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 | |||
|---|---|---|---|---|---|
|
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
|
|||
|
Hims & Hers Health, Inc.
13G/A
Amendment 1
HIMS · 433000106
|
1.7% |
3/5/2026
Event 2/27/2026
|
|||
|
Draftkings Inc.
13G/A
Amendment 1
DKNG · 26142V105
|
4.4% |
3/5/2026
Event 2/27/2026
|
|||
|
Blackrock Muniyield Quality Fund, Inc.
13D/A
Amendment 1
09254F886
|
0% |
3/2/2026
Event 2/23/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
Blackrock Muniyield Quality Fund, Inc.
13D
09254F886
|
17.3% |
3/2/2026
Event 2/23/2026
|
|||
| JPMorgan Chase & Co. | 17.3% | ||||
| DNT Asset Trust | 17.3% | ||||
|
Blackrock Investment Quality Municipal Trust, Inc.
13D/A
Amendment 1
09247D600
|
0% |
2/26/2026
Event 2/23/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
Blackrock Muniyield Quality Fund II, Inc
13D/A
Amendment 1
09254G702
|
0% |
2/26/2026
Event 2/23/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
Blackrock Munivest Fund, Inc.
13D/A
Amendment 1
09253R881
|
0% |
2/26/2026
Event 2/19/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
Blackrock Muniholdings Fund, Inc.
13D/A
Amendment 1
09253N609
|
100.0% |
2/26/2026
Event 2/9/2026
|
|||
| JPMorgan Chase & Co. | 100.0% | ||||
| DNT Asset Trust | 100.0% | ||||
|
Blackrock Munivest Fund II, Inc.
13D/A
Amendment 1
09253T705
|
0% |
2/26/2026
Event 2/19/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
Blackrock Muniholdings Quality Fund II, Inc.
13D/A
Amendment 1
09254C602
|
0% |
2/26/2026
Event 2/9/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
Blackrock Municipal Income Trust
13D/A
Amendment 1
09263Q204
|
0% |
2/26/2026
Event 2/9/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
Blackrock Municipal Income Quality Trust
13D/A
Amendment 1
092479609
|
0% |
2/26/2026
Event 2/9/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
Blackrock Municipal Income Trust II
13D/A
Amendment 1
09249N705
|
0% |
2/26/2026
Event 2/9/2026
|
|||
| JPMorgan Chase & Co. | 0% | ||||
| DNT Asset Trust | 0% | ||||
|
The Macerich Company
13G/A
Amendment 1
MAC · 554382101
|
4.1% |
2/4/2026
Event 1/30/2026
|
|||
|
SoFi Technologies, Inc.
13G/A
Amendment 1
SOFI · 83406F102
|
3.7% |
2/4/2026
Event 1/30/2026
|
|||
|
Trane Technologies PLC
13G/A
Amendment 4
TT · G8994E103
|
7.3% |
1/23/2026
Event 12/31/2025
|
|||
|
Yum! Brands, Inc.
13G/A
Amendment 3
YUM · 988498101
|
7.2% |
1/23/2026
Event 12/31/2025
|
|||
|
Warby Parker Inc.
13G/A
Amendment 1
WRBY · 93403J106
|
9.1% |
1/23/2026
Event 12/31/2025
|
|||
|
Vicor Corporation
13G/A
Amendment 3
VICR · 925815102
|
12.1% |
1/23/2026
Event 12/31/2025
|
|||
|
Utz Brands, Inc.
13G/A
Amendment 6
UTZ · 918090101
|
6.0% |
1/23/2026
Event 12/31/2025
|
|||
|
Twilio Inc.
13G/A
Amendment 2
TWLO · 90138F102
|
6.0% |
1/23/2026
Event 12/31/2025
|
|||
|
Silgan Holdings Inc.
13G/A
Amendment 2
SLGN · 827048109
|
8.7% |
1/23/2026
Event 12/31/2025
|
|||
|
NXP Semiconductors N.V.
13G/A
Amendment 6
NXPI · N6596X109
|
8.0% |
1/23/2026
Event 12/31/2025
|
|||
|
Natera, Inc.
13G/A
Amendment 2
NTRA · 632307104
|
9.1% |
1/23/2026
Event 12/31/2025
|
|||
|
Baker Hughes Company
13G/A
Amendment 6
BKR · 05722G100
|
8.7% |
1/23/2026
Event 12/31/2025
|
|||
|
Ventas, Inc.
13G
VTR · 92276F100
|
5.9% |
1/21/2026
Event 12/31/2025
|
|||
|
The Macerich Company
13G
MAC · 554382101
|
5.2% |
1/21/2026
Event 12/31/2025
|
|||
|
SoFi Technologies, Inc.
13G
SOFI · 83406F102
|
5.1% |
1/21/2026
Event 12/31/2025
|
|||
|
Neurocrine Biosciences, Inc.
13G
NBIX · 64125C109
|
5.2% |
1/21/2026
Event 12/31/2025
|
|||
|
Lemonade, Inc.
13G
LMND · 52567D107
|
5.9% |
1/21/2026
Event 12/31/2025
|
|||
|
LB Pharmaceuticals Inc
13G
LBRX · 50180M108
|
6.3% |
1/21/2026
Event 12/31/2025
|
|||
|
Kontoor Brands, Inc.
13G
KTB · 50050N103
|
5.4% |
1/21/2026
Event 12/31/2025
|
|||
|
Entergy Corporation
13G
ETR · 29364G103
|
5.0% |
1/21/2026
Event 12/31/2025
|
|||
|
Ciena Corporation
13G
CIEN · 171779309
|
7.7% |
1/21/2026
Event 12/31/2025
|
|||
|
Grupo Televisa, S.A.B.
13G
TV · 40049J206
|
5.5% |
1/16/2026
Event 12/31/2025
|
|||
|
Sibanye Stillwater Limited
13G/A
Amendment 1
S7627K103
|
4.7% |
1/16/2026
Event 12/31/2025
|
|||
|
Radiopharm Theranostics Limited
13G/A
Amendment 2
Q79455103
|
4.0% |
1/16/2026
Event 12/31/2025
|
|||
|
Lamb Weston Holdings, Inc.
13G
LW · 513272104
|
5.0% |
1/16/2026
Event 12/31/2025
|
|||
|
Draftkings Inc.
13G
DKNG · 26142V105
|
5.1% |
1/16/2026
Event 12/31/2025
|
|||
|
Docusign, Inc.
13G
DOCU · 256163106
|
6.4% |
1/16/2026
Event 12/31/2025
|
|||
|
Andersen Group Inc.
13G
ANDG · 033853102
|
14.0% |
1/7/2026
Event 12/31/2025
|
|||
|
Host Hotels & Resorts, Inc.
13G/A
Amendment 1
HST · 44107P104
|
4.2% |
12/4/2025
Event 11/28/2025
|
|||
|
Flowco Holdings Inc.
13G/A
Amendment 3
FLOC · 342909108
|
7.2% |
12/4/2025
Event 11/28/2025
|
|||
|
Vasta Platform Limited
13G/A
Amendment 3
VSTA · G9440A109
|
0% |
11/4/2025
Event 10/31/2025
|
|||
|
Seagate Technology Holdings PLC
13G/A
Amendment 9
STX · G7997R103
|
4.0% |
11/4/2025
Event 10/31/2025
|
|||
|
Inflection Point Acquisition Corp. III
13G/A
Amendment 1
IPCX · G47875102
|
0.9% |
11/4/2025
Event 10/31/2025
|
|||
|
Applied Optoelectronics, Inc.
13G/A
Amendment 1
AAOI · 03823U102
|
4.4% |
11/4/2025
Event 10/31/2025
|
|||
|
Ameriprise Financial, Inc.
