Panoramic Investment Advisors, LLC
· New
Change
+441K
Date
Q1 2026
LO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
· New
Change
+441K
Date
Q1 2026
|
Panoramic Investment Advisors, LLC | New· Q1 2026 | – | +441K | – | Q1 2026 | |||||
|
Cary Street Partners Financial LLC
· Added
Change
+234K
Date
Q1 2026
|
Cary Street Partners Financial LLC | Added· Q1 2026 | – | +234K | – | Q1 2026 | |||||
|
Beese Fulmer Investment Management, Inc.
· Reduced
Change
−221K
Date
Q1 2026
|
Beese Fulmer Investment Management, Inc. | Reduced· Q1 2026 | – | −221K | – | Q1 2026 | |||||
|
Fortress Financial Solutions, LLC
· Exited
Change
−147K
Δ Own
−100.0%
Date
Q1 2026
|
Fortress Financial Solutions, LLC | Exited· Q1 2026 | – | −147K | −100.0% | Q1 2026 | |||||
|
Mercer Global Advisors Inc
· Reduced
Change
−137K
Date
Q1 2026
|
Mercer Global Advisors Inc | Reduced· Q1 2026 | – | −137K | – | Q1 2026 | |||||
|
Frazier Financial Advisors, LLC
· Added
Change
+124K
Date
Q1 2026
|
Frazier Financial Advisors, LLC | Added· Q1 2026 | – | +124K | – | Q1 2026 | |||||
|
Pinnacle Wealth Planning Services, Inc.
· Exited
Change
−103K
Δ Own
−100.0%
Date
Q1 2026
|
Pinnacle Wealth Planning Services, Inc. | Exited· Q1 2026 | – | −103K | −100.0% | Q1 2026 | |||||
|
Gk Wealth Management LLC
· New
Change
+87K
Date
Q1 2026
|
Gk Wealth Management LLC | New· Q1 2026 | – | +87K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Exited
Change
−48K
Δ Own
−100.0%
Date
Q1 2026
|
Citadel Advisors LLC | Exited· Q1 2026 | – | −48K | −100.0% | Q1 2026 | |||||
|
Focus Partners Wealth
· Reduced
Change
−46K
Date
Q1 2026
|
Focus Partners Wealth | Reduced· Q1 2026 | – | −46K | – | Q1 2026 | |||||
|
Gen-Wealth Partners Inc
· Exited
Change
−35K
Δ Own
−100.0%
Date
Q1 2026
|
Gen-Wealth Partners Inc | Exited· Q1 2026 | – | −35K | −100.0% | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+26K
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +26K | – | Q1 2026 | |||||
|
Rothschild Wealth LLC
· Exited
Change
−25K
Δ Own
−100.0%
Date
Q1 2026
|
Rothschild Wealth LLC | Exited· Q1 2026 | – | −25K | −100.0% | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Added
Change
+14K
Δ Own
+7.9%
Date
Q1 2026
|
Renaissance Technologies LLC | Added· Q1 2026 | – | +14K | +7.9% | Q1 2026 | |||||
|
Harbour Investments, Inc.
· New
Change
+14K
Date
Q1 2026
|
Harbour Investments, Inc. | New· Q1 2026 | – | +14K | – | Q1 2026 | |||||
U
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41 reporting institutions disclosed LOAN 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.