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 2026-08-13, as of 2026-08-07)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | GBFH · NASDAQ | 14,516,457 | 3,808,473 | 26.2% | 82 | 36166F100 |
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 (82 of 82 · 36166F100)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 664,990 | 4.58% | $20.2M | +47,668 (+7.7%) |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 421,802 | 2.91% | $12.8M | +8,849 (+2.1%) |
| 3 | Arista Wealth Management, LLC | 295,296 | 2.03% | $9.0M | — |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 243,165 | 1.68% | $7.4M | +22,528 (+10.2%) |
| 5 | CHAPIN DAVIS, INC. | 232,425 | 1.60% | $7.0M | +50 (+0.0%) |
| 6 | STATE STREET CORP | 203,809 | 1.40% | $6.2M | +9,771 (+5.0%) |
| 7 | Cannell & Spears LLC | 202,125 | 1.39% | $6.1M | — |
| 8 | RVW Wealth, LLC | 119,023 | 0.82% | $3.6M | -39,831 (-25.1%) |
| 9 | EMERALD MUTUAL FUND ADVISERS TRUST | 118,000 | 0.81% | $3.6M | — |
| 10 | KENNEDY CAPITAL MANAGEMENT LLC | 116,637 | 0.80% | $3.5M | -36,239 (-23.7%) |
| 11 | CITADEL ADVISORS LLC | 90,439 | 0.62% | $2.7M | +29,271 (+47.9%) |
| 12 | Quantinno Capital Management LP | 77,970 | 0.54% | $2.4M | +7 (+0.0%) |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 77,476 | 0.53% | $2.3M | +2,476 (+3.3%) |
| 14 | AQR CAPITAL MANAGEMENT LLC | 77,245 | 0.53% | $2.3M | NEW |
| 15 | NORTHERN TRUST CORP | 75,730 | 0.52% | $2.3M | +9,769 (+14.8%) |
| 16 | HighTower Advisors, LLC | 70,259 | 0.48% | $2.1M | +35 (+0.0%) |
| 17 | VANGUARD FIDUCIARY TRUST CO | 66,224 | 0.46% | $2.0M | +4,967 (+8.1%) |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 65,866 | 0.45% | $2.0M | +13,907 (+26.8%) |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,101 | 0.39% | $1.7M | NEW |
| 20 | Pacific Ridge Capital Partners, LLC | 46,602 | 0.32% | $1.4M | +6,392 (+15.9%) |
| 21 | T3 Companies, LLC | 39,200 | 0.27% | $1.2M | +5,000 (+14.6%) |
| 22 | MILLENNIUM MANAGEMENT LLC | 38,878 | 0.27% | $1.2M | -6,793 (-14.9%) |
| 23 | EMERALD ADVISERS, LLC | 29,227 | 0.20% | $886K | — |
| 24 | Squarepoint Ops LLC | 25,030 | 0.17% | $759K | NEW |
| 25 | UBS Group AG | 23,670 | 0.16% | $717K | -34,772 (-59.5%) |
| 26 | Bank of New York Mellon Corp | 23,210 | 0.16% | $703K | +600 (+2.7%) |
| 27 | D. E. Shaw & Co., Inc. | 20,361 | 0.14% | $617K | NEW |
| 28 | FNY Investment Advisers, LLC | 20,100 | 0.14% | $609K | NEW |
| 29 | Sequoia Financial Advisors, LLC | 19,988 | 0.14% | $606K | +1 (+0.0%) |
| 30 | GOLDMAN SACHS GROUP INC | 18,578 | 0.13% | $563K | -9,241 (-33.2%) |
| 31 | XTX Topco Ltd | 16,606 | 0.11% | $503K | +7,603 (+84.4%) |
| 32 | Numerai GP LLC | 16,587 | 0.11% | $503K | -12,694 (-43.4%) |
| 33 | Focus Partners Wealth | 13,736 | 0.09% | $416K | NEW |
| 34 | AMERICAN CENTURY COMPANIES INC | 12,270 | 0.08% | $372K | +159 (+1.3%) |
| 35 | Nuveen, LLC | 12,102 | 0.08% | $367K | -2,874 (-19.2%) |
| 36 | DIMENSIONAL FUND ADVISORS LP | 11,696 | 0.08% | $355K | — |
| 37 | CORSAIR CAPITAL MANAGEMENT, L.P. | 11,528 | 0.08% | $349K | -2,000 (-14.8%) |
| 38 | Quadrature Capital Ltd | 10,454 | 0.07% | $317K | -773 (-6.9%) |
| 39 | DEUTSCHE BANK AG\ | 9,504 | 0.07% | $288K | +1,979 (+26.3%) |
| 40 | JANE STREET GROUP, LLC | 8,777 | 0.06% | $266K | NEW |
| 41 | WELLS FARGO & COMPANY/MN | 8,703 | 0.06% | $264K | +5,309 (+156.4%) |
| 42 | BANK OF AMERICA CORP /DE/ | 8,542 | 0.06% | $259K | -15 (-0.2%) |
| 43 | Vident Advisory, LLC | 8,156 | 0.06% | $247K | — |
| 44 | PRICE T ROWE ASSOCIATES INC /MD/ | 7,831 | 0.05% | $238K | NEW |
