U.S. Global Investors Inc (GROW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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CWA Asset Management Group, LLC

INCREASED

Shares797,986 from 707,235

Change+90,751 (+13%)

Value$2.3M (+$91.6K)

Filed 2026-10-19

North Star Investment Management Corp.

UNCHANGED

Shares406,000 from 406,000

Change0 (0%)

Value$1.2M (-$97.4K)

Filed 2026-10-27

Geode Capital Management, LLC

UNCHANGED

Shares131,480 from 131,480

Change0 (0%)

Value$378.8K (-$31.6K)

Filed 2026-11-06

Dimensional Fund Advisors LP

UNCHANGED

Shares66,605 from 66,605

Change0 (0%)

Value$191.8K (-$16.0K)

Filed 2026-11-04

SMH Capital Advisors Inc

DECREASED

Shares37,486 from 40,191

Change-2,705 (-7%)

Value$108.0K (-$17.4K)

Filed 2026-10-29

Samalin Investment Counsel, LLC

INCREASED

Shares12,060 from 12,006

Change+54 (+0%)

Value$34.7K (-$2.7K)

Filed 2026-10-23

Citigroup Inc

NEW

Shares1,378

Change+1,378

Value$4.0K

Filed 2026-11-04

Triumph Capital Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$576 (-$48)

Filed 2026-10-14

Barclays PLC

INCREASED

Shares26 from 16

Change+10 (+63%)

Value$75 (+$25)

Filed 2026-11-06

SBI Securities Co., Ltd.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$23 (-$2)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$9 ($0)

Filed 2026-10-29

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 17,800

Change-17,800 (-100%)

Value$0 (-$55.5K)

Filed 2026-11-06

Gator Capital Management, LLC

N/A

Shares— from 1,121,593

Change-1,121,593 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 508,207

Change-508,207 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 308,300

Change-308,300 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 204,015

Change-204,015 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 121,965

Change-121,965 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 113,071

Change-113,071 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 81,957

Change-81,957 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 60,275

Change-60,275 (-100%)

Value—

State Street Corp

N/A

Shares— from 56,002

Change-56,002 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 54,578

Change-54,578 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 53,929

Change-53,929 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 37,000

Change-37,000 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 33,929

Change-33,929 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 21,327

Change-21,327 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,738

Change-11,738 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,224

Change-5,224 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 4,388

Change-4,388 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,703

Change-1,703 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 979

Change-979 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 905

Change-905 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 501

Change-501 (-100%)

Value—

FMR LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
CWA Asset Management Group, LLC	INCREASED	797,986	707,235	+90,751	+13%	$2.2M	$2.3M	+$91.6K	2026-10-19
North Star Investment Management Corp.	UNCHANGED	406,000	406,000	0	0%	$1.3M	$1.2M	-$97.4K	2026-10-27
Geode Capital Management, LLC	UNCHANGED	131,480	131,480	0	0%	$410.3K	$378.8K	-$31.6K	2026-11-06
Dimensional Fund Advisors LP	UNCHANGED	66,605	66,605	0	0%	$207.8K	$191.8K	-$16.0K	2026-11-04
SMH Capital Advisors Inc	DECREASED	37,486	40,191	-2,705	-7%	$125.4K	$108.0K	-$17.4K	2026-10-29
Samalin Investment Counsel, LLC	INCREASED	12,060	12,006	+54	+0%	$37.5K	$34.7K	-$2.7K	2026-10-23
Citigroup Inc	NEW	1,378	—	+1,378	—	—	$4.0K	—	2026-11-04
Triumph Capital Management	UNCHANGED	200	200	0	0%	$624	$576	-$48	2026-10-14
Barclays PLC	INCREASED	26	16	+10	+63%	$50	$75	+$25	2026-11-06
SBI Securities Co., Ltd.	UNCHANGED	8	8	0	0%	$25	$23	-$2	2026-10-22
Caitong International Asset Management Co., Ltd	UNCHANGED	3	3	0	0%	$9	$9	$0	2026-10-29
Kestra Private Wealth Services, LLC	CLOSED	0	17,800	-17,800	-100%	$55.5K	$0	-$55.5K	2026-11-06
Gator Capital Management, LLC	N/A	—	1,121,593	-1,121,593	-100%	$3.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	508,207	-508,207	-100%	$1.6M	—	—	—
BlackRock, Inc.	N/A	—	308,300	-308,300	-100%	$961.9K	—	—	—
Renaissance Technologies LLC	N/A	—	204,015	-204,015	-100%	$636.5K	—	—	—
Rothschild Wealth LLC	N/A	—	121,965	-121,965	-100%	$380.5K	—	—	—
Citadel Advisors LLC	N/A	—	113,071	-113,071	-100%	$352.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	81,957	-81,957	-100%	$255.7K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	60,275	-60,275	-100%	$188.1K	—	—	—
State Street Corp	N/A	—	56,002	-56,002	-100%	$174.7K	—	—	—
Proficio Capital Partners LLC	N/A	—	54,578	-54,578	-100%	$170.3K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	53,929	-53,929	-100%	$168.3K	—	—	—
MAI Capital Management	N/A	—	37,000	-37,000	-100%	$115.4K	—	—	—
Empowered Funds, LLC	N/A	—	33,929	-33,929	-100%	$105.9K	—	—	—
Northern Trust Corp	N/A	—	21,327	-21,327	-100%	$66.5K	—	—	—
XTX Topco Ltd	N/A	—	11,738	-11,738	-100%	$36.6K	—	—	—
LRI Investments, LLC	N/A	—	10,000	-10,000	-100%	$31.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,224	-5,224	-100%	$16.3K	—	—	—
Acadian Asset Management LLC	N/A	—	4,388	-4,388	-100%	$13	—	—	—
UBS Group AG	N/A	—	1,703	-1,703	-100%	$5.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	979	-979	-100%	$3.1K	—	—	—
Royal Bank of Canada	N/A	—	905	-905	-100%	$3.0K	—	—	—
Wells Fargo & Company	N/A	—	501	-501	-100%	$1.6K	—	—	—
FMR LLC	N/A	—	1	-1	-100%	$3	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$6	—	—	—

Showing 36 of 36 institutions