Cohen & Steers, Inc.
· New
Change
+44K
Date
Q1 2026
CE
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Cohen & Steers, Inc.
· New
Change
+44K
Date
Q1 2026
|
Cohen & Steers, Inc. | New· Q1 2026 | – | +44K | – | Q1 2026 | |||||
|
Blue Bell Private Wealth Management, LLC
· Added
Change
+38K
Date
Q1 2026
|
Blue Bell Private Wealth Management, LLC | Added· Q1 2026 | – | +38K | – | Q1 2026 | |||||
|
Steward Partners Investment Advisory, LLC
· Added
Change
+29K
Date
Q1 2026
|
Steward Partners Investment Advisory, LLC | Added· Q1 2026 | – | +29K | – | Q1 2026 | |||||
|
Caldwell Sutter Capital, Inc.
· Added
Change
+9K
Date
Q1 2026
|
Caldwell Sutter Capital, Inc. | Added· Q1 2026 | – | +9K | – | Q1 2026 | |||||
|
Bulldog Investors, LLP
· Added
Change
+6K
Date
Q1 2026
|
Bulldog Investors, LLP | Added· Q1 2026 | – | +6K | – | Q1 2026 | |||||
|
Two Sigma Securities, LLC
· New
Change
+5K
Date
Q1 2026
|
Two Sigma Securities, LLC | New· Q1 2026 | – | +5K | – | Q1 2026 | |||||
|
Pathstone Holdings, LLC
· Added
Change
+3K
Date
Q1 2026
|
Pathstone Holdings, LLC | Added· Q1 2026 | – | +3K | – | Q1 2026 | |||||
|
Brasada Capital Management, LP
· Added
Change
+3K
Date
Q1 2026
|
Brasada Capital Management, LP | Added· Q1 2026 | – | +3K | – | Q1 2026 | |||||
|
First Trust Advisors LP
· Added
Change
+3K
Date
Q1 2026
|
First Trust Advisors LP | Added· Q1 2026 | – | +3K | – | Q1 2026 | |||||
|
Advisory Advocates, LLC
· Added
Change
+2K
Date
Q1 2026
|
Advisory Advocates, LLC | Added· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
Lpl Financial LLC
· Added
Change
+2K
Date
Q1 2026
|
Lpl Financial LLC | Added· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
Envestnet Asset Management Inc
· Added
Change
+2K
Date
Q1 2026
|
Envestnet Asset Management Inc | Added· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
Northwestern Mutual Wealth Management Co
· New
Change
+1K
Date
Q1 2026
|
Northwestern Mutual Wealth Management Co | New· Q1 2026 | – | +1K | – | Q1 2026 | |||||
|
Rothschild Investment LLC
· New
Change
+1K
Date
Q1 2026
|
Rothschild Investment LLC | New· Q1 2026 | – | +1K | – | Q1 2026 | |||||
|
Formidable Asset Management, LLC
· Added
Change
+823
Date
Q1 2026
|
Formidable Asset Management, LLC | Added· Q1 2026 | – | +823 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hill John C.
· Director
2 operations
+$12K
|
Hill John C. | Director | 2 operations | $51.87 | +233 | +$12K | 906 | – | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Blackford Leo Price
· Director
Buy
+$11K
|
Blackford Leo Price | Director | Buy | $52.38 | +204 | +$11K | 48K | +0.4% | Jun 26, 2026 | Jun 30, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-38K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -38K | – | 9.5M | −0.4% | Jun 18, 2026 | Jun 23, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-19K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -19K | – | 9.5M | – | May 19, 2026 | May 21, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-19K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -19K | – | 9.5M | – | Apr 22, 2026 | Apr 24, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-20K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -20K | – | 9.6M | – | Mar 26, 2026 | Mar 30, 2026 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-19K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -19K | – | 9.6M | – | Feb 26, 2026 | Mar 2, 2026 | |||||||||
|
Hill John C.
· Director, Officer
Buy
+$25K
|
Hill John C. | Director, Officer | Buy | $50.91 | +500 | +$25K | 77K | – | Dec 29, 2025 | Jan 6, 2026 | |||||||||
|
Hill John C.
· Director
Buy
+$5K
|
Hill John C. | Director | Buy | $50.70 | +100 | +$5K | 73K | – | Nov 7, 2025 | Nov 12, 2025 | |||||||||
|
Endeavor Foundation, Inc.
· 10% Owner
Gift (G)
-41K
|
Endeavor Foundation, Inc. | 10% Owner | Gift (G) | – | -41K | – | 9.4M | – | Jul 31, 2025 | Aug 4, 2025 | |||||||||
56 reporting institutions disclosed CET 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.