Institutional Filings
Guide ↗
| Form | Filer | Company | Sector | % Owned | Mkt Cap |
|---|---|---|---|---|---|
| 13D/A | BROOKFIELD CORPORATION | BROOKFIELD REAL ESTATE INCOME TRUST INC. | — | 33.9% | — |
| Brookfield Corporation increased stake to 33.9% in Brookfield Real Estate Income Trust following April 2026 reorganization. | |||||
| 13D/A | Sit Investment Associates, Inc. | MGF MFS GOVERNMENT MARKETS INCOM | Financial Services | 29.0% | $95M |
| Sit Investment Associates acquired 29% stake in MFS Government Markets Income Trust. | |||||
| 13D/A | SIT INVESTMENT ASSOCIATES INC | MIN MFS INTERMEDIATE INCOME TRUS | Financial Services | 27.5% | $283M |
| SIT Investment Associates acquired 27.5% stake in MFS Intermediate Income Trust for investment purposes. | |||||
| 13D/A | XJ Harbour HK Ltd | SHMDW SCHMID Group N.V. | Industrials | 22.6% | $63M |
| XJ Harbour HK Ltd acquired 22.6% stake in SCHMID Group N.V., potentially signaling strategic interest or influence in the company's direction. | |||||
| 13D/A | Canada Growth Fund Inc. | NMG Nouveau Monde Graphite Inc. | Basic Materials | 22.0% | $331M |
| Canada Growth Fund acquired 22% stake in Nouveau Monde Graphite for $25M through private placement and warrant exercise. | |||||
| 13D/A | PHILIP & DANIELE BARACH FAMILY TRUST | CELUW Celularity Inc. | Healthcare | 20.1% | $248K |
| Philip & Daniele Barach Family Trust acquired 20.1% of Celularity Inc. (7.56M shares), becoming a major shareholder. | |||||
| 13D/A | Baker Bros. Advisors LP | PRLD Prelude Therapeutics Inc | Healthcare | 15.5% | $264M |
| Baker Bros. Advisors LP discloses 15.5% stake in Prelude Therapeutics; company conducting $80M public offering at $4.44/share. | |||||
| 13D/A | Redmile Group, LLC | FATE FATE THERAPEUTICS INC | Healthcare | 14.9% | $209M |
| Redmile Group acquired 14.9% stake in Fate Therapeutics for investment purposes. | |||||
| 13D | RCM Eos PIPE HOLDINGS, LLC | PULM Pulmatrix, Inc. | Healthcare | 10.0% | $5M |
| RCM Eos PIPE Holdings acquired 10% stake in Pulmatrix via convertible preferred stock purchase agreement dated March 26, 2026. | |||||
| 13D | Mark R. Speck | RLBY RELIABILITY INCORPORATED | Industrials | 7.0% | $21M |
| Mark R. Speck acquired 7.0% stake in Reliability Inc. for investment and potential strategic discussions with management. | |||||
| 13D/A | AE RED HOLDINGS, LLC | RDW Redwire Corp | Industrials | 5.3% | $1.4B |
| AE Red Holdings acquired 5.3% stake in Redwire Corp for investment purposes. | |||||
| 13D | STANDARD BANK OF SOUTH AFRICA LTD | Truworths International Ltd/ADR | — | 5.0% | — |
| Standard Bank Group acquires 5.0% stake in Truworths International as part of trading and investment strategy. | |||||
| 13D/A | FONG GIFFORD | PNRG PRIMEENERGY RESOURCES CORP | Energy | 3.4% | $370M |
| Gifford Fong reports 3.4% stake in PrimeEnergy Resources via voting agreements over 57,752 shares with no dispositive power or pecuniary interest. | |||||
| 13D/A | Voss Value Master Fund, LP | PAR PAR TECHNOLOGY CORP | Technology | 2.0% | $591M |
| Value Master Fund LP acquires 2.0% stake (845,000 shares) in PAR Technology Corp for investment purposes. | |||||
| 13G/A | Unknown | RRBI | Financial Services | — | $582M |
| Unknown amended a ? passive stake in RRBI (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded AlphaDEX Fund II | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded AlphaDEX Fund II (? shares). | |||||
| 13G/A | Wasatch Advisors LP | CAMT Camtek Ltd/Israel | Technology | — | $8.4B |
| Wasatch Advisors LP amended a ? passive stake in Camtek Ltd/Israel (? shares). | |||||
| 13G/A | Voss Capital, LP | ACTU ACTUATE THERAPEUTICS, INC. | Healthcare | — | $70M |
| Voss Capital, LP amended a ? passive stake in ACTUATE THERAPEUTICS, INC. (? shares). | |||||
| 13G/A | PZENA INVESTMENT MANAGEMENT LLC | GCO GENESCO INC | Consumer Cyclical | — | $361M |
| PZENA INVESTMENT MANAGEMENT LLC amended a ? passive stake in GENESCO INC (? shares). | |||||
