Institutional Filings
Guide ↗
| Form | Filer | Company | Sector | % Owned | Mkt Cap |
|---|---|---|---|---|---|
| 13D/A | FRANKLIN RESOURCES INC | Franklin BSP Lending Fund | — | 87.6% | — |
| Franklin Resources acquired 87.6% stake in Franklin BSP Lending Fund for investment purposes with no plans for control changes. | |||||
| 13D/A | Jacob Aaron Warnock | IBATF International Battery Metals | Basic Materials | 70.1% | $35M |
| Jacob Aaron Warnock acquired 70.1% stake in International Battery Metals LTD with no current plans for corporate changes. | |||||
| 13D/A | DoubleU Games Co., Ltd. | DDI DoubleDown Interactive Co., | Technology | 67.1% | $545M |
| DoubleU Games proposes acquiring remaining 32.9% of DoubleDown Interactive for $11.2/share via share exchange. | |||||
| 13D/A | Ayar Third Investment Company | LCID Lucid Group, Inc. | Consumer Cyclical | 56.7% | $2.0B |
| Ayar Third Investment Company (PIF affiliate) acquired 56.7% stake in Lucid Group via $550M Series C Convertible Preferred Stock purchase. | |||||
| 13D/A | Tiga Investments Eighty-Eight Pte Ltd | GRND Grindr Inc. | Technology | 46.4% | $2.7B |
| Tiga Investments acquires 46.4% stake in Grindr Inc., becoming largest shareholder with 85.9M shares. | |||||
| 13D/A | Framework Ventures IV L.P. | SDEV Stablecoin Development Corp | Healthcare | 44.5% | $8M |
| Framework Ventures IV L.P. acquired 44.5% stake in Stablecoin Development Corp., likely for strategic investment or influence in the company's direction. | |||||
| 13D/A | R01 Fund LP | SDEV Stablecoin Development Corp | Healthcare | 44.5% | $8M |
| R01 Fund LP acquired 44.5% stake in Stablecoin Development Corp, likely for investment purposes or potential influence over the company's operations. | |||||
| 13D/A | KARPUS MANAGEMENT, INC. | WIA Western Asset Inflation-Link | Financial Services | 36.0% | $190M |
| Karpus Management acquired 36% stake in Western Asset Inflation-Linked Income Fund. | |||||
| 13D/A | Carlos Slim Helu | PROK ProKidney Corp. | Healthcare | 36.0% | $259M |
| Carlos Slim Helu acquired 36% of ProKidney Corp. following its July 2025 domestication from Caymans Islands to Delaware, converting ordinary shares to common stock. | |||||
| 13D | Thurman J. Rodgers | SPWRW SUNPOWER INC. | Energy | 33.2% | $155M |
| Thurman J. Rodgers acquired 33.2% stake in SunPower Inc. and was appointed CEO in April 2024. | |||||
| 13D/A | Todd G. Schwartz | OPFI-WT OppFi Inc. | Financial Services | 32.0% | $6M |
| Todd G. Schwartz acquired 32% stake in OppFi Inc. and became Executive Chairman following a business combination closing. | |||||
| 13D/A | Pale Fire Capital SICAV a.s. | GRPN Groupon, Inc. | Communication Services | 26.2% | $600M |
| Pale Fire Capital acquires 26.2% stake in Groupon, signaling significant investor interest in the company. | |||||
| 13D/A | BoltRock Holdings LLC | CITR CitroTech Inc. | Financial Services | 20.0% | $85M |
| BoltRock Holdings LLC acquired 20% of CitroTech Inc. and appointed a board director per stockholders agreement. | |||||
| 13D | Steele John Donald Jr. | STLE STEELE BANCORP INC | Financial Services | 11.9% | $74M |
| John Donald Steele Jr. acquired 11.9% stake (406,630 shares) in Steele Bancorp Inc. | |||||
| 13D/A | LEE CHONG KUANG | GRNQ GREENPRO CAPITAL CORP. | Industrials | 11.2% | $20M |
| Lee Chong Kuang acquired 11.2% stake in GreenPro Capital Corp. for investment and to support the company's operations. | |||||
| 13D/A | Yaacov Nagar | SCWO 374Water Inc. | Industrials | 10.2% | $38M |
| I don't have access to the specific Item 4 details from this filing. However, based on the information provided, here's a general summary: **Yaacov Nagar acquires 10.2% stake... | |||||
| 13D | Derek P. Schmidt | FLXS Flexsteel Industries, Inc. | Consumer Cyclical | 8.4% | $320M |
| Derek P. Schmidt acquired 8.4% stake in Flexsteel Industries for investment purposes; he also serves as President, CEO, and Board member. | |||||
| 13D | Wu Rui | ATXG Addentax Group Corp. | Industrials | 7.8% | $2M |
| Wu Rui acquired 7.8% stake in Addentax Group Corp. through equity compensation with no current plans for corporate actions. | |||||
| 13D/A | Saba Capital Management, L.P. | JOF JAPAN SMALLER CAPITALIZATION | Financial Services | 6.7% | $318M |
| Saba Capital acquired 6.7% stake in Japan Smaller Capitalization Fund to influence corporate governance and operations. | |||||
| 13D/A | New Enterprise Associates 15, L.P. | ACLX Arcellx, Inc. | Healthcare | — | $6.5B |
| NEA 15, L.P. disclosed stake in Arcellx ahead of Gilead Sciences' $1/share cash merger completion on April 28, 2026. | |||||
| 13G/A | BlackRock, Inc. | BAP CREDICORP LTD. | Financial Services | — | $25.7B |
| BlackRock, Inc. amended a ? passive stake in CREDICORP LTD. (? shares). | |||||
| 13G/A | EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | ZIP ZipRecruiter, Inc. | Industrials | — | $278M |
| EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) amended a ? passive stake in ZipRecruiter, Inc. (? shares). | |||||
| 13G/A | Aberdeen Group plc | QURE uniQure N.V. | Healthcare | — | $1.1B |
| Aberdeen Group plc amended a ? passive stake in uniQure N.V. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | State Street SPDR Bloomberg Investment Grade Floating Rate ETF | — | — | — |
| First Trust Portfolios L.P. amended a ? passive stake in State Street SPDR Bloomberg Investment Grade Floating Rate ETF (? 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 | BlackRock Portfolio Management LLC | iShares, Inc. | — | — | — |
| BlackRock Portfolio Management LLC amended a ? passive stake in iShares, Inc. (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | BlackRock ETF Trust II | — | — | — |
| BlackRock Portfolio Management LLC amended a ? passive stake in BlackRock ETF Trust II (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | JRI Nuveen Real Asset Income and | Financial Services | — | $356M |
| First Trust Portfolios L.P. amended a ? passive stake in Nuveen Real Asset Income and Growth Fund (? shares). | |||||
| 13G/A | Millennium Management LLC | LRMR Larimar Therapeutics, Inc. | Healthcare | — | $287M |
| Millennium Management LLC amended a ? passive stake in Larimar Therapeutics, Inc. (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | SSNC SS&C Technologies Holdings I | Technology | — | $17.5B |
| BlackRock Portfolio Management LLC amended a ? passive stake in SS&C Technologies Holdings Inc (? shares). | |||||
| 13G/A | ARK Investment Management LLC | CRSP CRISPR Therapeutics AG | Healthcare | — | $4.6B |
| ARK Investment Management LLC amended a ? passive stake in CRISPR Therapeutics AG (? shares). | |||||
| 13G/A | ARK Investment Management LLC | TWST Twist Bioscience Corp | Healthcare | — | $3.6B |
| ARK Investment Management LLC amended a ? passive stake in Twist Bioscience Corp (? shares). | |||||
| 13G/A | Permit Capital, LLC | QVCGB QVC Group, Inc. | Consumer Cyclical | — | $4M |
| Permit Capital, LLC amended a ? passive stake in QVC Group, Inc. (? 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 | BlackRock Portfolio Management LLC | FCNCN FIRST CITIZENS BANCSHARES IN | Financial Services | — | $328M |
| BlackRock Portfolio Management LLC amended a ? passive stake in FIRST CITIZENS BANCSHARES INC /DE/ (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | RDWR Radware Ltd. | Technology | — | $1.2B |
| First Trust Portfolios L.P. amended a ? passive stake in Radware Ltd. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | JLS Nuveen Mortgage and Income F | Financial Services | — | $99M |
| First Trust Portfolios L.P. amended a ? passive stake in Nuveen Mortgage and Income Fund (? shares). | |||||
| 13G/A | Timothy P. Horne | WTS WATTS WATER TECHNOLOGIES, IN | Industrials | — | $9.8B |
| Timothy P. Horne amended a ? passive stake in WATTS WATER TECHNOLOGIES, INC. (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | iShares, Inc. | — | — | — |
| BlackRock Portfolio Management LLC amended a ? passive stake in iShares, Inc. (? shares). | |||||
| 13G/A | River Road Asset Management, LLC | CNNE Cannae Holdings, Inc. | Consumer Cyclical | — | $772M |
