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 58
- PassiveAmendment 2Nov 14, 2026Chernett Jorey5.6% · 5,934,872 shSEC
- PassiveAmendment 1Below 5%Nov 14, 2026Sculptor Capital LP0% · 0 shSEC
- ActivistAmendment 1Below 5%Nov 14, 2026John C. Lame and Susan K. Lame Inheritance Trust 5/18/20202.27% · 197,878 shSEC
- ActivistAmendment 2Nov 13, 2026Patrick G. Enright9.8% · 4,153,873 shSEC
- PassiveAmendment 6Nov 13, 2026Manulife Investment Management (US) LLC5.31% · 1,059,176 shSEC
- PassiveAmendment 4Nov 13, 2026Invesco Real Estate Income Trust Inc.Invesco Advisers, Inc.8.8% · 2,079,039 shSEC
- PassiveAmendment 11Nov 13, 2026Randall J. Levitt6% · 971,566 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Morgan Stanley3.6% · 381,857 shSEC
- PassiveAmendment 1Nov 13, 2026Fourthstone LLC8.74% · 189,910 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026Fourthstone LLC3.46% · 198,491 shSEC
- PassiveAmendment 1Nov 13, 2026Fourthstone LLC9.27% · 292,504 shSEC
- PassiveAmendment 1Nov 13, 2026Southern Michigan Bancorp IncFourthstone LLC7.22% · 335,863 shSEC
- PassiveAmendment 3Nov 13, 2026Fourthstone LLC9.48% · 1,554,776 shSEC
- PassiveAmendment 7Nov 13, 2026Morgan Stanley9.1% · 1,526,975 shSEC
- PassiveAmendment 2Nov 13, 2026Morgan Stanley7.6% · 9,538,578 shSEC
- PassiveAmendment 2Below 5%Nov 13, 2026Jonah Marcus3.7% · 1,166,297 shSEC
- PassiveAmendment 4Nov 13, 2026Karpus Management, Inc.18.37% · 227,741 shSEC
- PassiveAmendment 1Nov 13, 2026Karpus Management, Inc.19.9% · 238,845 shSEC
- PassiveAmendment 7Nov 13, 2026Joshua Bernstein5.4% · 875,617 shSEC
- ActivistAmendment 1Nov 13, 2026NYLIM MacKay Muni Income Opportunities FundNYLIM Capital LLC80.6% · 5,438,663 shSEC
- PassiveAmendment 7Nov 13, 2026James F. Whalen6% · 982,786 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Deerfield Management Company, L.P.3.91% · 3,138,167 shSEC
- PassiveAmendment 4Nov 13, 2026FJ Capital Management LLC6.7% · 227,339 shSEC
- PassiveAmendment 1Nov 13, 2026Verdugo Bentley Marie T.8.62% · 25,091,940 shSEC
- ActivistAmendment 7Nov 13, 2026Encompass Capital Advisors LLC19.99% · 73,791,697 shSEC
- PassiveAmendment 5Nov 13, 2026Invesco Real Estate Income Trust Inc.First Trust Capital Management L.P.46.65% · 1,814,270 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026North Reef Capital Management LP4.85% · 1,479,190 shSEC
- PassiveAmendment 6Nov 12, 2026Dodge & Cox12.3% · 61,430,997 shSEC
- ActivistAmendment 33Nov 10, 2026Erik M. Herzfeld, et al.31.83% · 611,527 shSEC
- ActivistAmendment 40Nov 10, 2026Thomas J. Herzfeld, et al.38.16% · 733,098 shSEC
- PassiveAmendment 4Nov 10, 2026Brian Choi7.2% · 1,081,544 shSEC
- PassiveAmendment 3Nov 10, 2026Thomas A. Satterfield, Jr.9.9% · 5,434,150 shSEC
- PassiveAmendment 3Nov 10, 2026Stone Point Credit Income FundCalifornia State Teachers Retirement System9.1% · 1,677,300 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026The Goldman Sachs Group, Inc.3.7% · 2,513,498 shSEC
- ActivistAmendment 1Nov 10, 2026Core University Living Real Estate Income TrustCS RE Holdings, LLC19.1% · 2,625,661 shSEC
- PassiveAmendment 3Nov 9, 2026Kibo Investments Pte. Ltd.7.3% · 3,184,094 shSEC
- PassiveAmendment 1Below 5%Nov 9, 2026Leggett & Platt, IncorporatedThe Goldman Sachs Group, Inc.0% · 0 shSEC
- PassiveAmendment 3Nov 9, 2026Stock Yards Bank & Trust Co8% · 2,496,585 shSEC
- PassiveAmendment 4Nov 7, 2026Morgan Stanley10.1% · 6,182,834 shSEC
- PassiveAmendment 3Nov 6, 2026Morgan Stanley9.9% · 6,101,066 shSEC
- PassiveAmendment 5Nov 6, 2026Eagle Point Credit Management LLC11.7% · 143,052 shSEC
- PassiveAmendment 1Below 5%Nov 6, 2026Karpus Management, Inc.1.25% · 19,000 shSEC
