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Financials
Financials
Forecast
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Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
49.32%
Institutions
42.83%
Individuals & Insiders
7.84%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Morgan Stanley
14.57%
1.58M
0.04%
-3.88K
03/31/2026
Tieton Capital Management, LLC
6.99%
758.70K
0.28%
+30.43K
03/31/2026
Dimensional Fund Advisors LP
5.99%
650.04K
0.41%
-44.74K
06/30/2026
Vanguard Capital Management, LLC
3.97%
430.77K
--
+430.77K
03/31/2026
SEI Investments Company
3.18%
345.65K
1.64%
+177.59K
03/31/2026
Craig Gates
Director
2.91%
315.57K
0.00%
+0
09/09/2025
Ronald Klawitter
Independent Chair
1.87%
203.53K
0.00%
+0
09/09/2025
Moors & Cabot, Inc.
1.56%
169.20K
0.04%
+4.50K
03/31/2026
Geode Capital Management, LLC
1.10%
118.95K
0.01%
+1.26K
03/31/2026
BlackRock, Inc.
0.90%
97.26K
<0.01%
-1.03K
03/31/2026
Renaissance Technologies LLC
0.82%
89.40K
0.08%
-9.20K
03/31/2026
Philip Hochberg
Executive Vice President of Customer Relations & Integration
0.67%
72.61K
0.00%
+0
09/09/2025
Duane MacKleit
Executive Vice President of Operations
0.58%
62.80K
0.00%
+0
09/03/2025
Bridgeway Capital Management, LLC
0.57%
62.20K
0.00%
+0
03/31/2026
Mercer Global Advisors Inc.
0.55%
60.00K
0.05%
-5.80K
03/31/2026
Brett Larsen
President, CEO & Director
0.54%
58.63K
0.00%
+0
09/09/2025
Vanguard Fiduciary Trust Company
0.51%
55.87K
--
+0
03/31/2026
Citadel Advisors LLC
0.49%
52.71K
0.22%
-23.73K
03/31/2026
Yacov Shamash
Independent Director
0.47%
51.20K
0.00%
+0
09/09/2025
Acuitas Investments, LLC
0.41%
44.02K
0.07%
-8.08K
03/31/2026
