Newedge Advisors, LLC
· Added
Change
+55K
Date
Q1 2026
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Newedge Advisors, LLC
· Added
Change
+55K
Date
Q1 2026
|
Newedge Advisors, LLC | Added· Q1 2026 | – | +55K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Exited
Change
−46K
Δ Own
−100.0%
Date
Q1 2026
|
Citadel Advisors LLC | Exited· Q1 2026 | – | −46K | −100.0% | Q1 2026 | |||||
|
Permanens Capital L.P.
· Added
Change
+35K
Date
Q1 2026
|
Permanens Capital L.P. | Added· Q1 2026 | – | +35K | – | Q1 2026 | |||||
|
Centiva Capital, LP
· New
Change
+33K
Date
Q1 2026
|
Centiva Capital, LP | New· Q1 2026 | – | +33K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· New
Change
+28K
Date
Q1 2026
|
Jane Street Group, LLC | New· Q1 2026 | – | +28K | – | Q1 2026 | |||||
|
Creative Planning
· Exited
Change
−27K
Δ Own
−100.0%
Date
Q1 2026
|
Creative Planning | Exited· Q1 2026 | – | −27K | −100.0% | Q1 2026 | |||||
|
AQR Capital Management LLC
· Exited
Change
−27K
Δ Own
−100.0%
Date
Q1 2026
|
AQR Capital Management LLC | Exited· Q1 2026 | – | −27K | −100.0% | Q1 2026 | |||||
|
Geode
· Added
Change
+21K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +21K | – | Q1 2026 | |||||
|
Xtx Topco Ltd
· Exited
Change
−18K
Δ Own
−100.0%
Date
Q1 2026
|
Xtx Topco Ltd | Exited· Q1 2026 | – | −18K | −100.0% | Q1 2026 | |||||
|
Frec Markets, Inc.
· New
Change
+17K
Date
Q1 2026
|
Frec Markets, Inc. | New· Q1 2026 | – | +17K | – | Q1 2026 | |||||
|
Dimensional
· New
Change
+15K
Date
Q1 2026
|
Dimensional | New· Q1 2026 | – | +15K | – | Q1 2026 | |||||
|
Bridgeway Capital Management, LLC
· New
Change
+13K
Date
Q1 2026
|
Bridgeway Capital Management, LLC | New· Q1 2026 | – | +13K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· New
Change
+12K
Date
Q1 2026
|
Goldman Sachs Group Inc | New· Q1 2026 | – | +12K | – | Q1 2026 | |||||
|
Apollon Wealth Management, LLC
· Reduced
Change
−6K
Date
Q1 2026
|
Apollon Wealth Management, LLC | Reduced· Q1 2026 | – | −6K | – | Q1 2026 | |||||
|
International Assets Investment Management, LLC
· Reduced
Change
−4K
Date
Q1 2026
|
International Assets Investment Management, LLC | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Merriman D. Jonathan
· Director
Buy
+$31K
|
Merriman D. Jonathan | Director | Buy | $4.38 | +7K | +$31K | 310K | – | May 22, 2026 | May 26, 2026 | |||||||||
|
Liveone, Inc.
· 10% Owner
Exercise or conversion (M/X/C)
-1.1M
|
Liveone, Inc. | 10% Owner | Exercise or conversion (M/X/C) | – | -1.1M | – | 0 | – | May 11, 2026 | May 13, 2026 | |||||||||
|
Liveone, Inc.
· 10% Owner
Grant (A)
$3.3M
|
Liveone, Inc. | 10% Owner | Grant (A) | $3.00 | 1.1M | $3.3M | 20.4M | – | May 11, 2026 | May 13, 2026 | |||||||||
|
Merriman D. Jonathan
· Director
Grant (A)
250K
|
Merriman D. Jonathan | Director | Grant (A) | – | 250K | – | 250K | – | May 6, 2026 | May 8, 2026 | |||||||||
|
Carhart Ryan
· Officer
Buy
+$10K
|
Carhart Ryan | Officer | Buy | $2.24 | +4K | +$10K | 11K | – | Apr 17, 2026 | Apr 21, 2026 | |||||||||
|
Merriman D. Jonathan
· Director
2 operations
+$22K
|
Merriman D. Jonathan | Director | 2 operations | $2.07–$2.14 | +10K | +$22K | 303K | – | Apr 17, 2026 | Apr 21, 2026 | |||||||||
|
Arani Ramin
· Director
2 operations
0
|
Arani Ramin | Director | 2 operations | – | 0 | – | 0 | – | Mar 31, 2026 | Apr 14, 2026 | |||||||||
|
Berk James
· Director
2 operations
0
|
Berk James | Director | 2 operations | – | 0 | – | 0 | – | Mar 31, 2026 | Apr 8, 2026 | |||||||||
|
Wachsberger Patrick D.
· Director
2 operations
0
|
Wachsberger Patrick D. | Director | 2 operations | – | 0 | – | 0 | – | Mar 31, 2026 | Apr 7, 2026 | |||||||||
|
Blackwood Carolyn
· Director
2 operations
0
|
Blackwood Carolyn | Director | 2 operations | – | 0 | – | 0 | – | Mar 31, 2026 | Apr 7, 2026 | |||||||||
|
Merriman D. Jonathan
· Director
2 operations
0
|
Merriman D. Jonathan | Director | 2 operations | – | 0 | – | 0 | – | Mar 31, 2026 | Apr 6, 2026 | |||||||||
|
Merriman D. Jonathan
· Director
Buy
+$7K
|
Merriman D. Jonathan | Director | Buy | $2.35 | +3K | +$7K | 293K | – | Mar 23, 2026 | Mar 24, 2026 | |||||||||
|
Liveone, Inc.
· 10% Owner
Grant (A)
135K
|
Liveone, Inc. | 10% Owner | Grant (A) | – | 135K | – | 19.3M | – | Mar 21, 2026 | Mar 25, 2026 | |||||||||
|
Merriman D. Jonathan
· Director
Buy
+$14K
|
Merriman D. Jonathan | Director | Buy | $2.22 | +6K | +$14K | 290K | – | Mar 12, 2026 | Mar 16, 2026 | |||||||||
|
Krigsman Jay E.
· Director
Grant (A)
42K
|
Krigsman Jay E. | Director | Grant (A) | – | 42K | – | 42K | – | Mar 9, 2026 | Apr 9, 2026 | |||||||||
26 reporting institutions disclosed PODC 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.