60% buyers of institutions opening or closing positions this quarter
4 more new buyers than exits, ownership rose 2.37 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
60% buyers of institutions opening or closing positions this quarter
29.1% institutional ownership
Gator Capital Management, portfolio allocation
Institutional ownership vs Asset Management - Global peers
No Form 4 insider transactions on file
Latest positioning in GROW across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GROW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Gator Capital Management, LLC | 1.0M | $2.6M | +25.0% | 8.213% | 0.53% |
| 2 | CWA Asset Management Group, LLC | 629K | $1.6M | +49.4% | 4.965% | 0.05% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 517K | $1.3M | β | 4.078% | 0.00% |
| 4 | North Star Investment Management Corp. | 406K | $1.0M | +3590.9% | 3.202% | 0.06% |
| 5 | BlackRock, Inc. | 308K | $765K | -0.6% | 2.432% | 0.00% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 193K | $478K | +12.3% | 1.520% | 0.00% |
| 7 | Rothschild Wealth LLC | 123K | $305K | β | 0.970% | 0.03% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 115K | $286K | -11.7% | 0.911% | 0.00% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67K | $166K | -18.9% | 0.527% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 60K | $148K | β | 0.472% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 59K | $146K | +9.4% | 0.463% | 0.00% |
| 12 | STATE STREET CORP | 56K | $139K | 0.0% | 0.442% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 54K | $134K | 0.0% | 0.425% | 0.00% |
| 14 | Proficio Capital Partners LLC | 44K | $109K | 0.0% | 0.345% | 0.01% |
| 15 | MAI Capital Management | 37K | $92K | 0.0% | 0.292% | 0.00% |
| 16 | Empowered Funds, LLC | 34K | $84K | 0.0% | 0.268% | 0.00% |
| 17 | NORTHERN TRUST CORP | 21K | $53K | -2.8% | 0.168% | 0.00% |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | 18K | $44K | -12.3% | 0.141% | 0.00% |
| 19 | XTX Topco Ltd | 17K | $41K | β | 0.132% | 0.00% |
| 20 | Samalin Investment Counsel, LLC | 13K | $31K | -23.4% | 0.099% | 0.01% |
| 21 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12K | $29K | β | 0.093% | 0.00% |
| 22 | Founders Capital Management | 7K | $17K | 0.0% | 0.055% | 0.01% |
| 23 | Vanguard Global Advisers, LLC | 5K | $13K | β | 0.041% | 0.00% |
| 24 | Tower Research Capital LLC (TRC) | 2K | $5K | +37.5% | 0.016% | 0.00% |
| 25 | WELLS FARGO & COMPANY/MN | 501 | $1K | +0.2% | 0.004% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in GROW β a direct measure of their conviction.
Filings activity in GROW during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 35 | +13% | 29.11% | +2.37 pp | $10M | +8.9% |
| Q4 2025 | 31 | 3.1% | 26.74% | 5.48 pp | $9M | 17% |
| Q3 2025 | 32 | +0.0% | 32.22% | +3.66 pp | $11M | +13% |
| Q2 2025 | 32 | +14% | 28.56% | +8.22 pp | $9M | +40% |
| Q1 2025 | 28 | 15% | 20.34% | 4.13 pp | $7M | 17% |
| Q4 2024 | 33 | +0.0% | 24.47% | 4.20 pp | $8M | 15% |
| Q3 2024 | 33 | 2.9% | 28.67% | 3.59 pp | $9M | 11% |
| Q2 2024 | 34 | β | 32.26% | β | $11M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for GROW.
Quick answers to the most common questions about buying GROW stock.
Based on Q1 2026 13F filings, institutional ownership of U.S. Global Investors, Inc. stands at 29.1%, held across 35 reporting institutions.
Gator Capital Management, LLC is the largest reported institutional holder of GROW, with approximately 1,041,374 shares worth $0.00B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of GROW, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for GROW is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in GROW during Q1 2026, while 8 fully exited. 16 added to existing positions and 6 trimmed.
GROW institutional ownership rose by 2.37 percentage points quarter-over-quarter, with a net change of β holders.
The top 10 institutions account for 90.1% of all reported 13F value in GROW, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.