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Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 9.46% of POET shares are held by financial institutions. RAYMOND JAMES FINANCIAL INC is the top corporate investor, holding 689.02K shares valued at $4.36M. A 0.77% stake in POET Technologies Inc. is owned by the company. MORGAN STANLEY owns 1.22M shares valued at $7.72M, which translates its holding of 1.36% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.77% | 689.02K | 4.36M | 275.68K | +66.70% |
| Dec 31, 2025 | MORGAN STANLEY | 1.36% | 1.22M | 7.72M | 857.57K | +236.49% |
| Dec 31, 2025 | MMCAP INTERNATIONAL INC. SPC | 1.7% | 1.53M | 9.66M | -2.06M | -57.43% |
| Dec 31, 2025 | IFP ADVISORS, INC | 0.01% | 13.08K | 82.77K | 13.08K | +100.00% |
| Dec 31, 2025 | HIGHPOINT ADVISOR GROUP LLC | 0.01% | 13.3K | 84.19K | 1K | +8.13% |
| Dec 31, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.02% | 13.47K | 85.29K | 3.47K | +34.73% |
| Dec 31, 2025 | TRAYNOR CAPITAL MANAGEMENT, INC. | 0.02% | 13.8K | 87.35K | 13.8K | +100.00% |
| Dec 31, 2025 | SCOTIA CAPITAL INC. | 0.02% | 16.45K | 103.87K | -1.85K | -10.11% |
| Dec 31, 2025 | APOLLON WEALTH MANAGEMENT, LLC | 0.02% | 20K | 126.6K | 20K | +100.00% |
| Dec 31, 2025 | CIBC WORLD MARKET INC. | 0.02% | 20.15K | 127.54K | 20.15K | +100.00% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.14% | 124.47K | 788K | 44.21K | +55.08% |
| Dec 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.03% | 28.41K | 179.59K | -110 | -0.39% |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.03% | 27.76K | 128.01K | 27.76K | +100.00% |
| Dec 31, 2025 | TOROSO INVESTMENTS, LLC | 0.03% | 26.31K | 166.52K | 26.31K | +100.00% |
| Dec 31, 2025 | GSA CAPITAL PARTNERS LLP | 0.03% | 24.24K | 153K | 24.24K | +100.00% |
| Dec 31, 2025 | MONETA GROUP INVESTMENT ADVISORS LLC | 0.03% | 23.53K | 148.96K | 0 | 0 |
| Dec 31, 2025 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 0.03% | 23K | 145.59K | 23K | +100.00% |
| Dec 31, 2025 | WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 0.02% | 21.76K | 137.71K | 1K | +4.82% |
| Dec 31, 2025 | SIMPLEX TRADING, LLC | 0.14% | 124.73K | 789.56K | 124.73K | +100.00% |
| Dec 31, 2025 | IMC-CHICAGO, LLC | 0.35% | 314.78K | 1.99M | 153.71K | +95.42% |
| Dec 31, 2025 | KEEBECK WEALTH MANAGEMENT, LLC | 0.06% | 50K | 316.5K | 50K | +100.00% |
| Dec 31, 2025 | KLCM ADVISORS, INC. | 0.06% | 50K | 69.97K | 50K | +100.00% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.14% | 128.36K | 812K | 128.36K | +100.00% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.15% | 133K | 841.89K | 133K | +100.00% |
| Dec 31, 2025 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 0.06% | 56.41K | 357.06K | 54.96K | +3,806.37% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.76% | 686.18K | 4.34M | 217.02K | +46.26% |
| Dec 31, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.69% | 618.6K | 3.91M | 155.43K | +33.56% |
| Dec 31, 2025 | MAREX GROUP PLC | 0.03% | 29K | 183.57K | -17.5K | -37.63% |
| Dec 31, 2025 | US BANCORP \DE\ | 0.03% | 29.69K | 187.93K | 0 | 0 |
