U.S. Global Investors, Inc. (GROW)

Distributing

Strong institutional distribution: ownership decreased -5.44% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

37.40%

QoQ Change

-5.44%

Total Value

$9.7B

Shares Outstanding

10.5M

Crowding AnalysisCrowded

Holders35of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.19x

54th percentile

19 buying16 selling

+11

New

-7

Closed

-565,360

Net shares

Holding Period Distribution

estimate

Median: 3 QAvg: 3.1 QHolders: 35

Ownership Concentration

Top 5: 74.0%Top 10: 88.3%

Gator Capital Management,26.6%

CWA Asset Management Group,16.1%

VANGUARD CAPITAL MANAGEMENT13.2%

North Star Investment Management10.3%

BlackRock,7.9%

Others (30)26.0%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.07%Max: 0.53%High conviction (>1%): 0

Gator Capital Management,

CWA Asset Management Group,

VANGUARD CAPITAL MANAGEMENT

North Star Investment Management

BlackRock,

RENAISSANCE TECHNOLOGIES

Rothschild Wealth

GEODE CAPITAL MANAGEMENT,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CITADEL ADVISORS

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$1M517K shr

NEWNorth Star Investment Management$1M406K shr

SOLDRothschild Wealth$992K400K shr

BOUGHTGator Capital Management$517K208K shr

BOUGHTCWA Asset Management Group$516K208K shr

NEWRothschild Wealth$1M523K shr

BOUGHTCWA Asset Management Group$405K168K shr

BOUGHTGator Capital Management$319K132K shr

SOLDVANGUARD GROUP$46K19K shr

SOLDRENAISSANCE TECHNOLOGIES$45K18K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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