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

New Amendments All

Stake type

Activist Passive

Min % owned

≥10%≥20%

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Amendments only.1–13 of 13

ActivistAmendment 15
Nov 6, 2026
AMG BBH Asset-Backed Credit Fund, LLC
Brown Brothers Harriman & Co
70.74% · 4,405,168 shSEC
PassiveAmendment 7
Nov 5, 2026
TSI · TCW Strategic Income Fund, Inc.
Sit Investment Associates Inc
37.7% · 24,026,295 shSEC
PassiveAmendment 4
Nov 5, 2026
FINS · Angel Oak Financial Strategies Income Term Trust
Sit Investment Associates Inc
33.9% · 11,323,734 shSEC
ActivistAmendment 7
Nov 4, 2026
KNOP · KNOT Offshore Partners LP
Knutsen NYK Offshore Tankers AS
36.9% · 14,000,914 shSEC
PassiveAmendment 5
Nov 4, 2026
iShares Nasdaq Premium Income Active ETF
BlackRock Portfolio Management LLC
25.1% · 200,656 shSEC
ActivistAmendment 4
Nov 4, 2026
NTPIF · Nam Tai Property Inc.
Oasis Management Company Ltd.
21.9% · 13,338,297 shSEC
ActivistAmendment 8
Nov 3, 2026
PRTH · Priority Technology Holdings, Inc.
Thomas C. Priore
56.4% · 46,600,996 shSEC
ActivistAmendment 3
Nov 3, 2026
MSGY · Masonglory Ltd
Fung & Tun Limited
22.8% · 949,452 shSEC
ActivistAmendment 14
Nov 2, 2026
AMG BBH Asset-Backed Credit Fund, LLC
Brown Brothers Harriman & Co
69.56% · 4,163,987 shSEC
PassiveAmendment 4
Nov 2, 2026
NMCO · Nuveen Municipal Credit Opportunities Fund
JPMorgan Chase Bank, National Association
24.5% · 990 shSEC
PassiveAmendment 27
Oct 30, 2026
PEGA · Pegasystems Inc.
Alan Trefler
47.8% · 79,095,963 shSEC
ActivistAmendment 8
Oct 30, 2026
WIA · Western Asset Inflation-Linked Income Fund
Karpus Management, Inc.
38.82% · 9,052,797 shSEC
ActivistAmendment 2
Oct 28, 2026
MSGY · Masonglory Ltd
Fung & Tun Limited
32.3% · 1,130,500 shSEC

Filing	Symbol	Holder	% Owned	Shares	Filed	SEC filing
ActivistAmendment 15	—	Brown Brothers Harriman & Co in AMG BBH Asset-Backed Credit Fund, LLC	70.74%	4,405,168	Nov 6, 2026	SEC
PassiveAmendment 7	TSI	Sit Investment Associates Inc in TCW Strategic Income Fund, Inc.	37.7%	24,026,295	Nov 5, 2026	SEC
PassiveAmendment 4	FINS	Sit Investment Associates Inc in Angel Oak Financial Strategies Income Term Trust	33.9%	11,323,734	Nov 5, 2026	SEC
ActivistAmendment 7	KNOP	Knutsen NYK Offshore Tankers AS in KNOT Offshore Partners LP	36.9%	14,000,914	Nov 4, 2026	SEC
PassiveAmendment 5	—	BlackRock Portfolio Management LLC in iShares Nasdaq Premium Income Active ETF	25.1%	200,656	Nov 4, 2026	SEC
ActivistAmendment 4	NTPIF	Oasis Management Company Ltd. in Nam Tai Property Inc.	21.9%	13,338,297	Nov 4, 2026	SEC
ActivistAmendment 8	PRTH	Thomas C. Priore in Priority Technology Holdings, Inc.	56.4%	46,600,996	Nov 3, 2026	SEC
ActivistAmendment 3	MSGY	Fung & Tun Limited in Masonglory Ltd	22.8%	949,452	Nov 3, 2026	SEC
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
PassiveAmendment 27	PEGA	Alan Trefler in Pegasystems Inc.	47.8%	79,095,963	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 2	MSGY	Fung & Tun Limited in Masonglory Ltd	32.3%	1,130,500	Oct 28, 2026	SEC