| Dec 31, 2025 | MML INVESTORS SERVICES, LLC | 0.04% | 37.52K | 237.48K | 37.52K | +100.00% |
| Dec 31, 2025 | MARINER, LLC | 0.05% | 41.08K | 260.06K | 28.41K | +224.19% |
| Dec 31, 2025 | WADDELL & ASSOCIATES, LLC | 0.05% | 41.35K | 261.72K | 0 | 0 |
| Dec 31, 2025 | SQUAREPOINT OPS LLC | 0.05% | 48.09K | 304.42K | 33.41K | +227.48% |
| Dec 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.11% | 95.58K | 604.99K | 60.58K | +173.07% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.34% | 305.64K | 1.93M | 305.64K | +100.00% |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.48% | 427.7K | 2.71M | 427.7K | +100.00% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.31% | 279K | 1.77M | 166K | +146.90% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.07% | 61.58K | 389.78K | 61.58K | +100.00% |
| Dec 31, 2025 | STATE STREET CORP | 0.07% | 64.65K | 409.22K | 16.05K | +33.02% |
| Dec 31, 2025 | CEDAR WEALTH MANAGEMENT, LLC | 0.07% | 66.56K | 421.29K | 66.56K | +100.00% |
| Dec 31, 2025 | WEXFORD CAPITAL LP | 0.09% | 83.09K | 525.99K | 83.09K | +100.00% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.1% | 86.64K | 548.43K | 48.73K | +128.54% |
| Dec 31, 2025 | SONA ASSET MANAGEMENT (US) LLC | 0.11% | 100K | 633K | 100K | +100.00% |
| Dec 31, 2025 | SEVENBRIDGE FINANCIAL GROUP, LLC | 0.11% | 101.46K | 655.43K | 750 | +0.74% |
| Dec 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.13% | 113.71K | 719.78K | 8K | +7.57% |
| Dec 31, 2025 | WALLEYE TRADING LLC | 0.19% | 167.11K | 1.06M | 167.11K | +100.00% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.24% | 217.6K | 1.38M | 142.7K | +190.52% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.06% | 57.81K | 365.91K | 15.14K | +35.50% |
| Dec 31, 2025 | WOODSTOCK CORP | 0.08% | 67.9K | 429.81K | 67.9K | +100.00% |
| Dec 31, 2025 | PHARVISION ADVISERS, LLC | 0.08% | 69.07K | 437.23K | 69.07K | +100.00% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.09% | 79.98K | 506.27K | 79.98K | +100.00% |
| Dec 31, 2025 | WALLEYE CAPITAL LLC | 0.12% | 106.79K | 675.97K | 106.79K | +100.00% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.32% | 289.3K | 1.83M | -2.5K | -0.86% |
| Dec 31, 2025 | UBS GROUP AG | 0.34% | 301.27K | 1.91M | 230.59K | +326.21% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0.06% | 53.61K | 339.35K | 45.12K | +531.66% |
| Dec 31, 2025 | 0.45% | 407.3K | 2.58M | 407.3K | +100.00% | |
| Dec 31, 2025 | PARAGON CAPITAL MANAGEMENT LTD | 0.52% | 465.72K | 2.95M | -10.98K | -2.30% |
| Dec 31, 2025 | PEAK6 LLC | 0.53% | 479.8K | 3.04M | 39.3K | +8.92% |
| Sep 30, 2025 | TD WATERHOUSE CANADA INC. | 0.05% | 41.68K | 247.69K | 35.4K | +563.87% |
| Sep 30, 2025 | WADDELL & ASSOCIATES, LLC | 0.05% | 41.35K | 229.06K | 0 | 0 |
| Sep 30, 2025 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.03% | 21.08K | 116.78K | 21.08K | +100.00% |
| Sep 30, 2025 | SQUAREPOINT OPS LLC | 0.02% | 14.69K | 81.36K | -10.89K | -42.59% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 5.16K | 28.61K | 834 | +19.26% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 5.1K | 28.25K | 5.1K | +100.00% |