| 45 | Pekin Hardy Strauss, Inc. | 7,650 | 0.05% | $232K | NEW |
| 46 | RHUMBLINE ADVISERS | 6,207 | 0.04% | $188K | -328 (-5.0%) |
| 47 | MORGAN STANLEY | 6,041 | 0.04% | $183K | -3,681 (-37.9%) |
| 48 | MetLife Investment Management, LLC | 5,659 | 0.04% | $172K | — |
| 49 | CITIGROUP INC | 4,712 | 0.03% | $143K | +4,290 (+1016.6%) |
| 50 | Russell Investments Group, Ltd. | 4,565 | 0.03% | $138K | +3,871 (+557.8%) |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,402 | 0.03% | $133K | +120 (+2.8%) |
| 52 | INVESTMENT COUNSEL CO OF NEVADA | 4,280 | 0.03% | $130K | — |
| 53 | JPMORGAN CHASE & CO | 4,249 | 0.03% | $130K | +503 (+13.4%) |
| 54 | Police & Firemen's Retirement System of New Jersey | 3,538 | 0.02% | $107K | +1,499 (+73.5%) |
| 55 | Vanguard Global Advisers, LLC | 3,136 | 0.02% | $95K | — |
| 56 | SIMPLEX TRADING, LLC | 3,037 | 0.02% | $92K | +2,522 (+489.7%) |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 2,900 | 0.02% | $88K | — |
| 58 | BARCLAYS PLC | 2,728 | 0.02% | $83K | +792 (+40.9%) |
| 59 | BNP PARIBAS FINANCIAL MARKETS | 1,685 | 0.01% | $51K | -390 (-18.8%) |
| 60 | Tower Research Capital LLC (TRC) | 1,411 | 0.01% | $43K | -727 (-34.0%) |
| 61 | Arax Advisory Partners | 1,356 | 0.01% | $41K | NEW |
| 62 | Legal & General Group Plc | 985 | 0.01% | $30K | +167 (+20.4%) |
| 63 | ROYAL BANK OF CANADA | 977 | 0.01% | $29K | NEW |
| 64 | Ameritas Investment Partners, Inc. | 919 | 0.01% | $28K | — |
| 65 | State of Alaska, Department of Revenue | 738 | 0.01% | $22K | — |
| 66 | JONES FINANCIAL COMPANIES LLLP | 480 | 0.00% | $15K | -8,758 (-94.8%) |
| 67 | Essential Partners LLC | 127 | 0.00% | $4K | +123 (+3075.0%) |
| 68 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 127 | 0.00% | $4K | -360 (-73.9%) |
| 69 | FMR LLC | 124 | 0.00% | $4K | +66 (+113.8%) |
| 70 | Allworth Financial LP | 123 | 0.00% | $4K | NEW |
| 71 | EverSource Wealth Advisors, LLC | 111 | 0.00% | $3K | +102 (+1133.3%) |
| 72 | IFP Advisors, Inc | 74 | 0.00% | $2K | +72 (+3600.0%) |
| 73 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 63 | 0.00% | $2K | — |
| 74 | Sterling Capital Management LLC | 34 | 0.00% | $1K | -251 (-88.1%) |
| 75 | Farther Finance Advisors, LLC | 27 | 0.00% | $819 | +25 (+1250.0%) |
| 76 | True Wealth Design, LLC | 26 | 0.00% | $789 | NEW |
| 77 | ROTHSCHILD INVESTMENT LLC | 22 | 0.00% | $667 | +20 (+1000.0%) |
| 78 | Fortitude Family Office, LLC | 16 | 0.00% | $485 | NEW |
| 79 | SJS Investment Consulting Inc. | 11 | 0.00% | $334 | NEW |
| 80 | GAMMA Investing LLC | 10 | 0.00% | $303 | NEW |
| 81 | Clearstead Advisors, LLC | 4 | 0.00% | $122 | NEW |
| 82 | Hughes Financial Services, LLC | 1 | 0.00% | $30 | — |
Exited since 2026-03-31 (4 filers; largest 4 shown)
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | −28,302 |
| Destiny Wealth Partners, LLC | −9,385 |
| CWM, LLC | −111 |
| Root Financial Partners, LLC | −2 |
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 |
|---|---|---|---|---|---|
| 1990 Sovereign Holdings LLC | SCHEDULE 13D | 2025-05-05 | 2025-04-29 | 653,869 | 4.6% |
| 2000 Universal Holdings LLC | SCHEDULE 13D | 2025-05-05 | 2025-04-29 | 15,900 | 0.1% |
| ALF Operating Partners, Ltd. | SCHEDULE 13D | 2025-05-05 | 2025-04-29 | 132,294 | 0.9% |
| Edward M. Nigro | SCHEDULE 13D | 2025-05-05 | 2025-04-29 | 1,158,287 | 8.1% |
| Finley Alfred Lee | SCHEDULE 13D | 2025-05-05 | 2025-04-29 | 1,682,569 | 11.8% |
| Finley Susan | SCHEDULE 13D | 2025-05-05 | 2025-04-29 | 1,540,000 | 10.8% |
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.