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.51–100 of 150
- PassiveAmendment 7Below 5%Nov 4, 2026iShares Infrastructure Active ETFBlackRock Portfolio Management LLC3.6% · 154,536 shSEC
- PassiveAmendment 5Nov 4, 2026iShares Nasdaq Premium Income Active ETFBlackRock Portfolio Management LLC25.1% · 200,656 shSEC
- ActivistNewNov 4, 2026Constitution Capital Access Fund, LLCUniversities Superannuation Scheme Ltd as sole corporate trustee for Universities Superannuation Scheme63.6% · 42,437,240 shSEC
- PassiveAmendment 4Below 5%Nov 4, 2026iSHARES TRUSTItau USA Asset Management Inc.0.1% · 27,286 shSEC
- ActivistAmendment 4Nov 4, 2026Oasis Management Company Ltd.21.9% · 13,338,297 shSEC
- ActivistAmendment 27Nov 4, 2026Pimco Flexible Real Estate Income FundDaniel J Ivascyn5.5% · 4,138,497 shSEC
- ActivistAmendment 8Nov 3, 2026Thomas C. Priore56.4% · 46,600,996 shSEC
- ActivistNewNov 3, 2026Gregory D. Wasson21.6% · 18,750,000 shSEC
- PassiveAmendment 21Nov 3, 2026Advantage Oil & Gas Ltd.Mackenzie Financial Corp9.9% · 16,667,817 shSEC
- PassiveNewBelow 5%Nov 3, 2026Daniel Asher4.89% · 1,965,376 shSEC
- ActivistAmendment 3Nov 3, 2026Oasis Management Co Ltd.9.6% · 3,429,033 shSEC
- PassiveAmendment 2Below 5%Nov 3, 2026Coastlands Capital LP4.99% · 655,975 shSEC
- ActivistAmendment 3Nov 3, 2026Fung & Tun Limited22.8% · 949,452 shSEC
- PassiveNewNov 3, 2026Qatar Investment Authority6.7% · 1,933,330 shSEC
- PassiveAmendment 2Below 5%Nov 3, 2026Azora Therapeutics, Inc.Coastlands Capital LP4.99% · 655,975 shSEC
- ActivistNewNov 3, 2026Mary S. Dolan, as a Trustee of certain trusts described herein13.2% · 1,493,236 shSEC
- PassiveAmendment 1Below 5%Nov 2, 2026GIC Private Limited0% · 0 shSEC
- PassiveAmendment 7Nov 2, 2026Pacific Gas & Electric CompanyStonehill Capital Management LLC6.9% · 716,125 shSEC
- PassiveAmendment 5Nov 2, 2026Cormorant Asset Management, LP7.76% · 1,500,000 shSEC
- ActivistAmendment 4Nov 2, 2026Auto Services Company, Inc.5.5% · 456,317 shSEC
- ActivistAmendment 14Nov 2, 2026AMG BBH Asset-Backed Credit Fund, LLCBrown Brothers Harriman & Co69.56% · 4,163,987 shSEC
- PassiveAmendment 4Nov 2, 2026JPMorgan Chase Bank, National Association24.5% · 990 shSEC
- PassiveAmendment 1Below 5%Nov 2, 2026TB Alternative Assets Ltd4.23% · 83,353,200 shSEC
- PassiveAmendment 1Nov 2, 2026Fasturn Overseas Limited5.61% · 110,581,200 shSEC
- PassiveAmendment 27Oct 30, 2026Alan Trefler47.8% · 79,095,963 shSEC
- PassiveAmendment 6Oct 30, 2026Bovopoulos Andreas6.9% · 6,930,412 shSEC
- ActivistAmendment 8Oct 30, 2026Karpus Management, Inc.38.82% · 9,052,797 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.11% · 3,530,140 shSEC
- PassiveNewOct 30, 2026Vanguard Portfolio Management5.94% · 6,012,770 shSEC
- PassiveAmendment 3Oct 30, 2026Raymond James & Associates7% · 605,807 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.93% · 3,458,759 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Raymond James & Associates0% · 109,778 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.9% · 7,818,862 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Portfolio Management6.22% · 9,911,206 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.74% · 2,642,655 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.84% · 6,830,969 shSEC
