Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing

Stake type

Min % owned

Amendments only.1–2 of 2

PassiveAmendment 13
Nov 6, 2026
First Trust Exchange-Traded Fund VIII
First Trust Portfolios L.P.
20.95% · 2,199,393 shSEC
PassiveAmendment 1
Nov 5, 2026
First Trust Exchange-Traded Fund Viii
Precedent Wealth Partners, Llc
10.6% · 355,070 shSEC

Filing	Symbol	Holder	% Owned	Shares	Filed	SEC filing
PassiveAmendment 13	—	First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII	20.95%	2,199,393	Nov 6, 2026	SEC
PassiveAmendment 1	—	Precedent Wealth Partners, Llc in First Trust Exchange-Traded Fund Viii	10.6%	355,070	Nov 5, 2026	SEC