| Sep 30, 2025 | NEW MILLENNIUM GROUP LLC | 0.01% | 4.92K | 27.26K | 4.92K | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0% | 4K | 22.16K | 3.74K | +1,450.39% |
| Sep 30, 2025 | CLEAR STREET MARKETS LLC | 0% | 4K | 22.16K | 4K | +100.00% |
| Sep 30, 2025 | SENDER CO & PARTNERS, INC. | 0.12% | 94.74K | 524.85K | 94.74K | +100.00% |
| Sep 30, 2025 | FNY INVESTMENT ADVISERS, LLC | 0.02% | 14.98K | 82K | 14.98K | +100.00% |
| Sep 30, 2025 | MARINER, LLC | 0.02% | 12.67K | 70.21K | 192 | +1.54% |
| Sep 30, 2025 | HBW ADVISORY SERVICES LLC | 0.01% | 10.37K | 57.47K | 10.37K | +100.00% |
| Sep 30, 2025 | HIGHPOINT ADVISOR GROUP LLC | 0.02% | 12.3K | 68.14K | 12.3K | +100.00% |
| Sep 30, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.57% | 463.18K | 2.57M | 432.18K | +1,394.21% |
| Sep 30, 2025 | PARCION PRIVATE WEALTH LLC | 0.01% | 10K | 55.4K | -12.5K | -55.56% |
| Sep 30, 2025 | IEQ CAPITAL, LLC | 0.01% | 10K | 55.4K | 0 | 0 |
| Sep 30, 2025 | COLDSTREAM CAPITAL MANAGEMENT INC | 0.01% | 10K | 55.4K | 10K | +100.00% |
| Sep 30, 2025 | PHILADELPHIA TRUST CO | 0.01% | 10.25K | 57K | 10.25K | +100.00% |
| Sep 30, 2025 | IMC-CHICAGO, LLC | 0.2% | 161.08K | 892.37K | 18.98K | +13.36% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.36% | 291.8K | 1.62M | 281.18K | +2,647.10% |
| Sep 30, 2025 | MORGAN STANLEY | 0.45% | 362.63K | 2.01M | 273.75K | +307.98% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.51% | 413.33K | 2.29M | 177.34K | +75.15% |
| Sep 30, 2025 | MONETA GROUP INVESTMENT ADVISORS LLC | 0.03% | 23.53K | 130.37K | 5.68K | +31.82% |
| Sep 30, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.03% | 28.06K | 155.46K | 28.06K | +100.00% |
| Sep 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.04% | 28.52K | 157.97K | 6.71K | +30.79% |
| Sep 30, 2025 | US BANCORP \DE\ | 0.04% | 29.69K | 164.47K | 1.52K | +5.39% |
| Sep 30, 2025 | PEAK6 LLC | 0.54% | 440.5K | 2.44M | -597.9K | -57.58% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.47% | 379.1K | 2.1M | 252.1K | +198.50% |
| Sep 30, 2025 | CREATIVE PLANNING | 0.01% | 10K | 12.5K | 0 | 0 |
| Sep 30, 2025 | SENTRY LLC | 0.01% | 10K | 55.4K | 0 | 0 |
| Sep 30, 2025 | MMCAP INTERNATIONAL INC. SPC | 4.42% | 3.59M | 19.86M | -2.31M | -39.18% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 37.91K | 203.63K | 3.18K | +9.14% |
| Sep 30, 2025 | WOLVERINE TRADING, LLC | 0.07% | 54.85K | 301.1K | 10.44K | +23.51% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.03% | 26.11K | 144.64K | 26.11K | +100.00% |
| Sep 30, 2025 | EAGLE ROCK INVESTMENT COMPANY, LLC | 0% | 0 | - | -25.84K | -100.00% |
| Sep 30, 2025 | STATE STREET CORP | 0.06% | 48.6K | 269.24K | 48.6K | +100.00% |
| Sep 30, 2025 | NEWGEN ASSET MANAGEMENT LTD | 0.02% | 18.9K | 121.72K | 18.9K | +100.00% |
| Sep 30, 2025 | MAREX GROUP PLC | 0.06% | 46.5K | 257.61K | 8.5K | +22.37% |
| Sep 30, 2025 | UBS GROUP AG | 0.09% | 70.69K | 391.6K | 1.71K | +2.48% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.05% | 42.66K | 236.35K | 8.62K | +25.33% |
| Sep 30, 2025 | VIRTU FINANCIAL LLC | 0.09% | 69.01K | 382K | 69.01K | +100.00% |
