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.1–3 of 3
- PassiveAmendment 7Nov 5, 2026Sit Investment Associates Inc37.7% · 24,026,295 shSEC
- PassiveAmendment 4Nov 5, 2026Sit Investment Associates Inc33.9% · 11,323,734 shSEC
- PassiveAmendment 4Nov 2, 2026JPMorgan Chase Bank, National Association24.5% · 990 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
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 |
PassiveAmendment 4 | NMCO | JPMorgan Chase Bank, National Association in Nuveen Municipal Credit Opportunities Fund | 24.5% | 990 | Nov 2, 2026 | SEC |