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.1–50 of 94
  • PassiveAmendment 3
    Nov 6, 2026
    State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
    Fmr Llc
    8.3% · 13,196,268 shSEC
  • PassiveAmendment 5Below 5%
    Nov 6, 2026
    OXM · Oxford Industries Inc
    Fmr Llc
    0% · 1,839 shSEC
  • PassiveAmendment 1Below 5%
    Nov 6, 2026
    LGVN · Longeveron Inc.
    Integrated Core Strategies (US) LLC
    0% · 0 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    IEAG · Infinite Eagle Acquisition Corp.
    Millennium Management LLC
    5.6% · 1,969,696 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    AQN · Algonquin Power & Utilities Corp.
    FIL Limited
    9% · 69,664,903 shSEC
  • PassiveAmendment 2Below 5%
    Nov 5, 2026
    VanEck High Yield Muni ETF
    Fmr Llc
    4.8% · 3,884,008 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    TWST · Twist Bioscience Corp
    Fmr Llc
    14.4% · 9,535,193 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
    Fmr Llc
    16.5% · 25,932,422 shSEC
  • PassiveAmendment 1Below 5%
    Nov 5, 2026
    RKT · Rocket Companies, Inc
    Fmr Llc
    3.1% · 59,338,774 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    ROIV · Roivant Sciences Ltd
    Fmr Llc
    11.8% · 85,575,552 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    OXM · Oxford Industries Inc
    Fmr Llc
    7.2% · 1,081,309 shSEC
  • PassiveAmendment 1Below 5%
    Nov 5, 2026
    NHP · National Healthcare Properties Inc
    Fmr Llc
    4.1% · 1,836,356 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    MBX · Mbx Biosciences Inc
    Fmr Llc
    15% · 7,224,009 shSEC
  • PassiveAmendment 7Below 5%
    Nov 5, 2026
    IE · Ivanhoe Electric Inc
    Fmr Llc
    4.4% · 7,089,669 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    LYTS · Lsi Industries Inc
    Fmr Llc
    13.3% · 4,943,554 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    FVR · Frontview Reit Inc
    Fmr Llc
    12% · 2,928,548 shSEC
  • PassiveAmendment 7
    Nov 5, 2026
    GFS · Globalfoundries Inc
    Fmr Llc
    8.2% · 45,043,140 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    CAI · Caris Life Sciences Inc
    Fmr Llc
    13.4% · 37,795,317 shSEC
  • PassiveAmendment 5Below 5%
    Nov 5, 2026
    BYRN · Byrna Technologies Inc
    Fmr Llc
    2.5% · 596,238 shSEC
  • PassiveAmendment 3
    Nov 5, 2026
    CRL · Charles River Laboratories International, Inc.
    Fmr Llc
    12.4% · 5,922,755 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    AVR · Anteris Technologies Global Corp
    Fmr Llc
    8.7% · 8,484,333 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    ATMU · Atmus Filtration Technologies Inc
    Fmr Llc
    5.4% · 4,381,251 shSEC
  • PassiveAmendment 3
    Nov 5, 2026
    ACLS · Axcelis Technologies Inc
    Fmr Llc
    11.4% · 3,521,264 shSEC
  • PassiveAmendment 1Below 5%
    Nov 5, 2026
    ANF · Abercrombie & Fitch Co
    Fmr Llc
    2.6% · 1,120,403 shSEC
  • PassiveAmendment 5
    Nov 5, 2026
    ALNT · Allient Inc
    Fmr Llc
    10.7% · 1,818,546 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    WEA · Western Asset Premier Bond Fund
    Sit Investment Associates Inc
    10.7% · 1,265,260 shSEC
  • PassiveAmendment 4
    Nov 5, 2026
    FINS · Angel Oak Financial Strategies Income Term Trust
    Sit Investment Associates Inc
    33.9% · 11,323,734 shSEC
  • PassiveAmendment 2Below 5%
    Nov 5, 2026
    ARRY · Array Technologies, Inc.
    Voya Financial, Inc.
