• $35.6M
    Market Cap
  • N/A
    1-Year Change
  • Asset Management
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
N/A
5.33%
596,898
+596,898 (+100.00%)
Mar 31, 2026
VANGUARD GROUP INC
5.16%
576,812
+576,812 (+100.00%)
Dec 31, 2025
JB CAPITAL PARTNERS LP
4.50%
503,680
+151,174 (+30.01%)
Mar 31, 2026
HIGHTOWER ADVISORS, LLC
2.51%
281,324
0 (0.00%)
Mar 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
1.96%
218,904
-136,114 (-62.18%)
Mar 31, 2026
FIL LTD
1.76%
197,397
-77,596 (-39.31%)
Mar 31, 2026
FINANCIAL CONSULATE, INC
1.56%
174,957
-12,951 (-7.40%)
Mar 31, 2026

Current Ownership Distribution

  • Institutions7.4M (66.17%)
  • Other2.8M (25.35%)
  • Mutual Funds586,279 (5.24%)
  • Insiders362,182 (3.24%)

Insider Transactions

  • 3.24% (362,182)
    Current InsiderOwnership (%, shares)
  • 1
    Number of InsiderBuying (last 12 months)
  • $27,030.57
    Amount of InsiderBuying (last 12 months)
  • 0
    Number of InsiderSelling (last 12 months)
  • $0.00
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
Goldthorpe Edward J.
Chief Executive Officer
Award
Jun 01, 2026
$0.00
73,799
$0.00
289,369
Wang Henry Han-Wei
President
Award
Jun 01, 2026
$0.00
25,804
$0.00
75,959
Satoren Brandon
Chief Financial Officer
Award
Jun 01, 2026
$0.00
17,814
$0.00
17,814
Mangum Jordan
Chief Operating Officer
Buy
May 26, 2026
$7,250.43
2,115
$3.43
10,000