| River Road Asset Management, LLC amended a ? passive stake in Cannae Holdings, Inc. (? shares). | |||||
| 13G/A | Platinum Gate Capital Pte. Ltd. | TMDE TMD Energy Ltd | Energy | — | $29M |
| Platinum Gate Capital Pte. Ltd. amended a ? passive stake in TMD Energy Ltd (? shares). | |||||
| 13G/A | ARK Investment Management LLC | SRTAW Strata Critical Medical, Inc | Industrials | — | $816K |
| ARK Investment Management LLC amended a ? passive stake in Strata Critical Medical, Inc. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | VFL abrdn National Municipal Inc | Financial Services | — | $124M |
| First Trust Portfolios L.P. amended a ? passive stake in abrdn National Municipal Income Fund (? shares). | |||||
| 13G/A | River Road Asset Management, LLC | RPC Ridgepost Capital, Inc. | Financial Services | — | $890M |
| River Road Asset Management, LLC amended a ? passive stake in Ridgepost Capital, Inc. (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | GLDM iSHARES TRUST | Financial Services | — | $29.0B |
| BlackRock Portfolio Management LLC amended a ? passive stake in iSHARES TRUST (? shares). | |||||
| 13G/A | Cormorant Asset Management, LP | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | — | $598M |
| Cormorant Asset Management, LP amended a ? passive stake in BRIGHT MINDS BIOSCIENCES INC. (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | FFIV F5, Inc. | Technology | — | $19.0B |
| First Trust Portfolios L.P. amended a ? passive stake in F5, Inc. (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | BWA BORGWARNER INC | Consumer Cyclical | — | $12.3B |
| BlackRock Portfolio Management LLC amended a ? passive stake in BORGWARNER INC (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | iShares, Inc. | — | — | — |
| BlackRock Portfolio Management LLC amended a ? passive stake in iShares, Inc. (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | MASI MASIMO CORP | Healthcare | — | $9.7B |
| BlackRock Portfolio Management LLC amended a ? passive stake in MASIMO CORP (? shares). | |||||
| 13G | Vanguard Capital Management | LHX L3Harris Technologies Inc | Industrials | — | $59.0B |
| Vanguard Capital Management reported a ? passive stake in L3Harris Technologies Inc (? shares). | |||||
| 13G | Vanguard Capital Management | LPTH LightPath Technologies Inc | Technology | — | $560M |
| Vanguard Capital Management reported a ? passive stake in LightPath Technologies Inc (? shares). | |||||
| 13G | Vanguard Capital Management | LSCC Lattice Semiconductor Corp | Technology | — | $16.7B |
| Vanguard Capital Management reported a ? passive stake in Lattice Semiconductor Corp (? shares). | |||||
| 13G | Vanguard Capital Management | WSC WillScot Holdings Corp | Industrials | — | $4.1B |
| Vanguard Capital Management reported a ? passive stake in WillScot Holdings Corp (? shares). | |||||
| 13G | Vanguard Capital Management | PRAX Praxis Precision Medicines I | Healthcare | — | $7.3B |
| Vanguard Capital Management reported a ? passive stake in Praxis Precision Medicines Inc (? shares). | |||||
| 13G | Vanguard Capital Management | OMF OneMain Holdings Inc | Financial Services | — | $6.8B |
| Vanguard Capital Management reported a ? passive stake in OneMain Holdings Inc (? shares). | |||||
| 13G | Vanguard Capital Management | PAHC Phibro Animal Health Corp | Healthcare | — | $2.2B |
| Vanguard Capital Management reported a ? passive stake in Phibro Animal Health Corp (? shares). | |||||
| 13G | Vanguard Capital Management | PZZA Papa John's International In | Consumer Cyclical | — | $1.2B |
| Vanguard Capital Management reported a ? passive stake in Papa John's International Inc (? shares). | |||||
| 13G | Vanguard Capital Management | ON ON Semiconductor Corp | Technology | — | $42.4B |
| Vanguard Capital Management reported a ? passive stake in ON Semiconductor Corp (? shares). | |||||
| 13G | Vanguard Capital Management | OI O-I Glass Inc | Consumer Cyclical | — | $1.5B |
| Vanguard Capital Management reported a ? passive stake in O-I Glass Inc (? shares). | |||||
| 13G | Vanguard Capital Management | MKSI MKS Inc | Technology | — | $18.9B |
