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.1–27 of 27
- ActivistAmendment 25Nov 14, 2026Thomson Investments Limited70.34% · 304,903,283 shSEC
- PassiveAmendment 1Nov 13, 2026Neil Chheda24% · 51,744,733 shSEC
- ActivistAmendment 1Nov 13, 2026NYLIM MacKay Muni Income Opportunities FundNYLIM Capital LLC80.6% · 5,438,663 shSEC
- PassiveAmendment 5Nov 13, 2026Invesco Real Estate Income Trust Inc.First Trust Capital Management L.P.46.65% · 1,814,270 shSEC
- PassiveNewNov 13, 2026XAI CLO & Income Opportunities FundWells Fargo & Company43.6% · 826,345 shSEC
- ActivistAmendment 2Nov 13, 2026WANG Zixi77.27% · 10,625,237 shSEC
- PassiveAmendment 9Nov 12, 2026Newport Trust Company, LLC37.03% · 4,391,213 shSEC
- ActivistAmendment 33Nov 10, 2026Erik M. Herzfeld, et al.31.83% · 611,527 shSEC
- ActivistAmendment 40Nov 10, 2026Thomas J. Herzfeld, et al.38.16% · 733,098 shSEC
- ActivistAmendment 2Nov 10, 2026Toronto Dominion Investments Llc100% · 5,877 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 2,319 shSEC
- ActivistAmendment 3Nov 10, 2026Toronto Dominion Investments, Inc.39.8% · 2,010 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 826 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 116 shSEC
- ActivistAmendment 5Nov 10, 2026Turlov Timur R64.91% · 41,405,112 shSEC
- ActivistAmendment 5Nov 9, 2026Diamondback Energy, Inc.43.1% · 145,972,177 shSEC
- ActivistAmendment 3Nov 9, 2026Thoma Bravo UGP, LLC28.3% · 50,090,643 shSEC
- ActivistAmendment 5Nov 7, 2026Anthony Pompliano20% · 15,101,020 shSEC
- ActivistAmendment 1Nov 6, 2026Thomas F. Frist, Jr.33.8% · 70,536,810 shSEC
- PassiveAmendment 6Nov 6, 2026Eagle Point Credit Management LLC23.3% · 321,304 shSEC
- ActivistNewNov 5, 2026Third Point Private Capital Income FundThird Point LLC100% · 161,000 shSEC
- PassiveAmendment 7Nov 5, 2026Sit Investment Associates Inc37.7% · 24,026,295 shSEC
- PassiveAmendment 4Nov 5, 2026Sit Investment Associates Inc33.9% · 11,323,734 shSEC
- PassiveAmendment 6Nov 4, 2026iShares iBonds 2033 Term High Yield and Income ETFBlackRock Portfolio Management LLC50% · 400,000 shSEC
- PassiveAmendment 5Nov 4, 2026iShares Nasdaq Premium Income Active ETFBlackRock Portfolio Management LLC25.1% · 200,656 shSEC
- ActivistAmendment 4Nov 4, 2026Clarion Partners Real Estate Income Fund Inc.Franklin Templeton, Inc.48.2% · 93,329 shSEC
- ActivistAmendment 4Nov 4, 2026Oasis Management Company Ltd.21.9% · 13,338,297 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
ActivistAmendment 25 | TRI | Thomson Investments Limited in Thomson Reuters Corp /Can/ | 70.34% | 304,903,283 | Nov 14, 2026 | SEC |
PassiveAmendment 1 | EQPT | Neil Chheda in EquipmentShare.com Inc | 24% | 51,744,733 | Nov 13, 2026 | SEC |
ActivistAmendment 1 | — | NYLIM Capital LLC in NYLIM MacKay Muni Income Opportunities Fund | 80.6% | 5,438,663 | Nov 13, 2026 | SEC |
PassiveAmendment 5 | — | First Trust Capital Management L.P. in Invesco Real Estate Income Trust Inc. | 46.65% | 1,814,270 | Nov 13, 2026 | SEC |
