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 57
  • PassiveNew
    Nov 6, 2026
    GOSS · Gossamer Bio Inc
    Fmr Llc
    10.9% · 667,465 shSEC
  • PassiveAmendment 1
    Nov 6, 2026
    LOVE · Lovesac
    Fmr Llc
    10.4% · 1,493,380 shSEC
  • ActivistAmendment 1Below 5%
    Nov 6, 2026
    ZTR · Virtus Total Return Fund Inc.
    Saba Capital Management, L.P.
    4.92% · 2,457,476 shSEC
  • ActivistAmendment 1
    Nov 6, 2026
    TCPC · BlackRock TCP Capital Corp.
    Saba Capital Management, L.P.
    7.14% · 5,986,934 shSEC
  • ActivistAmendment 7
    Nov 6, 2026
    ECF · Ellsworth Growth and Income Fund Ltd.
    Saba Capital Management, L.P.
    13.48% · 1,821,810 shSEC
  • PassiveNew
    Nov 6, 2026
    BBTX · Bambusa Therapeutics, Inc.
    Thomas Maier
    9.2% · 4,699,188 shSEC
  • PassiveNew
    Nov 5, 2026
    BJ · BJ's Wholesale Club Holdings, Inc.
    Victory Capital Management, Inc.
    6.05% · 7,637,818 shSEC
  • PassiveAmendment 3
    Nov 5, 2026
    SA · Seabridge Gold Inc.
    Kopernik Global Investors, LLC
    11.05% · 11,939,055 shSEC
  • PassiveNew
    Nov 5, 2026
    OLED · Universal Display Corp \Pa\
    Primecap Management Co/Ca/
    5.24% · 2,408,924 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    iShares MSCI Saudi Arabia ETF
    Fmr Llc
    5.3% · 861,123 shSEC
  • PassiveAmendment 8
    Nov 5, 2026
    iShares MSCI USA Quality Factor ETF
    Fmr Llc
    11.4% · 24,455,492 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    iShares MSCI USA Momentum Factor ETF
    Fmr Llc
    5.4% · 3,451,219 shSEC
  • PassiveAmendment 5
    Nov 5, 2026
    ULH · Universal Logistics Holdings Inc
    Fmr Llc
    13.8% · 3,635,341 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    SANA · Sana Biotechnology Inc
    Fmr Llc
    12.5% · 37,293,854 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    JLL · Jones Lang Lasalle Inc
    Fmr Llc
    9% · 4,127,147 shSEC
  • PassiveAmendment 3
    Nov 5, 2026
    CVSA · Covista Inc
    Fmr Llc
    12.2% · 4,149,097 shSEC
  • PassiveNew
    Nov 5, 2026
    RVSN · Rail Vision Ltd.
    Saffron & Hive LLC
    13% · 298,760 shSEC
  • PassiveAmendment 1
    Nov 4, 2026
    EDSA · Edesa Biotech, Inc.
    Millennium Management LLC
    8.7% · 1,178,577 shSEC
  • ActivistAmendment 5
    Nov 4, 2026
    TVGN · Tevogen Inc.
    Saadi Ryan H.
    91.1% · 61,709,567 shSEC
  • PassiveAmendment 1
    Nov 4, 2026
    AMSF · Amerisafe Inc
    BlackRock Portfolio Management LLC
    10.1% · 1,876,788 shSEC
  • PassiveAmendment 4Below 5%
    Nov 4, 2026
    iSHARES TRUST
    Itau USA Asset Management Inc.
    0.1% · 27,286 shSEC
  • PassiveAmendment 10
    Nov 4, 2026
    MOG-A · Moog Inc.
    Moog Inc. Retirement Savings Plan
    36.7% · 1,679,231 shSEC
  • ActivistNew
    Nov 4, 2026
    VVR · Invesco Senior Income Trust
    Saba Capital Management, L.P.
    5.18% · 7,976,862 shSEC
  • ActivistAmendment 1
    Nov 3, 2026
    BGX · Blackstone Long-Short Credit Income Fund
    Saba Capital Management, L.P.
    6.91% · 878,054 shSEC
  • PassiveNew
    Nov 3, 2026
    QMLS · Qumulusai, Inc.
