Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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Amendments only.1–41 of 41
- ActivistAmendment 14Nov 2, 2026AMG BBH Asset-Backed Credit Fund, LLCBrown Brothers Harriman & Co69.56% · 4,163,987 shSEC
- PassiveAmendment 4Nov 2, 2026JPMorgan Chase Bank, National Association24.5% · 990 shSEC
- ActivistAmendment 3Oct 31, 2026Glenbrook Capital Management40.51% · 2,196,973 shSEC
- ActivistAmendment 7Oct 31, 2026White Mountains Insurance Group, Ltd.35.1% · 17,856,614 shSEC
- ActivistAmendment 14Oct 30, 2026Prescott General Partners LLC26.6% · 1,242,619 shSEC
- PassiveAmendment 27Oct 30, 2026Alan Trefler47.8% · 79,095,963 shSEC
- ActivistAmendment 6Oct 30, 2026The Prudential Insurance Company of America61.2% · 7,784,052 shSEC
- ActivistAmendment 8Oct 30, 2026Karpus Management, Inc.38.82% · 9,052,797 shSEC
- ActivistAmendment 3Oct 29, 2026First Eagle Private Credit FundFirst Eagle Investment Management, LLC64.7% · 8,307,057 shSEC
- ActivistAmendment 3Oct 28, 2026Byland Christina Elisabeth68.81% · 59,146,907 shSEC
- ActivistAmendment 17Oct 28, 2026Canada Pension Plan Investment Board34.3% · 88,846,844 shSEC
- ActivistAmendment 1Oct 27, 2026Pani Corp.77.2% · 3,336,185 shSEC
- ActivistAmendment 6Oct 27, 2026Nippon Life Insurance Company29.4% · 131,262,715 shSEC
- ActivistAmendment 7Oct 27, 2026Andrew Regan22.1% · 2,064,698 shSEC
- PassiveAmendment 11Oct 27, 2026iShares Large Cap Accelerated Outcome ETFBlackRock Portfolio Management LLC50% · 400,000 shSEC
- PassiveAmendment 7Oct 27, 2026iShares Large Cap Moderate Quarterly Laddered ETFBlackRock Portfolio Management LLC21.5% · 1,065,710 shSEC
- PassiveAmendment 4Oct 27, 2026iShares Texas Equity ETFBlackRock Portfolio Management LLC33.9% · 190,000 shSEC
- PassiveAmendment 6Oct 27, 2026iShares S&P 500 ex S&P 100 ETFBlackRock Portfolio Management LLC52.6% · 400,000 shSEC
- PassiveAmendment 3Oct 27, 2026iShares Environmental Infrastructure and Industrials ETFBlackRock Portfolio Management LLC33.4% · 53,500 shSEC
- PassiveAmendment 3Oct 27, 2026iShares Breakthrough Environmental Solutions ETFBlackRock Portfolio Management LLC43.8% · 70,000 shSEC
- PassiveAmendment 7Oct 27, 2026Ishares 0-5 Year Tips Bond EtfBlackRock Portfolio Management LLC26.6% · 43,546,459 shSEC
- PassiveAmendment 5Oct 27, 2026iShares iBonds 2033 Term High Yield and Income ETFBlackRock Portfolio Management LLC57.1% · 400,000 shSEC
- PassiveAmendment 7Oct 27, 2026Ishares Msci United Kingdom EtfBlackRock Portfolio Management LLC24.4% · 19,258,589 shSEC
- PassiveAmendment 5Oct 27, 2026iShares Core MSCI Total International Stock ETFBlackRock Portfolio Management LLC43.5% · 269,157,278 shSEC
- PassiveAmendment 4Oct 27, 2026iShares Technology Opportunities Active ETFBlackRock Portfolio Management LLC37% · 400,000 shSEC
- PassiveAmendment 7Oct 27, 2026iShares Managed Futures Active ETFBlackRock Portfolio Management LLC29.4% · 600,000 shSEC
- PassiveAmendment 6Oct 27, 2026iShares, Inc.BlackRock Portfolio Management LLC34.1% · 6,832,097 shSEC
- PassiveAmendment 16Oct 27, 2026First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.68.72% · 10,925,974 shSEC
- PassiveAmendment 1Oct 27, 2026First Trust Exchange-Traded Fund VIFirst Trust Portfolios L.P.71.1% · 20,689,479 shSEC
