Focus Partners Wealth
· Added
Change
+125K
Date
Q1 2026
RM
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Focus Partners Wealth
· Added
Change
+125K
Date
Q1 2026
|
Focus Partners Wealth | Added· Q1 2026 | – | +125K | – | Q1 2026 | |||||
|
Drw Securities, LLC
· Exited
Change
−124K
Δ Own
−100.0%
Date
Q1 2026
|
Drw Securities, LLC | Exited· Q1 2026 | – | −124K | −100.0% | Q1 2026 | |||||
|
Thompson Davis & Co., Inc.
· New
Change
+96K
Date
Q1 2026
|
Thompson Davis & Co., Inc. | New· Q1 2026 | – | +96K | – | Q1 2026 | |||||
|
American Capital Advisory, LLC
· Added
Change
+64K
Date
Q1 2026
|
American Capital Advisory, LLC | Added· Q1 2026 | – | +64K | – | Q1 2026 | |||||
|
Geode
· Added
Change
+17K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +17K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· New
Change
+15K
Date
Q1 2026
|
Citadel Advisors LLC | New· Q1 2026 | – | +15K | – | Q1 2026 | |||||
|
Gsa Capital Partners LLP
· New
Change
+14K
Date
Q1 2026
|
Gsa Capital Partners LLP | New· Q1 2026 | – | +14K | – | Q1 2026 | |||||
|
Dimensional
· Added
Change
+11K
Date
Q1 2026
|
Dimensional | Added· Q1 2026 | – | +11K | – | Q1 2026 | |||||
|
Wealthedge Investment Advisors, LLC
· Exited
Change
−10K
Δ Own
−100.0%
Date
Q1 2026
|
Wealthedge Investment Advisors, LLC | Exited· Q1 2026 | – | −10K | −100.0% | Q1 2026 | |||||
|
4wealth Advisors, Inc.
· Reduced
Change
−4K
Date
Q1 2026
|
4wealth Advisors, Inc. | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
|
UBS Group AG
· New
Change
+1K
Date
Q1 2026
|
UBS Group AG | New· Q1 2026 | – | +1K | – | Q1 2026 | |||||
|
Xtx Topco Ltd
· Reduced
Change
−1K
Date
Q1 2026
|
Xtx Topco Ltd | Reduced· Q1 2026 | – | −1K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Reduced
Change
−1K
Δ Own
−0.4%
Date
Q1 2026
|
Renaissance Technologies LLC | Reduced· Q1 2026 | – | −1K | −0.4% | Q1 2026 | |||||
|
Fifth Third Bancorp
· New
Change
+1K
Date
Q1 2026
|
Fifth Third Bancorp | New· Q1 2026 | – | +1K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
Change
−603
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −603 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Harper Allen C.
· Officer
Grant (A)
107K
|
Harper Allen C. | Officer | Grant (A) | – | 107K | – | 125K | +627.3% | Jul 8, 2026 | Jul 13, 2026 | |||||||||
|
Harper Allen C.
· 10% Owner
Sell
−$123K
|
Harper Allen C. | 10% Owner | Sell | $2.45 | −50K | −$123K | 860K | – | May 4, 2026 | May 8, 2026 | |||||||||
|
American Heritage Railways, Inc.
· 10% Owner
Sell
−$123K
|
American Heritage Railways, Inc. | 10% Owner | Sell | $2.45 | −50K | −$123K | 860K | – | May 4, 2026 | May 8, 2026 | |||||||||
|
Harper Allen C.
· 10% Owner
Sell
−$88K
|
Harper Allen C. | 10% Owner | Sell | $2.45 | −36K | −$88K | 910K | – | May 1, 2026 | May 8, 2026 | |||||||||
|
American Heritage Railways, Inc.
· 10% Owner
Sell
−$88K
|
American Heritage Railways, Inc. | 10% Owner | Sell | $2.45 | −36K | −$88K | 910K | – | May 1, 2026 | May 8, 2026 | |||||||||
|
Harper Allen C.
· 10% Owner
Sell
−$23K
|
Harper Allen C. | 10% Owner | Sell | $2.60 | −9K | −$23K | 946K | – | Mar 5, 2026 | Apr 16, 2026 | |||||||||
|
American Heritage Railways, Inc.
· 10% Owner
Sell
−$23K
|
American Heritage Railways, Inc. | 10% Owner | Sell | $2.60 | −9K | −$23K | 946K | – | Mar 5, 2026 | Apr 16, 2026 | |||||||||
|
Cass Carrie E.
· Officer
Grant (A)
54K
|
Cass Carrie E. | Officer | Grant (A) | – | 54K | – | 124K | – | Mar 5, 2026 | Mar 5, 2026 | |||||||||
|
Harper Allen C.
· 10% Owner
Sell
−$29K
|
Harper Allen C. | 10% Owner | Sell | $2.60 | −11K | −$29K | 955K | – | Mar 4, 2026 | Apr 16, 2026 | |||||||||
|
American Heritage Railways, Inc.
· 10% Owner
Sell
−$29K
|
American Heritage Railways, Inc. | 10% Owner | Sell | $2.60 | −11K | −$29K | 955K | – | Mar 4, 2026 | Apr 16, 2026 | |||||||||
|
Harper Allen C.
· 10% Owner
Sell
−$14K
|
Harper Allen C. | 10% Owner | Sell | $2.60 | −5K | −$14K | 966K | – | Feb 27, 2026 | Apr 16, 2026 | |||||||||
|
American Heritage Railways, Inc.
· 10% Owner
Sell
−$14K
|
American Heritage Railways, Inc. | 10% Owner | Sell | $2.60 | −5K | −$14K | 966K | – | Feb 27, 2026 | Apr 16, 2026 | |||||||||
|
Harper Allen C.
· 10% Owner
Sell
−$49K
|
Harper Allen C. | 10% Owner | Sell | $2.61 | −19K | −$49K | 971K | – | Feb 26, 2026 | Apr 16, 2026 | |||||||||
|
American Heritage Railways, Inc.
· 10% Owner
Sell
−$49K
|
American Heritage Railways, Inc. | 10% Owner | Sell | $2.61 | −19K | −$49K | 971K | – | Feb 26, 2026 | Apr 16, 2026 | |||||||||
|
Harper Allen C.
· 10% Owner
Sell
−$1K
|
Harper Allen C. | 10% Owner | Sell | $2.60 | −430 | −$1K | 990K | – | Feb 25, 2026 | Apr 16, 2026 | |||||||||
N
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21 reporting institutions disclosed RMCF 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.