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Overview
Overview
News
News
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Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
48.28%
Individuals & Insiders
32.79%
Institutions
18.93%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Daniel O’Brien
President, CEO, Principal Financial & Accounting Officer and Director
32.48%
4.15M
3.60%
-447.00K
04/15/2026
Comprehensive Financial Planning, Inc.
9.85%
1.26M
0.03%
+0
04/15/2026
Renaissance Technologies LLC
2.58%
329.75K
0.09%
-11.19K
06/30/2026
Vanguard Capital Management, LLC
2.26%
288.83K
0.02%
+3.96K
06/30/2026
Dimensional Fund Advisors LP
0.75%
96.12K
0.03%
+3.84K
06/30/2026
North Star Investment Management Corporation
0.70%
90.00K
<0.01%
+0
06/30/2026
Beartown Capital Management, LLC
0.59%
74.75K
<0.01%
+0
06/30/2026
Regal Investment Advisors LLC
0.34%
43.19K
<0.01%
+0
06/30/2026
Citadel Advisors LLC
0.33%
41.51K
0.03%
+4.28K
06/30/2026
Rothschild Wealth LLC
0.24%
30.30K
0.09%
+11.60K
06/30/2026
Thomas Fyles
Independent Director
0.23%
30.00K
0.08%
+10.00K
04/15/2026
Essex Investment Management Company, LLC
0.20%
26.18K
<0.01%
-72.00
06/30/2026
BlackRock, Inc.
0.20%
25.24K
0.04%
+5.46K
06/30/2026
James Investment Research, Inc.
0.14%
18.30K
<0.01%
+0
06/30/2026
NewEdge Advisors, LLC
0.14%
18.30K
<0.01%
-1.13K
06/30/2026
Quantinno Capital Management LP
0.12%
15.29K
0.08%
-9.89K
06/30/2026
Crestwood Advisors Group, LLC
0.12%
15.29K
0.08%
-9.89K
06/30/2026
Strait & Sound Wealth Management LLC
0.11%
14.23K
<0.01%
+0
06/30/2026
XTX Markets Limited
0.09%
11.23K
0.02%
-1.94K
06/30/2026
Robert Helina
Director
0.08%
10.00K
0.24%
-30.00K
04/15/2026