- PassiveAmendment 2Oct 27, 2026First Trust Exchange-Traded Fund VIFirst Trust Portfolios L.P.74.52% · 19,115,370 shSEC
- PassiveAmendment 28Oct 27, 2026First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.74.57% · 16,647,210 shSEC
- PassiveAmendment 27Oct 27, 2026First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.71.25% · 14,926,288 shSEC
- PassiveAmendment 30Oct 27, 2026First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.75.13% · 16,734,669 shSEC
- PassiveAmendment 27Oct 27, 2026First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.67.66% · 15,392,170 shSEC
- PassiveAmendment 23Oct 27, 2026First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.65.52% · 14,316,350 shSEC
- PassiveAmendment 25Oct 27, 2026First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.67.68% · 16,022,071 shSEC
- PassiveAmendment 30Oct 27, 2026First Trust Exchange-Traded Fund VIIIFirst Trust Portfolios L.P.66.39% · 16,349,502 shSEC
- ActivistAmendment 2Oct 27, 2026Manuel Stotz21.96% · 12,091,720 shSEC
- ActivistAmendment 6Oct 27, 2026Alexandre Weinstein38.85% · 4,561,616 shSEC
- ActivistAmendment 1Oct 27, 2026Antalpha Capital (HK) Limited49.1% · 24,841,271 shSEC
- PassiveAmendment 12Oct 23, 2026City of London Investment Management Company Limited24.5% · 9,944,810 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
ActivistAmendment 14 | — | Brown Brothers Harriman & Co in AMG BBH Asset-Backed Credit Fund, LLC | 69.56% | 4,163,987 | Nov 2, 2026 | SEC |
PassiveAmendment 4 | NMCO | JPMorgan Chase Bank, National Association in Nuveen Municipal Credit Opportunities Fund | 24.5% | 990 | Nov 2, 2026 | SEC |
ActivistAmendment 3 | SNES | Glenbrook Capital Management in SenesTech, Inc. | 40.51% | 2,196,973 | Oct 31, 2026 | SEC |
ActivistAmendment 7 | MAX | White Mountains Insurance Group, Ltd. in MediaAlpha, Inc. | 35.1% | 17,856,614 | Oct 31, 2026 | SEC |
ActivistAmendment 14 | WRLD | Prescott General Partners LLC in World Acceptance Corporation | 26.6% | 1,242,619 | Oct 30, 2026 | SEC |
PassiveAmendment 27 | PEGA | Alan Trefler in Pegasystems Inc. | 47.8% | 79,095,963 | Oct 30, 2026 | SEC |
ActivistAmendment 6 | PGIM | The Prudential Insurance Company of America in PGIM Private Credit Fund | 61.2% | 7,784,052 | Oct 30, 2026 | SEC |
ActivistAmendment 8 | WIA | Karpus Management, Inc. in Western Asset Inflation-Linked Income Fund | 38.82% | 9,052,797 | Oct 30, 2026 | SEC |
ActivistAmendment 3 | — | First Eagle Investment Management, LLC in First Eagle Private Credit Fund | 64.7% | 8,307,057 | Oct 29, 2026 | SEC |
ActivistAmendment 3 | RCT | Byland Christina Elisabeth in RedCloud Holdings plc | 68.81% | 59,146,907 | Oct 28, 2026 | SEC |
ActivistAmendment 17 | RNW | Canada Pension Plan Investment Board in ReNew Energy Global plc | 34.3% | 88,846,844 | Oct 28, 2026 | SEC |
ActivistAmendment 1 | AIOK | Pani Corp. in AI OKTO Corp. | 77.2% | 3,336,185 | Oct 27, 2026 | SEC |
ActivistAmendment 6 | CRBG | Nippon Life Insurance Company in Corebridge Financial, Inc. | 29.4% | 131,262,715 | Oct 27, 2026 | SEC |
ActivistAmendment 7 | CDT | Andrew Regan in CDT Equity Inc. | 22.1% | 2,064,698 | Oct 27, 2026 | SEC |
PassiveAmendment 11 | — | BlackRock Portfolio Management LLC in iShares Large Cap Accelerated Outcome ETF | 50% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 7 | — | BlackRock Portfolio Management LLC in iShares Large Cap Moderate Quarterly Laddered ETF | 21.5% | 1,065,710 | Oct 27, 2026 | SEC |
