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.101–149 of 149
- PassiveNewOct 30, 2026First Trust Portfolios L.P.5.87% · 9,878,789 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026First Trust Portfolios L.P.4.24% · 1,535,624 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026First Trust Portfolios L.P.4% · 607,135 shSEC
- PassiveNewOct 30, 2026First Trust Portfolios L.P.6.71% · 1,370,274 shSEC
- PassiveNewOct 29, 2026Hack Seed Fund II LP5.9% · 2,000,000 shSEC
- PassiveAmendment 12Oct 29, 2026Corley Thomas John19.5% · 1,051,800 shSEC
- PassiveAmendment 1Below 5%Oct 29, 2026Principal Global Investors4.9% · 1,500,897 shSEC
- PassiveAmendment 6Below 5%Oct 29, 2026Principal Global Investors, Llc2.8% · 13,054,426 shSEC
- PassiveAmendment 2Oct 29, 2026Royce & Associates Lp6.55% · 1,244,479 shSEC
- PassiveAmendment 3Below 5%Oct 29, 2026Royce & Associates Lp3.91% · 719,648 shSEC
- PassiveAmendment 18Below 5%Oct 29, 2026Royce & Associates Lp0.848% · 700,750 shSEC
- ActivistAmendment 3Below 5%Oct 29, 2026TB Alternative Assets Ltd.0% · 0 shSEC
- ActivistAmendment 3Oct 29, 2026Auto Services Company, Inc.8.7% · 756,317 shSEC
- ActivistAmendment 4Below 5%Oct 28, 2026Vivek Ramaswamy4.6% · 5,693,897 shSEC
- PassiveAmendment 5Oct 28, 2026Mink Brook Capital GP LLC9.9% · 898,105 shSEC
- PassiveAmendment 1Oct 28, 2026PennantPark Enhanced Income FundThomas J. Herzfeld Advisors, Inc.6.45% · 51,335 shSEC
- PassiveAmendment 3Oct 28, 2026M3 Funds, LLC9.83% · 4,690,176 shSEC
- PassiveNewOct 28, 2026Squadron Master Fund LP5.1% · 1,700,000 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Jennison Associates LLC0% · 0 shSEC
- PassiveNewOct 28, 2026Jennison Associates LLC5.5% · 5,332,068 shSEC
- PassiveAmendment 1Oct 28, 2026Jennison Associates LLC7.7% · 1,101,652 shSEC
- PassiveAmendment 5Oct 28, 2026Jennison Associates LLC8.8% · 3,580,467 shSEC
- PassiveNewOct 28, 2026Bank Of America Corp /De/6.4% · 2,133,861 shSEC
- PassiveAmendment 1Oct 28, 2026Franklin Templeton, Inc.5.6% · 2,547,004 shSEC
- PassiveNewOct 28, 2026BIT Capital GmbH5.9% · 8,148,280 shSEC
- PassiveAmendment 1Below 5%Oct 28, 2026Ophir Asset Management Pty Ltd0% · 0 shSEC
- ActivistAmendment 2Oct 28, 2026Fung & Tun Limited32.3% · 1,130,500 shSEC
- ActivistAmendment 4Oct 27, 2026Pappas James C10.3% · 1,944,276 shSEC
- PassiveAmendment 5Oct 27, 2026Ascent Partners Fund LLC9.99% · 316,600 shSEC
- PassiveAmendment 1Oct 27, 2026Ascent Partners Fund LLC9.99% · 636,262 shSEC
- PassiveAmendment 2Below 5%Oct 27, 2026Ascent Partners Fund LLC9.9% · 163,982 shSEC
- PassiveAmendment 17Oct 27, 2026BlackRock, Inc.15.1% · 10,928,736 shSEC
- PassiveAmendment 20Oct 27, 2026BlackRock, Inc.12.8% · 2,249,991 shSEC
- PassiveAmendment 1Oct 27, 2026BlackRock, Inc.6.2% · 34,857,826 shSEC
- PassiveAmendment 2Oct 27, 2026BlackRock, Inc.9.2% · 38,244,089 shSEC
- PassiveAmendment 6Oct 27, 2026BlackRock, Inc.12.4% · 6,665,545 shSEC
- PassiveAmendment 17Oct 27, 2026BlackRock, Inc.11.2% · 21,086,676 shSEC
- PassiveNewOct 27, 2026BlackRock, Inc.5% · 3,287,021 shSEC
- PassiveAmendment 2Oct 27, 2026BlackRock, Inc.7.9% · 15,872,685 shSEC
- PassiveAmendment 12Oct 27, 2026BlackRock, Inc.13.8% · 8,675,382 shSEC
- PassiveNewOct 27, 2026BlackRock, Inc.7% · 7,061,757 shSEC
