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.1–50 of 128
- PassiveAmendment 3Below 5%Nov 6, 2026Bank Of America Corp /De/0.5% · 167,183 shSEC
- PassiveNewNov 6, 2026Barclays PLC5.02% · 866,502 shSEC
- PassiveNewNov 6, 2026Barclays PLC5.49% · 7,885,799 shSEC
- PassiveNewNov 6, 2026Z1967 Limited7.5% · 871,227 shSEC
- PassiveAmendment 1Below 5%Nov 6, 2026Pathfinder Asset Management Ltd4.2% · 399,775 shSEC
- PassiveNewNov 6, 2026T. Rowe Price Associates, Inc.10.8% · 33,445,993 shSEC
- PassiveAmendment 2Nov 6, 2026T. Rowe Price Investment Management, Inc.10.2% · 5,663,206 shSEC
- PassiveAmendment 1Nov 6, 2026T. Rowe Price Investment Management, Inc.9.5% · 5,294,669 shSEC
- PassiveNewNov 6, 2026First Trust Portfolios L.P.17.25% · 2,383,661 shSEC
- PassiveNewNov 6, 2026Fmr Llc11.2% · 3,250,000 shSEC
- PassiveAmendment 2Nov 6, 2026Fmr Llc8.1% · 9,514,519 shSEC
- PassiveAmendment 1Below 5%Nov 6, 2026Aimfinity Investment Corp. IPolar Asset Management Partners Inc.0% · 0 shSEC
- PassiveNewBelow 5%Nov 6, 2026cobas asset management, sgiic, s.a.4.9% · 29,406,168 shSEC
- PassiveNewNov 6, 2026Thomas Maier9.2% · 4,699,188 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Xencor, Inc.1.5% · 1,000,000 shSEC
- PassiveNewNov 5, 2026Point72 Asset Management, L.P.5.2% · 5,046,156 shSEC
- PassiveNewBelow 5%Nov 5, 2026Pathfinder Asset Management Ltd4.2% · 399,775 shSEC
- PassiveAmendment 2Nov 5, 2026Fmr Llc17.8% · 30,337,839 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026State Street SPDR Portfolio Long Term Treasury ETFFmr Llc3.5% · 15,531,576 shSEC
- PassiveAmendment 1Nov 5, 2026Fmr Llc6.2% · 3,418,828 shSEC
- PassiveAmendment 5Nov 5, 2026Fmr Llc8% · 1,533,119 shSEC
- PassiveAmendment 2Nov 5, 2026Fmr Llc7.7% · 39,653,577 shSEC
- PassiveNewNov 5, 2026Fmr Llc6.9% · 2,099,379 shSEC
- PassiveAmendment 1Nov 5, 2026Fmr Llc6.4% · 13,029,673 shSEC
- PassiveAmendment 2Nov 5, 2026Fmr Llc9% · 4,127,147 shSEC
- PassiveAmendment 2Nov 5, 2026Fmr Llc9.9% · 15,811,950 shSEC
- PassiveAmendment 13Nov 5, 2026Fmr Llc5.2% · 3,425,993 shSEC
- PassiveNewNov 5, 2026Fmr Llc5.6% · 32,701,260 shSEC
- PassiveNewNov 5, 2026Funk, Stephen P.5.8% · 91,570 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Voya Financial, Inc.4.3% · 2,989,474 shSEC
- PassiveAmendment 6Below 5%Nov 5, 2026Jpmorgan Chase & Co.3.4% · 5,119,339 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Jpmorgan Chase & Co.4.5% · 8,964,843 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Jpmorgan Chase & Co.4.3% · 8,022,860 shSEC
- PassiveAmendment 2Below 5%Nov 5, 2026Jpmorgan Chase & Co.1.5% · 1,525,940 shSEC
- PassiveAmendment 4Nov 5, 2026Sit Investment Associates Inc10.7% · 1,265,260 shSEC
- PassiveAmendment 7Nov 5, 2026Sit Investment Associates Inc37.7% · 24,026,295 shSEC
- PassiveAmendment 1Nov 5, 2026Sit Investment Associates Inc10.2% · 889,068 shSEC
- PassiveAmendment 4Nov 5, 2026Sit Investment Associates Inc33.9% · 11,323,734 shSEC
