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GROW

GROW

U.S. Global Investors, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
62
Partial Q3 2026
Total 13F value
$23.5M
Filed positions so far
New positions
14
This quarter
Sold positions
11
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Cambridge Investment Research Advisors, Inc.

$5M178.2K0.01%+69.3%

Commonwealth Equity Services, Llc

$2.7M97.3K0.00%+108.6%

Cwa Asset Management Group, Llc

$2.3M798.0K0.07%+12.8%

Washington Growth Strategies Llc

$2.2M77.4K1.19%Unchanged

Mirae Asset Securities (Usa) Inc.

$1.4M50.0K0.04%New Position

Ping Capital Management, Inc.

$1.3M45.0K0.23%+80.0%

Stonex Group Inc.

$1.2M40.5K0.04%-39.8%

North Star Investment Management Corp.

$1.2M406.0K0.06%Unchanged

Kestra Advisory Services, Llc

$766K27.1K0.00%-4.2%

Ehrlich Financial Group

$650K23.0K0.34%New Position

Carrera Capital Advisors

$625K22.1K0.09%+0.2%

Patriot Investment Management Group, Inc.

$510K18.1K0.03%+6.6%

Creative Planning

$482K17.1K0.00%+11.4%

Park Avenue Securities Llc

$442K15.7K0.00%+21.4%

Ellis Investment Partners, Llc

$365K12.9K0.05%+22.1%

Sovran Advisors, Llc

$300K10.9K0.02%Unchanged

Vontobel Holding Ltd.

$282K10.0K0.00%New Position

Wealth Enhancement Advisory Services, Llc

$215K7.8K0.00%New Position

Indivisible Partners

$210K7.4K0.01%-14.8%

Concurrent Investment Advisors, Llc

$208K7.4K0.00%New Position

Cooper Financial Group

$205K7.3K0.02%Unchanged

Golden State Wealth Management, Llc

$172K6.1K0.02%+27.1%

Private Trust Co Na

$141K5.0K0.01%Unchanged

Smh Capital Advisors Inc

$108K37.5K0.41%-6.7%

Westside Investment Management, Inc.

$74K2.6K0.01%Unchanged

Roxbury Financial Llc

$74K2.6K0.06%-0.2%

Ifp Advisors, Inc

$61K2.1K0.00%+10.3%

Lanark Financial, Inc.

$60K2.1K0.00%Unchanged

Samalin Investment Counsel, Llc

$35K12.1K0.01%+0.5%

Wilmington Savings Fund Society, Fsb

$31K1.1K0.00%Unchanged

Provenance Wealth Advisors, Llc

$21K7540.00%New Position

Main Street Group, Ltd

$14K5010.00%Unchanged

Assetmark, Inc

$14K5000.00%-28.1%

Murphy & Mullick Capital Management Corp

$13K4500.01%Unchanged

Planning Strategies Inc.

$11K4000.01%Unchanged

Farther Finance Advisors, Llc

$11K3990.00%+2116.7%

Corecap Advisors, Llc

$10K3430.00%Unchanged

Armstrong Advisory Group, Inc

$9K3060.00%-13.3%

Ares Financial Consulting, Llc

$8K2920.01%Unchanged

Vision Financial Markets Llc

$8K2900.01%Unchanged

Marshall & Sterling Wealth Advisors Inc.

$8K2710.00%Unchanged

Latitude Advisors, Llc

$6K2270.00%New Position

Southern Michigan Bank & Trust

$6K2200.00%Unchanged

Capital Advisors, Ltd. Llc

$6K2190.00%Unchanged

Capital Investment Advisory Services, Llc

$5K1660.00%-5.7%

Td Waterhouse Canada Inc.

$4K1400.00%New Position

Financial Perspectives, Inc

$4K1340.00%Unchanged

Mosley Wealth Management

$3K1000.00%New Position

Root Financial Partners, Llc

$2K800.00%New Position

Activest Wealth Management

$2K740.00%Unchanged

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