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Institutional Filings Guide ↗
Form Filer Company Sector % Owned Mkt Cap D1% D2% D3% D4% D5%
13D/A Mack Hicks BENFW Beneficient Financial Services 81.2% $2M +0.0% +0.0% -1.0% +2.0% +7.8%
13D Lincoln National Corporation Lincoln Partners Group Royalty Fund 80.9%
13D/A Thomas J. Herzfeld, et al. HERZ Herzfeld Credit Income Fund, Financial Services 44.9% $28M -0.1% -1.8% -1.8% -5.6% -3.7%
13D/A PAULSON & CO. INC. THM INTERNATIONAL TOWER HILL MIN Basic Materials 39.9% $468M -2.3% +1.9% -1.9% +1.9% -4.7%
13D/A Erik M. Herzfeld, et al. HERZ Herzfeld Credit Income Fund, Financial Services 38.6% $28M -0.1% -1.8% -1.8% -5.6% -3.7%
13D/A Jacobs Private Equity II, LLC QXO-PB QXO, Inc. 35.7%
13D/A Cerberus Capital Management II, L.P. EOSE Eos Energy Enterprises, Inc. Industrials 32.0% $1.6B -1.8% +2.5% -3.2% +7.1% +0.0%
13D/A Cevian Capital II GP LTD PSORF PEARSON PLC Communication Services 19.2% $9.1B +0.0% +0.0% +0.0% +6.8% +6.8%
13D Lincoln National Corporation Lincoln Bain Capital Total Credit Fund 18.7%
13D/A 13G→D Oasis Management Company Ltd. STRS Stratus Properties Inc Real Estate 12.9% $237M -0.1% -0.3% +1.7% +0.8% -0.2%
13D/A Fairmount Funds Management LLC SYRE SPYRE THERAPEUTICS, INC. Healthcare 9.1% $4.3B -2.9% -0.5% -5.7% -5.1% -2.0%
13D Tether Global Investments Fund, S.I.C.A.F., S.A. ANTA Antalpha Platform Holding Co Financial Services 8.2% $206M -0.1% -4.0% -7.9% -2.8% -4.5%
13D Shamrock Ionetix LLC Ionetix Corp / DE / 6.8%
13D/A ORBIMED ADVISORS LLC SION Sionna Therapeutics, Inc. Healthcare 6.6% $1.8B -2.0% +1.3% -10.1% -10.6% -8.0%
13D/A AE RED HOLDINGS, LLC RDW Redwire Corp Industrials 5.8% $1.4B +1.0% +16.8% -1.7% -5.2% -8.6%
13D Eizenman Avinoam SILC Silicom Ltd. Technology 5.7% $264M +6.9% +3.7% -0.5% +3.3% -2.4%
13D/A Altai Capital Management, L.P. OSUR OraSure Technologies, Inc. Healthcare 5.2% $216M -0.9% -2.2% -4.4% -6.0% -5.6%
13D/A Shinning Stone Invest Co., Ltd. BTDR Bitdeer Technologies Group Technology 4.9% $2.6B -7.3% -3.5% -6.7% -7.4% -11.7%
13G/A Manufacturers Life Reinsurance Limited John Hancock GA Senior Loan Trust
13G/A WOLVERINE ASSET MANAGEMENT LLC NMPAR NMP Acquisition Corp. Financial Services $3M -8.7% -0.9% +0.9% +0.8% -11.3%
13G/A THRIVENT FINANCIAL FOR LUTHERANS TPB Turning Point Brands, Inc. Consumer Defensive $1.6B -16.5% -14.9% -11.0% -7.4% -5.5%
13G/A TRUIST FINANCIAL CORP Nomura ETF Trust
13G/A TRUIST FINANCIAL CORP FIRST TRUST EXCHANGE-TRADED FUND VIII
13G/A BIGGER CAPITAL FUND L P CLPT ClearPoint Neuro, Inc. Healthcare $333M -3.9% -1.5% -3.7% +5.6% +0.4%
13G/A Wolverine Asset Management, LLC Haymaker Acquisition Corp. 4
13G/A Wolverine Asset Management, LLC ORIQW Origin Investment Corp. I Financial Services $1M -18.2% +6.1% +9.7% -30.4% -20.4%
13G/A Wolverine Asset Management, LLC APACR Stonebridge Acquisition II C Financial Services $892K
13G/A Integrated Core Strategies (US) LLC KRUS Kura Sushi USA, Inc. Consumer Cyclical $674M -1.8% -2.0% -6.4% -7.2% -9.2%
13G Wolverine Asset Management, LLC POLEW Andretti Acquisition Corp. I Financial Services $3M +17.1% +26.0% +17.2% +25.9% +6.4%
13G/A TRUIST FINANCIAL CORP FIRST TRUST EXCHANGE-TRADED FUND IV
13G Wolverine Asset Management, LLC GLED-UN GalaxyEdge Acquisition Corp.
