Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Entergy Corporation
13G/A
Amendment 1
ETR · 29364G103
|
4.4% |
10/13/2026
Event 9/30/2026
|
|||
|
LB Pharmaceuticals Inc
13G/A
Amendment 1
LBRX · 50180M108
|
4.3% |
10/13/2026
Event 9/30/2026
|
|||
|
Kulicke and Soffa Industries, Inc.
13G/A
Amendment 1
KLIC · 501242101
|
3.4% |
10/13/2026
Event 9/30/2026
|
|||
|
HubSpot, Inc.
13G
HUBS · 443573100
|
7.3% |
10/13/2026
Event 9/30/2026
|
|||
|
The Middleby Corporation
13G/A
Amendment 1
MIDD · 596278101
|
4.5% |
10/13/2026
Event 9/30/2026
|
|||
|
H World Group Limited
13G
HTHT · 44332N106
|
5.0% |
10/13/2026
Event 9/30/2026
|
|||
|
Rhythm Pharmaceuticals, Inc.
13G
RYTM · 76243J105
|
5.1% |
10/13/2026
Event 9/30/2026
|
|||
|
REGENXBIO Inc.
13G
RGNX · 75901B107
|
5.3% |
10/13/2026
Event 9/30/2026
|
|||
|
Lexeo Therapeutics, Inc.
13G
LXEO · 52886X107
|
5.5% |
10/13/2026
Event 9/30/2026
|
|||
|
Veradermics, Inc
13G
MANE · 922967104
|
5.6% |
10/13/2026
Event 9/30/2026
|
|||
|
Burlington Stores, Inc.
13G/A
Amendment 5
BURL · 122017106
|
11.0% |
10/2/2026
Event 9/30/2026
|
|||
|
Blackrock Muniholdings Fund, Inc.
13D/A
Amendment 3
09253N609
|
100.0% |
10/1/2026
Event 9/28/2026
|
|||
| JPMorgan Chase & Co. | 100.0% | ||||
| DNT Asset Trust | 100.0% | ||||
|
Ciena Corporation
13G/A
Amendment 1
CIEN · 171779309
|
3.9% |
9/3/2026
Event 8/31/2026
|
|||
|
Vicor Corporation
13G/A
Amendment 1
VICR · 925815102
|
4.0% |
9/3/2026
Event 8/31/2026
|
|||
|
MKS Inc.
13G/A
Amendment 1
MKSI · 55306N104
|
2.9% |
9/3/2026
Event 8/31/2026
|
|||
|
Lamb Weston Holdings, Inc.
13G/A
Amendment 1
LW · 513272104
|
4.9% |
8/5/2026
Event 6/30/2026
|
|||
|
3M Company
13G/A
Amendment 2
MMM · 88579Y101
|
7.4% |
7/27/2026
Event 6/30/2026
|
|||
|
Warner Music Group Corp.
13G/A
Amendment 4
WMG · 934550203
|
7.6% |
7/27/2026
Event 6/30/2026
|
|||
|
Ventas, Inc.
13G/A
Amendment 2
VTR · 92276F100
|
8.7% |
7/27/2026
Event 6/30/2026
|
|||
|
Twilio Inc.
13G/A
Amendment 3
TWLO · 90138F102
|
8.0% |
7/27/2026
Event 6/30/2026
|
|||
|
Trane Technologies PLC
13G/A
Amendment 5
TT · G8994E103
|
5.6% |
7/27/2026
Event 6/30/2026
|
|||
|
NXP Semiconductors N.V.
13G/A
Amendment 7
NXPI · N6596X109
|
6.6% |
7/27/2026
Event 6/30/2026
|
|||
|
Neurocrine Biosciences, Inc.
13G/A
Amendment 1
NBIX · 64125C109
|
6.3% |
7/27/2026
Event 6/30/2026
|
|||
|
Lemonade, Inc.
13G/A
Amendment 1
LMND · 52567D107
|
7.0% |
7/27/2026
Event 6/30/2026
|
|||
|
Fidelity National Information Services, Inc.
13G/A
Amendment 4
FIS · 31620M106
|
5.2% |
7/27/2026
Event 6/30/2026
|
|||
|
DigitalOcean Holdings, Inc.
13G/A
Amendment 1
DOCN · 25402D102
|
13.0% |
7/27/2026
Event 6/30/2026
|
|||
|
Burlington Stores, Inc.
13G/A
Amendment 4
BURL · 122017106
|
9.8% |
7/27/2026
Event 6/30/2026
|
|||
|
Baker Hughes Company
13G/A
Amendment 8
BKR · 05722G100
|
6.9% |
7/27/2026
Event 6/30/2026
|
|||
|
Autozone, Inc.
13G/A
Amendment 1
AZO · 053332102
|
7.5% |
7/27/2026
Event 6/30/2026
|
|||
|
Arthur J. Gallagher & Co.
13G/A
Amendment 3
AJG · 363576109
|
5.5% |
7/27/2026
Event 6/30/2026
|
|||
|
Andersen Group Inc.
13G/A
Amendment 1
ANDG · 033853102
|
10.4% |
7/27/2026
Event 6/30/2026
|
|||
|
McDonald's Corporation
13G/A
Amendment 1
MCD · 580135101
|
4.3% |
7/22/2026
Event 6/30/2026
|
|||
|
Insmed Incorporated
13G/A
Amendment 2
INSM · 457669307
|
4.7% |
7/22/2026
Event 6/30/2026
|
|||
|
Howmet Aerospace Inc.
13G/A
Amendment 3
HWM · 443201108
|
4.5% |
7/22/2026
Event 6/30/2026
|
|||
|
Healthpeak Properties, Inc.
13G/A
Amendment 1
DOC · 42250P103
|
4.3% |
7/22/2026
Event 6/30/2026
|
|||
|
Hayward Holdings, Inc.
13G/A
Amendment 1
HAYW · 421298100
|
4.8% |
7/22/2026
Event 6/30/2026
|
|||
|
CSLM Digital Asset Acquisition Corp III, Ltd
13G/A
Amendment 1
KOYN · G2584S101
|
4.8% |
7/22/2026
Event 6/30/2026
|
|||
|
Cerebras Systems Inc.
13G/A
Amendment 1
CBRS · 15675D103
|
3.3% |
7/22/2026
Event 6/30/2026
|
|||
|
Cartesian Therapeutics, Inc.
13G/A
Amendment 1
RNAC · 816212302
|
4.8% |
7/22/2026
Event 6/30/2026
|
|||
|
Willscot Holdings Corporation
13G/A
Amendment 1
WSC · 971378104
|
4.4% |
7/22/2026
Event 6/30/2026
|
|||
|
Chipotle Mexican Grill Inc
13G
CMG · 169656105
|
5.0% |
7/16/2026
Event 6/30/2026
|
|||
|
Kulicke & Soffa Industries Inc
13G
KLIC · 501242101
|
5.0% |
7/16/2026
Event 6/30/2026
|
|||
|
MKS Inc
13G
MKSI · 55306N104
|
5.0% |
7/16/2026
Event 6/30/2026
|
|||
|
Ecolab Inc.
13G
ECL · 278865100
|
5.1% |
7/16/2026
Event 6/30/2026
|
|||
|
LB Pharmaceuticals Inc
13G
LBRX · 50180M108
|
5.2% |
7/16/2026
Event 6/30/2026
|
|||
|
Copt Defense Properties
13G
CDP · 22002T108
|
5.3% |
7/16/2026
Event 6/30/2026
|
|||
|
Aon plc
13G
AON · G0403H108
|
5.6% |
7/16/2026
Event 6/30/2026
|
|||
|
Affirm Holdings, Inc.
13G
AFRM · 00827B106
|
5.7% |
7/16/2026
Event 6/30/2026
|
|||
|
Allegro Microsystems, Inc.
13G
ALGM · 01749D105
|
6.8% |
7/16/2026
Event 6/30/2026
|
|||
|
uniQure N.V.
