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Financials
Financials
Forecast
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Valuation
Valuation
Shareholders
Shareholders
Profile
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All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Individuals & Insiders
41.08%
Public and others
38.47%
Private companies
13.21%
Institutions
7.24%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Charles Fernandez
CEO & Chairman
16.86%
456.69K
0.20%
+0
08/13/2025
Frost Gamma Investments Trust
12.66%
342.86K
0.15%
+0
04/28/2025
Rodney Barreto
Independent Chairman
8.44%
228.70K
0.08%
+2.62K
06/30/2026
Douglas Ellenoff
Vice Chairman
7.10%
192.39K
6.49%
+175.77K
06/30/2026
Anthony Armas
Independent Director
4.22%
114.26K
3.84%
+104.14K
06/30/2026
David Phipps
President, CEO of Global Operations, CEO & Director
2.66%
72.18K
0.03%
+0
12/05/2025
Sixth Borough Capital Management, LP.
2.17%
58.82K
0.03%
+0
04/28/2025
EverSource Wealth Advisors, LLC
2.14%
58.07K
0.03%
+0
03/31/2026
Geode Capital Management, LLC
0.83%
22.45K
<0.01%
+0
12/31/2025
Robert Keyser
0.65%
17.61K
<0.01%
+0
04/28/2025
Ark Financial Services, Inc.
0.55%
15.00K
<0.01%
+0
04/28/2025
Vanguard Capital Management, LLC
0.55%
14.77K
--
+14.77K
03/31/2026
Vanguard Fiduciary Trust Company
0.33%
9.06K
--
+0
03/31/2026
Amanda Ferrio
Chief Financial Officer
0.28%
7.50K
<0.01%
+0
12/05/2025
Auxol Capital, LLC
0.24%
6.53K
<0.01%
+0
04/28/2025
Elizabeth Alcaine
Former Independent Director
0.22%
6.06K
<0.01%
+0
04/28/2025
Hector Delgado
Lead Independent Director
0.20%
5.46K
<0.01%
+0
10/15/2025
Jane Street Group, LLC
0.18%
4.85K
--
+4.85K
03/31/2026
Northern Trust Global Investments
0.17%
4.55K
<0.01%
+0
03/31/2026
Robert Bedwell Phillip
Chief Compliance Officer & Secretary
0.17%
4.50K
<0.01%
+0
12/05/2025