| 13G/A | Adam Goulburn | GLUE Monte Rosa Therapeutics, Inc | Healthcare | — | $1.3B |
| Adam Goulburn amended a ? passive stake in Monte Rosa Therapeutics, Inc. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | Smead Capital Management, Inc. | MAC MACERICH CO | Real Estate | — | $5.6B |
| Smead Capital Management, Inc. amended a ? passive stake in MACERICH CO (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund IV | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund IV (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | Wasatch Advisors LP | CWST Casella Waste Systems Inc | Industrials | — | $5.4B |
| Wasatch Advisors LP amended a ? passive stake in Casella Waste Systems Inc (? shares). | |||||
| 13G/A | Farragut Holdings, Inc. (Cayman Islands) | CPAC Cementos Pacasmayo S.A.A. | Basic Materials | — | $904M |
| Farragut Holdings, Inc. (Cayman Islands) amended a ? passive stake in Cementos Pacasmayo S.A.A. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | Genetel Bioventures Ltd | PRENW Prenetics Global Ltd | Healthcare | — | $252K |
| Genetel Bioventures Ltd amended a ? passive stake in Prenetics Global Ltd (? shares). | |||||
| 13G/A | ROYCE & ASSOCIATES LP | JILL J. Jill Inc | Consumer Cyclical | — | $140M |
| ROYCE & ASSOCIATES LP amended a ? passive stake in J. Jill Inc (? shares). | |||||
| 13G/A | ROYCE & ASSOCIATES LP | TBI TrueBlue, Inc. | Industrials | — | $179M |
| ROYCE & ASSOCIATES LP amended a ? passive stake in TrueBlue, Inc. (? shares). | |||||
| 13G/A | RWC Asset Management LLP | AUNA AUNA, S.A. | Healthcare | — | $366M |
| RWC Asset Management LLP amended a ? passive stake in AUNA, S.A. (? shares). | |||||
| 13G/A | Voss Value Master Fund, LP | FLYW Flywire Corp | Technology | — | $1.7B |
| Voss Value Master Fund, LP amended a ? passive stake in Flywire Corp (? shares). | |||||
| 13G/A | Wasatch Advisors LP | FOUR-PA Shift4 Payments Inc | — | — | — |
| Wasatch Advisors LP amended a ? passive stake in Shift4 Payments Inc (? shares). | |||||
| 13G/A | Wasatch Advisors LP | AEYE AudioEye Inc | Technology | — | $98M |
| Wasatch Advisors LP amended a ? passive stake in AudioEye Inc (? shares). | |||||
| 13G/A | Wasatch Advisors LP | CCCC C4 Therapeutics Inc | Healthcare | — | $251M |
| Wasatch Advisors LP amended a ? passive stake in C4 Therapeutics Inc (? shares). | |||||
| 13G/A | Integrated Core Strategies (US) LLC | HELP Cybin Inc. | Healthcare | — | $264M |
| Integrated Core Strategies (US) LLC amended a ? passive stake in Cybin Inc. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | HONIG JONATHAN | MNYWW MoneyHero Ltd | Communication Services | — | $2M |
| HONIG JONATHAN amended a ? passive stake in MoneyHero Ltd (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | Wasatch Advisors LP | PAY Paymentus Holdings Inc | Technology | — | $3.6B |
| Wasatch Advisors LP amended a ? passive stake in Paymentus Holdings Inc (? shares). | |||||
| 13G | Funicular Funds, LP | KTTAW Pasithea Therapeutics Corp. | Healthcare | — | $53K |
| Funicular Funds, LP reported a ? passive stake in Pasithea Therapeutics Corp. (? shares). | |||||
| 13G | EcoR1 Capital, LLC | TRAXV First Tracks Biotherapeutics | Healthcare | — | $782M |
| EcoR1 Capital, LLC reported a ? passive stake in First Tracks Biotherapeutics, Inc. (? shares). | |||||
| 13G | Harraden Circle Investments, LLC | APADU A Paradise Acquisition Corp. | Financial Services | — | $376M |
| Harraden Circle Investments, LLC reported a ? passive stake in A Paradise Acquisition Corp. (? shares). | |||||
| 13G | ROYCE & ASSOCIATES LP | RLGT Radiant Logistics, Inc. | Industrials | — | $358M |
| ROYCE & ASSOCIATES LP reported a ? passive stake in Radiant Logistics, Inc. (? shares). | |||||
| 13G | Citadel Advisors LLC | MNTSW Momentus Inc. | Industrials | — | $251K |
| Citadel Advisors LLC reported a ? passive stake in Momentus Inc. (? shares). | |||||
| 13G | China Legends management Consultancy Limited | HKIT HiTek Global Inc. | Technology | — | $498K |
