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.151–189 of 189
- PassiveAmendment 5Nov 6, 2026Eagle Point Credit Management LLC11.7% · 143,052 shSEC
- PassiveAmendment 1Below 5%Nov 6, 2026Karpus Management, Inc.1.25% · 19,000 shSEC
- PassiveAmendment 1Nov 6, 2026Barclays PLC7.16% · 1,574,020 shSEC
- PassiveAmendment 1Below 5%Nov 6, 2026Barclays Plc—SEC
- PassiveNewNov 6, 2026Barclays PLC5.76% · 3,193,867 shSEC
- PassiveAmendment 4Nov 6, 2026Capital Research Global Investors10% · 88,343,272 shSEC
- PassiveNewNov 6, 2026Barclays PLC5% · 4,028,840 shSEC
- PassiveNewNov 6, 2026Harbor International Compounders ETFThe PNC Financial Services Group, Inc.5.46% · 717,345 shSEC
- ActivistAmendment 7Nov 6, 2026Saba Capital Management, L.P.13.48% · 1,821,810 shSEC
- PassiveAmendment 1Nov 6, 2026Cohen & Steers, Inc.10.33% · 31,293,288 shSEC
- PassiveNewNov 6, 2026Thomas Maier9.2% · 4,699,188 shSEC
- ActivistNewNov 5, 2026Third Point Private Capital Income FundThird Point LLC100% · 161,000 shSEC
- PassiveAmendment 1Nov 5, 2026Victory Capital Management, Inc.8.58% · 2,138,589 shSEC
- PassiveNewNov 5, 2026Anthony Prestigiacomo12.53% · 2,000,000 shSEC
- PassiveAmendment 3Nov 5, 2026Capital Research Global Investors9.9% · 86,959,497 shSEC
- PassiveAmendment 5Nov 5, 2026Primecap Management Co/Ca/11.87% · 6,828,843 shSEC
- PassiveAmendment 5Nov 5, 2026FIL Limited10% · 13,352,033 shSEC
- PassiveAmendment 2Below 5%Nov 5, 2026Fmr Llc4.7% · 141,551,871 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026iShares Securitized Income Active ETFFmr Llc3.1% · 470,126 shSEC
- PassiveAmendment 2Nov 5, 2026iShares MSCI USA Momentum Factor ETFFmr Llc5.4% · 3,451,219 shSEC
- PassiveAmendment 3Nov 5, 2026Fmr Llc7.9% · 4,547,116 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Fmr Llc3.1% · 59,338,774 shSEC
- PassiveAmendment 3Nov 5, 2026Fmr Llc10% · 11,941,763 shSEC
- PassiveAmendment 3Below 5%Nov 5, 2026Fmr Llc4.6% · 2,788,607 shSEC
- PassiveAmendment 6Nov 5, 2026Fmr Llc11.8% · 8,993,391 shSEC
- PassiveNewNov 5, 2026Fmr Llc6.5% · 776,445 shSEC
- PassiveNewNov 5, 2026Fmr Llc5.6% · 7,186,203 shSEC
- PassiveNewNov 5, 2026Capital Group Short Duration Income ETFFmr Llc5.4% · 5,857,186 shSEC
- PassiveAmendment 1Nov 5, 2026Fmr Llc6.6% · 7,290,666 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Fmr Llc2.6% · 1,120,403 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
- ActivistNewNov 4, 2026Main Street Capital CORP5% · 2,250,574 shSEC
- PassiveAmendment 14Nov 4, 2026BlackRock, Inc.10% · 19,373,309 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
- ActivistNewNov 4, 2026Saba Capital Management, L.P.5.18% · 7,976,862 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 5 | CCIF | Eagle Point Credit Management LLC in Carlyle Credit Income Fund | 11.7% | 143,052 | Nov 6, 2026 | SEC |
PassiveAmendment 1Below 5% | EIC | Karpus Management, Inc. in Eagle Point Income Co | 1.25% | 19,000 | Nov 6, 2026 | SEC |
PassiveAmendment 1 | OPI | Barclays PLC in Office Properties Income Tru | 7.16% | 1,574,020 | Nov 6, 2026 | SEC |
PassiveAmendment 1Below 5% | CMRC | Barclays Plc in Commerce.Com Inc | — | — | Nov 6, 2026 | SEC |
PassiveNew | SHEN | Barclays PLC in Shenandoah Telecommunication | 5.76% | 3,193,867 | Nov 6, 2026 | SEC |
