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.1–14 of 14
  • ActivistNew
    Nov 6, 2026
    GAUZ · Gauzy Ltd
    Manieu Alexandre Weinstein
    50% · 2,383,279 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
  • 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 4
    Nov 5, 2026
    FINS · Angel Oak Financial Strategies Income Term Trust
    Sit Investment Associates Inc
    33.9% · 11,323,734 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
  • PassiveAmendment 4
    Nov 2, 2026
    NMCO · Nuveen Municipal Credit Opportunities Fund
    JPMorgan Chase Bank, National Association
    24.5% · 990 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