Sonoma Pharmaceuticals, Inc. - SNOA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 18,887 | 68 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 19,941 | 42 | 0.0% | 0.0% | 2 | +4,033 | 25.35% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 18,787 | 40 | 0.0% | — | 3 | +18,787 | New | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Reduced | 12,015 | 25 | 0.0% | 0.01% | 4 | -48,962 | -80.3% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 11,193 | 23 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | Added to | 2,004 | 4 | 0.0% | — | 6 | +2,000 | 50000.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | New | 1,425 | 3 | 0.0% | — | 7 | +1,425 | New | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,231 | 2 | 0.0% | 0.0% | 8 | +846 | 219.74% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 772 | 2 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 500 | 1 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 123 | 0 | — | — | — | +2 | 1.65% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quaker Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BlackRock, Inc. | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |