First Trust Advisors LP
· Added
Change
+203K
Date
Q1 2026
US
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
First Trust Advisors LP
· Added
Change
+203K
Date
Q1 2026
|
First Trust Advisors LP | Added· Q1 2026 | – | +203K | – | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−151K
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −151K | – | Q1 2026 | |||||
|
Change
+56K
Date
Q1 2026
|
Grantham, Mayo, van Otterloo & Co. LLC | New· Q1 2026 | – | +56K | – | Q1 2026 | |||||
|
Vanguard
· Reduced
Change
−48K
Date
Q1 2026
|
Vanguard | Reduced· Q1 2026 | – | −48K | – | Q1 2026 | |||||
|
Estuary Capital Management LP
· Exited
Change
−43K
Δ Own
−100.0%
Date
Q1 2026
|
Estuary Capital Management LP | Exited· Q1 2026 | – | −43K | −100.0% | Q1 2026 | |||||
|
Copeland Capital Management, LLC
· Reduced
Change
−42K
Date
Q1 2026
|
Copeland Capital Management, LLC | Reduced· Q1 2026 | – | −42K | – | Q1 2026 | |||||
|
Davidson Capital Management Inc.
· Added
Change
+42K
Date
Q1 2026
|
Davidson Capital Management Inc. | Added· Q1 2026 | – | +42K | – | Q1 2026 | |||||
|
Mirae Asset Global Etfs Holdings Ltd.
· Added
Change
+40K
Date
Q1 2026
|
Mirae Asset Global Etfs Holdings Ltd. | Added· Q1 2026 | – | +40K | – | Q1 2026 | |||||
|
Select Equity Group, L.P.
· Added
Change
+38K
Date
Q1 2026
|
Select Equity Group, L.P. | Added· Q1 2026 | – | +38K | – | Q1 2026 | |||||
|
Royce & Associates LP
· Added
Change
+33K
Date
Q1 2026
|
Royce & Associates LP | Added· Q1 2026 | – | +33K | – | Q1 2026 | |||||
|
Qube Research & Technologies Ltd
· Reduced
Change
−33K
Date
Q1 2026
|
Qube Research & Technologies Ltd | Reduced· Q1 2026 | – | −33K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
Change
+32K
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | – | +32K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
Change
−31K
Δ Own
−77.8%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | – | −31K | −77.8% | Q1 2026 | |||||
|
Moran Wealth Management, LLC
· Added
Change
+27K
Date
Q1 2026
|
Moran Wealth Management, LLC | Added· Q1 2026 | – | +27K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Reduced
Change
−25K
Δ Own
−3.9%
Date
Q1 2026
|
Renaissance Technologies LLC | Reduced· Q1 2026 | – | −25K | −3.9% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hawkins Tom S. Jr
· Director
Grant (A)
$140K
|
Hawkins Tom S. Jr | Director | Grant (A) | $110.00 | 1K | $140K | 11K | – | May 1, 2026 | May 5, 2026 | |||||||||
|
Wolkenstein Jon A.
· Director
Grant (A)
$140K
|
Wolkenstein Jon A. | Director | Grant (A) | $110.00 | 1K | $140K | 4K | – | May 1, 2026 | May 4, 2026 | |||||||||
|
Weirich Lila R.
· Director
Grant (A)
$140K
|
Weirich Lila R. | Director | Grant (A) | $110.00 | 1K | $140K | 4K | – | May 1, 2026 | May 4, 2026 | |||||||||
|
Duhe Sandra C.
· Director
Grant (A)
$140K
|
Duhe Sandra C. | Director | Grant (A) | $110.00 | 1K | $140K | 4K | – | May 1, 2026 | May 4, 2026 | |||||||||
|
Cardin Richard W.
· Director
Grant (A)
$140K
|
Cardin Richard W. | Director | Grant (A) | $110.00 | 1K | $140K | 17K | – | May 1, 2026 | May 4, 2026 | |||||||||
|
Doumet Antoine M.
· Director
Exercise or conversion (M/X/C)
$375K
|
Doumet Antoine M. | Director | Exercise or conversion (M/X/C) | $110.00 | 3K | $375K | 3K | – | May 1, 2026 | May 4, 2026 | |||||||||
|
Doumet Antoine M.
· Director
2 operations
$0
|
Doumet Antoine M. | Director | 2 operations | $10.71 | 0 | $0 | 0 | – | Mar 17, 2026 | Mar 18, 2026 | |||||||||
|
Duhe Sandra C.
· Director
Sell
−$154K
|
Duhe Sandra C. | Director | Sell | $120.45 | −1K | −$154K | 2K | – | Mar 3, 2026 | Mar 4, 2026 | |||||||||
|
Wiedemer Michael L.
· Officer
Tax withholding or exercise payment (F)
-$19K
|
Wiedemer Michael L. | Officer | Tax withholding or exercise payment (F) | $118.13 | -165 | -$19K | 6K | – | Feb 3, 2026 | Feb 4, 2026 | |||||||||
|
Stone Timothy Wade
· Officer
Tax withholding or exercise payment (F)
-$16K
|
Stone Timothy Wade | Officer | Tax withholding or exercise payment (F) | $118.13 | -136 | -$16K | 5K | – | Feb 3, 2026 | Feb 4, 2026 | |||||||||
|
O'Neill Nathan
· Officer
Tax withholding or exercise payment (F)
-$20K
|
O'Neill Nathan | Officer | Tax withholding or exercise payment (F) | $118.13 | -166 | -$20K | 8K | – | Feb 3, 2026 | Feb 4, 2026 | |||||||||
|
Gagnon John J.
· Officer
Tax withholding or exercise payment (F)
-$15K
|
Gagnon John J. | Officer | Tax withholding or exercise payment (F) | $118.13 | -123 | -$15K | 6K | – | Feb 3, 2026 | Feb 4, 2026 | |||||||||
|
Wiedemer Michael L.
· Officer
Tax withholding or exercise payment (F)
-$12K
|
Wiedemer Michael L. | Officer | Tax withholding or exercise payment (F) | $123.61 | -95 | -$12K | 7K | – | Feb 2, 2026 | Feb 4, 2026 | |||||||||
|
Wiedemer Michael L.
· Officer
Grant (A)
$53K
|
Wiedemer Michael L. | Officer | Grant (A) | $123.61 | 426 | $53K | 7K | – | Feb 2, 2026 | Feb 4, 2026 | |||||||||
|
Stone Timothy Wade
· Officer
Tax withholding or exercise payment (F)
-$12K
|
Stone Timothy Wade | Officer | Tax withholding or exercise payment (F) | $123.61 | -100 | -$12K | 5K | – | Feb 2, 2026 | Feb 4, 2026 | |||||||||
A
N
M
G
A
A
213 reporting institutions disclosed USLM 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.