Independent Financial Group, LLC
· Added
Change
+38K
Date
Q1 2026
NR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Independent Financial Group, LLC
· Added
Change
+38K
Date
Q1 2026
|
Independent Financial Group, LLC | Added· Q1 2026 | – | +38K | – | Q1 2026 | |||||
|
Jacobs Levy Equity Management, Inc
· New
Change
+37K
Date
Q1 2026
|
Jacobs Levy Equity Management, Inc | New· Q1 2026 | – | +37K | – | Q1 2026 | |||||
|
Cetera Investment Advisers
· Added
Change
+17K
Date
Q1 2026
|
Cetera Investment Advisers | Added· Q1 2026 | – | +17K | – | Q1 2026 | |||||
|
Ritholtz Wealth Management
· Added
Change
+16K
Date
Q1 2026
|
Ritholtz Wealth Management | Added· Q1 2026 | – | +16K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
Change
+15K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | – | +15K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+14K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +14K | – | Q1 2026 | |||||
|
Callan Family Office, LLC
· New
Change
+12K
Date
Q1 2026
|
Callan Family Office, LLC | New· Q1 2026 | – | +12K | – | Q1 2026 | |||||
|
Pfg Investments, LLC
· New
Change
+11K
Date
Q1 2026
|
Pfg Investments, LLC | New· Q1 2026 | – | +11K | – | Q1 2026 | |||||
|
Ameriprise Financial Inc
· New
Change
+10K
Date
Q1 2026
|
Ameriprise Financial Inc | New· Q1 2026 | – | +10K | – | Q1 2026 | |||||
|
SG Americas Securities, LLC
· New
Change
+8K
Date
Q1 2026
|
SG Americas Securities, LLC | New· Q1 2026 | – | +8K | – | Q1 2026 | |||||
|
Strategic Wealth Partners, Ltd.
· Added
Change
+5K
Date
Q1 2026
|
Strategic Wealth Partners, Ltd. | Added· Q1 2026 | – | +5K | – | Q1 2026 | |||||
|
Geode
· Added
Change
+5K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +5K | – | Q1 2026 | |||||
|
State Street
· Added
Change
+5K
Date
Q1 2026
|
State Street | Added· Q1 2026 | – | +5K | – | Q1 2026 | |||||
|
Public Employees Retirement System of Ohio
· Added
Change
+4K
Date
Q1 2026
|
Public Employees Retirement System of Ohio | Added· Q1 2026 | – | +4K | – | Q1 2026 | |||||
|
Citigroup Inc
· Added
Change
+4K
Date
Q1 2026
|
Citigroup Inc | Added· Q1 2026 | – | +4K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Sauter Dennis Charles Jr
· Officer
2 operations
0
|
Sauter Dennis Charles Jr | Officer | 2 operations | – | 0 | – | 3K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
Sauter Dennis Charles Jr
· Officer
Tax withholding or exercise payment (F)
-$16K
|
Sauter Dennis Charles Jr | Officer | Tax withholding or exercise payment (F) | $13.36 | -1K | -$16K | 33K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
Richards Paul
· Officer
2 operations
0
|
Richards Paul | Officer | 2 operations | – | 0 | – | 7K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
Richards Paul
· Officer
Tax withholding or exercise payment (F)
-$54K
|
Richards Paul | Officer | Tax withholding or exercise payment (F) | $13.36 | -4K | -$54K | 66K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
Mitts Brian
· Director
2 operations
0
|
Mitts Brian | Director | 2 operations | – | 0 | – | 7K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
Mitts Brian
· Director
Tax withholding or exercise payment (F)
-$33K
|
Mitts Brian | Director | Tax withholding or exercise payment (F) | $13.36 | -2K | -$33K | 95K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
Mitts Brian
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-1K
|
Mitts Brian | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -1K | – | 97K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
McGraner Matt
· Officer
2 operations
0
|
McGraner Matt | Officer | 2 operations | – | 0 | – | 32K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
McGraner Matt
· Officer
Tax withholding or exercise payment (F)
-$251K
|
McGraner Matt | Officer | Tax withholding or exercise payment (F) | $13.36 | -19K | -$251K | 318K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
Dondero James D.
· Director
2 operations
0
|
Dondero James D. | Director | 2 operations | – | 0 | – | 33K | – | Apr 4, 2026 | Apr 6, 2026 | |||||||||
|
Wood Catherine D.
· Director
2 operations
0
|
Wood Catherine D. | Director | 2 operations | – | 0 | – | 0 | – | Apr 3, 2026 | Apr 6, 2026 | |||||||||
|
Swain Carol
· Director
2 operations
0
|
Swain Carol | Director | 2 operations | – | 0 | – | 0 | – | Apr 3, 2026 | Apr 6, 2026 | |||||||||
|
Swain Carol
· Director
Shares transferred outside the market (D), often for tax or as a gift, not a market sale
-3K
|
Swain Carol | Director | Shares transferred outside the market (D), often for tax or as a gift, not a market sale | – | -3K | – | 12K | – | Apr 3, 2026 | Apr 6, 2026 | |||||||||
|
Sauter Dennis Charles Jr
· Officer
2 operations
0
|
Sauter Dennis Charles Jr | Officer | 2 operations | – | 0 | – | 13K | – | Apr 3, 2026 | Apr 6, 2026 | |||||||||
|
Sauter Dennis Charles Jr
· Officer
Tax withholding or exercise payment (F)
-$20K
|
Sauter Dennis Charles Jr | Officer | Tax withholding or exercise payment (F) | $13.36 | -1K | -$20K | 31K | – | Apr 3, 2026 | Apr 6, 2026 | |||||||||
77 reporting institutions disclosed NREF 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.
