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Security record

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
27Tracked holders
-1Δ holders
1.79MShares held
$9.37MReported value
+1New positions
−2Exits
Stable 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.6% · share flow +5.6% · net new positions -3.7% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 -1 1.79M $9.37M +1 −2
Q1 2026 28 +4 1.69M $8.66M +7 −3
Q4 2025 24 +1 1.56M $7.96M +1 —
Q3 2025 9 +1 1.20M $6.02M +1 —
Q2 2025 7 0 1.01M $5.40M — —
Q1 2025 4 0 367.55K $1.85M — —
Q4 2024 4 -1 373.85K $1.99M — −1
Q3 2024 4 0 366.55K $1.91M — —
Q2 2024 4 — 386.87K $1.88M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 434.49K +1.0% $2.28M 0.0% ▲ Add 2 SEC ↗
2 BlackRock ✦ (passive) 397.50K +34.9% $2.08M 0.0% ▲ Add 5 SEC ↗ ×4
3 Renaissance Technologies ✦ 198.07K -8.4% $1.04M 0.0% ▼ Trim 9 SEC ↗
4 Geode Capital Management ✦ (passive) 143.25K -0.7% $750,799 0.0% ▼ Trim 9 SEC ↗ ×2
5 Wells Fargo & Company/Mn 130.92K 0.0% $686,011 0.0% ▼ Trim 3 SEC ↗ ×2
6 Morgan Stanley ✦ 77.80K +6.4% $407,692 0.0% ▲ Add 4 SEC ↗ ×3
7 Dimensional Fund Advisors Lp 57.90K -5.3% $303,374 0.0% ▼ Trim 3 SEC ↗ ×3
8 Raymond James Financial Inc 46.03K +12.4% $241,191 0.0% ▲ Add 3 SEC ↗ ×2
9 Goldman Sachs Group ✦ 36.27K +36.7% $190,060 0.0% ▲ Add 3 SEC ↗
10 State Street Global Advisors ✦ (passive) 31.58K 0.0% $165,479 0.0% Held 7 SEC ↗
11 Cetera Investment Advisers 28.45K -34.5% $149,088 0.0% ▼ Trim 3 SEC ↗
12 LPL Financial LLC 28.17K +0.7% $147,620 0.0% ▲ Add 3 SEC ↗
13 Citadel Advisors ✦ 27.61K New $144,697 0.0% New 1 SEC ↗
14 Man Group plc 26.73K +7.1% $140,065 0.0% ▲ Add 3 SEC ↗
15 Northern Trust Corp 25.43K +0.2% $133,279 0.0% ▲ Add 3 SEC ↗
16 UBS Group AG 23.24K +3.0% $121,799 0.0% ▲ Add 3 SEC ↗ ×2
17 T. Rowe Price ✦ 19.97K 0.0% $105,000 0.0% Held 9 SEC ↗
18 Hsbc Holdings Plc 17.27K 0.0% $88,255 0.0% Held 2 SEC ↗
19 JPMorgan Chase ✦ 13.48K +77.1% $69,676 0.0% ▲ Add 2 SEC ↗
20 Barclays Plc 10.58K +0.5% $55,429 0.0% ▲ Add 2 SEC ↗ ×2
21 Osaic Holdings, Inc. 5.72K +0.7% $30,002 0.0% ▲ Add 3 SEC ↗ ×2
22 Simplex Trading, Llc 4.61K -30.3% $24,172 0.0% ▼ Trim 2 SEC ↗
23 Pnc Financial Services Group, Inc. 1.90K 0.0% $9,956 0.0% Held 2 SEC ↗
24 Jones Financial Companies Lllp 800 -20.3% $4,144 0.0% ▼ Trim 3 SEC ↗
25 Bnp Paribas Financial Markets 662 +62.2% $3,469 0.0% ▲ Add 2 SEC ↗
26 Fidelity (FMR) ✦ 400 0.0% $2,096 0.0% Held 5 SEC ↗
27 Citigroup Inc 140 -97.5% $734 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $144,697 0.0%

Exited

Susquehanna International… $121,511 was 0.0%
Royal Bank Of Canada $2,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 3.13M shares, $15.78M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 10 WINMILL MARK CAMPBELL

Officer, Director · President and CEO · 50 sh @ 5.16 · $258

Sep 10 WINMILL MARK CAMPBELL

Officer, Director · President and CEO · 292 sh @ 5.16 · $1,507

Sep 09 WINMILL MARK CAMPBELL

Officer, Director · President and CEO · 2.06K sh @ 5.16 · $10,619

Sep 09 WINMILL MARK CAMPBELL

Officer, Director · President and CEO · 1.60K sh @ 5.16 · $8,256

Aug 26 WINMILL & CO. INC

Other · 7.76K sh @ 5.64 · $43,757

Aug 25 WINMILL & CO. INC

Other · 7.55K sh @ 5.66 · $42,695

Aug 24 WINMILL & CO. INC

Other · 8.02K sh @ 5.62 · $45,046

Aug 21 WINMILL & CO. INC

Other · 7.12K sh @ 5.45 · $38,805

Aug 20 WINMILL & CO. INC

Other · 6.90K sh @ 5.42 · $37,417

Aug 19 WINMILL & CO. INC

Other · 6.88K sh @ 5.40 · $37,163

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API