13G/A
Amendment 2
AMP · 03076C106
|
4.1% |
11/4/2025
Event 10/31/2025
|
|||
|
Almacenes Exito S.A.
13G/A
Amendment 1
P01704124
|
4.1% |
11/4/2025
Event 10/31/2025
|
|||
|
Sionna Therapeutics, Inc.
13G/A
Amendment 1
SION · 829401108
|
4.4% |
10/31/2025
Event 9/30/2025
|
|||
|
Silgan Holdings Inc.
13G/A
Amendment 1
SLGN · 827048109
|
7.1% |
10/31/2025
Event 9/30/2025
|
|||
|
Seagate Technology Holdings PLC
13G/A
Amendment 8
STX · G7997R103
|
5.6% |
10/31/2025
Event 9/30/2025
|
|||
|
Sba Communications Corporation
13G/A
Amendment 1
SBAC · 78410G104
|
4.5% |
10/31/2025
Event 9/30/2025
|
|||
|
Post Holdings, Inc.
13G
POST · 737446104
|
5.1% |
10/31/2025
Event 9/30/2025
|
|||
|
Mohawk Industries, Inc.
13G/A
Amendment 1
MHK · 608190104
|
3.9% |
10/31/2025
Event 9/30/2025
|
|||
|
Lowe's Companies, Inc.
13G/A
Amendment 1
LOW · 548661107
|
6.5% |
10/31/2025
Event 9/30/2025
|
|||
|
Loews Corporation
13G/A
Amendment 9
L · 540424108
|
4.7% |
10/31/2025
Event 9/30/2025
|
|||
|
Itt Inc.
13G/A
Amendment 1
ITT · 45073V108
|
5.6% |
10/31/2025
Event 9/30/2025
|
|||
|
IAC Inc.
13G/A
Amendment 5
PPLI · 44891N208
|
4.9% |
10/31/2025
Event 9/30/2025
|
|||
|
Hims & Hers Health, Inc.
13G
HIMS · 433000106
|
8.1% |
10/31/2025
Event 9/30/2025
|
|||
|
Henry Schein, Inc.
13G/A
Amendment 1
HSIC · 806407102
|
4.4% |
10/31/2025
Event 9/30/2025
|
|||
|
Hayward Holdings, Inc.
13G
HAYW · 421298100
|
5.3% |
10/31/2025
Event 9/30/2025
|
|||
|
EATON CORPORATION plc
13G/A
Amendment 1
ETN · G29183103
|
4.7% |
10/31/2025
Event 9/30/2025
|
|||
|
CSLM Digital Asset Acquisition Corp III, Ltd
13G
KOYN · G2584S101
|
5.7% |
10/31/2025
Event 9/30/2025
|
|||
|
Bristol-Myers Squibb Company
13G/A
Amendment 1
BMY · 110122108
|
4.0% |
10/31/2025
Event 9/30/2025
|
|||
|
Bright Horizons Family Solutions Inc.
13G/A
Amendment 5
BFAM · 109194100
|
4.4% |
10/31/2025
Event 9/30/2025
|
|||
|
Arthur J. Gallagher & Co.
13G/A
Amendment 2
AJG · 363576109
|
7.8% |
10/31/2025
Event 9/30/2025
|
|||
|
Sky Quarry Inc.
13G
SKYQ · 83087C204
|
9.6% |
10/24/2025
Event 9/30/2025
|
|||
| JPMorgan Chase & Co | 9.6% | ||||
| JPMorgan Chase Funding Inc. | 9.6% | ||||
|
Yum! Brands, Inc.
13G/A
Amendment 2
YUM · 988498101
|
5.5% |
10/24/2025
Event 9/30/2025
|
|||
|
Willscot Holdings Corporation
13G
WSC · 971378104
|
5.0% |
10/24/2025
Event 9/30/2025
|
|||
|
Warby Parker Inc.
