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 filings only, amendments hidden. Show all filings →1–20 of 20
- PassiveNewNov 13, 2026The Toronto-Dominion Bank5.2% · 3,871,296 shSEC
- PassiveNewNov 13, 2026Karpus Management, Inc.5.85% · 1,397,593 shSEC
- PassiveNewNov 13, 2026Endeavour Capital Advisors Inc.7.2% · 410,671 shSEC
- PassiveNewNov 13, 2026Brown Advisory Inc5.26% · 1,834,063 shSEC
- PassiveNewNov 13, 2026North Reef Capital Management LP5.04% · 3,380,000 shSEC
- PassiveNewNov 13, 2026North Reef Capital Management LP6.19% · 2,425,109 shSEC
- PassiveNewNov 13, 2026Rhinebeck Bank Employee Stock Ownership Plan Trust5.86% · 915,766 shSEC
- PassiveNewNov 13, 2026Innovator ETFs TrustUs Bancorp \De\5.4% · 374,773 shSEC
- PassiveNewNov 13, 2026XAI CLO & Income Opportunities FundWells Fargo & Company43.6% · 826,345 shSEC
- PassiveNewNov 13, 2026Westchester Capital Management, LLC7.63% · 1,123,581 shSEC
- PassiveNewNov 10, 2026State Street Corporation6.6% · 5,636,632 shSEC
- PassiveNewBelow 5%Nov 10, 2026State Street Corporation4.9% · 3,955,751 shSEC
- PassiveNewBelow 5%Nov 10, 2026State Street Corporation4.8% · 6,254,871 shSEC
- PassiveNewBelow 5%Nov 10, 2026State Street Corporation4.9% · 1,486,413 shSEC
- PassiveNewBelow 5%Nov 10, 2026State Street Corporation4.8% · 3,210,262 shSEC
- ActivistNewNov 5, 2026Third Point Private Capital Income FundThird Point LLC100% · 161,000 shSEC
- PassiveNewNov 5, 2026Fmr Llc6.1% · 3,194,614 shSEC
- PassiveNewNov 5, 2026Capital Group Short Duration Income ETFFmr Llc5.4% · 5,857,186 shSEC
- ActivistNewNov 4, 2026Main Street Capital CORP5% · 2,250,574 shSEC
- ActivistNewNov 4, 2026Saba Capital Management, L.P.5.18% · 7,976,862 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveNew | XNCR | The Toronto-Dominion Bank in Xencor Inc | 5.2% | 3,871,296 | Nov 13, 2026 | SEC |
PassiveNew | PNI | Karpus Management, Inc. in Pimco New York Municipal Income Fund Ii | 5.85% | 1,397,593 | Nov 13, 2026 | SEC |
PassiveNew | PBAM | Endeavour Capital Advisors Inc. in Private Bancorp of America, Inc. | 7.2% | 410,671 | Nov 13, 2026 | SEC |
PassiveNew | LCLN | Brown Advisory Inc in Lincoln International, Inc. | 5.26% | 1,834,063 | Nov 13, 2026 | SEC |
PassiveNew | ABCB | North Reef Capital Management LP in Ameris Bancorp | 5.04% | 3,380,000 | Nov 13, 2026 | SEC |
PassiveNew | AMTB | North Reef Capital Management LP in Amerant Bancorp Inc. | 6.19% | 2,425,109 | Nov 13, 2026 | SEC |
PassiveNew | RBKB | Rhinebeck Bank Employee Stock Ownership Plan Trust in Rhinebeck Bancorp, Inc. | 5.86% | 915,766 | Nov 13, 2026 | SEC |
PassiveNew | — | Us Bancorp \De\ in Innovator ETFs Trust | 5.4% | 374,773 | Nov 13, 2026 | SEC |
PassiveNew | — | Wells Fargo & Company in XAI CLO & Income Opportunities Fund | 43.6% | 826,345 | Nov 13, 2026 | SEC |
PassiveNew | NCO | Westchester Capital Management, LLC in Southern Cross Acquisition I Corp. | 7.63% | 1,123,581 | Nov 13, 2026 | SEC |
PassiveNew | SXC | State Street Corporation in Suncoke Energy Inc | 6.6% | 5,636,632 | Nov 10, 2026 | SEC |
PassiveNewBelow 5% | HWC | State Street Corporation in Hancock Whitney Corp | 4.9% | 3,955,751 | Nov 10, 2026 | SEC |
PassiveNewBelow 5% | GBCI | State Street Corporation in Glacier Bancorp Inc | 4.8% | 6,254,871 | Nov 10, 2026 | SEC |
PassiveNewBelow 5% | EGBN | State Street Corporation in Eagle Bancorp Inc | 4.9% | 1,486,413 | Nov 10, 2026 | SEC |
PassiveNewBelow 5% | ABCB | State Street Corporation in Ameris Bancorp | 4.8% | 3,210,262 | Nov 10, 2026 | SEC |
ActivistNew | — | Third Point LLC in Third Point Private Capital Income Fund | 100% | 161,000 | Nov 5, 2026 | SEC |
PassiveNew | NBTB | Fmr Llc in Nbt Bancorp Inc | 6.1% | 3,194,614 | Nov 5, 2026 | SEC |
PassiveNew | — | Fmr Llc in Capital Group Short Duration Income ETF | 5.4% | 5,857,186 | Nov 5, 2026 | SEC |
ActivistNew | MSIF | Main Street Capital CORP in Msc Income Fund, Inc. | 5% | 2,250,574 | Nov 4, 2026 | SEC |
ActivistNew | VVR | Saba Capital Management, L.P. in Invesco Senior Income Trust | 5.18% | 7,976,862 | Nov 4, 2026 | SEC |