Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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New Amendments All

Stake type

Activist Passive

Min % owned

≥10%≥20%

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Amendments only.1–49 of 49

PassiveAmendment 2
Nov 14, 2026
STLN · Starling Oncology, Inc.
Chernett Jorey
5.6% · 5,934,872 shSEC
PassiveAmendment 1Below 5%
Nov 14, 2026
NCO · Southern Cross Acquisition I Corp.
Sculptor Capital LP
0% · 0 shSEC
PassiveAmendment 6
Nov 13, 2026
RVSB · Riverview Bancorp Inc
Manulife Investment Management (US) LLC
5.31% · 1,059,176 shSEC
PassiveAmendment 4
Nov 13, 2026
Invesco Real Estate Income Trust Inc.
Invesco Advisers, Inc.
8.8% · 2,079,039 shSEC
PassiveAmendment 11
Nov 13, 2026
CBNK · Capital Bancorp, Inc.
Randall J. Levitt
6% · 971,566 shSEC
PassiveAmendment 1Below 5%
Nov 13, 2026
IAE · Voya Asia Pacific High Dividend Equity Income Fund
Morgan Stanley
3.6% · 381,857 shSEC
PassiveAmendment 1
Nov 13, 2026
STBI · Sturgis Bancorp, Inc.
Fourthstone LLC
8.74% · 189,910 shSEC
PassiveAmendment 3Below 5%
Nov 13, 2026
PBAM · Private Bancorp Of America, Inc.
Fourthstone LLC
3.46% · 198,491 shSEC
PassiveAmendment 1
Nov 13, 2026
CBKM · Consumers Bancorp, Inc.
Fourthstone LLC
9.27% · 292,504 shSEC
PassiveAmendment 1
Nov 13, 2026
Southern Michigan Bancorp Inc
Fourthstone LLC
7.22% · 335,863 shSEC
PassiveAmendment 3
Nov 13, 2026
FNRN · First Northern Community Bancorp
Fourthstone LLC
9.48% · 1,554,776 shSEC
PassiveAmendment 7
Nov 13, 2026
BWG · BrandywineGLOBAL-Global Income Opportunities Fund Inc
Morgan Stanley
9.1% · 1,526,975 shSEC
PassiveAmendment 2
Nov 13, 2026
ACP · abrdn Income Credit Strategies Fund
Morgan Stanley
7.6% · 9,538,578 shSEC
PassiveAmendment 2Below 5%
Nov 13, 2026
BCAL · California Bancorp
Jonah Marcus
3.7% · 1,166,297 shSEC
PassiveAmendment 4
Nov 13, 2026
EIIA · Eagle Point Institutional Income Fund
Karpus Management, Inc.
18.37% · 227,741 shSEC
PassiveAmendment 1
Nov 13, 2026
CCIF · Carlyle Credit Income Fund
Karpus Management, Inc.
19.9% · 238,845 shSEC
PassiveAmendment 7
Nov 13, 2026
CBNK · Capital Bancorp, Inc.
Joshua Bernstein
5.4% · 875,617 shSEC
PassiveAmendment 7
Nov 13, 2026
CBNK · Capital Bancorp, Inc.
James F. Whalen
6% · 982,786 shSEC
PassiveAmendment 1Below 5%
Nov 13, 2026
BBOT · BridgeBio Oncology Therapeutics, Inc.
Deerfield Management Company, L.P.
3.91% · 3,138,167 shSEC
PassiveAmendment 4
Nov 13, 2026
CBNA · Chain Bridge Bancorp Inc.
FJ Capital Management LLC
6.7% · 227,339 shSEC
PassiveAmendment 1
Nov 13, 2026
BSY · Bentley Systems, Incorporated
Verdugo Bentley Marie T.
8.62% · 25,091,940 shSEC
PassiveAmendment 5
Nov 13, 2026
Invesco Real Estate Income Trust Inc.
First Trust Capital Management L.P.
46.65% · 1,814,270 shSEC
PassiveAmendment 3Below 5%
Nov 13, 2026
EGBN · Eagle Bancorp, Inc.
North Reef Capital Management LP
4.85% · 1,479,190 shSEC
PassiveAmendment 6
Nov 12, 2026
ELAN · Elanco Animal Health Incorporated
Dodge & Cox
12.3% · 61,430,997 shSEC
PassiveAmendment 4
Nov 10, 2026
OPBK · OP Bancorp
Brian Choi
7.2% · 1,081,544 shSEC
PassiveAmendment 3
Nov 10, 2026
OSTX · OS Therapies Incorporated
Thomas A. Satterfield, Jr.
9.9% · 5,434,150 shSEC
PassiveAmendment 3
Nov 10, 2026
Stone Point Credit Income Fund
California State Teachers Retirement System
9.1% · 1,677,300 shSEC
PassiveAmendment 1Below 5%
Nov 10, 2026
PPLI · People Incorporated
