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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
73.11%
Public and others
20.64%
Institutions
5.29%
Private companies
0.96%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Bradford Whitmore
69.59%
49.15M
0.02%
+0
03/25/2026
Rebecca Whitmore
Chairman of the Board
2.95%
2.09M
<0.01%
+0
03/25/2026
BlackRock, Inc.
1.51%
1.07M
0.03%
-17.90K
03/31/2026
Vanguard Capital Management, LLC
1.15%
811.71K
--
+811.71K
03/31/2026
Grace Investments, Lp
0.96%
675.52K
<0.01%
+0
03/25/2026
Geode Capital Management, LLC
0.64%
451.53K
<0.01%
+745.00
03/31/2026
State Street Global Advisors, Inc.
0.58%
408.99K
<0.01%
+0
03/31/2026
Jess Jankowski
Former Board Advisor
0.30%
209.45K
<0.01%
+0
03/25/2026
Morgan Stanley
0.28%
194.56K
0.23%
+159.37K
03/31/2026
Kevin Cureton
President, CEO & Director
0.27%
192.21K
<0.01%
+0
03/25/2026
Northern Trust Global Investments
0.19%
137.52K
0.03%
+18.14K
03/31/2026
Vanguard Fiduciary Trust Company
0.17%
123.01K
--
-923.00
03/31/2026
Vanguard Portfolio Management, LLC
0.16%
112.41K
--
+112.41K
03/31/2026
Charles Schwab Investment Management, Inc.
0.07%
47.39K
0.00%
+0
06/30/2026
BNY Asset Management
0.06%
44.07K
<0.01%
+0
03/31/2026
Zacks Investment Management, Inc.
0.05%
37.96K
<0.01%
+0
03/31/2026
The Goldman Sachs Group, Inc.
0.04%
27.62K
0.01%
+8.91K
03/31/2026
Deutsche Asset & Wealth Management
0.04%
24.72K
<0.01%
+0
03/31/2026
Teachers Insurance and Annuity Association-College Retirement Equities Fund
0.03%
24.33K
<0.01%
+0
03/31/2026
Wealth Enhancement Advisory Services, LLC
0.03%
22.76K
<0.01%
+478.00
06/30/2026