    0.2% · 355,810 shSEC
  • PassiveAmendment 3Below 5%
    Nov 4, 2026
    Forte Biosciences, Inc.
    Tybourne Capital Management (Hk) Ltd
    0% · 0 shSEC
  • PassiveAmendment 11
    Nov 4, 2026
    MHK · Mohawk Industries Inc
    BlackRock, Inc.
    10.4% · 6,037,476 shSEC
  • PassiveAmendment 13Below 5%
    Nov 4, 2026
    NAVI · Navient LLC
    BlackRock, Inc.
    0% · 0 shSEC
  • PassiveAmendment 1Below 5%
    Nov 4, 2026
    iShares Future AI Beneficiaries ETF
    BlackRock Portfolio Management LLC
    2.1% · 200,000 shSEC
  • PassiveAmendment 6
    Nov 4, 2026
    iShares iBonds 2033 Term High Yield and Income ETF
    BlackRock Portfolio Management LLC
    50% · 400,000 shSEC
  • PassiveAmendment 1Below 5%
    Nov 4, 2026
    INN · Summit Hotel Properties, Inc.
    UBS Group AG
    0% · 0 shSEC
  • PassiveAmendment 9
    Nov 3, 2026
    IEHC · IEH Corporation
    Zeff Capital, LP
    7.9% · 195,854 shSEC
  • PassiveAmendment 3
    Nov 3, 2026
    CTKB · Cytek Biosciences, Inc.
    Millennium Management LLC
    5.6% · 7,281,488 shSEC
  • PassiveAmendment 21
    Nov 3, 2026
    Advantage Oil & Gas Ltd.
    Mackenzie Financial Corp
    9.9% · 16,667,817 shSEC
  • PassiveAmendment 7
    Nov 3, 2026
    CSIQ · Canadian Solar Inc.
    Mackenzie Financial Corp
    7.9% · 5,383,562 shSEC
  • PassiveAmendment 13Below 5%
    Nov 3, 2026
    STN · Stantec Inc
    Mackenzie Financial Corp
    0.9% · 1,001,770 shSEC
  • PassiveAmendment 7Below 5%
    Nov 3, 2026
    CAE · Cae Inc
    Mackenzie Financial Corp
    2.4% · 7,616,792 shSEC
  • PassiveAmendment 1
    Nov 3, 2026
    DTIL · Precision BioSciences, Inc.
    Octagon Capital Advisors LP
    5.73% · 1,651,497 shSEC
  • PassiveAmendment 4
    Nov 3, 2026
    ARRY · Array Technologies Inc
    Grantham, Mayo, Van Otterloo & Co. LLC
    9.52% · 14,672,398 shSEC
  • PassiveAmendment 1
    Nov 2, 2026
    LUMN · Lumen Technologies, Inc.
    Dan Hagan
    7.3% · 75,000,000 shSEC
  • PassiveAmendment 1
    Nov 2, 2026
    BEPC · Brookfield Renewable Corp
    ClearBridge Investments Ltd
    7% · 10,630,742 shSEC
  • PassiveAmendment 4
    Nov 2, 2026
    NMCO · Nuveen Municipal Credit Opportunities Fund
    JPMorgan Chase Bank, National Association
    24.5% · 990 shSEC
  • PassiveAmendment 2
    Nov 2, 2026
    TEVA · Teva Pharmaceutical Industries Ltd.
    Harel Insurance Investments & Financial Services Ltd.
    6% · 70,418,201 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    UMH · UMH Properties Inc
    Vanguard Portfolio Management
    4.99% · 4,266,820 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    TYL · Tyler Technologies Inc
    Vanguard Portfolio Management
    4.86% · 1,991,723 shSEC
  • PassiveAmendment 1Below 5%
    Oct 30, 2026
    SVC · Service Properties Trust
    Vanguard Portfolio Management
    4.91% · 6,367,588 shSEC
  • PassiveAmendment 1
    Oct 30, 2026
    JBGS · JBG SMITH Properties
    Vanguard Portfolio Management
    8.64% · 5,061,956 shSEC