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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — CASS
Institutional Holdings
Insider Transactions
US Institutional Ownership
61.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
903.3K
$39.0M
7.02%
-41.9K
2026-03-31
Focus Partners Wealth
686.0K
$30.0M
5.33%
--
2026-03-31
VANGUARD CAPITAL MANAGEMENT LLC
550.5K
$24.0M
4.28%
--
2026-03-31
BROWN ADVISORY INC
521.6K
$22.0M
4.05%
-18.3K
2026-03-31
HEARTLAND ADVISORS INC
470.5K
$20.0M
3.66%
+5.5K
2026-03-31
SPEECE THORSON CAPITAL GROUP INC
354.2K
$15.0M
2.75%
-10.4K
2026-03-31
DIMENSIONAL FUND ADVISORS LP
346.7K
$15.0M
2.69%
-7.6K
2026-03-31
ProShare Advisors LLC
289.8K
$12.0M
2.25%
-28.3K
2026-03-31
GEODE CAPITAL MANAGEMENT, LLC
288.9K
$12.0M
2.25%
-45.9K
2026-03-31
STATE STREET CORP
287.6K
$12.0M
2.23%
+1.0K
2026-03-31
Tributary Capital Management, LLC
248.9K
$10.0M
1.93%
-7.5K
2026-03-31
VANGUARD PORTFOLIO MANAGEMENT LLC
166.4K
$7.0M
1.29%
--
2026-03-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
137.7K
$6.0M
1.07%
-5.8K
2026-03-31
Emmett Investment Management, LP
127.6K
$5.0M
0.99%
-39.3K
2026-03-31
CRAWFORD INVESTMENT COUNSEL INC
121.8K
$5.0M
0.95%
--
2026-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
113.1K
$4.0M
0.88%
--
2026-03-31
Acumen Wealth Advisors, LLC
105.8K
$4.0M
0.82%
-6.4K
2026-03-31
NORTHERN TRUST CORP
100.6K
$4.0M
0.78%
+554
2026-03-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
94.6K
$4.0M
0.74%
-3.6K
2026-03-31
CSM Advisors, LLC
89.8K
$3.0M
0.70%
-495
2026-03-31
ROYCE & ASSOCIATES LP
87.9K
$3.0M
0.68%
+9.9K
2026-03-31
TEACHER RETIREMENT SYSTEM OF TEXAS
85.8K
$3.0M
0.67%
--
2026-03-31
GOLDMAN SACHS GROUP INC
81.6K
$3.0M
0.63%
-11.4K
2026-03-31
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
79.5K
$3.0M
0.62%
+220
2026-03-31
VANGUARD FIDUCIARY TRUST CO
79.1K
$3.0M
0.61%
--
2026-03-31
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