- PassiveAmendment 2Below 5%Nov 5, 2026Wolverine Asset Management, LLC0% · 0 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Nuveen Asset Management, LLC3.07% · 2,271,307 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Nuveen Asset Management, LLC2.9% · 3,403,438 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Proshares TrustMaytree Asset Management Ltd0% · 0 shSEC
- PassiveNewNov 4, 2026Proshares TrustMaytree Asset Management Ltd12.8% · 522,000 shSEC
- PassiveAmendment 4Below 5%Nov 4, 2026Sc Us (Ttgp), Ltd. ("Sc Us (Ttgp)")4.3% · 17,804,083 shSEC
- 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
- PassiveAmendment 4Below 5%Nov 4, 2026iSHARES TRUSTItau USA Asset Management Inc.0.1% · 27,286 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
- PassiveAmendment 2Below 5%Nov 3, 2026Coastlands Capital LP4.99% · 655,975 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 3Below 5% | TRS | Bank Of America Corp /De/ in Trimas Corp | 0.5% | 167,183 | Nov 6, 2026 | SEC |
PassiveNew | DAAQ | Barclays PLC in Digital Asset Acquisiti-Cl A | 5.02% | 866,502 | Nov 6, 2026 | SEC |
PassiveNew | BOX | Barclays PLC in Box Inc - Class A | 5.49% | 7,885,799 | Nov 6, 2026 | SEC |
PassiveNew | AMSS | Z1967 Limited in AMASS Brands Inc. | 7.5% | 871,227 | Nov 6, 2026 | SEC |
PassiveAmendment 1Below 5% | MODD | Pathfinder Asset Management Ltd in Modular Medical, Inc. | 4.2% | 399,775 | Nov 6, 2026 | SEC |
PassiveNew | PACB | T. Rowe Price Associates, Inc. in Pacific Biosciences Of Calif | 10.8% | 33,445,993 | Nov 6, 2026 | SEC |
PassiveAmendment 2 | WBI | T. Rowe Price Investment Management, Inc. in Waterbridge Infrastruc-Cl A | 10.2% | 5,663,206 | Nov 6, 2026 | SEC |
PassiveAmendment 1 | WBI | T. Rowe Price Investment Management, Inc. in Waterbridge Infrastruc-Cl A | 9.5% | 5,294,669 | Nov 6, 2026 | SEC |
PassiveNew | DHY | First Trust Portfolios L.P. in UBS Asset Management High Yield Credit Fund | 17.25% | 2,383,661 | Nov 6, 2026 | SEC |
PassiveNew | ASPE | Fmr Llc in Aspen Neuroscience Inc | 11.2% | 3,250,000 | Nov 6, 2026 | SEC |
PassiveAmendment 2 | ASST | Fmr Llc in Strive Inc | 8.1% | 9,514,519 | Nov 6, 2026 | SEC |
PassiveAmendment 1Below 5% | — | Polar Asset Management Partners Inc. in Aimfinity Investment Corp. I | 0% | 0 | Nov 6, 2026 | SEC |
PassiveNewBelow 5% | KOS | cobas asset management, sgiic, s.a. in Kosmos Energy Ltd. | 4.9% | 29,406,168 | Nov 6, 2026 | SEC |
PassiveNew | BBTX | Thomas Maier in Bambusa Therapeutics, Inc. | 9.2% | 4,699,188 | Nov 6, 2026 | SEC |
PassiveAmendment 1Below 5% | ZBIO | Xencor, Inc. in Zenas BioPharma, Inc. | 1.5% | 1,000,000 | Nov 5, 2026 | SEC |
PassiveNew | TH | Point72 Asset Management, L.P. in Target Hospitality Corp. | 5.2% | 5,046,156 | Nov 5, 2026 | SEC |
PassiveNewBelow 5% | MODD | Pathfinder Asset Management Ltd in Modular Medical, Inc. | 4.2% | 399,775 | Nov 5, 2026 | SEC |
PassiveAmendment 2 | CBRS | Fmr Llc in Cerebras Systems Inc. | 17.8% | 30,337,839 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | — | Fmr Llc in State Street SPDR Portfolio Long Term Treasury ETF | 3.5% | 15,531,576 | Nov 5, 2026 | SEC |
