890137.9k $4.3m $4.3m 0.00% Added +57.6k +57,563
29 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 132,666132.7k $4.1m $4.1m 0.00% Added +65.3k +65,281
30 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 125,182125.2k $3.9m $3.9m 0.00% Reduced -3.7k -3,745
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 123,345123.3k $3.8m $3.8m 0.00% Reduced -9.8k -9,795
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 117,045117.0k $3.7m $3.7m 0.00% Reduced -24.3k -24,332
33 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.23% of their portfolio Englewood, NJ 115,280115.3k $3.6m $3.6m 0.23% Added +55.6k +55,556
34 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 114,386114.4k $3.6m $3.6m 0.00% Reduced -129 -129
35 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 106,100106.1k $3.3m $3.3m 0.03% Reduced -1.0k -1,000
36 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 80,63880.6k $2.5m $2.5m 0.00% Added +56.2k +56,177
37 Public Sector Pension Investment Board 0.01% of their portfolio MONTREAL, A8 80,33080.3k $2.5m $2.5m 0.01% Reduced -3.4k -3,423
38 FMR LLC 0.00% of their portfolio BOSTON, MA 78,03678.0k $2.4m $2.4m 0.00% Reduced -11.7k -11,659
39 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 73,00073.0k $2.3m $2.3m 0.00% Added +3.1k +3,100
40 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 72,55972.6k $2.3m $2.3m 0.00% Added +17.1k +17,105
41 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 71,08571.1k $2.2m $2.2m 0.00% Reduced -7.4k -7,351
42 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 66,97367.0k $2.1m $2.1m 0.00% Added +39.5k +39,515
43 Jump Financial, LLC 0.02% of their portfolio Chicago, IL 65,00065.0k $2.0m $2.0m 0.02% New
44 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 61,67061.7k $1.9m $1.9m 0.00% Added +14.5k +14,495
45 EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio Oklahoma City, OK 61,53261.5k $1.9m $1.9m 0.01% Added +891 +891
46 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 57,66157.7k $1.8m $1.8m 0.00% Reduced -6.6k -6,575
47 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 57,64957.6k $1.8m $1.8m 0.00% Added +24.4k +24,363
48 Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio Bala Cynwyd, PA 57,16857.2k $1.8m $1.8m 0.03% Added +32.8k +32,806
49 Values First Advisors, Inc. 0.80% of their portfolio JOHNSON CITY, TN 55,95756.0k $1.7m $1.7m 0.80% Added +18.3k +18,284
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 52,74052.7k $1.7m $1.7m 0.00% Reduced -2.6k -2,600
51 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 51,81551.8k $1.6m $1.6m 0.00% Added +5.4k +5,401
52 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 51,62751.6k $1.6m $1.6m 0.00% Reduced -4.5k -4,521
53 Legal & General Group Plc 0.00% of their portfolio London, X0 51,47051.5k $1.6m $1.6m 0.00% Added +2.5k +2,543
54 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 50,36850.4k $1.6m $1.6m 0.01% New
55 KBC Group NV 0.00% of their portfolio Brussels, C9 46,90046.9k $1.5m $1.5m 0.00% Unchanged
56 Swiss National Bank 0.00% of their portfolio ZURICH, V8 46,90046.9k $1.5m $1.5m 0.00% Reduced -8.5k -8,500
57 OCCUDO QUANTITATIVE STRATEGIES LP 0.08% of their portfolio FORT LAUDERDALE, FL 46,14346.1k $1.4m $1.4m 0.08% Added +13.9k +13,875
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 46,09746.1k $1.4m $1.4m 0.00% Added +1.6k +1,584
59 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 44,81444.8k $1.4m $1.4m 0.00% Reduced -65.4k -65,354
60 MARTINGALE ASSET MANAGEMENT L P 0.03% of their portfolio BOSTON, MA 44,02644.0k $1.4m $1.4m 0.03% Added +5.1k +5,100
61 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 44,00044.0k $1.4m $1.4m 0.01% Added +2.5k +2,500
62 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 43,33243.3k $1.4m $1.4m 0.00% New
63 Engineers Gate Manager LP 0.02% of their portfolio NEW YORK, NY 43,04043.0k $1.3m $1.3m 0.02% New
