Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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All filings, new and amended.1–4 of 4
- PassiveAmendment 4Nov 5, 2026Sit Investment Associates Inc10.7% · 1,265,260 shSEC
- PassiveAmendment 1Nov 5, 2026First Trust Exchange-Traded Fund ViiiPrecedent Wealth Partners, Llc10.6% · 355,070 shSEC
- PassiveAmendment 1Nov 5, 2026Advisors' Inner Circle Fund IIIForvis Mazars Wealth Advisors, LLC10.19% · 2,235,086 shSEC
- PassiveNewOct 28, 2026PRIMECAP Odyssey FundsPrinciple Wealth Partners LLC37.2% · 7,171,893 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 4 | WEA | Sit Investment Associates Inc in Western Asset Premier Bond Fund | 10.7% | 1,265,260 | Nov 5, 2026 | SEC |
PassiveAmendment 1 | — | Precedent Wealth Partners, Llc in First Trust Exchange-Traded Fund Viii | 10.6% | 355,070 | Nov 5, 2026 | SEC |
PassiveAmendment 1 | — | Forvis Mazars Wealth Advisors, LLC in Advisors' Inner Circle Fund III | 10.19% | 2,235,086 | Nov 5, 2026 | SEC |
PassiveNew | — | Principle Wealth Partners LLC in PRIMECAP Odyssey Funds | 37.2% | 7,171,893 | Oct 28, 2026 | SEC |