| Vanguard Capital Management reported a ? passive stake in MKS Inc (? shares). | |||||
| 13G | Vanguard Capital Management | LMT Lockheed Martin Corp | Industrials | — | $118.9B |
| Vanguard Capital Management reported a ? passive stake in Lockheed Martin Corp (? shares). | |||||
| 13G | Vanguard Capital Management | GXO GXO Logistics Inc | Industrials | — | $6.5B |
| Vanguard Capital Management reported a ? passive stake in GXO Logistics Inc (? shares). | |||||
| 13G | Vanguard Capital Management | TDOC Teladoc Health Inc | Healthcare | — | $1.1B |
| Vanguard Capital Management reported a ? passive stake in Teladoc Health Inc (? shares). | |||||
| 13G | Abri Capital Ltd. | AUUD AUDDIA INC. | Technology | — | $357K |
| Abri Capital Ltd. reported a ? passive stake in AUDDIA INC. (? shares). | |||||
| 13G | Vanguard Capital Management | USB-PS US Bancorp | Financial Services | — | — |
| Vanguard Capital Management reported a ? passive stake in US Bancorp (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | SPXX Nuveen S? 500 Dynamic Overwr | Financial Services | — | $318M |
| First Trust Portfolios L.P. amended a ? passive stake in Nuveen S? 500 Dynamic Overwrite Fund (? shares). | |||||
| 13G | Vanguard Capital Management | TREX Trex Co Inc | Industrials | — | $4.2B |
| Vanguard Capital Management reported a ? passive stake in Trex Co Inc (? shares). | |||||
| 13G | Vanguard Capital Management | VVV Valvoline Inc | Energy | — | $4.2B |
| Vanguard Capital Management reported a ? passive stake in Valvoline Inc (? shares). | |||||
| 13G | Vanguard Capital Management | ZBH Zimmer Biomet Holdings Inc | Healthcare | — | $16.5B |
| Vanguard Capital Management reported a ? passive stake in Zimmer Biomet Holdings Inc (? shares). | |||||
| 13G | Vanguard Capital Management | PM Philip Morris International | Consumer Defensive | — | $259.2B |
| Vanguard Capital Management reported a ? passive stake in Philip Morris International Inc (? shares). | |||||
| 13G | Vanguard Capital Management | PEB-PH Pebblebrook Hotel Trust | Real Estate | — | — |
| Vanguard Capital Management reported a ? passive stake in Pebblebrook Hotel Trust (? shares). | |||||
| 13G | Vanguard Capital Management | NOVTU Novanta Inc | Technology | — | $2.1B |
| Vanguard Capital Management reported a ? passive stake in Novanta Inc (? shares). | |||||
| 13G | Vanguard Capital Management | MDB MongoDB Inc | Technology | — | $21.4B |
| Vanguard Capital Management reported a ? passive stake in MongoDB Inc (? shares). | |||||
| 13G | Vanguard Capital Management | HIW Highwoods Properties Inc | Real Estate | — | $2.7B |
| Vanguard Capital Management reported a ? passive stake in Highwoods Properties Inc (? shares). | |||||
| 13G/A | Sumitomo Mitsui Trust Group, Inc. | GCMG GCM Grosvenor Inc. | Financial Services | — | $2.2B |
| Sumitomo Mitsui Trust Group, Inc. amended a ? passive stake in GCM Grosvenor Inc. (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | WPPGF WPP plc | Communication Services | — | $3.8B |
| BlackRock Portfolio Management LLC amended a ? passive stake in WPP plc (? shares). | |||||
| 13G/A | Yong Sing Goo | TMDE TMD Energy Ltd | Energy | — | $29M |
| Yong Sing Goo amended a ? passive stake in TMD Energy Ltd (? shares). | |||||
| 13G/A | Integrated Core Strategies (US) LLC | LIVN LivaNova PLC | Healthcare | — | $3.3B |
| Integrated Core Strategies (US) LLC amended a ? passive stake in LivaNova PLC (? shares). | |||||
| 13G/A | First Trust Portfolios L.P. | MHF Western Asset Municipal High | Financial Services | — | $153M |
| First Trust Portfolios L.P. amended a ? passive stake in Western Asset Municipal High Income Fund Inc. (? shares). | |||||
| 13G/A | Sumitomo Mitsui Trust Group, Inc. | SDGR Schrodinger, Inc. | Healthcare | — | $910M |
| Sumitomo Mitsui Trust Group, Inc. amended a ? passive stake in Schrodinger, Inc. (? shares). | |||||
| 13G/A | BlackRock Portfolio Management LLC | RKLIF RENTOKIL INITIAL PLC /FI | Industrials | — | $16.1B |
| BlackRock Portfolio Management LLC amended a ? passive stake in RENTOKIL INITIAL PLC /FI (? shares). | |||||