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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
65.14%
Individuals & Insiders
22.98%
Institutions
11.88%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Antanas Guoga
Former Chairman of the Board
17.61%
6.11M
1.40%
+723.85K
07/01/2026
T. Rowe Price Group, Inc.
7.35%
2.55M
1.57%
+0
09/30/2025
Michael Hubbard
Chief Executive Officer & Director
3.72%
1.29M
0.14%
+6.90K
07/02/2026
Key Client Fiduciary Advisors, LLC
1.03%
356.39K
0.03%
+25.80K
06/30/2026
MM Asset Management Inc
0.72%
250.00K
0.15%
+0
03/31/2026
UBS Asset Management AG
0.70%
242.50K
0.66%
+232.48K
03/31/2026
Jon Matonis
Chairman of the Board
0.68%
237.37K
0.02%
+2.43K
07/02/2026
Douglas Harris
Chief Financial Officer
0.64%
220.36K
<0.01%
+7.86K
07/02/2026
J.Derek Lewis & Associates, Inc.
0.56%
194.00K
0.20%
+92.00K
03/31/2026
Marshall Wace LLP
0.27%
94.22K
0.27%
-59.50K
03/31/2026
Jane Street Group, LLC
0.22%
76.81K
0.16%
+58.92K
03/31/2026
Lighthouse Investment Partners, LLC
0.19%
67.50K
0.22%
-50.00K
03/31/2026
Driemut, S.L.
0.14%
49.93K
0.03%
+0
06/30/2025
Ungad Chadda
Former Independent Director
0.13%
43.89K
0.03%
+11.01K
04/01/2026
Luis Berruga Simarro
Independent Director
0.11%
38.83K
0.01%
+6.33K
05/19/2026
Sterne Agee Asset Management, Inc.
0.09%
32.52K
--
+32.52K
03/31/2026
Pathstone Family Office, LLC
0.08%
28.13K
0.02%
+0
03/31/2026
Virtu Financial, Inc.
0.07%
24.20K
0.06%
-13.78K
03/31/2026
Creative Planning, LLC
0.06%
22.51K
--
+22.51K
03/31/2026
CapFinancial Partners, LLC
0.06%
22.12K
<0.01%
+5.89K
03/31/2026
