Among active 13F managers last quarter, 2 opened and 10 added, while 5 reduced; the largest holder to move was Marathon Capital Management (+0.4%). Over the last 180 days, 3 insiders bought and none sold, a net +$487K in open-market trades.
Funds lean in and no leg opposes.
53 tracked 13F filers disclose a position in SELF as of the latest SEC 13F filings, a combined $17.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Winmill & Co. Inc | 587K | $3.1M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 434K | $2.3M | ▲+1.0% Added · +4K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 397K | $2.1M | ▲+35% Added · +103K sh | Q2 2026 | |
| 4 | Marathon Capital Management | 261K | $1.4M | ▲+0.4% Added · +1K sh | Q2 2026 | |
| 5 | Private Capital Management, LLC | 223K | $1.2M | ▲+116% Added · +120K sh | Q2 2026 | |
| 6 | Renaissance Technologies LLC | 216K | $1.1M | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 143K | $751K | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 8 | Wells Fargo & Company | 131K | $669K | ▲65× Added · +129K sh | Q1 2026 | |
| 9 | Morgan Stanley | 73K | $374K | ▲+10% Added · +7K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | 67K | $352K | ▲+6.4% Added · +4K sh | Q2 2026 | |
| 11 | Dimensional Fund Advisors LP | 61K | $312K | —Held | Q1 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 61K | $318K | ▲+0.8% Added · +458 sh | Q2 2026 | |
| 13 | Towneley Capital Management, Inc / DE | 49K | $257K | ▲+1.4% Added · +672 sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | 43K | $222K | ▼−2.2% Reduced · −989 sh | Q1 2026 | |
| 15 | Raymond James Financial Inc | 41K | $209K | ▲+22% Added · +7K sh | Q1 2026 | |
| 16 | Baker Ellis Asset Management LLC | 37K | $194K | ▲+5.7% Added · +2K sh | Q2 2026 | |
| 17 | PFG Investments, LLC | 35K | $181K | ▲+0.6% Added · +208 sh | Q1 2026 | |
| 18 | WealthTrust Axiom LLC | 32K | $168K | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 19 | State Street Corp | 32K | $165K | —Held | Q2 2026 | |
| 20 | AlphaCentric Advisors LLC | 30K | $157K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 21 | Crossingbridge Advisors, LLC | 30K | $157K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 22 | LPL Financial LLC | 28K | $143K | ▼−26% Reduced · −10K sh | Q1 2026 | |
| 23 | Citadel Advisors LLC | 28K | $145K | ▲New +28K sh | Q2 2026 | |
| 24 | Man Group plc | 27K | $140K | ▲+7.1% Added · +2K sh | Q2 2026 | |
| 25 | Goldman Sachs Group Inc | 27K | $136K | ▲+37% Added · +7K sh | Q1 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, 2 funds opened a new position in SELF and 10 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $5.9B |
| Alphabet Inc-CL AGOOGL | 19 funds | $39.1B |
| Microsoft CorpMSFT | 19 funds | $36.0B |
| Meta Platforms Inc-Class AMETA | 19 funds | $19.0B |
| JPMorgan Chase & CoJPM | 19 funds | $10.9B |
| Nvidia CorpNVDA | 18 funds | $80.5B |
| Apple IncAAPL | 18 funds | $53.2B |
| Alphabet Inc-CL CGOOG | 18 funds | $22.9B |
| Eli Lilly & CoLLY | 18 funds | $18.7B |
| Johnson & JohnsonJNJ | 18 funds | $6.7B |
| Abbott LaboratoriesABT | 18 funds | $3.1B |
| McDonald's CorpMCD | 18 funds | $3.0B |
Ranked by how many of SELF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SELF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 10, 2026 | Winmill Mark Campbell | President and CEO, Director | Buy (P) 2 lots, same day | 342 | $2K |
| Sep 9, 2026 | Winmill Mark Campbell | President and CEO, Director | Buy (P) 2 lots, same day | 4K | $19K |
| Aug 26, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 8K | $44K |
| Aug 25, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 8K | $43K |
| Aug 24, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 8K | $45K |
| Aug 21, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 7K | $39K |
| Aug 20, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 7K | $37K |
| Aug 19, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 7K | $37K |
| Aug 18, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 6K | $31K |
| Aug 17, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 7K | $38K |
| Aug 14, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 6K | $32K |
| Aug 13, 2026 | Winmill & Co. Inc | Insider | Buy (P) | 6K | $29K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 24 | 9 | – |
Insiders Form 4 open-market | 3 | 0 | +$487K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SELF
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.