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Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing
NewAmendmentsAll
Stake type
ActivistPassive
Min % owned
≥10%≥20%
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All filings, new and amended.1–41 of 41
  • PassiveAmendment 4
    Nov 7, 2026
    WIW · Western Asset Inflation-Linked Opportunities & Income Fund
    Morgan Stanley
    10.1% · 6,182,834 shSEC
  • ActivistNew
    Nov 6, 2026
    ASPE · Aspen Neuroscience, Inc.
    Orbimed Advisors Llc
    12.3% · 3,589,132 shSEC
  • PassiveAmendment 2
    Nov 6, 2026
    CION Ares Diversified Credit Fund
    Sun Life Assurance Co of Canada
    12.6% · 118,000,000 shSEC
  • PassiveAmendment 2
    Nov 6, 2026
    CION Ares Diversified Credit Fund
    Sun Life Assurance Co of Canada
    12.6% · 118,000,000 shSEC
  • ActivistAmendment 14
    Nov 6, 2026
    SLDB · Solid Biosciences Inc.
    RA Capital Management, L.P.
    10.8% · 12,036,126 shSEC
  • PassiveAmendment 5
    Nov 6, 2026
    SLGL · Sol-Gel Technologies Ltd
    Opaleye Management Inc.
    16.49% · 540,000 shSEC
  • PassiveNew
    Nov 6, 2026
    PACB · Pacific Biosciences Of Calif
    T. Rowe Price Associates, Inc.
    10.8% · 33,445,993 shSEC
  • ActivistNew
    Nov 6, 2026
    GAUZ · Gauzy Ltd
    Manieu Alexandre Weinstein
    50% · 2,383,279 shSEC
  • PassiveNew
    Nov 6, 2026
    DHY · UBS Asset Management High Yield Credit Fund
    First Trust Portfolios L.P.
    17.25% · 2,383,661 shSEC
  • PassiveNew
    Nov 6, 2026
    ASPE · Aspen Neuroscience Inc
    Fmr Llc
    11.2% · 3,250,000 shSEC
  • PassiveNew
    Nov 6, 2026
    BYRN · Byrna Technologies Inc
    Fmr Llc
    15% · 3,510,708 shSEC
  • ActivistNew
    Nov 6, 2026
    VISM · Visium Technologies, Inc.
    Dr. Bo Niclas Adler
    48.8% · 620,000,003 shSEC
  • PassiveNew
    Nov 5, 2026
    AB Tax-Aware Credit Opportunities Fund
    Alliancebernstein L.P.
    100% · 6,605,004 shSEC
  • ActivistAmendment 8
    Nov 5, 2026
    UP · Wheels Up Experience Inc.
    Delta Air Lines, Inc.
    36.2% · 13,168,465 shSEC
  • ActivistAmendment 21
    Nov 5, 2026
    LYB · LyondellBasell Industries N.V.
    LYB Holdco LLC
    19.6% · 63,435,504 shSEC
  • PassiveNew
    Nov 5, 2026
    AB Tax-Aware Credit Opportunities Fund
    Alliancebernstein L.P.
    100% · 5,004 shSEC
  • ActivistAmendment 3
    Nov 5, 2026
    Calamos Aksia Hedged Strategies Fund
    Calamos Aksia Hedged Strategies Fund (Offshore), Ltd.
    31.4% · 2,699,390 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    TWST · Twist Bioscience Corp
    Fmr Llc
    14.4% · 9,535,193 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
    Fmr Llc
    16.5% · 25,932,422 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    ROIV · Roivant Sciences Ltd
    Fmr Llc
    11.8% · 85,575,552 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    MBX · Mbx Biosciences Inc
    Fmr Llc
    15% · 7,224,009 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    LYTS · Lsi Industries Inc
    Fmr Llc
    13.3% · 4,943,554 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    FVR · Frontview Reit Inc
    Fmr Llc
    12% · 2,928,548 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    CAI · Caris Life Sciences Inc
    Fmr Llc
    13.4% · 37,795,317 shSEC
  • PassiveAmendment 3
    Nov 5, 2026
    CRL · Charles River Laboratories International, Inc.
    Fmr Llc
    12.4% · 5,922,755 shSEC
  • PassiveAmendment 3
    Nov 5, 2026
    ACLS · Axcelis Technologies Inc
    Fmr Llc
    11.4% · 3,521,264 shSEC
  • PassiveAmendment 5
    Nov 5, 2026
    ALNT · Allient Inc
    Fmr Llc
    10.7% · 1,818,546 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    WEA · Western Asset Premier Bond Fund
    Sit Investment Associates Inc
    10.7% · 1,265,260 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    FINS · Angel Oak Financial Strategies Income Term Trust
    Sit Investment Associates Inc
    33.9% · 11,323,734 shSEC
  • PassiveNew
    Nov 5, 2026
    BSEM · Biostem Technologies, Inc.
    The PNC Financial Services Group, Inc.
    10.4% · 1,941,390 shSEC
  • PassiveNew
    Nov 4, 2026
    NAVI · Navient Holdings, Inc.
    BlackRock, Inc.
    11.2% · 10,403,897 shSEC
  • PassiveAmendment 11
    Nov 4, 2026
    MHK · Mohawk Industries Inc
    BlackRock, Inc.
    10.4% · 6,037,476 shSEC
  • PassiveAmendment 6
    Nov 4, 2026
    iShares iBonds 2033 Term High Yield and Income ETF
    BlackRock Portfolio Management LLC
    50% · 400,000 shSEC
  • PassiveNew
    Nov 4, 2026
    iShares Future Robotics and Related Technologies Active ETF
    BlackRock Portfolio Management LLC
    66.7% · 400,000 shSEC
  • ActivistNew
    Nov 4, 2026
    Constitution Capital Access Fund, LLC
    Universities Superannuation Scheme Ltd as sole corporate trustee for Universities Superannuation Scheme
    63.6% · 42,437,240 shSEC
  • ActivistAmendment 3
    Nov 3, 2026
    SAFX · XCF Global, Inc.
    Majique Ladnier
    45.3% · 270,564,516 shSEC
  • PassiveNew
    Nov 3, 2026
    SMX · SMX (Security Matters) PLC
    Forsakringsaktiebolaget Avanza Pension
    12.52% · 136,307 shSEC
  • PassiveAmendment 4
    Nov 2, 2026
    NMCO · Nuveen Municipal Credit Opportunities Fund
    JPMorgan Chase Bank, National Association
    24.5% · 990 shSEC
  • PassiveAmendment 11
    Oct 30, 2026
    TATT · TAT Technologies Ltd
    Meitav Investment House Ltd
    19.48% · 2,528,804 shSEC
  • ActivistNew
    Oct 30, 2026
    LUDG · Ludwig Enterprises, Inc.
    Foxo Technologies Inc.
    74.9% · 500,000,000 shSEC
  • PassiveAmendment 16
    Oct 29, 2026
    ACP · abrdn Income Credit Strategies Fund
    UBS Group AG
    28.8% · 461,313 shSEC