Security key
902952100
- Security type / class
- Equity / CLASS A
- Total 13F shares
- 1,153,249
- Total 13F value
- $3,598,138
- Share change
- +80,083
- SEC-reported price per share
- $3.12
- Number of holders
- 7
- Value change
- +$254,338
- Number of buys
- 2
- Number of sells
- 4
- Shares outstanding
- 10,335,840
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
7
Top holders
7
GROW full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q4 2025
U S GLOBAL INVESTORS INC SEC filings
U S GLOBAL INVESTORS INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 902952100
Recent filing periods:
Ownership snapshot
Top reported holders of GROW - U S GLOBAL INVESTORS INC - CLASS A (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Gator Capital Management,...
Disclosed value leader
Gator Capital Management,...
Comparable rows
15/15
Latest evidence
30 Jun 2026
3/4/5
13D/G
13F
Lead comparable stake: 11%
13D/G row: Gator Capital Management, LLC
Showing 1-6 of 15 holder rows.
Quick read
Gator Capital Management, LLC leads the comparable SEC ownership view at 11%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Gator Capital Management, LLC's linked filing trail.
Comparable ownership
Top 5
Gator Capital Management, LLC
11%
Derek Steven Pilecki
11%
Frank E. Holmes
5.4%
Lisa Callicotte
0.37%
CWA Asset Management Group, LLC
6.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Gator Capital Management, LLC |
3/4/5
13D/G
13F
10%+ Owner · Company
|
11%
from 13D/G
|
$2,916,141
1,121,593 shares
|
+$152,347 | 02 Jun 2026 |
| Derek Steven Pilecki |
3/4/5
Control Person
|
11%
|
$2,916,141
1,121,593 shares
|
+$152,347 | 02 Jun 2026 |
| Frank E. Holmes |
3/4/5
CEO/CIO, Director, 10%+ Owner
|
5.4%
|
$1,379,639
556,307 shares
|
— | 30 Jun 2026 |
| Lisa Callicotte |
3/4/5
CFO
|
0.37%
|
$95,698
38,588 shares
|
— | 30 Jun 2026 |
| CWA Asset Management Group, LLC |
13F
Company
|
6.1%
|
$1,561,145
629,494 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
5%
|
$1,282,361
517,081 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
7
Shares
1,153,249
Rows available
7
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q4 2025 Across Filers
Q4 2025 holders
29
Q2 2026 holders
7
Holder diff
-22
| Investor | Q4 2025 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend