46 tracked 13F filers disclose a position in SELF as of the latest SEC 13F filings, a combined $12.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $2.2M | 430K | →First observed position No prior filed position | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.5M | 295K | ▲+25% Added · +59K sh | Q1 2026 | |
| 3 | MARATHON CAPITAL MANAGEMENT | $1.4M | 261K | ▲+0.4% Added · +1K sh | Q2 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $1.1M | 216K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $737K | 144K | ▲+0.1% Added · +118 sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $669K | 131K | ▲65× Added · +129K sh | Q1 2026 | |
| 7 | Private Capital Management, LLC | $529K | 104K | ▲+763% Added · +92K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $374K | 73K | ▲+10% Added · +7K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $352K | 67K | ▲+6.4% Added · +4K sh | Q2 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $312K | 61K | —Held | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $308K | 60K | →First observed position No prior filed position | Q1 2026 | |
| 12 | Cetera Investment Advisers | $222K | 43K | ▼−2.2% Reduced · −989 sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $209K | 41K | ▲+22% Added · +7K sh | Q1 2026 | |
| 14 | Baker Ellis Asset Management LLC | $194K | 37K | ▲+5.7% Added · +2K sh | Q2 2026 | |
| 15 | PFG Investments, LLC | $181K | 35K | ▲+0.6% Added · +208 sh | Q1 2026 | |
| 16 | STATE STREET CORP | $161K | 32K | —Held | Q1 2026 | |
| 17 | AlphaCentric Advisors LLC | $157K | 30K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 18 | LPL Financial LLC | $143K | 28K | ▼−26% Reduced · −10K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $136K | 27K | ▲+37% Added · +7K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $130K | 25K | ▲+20% Added · +4K sh | Q1 2026 | |
| 21 | Man Group plc | $128K | 25K | ▲+57% Added · +9K sh | Q1 2026 | |
| 22 | JAMES INVESTMENT RESEARCH, INC. | $126K | 24K | —Held | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | $123K | 24K | —Held | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $122K | 24K | ▲+6.9% Added · +2K sh | Q1 2026 | |
| 25 | Merit Financial Group, LLC | $122K | 23K | ▲+30% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SELF and 7 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $14.9B |
| NVIDIA CORPNVDA | 9 funds | $8.6B |
| APPLE INCAAPL | 9 funds | $7.3B |
| MICROSOFT CORPMSFT | 9 funds | $5.1B |
| AMAZON.COM INCAMZN | 9 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 9 funds | $3.4B |
| BROADCOM INCAVGO | 9 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 9 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 9 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 9 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 9 funds | $2.1B |
Ranked by how many of SELF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 14, 2026 | WINMILL MARK CAMPBELL | President and CEO, Director | Buy (P) | 4K | $21K |
| Dec 5, 2025 | WINMILL MARK CAMPBELL | President and CEO, Director | Buy (P) | 4K | $18K |
| Dec 5, 2025 | WINMILL MARK CAMPBELL | President and CEO, Director | Buy (P) | 800 | $4K |
| Dec 4, 2025 | WINMILL MARK CAMPBELL | President and CEO, Director | Buy (P) | 6K | $31K |
| Dec 3, 2025 | WINMILL MARK CAMPBELL | President and CEO, Director | Buy (P) | 6K | $31K |
| Dec 2, 2025 | Klimoski Donald II | General Counsel | Buy (P) | 446 | $2K |
| Dec 1, 2025 | WINMILL & CO. INC | Insider | Buy (P) | 3K | $16K |
| Nov 28, 2025 | WINMILL & CO. INC | Insider | Buy (P) | 3K | $17K |
| Nov 26, 2025 | WINMILL & CO. INC | Insider | Buy (P) | 5K | $25K |
| Nov 25, 2025 | WINMILL & CO. INC | Insider | Buy (P) | 5K | $24K |
| Nov 24, 2025 | WINMILL & CO. INC | Insider | Buy (P) | 4K | $21K |
| Nov 21, 2025 | WINMILL & CO. INC | Insider | Buy (P) | 6K | $32K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SELF/capital-change-brief"
Use Arkolith's capital_change_brief for SELF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SELF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.