- PassiveAmendment 4Oct 30, 2026Raymond James & Associates11% · 2,580,734 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Capital Management4.83% · 4,382,030 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5% · 482,011 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5.23% · 1,087,569 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5.13% · 3,720,747 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Capital Management4.82% · 3,330,213 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Capital Management4.97% · 417,925 shSEC
- PassiveAmendment 2Below 5%Oct 30, 2026Vanguard Capital Management4.97% · 737,613 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5.07% · 26,107,633 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Capital Management4.94% · 28,809,741 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5.11% · 11,694,744 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Capital Management4.92% · 2,255,384 shSEC
- PassiveNewOct 30, 2026Vanguard Capital Management5.11% · 15,330,194 shSEC
- PassiveAmendment 1Oct 30, 2026Vanguard Capital Management6.35% · 725,379 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 7Below 5% | — | BlackRock Portfolio Management LLC in iShares Infrastructure Active ETF | 3.6% | 154,536 | 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 |
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 |
PassiveAmendment 4Below 5% | — | Itau USA Asset Management Inc. in iSHARES TRUST | 0.1% | 27,286 | 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 |
ActivistAmendment 27 | — | Daniel J Ivascyn in Pimco Flexible Real Estate Income Fund | 5.5% | 4,138,497 | Nov 4, 2026 | SEC |
ActivistAmendment 8 | PRTH | Thomas C. Priore in Priority Technology Holdings, Inc. | 56.4% | 46,600,996 | Nov 3, 2026 | SEC |
ActivistNew | ADMT | Gregory D. Wasson in ADM Tronics Unlimited, Inc. | 21.6% | 18,750,000 | Nov 3, 2026 | SEC |
PassiveAmendment 21 | — | Mackenzie Financial Corp in Advantage Oil & Gas Ltd. | 9.9% | 16,667,817 | Nov 3, 2026 | SEC |
PassiveNewBelow 5% | RILY | Daniel Asher in BRC Group Holdings Inc | 4.89% | 1,965,376 | Nov 3, 2026 | SEC |
ActivistAmendment 3 | MTN | Oasis Management Co Ltd. in Vail Resorts Inc | 9.6% | 3,429,033 | Nov 3, 2026 | SEC |
PassiveAmendment 2Below 5% | ADIL | Coastlands Capital LP in Azora Therapeutics, Inc. | 4.99% | 655,975 | Nov 3, 2026 | SEC |
ActivistAmendment 3 | MSGY | Fung & Tun Limited in Masonglory Ltd | 22.8% | 949,452 | Nov 3, 2026 | SEC |
PassiveNew | ASPE | Qatar Investment Authority in Aspen Neuroscience, Inc. | 6.7% | 1,933,330 | Nov 3, 2026 | SEC |
PassiveAmendment 2Below 5% | — | Coastlands Capital LP in Azora Therapeutics, Inc. | 4.99% | 655,975 | Nov 3, 2026 | SEC |
ActivistNew | MSGR | Mary S. Dolan, as a Trustee of certain trusts described herein in MSG Rangers Corp. | 13.2% | 1,493,236 | Nov 3, 2026 | SEC |
PassiveAmendment 1Below 5% | WBI | GIC Private Limited in WaterBridge Infrastructure LLC | 0% | 0 | Nov 2, 2026 | SEC |
PassiveAmendment 7 | — | Stonehill Capital Management LLC in Pacific Gas & Electric Company | 6.9% | 716,125 | Nov 2, 2026 | SEC |
PassiveAmendment 5 | CRBP | Cormorant Asset Management, LP in Corbus Pharmaceuticals Holdings, Inc. | 7.76% | 1,500,000 | Nov 2, 2026 | SEC |
ActivistAmendment 4 | BSET | Auto Services Company, Inc. in Bassett Furniture Industries Inc | 5.5% | 456,317 | Nov 2, 2026 | SEC |
ActivistAmendment 14 | — | Brown Brothers Harriman & Co in AMG BBH Asset-Backed Credit Fund, LLC | 69.56% | 4,163,987 | Nov 2, 2026 | SEC |
PassiveAmendment 4 | NMCO | JPMorgan Chase Bank, National Association in Nuveen Municipal Credit Opportunities Fund | 24.5% | 990 | Nov 2, 2026 | SEC |