- PassiveAmendment 1Nov 6, 2026Barclays PLC7.16% · 1,574,020 shSEC
- PassiveAmendment 18Nov 6, 2026Primecap Management Co/Ca/13.29% · 9,879,855 shSEC
- ActivistAmendment 7Nov 6, 2026Saba Capital Management, L.P.13.48% · 1,821,810 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Xencor, Inc.1.5% · 1,000,000 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Neuberger Berman Group LLC4.8% · 1,479,934 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026Keystone Capital Partners, LLC6.32% · 419,298 shSEC
- PassiveAmendment 1Below 5%Nov 5, 2026iShares Securitized Income Active ETFFmr Llc3.1% · 470,126 shSEC
- PassiveAmendment 5Nov 5, 2026Fmr Llc8% · 1,533,119 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 2 | STLN | Chernett Jorey in Starling Oncology, Inc. | 5.6% | 5,934,872 | Nov 14, 2026 | SEC |
PassiveAmendment 1Below 5% | NCO | Sculptor Capital LP in Southern Cross Acquisition I Corp. | 0% | 0 | Nov 14, 2026 | SEC |
ActivistAmendment 1Below 5% | INBK | John C. Lame and Susan K. Lame Inheritance Trust 5/18/2020 in First Internet Bancorp | 2.27% | 197,878 | Nov 14, 2026 | SEC |
ActivistAmendment 2 | MANE | Patrick G. Enright in Veradermics, Incorporated | 9.8% | 4,153,873 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | RVSB | Manulife Investment Management (US) LLC in Riverview Bancorp Inc | 5.31% | 1,059,176 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | — | Invesco Advisers, Inc. in Invesco Real Estate Income Trust Inc. | 8.8% | 2,079,039 | Nov 13, 2026 | SEC |
PassiveAmendment 11 | CBNK | Randall J. Levitt in Capital Bancorp, Inc. | 6% | 971,566 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | IAE | Morgan Stanley in Voya Asia Pacific High Dividend Equity Income Fund | 3.6% | 381,857 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | STBI | Fourthstone LLC in Sturgis Bancorp, Inc. | 8.74% | 189,910 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | PBAM | Fourthstone LLC in Private Bancorp Of America, Inc. | 3.46% | 198,491 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | CBKM | Fourthstone LLC in Consumers Bancorp, Inc. | 9.27% | 292,504 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | — | Fourthstone LLC in Southern Michigan Bancorp Inc | 7.22% | 335,863 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | FNRN | Fourthstone LLC in First Northern Community Bancorp | 9.48% | 1,554,776 | Nov 13, 2026 | SEC |
PassiveAmendment 7 | BWG | Morgan Stanley in BrandywineGLOBAL-Global Income Opportunities Fund Inc | 9.1% | 1,526,975 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | ACP | Morgan Stanley in abrdn Income Credit Strategies Fund | 7.6% | 9,538,578 | Nov 13, 2026 | SEC |
PassiveAmendment 2Below 5% | BCAL | Jonah Marcus in California Bancorp | 3.7% | 1,166,297 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | EIIA | Karpus Management, Inc. in Eagle Point Institutional Income Fund | 18.37% | 227,741 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | CCIF | Karpus Management, Inc. in Carlyle Credit Income Fund | 19.9% | 238,845 | Nov 13, 2026 | SEC |
PassiveAmendment 7 | CBNK | Joshua Bernstein in Capital Bancorp, Inc. | 5.4% | 875,617 | Nov 13, 2026 | SEC |
ActivistAmendment 1 | — | NYLIM Capital LLC in NYLIM MacKay Muni Income Opportunities Fund | 80.6% | 5,438,663 | Nov 13, 2026 | SEC |
PassiveAmendment 7 | CBNK | James F. Whalen in Capital Bancorp, Inc. | 6% | 982,786 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | BBOT | Deerfield Management Company, L.P. in BridgeBio Oncology Therapeutics, Inc. | 3.91% | 3,138,167 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | CBNA | FJ Capital Management LLC in Chain Bridge Bancorp Inc. | 6.7% | 227,339 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | BSY | Verdugo Bentley Marie T. in Bentley Systems, Incorporated | 8.62% | 25,091,940 | Nov 13, 2026 | SEC |
