(SAMG)
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| Breakdown | |
|---|---|
| 20.42% | % of Shares Held by All Insider |
| 69.85% | % of Shares Held by Institutions |
| 87.77% | % of Float Held by Institutions |
| 128 | Number of Institutions Holding Shares |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Blackrock Inc. | 964,891 | 2025-12-31 | 23.36% | $12.87M |
| Vanguard Group Inc | 495,345 | 2025-12-31 | 11.99% | $6.61M |
| Royce & Associates LP | 350,924 | 2025-12-31 | 8.50% | $4.68M |
| Boston Partners | 232,310 | 2025-12-31 | 5.62% | $3.10M |
| Dimensional Fund Advisors LP | 206,084 | 2025-12-31 | 4.99% | $2.75M |
| Pacific Ridge Capital Partners, LLC | 205,877 | 2025-12-31 | 4.98% | $2.75M |
| Geode Capital Management, LLC | 192,540 | 2025-12-31 | 4.66% | $2.57M |
| State Street Corporation | 190,649 | 2025-12-31 | 4.62% | $2.54M |
| Diamond Hill Capital Management Inc | 189,085 | 2025-12-31 | 4.58% | $2.52M |
| Gabelli Funds, LLC | 184,887 | 2025-12-31 | 4.48% | $2.47M |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 313,079 | 2025-12-31 | 7.58% | $4.18M |
| iShares Trust-iShares Russell 2000 ETF | 236,302 | 2026-01-31 | 5.72% | $3.15M |
| ROYCE MICRO-CAP TRUST, INC. | 212,101 | 2025-12-31 | 5.14% | $2.83M |
| Keeley Funds, Inc.-Keeley Gabelli Small Cap Dividend Fund | 183,787 | 2025-12-31 | 4.45% | $2.45M |
| RBB Fund, Inc.-Boston Partners Small Cap Value Fund II | 168,148 | 2025-12-31 | 4.07% | $2.24M |
| Perritt Funds Inc-Perritt MicroCap Opportunities Fund | 110,000 | 2026-01-31 | 2.66% | $1.47M |
| ROYCE FUND-Royce Micro-Cap Fund | 105,793 | 2025-12-31 | 2.56% | $1.41M |
| Diamond Hill Funds-Diamond Hill Small Cap Fund | 102,997 | 2025-12-31 | 2.49% | $1.37M |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 83,015 | 2025-11-30 | 1.02% | $1.29M |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 80,757 | 2025-12-31 | 1.96% | $1.08M |
| RBB Fund, Inc.-Adara Smaller Companies Fund | 80,736 | 2026-02-28 | 1.95% | $1.08M |