| Sep 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.04% | 35K | 193.9K | -260 | -0.74% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.14% | 113K | 626.02K | 36.4K | +47.52% |
| Sep 30, 2025 | SEVENBRIDGE FINANCIAL GROUP, LLC | 0.12% | 100.71K | 508.58K | 1.8K | +1.82% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.12% | 100.4K | 556.21K | 16.66K | +19.90% |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.1% | 80.26K | 445K | 20.88K | +35.17% |
| Sep 30, 2025 | JUMP FINANCIAL, LLC | 0% | 0 | - | -118.8K | -100.00% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 0 | - | -13.52K | -100.00% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0% | 0 | - | -19.61K | -100.00% |
| Sep 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 0 | - | -1.12K | -100.00% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0% | 3 | 16 | 0 | 0 |
| Sep 30, 2025 | CITIGROUP INC | 0% | 5 | 27 | 0 | 0 |
| Sep 30, 2025 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0% | 84 | 465 | 84 | +100.00% |
| Sep 30, 2025 | BARCLAYS PLC | 0% | 106 | 587 | 106 | +100.00% |
| Sep 30, 2025 | EUKLES ASSET MANAGEMENT | 0% | 171 | 947 | 171 | +100.00% |
| Sep 30, 2025 | FAIRSCALE CAPITAL, LLC | 0% | 250 | 1.39K | 0 | 0 |
| Sep 30, 2025 | WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 0.03% | 20.76K | 114.98K | 20.76K | +100.00% |
| Sep 30, 2025 | NEWGEN EQUITY LONG/SHORT FUND | 0.02% | 18.9K | 121.72K | 18.9K | +100.00% |
| Sep 30, 2025 | QUADRATURE CAPITAL LTD | 0.02% | 18.55K | 102.93K | -145.66K | -88.71% |
| Sep 30, 2025 | SOUND INCOME STRATEGIES, LLC | 0% | 300 | 2.65K | 300 | +100.00% |
| Sep 30, 2025 | AMERIFLEX GROUP, INC. | 0% | 524 | 2.9K | 524 | +100.00% |
| Sep 30, 2025 | AVION WEALTH | 0% | 2K | 11K | 2K | +100.00% |
| Sep 30, 2025 | ROOT FINANCIAL PARTNERS, LLC | 0% | 2.1K | 11.63K | 2.1K | +100.00% |
| Sep 30, 2025 | ALBION FINANCIAL GROUP /UT | 0% | 3K | 16.62K | 3K | +100.00% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 3.09K | 17.82K | 3.09K | +100.00% |
| Sep 30, 2025 | SCOTIA CAPITAL INC. | 0.02% | 18.3K | 101.39K | 0 | 0 |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0.01% | 8.49K | 47.02K | 4.14K | +95.33% |
| Sep 30, 2025 | CORECAP ADVISORS, LLC | 0.01% | 5.17K | 28.63K | 4.92K | +1,967.20% |
| Sep 30, 2025 | PARAGON CAPITAL MANAGEMENT LTD | 0.59% | 476.7K | 2.64M | -102.6K | -17.71% |
| Sep 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.13% | 105.71K | 585.63K | 7.8K | +7.97% |
| Jun 30, 2025 | PARAGON CAPITAL MANAGEMENT LTD | 0.75% | 579.3K | 3.02M | 0 | 0 |
| Jun 30, 2025 | TD WATERHOUSE CANADA INC. | 0.01% | 6.28K | 32.79K | 200 | +3.29% |
| Jun 30, 2025 | JUMP FINANCIAL, LLC | 0.15% | 118.8K | 618.95K | 118.8K | +100.00% |
| Jun 30, 2025 | MARINER, LLC | 0.02% | 12.48K | 65.03K | 12.48K | +100.00% |
| Jun 30, 2025 | CREATIVE PLANNING | 0.01% | 10K | 7K | 0 | 0 |
| Jun 30, 2025 | FAIRSCALE CAPITAL, LLC | 0% | 250 | 1.38K | 0 | 0 |
| Jun 30, 2025 | MMCAP INTERNATIONAL INC. SPC | 7.6% | 5.89M | 30.71M | 5.64M | +2,198.72% |
| Jun 30, 2025 | PEAK6 LLC | 1.34% | 1.04M | 5.41M | 1.04M | +100.00% |
