Major holders
Currency in USDBreakdown
0.10% | % of shares held by all insiders |
30.79% | % of shares held by institutions |
30.81% | % of float held by institutions |
56 | Number of institutions holding shares |
Top institutional holders
Holder | Shares | Date reported | % out | Value |
---|
Pathstone Holdings, LLC | 980,866 | 30 Dec 2023 | 6.76% | 14,124,470 |
Morgan Stanley | 774,110 | 30 Dec 2023 | 5.34% | 11,147,183 |
Wells Fargo & Company | 441,756 | 30 Dec 2023 | 3.05% | 6,361,286 |
Foundations Investment Advisors, Llc | 252,181 | 30 Dec 2023 | 1.74% | 3,631,406 |
Invesco Ltd. | 210,624 | 30 Dec 2023 | 1.45% | 3,032,985 |
LPL Financial LLC | 168,526 | 30 Dec 2023 | 1.16% | 2,426,774 |
Guggenheim Capital, LLC | 138,148 | 30 Dec 2023 | 0.95% | 1,989,331 |
Bank of America Corporation | 132,075 | 30 Dec 2023 | 0.91% | 1,901,879 |
Royal Bank of Canada | 92,234 | 30 Dec 2023 | 0.64% | 1,328,169 |
Citizens Business Bank | 80,000 | 30 Mar 2024 | 0.55% | 1,151,999 |
Top mutual fund holders
Holder | Shares | Date reported | % out | Value |
---|
Special Opportunities Fd | 38,301 | 30 Dec 2023 | 0.26% | 551,534 |