Elser Financial Planning, Inc
· New
Change
+403K
Date
Q1 2026
FO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
· New
Change
+403K
Date
Q1 2026
|
Elser Financial Planning, Inc | New· Q1 2026 | – | +403K | – | Q1 2026 | |||||
|
Diversified Investment Strategies, LLC
· New
Change
+48K
Date
Q1 2026
|
Diversified Investment Strategies, LLC | New· Q1 2026 | – | +48K | – | Q1 2026 | |||||
|
Canton Hathaway, LLC
· Exited
Change
−44K
Δ Own
−100.0%
Date
Q1 2026
|
Canton Hathaway, LLC | Exited· Q1 2026 | – | −44K | −100.0% | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
Change
−24K
Δ Own
−35.3%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | – | −24K | −35.3% | Q1 2026 | |||||
|
Geode
· Added
Change
+22K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +22K | – | Q1 2026 | |||||
|
Xtx Topco Ltd
· Exited
Change
−17K
Δ Own
−100.0%
Date
Q1 2026
|
Xtx Topco Ltd | Exited· Q1 2026 | – | −17K | −100.0% | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Reduced
Change
−15K
Δ Own
−26.2%
Date
Q1 2026
|
Renaissance Technologies LLC | Reduced· Q1 2026 | – | −15K | −26.2% | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−12K
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −12K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Reduced
Change
−3K
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
Royal Bank of Canada
· Reduced
Change
−1K
Date
Q1 2026
|
Royal Bank of Canada | Reduced· Q1 2026 | – | −1K | – | Q1 2026 | |||||
|
Tower Research Capital LLC (trc)
· Reduced
Change
−1K
Date
Q1 2026
|
Tower Research Capital LLC (trc) | Reduced· Q1 2026 | – | −1K | – | Q1 2026 | |||||
|
Dimensional
· Reduced
Change
−1K
Date
Q1 2026
|
Dimensional | Reduced· Q1 2026 | – | −1K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+844
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +844 | – | Q1 2026 | |||||
|
Bank of America Corp
· Exited
Change
−68
Δ Own
−100.0%
Date
Q1 2026
|
Bank of America Corp | Exited· Q1 2026 | – | −68 | −100.0% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
Change
+61
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | – | +61 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Kassam-Adams Shahir
· Director
7 operations
-101K
|
Kassam-Adams Shahir | Director | 7 operations | – | -101K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Wygod Max C.
· Director
2 operations
-1.5M
|
Wygod Max C. | Director | 2 operations | – | -1.5M | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Banwell Ian
· Director
2 operations
-105K
|
Banwell Ian | Director | 2 operations | – | -105K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Banwell Ian
· Director
5 operations
75K
|
Banwell Ian | Director | 5 operations | – | 75K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Hajj Jennifer
· Director
2 operations
-10K
|
Hajj Jennifer | Director | 2 operations | – | -10K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Hajj Jennifer
· Director
5 operations
-75K
|
Hajj Jennifer | Director | 5 operations | – | -75K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Adler Mark J. Md
· Director
Other Form 4 events
-38K
|
Adler Mark J. Md | Director | Other Form 4 events | – | -38K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Adler Mark J. Md
· Director
5 operations
75K
|
Adler Mark J. Md | Director | 5 operations | – | 75K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Vesey Michael
· CFO
Other Form 4 events
-140K
|
Vesey Michael | CFO | Other Form 4 events | – | -140K | – | 450K | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Vesey Michael
· CFO
5 operations
460K
|
Vesey Michael | CFO | 5 operations | – | 460K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Vuori Kristiina Md
· Director
Other Form 4 events
-29K
|
Vuori Kristiina Md | Director | Other Form 4 events | – | -29K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Vuori Kristiina Md
· Director
5 operations
75K
|
Vuori Kristiina Md | Director | 5 operations | – | 75K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Varadhan Alyssa F.
· Director
Other Form 4 events
-5K
|
Varadhan Alyssa F. | Director | Other Form 4 events | – | -5K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Varadhan Alyssa F.
· Director
5 operations
75K
|
Varadhan Alyssa F. | Director | 5 operations | – | 75K | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
|
Dublin Adam H.
· Director
3 operations
-4.5M
|
Dublin Adam H. | Director | 3 operations | – | -4.5M | – | 0 | – | May 15, 2026 | May 15, 2026 | |||||||||
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20 reporting institutions disclosed FORA 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.