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Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
40.48%
Institutions
37.40%
Individuals & Insiders
22.12%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Frank Holmes
CEO, Chief Investment Officer & Director
21.13%
2.62M
0.14%
+2.58K
06/30/2026
Gator Capital Management, LLC
8.43%
1.05M
0.08%
+3.85K
06/03/2026
CWA Asset Management Group, LLC
5.70%
707.24K
0.66%
+77.74K
06/30/2026
Perritt Capital Management, Inc.
4.22%
522.97K
0.08%
+0
12/31/2025
Vanguard Capital Management, LLC
4.17%
517.08K
--
+517.08K
03/31/2026
North Star Investment Management Corporation
3.27%
406.00K
3.19%
+395.00K
03/31/2026
BlackRock, Inc.
2.49%
308.30K
0.03%
-1.74K
03/31/2026
Renaissance Technologies LLC
1.55%
192.72K
0.20%
+21.10K
03/31/2026
Rothschild Wealth LLC
0.99%
122.97K
3.14%
-400.00K
03/31/2026
Geode Capital Management, LLC
0.93%
115.48K
0.10%
-15.28K
03/31/2026
Bridgeway Capital Management, LLC
0.71%
87.86K
0.01%
+0
03/31/2026
Emergent Capital Advisors, LLC
0.62%
76.37K
0.02%
+1.44K
06/03/2026
Susquehanna International Group, LLP
0.54%
66.85K
0.11%
-15.58K
03/31/2026
Roy Terracina
Independent Vice Chairman of the Board & Director
0.51%
63.80K
<0.01%
+0
08/21/2025
Vanguard Fiduciary Trust Company
0.48%
59.87K
--
+0
03/31/2026
Dimensional Fund Advisors LP
0.47%
58.70K
0.05%
+5.06K
03/31/2026
State Street Global Advisors, Inc.
0.45%
56.00K
<0.01%
+0
03/31/2026
Citadel Advisors LLC
0.37%
45.64K
0.12%
-16.38K
03/31/2026
Sandia Investment Management LP
0.35%
43.79K
<0.01%
+0
12/31/2025
Proficio Capital Partners LLC
0.35%
43.79K
<0.01%
+0
03/31/2026
