POET Ownership | Who Owns POET?
POET Ownership Summary
POET is owned by 11.16% institutional investors, 0.81% insiders, and 88.02% retail investors. Mmcap inc. spc is the largest institutional shareholder, holding 6.15% of POET shares. Fidelity Nasdaq Composite Index is the top mutual fund, with 0.03% of its assets in POET shares.
POET Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | POET | 11.16% | 0.81% | 88.02% |
| Sector | Technology Stocks | 54.50% | 11.36% | 34.13% |
| Idea | Semiconductor Stocks List | 66.52% | 6.76% | 26.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mmcap inc. spc | 2.86M | 6.15% | $5.93M |
| Bank of montreal /can/ | 123.61K | 0.27% | $223.20K |
| Brandywine oak private wealth | 88.17K | 0.19% | $182.51K |
| Tyler-stone wealth management | 81.00K | 0.17% | $167.67K |
| Group one trading | 77.85K | 0.17% | $161.15K |
| Paragon capital management | 107.60K | 0.17% | $640.22K |
| Sevenbridge financial group | 61.58K | 0.13% | $153.96K |
| Susquehanna group, llp | 34.50K | 0.07% | $71.42K |
| Belvedere trading | 24.70K | 0.05% | $51.13K |
| Scotia capital | 23.54K | 0.05% | $47.52K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mmcap inc. spc | 2.86M | 0.83% | $5.93M |
| Paragon capital management | 107.60K | 0.13% | $640.22K |
| Tyler-stone wealth management | 81.00K | 0.07% | $167.67K |
| Sevenbridge financial group | 61.58K | 0.03% | $153.96K |
| Defender capital, llc. | 10.17K | 0.02% | $60.51K |
| Brandywine oak private wealth | 88.17K | 0.02% | $182.51K |
| Kingswood wealth advisors | 20.00K | 0.01% | $119.00K |
| Hb wealth management | 15.00K | 0.00% | $89.25K |
| Group one trading | 77.85K | 0.00% | $161.15K |
| Armstrong advisory group | 671.00 | 0.00% | $3.99K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mmcap inc. spc | 2.86M | 0.83% | 2.58M |
| Bank of montreal /can/ | 123.61K | 0.00% | 100.00K |
| Tyler-stone wealth management | 81.00K | 0.07% | 81.00K |
| Group one trading | 77.85K | 0.00% | 72.76K |
| Sevenbridge financial group | 61.58K | 0.03% | 61.58K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | - | - | -39.70K |
| Simplex trading | 7.88K | - | -15.94K |
| Brandywine oak private wealth | 88.17K | 0.02% | -15.80K |
| Two sigma securities | - | - | -10.05K |
| Strengthening families & communities | - | - | -7.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tyler-stone wealth management | 81.00K | 0.07% | 81.00K | $167.67K |
| Sevenbridge financial group | 61.58K | 0.03% | 61.58K | $153.96K |
| Susquehanna group, llp | 34.50K | - | 34.50K | $71.42K |
| Belvedere trading | 24.70K | 0.00% | 24.70K | $51.13K |
| Kingswood wealth advisors | 20.00K | 0.01% | 20.00K | $119.00K |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -47.00 |
| Bank of america corp /de/ | -100.00 |
| Redwood wealth management group | -100.00 |
| Geneos wealth management | -1.00K |
| Strengthening families & communities | -7.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 41 | 32.26% | 6,295,625 | 72.26% | 11 | 18.11% | 25 | 66.67% | 6 | -14.29% |
| Jun 30, 2024 | 31 | 40.91% | 3,654,765 | 319.78% | 7 | 183.44% | 15 | 50.00% | 7 | 40.00% |
| Mar 31, 2024 | 22 | 4.76% | 870,639 | -9.21% | 2 | 37.02% | 10 | -16.67% | 5 | - |
| Dec 31, 2023 | 21 | 23.53% | 958,987 | 38.67% | 2 | 79.19% | 12 | 50.00% | 5 | - |
| Sep 30, 2023 | 17 | -15.00% | 691,556 | -16.60% | 1 | 37.33% | 8 | 14.29% | 5 | -28.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Nasdaq Composite Index | 26.14K | 0.03% | - |
| Gestión Boutique II JPB Growth FI | 10.50K | 0.01% | - |
POET Ownership FAQ
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