Institutional Filings
Guide ↗
| Form | Filer | Company | Sector | % Owned | Mkt Cap |
|---|---|---|---|---|---|
| 13D/A | Mack Hicks | BENFW Beneficient | Financial Services | 81.2% | $2M |
| Mack Hicks acquired 81.2% stake in Beneficient through a limited conversion of preferred units into ordinary units convertible to Class A shares. | |||||
| 13D | Lincoln National Corporation | Lincoln Partners Group Royalty Fund | — | 80.9% | — |
| Lincoln National Corporation acquired 80.9% stake in Lincoln Partners Group Royalty Fund for investment purposes with no current plans for operational changes. | |||||
| 13D/A | Thomas J. Herzfeld, et al. | HERZ Herzfeld Credit Income Fund, | Financial Services | 44.9% | $29M |
| Thomas J. Herzfeld acquired 44.9% stake in Herzfeld Credit Income Fund, Inc. | |||||
| 13D/A | PAULSON & CO. INC. | THM INTERNATIONAL TOWER HILL MIN | Basic Materials | 39.9% | $480M |
| Paulson & Co. increased its stake in International Tower Hill Mines to 39.9% through a block trade acquisition of 4.9M shares on April 16, 2026. | |||||
| 13D/A | Erik M. Herzfeld, et al. | HERZ Herzfeld Credit Income Fund, | Financial Services | 38.6% | $29M |
| Erik M. Herzfeld acquired 38.6% stake in Herzfeld Credit Income Fund, Inc. through share purchases. | |||||
| 13D/A | Jacobs Private Equity II, LLC | QXO-PB QXO, Inc. | — | 35.7% | — |
| Jacobs Private Equity II acquired 35.7% of QXO, Inc. via merger agreement with TopBuild Corp., creating a wholly owned subsidiary. | |||||
| 13D/A | Cerberus Capital Management II, L.P. | EOSE Eos Energy Enterprises, Inc. | Industrials | 32.0% | $1.7B |
| Cerberus Capital Management II acquires 32% stake in Eos Energy Enterprises and appoints Nathaniel Fick to Board. | |||||
| 13D/A | Cevian Capital II GP LTD | PSORF PEARSON PLC | Communication Services | 19.2% | $9.0B |
| Cevian Capital acquired 19.2% stake in Pearson PLC to influence corporate strategy and governance as a significant shareholder activist. | |||||
| 13D | Lincoln National Corporation | Lincoln Bain Capital Total Credit Fund | — | 18.7% | — |
| Lincoln National acquired 18.7% stake (5.2M shares) in Lincoln Bain Capital Total Credit Fund for investment purposes. | |||||
| 13D/A | Oasis Management Company Ltd. | STRS Stratus Properties Inc | Real Estate | 12.9% | $237M |
| Oasis Management Company Ltd. acquired 12.9% stake in Stratus Properties Inc., becoming a significant shareholder. | |||||
| 13D/A | Fairmount Funds Management LLC | SYRE SPYRE THERAPEUTICS, INC. | Healthcare | 9.1% | $4.2B |
| Fairmount Funds Management LLC acquired 9.1% stake in Spyre Therapeutics, signaling significant investment interest in the biopharmaceutical company. | |||||
| 13D | Tether Global Investments Fund, S.I.C.A.F., S.A. | ANTA Antalpha Platform Holding Co | Financial Services | 8.2% | $206M |
| Tether Global Investments acquired 8.2% stake (1.95M shares) in Antalpha Platform via May 2025 IPO, with potential future transactions. | |||||
| 13D | Shamrock Ionetix LLC | Ionetix Corp / DE / | — | 6.8% | — |
| Shamrock Ionetix LLC acquired 6.8% stake in Ionetix Corp for investment purposes, retaining rights to buy more or sell shares. | |||||
| 13D/A | ORBIMED ADVISORS LLC | SION Sionna Therapeutics, Inc. | Healthcare | 6.6% | $1.8B |
| OrbiMed Advisors acquired 6.6% stake in Sionna Therapeutics and reserves right to review investment and take future actions based on company performance and market conditions. | |||||
| 13D/A | AE RED HOLDINGS, LLC | RDW Redwire Corp | Industrials | 5.8% | $1.4B |
| Red Holdings acquired 5.8% stake in Redwire Corp (12.2M shares) for investment purposes. | |||||
