Institutional Holders (2026 Q1)
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 | 0.86% | 586,500 | $3.0M |
| 2 | Marathon Capital Management | 0.30% | 259,627 | $1.3M |
| 3 | AlphaCentric Advisors LLC | 0.18% | 35,271 | $180K |
| 4 | Private Capital Management, LLC | 0.05% | 103,549 | $529K |
| 5 | Towneley Capital Management, Inc / DE | 0.05% | 48,375 | $247K |
| 6 | WealthTrust Axiom LLC | 0.04% | 31,000 | $158K |
| 7 | Crossingbridge Advisors, LLC | 0.03% | 35,271 | $180K |
| 8 | Bard Associates Inc | 0.02% | 16,655 | $85K |
| 9 | Baker Ellis Asset Management LLC | 0.02% | 35,000 | $179K |
| 10 | James Investment Research, INC. | 0.01% | 24,100 | $123K |
| 11 | PFG Investments, LLC | 0.01% | 35,402 | $181K |
| 12 | Ethos Financial Group, LLC | 0.01% | 21,810 | $111K |
| 13 | Financial Gravity Asset Management, Inc. | 0.01% | 6,425 | $33K |
| 14 | Renaissance Technologies LLC | 0.00% | 216,175 | $1.1M |
| 15 | Kestra Advisory Services, LLC | 0.00% | 63,120 | $323K |
| 16 | Ritholtz Wealth Management | 0.00% | 10,907 | $56K |
| 17 | Merit Financial Group, LLC | 0.00% | 17,975 | $92K |
| 18 | O'shaughnessy Asset Management, LLC | 0.00% | 15,720 | $80K |
| 19 | Advisory Services Network, LLC | 0.00% | 3,732 | $19K |
| 20 | Cetera Investment Advisers | 0.00% | 43,435 | $222K |
| 21 | Man Group plc | 0.00% | 24,959 | $128K |
| 22 | Wells Fargo & Company/Mn | 0.00% | 130,919 | $669K |
| 23 | Vanguard Fiduciary Trust Co | 0.00% | 60,231 | $308K |
| 24 | Raymond James Financial Inc | 0.00% | 40,938 | $209K |
| 25 | Vanguard Capital Management LLC | 0.00% | 430,003 | $2.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|