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.1–6 of 6
- PassiveAmendment 1Nov 9, 2026W. R. Berkley Corporation9% · 1,667,479 shSEC
- PassiveAmendment 8Nov 5, 2026iShares MSCI USA Quality Factor ETFFmr Llc11.4% · 24,455,492 shSEC
- PassiveAmendment 2Nov 5, 2026iShares MSCI USA Momentum Factor ETFFmr Llc5.4% · 3,451,219 shSEC
- PassiveAmendment 3Nov 5, 2026Fmr Llc7.2% · 2,955,885 shSEC
- PassiveAmendment 5Below 5%Nov 5, 2026Fmr Llc2.8% · 1,432,212 shSEC
- PassiveAmendment 6Nov 4, 2026iShares International Equity Factor Rotation Active ETFBlackRock Portfolio Management LLC71.3% · 2,710,038 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 1 | FACT | W. R. Berkley Corporation in FACT II Acquisition Corp. | 9% | 1,667,479 | Nov 9, 2026 | SEC |
PassiveAmendment 8 | — | Fmr Llc in iShares MSCI USA Quality Factor ETF | 11.4% | 24,455,492 | 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 | SSD | Fmr Llc in Simpson Manufacturing Co | 7.2% | 2,955,885 | Nov 5, 2026 | SEC |
PassiveAmendment 5Below 5% | CAKE | Fmr Llc in Cheesecake Factory Inc | 2.8% | 1,432,212 | Nov 5, 2026 | SEC |
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares International Equity Factor Rotation Active ETF | 71.3% | 2,710,038 | Nov 4, 2026 | SEC |