New Positions
2 managers initiated
Top five by reported value
Pineapple Financial Inc. ASE:PAPL
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
2 new1 added4 reduced0 exited
Total Institutional Holders
7
as of 2025-12-31
Top Holder
Polar Asset Management Partners Inc.
$185.5K
Largest QoQ Increase
Steward Partners Investment Advisory, LLC
+8,400 sh
Largest QoQ Decrease
BANK OF AMERICA CORP /DE/
0 sh
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 99 | +99 | $140 | +$140 | — |
| METEORA CAPITAL, LLC | 1 | +1 | $1 | +$1 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 12,633 | +8,400 | $17.8K | -$6.0K | 198.4% |
Reduced(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 131,578 | 0 | $185.5K | -$314.5K | 0.0% |
| TD Waterhouse Canada Inc. | 1,305 | 0 | $1.8K | -$5.7K | 0.0% |
| MORGAN STANLEY | 539 | 0 | $760 | -$2.3K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 3 | 0 | $17 | $0 | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Polar Asset Management Partners Inc. | 131,578 | $185.5K | 0 | 0.0% |
| Steward Partners Investment Advisory, LLC | 12,633 | $17.8K | +8,400 | 198.4% |
| TD Waterhouse Canada Inc. | 1,305 | $1.8K | 0 | 0.0% |
| MORGAN STANLEY | 539 | $760 | 0 | 0.0% |
| Tower Research Capital LLC (TRC) | 99 | $140 | +99 | — |
| BANK OF AMERICA CORP /DE/ | 3 | $17 | 0 | 0.0% |
| METEORA CAPITAL, LLC | 1 | $1 | +1 | — |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for PAPL against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.