Ownership Profile
Shareholder Breakdown
| Shareholder | Holders | Value ($MM) | % O/S | Shares |
|---|---|---|---|---|
| Institution | 13 | 1.36 | 11.48 | 753,355 |
| Mutual Fund | 7 | 0.04 | 0.83 | 54,619 |
| Insider | 10 | 2.42 | 36.26 | 2,379,011 |
Institutional Shareholder Rotation
| Shareholder | Holders | Value Chg ($MM) | % O/S | Share Change |
|---|---|---|---|---|
| Buyers | 13 | 0.35 | 9.85 | 645,871 |
| Sellers | 6 | -0.40 | 3.45 | -226,165 |
| Net | -0.05 | 6.40 | 419,706 |
Institutional Shareholder Concentration
| Concentration | Value ($MM) | % O/S | Shares |
|---|---|---|---|
| Total Inst. | 4.48 | 54.68 | 3,586,911 |
| Top 10 Inst. | 4.12 | 51.72 | 3,393,198 |
| Top 20 Inst. | 4.47 | 54.64 | 3,584,822 |
| Top 50 Inst. | -- |
Institutional Shareholder Style
| Style | Holders | Value ($MM) | % Inst Shares | Shares |
|---|---|---|---|---|
| Growth | ||||
| Aggressive Growth | -- | -- | ||
| Core Growth | 2 | 0.02 | 0.15 | 10,002 |
| Growth | -- | -- | ||
| Income | ||||
| Income Value | -- | -- | ||
| Yield | -- | -- | ||
| Index | 3 | 0.15 | 1.26 | 82,976 |
| Other | 6 | 0.59 | 5.01 | 328,532 |
| Broker Dealer | 3 | 0.02 | 0.21 | 13,663 |
| GARP | -- | -- | ||
| Hedge Fund | 3 | 0.57 | 4.80 | 314,869 |
| Specialty | -- | -- | ||
| Value | ||||
| Core Value | -- | -- | ||
| Deep Value | 1 | -- | 0.01 | 409 |
Top Holders: Institutional Investor
| Holder | Shares Held | % O/S | Share Change | Filing Date |
|---|---|---|---|---|
| D'Loren (Robert W) | 994,614 | 15.16 | 22,763 | 9/30/26 |
| Link (Jeffrey Sanford) | 552,758 | 8.43 | 552,758 | 10/16/26 |
| UTG Capital, Inc | 454,545 | 6.93 | -- | 3/3/26 |
| DiSanto (Mark) | 422,091 | 6.43 | 1,250 | 4/20/26 |
| Summit Trail Advisors, LLC | 331,436 | 5.05 | -- | 6/30/26 |
| Potomac Capital Management Inc. | 250,058 | 3.81 | -158,342 | 6/30/26 |
| Mizrahi (Isaac) | 167,233 | 2.55 | -- | 3/3/26 |
| Solit (Paul J) | 106,856 | 1.63 | 105,906 | 12/31/25 |
| Burroughs (Seth) | 65,314 | 1.00 | -- | 3/3/26 |
| Citadel Advisors LLC | 48,293 | 0.74 | 4,780 | 6/30/26 |
* Insider values reflect direct beneficial ownership.
Source: LSEG