Integrated Wealth Concepts LLC
· New
+$57M
Change
+2.5M
Date
Q1 2026
MG
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
· New
+$57M
Change
+2.5M
Date
Q1 2026
|
Integrated Wealth Concepts LLC | New· Q1 2026 | +$57M | +2.5M | – | Q1 2026 | |||||
|
Keating Financial Advisory Services, Inc.
· Exited
−$49M
Change
−2.2M
Δ Own
−100.0%
Date
Q1 2026
|
Keating Financial Advisory Services, Inc. | Exited· Q1 2026 | −$49M | −2.2M | −100.0% | Q1 2026 | |||||
|
Private Management Group Inc
· Added
+$15M
Change
+673K
Date
Q1 2026
|
Private Management Group Inc | Added· Q1 2026 | +$15M | +673K | – | Q1 2026 | |||||
|
Federated Hermes, Inc.
· Reduced
−$5.4M
Change
−244K
Date
Q1 2026
|
Federated Hermes, Inc. | Reduced· Q1 2026 | −$5.4M | −244K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$5.3M
Change
+236K
Δ Own
+148.4%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$5.3M | +236K | +148.4% | Q1 2026 | |||||
|
Clark Capital Management Group, Inc.
· Exited
−$4.5M
Change
−201K
Δ Own
−100.0%
Date
Q1 2026
|
Clark Capital Management Group, Inc. | Exited· Q1 2026 | −$4.5M | −201K | −100.0% | Q1 2026 | |||||
|
Tieton Capital Management, LLC
· Added
+$4.0M
Change
+180K
Date
Q1 2026
|
Tieton Capital Management, LLC | Added· Q1 2026 | +$4.0M | +180K | – | Q1 2026 | |||||
|
Two Sigma Advisers, LP
· Exited
−$4.0M
Change
−178K
Δ Own
−100.0%
Date
Q1 2026
|
Two Sigma Advisers, LP | Exited· Q1 2026 | −$4.0M | −178K | −100.0% | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
−$3.9M
Change
−174K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | −$3.9M | −174K | – | Q1 2026 | |||||
|
Mairs & Power Inc
· Exited
−$3.9M
Change
−173K
Δ Own
−100.0%
Date
Q1 2026
|
Mairs & Power Inc | Exited· Q1 2026 | −$3.9M | −173K | −100.0% | Q1 2026 | |||||
|
Allspring Global Investments Holdings, LLC
· New
+$3.7M
Change
+167K
Date
Q1 2026
|
Allspring Global Investments Holdings, LLC | New· Q1 2026 | +$3.7M | +167K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$3.4M
Change
−154K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$3.4M | −154K | – | Q1 2026 | |||||
|
Arrowstreet Capital, Limited Partnership
· New
+$3.3M
Change
+148K
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | New· Q1 2026 | +$3.3M | +148K | – | Q1 2026 | |||||
|
BlackRock
· Reduced
−$3.1M
Change
−139K
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | −$3.1M | −139K | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
+$3.0M
Change
+133K
Δ Own
+42.3%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | +$3.0M | +133K | +42.3% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Roper Martin
· Director
Grant (A)
$39K
|
Roper Martin | Director | Grant (A) | $17.36 | 2K | $39K | 36K | +6.7% | Jul 2, 2026 | Jul 2, 2026 | |||||||||
|
Kaplan Caroline Lux
· 10% Owner
Sell
−$545K
|
Kaplan Caroline Lux | 10% Owner | Sell | $18.18 | −30K | −$545K | 471K | – | May 27, 2026 | May 28, 2026 | |||||||||
|
Kaplan Caroline Lux
· 10% Owner
Sell
−$535K
|
Kaplan Caroline Lux | 10% Owner | Sell | $17.82 | −30K | −$535K | 501K | – | May 26, 2026 | May 28, 2026 | |||||||||
|
Mingus Lori L.s.
· Director
Grant (A)
6K
|
Mingus Lori L.s. | Director | Grant (A) | – | 6K | – | 6K | – | May 14, 2026 | May 15, 2026 | |||||||||
|
Lowry Jennifer Elaine
· Director
Grant (A)
6K
|
Lowry Jennifer Elaine | Director | Grant (A) | – | 6K | – | 12K | – | May 14, 2026 | May 15, 2026 | |||||||||
|
Roper Martin
· Director
Grant (A)
6K
|
Roper Martin | Director | Grant (A) | – | 6K | – | 33K | – | May 14, 2026 | May 15, 2026 | |||||||||
|
Siwak Todd B.
· Director
Grant (A)
6K
|
Siwak Todd B. | Director | Grant (A) | – | 6K | – | 10K | – | May 14, 2026 | May 15, 2026 | |||||||||
|
Lopez Gerardo I.
· Director
Grant (A)
6K
|
Lopez Gerardo I. | Director | Grant (A) | – | 6K | – | 12K | – | May 14, 2026 | May 15, 2026 | |||||||||
|
Gerke Thomas A.
· Director
Grant (A)
6K
|
Gerke Thomas A. | Director | Grant (A) | – | 6K | – | 17K | – | May 14, 2026 | May 15, 2026 | |||||||||
|
Romero Mercedes
· Director
Grant (A)
6K
|
Romero Mercedes | Director | Grant (A) | – | 6K | – | 6K | – | May 14, 2026 | May 15, 2026 | |||||||||
|
Francis Julie Maria
· Director
Grant (A)
150K
|
Francis Julie Maria | Director | Grant (A) | – | 150K | – | 150K | – | May 1, 2026 | May 1, 2026 | |||||||||
|
Roper Martin
· Director
Grant (A)
$39K
|
Roper Martin | Director | Grant (A) | $18.34 | 2K | $39K | 27K | – | Apr 2, 2026 | Apr 2, 2026 | |||||||||
|
Molamphy Kathleen Susan
· Officer
2 operations
16K
|
Molamphy Kathleen Susan | Officer | 2 operations | – | 16K | – | 29K | – | Mar 5, 2026 | Mar 6, 2026 | |||||||||
|
Gall Brandon
· Officer
2 operations
22K
|
Gall Brandon | Officer | 2 operations | – | 22K | – | 73K | – | Mar 5, 2026 | Mar 6, 2026 | |||||||||
|
Francis Julie Maria
· Director, Officer
Grant (A)
31K
|
Francis Julie Maria | Director, Officer | Grant (A) | – | 31K | – | 110K | – | Mar 5, 2026 | Mar 6, 2026 | |||||||||
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176 reporting institutions disclosed MGPI 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.