Security key
500692108
Security key
500692108
Report period
Q2 2025
Institutions
20
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
2,892,662
|
$13,653,365 | — | 31 Mar 2025 | |
| John C. Koss Jr. |
3/4/5
|
Vice President - Sales |
—
class O/S missing
|
809,502
|
$4,713,981 | -$285,305 | 10 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
252,749
|
$1,192,975 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
74,766
|
$352,896 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
60,638
|
$286,262 | — | 31 Mar 2025 | |
| William Jesse Sweasy |
3/4/5
|
Director |
—
class O/S missing
|
20,000
|
$146,000 | — | 02 Jun 2022 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
17,974
|
$84,837 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
12,117
|
$57,192 | — | 31 Mar 2025 | |
| JAMES INVESTMENT RESEARCH, INC. |
13F
|
Company |
—
class O/S missing
|
10,575
|
$49,914 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
10,575
|
$49,914 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
7,692
|
$36,306 | — | 31 Mar 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
7,000
|
$33,040 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
3,080
|
$14,538 | — | 31 Mar 2025 | |
| N.E.W. Advisory Services LLC |
13F
|
Company |
—
class O/S missing
|
2,000
|
$9,440 | — | 31 Mar 2025 | |
| Activest Wealth Management |
13F
|
Company |
—
class O/S missing
|
1,000
|
$4,720 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
668
|
$3,000 | — | 31 Mar 2025 | |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
13F
|
Company |
—
class O/S missing
|
300
|
$1,416 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
146
|
$689 | — | 31 Mar 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
121
|
$571 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
50
|
$236 | — | 31 Mar 2025 | |
| David D. Smith |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
20,031
mixed-class rows
|
$226 | — | 02 Nov 2021 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
28
|
$132 | — | 31 Mar 2025 | |
| Crewe Advisors LLC |
13F
|
Company |
—
class O/S missing
|
20
|
$95 | — | 31 Mar 2025 | |
| PSI Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
20
|
$94 | — | 31 Mar 2025 | |
| Guardian Wealth Management, Inc. |
13F
|
Company |
—
class O/S missing
|
7
|
$33 | — | 31 Mar 2025 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).