FUND (FUND) Insider Trading
Over the last 3 months, FUND insiders made 7 open-market buys and 0 sales, a net purchase of $848K (SEC Form 4). Over the last 6 months, 18 institutions increased and 11 reduced their position (13F).
Insider Activity
Sentiment
100/100
Buys (3m)
7
Sells (3m)
0
Net (3m)
$848.0K
Insiders buying
Insider trades by month Buys Sells
Mar
Jun
ContextInstitutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 30, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 38,861 | $9.63 |
| Jun 30, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 16,394 | $9.63 |
| Jun 30, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 4,606 | $9.63 |
| Jun 30, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 1,116 | $9.63 |
| Jun 30, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 21,392 | $9.63 |
| Jun 30, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 3,973 | $9.63 |
| Jun 30, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 1,716 | $9.63 |
| Mar 31, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 16,268 | $8.96 |
| Mar 31, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 4,571 | $8.85 |
| Mar 31, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 48,814 | $8.96 |
| Mar 31, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 21,227 | $8.96 |
| Mar 31, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 3,943 | $8.96 |
| Mar 31, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 1,702 | $8.96 |
| Mar 31, 2026 | GEORGE W WHITNEYdirector, 10 percent owner, other: Senior Portfolio Manager | Buy | 38,561 | $8.96 |
Source: FUND SEC Form 4 filings, latest Jun 30, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their FUND positions over the last 6 months (SEC Form 13F).
Increased
18
New positions
2
Reduced
11
Sold out
3
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| SPROTT INC. | Increased | 15.5M | May 8, 2026 |
| ROYAL BANK OF CANADA | Increased | 802K | May 15, 2026 |
| LPL FINANCIAL LLC | Increased | 538K | May 6, 2026 |
| MORGAN STANLEY | Reduced | 250K | May 15, 2026 |
| INTEGRATED WEALTH CONCEPTS LLC | Reduced | 233K | May 15, 2026 |
| ESSEX FINANCIAL SERVICES, INC. | Increased | 219K | Apr 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 216K | May 11, 2026 |
| SHAKER FINANCIAL SERVICES, LLC | Reduced | 203K | May 12, 2026 |
| 1607 CAPITAL PARTNERS, LLC | Increased | 153K | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | Reduced | 151K | Apr 16, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Unchanged | 139K | May 15, 2026 |
| Shaker Financial Services, LLC | Reduced | 127K | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | Increased | 108K | Jul 8, 2026 |
| CAPTRUST FINANCIAL ADVISORS | Increased | 86K | May 15, 2026 |
| SAPIENT CAPITAL LLC | Increased | 82K | Jun 22, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.