Focus Partners Wealth
· New
Change
+686K
Date
Q1 2026
CA
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Focus Partners Wealth
· New
Change
+686K
Date
Q1 2026
|
Focus Partners Wealth | New· Q1 2026 | – | +686K | – | Q1 2026 | |||||
|
Crawford Investment Counsel Inc
· New
Change
+122K
Date
Q1 2026
|
Crawford Investment Counsel Inc | New· Q1 2026 | – | +122K | – | Q1 2026 | |||||
|
Punch & Associates Investment Management, Inc.
· New
Change
+113K
Date
Q1 2026
|
Punch & Associates Investment Management, Inc. | New· Q1 2026 | – | +113K | – | Q1 2026 | |||||
|
Geode
· Reduced
Change
−46K
Date
Q1 2026
|
Geode | Reduced· Q1 2026 | – | −46K | – | Q1 2026 | |||||
|
Ifg Advisory, LLC
· Exited
Change
−46K
Δ Own
−100.0%
Date
Q1 2026
|
Ifg Advisory, LLC | Exited· Q1 2026 | – | −46K | −100.0% | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−42K
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −42K | – | Q1 2026 | |||||
|
Emmett Investment Management, LP
· Reduced
Change
−39K
Date
Q1 2026
|
Emmett Investment Management, LP | Reduced· Q1 2026 | – | −39K | – | Q1 2026 | |||||
|
Proshare Advisors LLC
· Reduced
Change
−28K
Date
Q1 2026
|
Proshare Advisors LLC | Reduced· Q1 2026 | – | −28K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Reduced
Change
−22K
Δ Own
−27.9%
Date
Q1 2026
|
Renaissance Technologies LLC | Reduced· Q1 2026 | – | −22K | −27.9% | Q1 2026 | |||||
|
AQR Capital Management LLC
· Added
Change
+21K
Date
Q1 2026
|
AQR Capital Management LLC | Added· Q1 2026 | – | +21K | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Exited
Change
−20K
Δ Own
−100.0%
Date
Q1 2026
|
Marshall Wace, LLP | Exited· Q1 2026 | – | −20K | −100.0% | Q1 2026 | |||||
|
Brown Advisory Inc
· Reduced
Change
−18K
Date
Q1 2026
|
Brown Advisory Inc | Reduced· Q1 2026 | – | −18K | – | Q1 2026 | |||||
|
Xtx Topco Ltd
· Added
Change
+17K
Date
Q1 2026
|
Xtx Topco Ltd | Added· Q1 2026 | – | +17K | – | Q1 2026 | |||||
|
Y-Intercept (hong Kong) Ltd
· Added
Change
+17K
Date
Q1 2026
|
Y-Intercept (hong Kong) Ltd | Added· Q1 2026 | – | +17K | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−16K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −16K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Wicks Frank
· Director
Grant (A)
$13K
|
Wicks Frank | Director | Grant (A) | $49.44 | 262 | $13K | 34K | – | Jun 11, 2026 | Jun 12, 2026 | |||||||||
|
Schilling Randall L.
· Director
Grant (A)
$13K
|
Schilling Randall L. | Director | Grant (A) | $49.44 | 262 | $13K | 34K | – | Jun 11, 2026 | Jun 12, 2026 | |||||||||
|
Rupp Joseph D.
· Director
Grant (A)
$13K
|
Rupp Joseph D. | Director | Grant (A) | $49.44 | 262 | $13K | 24K | – | Jun 11, 2026 | Jun 12, 2026 | |||||||||
|
Drabik John J.
· Director
Grant (A)
$80K
|
Drabik John J. | Director | Grant (A) | $46.94 | 2K | $80K | 2K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Schilling Randall L.
· Director
Grant (A)
$80K
|
Schilling Randall L. | Director | Grant (A) | $46.94 | 2K | $80K | 33K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Wicks Frank
· Director
Grant (A)
$80K
|
Wicks Frank | Director | Grant (A) | $46.94 | 2K | $80K | 34K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Edwards Benjamin F. IV
· Director
Grant (A)
$80K
|
Edwards Benjamin F. IV | Director | Grant (A) | $46.94 | 2K | $80K | 30K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Rupp Joseph D.
· Director
Grant (A)
$80K
|
Rupp Joseph D. | Director | Grant (A) | $46.94 | 2K | $80K | 24K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Ebel Robert A.
· Director
Grant (A)
$80K
|
Ebel Robert A. | Director | Grant (A) | $46.94 | 2K | $80K | 27K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Brunngraber Eric H.
· Director
Grant (A)
$80K
|
Brunngraber Eric H. | Director | Grant (A) | $46.94 | 2K | $80K | 172K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Marr Ann Walter
· Director
Grant (A)
$80K
|
Marr Ann Walter | Director | Grant (A) | $46.94 | 2K | $80K | 8K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Henry Wendy J.
· Director
Grant (A)
$80K
|
Henry Wendy J. | Director | Grant (A) | $46.94 | 2K | $80K | 8K | – | Apr 23, 2026 | Apr 27, 2026 | |||||||||
|
Roth Sally H.
· Director
Tax withholding or exercise payment (F)
-$120K
|
Roth Sally H. | Director | Tax withholding or exercise payment (F) | $47.84 | -3K | -$120K | 8K | – | Apr 21, 2026 | Apr 23, 2026 | |||||||||
|
Lindemann James J.
· Director
Tax withholding or exercise payment (F)
-$404K
|
Lindemann James J. | Director | Tax withholding or exercise payment (F) | $47.84 | -8K | -$404K | 25K | – | Apr 21, 2026 | Apr 23, 2026 | |||||||||
|
Clermont Ralph W.
· Director
Tax withholding or exercise payment (F)
-$328K
|
Clermont Ralph W. | Director | Tax withholding or exercise payment (F) | $47.84 | -7K | -$328K | 18K | – | Apr 21, 2026 | Apr 23, 2026 | |||||||||
N
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A
141 reporting institutions disclosed CASS position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.