undamentalytics Newsletter

Marygold Companies, Inc.: which funds bought and sold

Institutions that bought and sold Marygold Companies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 8 institutions that filed 13F reports for both quarters added to or opened positions in Marygold Companies, and 3 cut or closed them. Together they added a net 181K shares, +29.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 23K shares (−19.9%); index fund managers were net buyers of 106K shares (+22.2%). 5 opened a new position and 1 sold out entirely.

Bought, Q2 2026 8 institutions, 5 of them new holders Sold, Q2 2026 3 institutions, 1 of them sold out
Net change, all compared +181K shares (+29.0%)
Net change, active managers −23K shares (−19.9%), 1 bought, 1 sold

Buyers versus sellers

institutions compared, 14
Active managers and hedge funds 1 bought · 1 sold · −23K
Index fund managers 3 bought · 1 sold · +106K
Other institutions 4 bought · 1 sold · +98K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Richmond Investment Services, LLC +122K New position 122K $145,597
Vanguard Capital Management LLC Index funds +54K +22.8% 294K $349,415
Blackrock, Inc. Index funds +33K New position 33K $39,612
Northern Trust Corp Index funds +25K New position 25K $29,386
Citadel Advisors LLC Hedge fund +1,613 +4.3% 39K $46,896
UBS Group AG +1,143 New position 1,143 $1,360
Tower Research Capital LLC (TRC) +1,111 +32.6% 4,515 $5,373
Barclays PLC +31 New position 31 $37

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC −26K Sold out 0 —
Bridgeway Capital Management, LLC Active manager −25K −31.3% 55K $65,173
Geode Capital Management, LLC Index funds −6,406 −3.8% 160K $190,549

New positions

largest by value
InstitutionSharesValue June 30, 2026
Richmond Investment Services, LLC 122K $145,597
Blackrock, Inc.Index funds 33K $39,612
Northern Trust CorpIndex funds 25K $29,386
UBS Group AG 1,143 $1,360
Barclays PLC 31 $37

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jane Street Group, LLC 26K $30,130

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
13
Ten largest holders
100.0%
of 13F-reported shares
Index fund managers
72.4%
of 13F-reported shares
Active managers and hedge funds
11.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 1 0 0 −23K −19.9%
Index fund managers 3 1 2 0 +106K +22.2%
Other institutions 4 1 3 1 +98K +328.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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