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 148
  • PassiveAmendment 5Below 5%
    Nov 5, 2026
    BYRN · Byrna Technologies Inc
    Fmr Llc
    2.5% · 596,238 shSEC
  • PassiveAmendment 3
    Nov 5, 2026
    CRL · Charles River Laboratories International, Inc.
    Fmr Llc
    12.4% · 5,922,755 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    AVR · Anteris Technologies Global Corp
    Fmr Llc
    8.7% · 8,484,333 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    ATMU · Atmus Filtration Technologies Inc
    Fmr Llc
    5.4% · 4,381,251 shSEC
  • PassiveAmendment 3
    Nov 5, 2026
    ACLS · Axcelis Technologies Inc
    Fmr Llc
    11.4% · 3,521,264 shSEC
  • PassiveAmendment 1Below 5%
    Nov 5, 2026
    ANF · Abercrombie & Fitch Co
    Fmr Llc
    2.6% · 1,120,403 shSEC
  • PassiveAmendment 5
    Nov 5, 2026
    ALNT · Allient Inc
    Fmr Llc
    10.7% · 1,818,546 shSEC
  • PassiveNew
    Nov 5, 2026
    FRGT · Freight Technologies, Inc.
    UBS Group AG
    8.4% · 48,074 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    WEA · Western Asset Premier Bond Fund
    Sit Investment Associates Inc
    10.7% · 1,265,260 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 2Below 5%
    Nov 5, 2026
    ARRY · Array Technologies, Inc.
    Voya Financial, Inc.
    0.2% · 355,810 shSEC
  • PassiveNew
    Nov 5, 2026
    BSEM · Biostem Technologies, Inc.
    The PNC Financial Services Group, Inc.
    10.4% · 1,941,390 shSEC
  • PassiveAmendment 3Below 5%
    Nov 4, 2026
    Forte Biosciences, Inc.
    Tybourne Capital Management (Hk) Ltd
    0% · 0 shSEC
  • PassiveNew
    Nov 4, 2026
    NAVI · Navient Holdings, Inc.
    BlackRock, Inc.
    11.2% · 10,403,897 shSEC
  • PassiveAmendment 11
    Nov 4, 2026
    MHK · Mohawk Industries Inc
    BlackRock, Inc.
    10.4% · 6,037,476 shSEC
  • PassiveAmendment 13Below 5%
    Nov 4, 2026
    NAVI · Navient LLC
    BlackRock, Inc.
    0% · 0 shSEC
  • PassiveAmendment 1Below 5%
    Nov 4, 2026
    iShares Future AI Beneficiaries ETF
    BlackRock Portfolio Management LLC
    2.1% · 200,000 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
  • PassiveAmendment 1Below 5%
    Nov 4, 2026
    INN · Summit Hotel Properties, Inc.
    UBS Group AG
    0% · 0 shSEC
  • ActivistAmendment 27
    Nov 4, 2026
    Pimco Flexible Real Estate Income Fund
    Daniel J Ivascyn
    5.5% · 4,138,497 shSEC
  • PassiveAmendment 9
    Nov 3, 2026
    IEHC · IEH Corporation
    Zeff Capital, LP
    7.9% · 195,854 shSEC
  • PassiveAmendment 3
    Nov 3, 2026
    CTKB · Cytek Biosciences, Inc.
    Millennium Management LLC
    5.6% · 7,281,488 shSEC
  • ActivistAmendment 3
    Nov 3, 2026
    VISM · Visium Technologies, Inc.
    Mark B. Lucky
    9.43% · 119,746,869 shSEC
  • PassiveAmendment 21
    Nov 3, 2026
    Advantage Oil & Gas Ltd.
    Mackenzie Financial Corp
    9.9% · 16,667,817 shSEC
  • PassiveAmendment 7
    Nov 3, 2026
    CSIQ · Canadian Solar Inc.