13G/A Wolverine Asset Management, LLC FVNNR Future Vision II Acquisition Financial Services $884K
13G/A TRUIST FINANCIAL CORP FIRST TRUST EXCHANGE-TRADED FUND VIII
13G/A Wolverine Asset Management, LLC SOUL-UN Soulpower Acquisition Corpor Financial Services $269M +0.0% +0.0% +0.0% +0.0% +0.0%
13G/A LVIP GLOBAL GROWTH ALLOCATION MANAGED RISK FUND, A SERIES OF LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LINCOLN BAIN CAPITAL TOTAL CREDIT FUND
13G/A TRUIST FINANCIAL CORP ALPS ETF Trust
13G/A TRUIST FINANCIAL CORP J.P. Morgan Exchange-Traded Fund Trust
13G/A TRUIST FINANCIAL CORP Harbor ETF Trust
13G/A Nonghyup Bank acting as trustee of Truston Core Infra Qualified Investment Type Private Investment Trust II Ares Core Infrastructure Fund
13G/A TRUIST FINANCIAL CORP Two Roads Shared Trust
13G/A LILLY ENDOWMENT, INC. LLY ELI LILLY AND COMPANY Healthcare $933.7B -1.8% +0.2% -0.2% -3.9% -5.6%
13G/A TRUIST FINANCIAL CORP FIRST TRUST EXCHANGE-TRADED FUND VIII
13G/A Wolverine Asset Management, LLC CAPNU Cayson Acquisition Corp. Financial Services $94M
13G B. Scott Swann ROC Rank One Computing Corporati Technology $115M -2.1% -1.1% -5.7% +7.0% +2.1%
13D Unknown RLBY Industrials $21M +0.0% +0.0% +0.0% +0.0% +0.0%
13G Wolverine Asset Management, LLC SSACR SPACSphere Acquisition Corpo Financial Services $3M
13G Scott Klum ROC Rank One Computing Corporati Technology $115M -2.1% -1.1% -5.7% +7.0% +2.1%
13G TOMS Capital Investment Management LP GLNG GOLAR LNG LTD Energy $5.8B +0.6% +0.2% +0.3% +0.2% +0.6%
13G Brendan Klare ROC Rank One Computing Corporati Technology $115M -2.1% -1.1% -5.7% +7.0% +2.1%
13G Ospraie Real Assets Fund LP IONETIX CORPORATION
13G Madison Avenue International LP STAA STAAR SURGICAL CO Healthcare $1.4B -2.4% -2.9% -2.7% +0.5% +4.5%
13G Gates Foundation Trust IIF Morgan Stanley India Investm Financial Services $209M -0.9% -0.5% -2.1% -2.3% -2.4%
13G Uber Technologies, Inc LCID Lucid Group, Inc. Consumer Cyclical $2.1B +5.3% +2.4% -7.1% -7.4% -12.1%
13G TRUIST FINANCIAL CORP ETF Opportunities Trust
13G Wolverine Asset Management, LLC SOCAU Solarius Capital Acquisition Financial Services $184M +0.0% -1.4% -1.4% -0.6% -0.7%
13G YA II PN, Ltd. RNAZ TransCode Therapeutics, Inc. Healthcare $7M -0.2% -3.3% -2.5% -4.2% -4.2%
13G TRUIST FINANCIAL CORP FIRST TRUST EXCHANGE-TRADED FUND
13G TRUIST FINANCIAL CORP Zacks Trust
13G TRUIST FINANCIAL CORP Hartford Funds Exchange-Traded Trust
13G Wolverine Asset Management, LLC BPACU Blueport Acquisition Ltd. Financial Services $291M
13G TRUIST FINANCIAL CORP FIRST TRUST EXCHANGE-TRADED FUND VI
13G Benjamin Klein ROC Rank One Computing Corporati Technology $115M -2.1% -1.1% -5.7% +7.0% +2.1%
13G Joshua Klontz ROC Rank One Computing Corporati Technology $115M -2.1% -1.1% -5.7% +7.0% +2.1%
13G Integrated Core Strategies (US) LLC SKIN The Beauty Health Company Consumer Defensive $116M -0.3% +1.9% -6.5% -3.7% -0.3%
13G TRUIST FINANCIAL CORP LCGMF LION COPPER & GOLD CORP. Basic Materials $101M -2.4% +3.2% -4.4% +18.9% +8.1%
13G Wolverine Asset Management, LLC NBRGU Newbridge Acquisition Limite Financial Services $60M -0.3% -0.3% -0.3% -0.3% -0.3%
13G Eleven Ventures LLC DTCX Datacentrex, Inc. Technology $43M -5.4% +3.9% +1.5% +11.2% +7.3%
13G Wolverine Asset Management, LLC MMTXW Miluna Acquisition Corp Financial Services $900K