| 13D | Eizenman Avinoam | SILC Silicom Ltd. | Technology | 5.7% | $236M |
| Avinoam Eizenman crossed 5% ownership threshold in Silicom Ltd. (327,559 shares, 5.7%) due to vesting RSUs/options; holding for investment as company officer. | |||||
| 13D/A | Altai Capital Management, L.P. | OSUR OraSure Technologies, Inc. | Healthcare | 5.2% | $204M |
| Altai Capital Management acquired 5.2% stake in OraSure Technologies and secured board seat for John Bertrand through cooperation agreement. | |||||
| 13D/A | Shinning Stone Invest Co., Ltd. | BTDR Bitdeer Technologies Group | Technology | 4.9% | $2.5B |
| Shinning Stone Invest reduced stake in Bitdeer Technologies to 4.9% via estate planning transfer of 5.5M shares to affiliated entity. | |||||
| 13G/A | Manufacturers Life Reinsurance Limited | John Hancock GA Senior Loan Trust | — | — | — |
| Manufacturers Life Reinsurance Limited amended a ? passive stake in John Hancock GA Senior Loan Trust (? shares). | |||||
| 13G/A | WOLVERINE ASSET MANAGEMENT LLC | NMPAR NMP Acquisition Corp. | Financial Services | — | $3M |
| WOLVERINE ASSET MANAGEMENT LLC amended a ? passive stake in NMP Acquisition Corp. (? shares). | |||||
| 13G/A | THRIVENT FINANCIAL FOR LUTHERANS | TPB Turning Point Brands, Inc. | Consumer Defensive | — | $1.6B |
| THRIVENT FINANCIAL FOR LUTHERANS amended a ? passive stake in Turning Point Brands, Inc. (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | Nomura ETF Trust | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in Nomura ETF Trust (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | FIRST TRUST EXCHANGE-TRADED FUND VIII | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in FIRST TRUST EXCHANGE-TRADED FUND VIII (? shares). | |||||
| 13G/A | BIGGER CAPITAL FUND L P | CLPT ClearPoint Neuro, Inc. | Healthcare | — | $335M |
| BIGGER CAPITAL FUND L P amended a ? passive stake in ClearPoint Neuro, Inc. (? shares). | |||||
| 13G/A | Wolverine Asset Management, LLC | Haymaker Acquisition Corp. 4 | — | — | — |
| Wolverine Asset Management, LLC amended a ? passive stake in Haymaker Acquisition Corp. 4 (? shares). | |||||
| 13G/A | Wolverine Asset Management, LLC | ORIQW Origin Investment Corp. I | Financial Services | — | $1M |
| Wolverine Asset Management, LLC amended a ? passive stake in Origin Investment Corp. I (? shares). | |||||
| 13G/A | Wolverine Asset Management, LLC | APACR Stonebridge Acquisition II C | Financial Services | — | $892K |
| Wolverine Asset Management, LLC amended a ? passive stake in Stonebridge Acquisition II Corporation (? shares). | |||||
| 13G/A | Integrated Core Strategies (US) LLC | KRUS Kura Sushi USA, Inc. | Consumer Cyclical | — | $656M |
| Integrated Core Strategies (US) LLC amended a ? passive stake in Kura Sushi USA, Inc. (? shares). | |||||
| 13G | Wolverine Asset Management, LLC | POLEW Andretti Acquisition Corp. I | Financial Services | — | $3M |
| Wolverine Asset Management, LLC reported a ? passive stake in Andretti Acquisition Corp. II (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | FIRST TRUST EXCHANGE-TRADED FUND IV | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in FIRST TRUST EXCHANGE-TRADED FUND IV (? shares). | |||||
| 13G | Wolverine Asset Management, LLC | GLED-UN GalaxyEdge Acquisition Corp. | — | — | — |
| Wolverine Asset Management, LLC reported a ? passive stake in GalaxyEdge Acquisition Corp. (? shares). | |||||
| 13G/A | Wolverine Asset Management, LLC | FVNNR Future Vision II Acquisition | Financial Services | — | $884K |