    Mackenzie Financial Corp
    7.9% · 5,383,562 shSEC
  • PassiveNewBelow 5%
    Nov 3, 2026
    RILY · BRC Group Holdings Inc
    Daniel Asher
    4.89% · 1,965,376 shSEC
  • PassiveAmendment 13Below 5%
    Nov 3, 2026
    STN · Stantec Inc
    Mackenzie Financial Corp
    0.9% · 1,001,770 shSEC
  • PassiveAmendment 7Below 5%
    Nov 3, 2026
    CAE · Cae Inc
    Mackenzie Financial Corp
    2.4% · 7,616,792 shSEC
  • PassiveNew
    Nov 3, 2026
    RNAQ · Rainier Acquisition Corporation
    Sio Capital Management, LLC
    5.67% · 500,000 shSEC
  • PassiveNew
    Nov 3, 2026
    ENVB · Enveric Biosciences, Inc.
    Sio Capital Management, LLC
    7.37% · 330,000 shSEC
  • PassiveAmendment 1
    Nov 3, 2026
    DTIL · Precision BioSciences, Inc.
    Octagon Capital Advisors LP
    5.73% · 1,651,497 shSEC
  • ActivistAmendment 1
    Nov 3, 2026
    PRFX · PRF Technologies Ltd.
    S.H.N. Financial Investments Ltd.
    5.716% · 200,000 shSEC
  • PassiveNew
    Nov 3, 2026
    ZONE · Zone Frontier, Inc.
    Chris Kostopoulos
    5.66% · 480,845 shSEC
  • ActivistAmendment 3
    Nov 3, 2026
    SAFX · XCF Global, Inc.
    Majique Ladnier
    45.3% · 270,564,516 shSEC
  • PassiveAmendment 4
    Nov 3, 2026
    ARRY · Array Technologies Inc
    Grantham, Mayo, Van Otterloo & Co. LLC
    9.52% · 14,672,398 shSEC
  • PassiveNew
    Nov 3, 2026
    ASPE · Aspen Neuroscience, Inc.
    Qatar Investment Authority
    6.7% · 1,933,330 shSEC
  • PassiveNew
    Nov 3, 2026
    SMX · SMX (Security Matters) PLC
    Forsakringsaktiebolaget Avanza Pension
    12.52% · 136,307 shSEC
  • PassiveNew
    Nov 2, 2026
    HURC · Hurco Companies, Inc.
    Carl K. Oppenheimer
    7.11% · 460,499 shSEC
  • PassiveAmendment 1
    Nov 2, 2026
    LUMN · Lumen Technologies, Inc.
    Dan Hagan
    7.3% · 75,000,000 shSEC
  • PassiveAmendment 1
    Nov 2, 2026
    BEPC · Brookfield Renewable Corp
    ClearBridge Investments Ltd
    7% · 10,630,742 shSEC
  • ActivistAmendment 4
    Nov 2, 2026
    BSET · Bassett Furniture Industries Inc
    Auto Services Company, Inc.
    5.5% · 456,317 shSEC
  • PassiveAmendment 4
    Nov 2, 2026
    NMCO · Nuveen Municipal Credit Opportunities Fund
    JPMorgan Chase Bank, National Association
    24.5% · 990 shSEC
  • PassiveAmendment 2
    Nov 2, 2026
    TEVA · Teva Pharmaceutical Industries Ltd.
    Harel Insurance Investments & Financial Services Ltd.
    6% · 70,418,201 shSEC
  • ActivistAmendment 1
    Oct 31, 2026
    FSP · Franklin Street Properties Corp /Ma/
    Powell Anderson Capital Partners LLC
    8% · 8,294,084 shSEC
  • ActivistNew
    Oct 30, 2026
    IVAI · Ives Ultra AI Opportunities Inc.
    YA II PN, Ltd.
    9.4% · 2,500,000 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    UMH · UMH Properties Inc
    Vanguard Portfolio Management
    4.99% · 4,266,820 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    TYL · Tyler Technologies Inc
    Vanguard Portfolio Management
    4.86% · 1,991,723 shSEC
  • PassiveNew
    Oct 30, 2026
    GTM · ZoomInfo Technologies Inc
    Vanguard Portfolio Management
    5.39% · 15,697,805 shSEC