    Focus Partners Wealth
    5.7% · 0 shSEC
  • ActivistAmendment 3
    Nov 3, 2026
    SAFX · XCF Global, Inc.
    Majique Ladnier
    45.3% · 270,564,516 shSEC
  • PassiveNew
    Nov 3, 2026
    SMX · SMX (Security Matters) PLC
    Forsakringsaktiebolaget Avanza Pension
    12.52% · 136,307 shSEC
  • ActivistAmendment 2
    Oct 30, 2026
    PUSA · Powerus Corp
    Michael Sinensky
    9.8% · 16,323,824 shSEC
  • PassiveAmendment 20
    Oct 30, 2026
    MTSI · MACOM Technology Solutions Holdings, Inc.
    Susan M. Ocampo
    6.4% · 4,884,490 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    BFS · Saul Centers Inc
    Vanguard Portfolio Management
    4.5% · 1,112,332 shSEC
  • PassiveNew
    Oct 30, 2026
    NWSA · News Corp
    Vanguard Portfolio Management
    5.1% · 18,396,531 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    ASAN · Asana Inc
    Vanguard Portfolio Management
    4.9% · 7,818,862 shSEC
  • PassiveNew
    Oct 30, 2026
    OLED · Universal Display Corp
    Vanguard Capital Management
    5.02% · 2,309,931 shSEC
  • PassiveNew
    Oct 30, 2026
    PALI · Palisade Bio Inc
    Vanguard Capital Management
    5.16% · 8,995,805 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    ESAB · Esab Corp
    Vanguard Capital Management
    4.95% · 3,077,470 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    ASPS · Altisource Portfolio Solutions SA
    Vanguard Capital Management
    6.35% · 725,379 shSEC
  • ActivistAmendment 6Below 5%
    Oct 29, 2026
    GOSS · Gossamer Bio, Inc.
    D. E. Shaw & Co., L.L.C.
    4.2% · 255,431 shSEC
  • PassiveNew
    Oct 29, 2026
    ADCT · ADC Therapeutics SA
    Bain Capital Life Sciences Opportunities IV, L.P.
    9.99% · 14,825,625 shSEC
  • PassiveNew
    Oct 29, 2026
    CSBA · CSB Financial Inc.
    Community Savings Bank Employee Stock Ownership Plan Trust
    8% · 112,235 shSEC
  • PassiveAmendment 12
    Oct 29, 2026
    SOBR · SOBR Safe, Inc.
    Corley Thomas John
    19.5% · 1,051,800 shSEC
  • ActivistAmendment 3
    Oct 28, 2026
    RCT · RedCloud Holdings plc
    Byland Christina Elisabeth
    68.81% · 59,146,907 shSEC
  • PassiveAmendment 3
    Oct 28, 2026
    ASLE · AerSale Corp.
    M3 Funds, LLC
    9.83% · 4,690,176 shSEC
  • PassiveNew
    Oct 28, 2026
    TDAY · USA TODAY Co., Inc.
    Bank Of America Corp /De/
    6% · 8,821,725 shSEC
  • ActivistAmendment 9
    Oct 28, 2026
    PEO · Adams Natural Resources Fund, Inc.
    Saba Capital Management, L.P.
    7.26% · 2,054,351 shSEC
  • ActivistAmendment 1
    Oct 27, 2026
    PUSA · Powerus Corp
    Michael Sinensky
    11.6% · 19,323,824 shSEC
  • PassiveAmendment 5
    Oct 27, 2026
    PFSA · Profusa, Inc.
    Ascent Partners Fund LLC
    9.99% · 316,600 shSEC
  • PassiveAmendment 2
    Oct 27, 2026
    UTI · Universal Technical Institute Inc
    BlackRock, Inc.
    14% · 7,711,515 shSEC
  • PassiveAmendment 18
    Oct 27, 2026
    SAM · Boston Beer Co Inc
    BlackRock, Inc.
    13.4% · 1,104,030 shSEC
  • PassiveAmendment 1Below 5%
    Oct 27, 2026
    USAR · USA Rare Earth, Inc.
    BlackRock, Inc.
    4.6% · 17,159,876 shSEC
  • PassiveAmendment 5
    Oct 27, 2026
    SAH · Sonic Automotive Inc
    BlackRock, Inc.
    9.1% · 1,791,047 shSEC