Institutional Holders (2026 Q2)
51 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SELF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Winmill & CO. Inc | 0.68% | 586,500 | $3.1M |
| 2 | Marathon Capital Management | 0.28% | 260,784 | $1.4M |
| 3 | AlphaCentric Advisors LLC | 0.13% | 30,000 | $157K |
| 4 | Private Capital Management, LLC | 0.10% | 223,337 | $1.2M |
| 5 | Towneley Capital Management, Inc / DE | 0.05% | 49,047 | $257K |
| 6 | WealthTrust Axiom LLC | 0.04% | 32,000 | $168K |
| 7 | Crossingbridge Advisors, LLC | 0.03% | 30,000 | $157K |
| 8 | Baker Ellis Asset Management LLC | 0.02% | 37,000 | $194K |
| 9 | Bard Associates Inc | 0.02% | 15,651 | $82K |
| 10 | James Investment Research, INC. | 0.01% | 24,100 | $126K |
| 11 | Broadwater Capital Management LLC | 0.01% | 2,000 | $10K |
| 12 | PFG Investments, LLC | 0.01% | 35,511 | $186K |
| 13 | Ethos Financial Group, LLC | 0.01% | 19,175 | $100K |
| 14 | Financial Gravity Companies, Inc. | 0.01% | 6,425 | $34K |
| 15 | Renaissance Technologies LLC | 0.00% | 198,075 | $1.0M |
| 16 | Kestra Advisory Services, LLC | 0.00% | 67,167 | $352K |
| 17 | Ritholtz Wealth Management | 0.00% | 11,985 | $63K |
| 18 | Merit Financial Group, LLC | 0.00% | 23,297 | $122K |
| 19 | O'shaughnessy Asset Management, LLC | 0.00% | 17,096 | $90K |
| 20 | NewEdge Advisors, LLC | 0.00% | 24,100 | $126K |
| 21 | Man Group plc | 0.00% | 26,730 | $140K |
| 22 | Cetera Investment Advisers | 0.00% | 28,452 | $149K |
| 23 | Wells Fargo & Company/Mn | 0.00% | 130,918 | $686K |
| 24 | Vanguard Fiduciary Trust Co | 0.00% | 60,689 | $318K |
| 25 | Raymond James Financial Inc | 0.00% | 46,029 | $241K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|