| Jun 30, 2025 | PARCION PRIVATE WEALTH LLC | 0.03% | 22.5K | 117.23K | -22.5K | -50.00% |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.03% | 21.8K | 112.82K | 5 | +0.02% |
| Jun 30, 2025 | TORONTO DOMINION BANK | 0.03% | 21.03K | 109.89K | 21.03K | +100.00% |
| Jun 30, 2025 | SCOTIA CAPITAL INC. | 0.02% | 18.3K | 94.69K | 2.1K | +12.97% |
| Jun 30, 2025 | CORECAP ADVISORS, LLC | 0% | 250 | 1.3K | 250 | +100.00% |
| Jun 30, 2025 | ALLWORTH FINANCIAL LP | 0% | 100 | 521 | 100 | +100.00% |
| Jun 30, 2025 | J.W. COLE ADVISORS, INC. | 0% | 0 | - | -18.41K | -100.00% |
| Jun 30, 2025 | SIMPLEX TRADING, LLC | 0% | 0 | - | -50.05K | -100.00% |
| Jun 30, 2025 | VIRTU FINANCIAL LLC | 0% | 0 | - | -47.35K | -100.00% |
| Jun 30, 2025 | BAADER BANK AKTIENGESELLSCHAFT | 0% | 0 | - | -12.56K | -100.00% |
| Jun 30, 2025 | BRANDYWINE OAK PRIVATE WEALTH LLC | 0% | 0 | - | -14K | -100.00% |
| Jun 30, 2025 | AQUATIC CAPITAL MANAGEMENT LLC | 0% | 0 | - | -1 | -100.00% |
| Jun 30, 2025 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0% | 0 | - | -7K | -100.00% |
| Jun 30, 2025 | ARMSTRONG ADVISORY GROUP, INC | 0% | 0 | - | -671 | -100.00% |
| Jun 30, 2025 | ORG PARTNERS LLC | 0% | 0 | - | -170 | -100.00% |
| Jun 30, 2025 | PROSPERITY WEALTH MANAGEMENT, INC. | 0% | 0 | - | -36.38K | -100.00% |
| Jun 30, 2025 | QUADRATURE CAPITAL LTD | 0.21% | 164.2K | 855.48K | 164.2K | +100.00% |
| Jun 30, 2025 | IMC-CHICAGO, LLC | 0.18% | 142.1K | 740.33K | 75.06K | +111.95% |
| Jun 30, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.13% | 97.91K | 510.11K | -8.13K | -7.66% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.11% | 83.74K | 436.33K | 20.84K | +33.13% |
| Jun 30, 2025 | UBS GROUP AG | 0.09% | 68.97K | 359.35K | -140.84K | -67.13% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.08% | 59.38K | 309K | 26.33K | +79.68% |
| Jun 30, 2025 | WADDELL & ASSOCIATES, LLC | 0.05% | 41.35K | 215.41K | 0 | 0 |
| Jun 30, 2025 | MAREX GROUP PLC | 0.05% | 38K | 197.98K | 38K | +100.00% |
| Jun 30, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.05% | 35.26K | 183.71K | -200 | -0.56% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.04% | 34.04K | 177.34K | 139 | +0.41% |
| Jun 30, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.04% | 31K | 160.54K | 8.67K | +38.81% |
| Jun 30, 2025 | US BANCORP \DE\ | 0.04% | 28.17K | 146.76K | 0 | 0 |
| Jun 30, 2025 | SQUAREPOINT OPS LLC | 0.03% | 25.58K | 133.26K | 25.58K | +100.00% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.01% | 10.62K | 55.34K | 10.62K | +100.00% |
| Jun 30, 2025 | IEQ CAPITAL, LLC | 0.01% | 10K | 52.1K | 0 | 0 |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 4.33K | 22.56K | 591 | +15.81% |
| Jun 30, 2025 | 0% | 1.21K | 6.28K | 1.21K | +100.00% | |
| Jun 30, 2025 | PRINCIPAL SECURITIES, INC. | 0% | 1.12K | 5.84K | -880 | -44.00% |
| Jun 30, 2025 | STRATEGIC WEALTH PARTNERS, LTD. | 0% | 900 | 4.69K | 900 | +100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 731 | 3.81K | -60.33K | -98.80% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 258 | 1.34K | -2.1K | -89.05% |