13G
WRBY · 93403J106
|
6.9% |
10/24/2025
Event 9/30/2025
|
|||
|
Utz Brands, Inc.
13G/A
Amendment 5
UTZ · 918090101
|
8.4% |
10/24/2025
Event 9/30/2025
|
|||
|
TD Synnex Corporation
13G/A
Amendment 1
SNX · 87162W100
|
4.7% |
10/24/2025
Event 9/30/2025
|
|||
|
NXP Semiconductors N.V.
13G/A
Amendment 5
NXPI · N6596X109
|
9.1% |
10/24/2025
Event 9/30/2025
|
|||
|
HubSpot, Inc.
13G/A
Amendment 2
HUBS · 443573100
|
3.8% |
10/24/2025
Event 9/30/2025
|
|||
|
Copa Holdings, S.A.
13G/A
Amendment 12
CPA · P31076105
|
5.3% |
10/24/2025
Event 9/30/2025
|
|||
|
CMS Energy Corporation
13G/A
Amendment 12
CMS · 125896100
|
6.1% |
10/24/2025
Event 9/30/2025
|
|||
|
Ameriprise Financial, Inc.
13G/A
Amendment 1
AMP · 03076C106
|
5.0% |
10/24/2025
Event 9/30/2025
|
|||
|
Sibanye Stillwater Limited
13G
S7627K103
|
6.5% |
10/17/2025
Event 9/30/2025
|
|||
|
Karyopharm Therapeutics Inc.
13G/A
Amendment 1
KPTI · 48576U205
|
4.9% |
10/17/2025
Event 9/30/2025
|
|||
|
Inflection Point Acquisition Corp. III
13G
IPCX · G47875102
|
6.3% |
10/17/2025
Event 9/30/2025
|
|||
|
Fidelity National Information Services, Inc.
13G/A
Amendment 2
FIS · 31620M106
|
8.5% |
10/17/2025
Event 9/30/2025
|
|||
|
CI&T Inc
13G/A
Amendment 1
CINT · G21307106
|
3.5% |
10/17/2025
Event 9/30/2025
|
|||
|
Applied Optoelectronics, Inc.
13G
AAOI · 03823U102
|
7.5% |
10/17/2025
Event 9/30/2025
|
|||
|
Almacenes Exito S.A.
13G
P01704124
|
5.8% |
10/17/2025
Event 9/30/2025
|
|||
|
Burlington Stores, Inc.
13G/A
Amendment 3
BURL · 122017106
|
10.8% |
10/6/2025
Event 9/30/2025
|
|||
|
Otis Worldwide Corporation
13G/A
Amendment 3
OTIS · 68902V107
|
2.4% |
9/4/2025
Event 8/29/2025
|
|||
|
Kite Realty Group Trust
13G/A
Amendment 1
KRG · 49803T300
|
4.4% |
9/4/2025
Event 8/29/2025
|
|||
|
Janus International Group, Inc.
13G/A
Amendment 2
JBI · 47103N106
|
4.3% |
9/4/2025
Event 8/29/2025
|
|||
|
Insmed Incorporated
13G/A
Amendment 1
INSM · 457669307
|
10.8% |
9/4/2025
Event 8/29/2025
|
|||
|
Rocket Companies, Inc.
13G/A
Amendment 3
RKT · 77311W101
|
3.3% |
8/5/2025
Event 7/31/2025
|
|||
|
Flowco Holdings Inc.
13G/A
Amendment 2
FLOC · 342909108
|
12.6% |
8/5/2025
Event 7/31/2025
|
|||
|
Axalta Coating Systems Ltd.
13G/A
Amendment 3
AXTA · G0750C108
|
4.3% |
8/5/2025
Event 7/31/2025
|
|||
|
Analog Devices, Inc.
13G/A
Amendment 1
ADI · 032654105
|
4.4% |
8/5/2025
Event 7/31/2025
|
|||