| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gabelli Funds LLC | 1.30M (5.46%) | 41.89K Increased by +3.21% | Mar 31, 26 |
| 2 | GatePass Capital, LLC | 505.90K (2.12%) | -2.50K Decreased by -0.49% | Mar 31, 26 |
| 3 | Needham Investment Management, LLC | 426.59K (1.79%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Franklin Resources Inc | 300.69K (1.26%) | 90.51K Increased by +30.10% | Mar 31, 26 |
| 5 | Kingsview Wealth Management, LLC | 265.26K (1.11%) | 265.26K Increased by +100.00% | Mar 31, 26 |
| 6 | We Are One Seven, LLC | 261.97K (1.10%) | -34.00 Decreased by -0.01% | Mar 31, 26 |
| 7 | Gamco Investors, Inc. Et Al | 244.50K (1.02%) | -16.80K Decreased by -6.87% | Mar 31, 26 |
| 8 | LPL Financial Corp | 202.47K (0.85%) | 27.66K Increased by +13.66% | Mar 31, 26 |
| 9 | Jane Street Group LLC | 197.05K (0.83%) | -53.98K Decreased by -27.39% | Mar 31, 26 |
| 10 | INTREPID FAMILY OFFICE LLC | 125.00K (0.52%) | 25.00K Increased by +20.00% | Mar 31, 26 |
| 11 | J. Goldman & Co LP | 120.70K (0.51%) | 120.70K Increased by +100.00% | Mar 31, 26 |
| 12 | BlackRock Inc | 90.16K (0.38%) | -61.37K Decreased by -68.07% | Mar 31, 26 |
| 13 | Private Advisor Group, LLC | 71.86K (0.30%) | 2.82K Increased by +3.93% | Jun 30, 26 |
| 14 | Acadian Asset Management LLC | 71.19K (0.30%) | 71.19K Increased by +100.00% | Mar 31, 26 |
| 15 | Morgan Stanley - Brokerage Accounts | 65.89K (0.28%) | 12.89K Increased by +19.57% | Mar 31, 26 |
| 16 | Amvescap Plc. | 65.66K (0.28%) | -33.78K Decreased by -51.45% | Mar 31, 26 |
| 17 | Janney Montgomery Scott LLC | 59.47K (0.25%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | Green Alpha Advisors, LLC | 58.61K (0.25%) | 5.18K Increased by +8.85% | Mar 31, 26 |
| 19 | Two Sigma Investments LLC | 54.09K (0.23%) | -89.11K Decreased by -164.73% | Mar 31, 26 |
| 20 | Stratos Wealth Partners, LTD | 51.91K (0.22%) | 12.51K Increased by +24.09% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Gabelli Equity Trust | 633.67K (2.66%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | Gabelli Dividend & Income | 397.90K (1.67%) | 12.85K Increased by +3.23% | Mar 31, 26 |
| 3 | Putnam BDC Income ETF | 320.58K (1.34%) | 1.49K Increased by +0.47% | Jul 29, 26 |
| 4 | Gabelli Financial Services Opp ETF | 250.19K (1.05%) | 9.04K Increased by +3.61% | Mar 31, 26 |
| 5 | Lazard Baylight US Small Cap Equity | 92.89K (0.39%) | 92.89K Increased by +100.00% | Jun 30, 26 |
| 6 | iShares Listed Private Eq ETF USD Dist | 87.44K (0.37%) | 0.00 Increased by 0.00% | Jul 28, 26 |
| 7 | Embark Small Cap Equity Retirement | 47.23K (0.20%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 8 | Catalyst/SMH Total Return Income A | 42.47K (0.18%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | Invesco Global Listed Private Equity ETF | 40.10K (0.17%) | 0.00 Increased by 0.00% | Jul 29, 26 |
| 10 | OneAscent Enhanced Small and Mid Cap ETF | 28.91K (0.12%) | 278.00 Increased by +0.96% | Jul 24, 26 |
| 11 | Herzfeld Special Situations Composite | 22.85K (0.10%) | 18.97K Increased by +83.03% | Jun 30, 26 |
| 12 | Gabelli Asset AAA | 22.34K (0.09%) | 20.00K Increased by +89.53% | Mar 31, 26 |
| 13 | Acuitas US Microcap Institutional | 21.55K (0.09%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | Granahan Inv Mgt Small Cap Discoveries | 21.55K (0.09%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | Herzfeld Balanced Composite | 20.08K (0.08%) | 19.33K Increased by +96.26% | Jun 30, 26 |
| 16 | Green Alpha Growth & Income Portfolio | 1.74K (0.01%) | 1.74K Increased by +100.00% | Mar 31, 26 |
| 17 | Alpha Architect US Equity 4 ETF | 500.00 (0.00%) | 0.00 Increased by 0.00% | Jul 29, 26 |
| 18 | OneAscent Target Retirement 2040 Fund | 416.00 (0.00%) | -230.00 Decreased by -55.29% | Jun 30, 26 |
| 19 | OneAscent Target Retirement 2050 Fund | 401.00 (0.00%) | -144.00 Decreased by -35.91% | Jun 30, 26 |
| 20 | OneAscent Target Retirement 2030 Fund | 234.00 (0.00%) | -40.00 Decreased by -17.09% | Jun 30, 26 |