RAND CAPITAL CORP - RAND
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | History | New | 14,981 | 287 | 0.0% | — | 1 | +14,981 | New | Q1 2025 | May 15, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 10,989 | 210 | 0.0% | — | 2 | +10,989 | New | Q1 2025 | May 13, 2025 |
| UBS Group AG | History | New | 4,292 | 80 | 0.0% | — | 3 | +4,292 | New | Q1 2025 | May 13, 2025 |
| OSAIC HOLDINGS, INC. | History | New | 603 | 11 | 0.0% | — | 4 | +603 | New | Q1 2025 | May 12, 2025 |
| ROYAL BANK OF CANADA | History | New | 300 | 6 | 0.0% | — | 5 | +300 | New | Q1 2025 | Nov 21, 2025 |
| FMR LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2025 | May 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2025 | May 13, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2025 | May 15, 2025 |
| Farther Finance Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2025 | Apr 14, 2025 |