- PassiveNewOct 27, 2026BlackRock, Inc.5.4% · 16,115,870 shSEC
- PassiveAmendment 4Oct 27, 2026iShares Nasdaq Top 30 Stocks ETFBlackRock, Inc.13.9% · 1,165,537 shSEC
- PassiveAmendment 19Oct 27, 2026BlackRock, Inc.11.4% · 4,956,777 shSEC
- PassiveAmendment 1Below 5%Oct 27, 2026BlackRock, Inc.4.9% · 2,039,439 shSEC
- PassiveNewOct 27, 2026BlackRock, Inc.7.8% · 11,937,882 shSEC
- PassiveAmendment 1Oct 27, 2026BlackRock, Inc.6.3% · 26,052,993 shSEC
- PassiveNewOct 27, 2026BlackRock, Inc.5.02% · 44,104,764 shSEC
- PassiveAmendment 1Oct 27, 2026BlackRock, Inc.7.8% · 9,571,238 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveNew | SHLS | First Trust Portfolios L.P. in Shoals Technologies Group, Inc. (Class A) | 5.87% | 9,878,789 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | JRI | First Trust Portfolios L.P. in Nuveen Real Asset Income and Growth Fund | 4.24% | 1,535,624 | Oct 30, 2026 | SEC |
PassiveAmendment 1Below 5% | IDE | First Trust Portfolios L.P. in Voya Infrastructure, Industrials and Materials Fund | 4% | 607,135 | Oct 30, 2026 | SEC |
PassiveNew | CDNL | First Trust Portfolios L.P. in Cardinal Infrastructure Group Inc. (Class A) | 6.71% | 1,370,274 | Oct 30, 2026 | SEC |
PassiveNew | XLAB | Hack Seed Fund II LP in Exascale Labs Holdings Inc. | 5.9% | 2,000,000 | Oct 29, 2026 | SEC |
PassiveAmendment 12 | SOBR | Corley Thomas John in SOBR Safe, Inc. | 19.5% | 1,051,800 | Oct 29, 2026 | SEC |
PassiveAmendment 1Below 5% | CSTL | Principal Global Investors in Castle Biosciences Inc | 4.9% | 1,500,897 | Oct 29, 2026 | SEC |
PassiveAmendment 6Below 5% | BIPH | Principal Global Investors, Llc in Brookfield Infrastructure Partners L.P. | 2.8% | 13,054,426 | Oct 29, 2026 | SEC |
PassiveAmendment 2 | WPRT | Royce & Associates Lp in Aetherion Technoligies Inc. | 6.55% | 1,244,479 | Oct 29, 2026 | SEC |
PassiveAmendment 3Below 5% | ANDG | Royce & Associates Lp in Andersen Group Inc | 3.91% | 719,648 | Oct 29, 2026 | SEC |
PassiveAmendment 18Below 5% | NNBR | Royce & Associates Lp in NN, Inc. | 0.848% | 700,750 | Oct 29, 2026 | SEC |
ActivistAmendment 3Below 5% | RAASY | TB Alternative Assets Ltd. in Cloopen Group Holding Limited | 0% | 0 | Oct 29, 2026 | SEC |
ActivistAmendment 3 | BSET | Auto Services Company, Inc. in Bassett Furniture Industries Inc | 8.7% | 756,317 | Oct 29, 2026 | SEC |
ActivistAmendment 4Below 5% | ASST | Vivek Ramaswamy in Strive, Inc. | 4.6% | 5,693,897 | Oct 28, 2026 | SEC |
PassiveAmendment 5 | ACNT | Mink Brook Capital GP LLC in Ascent Industries Co. | 9.9% | 898,105 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | — | Thomas J. Herzfeld Advisors, Inc. in PennantPark Enhanced Income Fund | 6.45% | 51,335 | Oct 28, 2026 | SEC |
PassiveAmendment 3 | ASLE | M3 Funds, LLC in AerSale Corp. | 9.83% | 4,690,176 | Oct 28, 2026 | SEC |
PassiveNew | CTNM | Squadron Master Fund LP in Contineum Therapeutics, Inc. | 5.1% | 1,700,000 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | TREE | Jennison Associates LLC in Lendingtree Inc | 0% | 0 | Oct 28, 2026 | SEC |
PassiveNew | RZLT | Jennison Associates LLC in Rezolute Inc | 5.5% | 5,332,068 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | PVLA | Jennison Associates LLC in Palvella Therapeutics Inc | 7.7% | 1,101,652 | Oct 28, 2026 | SEC |
