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Security record · archived quarter

SELF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
28Tracked holders
+4Δ holders
1.69MShares held
$8.66MReported value
+7New positions
−3Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +16.7% · share flow +13.2% · net new positions +14.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Vanguard Capital Management Llc 430.00K $2.20M 0.0% n/c 1 SEC ↗
2 BlackRock (passive) 294.64K +25.0% $1.51M 0.0% ▲ Add 4 SEC ↗
3 BlackRock (passive) 294.64K +25.0% $1.51M 0.0% ▲ Add 4 SEC ↗
4 BlackRock (passive) 294.64K +25.0% $1.51M 0.0% ▲ Add 4 SEC ↗
5 BlackRock (passive) 294.64K +25.0% $1.51M 0.0% ▲ Add 4 SEC ↗
6 Renaissance Technologies 216.18K +0.6% $1.10M 0.0% ▲ Add 8 SEC ↗
7 Geode Capital Management (passive) 144.26K +0.1% $737,338 0.0% ▲ Add 8 SEC ↗
8 Geode Capital Management (passive) 144.26K +0.1% $737,338 0.0% ▲ Add 8 SEC ↗
9 Wells Fargo & Company/Mn 130.92K +6442.7% $668,994 0.0% ▲ Add 2 SEC ↗
10 Wells Fargo & Company/Mn 130.92K +6442.7% $668,994 0.0% ▲ Add 2 SEC ↗
11 Morgan Stanley 73.11K +10.4% $373,617 0.0% ▲ Add 3 SEC ↗
12 Morgan Stanley 73.11K +10.4% $373,617 0.0% ▲ Add 3 SEC ↗
13 Morgan Stanley 73.11K +10.4% $373,617 0.0% ▲ Add 3 SEC ↗
14 Dimensional Fund Advisors Lp 61.13K 0.0% $312,370 0.0% Held 2 SEC ↗
15 Dimensional Fund Advisors Lp 61.13K 0.0% $312,370 0.0% Held 2 SEC ↗
16 Dimensional Fund Advisors Lp 61.13K 0.0% $312,370 0.0% Held 2 SEC ↗
17 Cetera Investment Advisers 43.44K -2.2% $221,952 0.0% ▼ Trim 2 SEC ↗
18 Raymond James Financial Inc 40.94K +21.9% $209,191 0.0% ▲ Add 2 SEC ↗
19 Raymond James Financial Inc 40.94K +21.9% $209,191 0.0% ▲ Add 2 SEC ↗
20 State Street Global Advisors (passive) 31.58K 0.0% $161,374 0.0% Held 6 SEC ↗
21 LPL Financial LLC 27.97K -26.2% $142,921 0.0% ▼ Trim 2 SEC ↗
22 Goldman Sachs Group 26.54K +36.7% $135,625 0.0% ▲ Add 2 SEC ↗
23 Northern Trust Corp 25.38K +19.7% $129,702 0.0% ▲ Add 2 SEC ↗
24 Man Group plc 24.96K +57.2% $127,540 0.0% ▲ Add 2 SEC ↗
25 Susquehanna International Group, Llp 23.78K +6.9% $121,511 0.0% ▲ Add 2 SEC ↗
26 UBS Group AG 22.57K +52388.4% $115,333 0.0% ▲ Add 2 SEC ↗
27 UBS Group AG 22.57K +52388.4% $115,333 0.0% ▲ Add 2 SEC ↗
28 T. Rowe Price 19.97K 0.0% $103,000 0.0% Held 8 SEC ↗
29 Hsbc Holdings Plc 17.27K New $87,909 0.0% New 1 SEC ↗
30 Barclays Plc 10.53K New $53,803 0.0% New 1 SEC ↗
31 JPMorgan Chase 7.61K New $38,283 0.0% New 1 SEC ↗
32 Simplex Trading, Llc 6.62K New $33,817 0.0% New 1 SEC ↗
33 Osaic Holdings, Inc. 5.69K +0.7% $29,056 0.0% ▲ Add 2 SEC ↗
34 Osaic Holdings, Inc. 5.69K +0.7% $29,056 0.0% ▲ Add 2 SEC ↗
35 Citigroup Inc 5.63K New $28,764 0.0% New 1 SEC ↗
36 Pnc Financial Services Group, Inc. 1.90K New $9,709 0.0% New 1 SEC ↗
37 Jones Financial Companies Lllp 1.00K +0.4% $5,060 0.0% ▲ Add 2 SEC ↗
38 Bnp Paribas Financial Markets 408 New $2,085 0.0% New 1 SEC ↗
39 Fidelity (FMR) 400 -1.5% $2,044 0.0% ▼ Trim 4 SEC ↗
40 Royal Bank Of Canada 473 -98.1% $2,000 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

Hsbc Holdings Plc $87,909 0.0%
Barclays Plc $53,803 0.0%
JPMorgan Chase $38,283 0.0%
Simplex Trading, Llc $33,817 0.0%
Citigroup Inc $28,764 0.0%
Pnc Financial Services Group… $9,709 0.0%
Bnp Paribas Financial Markets $2,085 0.0%

Exited

Citadel Advisors $186,262 was 0.0%
Commonwealth Equity Services… $117,600 was 0.0%
Bank Of America Corp /De/ $23,006 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)

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

Aug 18 WINMILL & CO. INC

Other · 5.74K sh @ 5.32 · $30,507

Aug 17 WINMILL & CO. INC

Other · 7.12K sh @ 5.33 · $37,936

Aug 14 WINMILL & CO. INC

Other · 6.03K sh @ 5.23 · $31,511

Aug 13 BURKE RUSSELL E III

Director · 1.62K sh @ 5.21 · $8,459

Aug 13 WINMILL & CO. INC

Other · 5.63K sh @ 5.20 · $29,277

Aug 12 WINMILL & CO. INC

Other · 6.25K sh @ 5.15 · $32,192

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: Q1 2026 · Methodology · Get this via the API