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Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
VC/PE firms
45.56%
Public and others
19.58%
Private companies
18.97%
Individuals & Insiders
8.59%
Institutions
7.29%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
The Isaac Organization
45.56%
1.40M
1.37%
+42.22K
05/19/2026
Kingston Diversified Holdings LLC
18.97%
582.82K
0.00%
+0
05/08/2026
Jon Isaac
Chairman, President, CEO
7.07%
217.18K
0.00%
+0
05/19/2026
Vanguard Capital Management, LLC
1.79%
55.01K
--
+55.01K
03/31/2026
Bridgeway Capital Management, LLC
1.68%
51.68K
0.00%
+0
03/31/2026
Renaissance Technologies LLC
0.98%
30.10K
0.04%
-1.20K
03/31/2026
Antonios Isaac
Director
0.98%
30.00K
0.00%
+0
05/08/2026
Dimensional Fund Advisors LP
0.86%
26.56K
0.02%
-665.00
03/31/2026
Sigma Planning Corporation
0.67%
20.62K
<0.01%
-32.00
03/31/2026
Two Sigma Investments, LP
0.61%
18.77K
0.05%
+1.62K
03/31/2026
Geode Capital Management, LLC
0.39%
12.05K
0.03%
-870.00
03/31/2026
Rodney Spriggs
President & CEO of Vintage Stock, Inc.
0.38%
11.67K
0.00%
+0
05/08/2026
Vanguard Fiduciary Trust Company
0.14%
4.38K
--
+0
03/31/2026
Dennis Gao
Independent Director
0.14%
4.15K
0.00%
+0
05/08/2026
BlackRock, Inc.
0.08%
2.60K
<0.01%
+208.00
03/31/2026
Gregory LeClaire
Independent Director
0.02%
750.00
0.00%
+0
05/08/2026
Vanguard Global Advisers, LLC
0.02%
601.00
--
+0
03/31/2026
Edward Jones Trust Company
0.02%
591.00
<0.01%
-134.00
03/31/2026
CoreCap Advisors, LLC
0.01%
375.00
0.00%
+0
06/30/2026
UBS Asset Management AG
<0.01%
231.00
<0.01%
+46.00
03/31/2026