PassiveAmendment 4 | — | BlackRock Portfolio Management LLC in iShares Texas Equity ETF | 33.9% | 190,000 | Oct 27, 2026 | SEC |
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares S&P 500 ex S&P 100 ETF | 52.6% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 3 | — | BlackRock Portfolio Management LLC in iShares Environmental Infrastructure and Industrials ETF | 33.4% | 53,500 | Oct 27, 2026 | SEC |
PassiveAmendment 3 | — | BlackRock Portfolio Management LLC in iShares Breakthrough Environmental Solutions ETF | 43.8% | 70,000 | Oct 27, 2026 | SEC |
PassiveAmendment 7 | — | BlackRock Portfolio Management LLC in Ishares 0-5 Year Tips Bond Etf | 26.6% | 43,546,459 | Oct 27, 2026 | SEC |
PassiveAmendment 5 | — | BlackRock Portfolio Management LLC in iShares iBonds 2033 Term High Yield and Income ETF | 57.1% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 7 | — | BlackRock Portfolio Management LLC in Ishares Msci United Kingdom Etf | 24.4% | 19,258,589 | Oct 27, 2026 | SEC |
PassiveAmendment 5 | — | BlackRock Portfolio Management LLC in iShares Core MSCI Total International Stock ETF | 43.5% | 269,157,278 | Oct 27, 2026 | SEC |
PassiveAmendment 4 | — | BlackRock Portfolio Management LLC in iShares Technology Opportunities Active ETF | 37% | 400,000 | Oct 27, 2026 | SEC |
PassiveAmendment 7 | — | BlackRock Portfolio Management LLC in iShares Managed Futures Active ETF | 29.4% | 600,000 | Oct 27, 2026 | SEC |
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares, Inc. | 34.1% | 6,832,097 | Oct 27, 2026 | SEC |
PassiveAmendment 16 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII | 68.72% | 10,925,974 | Oct 27, 2026 | SEC |
PassiveAmendment 1 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VI | 71.1% | 20,689,479 | Oct 27, 2026 | SEC |
PassiveAmendment 2 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VI | 74.52% | 19,115,370 | Oct 27, 2026 | SEC |
PassiveAmendment 28 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII | 74.57% | 16,647,210 | Oct 27, 2026 | SEC |
PassiveAmendment 27 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII | 71.25% | 14,926,288 | Oct 27, 2026 | SEC |
PassiveAmendment 30 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII | 75.13% | 16,734,669 | Oct 27, 2026 | SEC |
PassiveAmendment 27 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII | 67.66% | 15,392,170 | Oct 27, 2026 | SEC |
PassiveAmendment 23 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII | 65.52% | 14,316,350 | Oct 27, 2026 | SEC |
PassiveAmendment 25 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII | 67.68% | 16,022,071 | Oct 27, 2026 | SEC |
PassiveAmendment 30 | — | First Trust Portfolios L.P. in First Trust Exchange-Traded Fund VIII | 66.39% | 16,349,502 | Oct 27, 2026 | SEC |
ActivistAmendment 2 | TONX | Manuel Stotz in TON Strategy Company | 21.96% | 12,091,720 | Oct 27, 2026 | SEC |
ActivistAmendment 6 | PLUR | Alexandre Weinstein in Pluri Inc. | 38.85% | 4,561,616 | Oct 27, 2026 | SEC |
ActivistAmendment 1 | AURE | Antalpha Capital (HK) Limited in Aurelion Inc. | 49.1% | 24,841,271 | Oct 27, 2026 | SEC |
PassiveAmendment 12 | AEF | City of London Investment Management Company Limited in abrdn Emerging Markets ex-China Fund, Inc. | 24.5% | 9,944,810 | Oct 23, 2026 | SEC |