PassiveNew | — | Wells Fargo & Company in XAI CLO & Income Opportunities Fund | 43.6% | 826,345 | Nov 13, 2026 | SEC |
ActivistAmendment 2 | MGRT | WANG Zixi in Mega Fortune Company Limited | 77.27% | 10,625,237 | Nov 13, 2026 | SEC |
PassiveAmendment 9 | DDS | Newport Trust Company, LLC in Dillard'S, Inc. | 37.03% | 4,391,213 | Nov 12, 2026 | SEC |
ActivistAmendment 33 | HERZ | Erik M. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc. | 31.83% | 611,527 | Nov 10, 2026 | SEC |
ActivistAmendment 40 | HERZ | Thomas J. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc. | 38.16% | 733,098 | Nov 10, 2026 | SEC |
ActivistAmendment 2 | MYI | Toronto Dominion Investments Llc in Blackrock Muniyield Quality Fund Iii, Inc. | 100% | 5,877 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | MIY | Toronto Dominion Investments, Inc. in Blackrock Muniyield Michigan Quality Fund, Inc. | 100% | 2,319 | Nov 10, 2026 | SEC |
ActivistAmendment 3 | MYN | Toronto Dominion Investments, Inc. in Blackrock Muniyield New York Quality Fund, Inc. | 39.8% | 2,010 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | MPA | Toronto Dominion Investments, Inc. in Blackrock Muniyield Pennsylvania Quality Fund | 100% | 826 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | BHV | Toronto Dominion Investments, Inc. in Blackrock Virginia Municipal Bond Trust | 100% | 116 | Nov 10, 2026 | SEC |
ActivistAmendment 5 | FRHC | Turlov Timur R in Freedom Holding Corp. | 64.91% | 41,405,112 | Nov 10, 2026 | SEC |
ActivistAmendment 5 | VNOM | Diamondback Energy, Inc. in Viper Energy, Inc. | 43.1% | 145,972,177 | Nov 9, 2026 | SEC |
ActivistAmendment 3 | NABL | Thoma Bravo UGP, LLC in N-able, Inc. | 28.3% | 50,090,643 | Nov 9, 2026 | SEC |
ActivistAmendment 5 | SVIA | Anthony Pompliano in Silvia, Inc. | 20% | 15,101,020 | Nov 7, 2026 | SEC |
ActivistAmendment 1 | HCA | Thomas F. Frist, Jr. in HCA Healthcare, Inc. | 33.8% | 70,536,810 | Nov 6, 2026 | SEC |
PassiveAmendment 6 | PDCC | Eagle Point Credit Management LLC in Pearl Diver Credit Company Inc. | 23.3% | 321,304 | Nov 6, 2026 | SEC |
ActivistNew | — | Third Point LLC in Third Point Private Capital Income Fund | 100% | 161,000 | Nov 5, 2026 | SEC |
PassiveAmendment 7 | TSI | Sit Investment Associates Inc in TCW Strategic Income Fund, Inc. | 37.7% | 24,026,295 | Nov 5, 2026 | SEC |
PassiveAmendment 4 | FINS | Sit Investment Associates Inc in Angel Oak Financial Strategies Income Term Trust | 33.9% | 11,323,734 | Nov 5, 2026 | SEC |
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares iBonds 2033 Term High Yield and Income ETF | 50% | 400,000 | Nov 4, 2026 | SEC |
PassiveAmendment 5 | — | BlackRock Portfolio Management LLC in iShares Nasdaq Premium Income Active ETF | 25.1% | 200,656 | Nov 4, 2026 | SEC |
ActivistAmendment 4 | — | Franklin Templeton, Inc. in Clarion Partners Real Estate Income Fund Inc. | 48.2% | 93,329 | Nov 4, 2026 | SEC |
ActivistAmendment 4 | NTPIF | Oasis Management Company Ltd. in Nam Tai Property Inc. | 21.9% | 13,338,297 | Nov 4, 2026 | SEC |