| Wolverine Asset Management, LLC amended a ? passive stake in Future Vision II Acquisition Corp. (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | FIRST TRUST EXCHANGE-TRADED FUND VIII | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in FIRST TRUST EXCHANGE-TRADED FUND VIII (? shares). | |||||
| 13G/A | Wolverine Asset Management, LLC | SOUL-UN Soulpower Acquisition Corpor | Financial Services | — | $267M |
| Wolverine Asset Management, LLC amended a ? passive stake in Soulpower Acquisition Corporation (? shares). | |||||
| 13G/A | LVIP GLOBAL GROWTH ALLOCATION MANAGED RISK FUND, A SERIES OF LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | LINCOLN BAIN CAPITAL TOTAL CREDIT FUND | — | — | — |
| LVIP GLOBAL GROWTH ALLOCATION MANAGED RISK FUND, A SERIES OF LINCOLN VARIABLE INSURANCE PRODUCTS TRUST amended a ? passive stake in LINCOLN BAIN CAPITAL TOTAL CREDIT FUND (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | ALPS ETF Trust | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in ALPS ETF Trust (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | J.P. Morgan Exchange-Traded Fund Trust | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in J.P. Morgan Exchange-Traded Fund Trust (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | Harbor ETF Trust | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in Harbor ETF Trust (? shares). | |||||
| 13G/A | Nonghyup Bank acting as trustee of Truston Core Infra Qualified Investment Type Private Investment Trust II | Ares Core Infrastructure Fund | — | — | — |
| Nonghyup Bank acting as trustee of Truston Core Infra Qualified Investment Type Private Investment Trust II amended a ? passive stake in Ares Core Infrastructure Fund (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | Two Roads Shared Trust | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in Two Roads Shared Trust (? shares). | |||||
| 13G/A | LILLY ENDOWMENT, INC. | LLY ELI LILLY AND COMPANY | Healthcare | — | $914.5B |
| LILLY ENDOWMENT, INC. amended a ? passive stake in ELI LILLY AND COMPANY (? shares). | |||||
| 13G/A | TRUIST FINANCIAL CORP | FIRST TRUST EXCHANGE-TRADED FUND VIII | — | — | — |
| TRUIST FINANCIAL CORP amended a ? passive stake in FIRST TRUST EXCHANGE-TRADED FUND VIII (? shares). | |||||
| 13G/A | Wolverine Asset Management, LLC | CAPNU Cayson Acquisition Corp. | Financial Services | — | $94M |
| Wolverine Asset Management, LLC amended a ? passive stake in Cayson Acquisition Corp. (? shares). | |||||
| 13G | B. Scott Swann | ROC Rank One Computing Corporati | Technology | — | $116M |
| B. Scott Swann reported a ? passive stake in Rank One Computing Corporation (? shares). | |||||
| 13D | Unknown | RLBY | Industrials | — | $21M |
| I don't have access to the specific SEC Schedule 13D filing details you're referencing. To provide an accurate summary, I would need: - The filer's name - The number of... | |||||
| 13G | Wolverine Asset Management, LLC | SSACR SPACSphere Acquisition Corpo | Financial Services | — | $3M |
| Wolverine Asset Management, LLC reported a ? passive stake in SPACSphere Acquisition Corporation (? shares). | |||||
| 13G | Scott Klum | ROC Rank One Computing Corporati | Technology | — | $116M |
| Scott Klum reported a ? passive stake in Rank One Computing Corporation (? shares). | |||||
| 13G | TOMS Capital Investment Management LP | GLNG GOLAR LNG LTD | Energy | — | $5.7B |
| TOMS Capital Investment Management LP reported a ? passive stake in GOLAR LNG LTD (? shares). | |||||
| 13G | Brendan Klare | ROC Rank One Computing Corporati | Technology | — | $116M |
| Brendan Klare reported a ? passive stake in Rank One Computing Corporation (? shares). | |||||
| 13G | Ospraie Real Assets Fund LP | IONETIX CORPORATION | — | — | — |