The Goldman Sachs Group, Inc.
3.7% · 2,513,498 shSEC
PassiveAmendment 3
Nov 9, 2026
GNK · Genco Shipping & Trading Ltd
Kibo Investments Pte. Ltd.
7.3% · 3,184,094 shSEC
PassiveAmendment 1Below 5%
Nov 9, 2026
Leggett & Platt, Incorporated
The Goldman Sachs Group, Inc.
0% · 0 shSEC
PassiveAmendment 3
Nov 9, 2026
SYBT · Stock Yards Bancorp, Inc.
Stock Yards Bank & Trust Co
8% · 2,496,585 shSEC
PassiveAmendment 4
Nov 7, 2026
WIW · Western Asset Inflation-Linked Opportunities & Income Fund
Morgan Stanley
10.1% · 6,182,834 shSEC
PassiveAmendment 3
Nov 6, 2026
WIW · Western Asset Inflation-Linked Opportunities & Income Fund
Morgan Stanley
9.9% · 6,101,066 shSEC
PassiveAmendment 5
Nov 6, 2026
CCIF · Carlyle Credit Income Fund
Eagle Point Credit Management LLC
11.7% · 143,052 shSEC
PassiveAmendment 1Below 5%
Nov 6, 2026
EIC · Eagle Point Income Co
Karpus Management, Inc.
1.25% · 19,000 shSEC
PassiveAmendment 1
Nov 6, 2026
OPI · Office Properties Income Tru
Barclays PLC
7.16% · 1,574,020 shSEC
PassiveAmendment 18
Nov 6, 2026
XNCR · Xencor Inc
Primecap Management Co/Ca/
13.29% · 9,879,855 shSEC
PassiveAmendment 1Below 5%
Nov 5, 2026
ZBIO · Zenas BioPharma, Inc.
Xencor, Inc.
1.5% · 1,000,000 shSEC
PassiveAmendment 1Below 5%
Nov 5, 2026
SYBT · Stock Yards Bancorp, Inc.
Neuberger Berman Group LLC
4.8% · 1,479,934 shSEC
PassiveAmendment 1Below 5%
Nov 5, 2026
ONCO · Onconetix, Inc.
Keystone Capital Partners, LLC
6.32% · 419,298 shSEC
PassiveAmendment 1Below 5%
Nov 5, 2026
iShares Securitized Income Active ETF
Fmr Llc
3.1% · 470,126 shSEC
PassiveAmendment 5
Nov 5, 2026
WASH · Washington Trust Bancorp, Inc
Fmr Llc
8% · 1,533,119 shSEC
PassiveAmendment 4
Nov 5, 2026
ELAN · Elanco Animal Health Inc
Fmr Llc
13.3% · 66,242,260 shSEC
PassiveAmendment 7
Nov 5, 2026
TSI · TCW Strategic Income Fund, Inc.
Sit Investment Associates Inc
37.7% · 24,026,295 shSEC
PassiveAmendment 1
Nov 5, 2026
JHI · John Hancock Investors Trust
Sit Investment Associates Inc
10.2% · 889,068 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 6
Nov 4, 2026
iShares iBonds 2033 Term High Yield and Income ETF
BlackRock Portfolio Management LLC
50% · 400,000 shSEC
PassiveAmendment 5
Nov 4, 2026
iShares Nasdaq Premium Income Active ETF
BlackRock Portfolio Management LLC
25.1% · 200,656 shSEC
PassiveAmendment 3
Nov 4, 2026
John Hancock GA Senior Loan Trust
Manulife International Limited
9% · 7,828,201 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
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
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
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
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
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
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
PassiveAmendment 4	ELAN	Fmr Llc in Elanco Animal Health Inc	13.3%	66,242,260	Nov 5, 2026	SEC
PassiveAmendment 7	TSI	Sit Investment Associates Inc in TCW Strategic Income Fund, Inc.	37.7%	24,026,295	Nov 5, 2026	SEC
PassiveAmendment 1	JHI	Sit Investment Associates Inc in John Hancock Investors Trust	10.2%	889,068	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
PassiveAmendment 5	—	BlackRock Portfolio Management LLC in iShares Nasdaq Premium Income Active ETF	25.1%	200,656	Nov 4, 2026	SEC
PassiveAmendment 3	—	Manulife International Limited in John Hancock GA Senior Loan Trust	9%	7,828,201	Nov 4, 2026	SEC