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Business Summary
Filings
Ownership
Valuation
Ownership — SSSS
Institutional Holdings
Insider Transactions
US Institutional Ownership
20.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
Thomas J. Herzfeld Advisors, Inc.
788.4K
$9.0M
2.98%
+755.9K
2026-06-30
Kingsview Wealth Management, LLC
564.3K
$7.0M
2.13%
+299.0K
2026-06-30
GatePass Capital, LLC
508.1K
$6.0M
1.92%
+2.3K
2026-06-30
NEEDHAM INVESTMENT MANAGEMENT LLC
426.6K
$5.0M
1.61%
--
2026-06-30
FRANKLIN RESOURCES INC
290.9K
$3.0M
1.10%
-9.8K
2026-06-30
JANE STREET GROUP, LLC
277.2K
$3.0M
1.05%
+58.3K
2026-06-30
MGO ONE SEVEN LLC
258.2K
$3.0M
0.98%
-3.7K
2026-06-30
LPL Financial LLC
208.7K
$2.0M
0.79%
+6.2K
2026-06-30
TWO SIGMA INVESTMENTS, LP
200.4K
$2.0M
0.76%
--
2026-06-30
LAZARD ASSET MANAGEMENT LLC
111.7K
$1.0M
0.42%
--
2026-06-30
INTREPID FAMILY OFFICE LLC
100.0K
$1.0M
0.38%
-25.0K
2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
91.2K
$1.0M
0.34%
--
2026-06-30
BlackRock, Inc.
88.0K
$1.0M
0.33%
-2.2K
2026-06-30
Balyasny Asset Management L.P.
86.6K
$1.0M
0.33%
--
2026-06-30
MANGROVE PARTNERS IM, LLC
73.4K
--
0.28%
+26.8K
2026-06-30
Private Advisor Group, LLC
71.9K
--
0.27%
+2.8K
2026-06-30
MORGAN STANLEY
70.2K
--
0.27%
+4.3K
2026-06-30
Janney Montgomery Scott LLC
59.5K
--
0.22%
--
2026-06-30
Green Alpha Advisors, LLC
59.4K
--
0.22%
+764
2026-06-30
WELLS FARGO & COMPANY/MN
55.9K
--
0.21%
+13.4K
2026-06-30
Stratos Wealth Partners, LTD.
47.5K
--
0.18%
-4.4K
2026-06-30
HARBOR CAPITAL ADVISORS, INC.
47.2K
--
0.18%
-3.6K
2026-06-30
XTX Topco Ltd
46.5K
--
0.18%
+10.1K
2026-06-30
Connor, Clark & Lunn Investment Management Ltd.
43.5K
--
0.16%
--
2026-06-30
MILLENNIUM MANAGEMENT LLC
43.3K
--
0.16%
-2.5K
2026-06-30
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