PassiveAmendment 5 | HFWA | Jennison Associates LLC in Heritage Financial Corp | 8.8% | 3,580,467 | Oct 28, 2026 | SEC |
PassiveNew | JSPR | Bank Of America Corp /De/ in Jasper Therapeutics, Inc. | 6.4% | 2,133,861 | Oct 28, 2026 | SEC |
PassiveAmendment 1 | ASH | Franklin Templeton, Inc. in Ashland Inc. | 5.6% | 2,547,004 | Oct 28, 2026 | SEC |
PassiveNew | CMPS | BIT Capital GmbH in COMPASS Pathways plc | 5.9% | 8,148,280 | Oct 28, 2026 | SEC |
PassiveAmendment 1Below 5% | CDNL | Ophir Asset Management Pty Ltd in Cardinal Infrastructure Group Inc. | 0% | 0 | Oct 28, 2026 | SEC |
ActivistAmendment 2 | MSGY | Fung & Tun Limited in Masonglory Ltd | 32.3% | 1,130,500 | Oct 28, 2026 | SEC |
ActivistAmendment 4 | RRGB | Pappas James C in Red Robin Gourmet Burgers Inc | 10.3% | 1,944,276 | Oct 27, 2026 | SEC |
PassiveAmendment 5 | PFSA | Ascent Partners Fund LLC in Profusa, Inc. | 9.99% | 316,600 | Oct 27, 2026 | SEC |
PassiveAmendment 1 | CNTM | Ascent Partners Fund LLC in ConnectM Technology Solutions, Inc. | 9.99% | 636,262 | Oct 27, 2026 | SEC |
PassiveAmendment 2Below 5% | CDT | Ascent Partners Fund LLC in CDT Equity Inc. | 9.9% | 163,982 | Oct 27, 2026 | SEC |
PassiveAmendment 17 | SWX | BlackRock, Inc. in Southwest Gas Holdings Inc | 15.1% | 10,928,736 | Oct 27, 2026 | SEC |
PassiveAmendment 20 | SCHL | BlackRock, Inc. in Scholastic Corp | 12.8% | 2,249,991 | Oct 27, 2026 | SEC |
PassiveAmendment 1 | NDAQ | BlackRock, Inc. in Nasdaq, Inc. | 6.2% | 34,857,826 | Oct 27, 2026 | SEC |
PassiveAmendment 2 | FLG | BlackRock, Inc. in Flagstar Bank, National Association | 9.2% | 38,244,089 | Oct 27, 2026 | SEC |
PassiveAmendment 6 | EGP | BlackRock, Inc. in Eastgroup Properties Inc | 12.4% | 6,665,545 | Oct 27, 2026 | SEC |
PassiveAmendment 17 | ASB | BlackRock, Inc. in Associated Banc-Corp | 11.2% | 21,086,676 | Oct 27, 2026 | SEC |
PassiveNew | ZBIO | BlackRock, Inc. in Zenas Biopharma | 5% | 3,287,021 | Oct 27, 2026 | SEC |
PassiveAmendment 2 | SLS | BlackRock, Inc. in Sellas Life Sciences Group Inc | 7.9% | 15,872,685 | Oct 27, 2026 | SEC |
PassiveAmendment 12 | OGS | BlackRock, Inc. in ONE Gas, Inc. | 13.8% | 8,675,382 | Oct 27, 2026 | SEC |
PassiveNew | BXDC | BlackRock, Inc. in Blackstone Digital Infrastructure | 7% | 7,061,757 | Oct 27, 2026 | SEC |
PassiveNew | ASTS | BlackRock, Inc. in AST SpaceMobile, Inc. | 5.4% | 16,115,870 | Oct 27, 2026 | SEC |
PassiveAmendment 4 | — | BlackRock, Inc. in iShares Nasdaq Top 30 Stocks ETF | 13.9% | 1,165,537 | Oct 27, 2026 | SEC |
PassiveAmendment 19 | FCFS | BlackRock, Inc. in Firstcash Holdings, Inc | 11.4% | 4,956,777 | Oct 27, 2026 | SEC |
PassiveAmendment 1Below 5% | MASS | BlackRock, Inc. in 908 Devices Inc. | 4.9% | 2,039,439 | Oct 27, 2026 | SEC |
PassiveNew | EDIT | BlackRock, Inc. in Editas Medicine, Inc. | 7.8% | 11,937,882 | Oct 27, 2026 | SEC |
PassiveAmendment 1 | PAAS | BlackRock, Inc. in Pan American Silver Corp | 6.3% | 26,052,993 | Oct 27, 2026 | SEC |
PassiveNew | CP | BlackRock, Inc. in Canadian Pacific Kansas City Ltd | 5.02% | 44,104,764 | Oct 27, 2026 | SEC |
PassiveAmendment 1 | BIPC | BlackRock, Inc. in Brookfield Infrastructure Corp | 7.8% | 9,571,238 | Oct 27, 2026 | SEC |