Lpl Financial LLC
· Added
Change
+627K
Date
Q1 2026
TD
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Lpl Financial LLC
· Added
Change
+627K
Date
Q1 2026
|
Lpl Financial LLC | Added· Q1 2026 | – | +627K | – | Q1 2026 | |||||
|
Raymond James Financial Inc
· Added
Change
+195K
Date
Q1 2026
|
Raymond James Financial Inc | Added· Q1 2026 | – | +195K | – | Q1 2026 | |||||
|
Stifel Financial Corp
· Added
Change
+114K
Date
Q1 2026
|
Stifel Financial Corp | Added· Q1 2026 | – | +114K | – | Q1 2026 | |||||
|
Steward Partners Investment Advisory, LLC
· Added
Change
+68K
Date
Q1 2026
|
Steward Partners Investment Advisory, LLC | Added· Q1 2026 | – | +68K | – | Q1 2026 | |||||
|
Ascentis Independent Advisors
· New
Change
+54K
Date
Q1 2026
|
Ascentis Independent Advisors | New· Q1 2026 | – | +54K | – | Q1 2026 | |||||
|
Moody National Bank Trust Division
· Added
Change
+49K
Date
Q1 2026
|
Moody National Bank Trust Division | Added· Q1 2026 | – | +49K | – | Q1 2026 | |||||
|
Gladstone Institutional Advisory LLC
· New
Change
+42K
Date
Q1 2026
|
Gladstone Institutional Advisory LLC | New· Q1 2026 | – | +42K | – | Q1 2026 | |||||
|
Golden State Wealth Management, LLC
· New
Change
+40K
Date
Q1 2026
|
Golden State Wealth Management, LLC | New· Q1 2026 | – | +40K | – | Q1 2026 | |||||
|
Cornerstone Wealth Management, LLC
· Added
Change
+40K
Date
Q1 2026
|
Cornerstone Wealth Management, LLC | Added· Q1 2026 | – | +40K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· New
Change
+28K
Date
Q1 2026
|
Jane Street Group, LLC | New· Q1 2026 | – | +28K | – | Q1 2026 | |||||
|
Flow Traders U.S. LLC
· New
Change
+24K
Date
Q1 2026
|
Flow Traders U.S. LLC | New· Q1 2026 | – | +24K | – | Q1 2026 | |||||
|
Independent Advisor Alliance
· New
Change
+23K
Date
Q1 2026
|
Independent Advisor Alliance | New· Q1 2026 | – | +23K | – | Q1 2026 | |||||
|
Private Advisor Group, LLC
· Added
Change
+17K
Date
Q1 2026
|
Private Advisor Group, LLC | Added· Q1 2026 | – | +17K | – | Q1 2026 | |||||
|
Integrated Advisors Network LLC
· New
Change
+11K
Date
Q1 2026
|
Integrated Advisors Network LLC | New· Q1 2026 | – | +11K | – | Q1 2026 | |||||
|
Atlas Wealth LLC
· New
Change
+11K
Date
Q1 2026
|
Atlas Wealth LLC | New· Q1 2026 | – | +11K | – | Q1 2026 | |||||
30 reporting institutions disclosed TDI 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.