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.1–4 of 4

ActivistAmendment 1
Nov 10, 2026
MPA · Blackrock Muniyield Pennsylvania Quality Fund
Toronto Dominion Investments, Inc.
100% · 826 shSEC
ActivistAmendment 6
Nov 9, 2026
SUNS · Sunrise Realty Trust, Inc.
Leonard M. Tannenbaum
28.5% · 6,269,981 shSEC
ActivistAmendment 10
Nov 9, 2026
AFCG · Advanced Flower Capital Inc.
Leonard M. Tannenbaum
32.6% · 7,308,514 shSEC
PassiveAmendment 2
Nov 5, 2026
INNV · InnovAge Holding Corp.
TCO Group Holdings, L.P.
74.08% · 101,076,555 shSEC

Filing	Symbol	Holder	% Owned	Shares	Filed	SEC filing
ActivistAmendment 1	MPA	Toronto Dominion Investments, Inc. in Blackrock Muniyield Pennsylvania Quality Fund	100%	826	Nov 10, 2026	SEC
ActivistAmendment 6	SUNS	Leonard M. Tannenbaum in Sunrise Realty Trust, Inc.	28.5%	6,269,981	Nov 9, 2026	SEC
ActivistAmendment 10	AFCG	Leonard M. Tannenbaum in Advanced Flower Capital Inc.	32.6%	7,308,514	Nov 9, 2026	SEC
PassiveAmendment 2	INNV	TCO Group Holdings, L.P. in InnovAge Holding Corp.	74.08%	101,076,555	Nov 5, 2026	SEC