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.1–6 of 6
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 826 shSEC
- ActivistAmendment 6Nov 9, 2026Leonard M. Tannenbaum28.5% · 6,269,981 shSEC
- ActivistAmendment 10Nov 9, 2026Leonard M. Tannenbaum32.6% · 7,308,514 shSEC
- PassiveNewNov 6, 2026Alger Russell Innovation ETFAlger Associates, Inc. 13-301798124.9% · 99,482 shSEC
- PassiveAmendment 2Nov 5, 2026TCO Group Holdings, L.P.74.08% · 101,076,555 shSEC
- ActivistNewNov 4, 2026Constitution Capital Access Fund, LLCUniversities Superannuation Scheme Ltd as sole corporate trustee for Universities Superannuation Scheme63.6% · 42,437,240 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
ActivistAmendment 1 | MPA | Toronto Dominion Investments, Inc. in Blackrock Muniyield Pennsylvania Quality Fund | 100% | 826 | Nov 10, 2026 | SEC |
ActivistAmendment 6 | SUNS | Leonard M. Tannenbaum in Sunrise Realty Trust, Inc. | 28.5% | 6,269,981 | Nov 9, 2026 | SEC |
ActivistAmendment 10 | AFCG | Leonard M. Tannenbaum in Advanced Flower Capital Inc. | 32.6% | 7,308,514 | Nov 9, 2026 | SEC |
PassiveNew | — | Alger Associates, Inc. 13-3017981 in Alger Russell Innovation ETF | 24.9% | 99,482 | Nov 6, 2026 | SEC |
PassiveAmendment 2 | INNV | TCO Group Holdings, L.P. in InnovAge Holding Corp. | 74.08% | 101,076,555 | Nov 5, 2026 | SEC |
ActivistNew | — | Universities Superannuation Scheme Ltd as sole corporate trustee for Universities Superannuation Scheme in Constitution Capital Access Fund, LLC | 63.6% | 42,437,240 | Nov 4, 2026 | SEC |