| Jun 30, 2025 | WOLVERINE TRADING, LLC | 0.03% | 26.6K | 138.85K | -13.8K | -34.16% |
| Jun 30, 2025 | EAGLE ROCK INVESTMENT COMPANY, LLC | 0.03% | 25.84K | 134.63K | 25.84K | +100.00% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.16% | 122.5K | 638.23K | -10.7K | -8.03% |
| Jun 30, 2025 | BANK OF MONTREAL /CAN/ | 0.03% | 19.61K | 102.43K | -9.14K | -31.80% |
| Jun 30, 2025 | MONETA GROUP INVESTMENT ADVISORS LLC | 0.02% | 17.85K | 93.01K | -5K | -21.88% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.04% | 34.74K | 180.97K | 6.34K | +22.33% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.02% | 13.52K | 70.44K | 10.76K | +390.39% |
| Jun 30, 2025 | ATOM INVESTORS LP | 0.02% | 12.5K | 65.13K | 12.5K | +100.00% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | 127K | 661.67K | -51.9K | -29.01% |
| Jun 30, 2025 | TYLER-STONE WEALTH MANAGEMENT | 0.44% | 343.6K | 1.79M | -6.2K | -1.77% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.1% | 76.6K | 399.09M | -44.6K | -36.80% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.3% | 235.99K | 1.23M | 169.16K | +253.10% |
| Jun 30, 2025 | MORGAN STANLEY | 0.11% | 88.88K | 463.09M | 59.61K | +203.65% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.03% | 24.03K | 125.17M | 24.03K | +100.00% |
| Jun 30, 2025 | SEVENBRIDGE FINANCIAL GROUP, LLC | 0.13% | 98.91K | 504.44K | -4.87K | -4.70% |
| Jun 30, 2025 | SBI SECURITIES CO., LTD. | 0.01% | 4.35K | 22.64K | 2.47K | +132.23% |
| Jun 30, 2025 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 0% | 1.21K | 6.28K | 1.21K | +100.00% |
| Jun 30, 2025 | SENTRY LLC | 0.01% | 10K | 52.1K | 0 | 0 |
| Mar 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.08% | 62.9K | 237.77K | 35.15K | +126.65% |
| Mar 31, 2025 | SIMPLEX TRADING, LLC | 0.08% | 50.05K | 189K | 333 | +0.67% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.1% | 61.06K | 230.81K | 14.16K | +30.19% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.11% | 66.83K | 252.63K | 24.55K | +58.06% |
| Mar 31, 2025 | SEVENBRIDGE FINANCIAL GROUP, LLC | 0.17% | 103.78K | 462.88K | 10.48K | +11.23% |
| Mar 31, 2025 | APTUS CAPITAL ADVISORS, LLC | 0.18% | 106.03K | 400.81K | 14.38K | +15.68% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.05% | 33.05K | 125K | 4.48K | +15.69% |
| Mar 31, 2025 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.01% | 7K | 14.49K | 7K | +100.00% |
| Mar 31, 2025 | CREATIVE PLANNING | 0.01% | 10K | 4.6K | 10K | +100.00% |
| Mar 31, 2025 | SENTRY LLC | 0.02% | 10K | 37.8K | 10K | +100.00% |
| Mar 31, 2025 | IEQ CAPITAL, LLC | 0.02% | 10K | 37.8K | 10K | +100.00% |
| Mar 31, 2025 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.04% | 22.33K | 82.35K | -5.35K | -19.34% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 2.36K | 8.91K | -13.51K | -85.15% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0% | 2.76K | 10.42K | 2.76K | +100.00% |
| Mar 31, 2025 | WOLVERINE TRADING, LLC | 0.07% | 40.4K | 157.96K | 1.4K | +3.59% |
| Mar 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.01% | 3.74K | 13.72K | 3.74K | +100.00% |
| Mar 31, 2025 | BAADER BANK AKTIENGESELLSCHAFT | 0.02% | 12.56K | 26.19K | 12.56K | +100.00% |
