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Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
72.30%
Institutions
15.84%
Individuals & Insiders
11.08%
Private companies
0.78%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Stephen Garchik
Former Director
8.95%
1.50M
0.32%
+103.83K
04/29/2026
Wealthspire Advisors LLC
3.31%
553.60K
0.12%
+0
06/30/2026
Vanguard Capital Management, LLC
2.79%
467.32K
0.02%
+20.32K
06/30/2026
Varana Capital, LLC
2.74%
458.88K
0.10%
+0
05/05/2025
Allied Private Wealth
1.90%
318.00K
--
+318.00K
06/30/2026
Leo Wealth LLC
1.04%
173.30K
0.04%
+0
03/31/2026
Simon Quick Advisors, LLC
1.04%
173.30K
0.04%
+0
06/30/2026
Geode Capital Management, LLC
0.88%
146.81K
0.37%
-54.01K
06/30/2026
Garchik Universal Limited Partnership
0.78%
130.98K
0.03%
+0
04/29/2026
Ken Jisser
Director
0.73%
122.25K
0.00%
+0
07/08/2026
Michael Thompson
Former Independent Director
0.50%
83.68K
0.02%
+0
05/05/2025
Philip Broenniman
Former Director
0.47%
79.30K
<0.01%
-586.00
07/08/2026
Scoggin Capital Management LLC
0.45%
75.00K
0.45%
+75.00K
06/30/2026
State Street Investment Management
0.33%
55.73K
0.01%
+0
06/30/2026
XTX Markets Limited
0.31%
52.13K
0.03%
-2.77K
06/30/2026
Private Wealth Asset Management, LLC
0.16%
26.05K
<0.01%
+0
06/30/2026
Rhoniel Daguro
Chairman
0.15%
24.83K
<0.01%
+0
05/27/2026
Granite Islands Private Wealth, LLC
0.15%
24.45K
<0.01%
+0
06/30/2026
Northern Trust Global Investments
0.14%
23.78K
0.07%
-10.21K
06/30/2026
Ricky Solomon
Former Independent Director
0.13%
22.50K
--
+22.50K
07/08/2026
