Wealthspire Advisors, LLC
· New
Change
+64K
Date
Q1 2026
JM
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
· New
Change
+64K
Date
Q1 2026
|
Wealthspire Advisors, LLC | New· Q1 2026 | – | +64K | – | Q1 2026 | |||||
|
Bank of America Corp
· Reduced
Change
−37K
Date
Q1 2026
|
Bank of America Corp | Reduced· Q1 2026 | – | −37K | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· New
Change
+31K
Date
Q1 2026
|
Marshall Wace, LLP | New· Q1 2026 | – | +31K | – | Q1 2026 | |||||
|
Rhino Investment Partners, Inc
· Added
Change
+24K
Date
Q1 2026
|
Rhino Investment Partners, Inc | Added· Q1 2026 | – | +24K | – | Q1 2026 | |||||
|
Acadian Asset Management LLC
· Added
Change
+19K
Date
Q1 2026
|
Acadian Asset Management LLC | Added· Q1 2026 | – | +19K | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−17K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −17K | – | Q1 2026 | |||||
|
Wealth Enhancement Advisory Services, LLC
· Exited
Change
−17K
Δ Own
−100.0%
Date
Q1 2026
|
Wealth Enhancement Advisory Services, LLC | Exited· Q1 2026 | – | −17K | −100.0% | Q1 2026 | |||||
|
Kfa Private Wealth Group, LLC
· New
Change
+15K
Date
Q1 2026
|
Kfa Private Wealth Group, LLC | New· Q1 2026 | – | +15K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Exited
Change
−13K
Δ Own
−100.0%
Date
Q1 2026
|
Millennium Management LLC | Exited· Q1 2026 | – | −13K | −100.0% | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
Change
−11K
Δ Own
−34.8%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | – | −11K | −34.8% | Q1 2026 | |||||
|
Quantinno Capital Management LP
· Added
Change
+9K
Date
Q1 2026
|
Quantinno Capital Management LP | Added· Q1 2026 | – | +9K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
Change
+9K
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | – | +9K | – | Q1 2026 | |||||
|
Wells Fargo & Company
· Reduced
Change
−9K
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −9K | – | Q1 2026 | |||||
|
Toth Financial Advisory Corp
· Reduced
Change
−6K
Date
Q1 2026
|
Toth Financial Advisory Corp | Reduced· Q1 2026 | – | −6K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Added
Change
+6K
Δ Own
+22.0%
Date
Q1 2026
|
Renaissance Technologies LLC | Added· Q1 2026 | – | +6K | +22.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Bergstrom Christopher W.
· Director
2 operations
0
|
Bergstrom Christopher W. | Director | 2 operations | – | 0 | – | 33K | – | Jun 17, 2026 | Jun 26, 2026 | |||||||||
|
Mahan Oscar Leland
· Director
Buy
+$4K
|
Mahan Oscar Leland | Director | Buy | $21.03 | +179 | +$4K | 95K | – | Jun 3, 2026 | Jun 5, 2026 | |||||||||
|
Kinney Jonathan Craig
· Director
2 operations
+$48K
|
Kinney Jonathan Craig | Director | 2 operations | $21.03 | +2K | +$48K | 279K | – | Jun 3, 2026 | Jun 5, 2026 | |||||||||
|
Bell Kelly Jo
· Officer
Tax withholding or exercise payment (F)
-$790
|
Bell Kelly Jo | Officer | Tax withholding or exercise payment (F) | $21.36 | -37 | -$790 | 1K | – | Dec 19, 2025 | Dec 22, 2025 | |||||||||
|
Bell Kelly Jo
· Officer
Tax withholding or exercise payment (F)
-$598
|
Bell Kelly Jo | Officer | Tax withholding or exercise payment (F) | $21.37 | -28 | -$598 | 1K | – | Dec 17, 2025 | Dec 18, 2025 | |||||||||
|
Peden Andrew
· Officer
Tax withholding or exercise payment (F)
-$4K
|
Peden Andrew | Officer | Tax withholding or exercise payment (F) | $21.37 | -194 | -$4K | 27K | – | Dec 17, 2025 | Dec 18, 2025 | |||||||||
|
Foster Michael T.
· Director
Grant (A)
2K
|
Foster Michael T. | Director | Grant (A) | – | 2K | – | 338K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Kinney Jonathan Craig
· Director
Grant (A)
2K
|
Kinney Jonathan Craig | Director | Grant (A) | – | 2K | – | 328K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Mahan Oscar Leland
· Director
Grant (A)
2K
|
Mahan Oscar Leland | Director | Grant (A) | – | 2K | – | 95K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Garg Subhash
· Director
Grant (A)
2K
|
Garg Subhash | Director | Grant (A) | – | 2K | – | 44K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Garcia Michael A.
· Director
Grant (A)
2K
|
Garcia Michael A. | Director | Grant (A) | – | 2K | – | 36K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Allin Philip W.
· Director
Grant (A)
2K
|
Allin Philip W. | Director | Grant (A) | – | 2K | – | 30K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Chase Philip
· Director
Grant (A)
2K
|
Chase Philip | Director | Grant (A) | – | 2K | – | 32K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Peden Andrew
· Officer
Grant (A)
2K
|
Peden Andrew | Officer | Grant (A) | – | 2K | – | 27K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
|
Carstater Kent
· Officer
Grant (A)
3K
|
Carstater Kent | Officer | Grant (A) | – | 3K | – | 56K | – | Dec 16, 2025 | Dec 18, 2025 | |||||||||
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63 reporting institutions disclosed JMSB 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.