Stock ownership · SEC 13F · Q4 2025

NATIONAL BEVERAGE CORP

A breakdown of NATIONAL BEVERAGE CORP's institutional base (CUSIP 635017106): the holders, the concentration among them, and what changed last quarter.

$325K
Reported value
4
Institutions
100%
Top-5 share

The verdict

$325K of NATIONAL BEVERAGE CORP is reported by 4 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$325K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 635017106 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - NATIONAL BEVERAGE CORP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of NATIONAL BEVERAGE CORP
  1. 1
    DGS Capital Management, LLC $241K
  2. 2
    Pacer Advisors, Inc. $80K
  3. 3
    Anchor Investment Management, LLC $3K
  4. 4
    TD Capital Management LLC $2K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a NATIONAL BEVERAGE CORP position has risen from 2 to 4 over the last 7 quarters of 13F filings.

012345 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding NATIONAL BEVERAGE CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 DGS Capital Management, LLC 7,543 $241K 74.1%
2 Pacer Advisors, Inc. 2,498 $80K 24.5%
3 Anchor Investment Management, LLC 90 $3K 0.9%
4 TD Capital Management LLC 52 $2K 0.5%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among NATIONAL BEVERAGE CORP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

DGS Capital Management, LLC $241K
Pacer Advisors, Inc. $80K
Anchor Investment Management, LLC $3K

Complete exits (2)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Bell Investment Advisors, Inc exited

Frequently Asked Questions

How many institutions hold NATIONAL BEVERAGE CORP?▼
NATIONAL BEVERAGE CORP is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of NATIONAL BEVERAGE CORP?▼
Institutions report $325K of NATIONAL BEVERAGE CORP as of Q4 2025.
How concentrated is ownership of NATIONAL BEVERAGE CORP?▼
The top five institutional holders account for 100% of the reported institutional value in NATIONAL BEVERAGE CORP, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of NATIONAL BEVERAGE CORP?▼
DGS Capital Management, LLC is the largest reported holder of NATIONAL BEVERAGE CORP with $241K across 7,543 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.