| Ospraie Real Assets Fund LP reported a ? passive stake in IONETIX CORPORATION (? shares). | |||||
| 13G | Madison Avenue International LP | STAA STAAR SURGICAL CO | Healthcare | — | $1.4B |
| Madison Avenue International LP reported a ? passive stake in STAAR SURGICAL CO (? shares). | |||||
| 13G | Gates Foundation Trust | IIF Morgan Stanley India Investm | Financial Services | — | $208M |
| Gates Foundation Trust reported a ? passive stake in Morgan Stanley India Investment Fund, Inc. (? shares). | |||||
| 13G | Uber Technologies, Inc | LCID Lucid Group, Inc. | Consumer Cyclical | — | $2.2B |
| Uber Technologies, Inc reported a ? passive stake in Lucid Group, Inc. (? shares). | |||||
| 13G | TRUIST FINANCIAL CORP | ETF Opportunities Trust | — | — | — |
| TRUIST FINANCIAL CORP reported a ? passive stake in ETF Opportunities Trust (? shares). | |||||
| 13G | Wolverine Asset Management, LLC | SOCAU Solarius Capital Acquisition | Financial Services | — | $181M |
| Wolverine Asset Management, LLC reported a ? passive stake in Solarius Capital Acquisition Corporation (? shares). | |||||
| 13G | YA II PN, Ltd. | RNAZ TransCode Therapeutics, Inc. | Healthcare | — | $7M |
| YA II PN, Ltd. reported a ? passive stake in TransCode Therapeutics, Inc. (? shares). | |||||
| 13G | TRUIST FINANCIAL CORP | FIRST TRUST EXCHANGE-TRADED FUND | — | — | — |
| TRUIST FINANCIAL CORP reported a ? passive stake in FIRST TRUST EXCHANGE-TRADED FUND (? shares). | |||||
| 13G | TRUIST FINANCIAL CORP | Zacks Trust | — | — | — |
| TRUIST FINANCIAL CORP reported a ? passive stake in Zacks Trust (? shares). | |||||
| 13G | TRUIST FINANCIAL CORP | Hartford Funds Exchange-Traded Trust | — | — | — |
| TRUIST FINANCIAL CORP reported a ? passive stake in Hartford Funds Exchange-Traded Trust (? shares). | |||||
| 13G | Wolverine Asset Management, LLC | BPACU Blueport Acquisition Ltd. | Financial Services | — | $291M |
| Wolverine Asset Management, LLC reported a ? passive stake in Blueport Acquisition Ltd. (? shares). | |||||
| 13G | TRUIST FINANCIAL CORP | FIRST TRUST EXCHANGE-TRADED FUND VI | — | — | — |
| TRUIST FINANCIAL CORP reported a ? passive stake in FIRST TRUST EXCHANGE-TRADED FUND VI (? shares). | |||||
| 13G | Benjamin Klein | ROC Rank One Computing Corporati | Technology | — | $116M |
| Benjamin Klein reported a ? passive stake in Rank One Computing Corporation (? shares). | |||||
| 13G | Joshua Klontz | ROC Rank One Computing Corporati | Technology | — | $116M |
| Joshua Klontz reported a ? passive stake in Rank One Computing Corporation (? shares). | |||||
| 13G | Integrated Core Strategies (US) LLC | SKIN The Beauty Health Company | Consumer Defensive | — | $117M |
| Integrated Core Strategies (US) LLC reported a ? passive stake in The Beauty Health Company (? shares). | |||||
| 13G | TRUIST FINANCIAL CORP | LCGMF LION COPPER & GOLD CORP. | Basic Materials | — | $101M |
| TRUIST FINANCIAL CORP reported a ? passive stake in LION COPPER & GOLD CORP. (? shares). | |||||
| 13G | Wolverine Asset Management, LLC | NBRGU Newbridge Acquisition Limite | Financial Services | — | $60M |
| Wolverine Asset Management, LLC reported a ? passive stake in Newbridge Acquisition Limited (? shares). | |||||
| 13G | Eleven Ventures LLC | DTCX Datacentrex, Inc. | Technology | — | $40M |
| Eleven Ventures LLC reported a ? passive stake in Datacentrex, Inc. (? shares). | |||||
| 13G | Wolverine Asset Management, LLC | MMTXW Miluna Acquisition Corp | Financial Services | — | $900K |
| Wolverine Asset Management, LLC reported a ? passive stake in Miluna Acquisition Corp (? shares). | |||||