| Mar 31, 2025 | MONETA GROUP INVESTMENT ADVISORS LLC | 0.04% | 22.85K | 86.38K | 8.78K | +62.42% |
| Mar 31, 2025 | PROSPERITY WEALTH MANAGEMENT, INC. | 0.06% | 36.38K | 137.5K | 36.38K | +100.00% |
| Mar 31, 2025 | 0.07% | 41K | 154.98K | 0 | 0 | |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.04% | 24.53K | 92.7K | -72.19K | -74.64% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.3% | 178.9K | 676.24K | 145.2K | +430.86% |
| Mar 31, 2025 | MMCAP INTERNATIONAL INC. SPC | 0.43% | 256.42K | 969.27K | -1.66M | -86.62% |
| Mar 31, 2025 | IMC-CHICAGO, LLC | 0.11% | 67.04K | 253.42K | 67.04K | +100.00% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.06% | 33.9K | 128.14K | 7.76K | +29.69% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.04% | 26.93K | 101.81K | -533.2K | -95.19% |
| Mar 31, 2025 | TYLER-STONE WEALTH MANAGEMENT | 0.58% | 349.8K | 1.32M | 68K | +24.13% |
| Mar 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.04% | 21.8K | 80.26K | 950 | +4.56% |
| Mar 31, 2025 | UBS GROUP AG | 0.35% | 209.81K | 793.08K | 78.6K | +59.90% |
| Mar 31, 2025 | BRANDYWINE OAK PRIVATE WEALTH LLC | 0.02% | 14K | 52.92K | 0 | 0 |
| Mar 31, 2025 | SCOTIA CAPITAL INC. | 0.03% | 16.2K | 59.65K | -6.68K | -29.19% |
| Mar 31, 2025 | J.W. COLE ADVISORS, INC. | 0.03% | 18.41K | 69.59K | 18.41K | +100.00% |
| Mar 31, 2025 | PARAGON CAPITAL MANAGEMENT LTD | 0.96% | 579.3K | 2.19M | 471.7K | +438.38% |
| Mar 31, 2025 | CAPTRUST FINANCIAL ADVISORS | 0.05% | 35.46K | 134.04K | 35.46K | +100.00% |
| Mar 31, 2025 | US BANCORP \DE\ | 0.05% | 28.17K | 106.48K | 27.95K | +12,881.11% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.05% | 28.4K | 107.33K | 11.93K | +72.45% |
| Mar 31, 2025 | BANK OF MONTREAL /CAN/ | 0.05% | 28.75K | 108.89K | 18.14K | +171.04% |
| Mar 31, 2025 | MORGAN STANLEY | 0.05% | 29.27K | 110.65K | -77.5K | -72.58% |
| Mar 31, 2025 | TD WATERHOUSE CANADA INC. | 0.01% | 6.08K | 21.78K | -12.04K | -66.44% |
| Mar 31, 2025 | WADDELL & ASSOCIATES, LLC | 0.07% | 41.35K | 156.29K | 14.71K | +55.21% |
| Mar 31, 2025 | PARCION PRIVATE WEALTH LLC | 0.07% | 45K | 170.1K | 45K | +100.00% |
| Mar 31, 2025 | VIRTU FINANCIAL LLC | 0.08% | 47.35K | 179K | 25.88K | +120.52% |
| Mar 31, 2024 | 0.01% | 3.01K | 5.56K | 3.01K | +100.00% | |
| Mar 31, 2024 | VIRTU FINANCIAL LLC | 0% | 0 | - | -14.94K | -100.00% |
| Mar 31, 2024 | HRT FINANCIAL LP | 0% | 0 | - | -10.24K | -100.00% |
| Mar 31, 2024 | TWO SIGMA SECURITIES, LLC | 0% | 0 | - | -12.61K | -100.00% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 0 | - | -19.69K | -100.00% |
| Mar 31, 2024 | CITIGROUP INC | 0% | 5 | 7 | 0 | 0 |
| Mar 31, 2024 | TORONTO DOMINION BANK | 0% | 47 | 64 | 47 | +100.00% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0% | 100 | 137 | 100 | +100.00% |
| Mar 31, 2024 | DIXON MITCHELL INVESTMENT COUNSEL INC. | 0% | 720 | 984 | 720 | +100.00% |
| Mar 31, 2024 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.01% | 3.01K | 5.56K | 3.01K | +100.00% |
| Mar 31, 2024 | TD WATERHOUSE CANADA INC. | 0.01% | 3.75K | 6.55K | -1.12K | -22.96% |
