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.1–11 of 11
- PassiveAmendment 6Nov 4, 2026iShares International Equity Factor Rotation Active ETFBlackRock Portfolio Management LLC71.3% · 2,710,038 shSEC
- PassiveAmendment 1Nov 4, 2026Aberdeen Group plc7.03% · 4,458,351 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Raymond James & Associates0% · 109,778 shSEC
- PassiveAmendment 1Below 5%Oct 30, 2026Vanguard Portfolio Management4.96% · 31,033,661 shSEC
- PassiveAmendment 11Below 5%Oct 30, 2026First Trust Portfolios L.P.4.81% · 469,385 shSEC
- PassiveNewOct 29, 2026Feis Equities LLC9.89% · 988,523 shSEC
- PassiveAmendment 4Oct 28, 2026Mink Brook Capital GP LLC8.6% · 316,139 shSEC
- PassiveAmendment 2Below 5%Oct 27, 2026Ascent Partners Fund LLC9.9% · 163,982 shSEC
- ActivistAmendment 7Oct 27, 2026Andrew Regan22.1% · 2,064,698 shSEC
- PassiveAmendment 1Below 5%Oct 27, 2026iShares Flexible Equity Active ETFBlackRock Portfolio Management LLC4.8% · 15,594,310 shSEC
- PassiveAmendment 4Oct 27, 2026iShares Texas Equity ETFBlackRock Portfolio Management LLC33.9% · 190,000 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares International Equity Factor Rotation Active ETF | 71.3% | 2,710,038 | Nov 4, 2026 | SEC |
PassiveAmendment 1 | EQ | Aberdeen Group plc in Equillium, Inc. | 7.03% | 4,458,351 | Nov 4, 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% | EQT | Vanguard Portfolio Management in EQT Corp | 4.96% | 31,033,661 | Oct 30, 2026 | SEC |
PassiveAmendment 11Below 5% | IAF | First Trust Portfolios L.P. in abrdn Australia Equity Fund, Inc. | 4.81% | 469,385 | Oct 30, 2026 | SEC |
PassiveNew | SCQC | Feis Equities LLC in SPACCircle Acquisition Corp. | 9.89% | 988,523 | Oct 29, 2026 | SEC |
PassiveAmendment 4 | STRR | Mink Brook Capital GP LLC in Star Equity Holdings, Inc. | 8.6% | 316,139 | Oct 28, 2026 | SEC |
PassiveAmendment 2Below 5% | CDT | Ascent Partners Fund LLC in CDT Equity Inc. | 9.9% | 163,982 | Oct 27, 2026 | SEC |
ActivistAmendment 7 | CDT | Andrew Regan in CDT Equity Inc. | 22.1% | 2,064,698 | Oct 27, 2026 | SEC |
PassiveAmendment 1Below 5% | — | BlackRock Portfolio Management LLC in iShares Flexible Equity Active ETF | 4.8% | 15,594,310 | Oct 27, 2026 | SEC |
PassiveAmendment 4 | — | BlackRock Portfolio Management LLC in iShares Texas Equity ETF | 33.9% | 190,000 | Oct 27, 2026 | SEC |