| China Legends management Consultancy Limited reported a ? passive stake in HiTek Global Inc. (? shares). | |||||
| 13G | Empery Asset Management, LP | ABTS Abits Group Inc | Financial Services | — | $3M |
| Empery Asset Management, LP reported a ? passive stake in Abits Group Inc (? shares). | |||||
| 13G | joint protein central inc. | OSRHW OSR Holdings, Inc. | Healthcare | — | $2M |
| joint protein central inc. reported a ? passive stake in OSR Holdings, Inc. (? shares). | |||||
| 13G | ROYCE & ASSOCIATES LP | HIFS Hingham Institution for Savi | Financial Services | — | $609M |
| ROYCE & ASSOCIATES LP reported a ? passive stake in Hingham Institution for Savings (? shares). | |||||
| 13G | Wasatch Advisors LP | AII American Integrity Insurance | Financial Services | — | $371M |
| Wasatch Advisors LP reported a ? passive stake in American Integrity Insurance G (? shares). | |||||
| 13G | Wasatch Advisors LP | OPXS Optex Systems Holdings Inc | Industrials | — | $75M |
| Wasatch Advisors LP reported a ? passive stake in Optex Systems Holdings Inc (? shares). | |||||
| 13G | Perceptive Advisors LLC | SYRE SPYRE THERAPEUTICS, INC. | Healthcare | — | $4.2B |
| Perceptive Advisors LLC reported a ? passive stake in SPYRE THERAPEUTICS, INC. (? shares). | |||||
| 13G | ROYCE & ASSOCIATES LP | FC Franklin Covey Co. | Industrials | — | $247M |
| ROYCE & ASSOCIATES LP reported a ? passive stake in Franklin Covey Co. (? shares). | |||||
| 13G | Olivier Roussy Newton | BTQ BTQ Technologies Corp. | Technology | — | $420M |
| Olivier Roussy Newton reported a ? passive stake in BTQ Technologies Corp. (? shares). | |||||
| 13G | Empery Asset Management, LP | CYN Cyngn Inc. | Technology | — | $14M |
| Empery Asset Management, LP reported a ? passive stake in Cyngn Inc. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G | Wasatch Advisors LP | ESPR Esperion Therapeutics Inc | Healthcare | — | $649M |
| Wasatch Advisors LP reported a ? passive stake in Esperion Therapeutics Inc (? shares). | |||||
| 13G | Wasatch Advisors LP | MC Moelis & Co | Financial Services | — | $4.6B |
| Wasatch Advisors LP reported a ? passive stake in Moelis & Co (? shares). | |||||
| 13G | Glazer Capital, LLC | DHIL DIAMOND HILL INVESTMENT GROU | Financial Services | — | $473M |
| Glazer Capital, LLC reported a ? passive stake in DIAMOND HILL INVESTMENT GROUP INC (? shares). | |||||
| 13G/A | Wasatch Advisors LP | TATT TAT Technologies Ltd | Industrials | — | $454M |
| Wasatch Advisors LP amended a ? passive stake in TAT Technologies Ltd (? shares). | |||||
| 13G/A | Wasatch Advisors LP | BRBR BellRing Brands Inc | Consumer Defensive | — | $2.0B |
| Wasatch Advisors LP amended a ? passive stake in BellRing Brands Inc (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | Voss Value Master Fund, LP | PHIN PHINIA INC. | Consumer Cyclical | — | $2.8B |
| Voss Value Master Fund, LP amended a ? passive stake in PHINIA INC. (? shares). | |||||
| 13G/A | BIGGER CAPITAL FUND L P | DRMAW Dermata Therapeutics, Inc. | Healthcare | — | $11K |
| BIGGER CAPITAL FUND L P amended a ? passive stake in Dermata Therapeutics, Inc. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | BlackRock Fund Advisors | — | — | — |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO amended a ? passive stake in BlackRock Fund Advisors (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||
| 13G/A | Voss Value Master Fund, LP | ALTG-PA ALTA EQUIPMENT GROUP INC. | Industrials | — | $811M |
| Voss Value Master Fund, LP amended a ? passive stake in ALTA EQUIPMENT GROUP INC. (? shares). | |||||
| 13G/A | Wasatch Advisors LP | NPO Enpro Inc | Industrials | — | $6.2B |
| Wasatch Advisors LP amended a ? passive stake in Enpro Inc (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | First Trust Exchange-Traded Fund VIII | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in First Trust Exchange-Traded Fund VIII (? shares). | |||||