Kraken Robotics Addict

🤓 Alright, I’ve taken a closer look at who owns 🦑 $PNG.V / $PNG.NE / $KRKNF, and it’s clear that the months-long sell-off was driven primarily by retail investors (setting aside the ~20% dilution that followed the acquisition of Covelya). The good news💪🏻: Several institutions even meaningfully increased positions after the pullback that followed the Covelya deal announcement. The biggest relative increases (mostly reported as of the June 30 and September 30, 2026 filings) include: • CIBC Asset Management roughly +983% (to ~5.8M shares as of June 30). This lines up with public comments from Craig Jerusalim in late July 2026 that they began buying a few months earlier after the Covelya-related drop and continued adding in subsequent weeks. • Finserve Nordic ~+174% (as of June 30). • BlackRock ~+244% (as of September 30, from a smaller base). • Columbia Management ~+28% (as of September 30). • CI Global Asset Management ~+20% (as of June 30). • Mirae Asset opened a new position (reported September 30). • Matco Financial ~+22%, • Grandeur Peak ~+30%, • Connor Clark & Lunn ~+11% (mostly June 30 filings). ...Mawer (still the largest holder at ~7.7%) has been relatively stable in the available data. Insider buying also occurred in July 2026 around C$6 (CEO Greg Reid and CFO D. MacKay). 🍰 Overall institutional ownership remains in the ~19–22% range, so it's the still large free float that continues to drive a lot of the day-to-day volatility. So be it... With the tensions surrounding Taiwan, the Strait of Hormuz, the Black Sea, and the geopolitically vital shipping routes between Greenland/Iceland/Norway, the foundation has been laid. If Kraken delivers strong Q3 results and there are no obstacles to an uplisting by the end of the year, we can look forward to 2027. 👌🏻 Long story short sense: While retail investors sold, institutional investors held on and even added to their positions.