13G
QURE · N90064101
|
7.0% |
7/16/2026
Event 6/30/2026
|
|||
|
Vicor Corp
13G
VICR · 925815102
|
6.9% |
7/16/2026
Event 6/30/2026
|
|||
|
Affirm Holdings, Inc.
13G
AFRM · 00827B106
|
5.7% |
7/16/2026
Event 6/30/2026
|
|||
|
Sky Quarry Inc.
13G/A
Amendment 2
SKYQ · 83087C303
|
0% |
7/7/2026
Event 6/30/2026
|
|||
|
Blackrock Muniholdings Fund, Inc.
13D/A
Amendment 2
09253N609
|
100.0% |
6/5/2026
Event 6/2/2026
|
|||
| JPMorgan Chase & Co. | 100.0% | ||||
| DNT Asset Trust | 100.0% | ||||
|
Warby Parker Inc.
13G/A
Amendment 2
WRBY · 93403J106
|
10.2% |
6/4/2026
Event 5/29/2026
|
|||
|
Vicor Corp
13G/A
Amendment 5
VICR · 925815102
|
4.5% |
6/4/2026
Event 5/29/2026
|
|||
|
REGENXBIO Inc.
13G/A
Amendment 7
RGNX · 75901B107
|
4.4% |
6/4/2026
Event 5/29/2026
|
|||
|
DigitalOcean Holdings, Inc.
13G
DOCN · 25402D102
|
10.3% |
6/4/2026
Event 5/29/2026
|
|||
|
Cerebras Systems Inc.
13G
CBRS · 15675D103
|
10.1% |
6/4/2026
Event 5/29/2026
|
|||
|
Autozone Inc
13G
AZO · 053332102
|
6.8% |
5/14/2026
Event 3/31/2026
|
|||
|
Nextera Energy Inc
13G
NEE · 65339F101
|
5.2% |
5/13/2026
Event 3/31/2026
|
|||
|
MIDDLEBY Corp
13G
MIDD · 596278101
|
5.0% |
5/13/2026
Event 3/31/2026
|
|||
|
McDonalds Corp
13G
MCD · 580135101
|
5.1% |
5/13/2026
Event 3/31/2026
|
|||
|
Levi Strauss & Co
13G
LEVI · 52736R102
|
7.1% |
5/13/2026
Event 3/31/2026
|
|||
|
Healthpeak Properties, Inc.
13G
DOC · 42250P103
|
6.1% |
5/13/2026
Event 3/31/2026
|
|||
|
Vulcan Materials CO
13G/A
Amendment 1
VMC · 929160109
|
4.4% |
5/13/2026
Event 3/31/2026
|
|||
|
Utz Brands, Inc.
13G/A
Amendment 7
UTZ · 918090101
|
4.6% |
5/13/2026
Event 3/31/2026
|
|||
|
LB Pharmaceuticals Inc
13G/A
Amendment 1
LBRX · 50180M108
|
4.9% |
5/13/2026
Event 3/31/2026
|
|||
|
Kontoor Brands, Inc.
13G/A
Amendment 1
KTB · 50050N103
|
4.6% |
5/13/2026
Event 3/31/2026
|
|||
|
Itt Inc.
13G/A
Amendment 2
ITT · 45073V108
|
4.7% |
5/13/2026
Event 3/31/2026
|
|||
|
Flowco Holdings Inc.
13G/A
Amendment 4
FLOC · 342909108
|
3.9% |
5/13/2026
Event 3/31/2026
|
|||
|
DOVER Corp
13G/A
Amendment 9
DOV · 260003108
|
10.2% |
5/12/2026
Event 3/31/2026
|
|||
|
Warner Music Group Corp.
13G/A
Amendment 3
WMG · 934550203
|
9.2% |
5/12/2026
Event 3/31/2026
|
|||
|
Vicor Corp
13G/A
Amendment 4
VICR · 925815102
|
6.2% |
5/12/2026
Event 3/31/2026
|
|||
|
Ventas, Inc.
13G/A
Amendment 1
VTR · 92276F100
|
7.1% |
5/12/2026
Event 3/31/2026
|
|||
|
Mgic Investment Corp
13G/A
Amendment 3
MTG · 552848103
|
5.2% |
5/12/2026
Event 3/31/2026
|
|||
|
Howmet Aerospace Inc.
13G/A
Amendment 2
HWM · 443201108
|
5.1% |
5/12/2026
Event 3/31/2026
|
|||
|
Fidelity National Information Services, Inc.
13G/A
Amendment 3
FIS · 31620M106
|
7.3% |
5/12/2026
Event 3/31/2026
|
|||
|
CMS Energy Corp
13G/A
Amendment 13
CMS · 125896100
|
5.0% |
5/12/2026
Event 3/31/2026
|
|||
|
Baker Hughes Co
13G/A
Amendment 7
BKR · 05722G100
|
5.8% |
5/12/2026
Event 3/31/2026
|
|||
|
3M Co
13G/A
Amendment 1
MMM · 88579Y101
|
8.8% |
5/12/2026
Event 3/31/2026
|
|||
|
Autozone, Inc.
13G
AZO · 053332102
|
6.8% |
5/11/2026
Event 3/31/2026
|
|||
|
3M Company
13G/A
Amendment 1
MMM · 88579Y101
|
8.8% |
5/11/2026
Event 3/31/2026
|
|||
|
3M Company
13G/A
Amendment 1
MMM · 88579Y101
|
8.8% |
5/11/2026
Event 3/31/2026
|
|||
|
3M Company
13G/A
Amendment 1
MMM · 88579Y101
|
8.8% |
5/8/2026
Event 3/31/2026
|
|||
|
Zura Bio Ltd
13G/A
Amendment 1
ZURA · G9TY5A101
|
4.7% |
5/6/2026
Event 4/30/2026
|
|||
|
Grupo Televisa, S.A.B.
13G/A
Amendment 1
TV · 40049J206
|
4.8% |
5/6/2026
Event 4/30/2026
|
|||
|
Grupo Televisa, S.A.B.
13G/A
Amendment 1
TV · 40049J206
|
4.8% |
5/6/2026
Event 3/31/2026
|
|||
|
Regency Centers Corp
13G/A
Amendment 1
REG · 758849103
|
3.7% |
5/5/2026
Event 4/30/2026
|
|||
|
Warner Music Group Corp.
13G/A
Amendment 3
WMG · 934550203
|
9.2% |
5/4/2026
Event 3/31/2026
|
|||
|
Vicor Corporation
13G/A
Amendment 4
VICR · 925815102
|
6.2% |
5/4/2026
Event 3/31/2026
|
|||
|
Ventas, Inc.
13G/A
Amendment 1
VTR · 92276F100
|
7.1% |
5/4/2026
Event 3/31/2026
|
|||
|
MGIC Investment Corporation
13G/A
Amendment 3
MTG · 552848103
|
5.2% |
5/4/2026
Event 3/31/2026
|
|||
|
Howmet Aerospace Inc.
13G/A
Amendment 2
HWM · 443201108
|
5.1% |
5/4/2026
Event 3/31/2026
|
|||
|
Fidelity National Information Services, Inc.
13G/A
Amendment 3
FIS · 31620M106
|
7.3% |
5/4/2026
Event 3/31/2026
|
|||
|
Dover Corporation
13G/A
Amendment 9
DOV · 260003108
|
10.2% |
5/4/2026
Event 3/31/2026
|
|||
|
CMS Energy Corporation
13G/A
Amendment 13
CMS · 125896100
|
5.0% |
5/4/2026
Event 3/31/2026
|
|||
|
Baker Hughes Company
13G/A
Amendment 7
BKR · 05722G100
|
5.8% |
5/4/2026
Event 3/31/2026
|
|||
|
3M Company
13G/A
Amendment 1
MMM · 88579Y101
|
8.8% |
5/4/2026
Event 3/31/2026
|
|||
|
The Southern Company
13G/A
Amendment 2
SO · 842587107
|
3.7% |
3/5/2026
Event 2/27/2026
|
|||