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.1–7 of 7
- ActivistAmendment 8Nov 5, 2026Delta Air Lines, Inc.36.2% · 13,168,465 shSEC
- ActivistAmendment 3Nov 5, 2026Calamos Aksia Hedged Strategies FundCalamos Aksia Hedged Strategies Fund (Offshore), Ltd.31.4% · 2,699,390 shSEC
- PassiveAmendment 4Nov 5, 2026Sit Investment Associates Inc33.9% · 11,323,734 shSEC
- PassiveAmendment 6Nov 4, 2026iShares iBonds 2033 Term High Yield and Income ETFBlackRock Portfolio Management LLC50% · 400,000 shSEC
- ActivistAmendment 3Nov 3, 2026Majique Ladnier45.3% · 270,564,516 shSEC
- PassiveAmendment 4Nov 2, 2026JPMorgan Chase Bank, National Association24.5% · 990 shSEC
- PassiveAmendment 16Oct 29, 2026UBS Group AG28.8% · 461,313 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
ActivistAmendment 8 | UP | Delta Air Lines, Inc. in Wheels Up Experience Inc. | 36.2% | 13,168,465 | Nov 5, 2026 | SEC |
ActivistAmendment 3 | — | Calamos Aksia Hedged Strategies Fund (Offshore), Ltd. in Calamos Aksia Hedged Strategies Fund | 31.4% | 2,699,390 | 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 |
PassiveAmendment 6 | — | BlackRock Portfolio Management LLC in iShares iBonds 2033 Term High Yield and Income ETF | 50% | 400,000 | Nov 4, 2026 | SEC |
ActivistAmendment 3 | SAFX | Majique Ladnier in XCF Global, Inc. | 45.3% | 270,564,516 | Nov 3, 2026 | SEC |
PassiveAmendment 4 | NMCO | JPMorgan Chase Bank, National Association in Nuveen Municipal Credit Opportunities Fund | 24.5% | 990 | Nov 2, 2026 | SEC |
PassiveAmendment 16 | ACP | UBS Group AG in abrdn Income Credit Strategies Fund | 28.8% | 461,313 | Oct 29, 2026 | SEC |