U S GLOBAL INVESTORS INC - GROW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gator Capital Management, LLC | History | Added to | 1,041,374 | 2,582 | 0.53% | 0.41% | 1 | +208,283 | 25.0% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 629,494 | 1,561 | 0.05% | 0.04% | 2 | +208,104 | 49.39% | Q1 2026 | Apr 20, 2026 |
| VANGUARD GROUP INC | History | No change | 599,620 | 1,445 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 517,081 | 1,282 | 0.0% | — | 4 | +517,081 | New | Q1 2026 | May 15, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 522,967 | 1,260 | 2.11% | 2.11% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 406,000 | 1,006 | 0.06% | 0.0% | 6 | +395,000 | 3590.91% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | Reduced | 308,300 | 764 | 0.0% | 0.0% | 7 | -1,738 | -0.56% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 192,715 | 477 | 0.0% | 0.0% | 8 | +21,100 | 12.29% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 122,967 | 304 | 0.03% | 0.12% | 9 | -400,000 | -76.49% | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 115,481 | 286 | 0.0% | 0.0% | 10 | -15,284 | -11.69% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 66,852 | 165 | 0.0% | 0.0% | 11 | -15,583 | -18.9% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 60,744 | 150 | 0.0% | 0.0% | 12 | -1,284 | -2.07% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 59,868 | 148 | 0.0% | — | 13 | +59,868 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 58,700 | 145 | 0.0% | 0.0% | 14 | +5,056 | 9.43% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | No change | 56,002 | 138 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 53,929 | 133 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | No change | 43,793 | 108 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sandia Investment Management LP | History | No change | 43,793 | 105 | 0.26% | 0.26% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 37,000 | 91 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 33,929 | 84 | 0.0% | — | 20 | +33,929 | New | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 22,100 | 55 | 0.0% | — | 21 | +22,100 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 21,327 | 52 | 0.0% | 0.0% | 22 | -621 | -2.83% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,821 | 44 | 0.0% | 0.0% | 23 | -2,500 | -12.3% | Q1 2026 | Apr 20, 2026 |
| XTX Topco Ltd | History | New | 16,690 | 41 | 0.0% | — | 24 | +16,690 | New | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 12,543 | 31 | 0.01% | 0.01% | 25 | -3,837 | -23.42% | Q1 2026 | Apr 22, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 11,740 | 29 | 0.0% | — | 26 | +11,740 | New | Q1 2026 | May 12, 2026 |
| Founders Capital Management | History | No change | 7,000 | 17 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,224 | 12 | 0.0% | — | 28 | +5,224 | New | Q1 2026 | May 08, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 4,388 | 10 | 0.0% | — | 29 | +4,388 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,071 | 5 | 0.0% | 0.0% | 30 | +565 | 37.52% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 501 | 1 | 0.0% | 0.0% | 31 | +1 | 0.2% | Q1 2026 | May 11, 2026 |
| Kanen Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.56% | — | -343,092 | -100.0% | Q1 2026 | May 15, 2026 |
| SMH CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.2% | — | -41,052 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,429 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -9,000 | -99.99% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 213 | 0 | — | — | — | +213 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -109 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 94 | 0 | — | — | — | +94 | New | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 162 | 0 | — | — | — | +39 | 31.71% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |