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Financials
Forecast
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Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
58.76%
Individuals & Insiders
39.94%
Public and others
1.31%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
David Parker
Founder, CEO & Chairman
14.75%
3.71M
0.09%
+34.09K
04/29/2026
Jacqueline Parker
Former Chief Strategy Officer
13.26%
3.34M
0.18%
-35.00K
04/29/2026
Gregory Willett
7.95%
2.00M
0.03%
+0
03/26/2026
BlackRock, Inc.
7.86%
1.98M
0.43%
-99.86K
03/31/2026
Dimensional Fund Advisors LP
5.52%
1.39M
0.06%
-9.18K
03/31/2026
T. Rowe Price Group, Inc.
4.33%
1.09M
1.41%
+357.19K
03/31/2026
American Century Investment Management Inc
2.71%
682.01K
0.29%
+75.19K
03/31/2026
Vanguard Capital Management, LLC
2.64%
663.76K
--
+663.76K
03/31/2026
Patton Albertson Miller Group, LLC
2.32%
584.87K
<0.01%
+4.34K
06/30/2026
LSV Asset Management
1.81%
456.20K
<0.01%
+2.60K
03/31/2026
State Street Global Advisors, Inc.
1.70%
428.50K
0.06%
+15.67K
03/31/2026
Bridgeway Capital Management, LLC
1.60%
401.91K
0.06%
-12.25K
03/31/2026
Russell Investment Management, LLC
1.58%
396.83K
0.10%
-22.94K
03/31/2026
Geode Capital Management, LLC
1.44%
362.88K
0.02%
+5.61K
03/31/2026
Royce & Associates, LP
1.36%
341.87K
0.09%
+25.00K
03/31/2026
Rachel Parker-Hatchett
Director
1.26%
318.02K
0.01%
+4.34K
05/13/2026
C.S. McKee, L.P.
1.19%
299.72K
0.01%
-2.19K
03/31/2026
Next Century Growth Investors LLC
1.17%
294.87K
1.17%
+294.87K
03/31/2026
Charles Schwab Investment Management, Inc.
1.16%
291.67K
<0.01%
+0
06/30/2026
Algert Global LLC
1.09%
274.50K
0.39%
+99.65K
03/31/2026