Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Share classes (cover page of the 10-Q filed 2026-08-14, as of 2026-08-14)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | FSI · NYSEAMER | 12,772,498 | 1,157,916 | 9.1% | 30 | 33938T104 |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (30 of 30 · 33938T104)
change vs 2026-03-31Exited since 2026-03-31 (4 filers; largest 4 shown)
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | −21,488 |
| RITHOLTZ WEALTH MANAGEMENT | −13,885 |
| TWO SIGMA INVESTMENTS, LP | −11,100 |
| CITIGROUP INC | −1 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| Daniel B. O'Brien | SCHEDULE 13D/A | 2026-02-11 | 2026-01-27 | 4,595,156 | 36.1% |
| Comprehensive Financial Planning, Inc. | SCHEDULE 13G/A | 2025-01-24 | 2024-12-31 | 1,258,521 | 10.1% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.