PassiveAmendment 1Below 5% | YJ | TB Alternative Assets Ltd in Yunji Inc. | 4.23% | 83,353,200 | Nov 2, 2026 | SEC |
PassiveAmendment 1 | YJ | Fasturn Overseas Limited in Yunji Inc. | 5.61% | 110,581,200 | Nov 2, 2026 | SEC |
PassiveAmendment 27 | PEGA | Alan Trefler in Pegasystems Inc. | 47.8% | 79,095,963 | Oct 30, 2026 | SEC |
PassiveAmendment 6 | COSM | Bovopoulos Andreas in Cosmos Health Inc. | 6.9% | 6,930,412 | Oct 30, 2026 | SEC |
ActivistAmendment 8 | WIA | Karpus Management, Inc. in Western Asset Inflation-Linked Income Fund | 38.82% | 9,052,797 | Oct 30, 2026 | SEC |
PassiveNew | TPL | Vanguard Portfolio Management in Texas Pacific Land Corp | 5.11% | 3,530,140 | Oct 30, 2026 | SEC |
PassiveNew | KGS | Vanguard Portfolio Management in Kodiak Gas Services Inc | 5.94% | 6,012,770 | Oct 30, 2026 | SEC |
PassiveAmendment 3 | PPIH | Raymond James & Associates in Perma-Pipe International Holdings, Inc. | 7% | 605,807 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | JKHY | Vanguard Portfolio Management in Jack Henry & Associates Inc | 4.93% | 3,458,759 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | IAE | Raymond James & Associates in Voya Asia Pacific High Dividend Equity Income Fund | 0% | 109,778 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | ASAN | Vanguard Portfolio Management in Asana Inc | 4.9% | 7,818,862 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | FSLY | Vanguard Portfolio Management in Fastly Inc | 6.22% | 9,911,206 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | ASTH | Vanguard Portfolio Management in Astrana Health Inc | 4.74% | 2,642,655 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | HAS | Vanguard Portfolio Management in Hasbro Inc | 4.84% | 6,830,969 | Oct 30, 2026 | SEC |
PassiveAmendment 4 | HGLB | Raymond James & Associates in Highland Global Allocation Fund | 11% | 2,580,734 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | VSTM | Vanguard Capital Management in Verastem Inc | 4.83% | 4,382,030 | Oct 30, 2026 | SEC |
PassiveNew | NWPX | Vanguard Capital Management in NWPX Infrastructure Inc | 5% | 482,011 | Oct 30, 2026 | SEC |
PassiveNew | CASH | Vanguard Capital Management in Pathward Financial Inc | 5.23% | 1,087,569 | Oct 30, 2026 | SEC |
PassiveNew | SWX | Vanguard Capital Management in Southwest Gas Holdings Inc | 5.13% | 3,720,747 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | OSUR | Vanguard Capital Management in OraSure Technologies Inc | 4.82% | 3,330,213 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | SDHC | Vanguard Capital Management in Smith Douglas Homes Corp | 4.97% | 417,925 | Oct 30, 2026 | SEC |
PassiveAmendment 2Below 5% | NLOP | Vanguard Capital Management in NET Lease Office Properties | 4.97% | 737,613 | Oct 30, 2026 | SEC |
PassiveNew | TOST | Vanguard Capital Management in Toast Inc | 5.07% | 26,107,633 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | ONDS | Vanguard Capital Management in Ondas Inc | 4.94% | 28,809,741 | Oct 30, 2026 | SEC |
PassiveNew | EBC | Vanguard Capital Management in Eastern Bankshares Inc | 5.11% | 11,694,744 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | ASH | Vanguard Capital Management in Ashland Inc | 4.92% | 2,255,384 | Oct 30, 2026 | SEC |
PassiveNew | ASTS | Vanguard Capital Management in AST SpaceMobile Inc | 5.11% | 15,330,194 | Oct 30, 2026 | SEC |
PassiveAmendment 1 | ASPS | Vanguard Capital Management in Altisource Portfolio Solutions SA | 6.35% | 725,379 | Oct 30, 2026 | SEC |