Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 2.19M (13.67%) -9.77K
Decreased by -0.45%
Jun 30, 24
2 Glenorchy Capital Ltd 260.78K (1.63%) 31.54K
Increased by +12.10%
Sep 30, 24
3 BNP Paribas Arbitrage, SA 86.11K (0.54%) 11.60K
Increased by +13.47%
Jun 30, 24
4 RBF LLC 72.11K (0.45%) 0.00
Increased by 0.00%
Jun 30, 24
5 Guardian Wealth Management, Inc. 51.61K (0.32%) 0.00
Increased by 0.00%
Jun 30, 24
6 Northern Trust Corp 41.98K (0.26%) -3.39K
Decreased by -8.07%
Jun 30, 24
7 Citadel Advisors Llc 26.43K (0.17%) -2.25K
Decreased by -8.51%
Jun 30, 24
8 HighTower Advisors, LLC 25.29K (0.16%) -40.00K
Decreased by -158.17%
Sep 30, 23
9 LSV Asset Management 15.80K (0.10%) 0.00
Increased by 0.00%
Jun 30, 24
10 Advisor Group Holdings, Inc. 8.20K (0.05%) -3.00K
Decreased by -36.59%
Jun 30, 24
11 Family Firm Inc 2.39K (0.01%) 2.39K
Increased by +100.00%
Jun 30, 24
12 Bank of America Corp 2.00K (0.01%) 2.00K
Increased by +100.00%
Sep 30, 23
13 Maryland Capital Advisors Inc 1.00K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
14 GPS Wealth Strategies Group, LLC 333.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
15 CWM, LLC duplicate 250.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
16 UBS Group AG 240.00 (0.00%) -1.75K
Decreased by -729.58%
Jun 30, 24
17 Harel Insurance Invests & Fin Srvcs Ltd 168.00 (0.00%) -45.00
Decreased by -26.79%
Jun 30, 23
18 Royal Bank of Canada 39.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
19 Wells Fargo & Co 1.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
20 Acadian Asset Management LLC 0.00 (0.00%) -193.21K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Forest Sea Eagle IL 188.02K (1.17%) 0.00
Increased by 0.00%
Jun 30, 24
2 Forest Bonds IL! 69.00K (0.43%) 0.00
Increased by 0.00%
Jun 30, 24
3 Forest 80/20 IL 52.05K (0.33%) 0.00
Increased by 0.00%
Jun 30, 24
4 Forest 90/10 IL 22.80K (0.14%) 0.00
Increased by 0.00%
Jun 30, 24
5 Micro Cap Value Equity 15.80K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
6 Forest Equity IL 10.06K (0.06%) 0.00
Increased by 0.00%
Jun 30, 24
7 Bridgeway Ultra-Small Company 5.60K (0.03%) 0.00
Increased by 0.00%
Jun 30, 24
8 Spets A 1.29K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24