ActivistAmendment 7 | TE | Encompass Capital Advisors LLC in T1 Energy Inc. | 19.99% | 73,791,697 | Nov 13, 2026 | SEC |
PassiveAmendment 5 | — | First Trust Capital Management L.P. in Invesco Real Estate Income Trust Inc. | 46.65% | 1,814,270 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | EGBN | North Reef Capital Management LP in Eagle Bancorp, Inc. | 4.85% | 1,479,190 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | ELAN | Dodge & Cox in Elanco Animal Health Incorporated | 12.3% | 61,430,997 | Nov 12, 2026 | SEC |
ActivistAmendment 33 | HERZ | Erik M. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc. | 31.83% | 611,527 | Nov 10, 2026 | SEC |
ActivistAmendment 40 | HERZ | Thomas J. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc. | 38.16% | 733,098 | Nov 10, 2026 | SEC |
PassiveAmendment 4 | OPBK | Brian Choi in OP Bancorp | 7.2% | 1,081,544 | Nov 10, 2026 | SEC |
PassiveAmendment 3 | OSTX | Thomas A. Satterfield, Jr. in OS Therapies Incorporated | 9.9% | 5,434,150 | Nov 10, 2026 | SEC |
PassiveAmendment 3 | — | California State Teachers Retirement System in Stone Point Credit Income Fund | 9.1% | 1,677,300 | Nov 10, 2026 | SEC |
PassiveAmendment 1Below 5% | PPLI | The Goldman Sachs Group, Inc. in People Incorporated | 3.7% | 2,513,498 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | — | CS RE Holdings, LLC in Core University Living Real Estate Income Trust | 19.1% | 2,625,661 | Nov 10, 2026 | SEC |
PassiveAmendment 3 | GNK | Kibo Investments Pte. Ltd. in Genco Shipping & Trading Ltd | 7.3% | 3,184,094 | Nov 9, 2026 | SEC |
PassiveAmendment 1Below 5% | — | The Goldman Sachs Group, Inc. in Leggett & Platt, Incorporated | 0% | 0 | Nov 9, 2026 | SEC |
PassiveAmendment 3 | SYBT | Stock Yards Bank & Trust Co in Stock Yards Bancorp, Inc. | 8% | 2,496,585 | Nov 9, 2026 | SEC |
PassiveAmendment 4 | WIW | Morgan Stanley in Western Asset Inflation-Linked Opportunities & Income Fund | 10.1% | 6,182,834 | Nov 7, 2026 | SEC |
PassiveAmendment 3 | WIW | Morgan Stanley in Western Asset Inflation-Linked Opportunities & Income Fund | 9.9% | 6,101,066 | Nov 6, 2026 | SEC |
PassiveAmendment 5 | CCIF | Eagle Point Credit Management LLC in Carlyle Credit Income Fund | 11.7% | 143,052 | Nov 6, 2026 | SEC |
PassiveAmendment 1Below 5% | EIC | Karpus Management, Inc. in Eagle Point Income Co | 1.25% | 19,000 | Nov 6, 2026 | SEC |
PassiveAmendment 1 | OPI | Barclays PLC in Office Properties Income Tru | 7.16% | 1,574,020 | Nov 6, 2026 | SEC |
PassiveAmendment 18 | XNCR | Primecap Management Co/Ca/ in Xencor Inc | 13.29% | 9,879,855 | Nov 6, 2026 | SEC |
ActivistAmendment 7 | ECF | Saba Capital Management, L.P. in Ellsworth Growth and Income Fund Ltd. | 13.48% | 1,821,810 | Nov 6, 2026 | SEC |
PassiveAmendment 1Below 5% | ZBIO | Xencor, Inc. in Zenas BioPharma, Inc. | 1.5% | 1,000,000 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | SYBT | Neuberger Berman Group LLC in Stock Yards Bancorp, Inc. | 4.8% | 1,479,934 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | ONCO | Keystone Capital Partners, LLC in Onconetix, Inc. | 6.32% | 419,298 | Nov 5, 2026 | SEC |
PassiveAmendment 1Below 5% | — | Fmr Llc in iShares Securitized Income Active ETF | 3.1% | 470,126 | Nov 5, 2026 | SEC |
PassiveAmendment 5 | WASH | Fmr Llc in Washington Trust Bancorp, Inc | 8% | 1,533,119 | Nov 5, 2026 | SEC |