Panoramic Investment Advisors, LLC
· New
Change
+441K
Date
Q1 2026
LO
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
· New
Change
+441K
Date
Q1 2026
|
Panoramic Investment Advisors, LLC | New· Q1 2026 | – | +441K | – | Q1 2026 | |||||
|
Cary Street Partners Financial LLC
· Added
Change
+234K
Date
Q1 2026
|
Cary Street Partners Financial LLC | Added· Q1 2026 | – | +234K | – | Q1 2026 | |||||
|
Frazier Financial Advisors, LLC
· Added
Change
+124K
Date
Q1 2026
|
Frazier Financial Advisors, LLC | Added· Q1 2026 | – | +124K | – | Q1 2026 | |||||
|
Gk Wealth Management LLC
· New
Change
+87K
Date
Q1 2026
|
Gk Wealth Management LLC | New· Q1 2026 | – | +87K | – | Q1 2026 | |||||
|
Morgan Stanley
· Added
Change
+26K
Date
Q1 2026
|
Morgan Stanley | Added· Q1 2026 | – | +26K | – | Q1 2026 | |||||
|
Renaissance Technologies LLC
· Added
Change
+14K
Δ Own
+7.9%
Date
Q1 2026
|
Renaissance Technologies LLC | Added· Q1 2026 | – | +14K | +7.9% | Q1 2026 | |||||
|
Harbour Investments, Inc.
· New
Change
+14K
Date
Q1 2026
|
Harbour Investments, Inc. | New· Q1 2026 | – | +14K | – | Q1 2026 | |||||
|
Geode
· Added
Change
+14K
Date
Q1 2026
|
Geode | Added· Q1 2026 | – | +14K | – | Q1 2026 | |||||
|
Lpl Financial LLC
· Added
Change
+5K
Date
Q1 2026
|
Lpl Financial LLC | Added· Q1 2026 | – | +5K | – | Q1 2026 | |||||
|
BlackRock
· Added
Change
+5K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | – | +5K | – | Q1 2026 | |||||
|
Dwr Wealth Management, LLC
· Added
Change
+4K
Date
Q1 2026
|
Dwr Wealth Management, LLC | Added· Q1 2026 | – | +4K | – | Q1 2026 | |||||
|
Larson Financial Group LLC
· New
Change
+2K
Date
Q1 2026
|
Larson Financial Group LLC | New· Q1 2026 | – | +2K | – | Q1 2026 | |||||
|
UBS Group AG
· Added
Change
+445
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | – | +445 | – | Q1 2026 | |||||
|
Royal Bank of Canada
· Added
Change
+112
Date
Q1 2026
|
Royal Bank of Canada | Added· Q1 2026 | – | +112 | – | Q1 2026 | |||||
|
Osaic Holdings, Inc.
· Added
Change
+109
Date
Q1 2026
|
Osaic Holdings, Inc. | Added· Q1 2026 | – | +109 | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Ran Assaf
· Director
Buy
+$32K
|
Ran Assaf | Director | Buy | $3.99 | +8K | +$32K | 1.2M | +0.7% | Jul 28, 2026 | Jul 28, 2026 | |||||||||
|
Bentovim Lyron L.
· Director
Buy
+$8K
|
Bentovim Lyron L. | Director | Buy | $4.52 | +2K | +$8K | 41K | – | Nov 19, 2025 | Nov 19, 2025 | |||||||||
|
Ran Assaf
· Director, Officer, 10% Owner
Buy
+$19K
|
Ran Assaf | Director, Officer, 10% Owner | Buy | $4.65 | +4K | +$19K | 1.2M | – | Nov 17, 2025 | Nov 18, 2025 | |||||||||
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41 reporting institutions disclosed LOAN 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.