| Mar 31, 2024 | SCOTIA CAPITAL INC. | 0.06% | 26.18K | 35.76K | 0 | 0 |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0% | 0 | - | -1.5K | -100.00% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.33% | 140.46K | 192.43K | 67.46K | +92.40% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.09% | 39.7K | 54K | -49K | -55.24% |
| Mar 31, 2024 | BRANDYWINE OAK PRIVATE WEALTH LLC | 0.25% | 103.97K | 142.44K | 30.63K | +41.76% |
| Mar 31, 2024 | PARAGON CAPITAL MANAGEMENT LTD | 0.26% | 107.6K | 147.41K | 0 | 0 |
| Mar 31, 2024 | GROUP ONE TRADING, L.P. | 0.01% | 5.09K | 6.98K | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0.02% | 6.83K | 9.35K | 6.83K | +100.00% |
| Mar 31, 2024 | MORGAN STANLEY | 0.02% | 7.49K | 10.26K | -129.5K | -94.53% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 0.02% | 10.1K | 13.84K | 0 | 0 |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.05% | 22.88K | 31K | -87 | -0.38% |
| Mar 31, 2024 | NATIONAL BANK OF CANADA /FI/ | 0.05% | 23.07K | 51.12K | 22 | +0.10% |
| Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.06% | 23.61K | 33.65K | 23.61K | +100.00% |
| Mar 31, 2024 | SIMPLEX TRADING, LLC | 0.06% | 23.83K | 32K | 23.83K | +100.00% |
| Mar 31, 2024 | MMCAP INTERNATIONAL INC. SPC | 0.68% | 286.84K | 391.98K | 0 | 0 |
| Dec 31, 2023 | TORONTO DOMINION BANK | 0% | 0 | - | -32 | -100.00% |
| Dec 31, 2023 | CITIGROUP INC | 0% | 5 | 5 | 0 | 0 |
| Dec 31, 2023 | 0.01% | 4.87K | 5.7K | 1.13K | +30.21% | |
| Dec 31, 2023 | GROUP ONE TRADING, L.P. | 0.01% | 5.09K | 4.76M | 5.09K | +100.00% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 0.02% | 10.1K | 9.45K | 10.1K | +100.00% |
| Dec 31, 2023 | HRT FINANCIAL LP | 0.03% | 10.24K | 9K | 10.24K | +100.00% |
| Dec 31, 2023 | TWO SIGMA SECURITIES, LLC | 0.03% | 12.61K | 11.79K | 12.61K | +100.00% |
| Dec 31, 2023 | VIRTU FINANCIAL LLC | 0.04% | 14.94K | 14K | 14.94K | +100.00% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.05% | 19.69K | 18.42K | 19.69K | +100.00% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.06% | 22.96K | 21K | 3.59K | +18.50% |
| Dec 31, 2023 | NATIONAL BANK OF CANADA /FI/ | 0.06% | 23.05K | 21.62K | -500 | -2.12% |
| Dec 31, 2023 | SCOTIA CAPITAL INC. | 0.06% | 26.18K | 24.69K | -1.38K | -5.01% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0% | 1.5K | 1.4K | 1.5K | +100.00% |
| Dec 31, 2023 | BRANDYWINE OAK PRIVATE WEALTH LLC | 0.18% | 73.34K | 68.6K | -50.04K | -40.56% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.22% | 88.7K | 83K | 88.7K | +100.00% |
| Dec 31, 2023 | PARAGON CAPITAL MANAGEMENT LTD | 0.27% | 107.6K | 100.65K | 0 | 0 |
| Dec 31, 2023 | MORGAN STANLEY | 0.34% | 136.99K | 128.14K | 127.03K | +1,275.38% |
| Dec 31, 2023 | MMCAP INTERNATIONAL INC. SPC | 0.71% | 286.84K | 277.86K | -22.8K | -7.36% |
| Dec 31, 2023 | NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 0% | 0 | - | -950 | -100.00% |
| Dec 31, 2023 | CREATIVE PLANNING | 0% | 0 | - | -2 | -100.00% |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 0 | - | -118 | -100.00% |
| Dec 31, 2023 | SIMPLEX TRADING, LLC | 0% | 0 | - | -29.57K | -100.00% |