64 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 41,89141.9k $1.3m $1.3m 0.00% New
65 Numerai GP LLC 0.10% of their portfolio SAN FRANCISCO, CA 37,72437.7k $1.2m $1.2m 0.10% New
66 VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio RICHMOND, VA 37,19337.2k $1.2m $1.2m 0.01% Added +8.1k +8,100
67 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 36,76636.8k $1.1m $1.1m 0.01% Added +4.1k +4,075
68 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 35,94935.9k $1.1m $1.1m 0.00% Added +4.5k +4,491
69 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 35,76135.8k $1.1m $1.1m 0.00% Reduced -34.5k -34,505
70 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 32,88932.9k $1.0m $1.0m 0.00% Added +4.8k +4,799
71 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 29,02629.0k $905.6k $905.6k 0.00% Added +2.0k +2,029
72 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 26,01826.0k $811.8k $811.8k 0.00% Reduced -709 -709
73 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 25,38725.4k $792.1k $792.1k 0.00% Added +557 +557
74 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 24,68624.7k $770.2k $770.2k 0.00% Added +320 +320
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 24,59924.6k $767.5k $767.5k 0.00% Reduced -751 -751
76 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 24,11724.1k $752.5k $752.5k 0.01% Added +7.2k +7,184
77 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 24,06624.1k $809.8k $809.8k 0.00% Reduced -164 -164
78 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 23,51323.5k $733.6k $733.6k 0.00% Added +940 +940
79 WESBANCO BANK INC 0.02% of their portfolio WHEELING, WV 23,00023.0k $717.6k $717.6k 0.02% New
80 ALLSTATE CORP 0.01% of their portfolio NORTHBROOK, IL 22,57022.6k $704.2k $704.2k 0.01% Unchanged
81 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 22,51322.5k $702.4k $702.4k 0.01% New
82 CAPSTONE INVESTMENT ADVISORS, LLC 0.00% of their portfolio NEW YORK, NY 22,18122.2k $692.0k $692.0k 0.00% New
83 Horizon Investments, LLC 0.01% of their portfolio Charlotte, NC 21,92221.9k $618.2k $618.2k 0.01% New
84 Man Group plc 0.00% of their portfolio LONDON, X0 21,62021.6k $674.5k $674.5k 0.00% Added +2.4k +2,412
85 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 21,33021.3k $665.5k $665.5k 0.01% New
86 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 20,99321.0k $655.0k $655.0k 0.00% Added +1.6k +1,580
87 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 20,85520.9k $650.7k $650.7k 0.00% New
88 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 20,69720.7k $645.7k $645.7k 0.00% Added +1.8k +1,811
89 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 19,41319.4k $605.7k $605.7k 0.00% Reduced -5.2k -5,245
90 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 19,15519.2k $597.6k $597.6k 0.00% New
91 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,67317.7k $551.4k $551.4k 0.00% Added +8.6k +8,632
92 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 17,09317.1k $533.0k $533.0k 0.00% Reduced -1.7k -1,726
93 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 16,86216.9k $526.1k $526.1k 0.00% Added +9.0k +8,964
94 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 16,36416.4k $510.6k $510.6k 0.01% Added +7.2k +7,246
95 WINTON GROUP Ltd 0.02% of their portfolio LONDON, X0 15,71115.7k $490.2k $490.2k 0.02% Added +7.8k +7,811
96 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 15,37115.4k $480.0k $480.0k 0.00% Reduced -254 -254
97 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 14,88214.9k $464.3k $464.3k 0.01% New
98 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 14,72114.7k $459.0k $459.0k 0.00% Reduced -1.8k -1,762
99 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,42514.4k $450.1k $450.1k 0.00% Reduced -58 -58
100 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 14,16114.2k $441.8k $441.8k 0.00% Added +195 +195