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(TLF)

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Major holders

Currency in USD
Breakdown
5.74%% of shares held by all insiders
56.64%% of shares held by institutions
60.08%% of float held by institutions
20Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Bandera Partners LLC2,857,93630 Mar 202434.70%12,174,808
JCP Investment Management, LLC873,63830 Mar 202410.61%3,721,698
First Foundation Advisors826,71230 Mar 202410.04%3,521,793
Money Concepts Capital Corporation84,46430 Mar 20241.03%359,816
Values First Advisors, Inc.39,79230 Mar 20240.48%169,513
Geode Capital Management, LLC28,10430 Mar 20240.34%119,723
Vanguard Group Inc17,79930 Mar 20240.22%75,823
Dimensional Fund Advisors LP17,17830 Mar 20240.21%73,178
Blackrock Inc.6,74930 Mar 20240.08%28,750
Tower Research Capital LLC (TRC)66430 Mar 20240.01%2,828

Top mutual fund holders

HolderSharesDate reported% outValue
Advisors Inner Circle Fund III-First Foundation Total Return Fd560,23730 Mar 20246.80%2,386,609
Fidelity Extended Market Index Fund27,69929 Apr 20240.34%117,997
Vanguard Extended Market Index Fund17,29930 Mar 20240.21%73,693
iShares Micro Cap ETF6,07329 Apr 20240.07%25,870
Schwab Capital Trust-Total Stock Market Index Fund3,32930 Jan 20240.04%14,181
DFA U.S. Vector Equity Portfolio2,50030 Jan 20240.03%10,650
DFA U.S. Core Equity 1 Portfolio2,20230 Jan 20240.03%9,380
Dimensional ETF Tr-Dimensional U.S. Core Equity 2 ETF1,50030 Jan 20240.02%6,390
DFA U.S. Core Equity 2 Portfolio82530 Jan 20240.01%3,514
Vanguard Total Stock Market Index Fund50030 Mar 20240.01%2,130