PassiveAmendment 1 | WBI | Fmr Llc in Waterbridge Infrastructure Llc | 6.2% | 3,418,828 | Nov 5, 2026 | SEC |
PassiveAmendment 5 | WASH | Fmr Llc in Washington Trust Bancorp, Inc | 8% | 1,533,119 | Nov 5, 2026 | SEC |
PassiveAmendment 2 | TOST | Fmr Llc in Toast Inc | 7.7% | 39,653,577 | Nov 5, 2026 | SEC |
PassiveNew | STRL | Fmr Llc in Sterling Infrastructure, Inc. | 6.9% | 2,099,379 | Nov 5, 2026 | SEC |
PassiveAmendment 1 | MBC | Fmr Llc in Masterbrand Inc | 6.4% | 13,029,673 | Nov 5, 2026 | SEC |
PassiveAmendment 2 | JLL | Fmr Llc in Jones Lang Lasalle Inc | 9% | 4,127,147 | Nov 5, 2026 | SEC |
PassiveAmendment 2 | FSLY | Fmr Llc in Fastly Inc | 9.9% | 15,811,950 | Nov 5, 2026 | SEC |
PassiveAmendment 13 | ASND | Fmr Llc in Ascendis Pharma As | 5.2% | 3,425,993 | Nov 5, 2026 | SEC |
PassiveNew | AS | Fmr Llc in Amer Sports Inc | 5.6% | 32,701,260 | Nov 5, 2026 | SEC |
PassiveNew | ASBP | Funk, Stephen P. in Aspire-Lakewood Holdings, Inc. | 5.8% | 91,570 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | SEI | Voya Financial, Inc. in Solaris Energy Infrastructure, Inc. | 4.3% | 2,989,474 | Nov 5, 2026 | SEC |
PassiveAmendment 6Below 5% | WMG | Jpmorgan Chase & Co. in Warner Music Group Corp. | 3.4% | 5,119,339 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | DOCU | Jpmorgan Chase & Co. in Docusign, Inc. | 4.5% | 8,964,843 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | ALGM | Jpmorgan Chase & Co. in Allegro Microsystems, Inc. | 4.3% | 8,022,860 | Nov 5, 2026 | SEC |
PassiveAmendment 2Below 5% | LEVI | Jpmorgan Chase & Co. in Levi Strauss & Co. | 1.5% | 1,525,940 | Nov 5, 2026 | SEC |
PassiveAmendment 4 | WEA | Sit Investment Associates Inc in Western Asset Premier Bond Fund | 10.7% | 1,265,260 | 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 1 | JHI | Sit Investment Associates Inc in John Hancock Investors Trust | 10.2% | 889,068 | 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 2Below 5% | BKHA | Wolverine Asset Management, LLC in Black Hawk Acquisition Corp. | 0% | 0 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | PWP | Nuveen Asset Management, LLC in Perella Weinberg Partners | 3.07% | 2,271,307 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | TRIP | Nuveen Asset Management, LLC in TripAdvisor Inc | 2.9% | 3,403,438 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | — | Maytree Asset Management Ltd in Proshares Trust | 0% | 0 | Nov 5, 2026 | SEC |
PassiveNew | — | Maytree Asset Management Ltd in Proshares Trust | 12.8% | 522,000 | Nov 4, 2026 | SEC |
PassiveAmendment 4Below 5% | DASH | Sc Us (Ttgp), Ltd. ("Sc Us (Ttgp)") in DoorDash, Inc. | 4.3% | 17,804,083 | Nov 4, 2026 | SEC |
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 |
PassiveAmendment 4Below 5% | — | Itau USA Asset Management Inc. in iSHARES TRUST | 0.1% | 27,286 | Nov 4, 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 |
PassiveAmendment 2Below 5% | ADIL | Coastlands Capital LP in Azora Therapeutics, Inc. | 4.99% | 655,975 | Nov 3, 2026 | SEC |