PassiveAmendment 4 | D | Capital Research Global Investors in Dominion Energy, Inc. | 10% | 88,343,272 | Nov 6, 2026 | SEC |
PassiveNew | WEAV | Barclays PLC in Weave Communications Inc | 5% | 4,028,840 | Nov 6, 2026 | SEC |
PassiveNew | — | The PNC Financial Services Group, Inc. in Harbor International Compounders ETF | 5.46% | 717,345 | Nov 6, 2026 | SEC |
ActivistAmendment 7 | ECF | Saba Capital Management, L.P. in Ellsworth Growth and Income Fund Ltd. | 13.48% | 1,821,810 | Nov 6, 2026 | SEC |
PassiveAmendment 1 | OHI | Cohen & Steers, Inc. in Omega Healthcare Investors, Inc. | 10.33% | 31,293,288 | Nov 6, 2026 | SEC |
PassiveNew | BBTX | Thomas Maier in Bambusa Therapeutics, Inc. | 9.2% | 4,699,188 | Nov 6, 2026 | SEC |
ActivistNew | — | Third Point LLC in Third Point Private Capital Income Fund | 100% | 161,000 | Nov 5, 2026 | SEC |
PassiveAmendment 1 | AOMR | Victory Capital Management, Inc. in Angel Oak Mortgage REIT, Inc. | 8.58% | 2,138,589 | Nov 5, 2026 | SEC |
PassiveNew | EQS | Anthony Prestigiacomo in Equus Total Return, Inc. | 12.53% | 2,000,000 | Nov 5, 2026 | SEC |
PassiveAmendment 3 | D | Capital Research Global Investors in Dominion Energy, Inc. | 9.9% | 86,959,497 | Nov 5, 2026 | SEC |
PassiveAmendment 5 | XMTR | Primecap Management Co/Ca/ in Xometry, Inc. | 11.87% | 6,828,843 | Nov 5, 2026 | SEC |
PassiveAmendment 5 | LSPD | FIL Limited in Lightspeed Commerce Inc | 10% | 13,352,033 | Nov 5, 2026 | SEC |
PassiveAmendment 2Below 5% | WFC | Fmr Llc in Wells Fargo & Company | 4.7% | 141,551,871 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | — | Fmr Llc in iShares Securitized Income Active ETF | 3.1% | 470,126 | Nov 5, 2026 | SEC |
PassiveAmendment 2 | — | Fmr Llc in iShares MSCI USA Momentum Factor ETF | 5.4% | 3,451,219 | Nov 5, 2026 | SEC |
PassiveAmendment 3 | COCO | Fmr Llc in The Vita Coco Company, Inc. | 7.9% | 4,547,116 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | RKT | Fmr Llc in Rocket Companies, Inc | 3.1% | 59,338,774 | Nov 5, 2026 | SEC |
PassiveAmendment 3 | NAMS | Fmr Llc in Newamsterdam Pharma Company Nv | 10% | 11,941,763 | Nov 5, 2026 | SEC |
PassiveAmendment 3Below 5% | OMDA | Fmr Llc in Omada Health Inc | 4.6% | 2,788,607 | Nov 5, 2026 | SEC |
PassiveAmendment 6 | MTSI | Fmr Llc in Macom Technology Solutions Holdings Inc | 11.8% | 8,993,391 | Nov 5, 2026 | SEC |
PassiveNew | GPI | Fmr Llc in Group 1 Automotive Inc | 6.5% | 776,445 | Nov 5, 2026 | SEC |
PassiveNew | GENB | Fmr Llc in Generate Biomedicine Inc | 5.6% | 7,186,203 | Nov 5, 2026 | SEC |
PassiveNew | — | Fmr Llc in Capital Group Short Duration Income ETF | 5.4% | 5,857,186 | Nov 5, 2026 | SEC |
PassiveAmendment 1 | CMC | Fmr Llc in Commercial Metals Co | 6.6% | 7,290,666 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | ANF | Fmr Llc in Abercrombie & Fitch Co | 2.6% | 1,120,403 | 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 |
ActivistNew | MSIF | Main Street Capital CORP in Msc Income Fund, Inc. | 5% | 2,250,574 | Nov 4, 2026 | SEC |
PassiveAmendment 14 | BMRN | BlackRock, Inc. in Biomarin Pharmaceutical Inc | 10% | 19,373,309 | Nov 4, 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 |
ActivistNew | VVR | Saba Capital Management, L.P. in Invesco Senior Income Trust | 5.18% | 7,976,862 | Nov 4, 2026 | SEC |