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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
49.79%
Individuals & Insiders
27.61%
Institutions
22.60%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Frank Giustra
Member of Advisory Board
17.08%
17.81M
16.72%
+17.63M
03/27/2026
Legacy Wealth Management, LLC
6.74%
7.03M
7.49%
-56.38K
03/31/2026
Vanguard Capital Management, LLC
3.80%
3.96M
--
+3.96M
03/31/2026
Yorkville Advisors Global LP
3.60%
3.75M
--
+3.75M
03/31/2026
Donald Garlikov
2.91%
3.04M
3.18%
+0
07/22/2025
Anthony Amato
Former CEO & Chairman
2.91%
3.03M
3.18%
+0
11/07/2025
Mitchell Williams
Chief Investment Officer
2.89%
3.01M
2.84%
+2.96M
06/01/2026
BlackRock, Inc.
0.89%
933.11K
0.70%
+834.81K
03/31/2026
Geode Capital Management, LLC
0.88%
918.79K
0.24%
+599.23K
03/31/2026
Millennium Management LLC
0.69%
724.05K
0.01%
+383.58K
03/31/2026
Susquehanna International Group, LLP
0.63%
662.08K
0.05%
+370.54K
03/31/2026
Shay Capital LLC
0.54%
562.92K
0.25%
+417.26K
03/31/2026
Marshall Wace LLP
0.51%
536.92K
0.39%
+476.40K
03/31/2026
Vanguard Fiduciary Trust Company
0.41%
427.11K
--
+254.84K
03/31/2026
Renaissance Technologies LLC
0.39%
401.60K
--
+401.60K
03/31/2026
Morgan Lekstrom
Co-Founder & Interim Executive Chairman
0.36%
371.74K
0.21%
+224.24K
06/12/2026
National Bank Investments Inc.
0.32%
330.00K
0.22%
+280.00K
03/31/2026
Rossby Financial, LLC
0.31%
321.03K
0.30%
+19.50K
03/31/2026
Cambridge Investment Research Advisors, Inc.
0.31%
320.14K
0.33%
+1.94K
03/31/2026
Ferdinand Groenewald
Former Interim CFO & Principal Accounting Officer
0.28%
295.00K
0.31%
+0
11/18/2025