Raymond James Financial Inc
· New
Change
+349K
Date
Q1 2026
FI
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Raymond James Financial Inc
· New
Change
+349K
Date
Q1 2026
|
Raymond James Financial Inc | New· Q1 2026 | – | +349K | – | Q1 2026 | |||||
|
Commonwealth Equity Services, LLC
· Reduced
Change
−297K
Date
Q1 2026
|
Commonwealth Equity Services, LLC | Reduced· Q1 2026 | – | −297K | – | Q1 2026 | |||||
|
Fourthstone LLC
· Exited
Change
−255K
Δ Own
−100.0%
Date
Q1 2026
|
Fourthstone LLC | Exited· Q1 2026 | – | −255K | −100.0% | Q1 2026 | |||||
|
Hillsdale Investment Management Inc.
· New
Change
+233K
Date
Q1 2026
|
Hillsdale Investment Management Inc. | New· Q1 2026 | – | +233K | – | Q1 2026 | |||||
|
Rhino Investment Partners, Inc
· Exited
Change
−216K
Δ Own
−100.0%
Date
Q1 2026
|
Rhino Investment Partners, Inc | Exited· Q1 2026 | – | −216K | −100.0% | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+177K
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +177K | – | Q1 2026 | |||||
|
Hotchkis & Wiley Capital Management LLC
· Reduced
Change
−159K
Date
Q1 2026
|
Hotchkis & Wiley Capital Management LLC | Reduced· Q1 2026 | – | −159K | – | Q1 2026 | |||||
|
Canandaigua National Corp
· New
Change
+155K
Date
Q1 2026
|
Canandaigua National Corp | New· Q1 2026 | – | +155K | – | Q1 2026 | |||||
|
Wellington Management Group LLP
· Reduced
Change
−149K
Δ Own
−14.2%
Date
Q1 2026
|
Wellington Management Group LLP | Reduced· Q1 2026 | – | −149K | −14.2% | Q1 2026 | |||||
|
Acadian Asset Management LLC
· Added
Change
+129K
Date
Q1 2026
|
Acadian Asset Management LLC | Added· Q1 2026 | – | +129K | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
Change
+111K
Δ Own
+68.0%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | – | +111K | +68.0% | Q1 2026 | |||||
|
Two Sigma Advisers, LP
· Exited
Change
−109K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Advisers, LP | Exited· Q1 2026 | – | −109K | −100.0% | Q1 2026 | |||||
|
Geode
· Added
Change
+87K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +87K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
Change
−77K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −77K | – | Q1 2026 | |||||
|
State Street
· Added
Change
+72K
Date
Q1 2026
|
State Street | Added· Q1 2026 | – | +72K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Holliday Susan R.
· Director
Grant (A)
1K
|
Holliday Susan R. | Director | Grant (A) | – | 1K | – | 42K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Dorn Andrew W. Jr
· Director
Grant (A)
1K
|
Dorn Andrew W. Jr | Director | Grant (A) | – | 1K | – | 39K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Vangelder Kim E.
· Director
Grant (A)
1K
|
Vangelder Kim E. | Director | Grant (A) | – | 1K | – | 30K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Harting Bruce W.
· Director
Grant (A)
1K
|
Harting Bruce W. | Director | Grant (A) | – | 1K | – | 7K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Zupan Mark
· Director
Grant (A)
1K
|
Zupan Mark | Director | Grant (A) | – | 1K | – | 15K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Burlew Dawn H.
· Director
2 operations
2K
|
Burlew Dawn H. | Director | 2 operations | $35.10 | 2K | – | 22K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Panzarella Angela J.
· Director
2 operations
2K
|
Panzarella Angela J. | Director | 2 operations | $35.10 | 2K | – | 7K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Latella Robert N.
· Director
Grant (A)
1K
|
Latella Robert N. | Director | Grant (A) | – | 1K | – | 33K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Glaser Robert M.
· Director
Grant (A)
1K
|
Glaser Robert M. | Director | Grant (A) | – | 1K | – | 49K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Bovenzi David
· Director
2 operations
2K
|
Bovenzi David | Director | 2 operations | $35.10 | 2K | – | 2K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Schrader Robert L.
· Director
Grant (A)
1K
|
Schrader Robert L. | Director | Grant (A) | – | 1K | – | 3K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Finch Steven C.
· Director
2 operations
2K
|
Finch Steven C. | Director | 2 operations | $35.10 | 2K | – | 2K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Plants William Jack II
· Officer
2 operations
0
|
Plants William Jack II | Officer | 2 operations | – | 0 | – | 0 | – | Mar 20, 2026 | Mar 23, 2026 | |||||||||
|
Plants William Jack II
· Officer
Tax withholding or exercise payment (F)
-$32K
|
Plants William Jack II | Officer | Tax withholding or exercise payment (F) | $30.59 | -1K | -$32K | 8K | – | Mar 20, 2026 | Mar 23, 2026 | |||||||||
|
Pacos Gary A.
· Officer
2 operations
0
|
Pacos Gary A. | Officer | 2 operations | – | 0 | – | 0 | – | Mar 20, 2026 | Mar 23, 2026 | |||||||||
N
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142 reporting institutions disclosed FISI 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.