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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | History | New | 40,468 | 49 | 0.0% | — | 1 | +40,468 | New | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 26,787 | 32 | 0.0% | 0.0% | 2 | +6,846 | 34.33% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 18,787 | 23 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 11,193 | 13 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Added to | 7,808 | 9 | 0.0% | — | 5 | +7,802 | 130033.33% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 2,548 | 3 | 0.0% | — | 6 | +2,548 | New | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Reduced | 2,000 | 2 | 0.0% | 0.0% | 7 | -4 | -0.2% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,015 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,425 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,231 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | New | 459 | 0 | — | — | — | +459 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -123 | -100.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 04, 2026 |
| DANSKE BANK A/S | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 500 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |