Elevation Point Wealth Partners, LLC
· New
Change
+345K
Date
Q1 2026
DF
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Elevation Point Wealth Partners, LLC
· New
Change
+345K
Date
Q1 2026
|
Elevation Point Wealth Partners, LLC | New· Q1 2026 | – | +345K | – | Q1 2026 | |||||
|
Vestmark Advisory Solutions, Inc.
· New
Change
+345K
Date
Q1 2026
|
Vestmark Advisory Solutions, Inc. | New· Q1 2026 | – | +345K | – | Q1 2026 | |||||
|
Marshall Wace, LLP
· Added
Change
+310K
Date
Q1 2026
|
Marshall Wace, LLP | Added· Q1 2026 | – | +310K | – | Q1 2026 | |||||
|
Cooke & Bieler LP
· Added
Change
+292K
Date
Q1 2026
|
Cooke & Bieler LP | Added· Q1 2026 | – | +292K | – | Q1 2026 | |||||
|
Dimensional
· Added
Change
+235K
Date
Q1 2026
|
Dimensional | Added· Q1 2026 | – | +235K | – | Q1 2026 | |||||
|
Hrt Financial LP
· Added
Change
+218K
Date
Q1 2026
|
Hrt Financial LP | Added· Q1 2026 | – | +218K | – | Q1 2026 | |||||
|
Ameriprise Financial Inc
· Added
Change
+195K
Date
Q1 2026
|
Ameriprise Financial Inc | Added· Q1 2026 | – | +195K | – | Q1 2026 | |||||
|
BlackRock
· Added
Change
+173K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +173K | – | Q1 2026 | |||||
|
Schwab
· Added
Change
+165K
Date
Q1 2026
|
Schwab | Added· Q1 2026 | – | +165K | – | Q1 2026 | |||||
|
State Street
· Added
Change
+144K
Date
Q1 2026
|
State Street | Added· Q1 2026 | – | +144K | – | Q1 2026 | |||||
|
Holocene Advisors, LP
· New
Change
+110K
Date
Q1 2026
|
Holocene Advisors, LP | New· Q1 2026 | – | +110K | – | Q1 2026 | |||||
|
BNP Paribas Financial Markets
· Added
Change
+106K
Date
Q1 2026
|
BNP Paribas Financial Markets | Added· Q1 2026 | – | +106K | – | Q1 2026 | |||||
|
Jane Street Group, LLC
· Added
Change
+101K
Date
Q1 2026
|
Jane Street Group, LLC | Added· Q1 2026 | – | +101K | – | Q1 2026 | |||||
|
Janus Henderson Group PLC
· Added
Change
+93K
Date
Q1 2026
|
Janus Henderson Group PLC | Added· Q1 2026 | – | +93K | – | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+88K
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +88K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Lovett William Radford II
· 10% Owner
2 operations
−$943K
|
Lovett William Radford II | 10% Owner | 2 operations | $16.00–$16.70 | −57K | −$943K | 3.2M | −1.7% | Jun 24, 2026 | Jun 26, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$329K
|
Lovett William Radford II | 10% Owner | Sell | $15.00 | −22K | −$329K | 3.2M | −0.7% | Jun 22, 2026 | Jun 24, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$1.3M
|
Lovett William Radford II | 10% Owner | Sell | $15.52 | −85K | −$1.3M | 3.3M | −2.5% | Jun 18, 2026 | Jun 22, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$693K
|
Lovett William Radford II | 10% Owner | Sell | $15.21 | −46K | −$693K | 3.4M | −1.3% | Jun 17, 2026 | Jun 22, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$753K
|
Lovett William Radford II | 10% Owner | Sell | $14.99 | −50K | −$753K | 3.4M | – | Jun 16, 2026 | Jun 17, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$808K
|
Lovett William Radford II | 10% Owner | Sell | $15.16 | −53K | −$808K | 3.5M | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$1.2M
|
Lovett William Radford II | 10% Owner | Sell | $15.17 | −76K | −$1.2M | 3.5M | – | Jun 12, 2026 | Jun 15, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$886K
|
Lovett William Radford II | 10% Owner | Sell | $14.56 | −61K | −$886K | 3.6M | – | Jun 11, 2026 | Jun 15, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$414K
|
Lovett William Radford II | 10% Owner | Sell | $12.89 | −32K | −$414K | 3.6M | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Lovett William Radford II
· 10% Owner
Sell
−$1.5M
|
Lovett William Radford II | 10% Owner | Sell | $12.65 | −118K | −$1.5M | 3.7M | – | May 19, 2026 | May 21, 2026 | |||||||||
|
Ramsay Lorena Anabel
· Officer
Tax withholding or exercise payment (F)
-$32K
|
Ramsay Lorena Anabel | Officer | Tax withholding or exercise payment (F) | $14.04 | -2K | -$32K | 230K | – | Apr 1, 2026 | Apr 2, 2026 | |||||||||
|
Zalupski Patrick O.
· Director, Officer, 10% Owner
Other Form 4 events
1.0M
|
Zalupski Patrick O. | Director, Officer, 10% Owner | Other Form 4 events | – | 1.0M | – | 1.0M | – | Mar 16, 2026 | Mar 17, 2026 | |||||||||
|
Zalupski Patrick O.
· Director
Tax withholding or exercise payment (F)
-$760K
|
Zalupski Patrick O. | Director | Tax withholding or exercise payment (F) | $15.71 | -48K | -$760K | 2.1M | – | Mar 8, 2026 | Mar 9, 2026 | |||||||||
|
Ramsay Lorena Anabel
· Officer
Tax withholding or exercise payment (F)
-$132K
|
Ramsay Lorena Anabel | Officer | Tax withholding or exercise payment (F) | $15.71 | -8K | -$132K | 232K | – | Mar 8, 2026 | Mar 9, 2026 | |||||||||
|
Zalupski Patrick O.
· Director
Tax withholding or exercise payment (F)
-$286K
|
Zalupski Patrick O. | Director | Tax withholding or exercise payment (F) | $16.40 | -17K | -$286K | 2.1M | – | Mar 6, 2026 | Mar 9, 2026 | |||||||||
N
A
M
G
A
A
200 reporting institutions disclosed DFH 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.