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, 29 institutions increased and 20 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
29
New positions
8
Reduced
20
Sold out
4
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| SPROTT INC. | Increased | 15.6M | Jul 28, 2026 |
| SPROTT INC. | Increased | 15.5M | May 8, 2026 |
| ROYAL BANK OF CANADA | Increased | 852K | Aug 14, 2026 |
| ROYAL BANK OF CANADA | Increased | 802K | May 15, 2026 |
| LPL Financial LLC | Increased | 544K | Aug 7, 2026 |
| LPL FINANCIAL LLC | Increased | 538K | May 6, 2026 |
| MORGAN STANLEY | Reduced | 250K | May 15, 2026 |
| MORGAN STANLEY | Reduced | 249K | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 238K | Aug 6, 2026 |
| INTEGRATED WEALTH CONCEPTS LLC | Reduced | 233K | May 15, 2026 |
| Essex Financial Services, Inc. | Increased | 219K | Aug 10, 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 |
| Integrated Wealth Concepts LLC | Reduced | 156K | Aug 12, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.